The investment banking industry is
one of the most complex and challenging jobs in the financial sector. As part of a universal or commercial banking divisi
on, investment bankers employed by banks are resp
onsible for helping clients understand the current investment climate in order to raise capital.
Before starting to write your investment banking
resume, make sure to read Cake's complete guide
on how to make it stand out. We also provided an example of an investment banker's
resume and template.Table of C
ontents
What Are the Resp
onsibilities of an Investment Banker?
Guidelines for Writing a
Resume for Investment Bankers
Tips for Writing Winning Investment Banking
Resumes
Investment Banking
Resume Examples Templates
Investment Banking Cover Letter Example
What is the role of investment bankers?
Understanding investment can be complex for the average pers
on. Investment banking jobs primarily involve providing support for companies seeking to raise capital. This includes activities such as mergers and acquisiti
ons, financial advisory services, underwriting, and managing the initial public offering (IPO) process. Read more about the role of investment bankers, their roles, salary and required skills.
When writing an investment banking
resume, understanding the job resp
onsibilities is an absolute must. This advice is especially important for entry-level candidates, as the extent of your knowledge about the job you are applying for will actually be reflected in your
resume.
Guidelines for Writing a
Resume for Investment Bankers
Pers
onal Informati
on
The first thing to fill out when creating an investment banking
resume is pers
onal informati
on. There are limits to what you can and can't include.
In recent m
onths, there have been cases of recruiters being caught stealing candidate data and using it to defraud candidates. In the digital age, pers
onal informati
on is the new gold that must be carefully guarded.DO'sName: Provide your full name clearly. If you have two legal names, you can include both. Name is the primary identity that hiring managers need to identify applicants.Email address: Email is a tool for professi
onal corresp
ondence. Email saves all c
onversati
ons in case they are needed someday.Ph
one number: Hiring managers usually use messaging apps when they need a quick resp
onse from a candidate.Your City: Include the city where you currently live. This informati
on is used to help recruiters estimate the distance between your home and the office, or the possibility of relocating if necessary.LinkedIn account: Today, LinkedIn is a social media platform for showcasing your professi
onal life. It also makes it easier for you to network. Recruiters can check your profile if they need additi
onal
references.Portfolio: You can include a link to your portfolio to make it easier to review your investment banking
resume. For banking, this could be your work in a programming language or a list of certificati
ons you've earned.There are a few caveats you need to keep in mind when creating your investment banking
resume, which are:
D
ON'TsList
only your city of residence, not the entire page. This reduces the risk of a data leak.At the initial stage, companies never ask for insurance numbers or identity numbers. These are
only requested when you are officially accepted as an employee.Whatever your beliefs are, they have nothing to do with the way you work. So it's best not to list them
on your investment banking analyst
resume. In some countries, it is illegal to ask for detailed pers
onal informati
on.
Resume Summary
An investment banking
resume needs a summary, a c
oncise statement that summarizes the entire c
ontent of your applicati
on. It should be
only three to four sentences and need to summarize your background, work accomplishments, and other important informati
on.
The
resume summary is the very first part that recruiters read. If the summary is not str
ong, the chances of your investment banking
resume being read in its entirety are slim.
You can start by listing your skills, then your measurable accomplishments and important informati
on. After that, organize the informati
on as densely as possible but still clearly. You can try stringing words together in a scrapbook or Microsoft Word.
Read your sentences aloud. This method can increase your sensitivity to whether or not your summary is good enough. The next step is to ask some
one else to read it for you. Then ask for feedback and suggesti
ons for improvement.
Here are some
resume summary examples that can be
on an investment banking
resume:Detail-oriented and passi
onate fresh graduate in Ec
onomics with a 3.9 GPA from Gadjah Mada University. Has experience as an internal investment analyst at Macroindo, mainly assisting the senior team in analyzing financial risks and security of the company's assets. Pursuing a role as an Investment Banking Analyst at JP Morgan.A senior investment banker with more than 8 years of experience advising clients
on best practices for mergers and acquisiti
ons. Track record of project managing $50-$70 billi
on merger and acquisiti
on transacti
ons for internati
onal companies. Eager to apply my expertise as an investment banker at Kenney.
A senior investment banker with 15 years of experience in global asset management, particularly in the design and structuring of new investment products. Successful track record with an average increase in client assets under management of 40-50%.
Career Objectives
New graduates sometimes find it difficult to distinguish between career goals and career objectives. They are both at the top of the
resume if you are writing an investment banking analyst
resume.
However, the summary of investment banking
resume is used for professi
onals who have at least two years of experience. Career objectives are used by fresh graduates or job seekers who are changing careers.
Career objectives written in an investment banking
resume c
ontain your future goals. For example, you are applying for a job because you want to use your technical skills in banking.
Fresh graduates with no work experience can include informati
on about mastering skills critical to investment banking or n
on-technical skills that can help them communicate with clients.Career objective - Investment banking
resume example #1A fresh graduate who is excited to join ABC Bank as a Junior Investment Banking Analyst where I can start my early career and h
one my skills.Career objective - Investment banking
resume example #2A data analyst looking to make a career change as an Intern Investment Banking Analyst by applying my skills as a str
ong researcher.Career objective - Investment banking
resume example #3A highly motivated and hardworking fresh graduate seeking an Investment Banking Analyst positi
on with key expertise in Mathematics and Ec
onomics.
Work Experience
This time we are going to focus
on the most important part of an investment banking
resume: work experience. Here are some tips
on how to make your work experience secti
on stand out:
1) Quantify your accomplishments
The mistake many job seekers make is not being able to explain how they c
ontributed to the company. C
ontributi
on is not just a list of resp
onsibilities.
Hiring managers understand the day-to-day tasks you perform more. C
ontributi
ons that are referred to here are accomplishments that can be easily measured.
Example: "Prepared financial analysis for more than 10 clients." This descriptive sentence doesn't explain what impact you had
on the client.
What if we changed it to: "Prepared financial analysis with 100% accuracy for more than 10 clients, successfully increasing their satisfacti
on rating to 99%.
The sec
ond sentence is more powerful in explaining the impact of financial analysis jobs
on clients. To build credibility and coverage, try to include numbers, percentages, and financial data as much as possible.
2) Use acti
on verbs and bullet points
Acti
on verbs are words that show the process of the work you do. Acti
on verbs are used in investment banking
resumes to emphasize your role in the previous company. Some of the acti
on verbs you can use are:
Created
Achieved
Decreased
Increased
Performed
Completed
Presented
Completed
Adapted
Collaborated
Built
Analyzed
Duplicated
Developed
Improved
Implemented
Established
Meanwhile, bullet points make your
resume more organized and c
oncise. The purpose of using bullet points is to make your investment banking
resume easier to read.Work experience secti
on - Investment banking
resume#1Senior Investment Banking Associate atWells BankApr 2017 - Apr 2024Successfully developed and maintained financial models and investment strategies that increased efficiency by 45% for investment evaluati
ons, projecti
ons, and valuati
ons.Performed detailed financial statement analysis for over 250 clients to determine financial and operati
onal scenarios.Established relati
onships with auditors, legal and other professi
onals to perform risk assessments.M
onitored portfolio company performance
on a regular basis, making informati
on updates more effective.Work experience secti
on - Investment banking
resume#2Senior Investment Banking Analyst atWells BankJan 2013 - Dec 2016Performed scenario analysis and sensitivity testing that successfully reduced potential impact
on investment decisi
ons by up to 50%.Developed and maintained financial models used for investment analysis, discounted cash flow, etc.Evaluated risks associated with investment opportunities that influenced senior management decisi
ons.
Skills
Skills can be divided into two categories: technical skills and n
on-technical skills. The list of skills in an investment banking
resume is what differentiates you from other candidates.
Technical skills are the specializati
on you have in certain tools. While n
on-technical skills are your interpers
onal skills when communicating with others.
Here are some of the most important skills you must have if you want to become an investment banker:
Hardworking and Disciplined:Being an investment banker requires dedicati
on and the ability to persevere. Investment banking has an intense work culture with l
ong hours.This means that if you can't be disciplined and hardworking, you will be left behind and eliminated by your colleagues. Forging these two traits is not easy, so before you send your
resume for an investment banker positi
on, you need to understand the risks of working in banking.Intellect:An investment banker works like a machine because you have to calculate, analyze, research, and so
on at the same time. According to Investopedia, the intellect of an investment banker is a core competency that must be possessed.Companies also need employees who maintain intellectual curiosity. This habit can accelerate
one's understanding of the job and generate creative and smart ideas.Expert in Numbers:Financial reports, of course, c
ontain numbers. Investment bankers who are numeracy experts automatically train their brains to think systematically and logically.When a problem arises, a trained investment banker can do accurate financial analysis and estimate what steps to take, what opti
ons are available, what risks are involved, and more.Meticulous:The end result of investment banking is to advise companies
on the directi
on of their business. Inaccuracy in reading reports will have fatal c
onsequences.An investment banker may miscalculate the price of a stock, resulting in a loss instead of a profit.Leadership and Client Relati
ons Skills:It is naive to expect clients to have the same characteristics. Sometimes we meet clients who are easy to deal with, but there are also times when we have to deal with annoying clients. The ability to build a good relati
onship also means the ability to adapt to the characteristics of the client.It's time for you to showcase your leadership skills and client relati
onship-building experience as an investment banker. As well as the ability to communicate high-level financial strategies and c
oncepts with executives.Open-minded:Investment banking is a broad job. Every day there is something new to learn. An open mind can lead to a deeper understanding of the professi
on, the opportunities it offers, and the paths to further development.
Educati
on History
Educati
on informati
on is especially important for recent graduates submitting investment banking
resumes. For those who already have work experience, you can also include this informati
on, although the format will be different than for entry-level positi
ons.
List your educati
on chr
onologically, starting with your most recent educati
on. Include details such as the name and locati
on of the university and the dates of attendance.Include your GPA if it's above 3. If it's below, it's best not to include it.For recent graduates, place this secti
on under
resume objectives. That way, recruiters can easily see your affiliati
ons.Educati
on secti
on - Investment banking
resumeBachelor of Science in Accounting Graduate in February 2024GPA: 3.8/4.0; SAT: 1500Relevant coursework:Investment Banking and Corporate Finance Bootcamp - Singapore Management University, 2023Undergraduate Wall Street Bootcamp, 2023Investment Management - University of Geneva (via Coursera), 2022Investment Banking: Financial Analysis and Valuati
on (via Coursera), 2022Educati
on secti
on - Investment banking
resumeMaster of Science in Ec
onomics (Summa Cum Laude)Nati
onal University of SingaporeJan 2006 - Nov 2008Bachelor of Science in Ec
onomics (Summa Cum Laude)University of Ind
onesiaApr 2000 - Apr 2004
Other Informati
on
Languages skills
The use of English in today's working world is comm
onplace. The opening up of work-from-home and work-from-anywhere opportunities allows you to work in overseas companies without leaving your hometown.
In investment banking, the clients you meet can be diverse. Mastering a foreign language other than English can attract more clients from around the world. This is a very beneficial move from a business perspective.
Mandarin, Japanese, German, French, and Spanish are being studied. It seems to have something to do with the ec
onomic level of the country. Aside from being a banker, you can also find opportunities to become a translator for clients.Language secti
on - Investment banking
resumeLanguage skillsInd
onesia (Native)English (IELTS: 6.5)Germany (C2)Mandarin (HSK 4)
Certificati
on
For an investment banker, certificati
on is a sign that his or her technical expertise is recognized by a trusted instituti
on. It also enhances the banker's credibility and reputati
on.
Some countries even prohibit an investment banker from practicing without certain certificati
ons or licenses. In the United States, SIE and FINRA licenses are mandatory for bankers.
CFA and FRM are professi
onal certificati
ons that signify that the banker has technical expertise and can apply it appropriately.
These certificati
ons and licenses also open up more opportunities for a banker. This means that the possibility of holding the highest positi
on, that of managing director, is increasingly open.
Chartered Financial Analyst (CFA)Certified Public Accountant (CPA)Associati
on of Chartered Certified Accountants (ACCA)Financial Risk Manager (FRM)Chartered Alternative Investment Analyst Associati
on (CAIA)Chartered Institute Of Management Accountants (CIMA)Certified Internati
onal Project Manager (CIPM)Internati
onal Budget Partnership (IBP)Certified Financial Modeling Valuati
on Analyst (FMVA)Series 7 LicenseSeries 63 LicenseSeries 65 LicenseSecurities Industry Essentials (SIE)
Tips for Writing Winning Investment Banking
ResumesCreated by Cake
Resume
Have you d
one your research?
Research is a critical asset when building an investment banking
resume. Job postings do not provide all the informati
on about a company. In fact, a company's work culture may not be the right fit for you.
There are several benefits to doing your research:
You will know what kind of company you are applying to. This includes an overview of the work envir
onment, the typical base salary offered, the employment c
ontract, the career path, and the benefits offered.The research process will help you feel more c
onfident. Hiring managers typically test how well you've researched their company. Your answers will show how enthusiastic you are about joining their team.Job descripti
ons show
only a porti
on of the work you will be doing.
Once you've explored the company's social media, you can at least get an idea of the additi
onal work your employer will assign to you.Research will help you identify which aspects of your
resume you need to strengthen. For example, you can include jarg
on or even specific terms that are comm
only used in the company.Use your research to determine which skills need to be emphasized to meet the requirements.
You can use the company's official social media or ask for testim
onials from former employees through LinkedIn. For comparis
on purposes, you can also look at competing companies' social media.
Do you know the difference between a
resume and a CV?
CVs and
resumes are often interchangeable in countries such as the United Kingdom, New Zealand, some European countries, Australia, and some Asian countries, such as Ind
onesia and Malaysia. However, they serve very different purposes.
A CV is a summary of all your professi
onal activities, including your educati
onal history, work experience, internship experience, organizati
onal experience, and a list of skills.
CVs can be up to 10 pages l
ong (more if needed) and are intended for academic purposes, such as applying to be a researcher or lecturer, getting a scholarship, or seeking research funding.
In the United States, where the two are strictly separated, when recruiters ask for a CV, they expect a comprehensive overview.
But if you're applying to a company in Southeast Asia, for example, you might want to c
onfirm the format first before sending it.
A
resume,
on the other hand, is a c
ondensed versi
on. The length of a
resume is no more than 3 pages. It includes all of your work experience relevant to the positi
on you are applying for.
If you are sending an Investment Banking Analyst
resume, it would be more sustainable if it c
ontains activities that you have d
one related to the world of banking and investment.
For example, a candidate with more than 10 years of experience may omit some secti
ons of the investment banking
resume. Examples of secti
ons that are not relevant for senior-level candidates with l
ong tenure are educati
on history and skills list.
What type of
resume will you use?
Did you know that there are three types of
resume formats? By choosing the correct investment banker
resume format, you can increase your chances of getting noticed by hiring managers. Often, the most appropriate
resume type is chr
onological. Here's the full explanati
on of each type:
Chr
onological
Resume: This
resume lists all informati
on chr
onologically, with the most recent experience at the top. Recruiters can easily see whether the candidate's recent activities are relevant to the company's needs. In additi
on to investment banking
resumes, the chr
onological format works well for job seekers with a linear work history, such as from banking analyst to banking associate to vice president.Functi
onal
resume: Are you a recent graduate struggling to put together an investment banking
resume? If so, you should know that the functi
onal
resume format is best suited for recent graduates. In a functi
onal
resume, instead of highlighting work experience, candidates can replace it with promoting their hard and soft skills.Combinati
on Resume: This is the least appropriate format for an investment banking
resume. Combinati
on resumes are often used by freelancers and job hoppers who have a variety of work experience. Unfortunately, an investment banking
resume is a rather strict job when it comes to background requirements for candidates. As a result, it is difficult for freelancers to break into this industry unless they are enrolled in a specialized investment banking program.
How do you place keywords in your investment banking
resume?
Many companies use applicant tracking systems (ATS) to c
onduct the initial screening of candidates. The way it works is that the hiring manager enters keywords according to the qualificati
ons needed by the company. These keywords are placed in the cover letter,
resume summary,
resume objective, work experience, and even letters of recommendati
on, if any.
For example, the company needs an analyst whose primary skill is creating financial models. The ATS engine will scan which
resumes c
ontain the word financial model.
The easiest way to find the right keywords is to understand the job descripti
on and requirements in the job posting. Companies usually emphasize the type of candidate they are looking for.
For clarity, check out the sample job descripti
on below:Investment Banking Intern Job Descripti
on
Assist in c
onducting TMT/C
onsumer industry and company research and analysis.
Assist in the preparati
on of materials for internal and external meetings (e.g. pitch books, presentati
on materials, teasers, etc.)
Assist in the development of financial models, investment strategies, valuati
ons (e.g., DCF, sensitivity analysis, comparable), and due diligence.
Act as a liais
on between the team and other parts of the company
Keywords you can find are pitch books, presentati
on, financial models, valuati
on, analysis, investment banking intern, TMT, and c
onsumer products.
Once the keywords are in place, you still have a job to do.
You see, each company has different candidate requirements, even if the job is the same. Company A and Company B are both looking for banking analysts, but their requirements may be different.
Using keywords in an ATS requires you to tailor each investment banking
resume you create to the job descripti
on of each job. This will increase your chances of getting through to the interview stage.Investment Banking
Resume Templates and ExamplesInvestment banking
resume template (entry-level)
AXEL WANGMobile: (+62)00-1174-89977Email:
[email protected]Address: Jakarta, Ind
onesiaLinkedin: linkedin.com/in/axelwang
RESUME SUMMARY
Detail-oriented and passi
onate fresh graduate in Ec
onomics with a 3.9 GPA from Gadjah Mada University. Has experience as an internal investment analyst at Macroindo, mainly assisting the senior team in financial analysis and security of the company's assets. Pursuing a role as an Investment Banking Analyst at JP Morgan.
EDUCATI
ON
Bachelor of Science in Ec
onomics, graduate in January 2023GPA: 3.9 / 4.0; SAT: 1200Relevant Coursework:
Investment Banking and Corporate Finance Bootcamp - Singapore Management University, 2023Undergraduate Wall Street Bootcamp, 2023Investment Management - University of Geneva (via Coursera), 2022Investment Banking: Financial Analysis and Valuati
on (via Coursera), 2022
WORK EXPERIENCE
Investment Banking Analyst atMacroindo, IncFeb 2024 - Now
Managed the day-to-day operati
ons of the treasury department, including cash management, investments, and funding strategies.Formulated and implemented financial policies and procedures that successfully improved efficiency and regulatory compliance by 50%.Performed financial risk analysis and developed mitigati
on strategies that impacted the company's asset security level by 100%.Coordinated and prepared financial reports, cash projecti
ons, and liquidity analyses for strategic decisi
on-making by senior management.Assisted line manager in developing investment strategies when required.Participated in strategic initiatives and supported
ongoing financial decisi
on-making by providing recommendati
ons based
on in-depth analysis.
Virtual Assistant (Self-employed)Jan 2021 - Jan 2024
Organized weekly and m
onthly meeting schedules for 30 clients.Managed 5 social media accounts (Instagram, Twitter, TikTok) for the client, including the creati
on of various videos.Created 50 presentati
ons and documents for various business needs, maintaining a professi
onal and c
onsistent style.Organized incoming and outgoing emails daily to make it easier for clients to read urgent messages.
SOFT SKILLS
Attenti
on to detailCommunicati
on skillsAccuracyProblem-solvingStr
ong analytical skills
HARD SKILLS
MathematicsMicrosoft Office (Excel, Word)Financial analysisMarket analysisSQLPyth
onTableau
LANGUAGE SKILLS
Ind
onesia (Native)English (IELTS: 6)Japanese (NHK 4)
REFERENCE
Stella M.Senior Investment
[email protected], Ind
onesiaInvestment banking
resume template (mid-level)💡 Pro Tips: Use a str
ong summary statement to highlight achievements and experience. Quantify achievements wherever possible, using acti
on verbs like “modeled,” “analyzed,” and “acquired.”
CECILIA WANGMobile: (+62)11-74-89977Email:
[email protected]Address: Jakarta, Ind
onesiaLinkedin: linkedin.com/in/ceciliawang
RESUME SUMMARY
Investment Banking Analyst with 6 years of experience at Wells Bank and Nero Bank. Expertise in attracting investment clients with over 50% target through in-depth desk research, leading the evaluati
on of investment opportunities, developing investment strategies, and collaborating with investment professi
onals. With these skills, I am interested in joining Mandiri Bank for the positi
on of Investment Banking Senior Associate.
WORK EXPERIENCE
Wells Bank -Investment Banking AssociateApr 2020 - Apr 2024
Successfully acquired investment clients in excess of 50% of set targets through desk research, expert interviews, and coordinati
on with the investment committee.Led financial modeling evaluati
ons, management meetings, legal negotiati
ons, and presentati
ons to the Investment Committee that increased the effectiveness of investment opportunity strategies by 50%.Collaborated with over 10 investment professi
onals to support portfolio company performance.
Nero Bank -Investment Banking AnalystApr 2016 - Dec 2019
Created financial models of 30 client companies to assess financial performance, valuati
on, and future prospects, which influenced clients' business decisi
ons and management strategies.Translated complex financial analysis into clear, c
oncise, and compelling insights for clients, improving communicati
on efficiency and satisfacti
on rates up to 99%.Performed administrative tasks such as weekly meetings and recording activity reports
on a regular basis.Support line manager in implementing investment strategies when needed.
EDUCATI
ON
Master of Science in AccountingThe Australia Nati
onal UniversityJan 2014 - Jan 2016Cum Laude
Bachelor of Science in AccountingGadjah Mada UniversityJan 2009 - Jan 2013Cum LaudeSOFT SKILLS
Customer relati
onship managementMeticulous detailNetworkingCommunicati
onOpen-mindedProblem-solvingDisciplineTeamworkResilienceLeadership
HARD SKILLS
Research skillsAnalytical skillsFinancial modelingFinancial servicesCRM systemsBloomberg TerminalFactsetMicrosoft Office (Excel, Word)
CERTICIFATI
ONS
Chartered Financial Analyst (CFA), 2022Certified Public Accountant (CPA), 2021Associati
on of Chartered Certified Accountants (ACCA), 2020Financial Risk Manager (FRM), 2020Series 7 License, 2019Series 63 License, 2018Series 65 License, 2017
LANGUAGE SKILLS
Ind
onesia (Native)English (IELTS: 6.5)Germany (C2)Mandarin (HSK 4)
REFERENCES
Danielle KimCEO (Chief Executive Officer)Wells
[email protected], Ind
onesia
Rendra AgustaCOO (Chief Operating Officer)Wells
[email protected], Ind
onesiaInvestment banking
resume template (senior-level)
💡 Pro Tips: Highlight relevant skills and experience using keywords like “investment banking,” “financial modeling,” and “developing investment strategies.” Use a skills secti
on or weave skills into the experience secti
on to showcase expertise.
SANDY WANGMobile: (+62)11-74-89977Email:
[email protected]Address: Jakarta, Ind
onesiaLinkedin: linkedin.com/in/sandywang
RESUME SUMMARY
Senior Investment Banking Associate with 15 years of experience. Proven track record in developing a financial model that increased the efficiency of investment evaluati
on and valuati
on by 45%. Extensive network of investment bankers, accountants, lawyers and potential investors from various countries. These skills and experience enable me to assume the resp
onsibilities of a Director at Bloomberg, Inc.
WORK EXPERIENCE
Senior Investment Banking Associate at Wells BankApr 2017 - Apr 2024
Successfully developed and maintained financial models that increased efficiency by 45% for investment evaluati
ons, projecti
ons, and valuati
ons.Performed detailed financial statement analysis for over 250 clients to determine financial and operati
onal scenarios.Established relati
onships with auditors, legal and other professi
onals to perform risk assessments.M
onitored portfolio company performance
on a regular basis, making informati
on updates more effective.Established a communicati
on system with teams, directors and external advisors that increased efficiency and effectiveness by 70%.
Senior Investment Banking Analyst atComm
onWealth BankJan 2013 - Dec 2016
Performed scenario analysis and sensitivity testing that successfully reduced potential impact
on investment decisi
ons by up to 50%.Developed and maintained financial models used for investment analysis, discounted cash flow, etc.Evaluated risks associated with investment opportunities that influenced senior management decisi
ons.
Investment Banking Analyst atNero BankJan 2009 - Nov 2012
Performed scenario analysis and sensitivity testing that successfully reduced potential impact
on investment decisi
ons by up to 50%.Developed and maintained financial models used for investment analysis, discounted cash flow, etc.Evaluated risks associated with investment opportunities that influenced senior management decisi
ons.EDUCATI
ON
Master of Science in Ec
onomicsNati
onal University of SingaporeJan 2006 - Nov 2008Summa Cum Laude
Bachelor of Science in Ec
onomicsUniversity of Ind
onesiaApr 2000 - Apr 2004Summa Cum Laude
SOFT SKILLS
Interpers
onal skillsProblem-solvingTime managementNegotiati
onPersuasi
onProactiveDetail-oriented
TECHNICAL SKILLS
Power BIPyth
onMicrosoft Office (Word, Excel)RTableauSQLHubSpotTrelloRapidMinerWrikeBalsamiqAbacus
CERTIFICATI
ONS
Chartered Financial Analyst (CFA), 2010Certified Public Accountant (CPA), 2010Financial Risk Manager (FRM), 2009Chartered Alternative Investment Analyst Associati
on (CAIA), 2009Chartered Institute Of Management Accountants (CIMA), 2009Certified Internati
onal Project Manager (CIPM), 2008Certified Financial Modeling Valuati
on Analyst (FMVA), 2008Series 7 License, 2007Series 63 License, 2007Series 65 License, 2007Securities Industry Essentials (SIE), 2006
LANGUAGE SKILLS
Ind
onesia (Native)English (IELTS: 8.5)France (C2)Mandarin (HSK 4)
REFERENCES
Danielle KimCEO (Chief Executive Officer)Wells
[email protected], Ind
onesia
Rendra AgustaCOO (Chief Operating Officer)Wells
[email protected], Ind
onesiaInvestment Banking Cover Letter Example
When applying for jobs, investment banker
resumes aren't enough to prove your professi
onal endeavors. A
resume c
onsisting of 2 to 3 pages cannot c
ontain all the informati
on about you; for example, you cannot explain the gap in your employment period in your
resume. The
only way to do this is to include it in a cover letter, or you'll have to wait until the interview to let the hiring managers know about these details.
We understand if you are reluctant to write a cover letter assuming that no hiring manager will read it. Unfortunately, hiring managers spend an average of
only a few sec
onds reading a candidate's cover letter.
However, Forbes found that 72% of hiring managers expect candidates to write cover letters. In fact, cover letters cause 77% of hiring managers to read your investment banking
resume in detail.
So why spend time guessing that your cover letter w
on't be read? Cause the truth is, you d
on't know. Who knows, your cover letter could be the lucky star that lands you that investment banking job!
A good cover letter is a well-written cover letter. Cake knows that writing from scratch is hard work, so we're here to help you understand the important parts of a cover letter.
1) Who are you?
In any document you send to apply for a job, you should always include informati
on about yourself. This informati
on, written in the upper left corner, includes:
Your full name.The city where you liveYour ph
one numberYour email addressLinkedIn AccountPortfolio account
To make it easy for recruiters to find you, d
on't forget to include a link for each of these.
2) When did you write this letter?
The purpose of including a date in a cover letter is to add a pers
onal touch. The date also helps recruiters determine when you sent the applicati
on.
3) To whom are you sending this letter?
In additi
on to the date, including the hiring manager's name can maximize your cover letter's potential for pers
onalizati
on. You can include the hiring manager's name, positi
on, and office locati
on (just as you would if you were writing a postcard).
4) Greet the recipient appropriately
This time, greet your hiring managers to show your appreciati
on. It would be even better if you knew his or her name. You can use the format [Dear Ms./Mr. Insert Name]. But if you d
on't have that informati
on, just use "Dear Hiring Manager”.
5) What is your opening sentence?
As menti
oned in the previous paragraph, the hiring manager
only has a few sec
onds to read. That means you
only have 3-4 sentences to explain your academic achievements, your c
ontributi
ons to your previous company, and your skills. To make it more interesting, always quantify your informati
on!
6) What are your resp
onsibilities?
Do you still need to explain your job descripti
on and any awards you received from your previous job? The next paragraph can be your place to write a detailed explanati
on!
7) Why are you applying?
Yes, employers really want to know what made you decide to apply. This part will be easy if you've d
one some research about the place you're applying to. Admirati
on for the company's work system, belief in the company's supportive work envir
onment, or pers
onal memories make great writing material.
8) Do you have any additi
onal informati
on?
You can skip this secti
on if you d
on't have anything important to say. But if you have a letter of recommendati
on, for example, and want to highlight it, this is your chance to make that clear.
9) Close the letter nicely.
We've come to an end. It's time to end the letter with enthusiasm. Say that you appreciate their c
onsiderati
on of your cover letter and investment banker
resume. Also, menti
on that you are available to discuss your skills and experience.
Now that you've known how to write an impressive cover letter let's look at this investment banking cover letter example:
Steven Park
Jakarta, Ind
onesia
(+62)00-0001-6688
[email protected]
LinkedIn: linkedin.com/in/stevenpark
Portfolio: bit.ly/stevenp
Jul 8, 2024
To:
Daniel Amstr
ong
Human Resources Manager
Wells Bank
321, BSD City
Jakarta, Ind
onesiaDear Mr. Amstr
ong
As an Investment Banking Associate for 4 years, I have a proven track record of building financial models that influence the accuracy of strategic and analytical decisi
ons by up to 100%.The financial models I built c
ontributed to MA strategy analysis, capital raising, financing analysis, and valuati
on analysis related to major clients.
My experience and expertise have led companies to engage me in $50 billi
on MA projects for Raythe
on and United Technologies and $100 billi
on MA projects for Heinz and Kraft.
What sets me apart from other candidates is my ability to analyze data quickly and accurately, which impacts work efficiency. In additi
on, as some
one who has worked in the investment industry for more than 6 years, I am a great network builder with potential investors and professi
onals.
My decisi
on to apply for the Senior Investment Associate positi
on at Macroindo is because I have known your company since my days in the investment banking industry. Macroindo offers a supportive work envir
onment with competitive salaries and a clear career path.
From my research, Macroindo also provides support for employees who want to pursue training and educati
on to support their work. I believe that the same opportunity will be given to me if I am accepted by Macroindo.
Al
ong with this cover letter, I am enclosing an investment banking
resume that fully and clearly explains my achievements and c
ontributi
ons in the previous company. I am also enclosing a letter of recommendati
on from the CEO and COO regarding my performance.
Thank you for your c
onsiderati
on of my applicati
on. If you have any questi
ons about my abilities, please do not hesitate to c
ontact me at the email and ph
one number provided.
I look forward to hearing from you about the Senior Investment Banking Associate opportunity.
Sincerely,
Steven ParkKey Takeaways
Investment banking provides assistance with merger and acquisiti
on decisi
ons, initial public offerings (IPOs), financial advice, financial analysis, and other investment-related decisi
ons. Clients range from large corporati
ons to governments.A good investment banking
resume should highlight relevant skills that can be practiced
on the job.When writing an investment banking
resume, keywords, quantified achievements, and cover letters should not be forgotten.
Hopefully, this article
on investment banking
resumes will help you get a job. If you are a beginner, always make sure there is no misinformati
on or typos when writing an investment banking analyst
resume.
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