How To Write An Investment Banking Resume

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Note: For more detailed and up-to-date information on investment banking resumes please see the following articles:

99% of investment banking resumes I’ve seen fall into 1 of 2 categories:

  1. They are already impressive and don’t need much work aside from minor formatting issues.
  2. They are OK but suffer from common problems.

Most fall into category #2 – but the good news is that it’s not hard to fix these common problems.

Common Problems

The two most common problems:

  1. Not being specific enough.
  2. Not focusing on results.

Two of the pre-requisites for investment banking are attention to detail and being able to count.

So if one bullet on your resume reads, “Compiled information on acquisitions,”fake chopard watches  bankers reviewing it might think that you can neither count nor remember any detail about what you did.

And one way investment bankers distinguish themselves from lawyers and other professionals is getting paid for results rather than hours.

So you need to focus on the results.

Attention To Detail / Are You Sure You Can Count?

Here’s an example of what NOT to write on your resume:

  • “Researched acquisition targets in the construction and home-building industries”

It’s an improvement over what I wrote above – but we could still add a lot more detail here.

What criteria did you use for selecting the acquisition targets? Was it based on their revenue/market cap/profitability/valuation? How did you narrow down the list from hundreds to tens?

Beyond just the detail, there’s also the problem of counting. How many targets did you research? How many interested the buyers you pitched them to?

Here’s an improved version of the same bullet point:

  • “Researched over 100 acquisition targets in the construction and home-building industries and narrowed list down to 10 companies using financial criteria such as revenue growth and EBITDA margins”

This is still not the best it could be, but it’s an improvement over the first attempt.

Results Oriented

We’re still missing one key ingredient: the results of whatever you did.

Sometimes you just don’t have results: you don’t know what happened, fake montblanc watches or you left the company before anything took place.

If that’s the case and you really don’t know, it’s fine to leave them out.

But I would suggest “stretching” here and trying to come up with something to write about, even if it’s not 100% concrete or did not save or earn the company millions of dollars.

Here’s how we might add a result to the example of acquisition target research above:

  • “Researched over 100 acquisition targets in the construction and home-building industries and narrowed list down to 10 companies using financial criteria such as revenue growth and EBITDA margins; resulted in private equity firm conducting additional due diligence on 3 companies

Often there’s no real way to know how many companies they were really interested in – but conjecture is fine, especially if you’re not making any bold claims.

Again, it’s fine not to have results for every single entry, but try to use this structure wherever possible.

Usually if you “stretch” and think about the potential impact of your work – even if it’s small – you can come up with something.

Formatting Issues

I also see quite a few formatting issues with resumes. But if recruiters only spend around 30 seconds reading your resume, what’s the big deal?

Simple: the Analysts and Associates who review your resume can find formatting errors very quickly. Practically half the job of an investment banking analyst is to locate formatting mistakes in PowerPoint and fix them.

So when your dates are not aligned or you italicize text incorrectly or make a blatant spelling mistake, we can see it in 10 seconds or less.

If you want to fix formatting problems on your resume, do the following:

  1. Use one of the resume templates listed below to fix 90% of the basic problems.
  2. Once you’re done, let your resume “sit” for a day or two before editing it.
  3. Print it out, give a copy to a friend, fake iwc watches and have your friend review it while you’re also looking at it in detail for mistakes.

Resume Templates

To get 90% of your questions on resumes answered, check out and use the resume templates and tutorials below:

About the Author

is the Founder of Mergers & Inquisitions and Breaking Into Wall Street. In his spare time, he enjoys learning obscure Excel functions, editing resumes, obsessing over TV shows, and traveling so much that he's forced to add additional pages to his passport on a regular basis.

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227 Comments to “How To Write An Investment Banking Resume”

Comments

  1. Jason says

    Hi! I am just wondering if being leader of a case competition and board member for a non-finance related club is good enough for school activities/leadership. I was involved in another club but it was political (something of a no-no for applications). I have a merger acquisitions internship at a small firm and morgan stanley smith barney as my work experience. I don’t have time to really do something else school-related as time is approaching for summer recruiting so can I just go with these or would it be advisable to go for another club? thanks!

  2. Stephane says

    Hi Brian,

    When you are a fresh investment banking analyst and help an experienced analyst on a pitch (a few slides), do you put that on your resume as
    “X’s acquisition of Y:
    Helped on the pitchbook”

    Thanks

  3. KD says

    Hi,
    Would putting Finance and Business Society be good even if I didn’t hold any leadership position?
    IF yes, How should I write the bullet points underneath since all I did was attending events.
    Thanks

  4. Drew says

    I’m a freshman and I’m very interested in investment banking. However, I go to a non-target school and I just had a question about setting myself up to receive an internship.

    You stress having prior internships with boutique banks or other finance experience on your resume before applying as a summer intern, but, this is problematic for me. I’m in a program where I’ll be spending two years in Hong Kong and my Freshman and Sophomore summers will be spent acquiring Mandarin. Basically, the first time I’ll have a chance to receive a summer internship will be my Junior year.

    Would focusing on networking and developing contacts these next two years potentially work out? Or, should I consider leaving the program after a year and getting an internship my Sophomore year if I’m set on investment banking?

    Or would a third option be trying to work for a local boutique bank during my Junior year in the US?

    • M&I - Nicole says

      You can spend the 1st 2 years studying and interning w a financial firm/bank in HK too. I don’t know if you should leave the program after one year just to secure an internship your sophomore year.
      Third option is a good one. Do try to intern your sophomore year (either in HK or back home) so its easier for you to land an internship your 3rd year then a job after graduation

  5. Zizou says

    I am starting my 3 week internship with a consulting firm soon (next week) but i am sending out my resume now. How should I put this on my resume? Or I should leave this out?
    Thanks

      • Zizou says

        You mean all I need to do is listing the date and the name of the firm? and no bullet points underneath?
        Thanks a lot. This site is amazing! i really appreciate it!

        • Zizou says

          Hi Brian,
          Moreover, I am apply for investment management and sales and trading summer internships. Is putting a consulting internship offsetting?

          Furthermore, is there much of conflicting interests regarding IMD and S&T? Both are heavy in the the market. Would employers see applying to both as not sure of what I want to do?

          • M&I - Nicole says

            You just need to know how to spin the consulting internship

            Not necessarily – both involve the public markets. Of course the pace of both are different etc. You can just say one is your first choice the other is your second. If you haven’t worked in either, I believe it is demanding for employers to expect you to know what to do. You should have a rough idea though

          • zizou says

            Hi Nicole,
            Thank you so much for replying. With regards to how I should write my consulting internship on the resume, should I just put it there without any bullet point?

          • M&I - Nicole says

            Just a bullet point or two detailing what projects you will be working on and your responsibilities

          • Harry says

            What if you have no set duties and all you do is shadowing another member? How should you spin this on the resume? Or I should leave it out?
            Thanks!

          • M&I - Nicole says

            I’d still put that in if you don’t have experience in finance because this shows your interest in the field

  6. HFHD says

    Hi Nicole,
    Is putting Corporate valuation and overview of Investment Banking by Training the Street on the resume good? Moreover, should I also put like case Study Workshop by Deloitte and Financial Series by BOA? Or this sounds like a laundry list.
    Thanks alot!

      • HFHD says

        I should put the Training the Street as certification? I am not entirely sure this is a certified course, though. Same goes for the BOA financial modeling series and Deloitte Case study.
        Does putting this on my resume make it better?
        Thanks so much for your help, Nicole!

  7. 1st yr analyst says

    Hey M&I,

    If I’m currently working as an IBD analyst and majored in Economics and info systems in college, will the IS concentration look negatively to PE recruiters since it might be more focused toward back/middle office roles, or does it even matter at this point?

    Thnx for the feedback

  8. Jay says

    Hi Brian,
    Hope all good on your end.
    I do have some questions please but before that I just wanna extend my appreciation to all the effort & time you’re investing in making our goals easier to achieve.

    After my relocation to North America, I was able to secure an internship in quant finance at a big 4, I know that’s not what I wanted since I am into IB as a career path but at least now I am gaining local experience to boost my resume.

    I am still trying to secure an IB (M&A, ECM, DCM…) internship or full-time position after my contract ends and while networking (abiding by the networking ninja protocol ‘great indeed’) an IB director offered to have a look at my resume which is based on the university student M&I template. The result was good n bad. Good in the sense that he pointed out that the wording is very complex and overall it’s more tailored to quantitative finance as I talked about stochastic processes, regression analyses and alike, literally he said “I didn’t understand anything on your resume”. The bad thing is that I have to modify it now but not sure where to start. He stressed on making it more i-banking focused.

    In brief about my background, I have a master in accounting and then pursued another finance/Qfinance master degree to better position myself on the market as I was not able to secure a FT. The reason my resume is heavily focused on Q finance is because, honestly, that’s where all the interesting stuff took place, I can’t even compare it to my accounting degree as it was dull and nothing really major worked on. I did a consulting internship at a Tax revenue government agency before and another internship in consulting at Big 4, and now an internship in derivatives valuation.

    I have read some IB stuff on M&I etc… but I don’t see something very specific to my credentials which I can stress upon in my resume. For instance, my tax internship was more into tax law and contracts; it did involve comparing tax cases and rulings but was mainly for individuals rather than corporates. My consulting internship may be applicable as I was into researching markets, forecasting CF, market analysis, QA, simple financial modelling etc… And now my Qfinance internship involves contract valuations and some little exposure to derivative models and pricing methods etc… monte carlo simulation, brownian motion etc…

    My questions please:
    1- How can I reword my resume to make it more IB aligned (following director’s POV). I know without having a look at my resume is hard to judge but generally speaking should I wipe-off all Quant finance technicalities … and focus on simple things like usual market analysis…? OR leave the technicalities and try to illustrate further as how they may benefit me in applying simple modeling techniques for instance etc…
    2- Any tips on how to incorporate my derivatives internship into IB perspective? Part of it is pure quantitative while the other involves fetching data from Bloomberg, comparing risky assets, data input, reading contracts etc…
    3- Good idea to send X-mas letters to those I met while networking or that’s old-fashioned and won’t add up to anything?

    Thank you again and apologies for the stretched intro
    Hopefully one day I’ll be one of your success stories.

    Regards.

    • M&I - Nicole says

      While we appreciate your comment, can you please limit your comment to one paragraph?

      Regarding your 1,2 question I’d suggest you to check out our resume editing services.

      I don’t think sending X-Mas letters help too much but you can always give it a try.

  9. Chris says

    Hi Brian
    This was a great article, thank you for it. For about 7 months I’ve been working in the valuation group of a big 4, now I’m looking to make the move into IB. I’ve had some experience in Transaction Opinion as well as some Corporate Finance Advisory, but no real “results.” How do I leverage this into a strong IB Resume?

  10. Jason says

    Hello M&I,
    On a resume; it is acceptable to use semi-colons instead of commas for words separation in 1 bullet sentence, Dummy example:
    examining micro/macro-economic factors; SWOT analysis; share performance analysis; comparable company analysis; Porter’s 5 forces analysis; financial performance analysis

    Keeping in mind, those are minor tasks for a univ project. I have quite few bullets with lots of independent words like the above example, not sure if that’s okay or I should revert to the comma instead.

    Appreciated
    All the best for the New Year

  11. Ash says

    Hi M&I,
    A quick question: In applying for an investment banking internship (rather than an S&T internship), would it make sense to mention the mock portfolio I run through Investopedia? I recognize that M&A work involves less direct interaction with the markets, but as an undergrad applying for summer internships, would it be helpful?

    Thanks.

  12. Mohammed says

    Hi M&I,

    I’m wondering how would you put your audit internship into the resume. As you mentioned in the article, it should be result oriented, so how would you incorporate that in the resume.

    Thanks

  13. Alice says

    Hi, thanks for the great tips on the site.
    I’m a freshman applying to an OCR IB summer analyst position for freshmen and sophomores. I don’t have any previous finance experience though I just got an internship position for the Spring semester (starting towards the end of January) in a firm that deals with financial services and research. Should I include this in my resume even if I haven’t started the position yet?

  14. Lewis says

    Hi,

    Thanks for this very awesome site, I have been an avid reader. I have one question. I am actually a freshman in college and but last winter I have done an internship in Citibank (Equities Investment Unit, which basically means brokerage house) as an operations intern. My day to day job involves just updating the spreadsheets of client details and ensure that the questionnaires that they have filled in for the customer account reviews are right. How can I beautify this piece of experience and place it as a selling point in my resume?

    Thanks! (:

  15. IF says

    Are National Merit Finalist or Eagle Scout worth mentioning on an IB resume? If so, I’d assume you’d mention it at the bottom, right?

    Love the site and thank you in advance

    • IF says

      Also – Would you include “Have thoroughly read and studied [list of books about investment banking]” under the “Certifications and Training” section of “Skills, Activities, and Interests”, or is that too insignificant?

      I ask because I’m a humanities major with little coursework that suggests my fluency in business concepts.

      This would be for an undergraduate pre-internship resume.

      • M&I - Nicole says

        You can if you want to, though I am not quite sure how useful that will be. If you have studied any modelling/IB courses I’d list them though.

    • Eric says

      An interviewer once told me the MD was really into that stuff because his son was a scout. Put it at the bottom under Awards.

  16. George says

    Brian,

    I am a Masters graduate in Economics from a non-target. However, I have recently obtained a Professional Certificate in Finance from Cornell University. Would you recommend that I list this at the top of the education section, or would you still say to list the degrees first and then the certification?

  17. Jiaru says

    Hi Brian,

    I will be applying for internal oversea relocation position and would appreciate if you can advice on few points:

    1) For email, is it a good idea to put down our company email since it is for internal position?
    2) For professional experience, do I also put intern experience given the current position is my first full time?

    Appreciate in advance.

    Best regards,
    Jiaru Hsieh

    • M&I - Nicole says

      1. Yes I believe it would be awkward otherwise
      2. If you haven’t been working for long (maybe for only 2-3 years), yes I’d put your internship experience there

  18. Ryan says

    Hi Brian/Nicole,

    I have a quick question regarding work experience on the resume section, and would be grateful for your advice.

    I am doing a Master’s in Business and while I do not have internships in finance, I have spent the past year contacting companies and doing business research projects for them using research from my course that is relevant to finance and specifically tailored to those companies, which in some cases has been sponsored by such clients. On my resume, how would you recommend I list this? Under a heading of “Independent Consulting Projects” or something similar?

    Thank you in advance.

  19. Nans says

    Dear Brian,

    Many thanks for this awesome tutorial.

    I just have one question: concerning the current work experience, are we supposed to use present or past tense for the first action verb of each bullet point ?

    Thank you
    Nans

  20. Troy says

    Hi Brian,

    I am going to be a sophomore at a non-target school. I had trouble finding IB internships for my age range, so I got an internship in a government office. This was really my first credible work experience and was wondering if this would be beneficial to my IB resume? In other words, is there a way I could put this internship on my resume and spin it in a way to help my efforts in finding an internship at an IB next summer?

    Thanks,

    Troy

  21. Jesse says

    How do I bankify an economic research experience that I had working with the Treasury? I did some simulation on oil price, regression of household credit demand on income and labour population and exchange rate movements and inflation.

  22. Dominic says

    I notice there is comment regarding a references section- Is a “reference” section not required on banking resumes? I realize that bankers are too busy to call candidate references, but in general is it a good or bad idea to have references listed on a resume?

    • M&I - Nicole says

      You can put it on if you want though I don’t believe it is necessary. Your interviewers will ask you for references once you’ve reached that level at your interview rounds

  23. TN says

    Hi, I went to my university’s career service center for resume critique and the feedback I got from them is not to include the activities and interests on my resume. I also asked for advise from the employers during the career fair and they told me not to include too much personal details. So do I need to remove them or just keep it?

    • M&I - Nicole says

      I’d keep it to make yourself a more well-rounded candidate. But it also depends on whether you have solid work experience or not. Otherwise, your interests won’t really make a difference. However, if you have a solid background and interesting activities that will set you apart from the pack

  24. Matt says

    Dear Brian and Nicole,

    I am a man who is very proud of his physique, I am going to the gym every day, treating my body like a temple, however putting down “Working out/Fitness” sounds really boring and very general. I do want to mention it though, because it is a big part of my life and something I really enjoy. Could you tell me a way to solve this issue?

    Thank you very much in advance

  25. Kristy says

    Dear Brian,

    I was just wondering whether I should write down my outside subject grades on my CV. I am currently studying Economics & Chinese at university, and took Accounting and Sociology as my outside subject. My Accounting & Sociology grades were not that great unfortunately, so I’d like to know what advice you could give on omitting those grades, since they are not concerned with my main degree.

    Many thanks,
    Kristy

  26. charlotte says

    My bachelors degree is in medicine and i am working a a junior doctor in london. I have long considered a switch to working in finance namely investment banking, and believe i have the transferable skills to accomplish this. I am having great difficulty converting the CV of a doctor into one that will impress a banker looking over it…

    • M&I - Nicole says

      I can understand. Perhaps you can take a look at finance companies that do deals in healthcare & biotech space and see if you can gain some sort of finance experience with them

  27. Lucas says

    I am currently a junior at UCSD trying to get my first Investment Banking Summer internship and I’d appreciate if you could help me with a few questions that I have.

    1) I am an international student from Austria and started my US college education at Santa Monica College. I transferred to UCSD after 2 years. Should I include the fact that I went to another college before transferring to UCSD or just list my current school with my current GPA? I got course credit for my classes at the college, however my GPA did not transfer over to UCSD. How should I list my GPA? Cumulative from both schools or just from my current school?

    2) My expected graduation date is December 2013. So, technically this Fall quarter is my last quarter as a junior. How should I position myself in terms of applying for internships/jobs? Will I be at a great disadvantage if I say graduate in December rather than in the following June? After all, most recruiting firms expect you to graduate in June if they are recruiting in Fall right?

    3) I have a good shot at a Corporate Finance Internship with Bank Austria. Should I be taking the offer or should I try to get a local US IB internship? How do US IB firms regard European internships?

  28. Chris says

    Hi Nicole,
    I am one of the member in BIWS.

    I have done my cover letter & CV for applying IB job, may i send you for review and comment on any improvement. Thanks.

  29. C-P says

    Hey!

    Can you please help me with this unique situation? I’m using your résumé template for uni students. I am in the UK. I started as an undergrad in Sept 2009 and completed 2 years so finished in July 2011. I had 1 more year left but realised I didn’t want to pursue the profession my degree focused on anymore. I swapped degree. All the modules transferred over. I started my final year for and participated in some leadership positions. However some medical and personal problems kicked in half way so I had to defer putting my leadership positions on a hold (although I still continued to answer emails etc if people needed anything) and my degree on hold. I’ve now returned to uni to complete my final year. Some medical issues are pending, but i don’t want to waste/defer a whole other year my uni has agreed to let me do half the modules this year and half the next year. So now I graduate in July 2014. I’ll be fit and fine before Summer 2013 in time for a summer internship.

    I’m not sure how to write this on my résumé without making it look misleading.
    BSc Expected Jul. 2014 or 2011-2014?
    BSc Transferred in 2011 or 2009-2011?
    Or
    BSc Expected Jul. 2014
    Deferred on medical grounds Jan 2012 – July 2012 (I didn’t defer until 1 term ended)
    BSc Sep 2009 – Jul 2011
    I would prefer it if it didn’t come up as one banker got really annoyed about the whole thing and questioned if I’m any good for IBD but everything is circumstantial and I just want to present it in a fair clear way.

    Also do you have any suggestions as people are looking down on me now and questioning all my achievements because its been spread over ‘5’ years vs ‘3’. GPA wise I’ve got a solid 2:1 (upper second) for sure but a First class is also very possible. Several bankers make me feel unworthy of IB because of this and I guess part of me is now believing this. :(

  30. C-P says

    I think my enquiry was posted up in the wrong place :S Sorry about this (but I would appreciate an answer at your earliest convinience!)

  31. James says

    Hi guys,

    Although you have lots of great resume templates, I think there is one critical one that you are missing, that lots of people, including myself, would be very interested in.

    So you have resumes for almost all stages of finance. You have university student getting in as an analyst, experienced analyst jumping to another job, and then you jump to MBA student applying for a higher-up position. I think you have left out a banker (or other finance/business job) applying to Business School.

    At first I thought you could adapt the “Investment Banker Applying to Buyside Template”, since its at roughly the same point in the “career path” but as I read the article, you clearly state that someone who is applying to Business School should NOT use that template. Hence, I think there is a clear opening for and “applying to MBA” template.

    I know people apply to MBAs from all different backgrounds, but in keeping with the audience of this site, how about a template for applying to MBA from finance? There are some subtle issues like how to include activities, how exactly to put education that I think would be great to have cleared up.

    Thanks so much, and I greatly appreciate all of the wonderful content you already have on this site.

  32. Advice says

    Hi M&I, I will be attending a target school this fall in hopes of getting a summer freshman internship through JP Morgan’s internship program. What can I do to boost my resume during this summer since I don’t have a ton of banking/finance experience as of now. Should I be cold calling some local boutiques for an internship? Any tips, advice or recommendations would be great. Thank you for your time.

  33. Cherin says

    I have a question about having a “gap” on my resume. I had a PWM internship sophomore to junior summer, and it was a lot of busy work and small tasks but it did get me a good brand name on my resume. For family reasons, I took a leave of absence and it looks like I might not have an internship to do for this summer. Several personal reasons to this, one is that most internships I could find around my area are unpaid (or school credit, which means I pay tuition) and I am working part-time to raise money to support my family and to go back to school. I will be returning in a few months, as a junior. I know I can’t describe my personal/life story on my resume, but how do you think I should make up for this “gap” of work experience? Would it have a big impact on getting interviews?
    (As for my resume, I followed your template and my only business-related experience is the PWM internship. I do have some leadership positions at school though. overall it isn’t spectacular or amazing, but it is decent.)

    Thanks.

    • M&I - Nicole says

      I think you could explain your situation by saying that you had to take a leave of absence due to family reasons. You could make up for your gap by taking on finance courses/projects part time (if available) in your area and being more involved in your finance club. I’d also suggest networking a lot and contacting your previous contacts in PWM.

      While the lack of a good junior year internship will hurt you, it’s less of an emergency than having no post-graduation plans.

      http://www.mergersandinquisitions.com/no-investment-banking-summer-internship-offers/

  34. Thomas says

    Hi M&I! One of my hobbies is Spearfishing, I do it weekly and believe that is something that can differentiate me from other boring hobbies that people list on their Cvs..However, I’m afraid it may look like I’m an animal killer or something similar, what’s your opinion on this?

    • M&I - Nicole says

      While I don’t think too many people in finance are vegetarians, there is a slight chance you may have a vegetarian interviewer who may not necessarily look at Spearfishing as a favorable hobby. However, I think the chance of that may be slim, especially in an industry like finance, and I don’t think people will discount your candidacy based on your interest. On the contrary, some may resonate with your interest. I think it will be fine to list that on your resume.

  35. eou says

    Greetings

    I hope you are doing just great. It sounds like I would definitely benefit from your CV and cover letter review service.

    I am from a target school, have good grades from my undergaduate study and have internship and other experience, though not in the target M&A space.

    Also i worry because I am 28 years old, with 4-5 pre and post graduate experience. Yet I am more than willing to start at the ground level, but I worry this will put me at a dissadvantage.

    Please get in touch to let me know the steps and cost for this service.

    Many thanks

  36. Dzung says

    I found your website extremely helpful and boosting my confidence greatly! I wished there was such a useful website back in my university and early career day, I would definitely fly!
    I was stuck during my internship at UBS because the job I got was crap including the boss and the senior analyst left, plus the IB department was restructuring and moving office. You could guess I had to spend a precious week moving folders etc. I lost my confidence completely when facing a rejection after the internship and didn’t know how to talk about that internship to any interviewer or how to write it down in my CV, until today when I read your website! I could now laugh so much saying, and it’s true, I supported the team in abc, instead of just “gathered data” or “rearranged the file and folders” (they were a real mess and I just wanted to quit every single day).
    Just an example of how crap an internship can go, and how bad the first experience with IB can be for a student and how damaging the effect can be, and I believe if anyone goes through that, they should read your website or buy your services :)

    All the best to you,

    • M&I - Nicole says

      Thanks a lot for your kind comment and for visiting our site. We appreciate your support! We have new content regularly so feel free to check out our site weekly and explore other contents on our site!

    • M&I - Nicole says

      We don’t have any articles on setting up LinkedIn profiles. I’m not quite sure if you were referring to our site? We may have one in the future though!

  37. Robert says

    Hi M&I,

    Thank you for all the advice and information regarding the recruitment process. I have a question regarding the types of internships candidates should choose to put on your resume. From my understanding, a lot of the recruiters screen their candidates heavily on the work/internship experience they have. I was wondering if having an investment banking internship from a BIG company have any negative effect on you? I’ve been talking to some investment bankers and there seem to be a mixed opinion. Although having a big name company looks really good on your resume, some say that the recruiters expect you to know a lot more than other candidates due to the big name on the resume and give harder/harsher questions/interview process. Is this true? Would it be better to intern at firms with less brand value but one that provide a more interesting work experience?

    Thank you.

    • M&I - Nicole says

      Not necessarily though it depends on the firm. I wouldn’t worry about the interview because the stronger name may give you a better chance of getting the interview in the first place. In terms of work experience, yes if the work you do at the smaller firm is more relevant than the work you do at the bigger firm, it may be better of interning at the firm with less brand value.

  38. Raj says

    Hi was just wondering what are some good examples of interests you would include in an investment banking CV (applying for an internship)

    Thanks

    • M&I - Nicole says

      Perhaps golfing, racing, equestrianism, sailing – I think these will pique bankers’ interest

  39. ARG says

    Dear team of M&I,

    I’m an Italian students willing to break into IB in London. I had an internship in a food manufacturing company. The compan is not very known, the produce olive oil… But the company is the second biggest in the world in its industry (300 million revenue). I was also involved in tha valuation of a new investment worth 15 millions (I developed the DCF model). How can I point this out in m resume?
    Thanks in advance

    • M&I - Nicole says

      State that you’ve developed the DCF. Talk about what your analysis showed and how you made an impact.

        • M&I - Nicole says

          You need to be a bit more specific and quantify your impact. What did your analysis show? How did you make an impact from your analysis? These are questions you may want to address.

  40. Mike says

    Hello,

    I have an internship at a major healthcare this summer and no finance internships yet. I’m going into my junior year and would like a finance internship next summer. In a few days I will be shadowing an alum at a sales and trading desk in New York, he offered to host me for a day. Can I include this on my resume and how should I describe the experience, what should I list? Or is it such short experience that I shouldnt list it?

  41. Arthur says

    I’m currently interning for 10 weeks in M and A in a well known bulge bracket IB in Hong Kong, and am thinking of how to present my experience to potential future employers. Is it really nerdy and lame, or actally a good idea (I can’t decide which myself)to present my experience in a pitchb ook format from PowerPoint, with credentials first etc.?

  42. Wesley says

    Hi –

    I have spent the summer at a boutique investment bank, where I have had exposure to writing confidential information memorandums for two retail companies. How do I speak about this experience?

    Thanks

    • M&I - Nicole says

      Talk about what you did, how you’ve made an impact. If you have enough info, I’d list it as 2 selected transaction experience

  43. kb24 says

    Is it okay to revise the name of your major given by the school? For example, my major is Geology/Engineering Geology. Would it be okay to just write Engineering Geology as my major on my resume or would investment banks think I am trying to deceiving them? Also, do investment banks require official gpa transcripts? Like how do they verify the information you wrote is true?

    • M&I - Nicole says

      I don’t think that’s a big deal.

      Some do, but some just ask for unofficial ones. Apparently some don’t but there’s always a risk when they do background checks on you

  44. Patric says

    I recently was introduced to the idea of being an F&I (Finance and Insurance) a large automotive group. I was wondering whether or not this will strengthen or weaken my resume. If you’re unaware, the F&I guys crunch the numbers for your car loan- adjusting interest rates, adding services, and adjusting payments to fit your needs and make profits for him/herself as well as the dealership. In short, sales, finance, and making deals. This experience is pretty universal amongst all dealerships and automotive groups. I understand that there isn’t much upward mobility in areas like this aside from being the finance director for the entire group. That being said, I wouldn’t stay more than a few years. How would this affect my ability to break into banking buy or sell side? In addition, I do have my MBA, but from a non-target school.

    • M&I - Nicole says

      This maybe useful for insurance roles. I am not 100% sure but I don’t think this is too relevant to buy or sell side to be honest.

  45. King Kong says

    Hi Brian,

    I am a current first-year analyst in S&T looking to transition in ER. How important is it that I have an “Activities” Section with my experiences from 2010 and college years? Do you think it is better to leave this all out (just adding a line in the “Skills and Interests” section at the end) so that I have more space to write about my other finance-related experiences?

    Thank you so much,

  46. Russell says

    Hi,

    I am a rising Junior pursuing a bulge bracket ER internship for next summer. This May, I attended a conference for sophomores at a bulge bracket bank where we learned about the firm’s different business divisions and got the chance to network with the employees. I was wondering if I should include this experience on my resume since I don’t have a banking internship, and if so, how it should be included.

    • M&I - Nicole says

      Yes you can include this experience and I’d just list this as a conference you attended. List conference name, month, year, and what you did participating in that conference

  47. Matt says

    Hi,

    Should specific monetary values related to the bullet points on the resume be included? For example, instead of:

    “Researched over 100 acquisition targets in the construction and home-building industries and narrowed list down to 10 companies using financial criteria such as revenue growth and EBITDA margins; resulted in private equity firm conducting additional due diligence on 3 companies,”

    should you add something like:

    “In preparation for a $100MM acquisition, researched over 100 targets in the construction and home-building industries and narrowed list down to 10 companies using financial criteria such as revenue growth and EBITDA margins; resulted in private equity firm conducting additional due diligence on 3 companies”?

    Thanks,
    -Matt

  48. Amir says

    Hi I’m going for IB analyst positions during this recruiting cycle. I started an investment banking internship at a boutique about a week ago. I’m wondering how soon I can put that experience on my resume as deadlines are fast approaching. I don’t have another IB internship experience and I think it would help my chances significantly. I feel like it would appear dishonest to put it now as I wouldn’t be able to talk about my experience extensively at an interview, but if I do, it would really increase my chances of getting the interview.

    • M&I - Nicole says

      Yes I’d list your current experience on there and the tasks you’ll be doing for the firm. List it as “Set to perform XX”

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