Tailoring guide
Investment Banking Analyst resume keywords and example
Investment banking résumés follow a conservative one-page format and are read for deal experience, modeling skills and licenses. Postings ask for three-statement, DCF, LBO and merger models, pitch book and CIM work, and the data platforms banks use. Analysts in the US also need FINRA's SIE, Series 79 and often Series 63, so listing what you have passed and when matters. Below are the keywords that recur, a sample summary, skills grouped by type, and example bullets across seniority levels.
Updated 14 November 2026. Keyword research current as of November 2026, sourced from public ATS keyword guides, not Weydr's own usage data.
Investment Banking Analyst keywords that repeat in job postings
- Financial Modeling
- Discounted Cash Flow (DCF)
- LBO Modeling
- Mergers and Acquisitions (M&A)
- Comparable Company Analysis
- Pitch Books
- Due Diligence
- Series 79 / Series 63
- Capital IQ / FactSet
Only include the ones that are true for you. A keyword you can't back up in an interview costs more than it gains.
Sample professional summary
Investment banking analyst with 2 years in a middle-market industrials coverage group. Builds three-statement, DCF, LBO and accretion/dilution models, prepares pitch books, CIMs and management presentations, and runs buyer outreach and data rooms on sell-side processes. Worked on 4 closed transactions totaling $1.6B. Holds the SIE, Series 79 and Series 63.
Illustrative example. Swap in your own years, domain, tools and results.
Skills to list on a investment banking analyst resume
Hard skills
- Three-statement financial modeling
- DCF, LBO and merger (accretion/dilution) models
- Comparable companies and precedent transactions
- Pitch books, CIMs and teasers
- Due diligence and data room management
- Buyer and investor outreach tracking
- Industry and company research
Soft skills
- Attention to detail under time pressure
- Stamina through long deal cycles
- Clear communication with senior bankers
- Ownership of deliverables
- Teamwork across deal teams
Tools
- Excel (advanced modeling)
- PowerPoint
- S&P Capital IQ
- FactSet
- PitchBook
- Bloomberg Terminal
- Datasite or Intralinks
A tailored bullet, before and after
Worked on M&A deals and built financial models.
Built the operating model and DCF for the $420M sell-side sale of an industrial distributor, prepared the CIM and tracked outreach to 60 strategic and sponsor buyers through signing.
Example resume bullets by seniority
Illustrative examples: the companies, numbers and outcomes are made up to show the structure (action, scope, tool, result). Use your own real figures.
Entry level
- Built comparable company and precedent transaction analyses in Capital IQ and FactSet for 15 pitch books across industrial and business services clients during a summer analyst internship.
- Managed the Datasite data room for a $180M sell-side process, organizing 2,500 diligence documents and answering buyer request lists within 24 hours.
Mid level
- Built an LBO model for a sponsor-backed buyer's $650M acquisition, running returns sensitivities on leverage and exit multiples for the financing discussion.
- Prepared accretion/dilution analysis and board materials for a public company's $1.1B stock-and-cash merger, working directly with the client's CFO team.
Senior
- Staffed and reviewed the work of 3 analysts as an associate on a sell-side process, owning the model, CIM and management presentation through to close.
- Coordinated quality-of-earnings, legal and tax diligence workstreams with outside advisors on a cross-border acquisition, keeping the deal timeline to a 10-week sign.
Gaps candidates miss most
- A deal list with transaction type, size and your role, often as a separate section
- Licenses with exam names and dates, listed only once passed or clearly marked as scheduled
- The specific models built (three-statement, DCF, LBO, merger) rather than "financial modeling"
Common investment banking analyst resume mistakes
- Going past one page or using a designed template instead of the standard banking format.
- Disclosing confidential client names on live or unannounced deals.
- Listing deals you only touched briefly as if you staffed them end to end.
- Writing "DCF" but never "discounted cash flow" (or the reverse) when ATS matching is literal.
- Leaving out GPA, test scores or relevant coursework for entry-level roles where banks still screen on them.
Before you stuff in keywords
- Does ATS really reject 75% of résumés?: what the research says about ATS filtering.
- How to tailor your résumé to a job description: what the research says about ATS filtering.
- What an ATS résumé checker can and can't tell you: what the research says about ATS filtering.
- Tailoring a résumé to a job description: a worked example: what the research says about ATS filtering.
- How to explain an employment gap on your résumé: what the research says about ATS filtering.
- How to write a cover letter for a specific job: what the research says about ATS filtering.
- Résumé summary examples, and how to write your own: what the research says about ATS filtering.
- How long should a résumé be?: what the research says about ATS filtering.
- How to write a career change résumé: what the research says about ATS filtering.
Tailor your investment banking analyst resume to each job
Free starter allowance, no credit card, no trial timer.
Start free now