Finance

Investment Banker Resume Tips

Craft an ATS-optimized investment banking resume in 2026. Deal experience, credentials, and key sections.

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✓ATS Optimization Tips

1

Lead each bullet with deal type and transaction value: 'Advised on $500M M&A deal'

2

Include deal tombstones: closed transactions with values

3

List modeling skills: DCF, LBO, merger, accretion/dilution

4

Mention relevant certifications: Series 79, CFA

5

Specify coverage group or product group: M&A, ECM, DCM, Restructuring

#Top ATS Keywords for Investment Banker

M&ALBODCFCapital MarketsPitch BooksDue DiligenceFinancial ModelingSeries 79Deal ExecutionValuation

Include these keywords naturally in your resume — especially in your summary, skills, and experience sections.

☰Recommended Resume Sections

1.Summary
2.Transaction Experience
3.Technical Skills
4.Work Experience
5.Education

✕Common Mistakes to Avoid

✕

Not including deal values and transaction types

✕

Generic finance language—IB resumes must highlight specific deals

✕

Omitting target school GPA for entry-level roles where it matters

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