Resume Help - How do I rewrite my resume (mostly Corporate Banking) to fit Investment Banking roles?

Hello. I'm planning to apply to IB/PE companies (mostly debt-related roles) and need some help with my resume. The main challenge that I have faced so far has been the lack of relevant deal track record in my current job. As a Relationship Manager in Corporate Banking, my key experiences have been focused on managing corporate client relationships and cross-selling the bank's products and services (loans, treasury services, trade finance, etc.). Unfortunately, I have not had the opportunity to work on more complex deals (e.g. syndication, LBO, M&A, etc) due to the lack of expertise and internal mobility in my bank and the lack of interest from clients. This has resulted in quite a lot of rejections so far. For example, I was recently rejected after a job interview due to the lack of loan syndication experience.

I would appreciate it if you could critique on my resume and hopefully advise on how I could spin my Corporate Banking experience in fit IB/PE roles please.

Thank you.

R1R2R3

 

Based on the most helpful WSO content, here are some tips to tailor your Corporate Banking resume for Investment Banking (IB) and Private Equity (PE) roles:

Key Strategies to Adapt Your Resume:

  1. Highlight Transferable Skills:

    • Emphasize skills that are relevant to IB/PE, such as financial analysis, client relationship management, and product cross-selling.
    • Use action-oriented verbs and quantify your achievements with $, #, and % figures.
  2. Focus on Relevant Experience:

    • Even if you haven't worked on complex deals, highlight any experience with loans, treasury services, and trade finance.
    • Mention any involvement in deal processes, even if they were not syndications or M&A.
  3. Professional Formatting:

    • Ensure your resume is well-formatted, as a poorly formatted resume will get thrown out. Use the WSO investment banking resume template to ensure proper formatting.
    • Keep your resume to one page, use legible fonts like Times New Roman, Calibri, or Arial, and maintain a font size no greater than 12 for standard text.
  4. Tailor Your Resume:

    • Customize your resume for each application, focusing on the specific group or role you are applying for. For example, if applying to a debt-related role, emphasize your experience with loans and treasury services.
  5. Proofread Meticulously:

    • Investment bankers are known for their attention to detail. Proofread your resume multiple times to catch any formatting or grammatical errors.
    • Print your resume out to check for alignment, consistency in bolding/italicizing, and uniformity in dash sizes.
  6. Use Past Tense:

    • Write in past tense even for current jobs to maintain consistency and clarity.
  7. Additional Information Section:

    • Include a skills and interests section to highlight your personality and what you do outside of work.

Example Bullet Points:

  • Corporate Banking Experience:

    • Managed relationships with corporate clients, successfully cross-selling products such as loans, treasury services, and trade finance, resulting in a 20% increase in product uptake.
    • Conducted financial analysis and risk assessments for corporate clients, providing tailored financial solutions that improved client satisfaction by 15%.
    • Collaborated with internal teams to streamline client onboarding processes, reducing onboarding time by 30%.
  • Quantifiable Achievements:

    • Increased loan portfolio by $50 million through effective client relationship management and cross-selling strategies.
    • Achieved a 25% growth in treasury services revenue by identifying and capitalizing on client needs.

Resources:

  • WSO Investment Banking Resume Template:
    • Utilize the WSO investment banking resume template to ensure your resume meets industry standards. You can find the template here.

By following these tips and using the WSO investment banking resume template, you can better position your Corporate Banking experience to fit IB/PE roles and increase your chances of landing interviews.

Sources: 16 Tips to Improve Your Investment Banking Resume, Investment Banking Resume Template - Official WSO CV Example, 16 Tips to Improve Your Investment Banking Resume, Cover Letter + Resume Advice, From Corporate Banking to Investment Banking

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 
Most Helpful
  • I believe pointing out items like "rigorously adhering to standard operating procedures" or "adherence to rigorous standards" is unnecessary. I understand why this happens (you want to show an accomplishment but the details aren't always quantifiable) so instead frame it in a different way. Focus on showing your accomplishments in definitive financial terms. The more you can guide your interviewer towards this direction the more favorable I think your experience will be looked upon. I don't know what your exact responsibilities look like but a prospective entry might be; "Advised management on loan XYZ..and target company expansion project XYZ..."
  • Following the above. The JPY4 Bn bullet was a good start but isn't quite there. It would be better if you could walk people through the full-cycle of the process like this; "$XYZ Billion REIT - Advised client on # XYZ opportunities and led the credit evaluation process of XYZ acquisitions...oversaw due-diligence by managing relationships with xyz intermediaries through deal process 1, 2, 3". Different for everyone, maybe it could be due-diligence, committee presentations, meetings with executive management, structuring, origination etc...
  • For the AVP section you could break out real estate, construction, and telecommunications as sub bullets and then discuss one or two of your corporate relationships in the above manner. For both real estate jobs you can add the size of the development projects or portfolio. For the mutual fund and wealth management you can have assets under management for your group or division.
  • In context of how recent your graduation date is, if this is a top MBA program you may want to consider keeping the education section up top. Especially if the brand is stronger than your current employer.
  • What market are you applying in? Do you need sponsorship?
  • This is longer than I expected. GL.
 

Just also wanted to point out to the poster that you gotta keep expectations in check, and remain patient. Maybe get an “in” into the bank..
Not sure what you meant by debt related roles but seems to me the lack of deal experience is a bigger hindrance than any wording of bullet points……

 

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