Investment Banking Resume Template - Official WSO CV Example

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Investment Banking Resume Template - Official WSO CV Example

Attached to the bottom of this post, you will find the Wall Street Oasis Investment Banking Resume Template for undergraduate students, used by the WSO paid service and thousands of candidates to successfully land a job in investment banking.

For those of you looking to make sure your CV format is clean and your investment banking resume is polished, we have a great sample resume you can now use free of charge (attached to this post below).

After seeing members consistently reference other resume templates in the public resume review forum (which are good but inferior in our opinion), we have decided to release the WSO resume template for free to the public. This is the same CV template we use in our paid WSO resume reviews with experienced finance professionals. However, we know how competitive internship applications and summer analyst positions are nowadays, so we're hoping this gives you an even bigger edge in recruiting.

This particular banking resume sample is for undergraduates and is not intended for experienced hires. Go to this link if you are looking for an investment banking resume template with deal experience.

Investment Banking Resume Template - Summary

Investment Banking Resume Bullets

General Formatting Rules

  • Keep bullet points at a max of 2 lines; ideal would be 1.5 lines
  • Make sure spacing is solid and that your bullet points hit the how/why/what/result

Sub-Bullets: Another thing to consider is sub-bullets. Including sub-bullets in your resume is something you have to be 100% confident in. If it's just something you're doing for the sake of having a "different" resume, then avoid it.

Here's one good scenario for the use of sub-bullets: if you are describing transaction experience in an internship. Essentially, if you have to go into more detail to discuss something that is highly relevant to investment banking, then it's worth considering using sub-bullets. Be wary, however, because going into too much detail can cause clutter and get you dinged.

Investment Banker Resume Content

Now it's time to talk about what goes into those bullet points. Fret not! While the content of your bullet points matter, the most important thing is that you don't fudge anything up in terms of formatting and grammar.

  1. Professional Experience: I want to see professional experience ie roles where you've worked under paid, professional discipline and had to pass through an interview process to get there. Having made it successfully through interview processes for earlier internships or jobs is important, as interviewing you is what we plan to do.

  2. Case study competitions: Some people listed these. These are no professional experience. Including them just looks like you don't have enough professional experience to fill in these area enough. Don't do it.

  3. Volunteer Positions: Not professional. Send it to extracurricular.

  4. Strong Names: I like to see names in the PE/banking/HR universe that I recognize, because it tells me you could get through their interview process and you've done an internship in something that has reinforced your academic finance skills.

  5. Keywords that Stand Out: Usually reviewers skim the bullet points. Key words that caught their eye (which reflect a particular teams' focus, might be different for another team):

    • comparables analysis
    • competition or industry analysis/research
    • due diligence
    • modeling
    • DCF valuation
    • presented
    • leveraged buy out
    • distressed debt

Resume Tense - Past or Present?

The main thing to focus on here is consistency. There are two options here:

  1. Use past tense throughout the entire resume. The reasoning here is that your resume is a summary of everything you've done.
  2. Use past tense to describe past experiences and present tense to describe what you're currently doing. The reasoning here is self-explanatory; past experiences use past tense while current experiences use present.

Both options are totally acceptable, which is why it's up to you to choose which you prefer.

Investment Banker Resume Format

A poorly formatted resume will get thrown out. Think about it. A good amount of your time as an investment banker will be spent formatting, so what does it say about you if you can't properly format your own resume?

Lucky for you, you don't have to worry about formatting half as much as other candidates because our template does that for you.

Here's a download link to the resume template included below:

WSO Resume Template

"Additional Information" Resume Section

This is a section that you need to edit to best fit what you have to include. Don't have any modeling experience? Delete that line. No computer skills to show off? Same thing applies. Tailor this area of the resume to highlight your strengths beyond finance.

Here is one example of how you can structure your "Additional Information" section to be more meaningful and provide a few skills that may be impressive to the resume reviewer:

Investment Banking Additional Information Section

Final Resume Tips

Miscellaneous tidbits of wisdom from @blackice:

  • Do: Be Ready to Defend Everything on Your Resume.
    This should be a given, but people seem to fuck this up every day. If you write hang-gliding in your interests section and then I ask you about it, you better damn well be able to speak to hang-gliding. Otherwise, it undermines everything else on the page.
  • Do: Start Your Resume Early!

    These things take hours and hours to perfect. Many people think you can just sit down in an hour and bang out a perfect resume, but that is simply not the case. It takes time to get right. Do not wait to start until the day before the job posting.

  • Don't: Put "Founded Investment Banking Club" on Your Resume. Just Don't Do It.

A couple of quick notes:

  • Please feel free to share this post and pass it along to friends
  • If you're looking for our resume for experienced Investment Banking professionals or a private equity resume template, click here.
  • Remember, if you are looking for real finance professionals to help you structure and word your resume bullets and experiences, please consider our industry leading resume editing service, specifically targeted towards investment banking, private equity, hedge funds, trading, management consulting and other finance resumes. Our testimonials speak for themselves: www.wallstreetoasis.com/wso-finance-resume-review :-)

WSO Resume Review Service

Hi Anonymous Monkey, upload your resume and land a job

Members that upload a resume get 2.3x the number of interview invites through the Talent Oasis. Learn more.

Comments (156)

Feb 11, 2014

awesome!

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7,548 questions across 469 investment banks. The WSO Investment Banking Interview Prep Course has everything you'll ever need to start your career on Wall Street. Technical, Behavioral and Networking Courses + 2 Bonus Modules. Learn more.

Aug 31, 2017

rankings:

top:GS, ms, Lazard, Evercore, pjt, Moelis
topb: jp, top groups at other bb, Greenhill, centerview, pwp

mid: cs, baml, Citi
midb: barcap

bottom: DB, UBS, Jefferies, houlihan

no you are not bb or elite boutique: Wells Fargo, RBC, BMO, William Blair, piper, guggen, Baird

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Feb 11, 2014

Thanks for doing this. Will share with friends but will definitely give you guys credit and refer them here.

Alright, Alright, Alright...

    • 7
    • 4
Feb 12, 2014

Thanks iSlice

Dec 30, 2016

Awesome. I believe this will help me lot to make same resume.

    • 1
Dec 11, 2017

ifl

Feb 11, 2014

Thank you very much!

Feb 11, 2014

Thank you WSO!
Seems quite similar to mergers and inquisitions template.

    • 2
Feb 12, 2014

You mean M&I template looks very similar to ours since we've been doing resume reviews longer? ;-)

I'd agree it's not too far off since both use best practices (both of us I'm sure have access to the templates that many of the BB bankers have used for years before WSO was even around). Although I would say our template is much more space efficient along the top of the resume and the default font is slightly smaller.

As a warning, this template is close to the absolute maximum you would want on the page and in practice, we try to scale it back ~5-10%, focus on the best points to give the resume a bit more white space, a bit larger margins and breathing room.

Enjoy!
Patrick

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Feb 12, 2014

Met with a recruiter last night and literally switched my resume 10 minutes before leaving with your header style... like you said much more space efficient in comparison to M&I.

    • 3
Feb 12, 2014

awesome, glad we could help :-)

Feb 12, 2014

Sweet, thanks!

It's hip to be square!

Feb 12, 2014

Like the layout, great utilization of space. Will definitely use this from now on

It's hip to be square!

Feb 12, 2014

glad you like it ChiSquare

Feb 12, 2014

Question: What if I have literally zero work experience, but a bunch of extracurriculars with multiple leadership roles? How would I best represent that on a resume?

    • 1
Feb 12, 2014
Insider Trading:

Question: What if I have literally zero work experience, but a bunch of extracurriculars with multiple leadership roles? How would I best represent that on a resume?

You've never had any job or internship? That's a bit odd unless you are a freshman, but you can just make the leadership section larger and remove the "Work Experience" section....you'll probably have to increase the font by 1 point and increase the margins a bit, but it could work if you are able to put enough ECs and show a lot of initiative on campus...

That being said, you should also definitely be trying to get an internship if you are in college now and tracking the impact you have during that job so you can have really strong bullets that quantify results.

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Feb 12, 2014

I mean, one of my ecs is technically a "job" that I'm paid to do. But I'm a sophomore at a non-target, but I'll be transferring into a semi-target next year. I haven'd had a job or internship yet, but my double major will allow me to stay an extra year so I will have an extra summer for an internship. Believe me I've been trying! I'll be going abroad this summer since this is the only opportunity I will have to do so.

Thank you for your response, I really appreciate it!

Jan 24, 2016

Thanks for sharing!

Feb 12, 2014

I hope the experienced without deal experience is referring to people who are still trying to break in working in other fields!

Feb 12, 2014

yes, exactly...will try to get those posted later today.

The primary difference between this undergrad template and the experienced ones is that education is listed at the bottom, not the top....and obviously, the experienced with deals has a section for listing transaction experience. Will try to get on it asap.

Feb 12, 2014

Awesome template. Just one comment though - you should use the .edu email in the resume instead of Gmail, since you are a college student. It looks more formal, especially when lots of folks' gmail address is quite embarrassing.

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Feb 12, 2014

I really like the top of it, might adopt it on my own resume. Personally, I'd never list more than 3 positions as things tend to get really cluttered past that point. Never understood differentiating between Professional and Leadership Experience either, I'd just combine them into a singular "Work Experience".

However, awesome template and definitely a modern twist on a classic favorite.

Feb 12, 2014

The left/right margins in the template aren't the same. Should they be?

Feb 12, 2014

yeah, they are custom margins to pull the locations and dates a touch futher right (looks better when you have a longer first bullet that comes under the dates)...although for a template probably best to make margins more uniform, so I just uploaded a new version with the same left and right margins (0.7) and same top and bottom margins (0.5)...again, this resume is a bit crowded and you should not exceed the amount of content that is on this sample...i also changed the e-mail to a fake .edu e-mail so students know to use their school address...

Thanks for the feedback guys :-)

Feb 12, 2014

For the first listed work experience, should the last bullet point start with Utilized instead of Utilize?

I know this is just a template but I wasn't sure if it's a typo or there is a reason behind it.

Feb 12, 2014

Utilized is correct, but you shouldn't be using this template for the bullets, just for the formatting. The bullets are not that great and just there to show what the resume looks like filled in...

Feb 12, 2014

Thanks for the reply. I understand not to use the bullet points. I was just unsure if there was some weird logic behind making one of the bullet points present tense.

Feb 13, 2014

wow its weird seeing washu on there since I used to live in STL, but great resume template!

Feb 13, 2014

I'm also going to steal the header :D

Feb 13, 2014

Wow this is awesome, I'm looking for different jobs!

THANK YOU!!!

Feb 13, 2014

Great work Patrick and generous to give this out to everyone free of charge.

Masters in Finance HQ - The #1 site for everything related to the MSF degree!
MSFHQ

Feb 14, 2014

And I just bought the WSO networking guide (that included this) a few hours before you posted this. :(

Quick question though: Would you recommend including your LinkedIn link somewhere in this resume, if so where?

Once I did bad and that I heard ever. Twice I did good and that I heard never.

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Jun 14, 2016

Better yet, replace the entire resume with a QR code.

Feb 14, 2014

Great layout, will definitely use some of it. I am obtaining both a BS in Econ and BBA in Finance (one in b-school and one not), what is the best/proper way to display this on my resume?

Best Response
Feb 14, 2014

Thanks for sharing, Patrick. I think many prospective monkeys will find this resume template very helpful. That said, I think you may have been overly harsh in your response to animalz ("projecting your own insecurities"... let's not attack the poster's character!).

Some quick thoughts on the WSO vs. M&I resumes from someone who has been mildly obsessed with resume formatting...

- At a first glance, the WSO resume template looks better. When evaluating a thick stack of resumes, bankers can tell just by glancing which resumes look like a banker resume. Those resumes will get a little more attention becomes it primes the resume screener to take the candidate seriously. The two things I noticed that are most superior about the WSO format is that, from a purely high-level glance, it has (1) tighter margins and (2) a more distinct header. To expand, thick margins, such as the M&I one, convey that you are inexperienced. Doesn't matter if you're not, it just looks that way. And while it's understandable that a college kid may not have as much relevant experience and you don't want to pad your resume with too many BS items, thin margins still convey experience. As for the header, the problem with the M&I header is again, it conveys a lack of experience. Large headers imply you are trying to take up as much space as possible. The other issue is that it is a plain/vanilla header. While this is an appropriate resume header for most jobs, it doesn't, and this is subjective again, look like a banker resume.

- General formatting points: I actually prefer the long divider lines separating the sections, but that is a preference. WSO resume does a nice job with smaller bullet points (the M&I bullet points are huge). WSO also does a nice job reducing the excessive bolding that the M&I format does, especially in the education and bottom section. My personal preference is to only use bold for the section headers and the company/school/organization name. I like keeping the dates in italics (symmetry with the italics of the job title), but to actually unbold the location of the job/activity. Like I mentioned, I just prefer bold items for the most important sections and the location doesn't really factor that high to me. Plus it's already in a pretty distinct location, separated from clutter, so there's no need to bold to make it stand out, it's already easy to read.

- In re: animalz comment, I think two lines of coursework is OK. Based on the length of some of the course names, I'd be surprised if you could fit relevant coursework into one line.

- I like separating the work experience from the activities/leadership experience, similar to the WSO format as opposed to combining them like in M&I. Bankers value professional experience more highly than activities, and I used to find it unnecessarily confusing when activities were mixed in with jobs. For instance, if I see "So-and-So Capital Management" in the work section, I expect it to be a real fund, not a student activity.

- For the bottom miscellaneous section, I think both are more or less fine. Like I said above, I like how WSO doesn't bold everything. I'm not completely sold on some of WSO's category choices, especially the computer section. I know we're supposed to ignore the text, but I don't think the template should potentially mislead a student into saying that they are an "Expert in Excel, PowerPoint, CapitalIQ, Bloomberg". MS Office skills are generally a waste of space and are probably detrimental to put on your resume. Calling yourself an expert would just be the icing on the cake if you want to get laughed at. I might consider replacing "computer" with "skills" or something of the like. Better yet, my personal preference might be just to do three sub-categories: Skills, Certifications, and Interests. Languages and CapIQ/Bloomberg can fit into Skills, while classes and certifications can fit into Certifications. That being said, there's a lot of flexibility to do whatever you want at the bottom section, but I will caution you that it is one of the few sections people look at closely just because it provides a sense of character to your resume.

Hope some of those comments were helpful. Best thing for applicants to do is to take elements that they like from different resumes to make their own. The WSO resume template is a great start for that.

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Feb 14, 2014

Someone should make a computer program that takes thousands of resumes in varying formats and wording styles and associated data such as which people got first round interviews and which didn't and run complex algorithms to triangulate the perfect resume.

Feb 14, 2014

lol, not sure if serious, but we are compiling a pretty massive database of interview insights, company reviews and compensation that gives us cross sectional rich data sets on School, Major, Degree, GPA, Sex, Race, across all companies...some of this aggregated data will be available on the main Company Overview pages in 3-4 weeks (all will be available if you've contributed or are a subscriber), but we're trying to make it useful, so I spent a long time yesterday learning about Bayesian Estimates and how to get a fairly accurate percentile ranking across companies that takes # of votes into account. It's a bit off topic, but I found it interesting and was a bit shocked that Amazon doesn't do this with their 5 star rankings...: http://wiki.answers.com/Q/What_does_true_Bayesian_estimate_mean_in_connection_with_the_IMDb_Top_250_ratings

...so while we may be able to tell you what majors and schools (and even race) each company tends to target (on a relative basis of course), we will likely be forced to debate what the "perfect resume" is for a while.

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Feb 14, 2014

I was being serious...basically the same idea as what you're doing with targeted stats with but with resume formatting "stats". But given the sheer amount of possibilities a computer program would almost definitely be needed, and you would need a ton of resumes to analyze as well as how they fared.

I think there is such a thing as the perfect resume in theory, just like the perfect woman...

Feb 14, 2014

yes, although I'd argue the variability in experiences (and subsequent spacing between sections) and naming conventions for various sections would make the # of resumes needed to get anything useful more than the thousands of resumes you see hired across the world in finance every year...you'd have to define and measure formatting on many different levels, run thousands of resumes that got an offer and thousands that didn't and see if a certain variable has a meaningful statistical difference (like margins is probably easiest, but proportional spacing is probably much harder to do but more meaningful...). Interesting to think about for sure...

Feb 14, 2014

I think what you would find is that many of the resumes of hired candidates would have similar features, but none of those features would be a particularly strong indication that a candidate will get an interview. Perhaps it would fit under one of those "causation vs. correlation" categories. As in, good candidates will generally always have a nicely formatted resume, but they didn't get the interview because of it. Experience is probably 95% why someone gets an interview and I suspect that if you ran an analysis on that, you would find that most candidates come from target schools, have high GPAs, good leadership experience, and so forth.

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Feb 14, 2014

Mahalo!

Feb 17, 2014

Awesome! Great resource.

Feb 21, 2014

Thanks!

Feb 26, 2014

Thanks!

Mar 12, 2014

Thank You

Mar 30, 2014

Thanks! Mine looks very similar to it, after having spent obtuse amounts of time fixing and polishing.

Learn More

7,548 questions across 469 investment banks. The WSO Investment Banking Interview Prep Course has everything you'll ever need to start your career on Wall Street. Technical, Behavioral and Networking Courses + 2 Bonus Modules. Learn more.

Mar 30, 2014

Very nice - better than M&I. Not sure why idiots are critiquing the bullets you wrote in probably 10 minutes.

Obviously all the nooby college kids don't have any experience, but for the rock star target kids with a couple boutique and MM banking internships and leadership positions, the "additional information" section should be like 1-2 lines, and I would remove the "relevant coursework" section. Kids with too much white space need that shit on there, but the idea is that the older you get, the more you should focus on work experience bullets.

Good shit.

Apr 28, 2014

that's awesome!!!!
can't pass any interview.. hope it helps!!!

May 1, 2014

Sorry if this has been asked before but I have a couple of questions about your excellent template.

1. I noticed you don't split the deals (and what you did per deal) like the M&I format. What do you recommend if an intern worked on a couple of deals/projects?

2. Not all the bullet points have 'results'. Does this matter? E.g. * Responsible for performing comparable companies and precedent transaction analyses in Excel --> which was included in the pitch book or something would be an example result. Should you include this?

3. In the interests section is it worth expanding a bit rather then just listing the interests e.g. Running vs Running (completed 10km marathon in 2 hours).

Thank you.

May 3, 2014

Few formatting things:
- in the table under "ADDITIONAL INFORMATION" the spacing within the table should be:
Before: 0; After: 0; Line spacing: 0; At: 1.1
* currently it is: Before: 0; After: 3; Line spacing: 0; At: 1.1 which is off from the rest of the resume sections
- maybe it's just me, but I think not having a table under "ADDITIONAL INFORMATION" would look more consistent with the rest of the resume. Same goes for not italicizing "skills, modeling, computer, certifications, interests" (previously you only italicized the position and dates)
- Just plain "Modeling" sounds a bit strange, can this be changed to "financial modeling"?

Just my $0.02

Jul 1, 2014

I just landed a job as an equity analyst, but I will definitely share this to my juniors and colleagues.

You da real MPV. May you - and this amazing forum - live long and prosper.

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Jul 1, 2014

Great Resume. Went to this Investment Banking Workshop held at Columbia University last year and the guy showed us his resume which looked almost like this. Loved it!

If you fall down, make sure you get back up with a vengeance!
Jul 2, 2014

Thank you, this is my first time come here, and this template will help me a lot . :)

Jul 4, 2014

you're welcome!

Aug 19, 2014

Thanks for the template WSO!

Aug 20, 2014

awesome thanks

Aug 25, 2014

I have a strong background in sports (played 3 different sports at a national level). How would I showcase this best? It seems that putting f.i. Rowing (national level heavyweight 8) is understating it.

Aug 26, 2014

it is like deja voo to mee

Aug 26, 2014

Thank you! This is great because it can be applied to any industry really, and definitely a huge improvement over the way I was organizing mine originally.

Aug 27, 2014

Thanks!

Aug 28, 2014

I've always been told that as a college student, your resume shouldn't be longer than a page, is it just bs?

Aug 28, 2014

no, that is correct. Keep it to 1 page max

Aug 28, 2014

Thanks!

Aug 31, 2014

Can somebody please enlighten me as to the differences between a "grid" resume like the one attached here and the standard "white space" resume? Are there any advantages of each?

"Two Stolis on the rocks."

    • 1
Sep 2, 2014

We use a grid / box system to help make alignment and section spacing as consistent as possible. The grid doesnt / shouldnt show up in a PDF :-)

Oct 2, 2014

Patrick

Can you clarify the difference between CV and Resume/Cover Letter?

Is this considered a CV or a resume?

Gabriel

LA Bull

Oct 2, 2014

CV or "curriculum vitae" is the same thing as a resume...in some countries it's more like a long form resume. cover letter is the letter you typically attach with your application that expresses your interest in a position and why you are qualified.

Hope that helps

Oct 2, 2014

Thank you for blessing us monkeys with a template that is superior to M&I. This template is an excellent resource for myself because as a USC campus rep I can use the information from the thread to point out the superiority and promote just one of the many benefits WSO websters can get! Every advantage counts! As well, Animalz has served as an excellent scapegoat for Patrick to fund the comparisons between M&I and WSO so thank you Animalz!

Time to get back in the cage!

Monkey Boy Out

LA Bull

    • 1
Jan 2, 2015

@wallstreetoasis.com - this resume looks great!

But is anyone else having trouble editing the template? It seems, at least for me, that the sections were created using the tables feature? Maybe I'm not as savvy with Word as I thought? Just spacing down to add another entry under a section is turning out to be a real bitch...

Jan 3, 2015

turn view gridlines on...that should help you a lot. The resume uses tables to keep everything properly aligned like a good anal banker would ;-)

Mar 31, 2015

I can't find the link to download this resume template. Any help?

Mar 31, 2015

Anyone know how to download this on the new forums?

Apr 1, 2015

same issue, couldn't find the link to download this on the new forum

Observe. Learn. Share.

Apr 1, 2015

same, cannot find link.

Sep 1, 2015

That dude's resume just shat all over my self esteem :-)

    • 1
Dec 23, 2015

Very useful! Using a two column layout for name/position/date/location is key for glueing text exactly on the margin limits.

Edit: just noticed the tables. This might be more relevant to EMEA but does anyone know whether the CV scanning machines some banks use (APSs or 'Applicant Tracking Systems') can read through tables? I vaguely remember someone telling me they can't

Dec 29, 2015

Thanks WSO! Now we can all have the same resume format!

Jan 6, 2016

Prefer this to the M&I template. Thanks, WSO!

Jan 6, 2016

This is helpful! thanks

Jan 6, 2016

How would I go about adding an additional experience with this table format? I have tried copy/paste that doesn't seem to work

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Jan 13, 2016

make sure you have gridlines turned on under view...

    • 1
Jan 7, 2016

Thanks WSO! This site has been an invaluable resource, keep up the great work. Oh, and the the Interview prep packs is fantastic as well.

    • 1
Jan 22, 2016

Thank you.

Jan 30, 2016

Awesome Thank you so much for this informative post!

hi

Feb 24, 2016

Thanks for sharing

Mar 11, 2016

Awesome, thanks

Mar 22, 2016

This format seems to be longer than a page when i try to export it to word? Any reason why?

Apr 5, 2016

Everyone uses the same format and that's how recruiters like it. It makes it easier for them to look over it. They look over so many that it's good to have them in a similar format. It shows that you have at least done enough research to know that there is a generally accepted format

Apr 5, 2016

I am not sure about the M&I template, it doesn't look really nice. personally I would only use it after I had my own modifications...

Kiss kiss bang bang

Apr 5, 2016

I've got a PDF of some experienced MBA resumes if you want to sift through them

Apr 19, 2017

I would like to if the offer is still available.

Aug 17, 2017

Would love that also.

Apr 5, 2016

What exactly are you asking? And doesn't everyone take calculus during college? If any role was even that quantitative to use calculus material, I'm sure that they would require upper level proof based math courses which you can list instead of your "calculus" class.

Dec 28, 2016

Thank you so much!

Nicest haircut than Bateman

Dec 30, 2016

Are there any examples on how to convert Military to Civil Investment banking resume? I want to update blog post, so any of articles will be a great fit for my purposes.

Jan 29, 2017

Could someone guide me on how to format the grey line that separates your job function from its timeline? I can only seem to get it to split the two right down the middle, when on this template the grey line leans slightly to the right. Thanks.

Feb 28, 2017

This is awesome thanks!

Apr 2, 2017

Hi! the template is great, he only thing I wonder is why the age does not appear on the resume. Thanks again

Apr 19, 2017

Great!

May 10, 2017

What the best way to organize the following on you resume:
Same company
Multiple positions
Multiple locations

E.g.
You were an analyst for a bank in NYC, then became an associate for the same bank but based in Hong Kong. Where would you include the location?

Classic Option:
ABC Bank_______________________________ New York, New York
Analyst___________________________________September 2012 - September 2014
-bullet
-bullet
Associate_________________________________September 2014 - September 2015
-bullet
-bullet

Unfortunately now it looks as if the Associate position is in NY as well.

Option 2:
ABC Bank
Analyst___________________________________New York, New York
___________________________________________September 2012 - September 2014
-bullet
-bullet
Associate________________________________Honk Kong
__________________________________________September 2014 - September 2015
-bullet
-bullet

Feels like option 2 takes up too many lines.

Thoughts?

May 25, 2017

Thomas James, investment banker who moonlights as a bespoke suit salesman.

Jul 9, 2017

Helped a lot, many thanks

Jul 15, 2017

Thanks a lot for doing this, do you think it would be fine to add non-financial work experience or add volunteering experience overseas? Thanks again

Jul 17, 2017

Thank you!

Jul 19, 2017

Incredible resource here, I'm looking to update my resume using the deal experience template, but the link keeps circling back to this post. Any thoughts?

Jul 26, 2017

Thanks for the template!

    • 1
Aug 23, 2017

Thanks WSO, used it and scored myself a SA gig at a very small PE firm! (I'm not from a target).

Aug 23, 2017

badass - great job!

Aug 31, 2017

What about the Jessica Pointing Resume?

Sep 9, 2017

What about it? Very impressive resume, but not necessarily banker-specific in terms of format and style.

Sep 9, 2017

Does anybody think one can be justified in using the 'experienced' resume template over this one for SA applications? For example, I have experience at a boutique corporate advisory shop and a small fund - I want to highlight this over the fact that I am from a non-target.

Sep 9, 2017

I have a question regarding the last one : Don't put "founded investment banking club" --- but I did, I really did, so what do I put on my resume ? President, Member ?

Oct 5, 2017

Very nice template, I had to make some modifications to fit everything but awesome!

I just got admitted to a mentorship program in the Finance Sector Union in my country. I will basically get a mentor working in the financial industry that I can meet and get tips and stuff like that. Is this something I can put on my resume? Currently in the process of applying for MSc finance so really trying to polish it.

Oct 10, 2017

Dear all,

I cannot access to the resume template for candidates with deal experience.

Best,

Daniel

Oct 31, 2017

Great! Any chance you would have a template for an experienced hire looking to change careers or would it be okay for you to have a look at my resume? Thank you!

Nov 18, 2017

Does this template work for wealth management? If I were interviewing for an advisor role.

Nov 28, 2017

Yes - it can work for any industry really, I would just make sure that if you are an experienced hire that you list Experience above Education.

Good luck!
Patrick

Nov 22, 2017

Does it make sense to include Series 79 and Series 63 certifications? If so, which section should it be included in? Formatting?

Jan 3, 2018

Yes - always include certification information. Should go at the bottom in Additional Information

Jan 16, 2018

Thank you for this post!

Jan 16, 2018

Would you recommend that undergraduates with transactional experience structure the work experience entries to reflect that of the Private Equity template? Still keeping education at top followed by work experience, but indented work experience entries to make note of different projects.

I understand that summer analysts aren't typically employed long enough to gain significant exposure / see the deal close - but is it something to consider?

Jan 31, 2018

Thank you for the post!

Feb 2, 2018

^^^ seriously, thanks! been lurking for a while and have been using this template

Feb 26, 2018

This is so helpful! Thank you WSO!

Mar 23, 2018

Tuck format seems better than this.

Mar 30, 2018

Hi, hoping I get a reply. I was wondering if I should inculde my current part-time barista job on my CV. I already have a lot of other finance related stuff on my cv which is quite enough to fill the page. I was just wondering if I should include the part-time job simply because I am currently employed there. Pls help!

Mar 31, 2018

It depends, if some of the finance related stuff includes jobs, I would leave it off. If you've never had a finance job or internship before I would leave it on. You don't want to look like someone who has never worked in his life. I'd leave it off if you have had other finance jobs as it isn't relevant.

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Apr 18, 2018

I like how you redid the article to give it more structure and put the spotlight on the many advantages of this template.

Apr 21, 2018

What should I do to improve my resume if I don't have any finance related internship or coursework. I don't have any work experience also, currently pursuing masters in comp.sci but want to apply to trading firms. Please advice how should I prepare the resume.
Thanks.

May 14, 2018

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May 14, 2018

This is the post that made join this site. Cheers.

May 19, 2018

Hi Patrick,

Resume looks great but is useless when it comes to editing it. E.g. I cannot add another experience sections (e.g. had 3 internships instead of 2), when I try to copy paste a section it does not work. You advised to turn gridlines on but it does not help, the only thing it does is that you can see gridelines? Please help

Jun 1, 2018

I would just do this manually

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Jun 8, 2018
buggme:

I would just do this manually

Great job ;)

Jun 21, 2018

Absolutely phenomenal

Jul 2, 2018

Greatly appreciated! The aforementioned link to the resume template with experience, however, doesn't seem to work...

Jul 13, 2018

Hi,
Thanks for the awesome template!

I was wondering if you could tell me what to put on this resume as an incoming freshman? If I have trading and investing experience for my portfolio, should I put them on?

Also, is it possible to secure an internship on Wall St as a freshman?

Thanks!

Aug 22, 2018

As @Hehetao and probably others above have mentioned, the link to the experienced resume template is incorrect and leads to this very page pls fix thx

Aug 23, 2018

Thanks for the great information and template.

Aug 23, 2018

its pretty much the same as any other Financial services resume

Disclaimer: The post above has been made by someone who is not currently employed in IBD, and has not had an interview yet...

Aug 23, 2018

I know in my interviews the things the interviewers really keyed on was the previous employment section of my resume. The summer after my junior year I interned at a technical consulting firm doing mostly risk management. They seemed to be especially interested in that.

My resume had 4 sections: Education, Work Experience, Skills and Honors, and Activities.

Obviously they were more interested in the work experience and education background...but I still was asked about some of the honors I'd received (honor societies, leadership positions, etc).

Aug 23, 2018

I had 3 sections: Education; Professional Experience; and Activities and Interests. I included any "honors" under the education section when describing my college and high school education. The only academic honor I've received in college is dean's list anyway, but I had a bunch of awards (such as being a national merit scholar) that I made sure to put under my high school education description. I also put my SAT score under the high school description, and would particularly recommend doing this for anyone at a non-target if your score is good (minimum 1400) - it shows that you are smart and for example chose to attend whatever college you're at for a scholarship, etc. I'm at a target but have mine on their anyway, because let's face it, there are plenty of ways to get into a target school and thus plenty of people at my school with crappy SAT scores.

Make absolutely sure you include a section like "Activities and Interests." Sure, the banks want to see your GPA, college, and work experience most, but this "Activities and Interests" section helps to make you more three-dimensional and interesting - I was pretty much always asked about my extracurricular experience and "interests" (I had running and skiing listed among other things). It's good to put some athletic type of activity under your interests section (you don't have to be on a team, you can just say you play with friends or engages in the sport (like skiing) over vacations).

Aug 23, 2018

.

Aug 23, 2018

many people talk about SAT scores, would it be useful to be in a society like mensa for resumes, and where would you list that?

Aug 23, 2018
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