CV Template
Investment Banker CV Template & Examples (ATS-Optimized)
An Investment Banker CV is judged on deal experience, technical modelling and the closed-transaction credibility a deal sheet provides. Recruiters and ATS systems scan for M&A and capital-markets execution, DCF and LBO modelling, pitch-book production and licensing such as Series 79 before reading the profile. This template lays out the exact deal metrics, technical terms and section order that get a banking CV through screening at bulge-bracket and boutique firms.
Written & reviewed by the CVWon Editorial Team · Updated June 2026
Build Your CV NowTo write a strong Investment Banker CV, lead with Deal Sheet / Transaction Experience, Technical & Modelling Skills and Licensing & Qualifications — each backed by specific, quantified results rather than generic duties. A strong Investment Banker CV is anchored by a deal sheet: named or anonymised transactions with sector, deal size, your role and the outcome, proving you have executed rather than merely studied finance.
ATS Optimisation
ATS Keywords
Include these keywords in your CV to pass applicant tracking systems.
A strong Investment Banker CV is anchored by a deal sheet: named or anonymised transactions with sector, deal size, your role and the outcome, proving you have executed rather than merely studied finance. It evidences technical depth with the specific modelling performed, including DCF, LBO, comparable-company and precedent-transaction valuation and accretion/dilution analysis, tied to live deals. The best CVs quantify contribution, citing models built, pitch books produced, diligence streams managed and capital raised or advised, alongside the platforms used such as Bloomberg, CapIQ and FactSet. Licensing such as Series 79 and 63, plus a strong academic and quantitative pedigree, are stated plainly because they gate eligibility and credibility. Weak banking CVs claim 'strong financial skills' without a single deal, omit modelling specifics and ignore the transaction and licensing language recruiters grep for.
Structure
What Sections Should an Investment Banker CV Include?
Deal Sheet / Transaction Experience
Closed and live transactions are the single most scrutinised proof of genuine banking capability.
Example
Executed $1.2B cross-border M&A acquisition (industrials) as analyst, owning the merger model and diligence coordination.
Technical & Modelling Skills
Specific modelling competencies prove the candidate can do the core analytical work from day one.
Example
Built three-statement, DCF and LBO models with accretion/dilution analysis; led comps and precedent-transaction valuation.
Licensing & Qualifications
Regulatory licences and academic pedigree gate eligibility and signal credibility to hiring desks.
Example
Series 79 and Series 63 registered; BSc Economics, first-class honours; CFA Level II candidate.
Deal Execution & Output
Quantified deliverables show the volume and reliability of work the banker produces under pressure.
Example
Produced 40+ pitch books and CIMs; managed data rooms across 6 live processes; supported $3.5B in capital raised.
Tools & Sector Coverage
Platform fluency and sector focus match the candidate to a specific coverage or product group.
Example
Daily user of Bloomberg, CapIQ and FactSet; covered TMT and industrials across ECM and M&A mandates.
Avoid These
What Are Common Investment Banker CV Mistakes?
FAQ
Frequently Asked Questions
Anonymise them: describe the sector, approximate deal size, transaction type and your role without naming the client. Recruiters care about the scope and your contribution, so a sanitised deal sheet still demonstrates real execution experience.
In the US, Series 79 and Series 63 are commonly required for banking roles; CFA progress and a strong quantitative degree add credibility. State your status clearly, as desks screen for licensing eligibility before extending offers.
One page is the strict expectation for analysts and associates at most firms. Use a tight deal sheet, a technical-skills line and concise role bullets; overflowing to two pages signals you cannot prioritise, which desks read negatively.
Lead with transferable technical work: any modelling, valuation or transaction-adjacent experience, plus self-directed proof such as completed modelling courses or a CFA level. Quantify analytical output and emphasise long hours delivered under deadline, since stamina and technical readiness are what desks test.
Repeat the advert's exact terms such as 'LBO modelling', 'M&A', 'DCF' and 'Series 79' in plain-text bullets, and spell out tools like Bloomberg and CapIQ. Keep your deal sheet as readable text rather than a graphic table that parsers may discard.
Salary
Salary by Experience Level
Typical salary ranges by seniority (EUR, gross).
| Level | Experience | Salary range |
|---|---|---|
| Entry Level | 0–2 years | €40K – €60K |
| Mid Level | 3–5 years | €60K – €90K |
| Senior Level | 6–10 years | €90K – €140K |
| Lead / Manager | 10+ years | €130K – €180K |
Build a deal-sheet-driven, ATS-optimised Investment Banker CV with cvwon's builder and desk-tested example bullets.
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