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INVESTMENT BANKER ANALYST

This Investment Banker Analyst resume sample highlights skills in financial modeling, valuation, market research, and supporting deal execution in investment banking.

YOUR NAME

Investment Banker Analyst

Professional Summary

Write a concise summary (3-4 sentences) highlighting your experience or strong academic background relevant to investment banking, key analytical skills (e.g., financial modeling, valuation - DCF, comparable company analysis, precedent transactions; Excel, PowerPoint), understanding of capital markets, and your drive and work ethic. Mention any relevant internships or finance-focused extracurriculars.

Work Experience

Investment Banking Summer Analyst

Bulge Bracket Investment Bank

New York, NY| June 2023 – August 2023 (Internship)
  • Developed detailed financial models (DCF, comparable company, precedent transaction) to support valuation analysis for M&A transactions and capital raising.
  • Conducted in-depth industry research and competitive analysis to identify market trends and investment opportunities.
  • Assisted in the preparation of pitch books, client presentations, and confidential information memorandums (CIMs).
  • Supported deal execution processes, including due diligence and data room management.

Finance Intern

Boutique Investment Firm

New York, NY| June 2022 – August 2022 (Internship)
  • Assisted senior analysts with financial data collection and spreadsheet modeling using Excel.
  • Conducted market research on target companies and industries.
  • Helped prepare materials for client meetings and internal reports.
  • Gained exposure to valuation methodologies and financial markets.

Education

Bachelor of Science in Finance (or Economics, Business with Finance concentration)

NYU Stern School of Business (or similar top-tier university)

New York, NY| Graduated: 2024 (or recent)

Skills

Financial Modeling (DCF, LBO, M&A, Comps, Precedents), Valuation Techniques, Advanced Microsoft Excel (Macros, Pivot Tables), PowerPoint Presentation Skills, Financial Statement Analysis, Market Research & Industry Analysis, Capital Markets Knowledge (Equity, Debt), Due Diligence, Bloomberg Terminal, FactSet, Capital IQ (if applicable), Attention to Detail & Strong Work Ethic

References available upon request.

Getting a Job as a Investment Banker Analyst
Key strategies for your job hunt.

Highlight your academic achievements (GPA if strong), relevant internships, and finance-related extracurricular activities (investment clubs, case competitions).

Quantify your contributions in internships if possible.

Emphasize strong analytical, quantitative, and communication skills.

Network extensively.

Cover Letter for a Investment Banker Analyst
Make your application stand out.
Your Investment Banking Analyst cover letter should demonstrate your strong interest in finance, your understanding of the firm and its deals (if possible), and your eagerness to learn and contribute in a demanding environment. Highlight your analytical abilities and work ethic. Tailor it to the specific group or industry focus if known.
Interview Prep for a Investment Banker Analyst
Practice and build confidence.

Be prepared for rigorous technical questions (accounting, valuation, financial modeling), brain teasers, market-based questions, and behavioral interviews (fit, motivation, handling pressure). You'll need to know your resume and deal experience (if any) inside out. Mock interviews are crucial.

FAQs for a Investment Banker Analyst
Common questions and answers.