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 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.
- 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.
- 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.
- Volunteer Positions: Not professional. Send it to extracurricular.
- 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.
- 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
- DCF valuation
- leveraged buy out
- distressed debt
- comparables analysis
Resume Tense - Past or Present?
The main thing to focus on here is consistency. There are two options here:
- Use past tense throughout the entire resume. The reasoning here is that your resume is a summary of everything you've done.
- 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:
"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:
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 :-)