Sample Investment Banking Resume Template and Format

18/08/2023   09:08:12

Sample Investment Banking Resume-CV Template and Format used by New-Fresh and Non Fresh Graduate used to Complete Cover Letter or Job Application

Gerry Mckoy
1234, East 80 Street,
Carlisle, MA 01741,
(123)-456 7890.


University of Illinois, Urbana-Champaign, IL
MBA in Finance (May 2005)
Dean’s Scholarship

American University, Washington, DC
BS, Business Administration/Finance (May 2000)
Magna Cum Laude, Phi Theta Kappa Honor Society


Morgan Stanley, Menlo Park, CA
Investment Banking Senior Analyst, Mergers/Acquisitions
July 2002 – July 2003

* One of the two senior analysts selected from over thirty candidates.

* Analyzed financial and strategic rationales of potential mergers in technology industry in conjunction with client’s senior management teams.

* Developed financial models and company valuations using methodologies including pro-forma merger analysis and discounted equity valuation.

* Advised private equity firm on potential $600 million investment in leading semiconductor company.

* Representative transactions: Advised Xilinx in acquisition of RocketChip for an undisclosed amount; advised Macromedia on $360 million acquisition of Allaire.

Merrill Lynch, New York, NY
Investment Banking Analyst
June 2000 – June 2002

* Lead analyst in more than $2.3 billion in lead-managed and co-managed public and private offerings of debt and equity and M&A transactions.

* Analyses included discontinued cash flow; company comparables; and internal rate of return and weighted average cost of capital.

* Designed integrated financial models to forecast financial growth, analyze pro forma effects of M&A activity, define capital raising scenarios, and value entities.

* Assisted senior bankers and client senior management in execution of a variety of capital markets transactions, primarily in technology industry.


* Fluent in Spanish

* President, Business Leadership Association, American University, 2001

* Co-Chair, Merrill Lynch Philanthropic Advisory Committee, 2000

* Outstanding Intern Award, Deitsche Bank AG London, 1999

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