Investment Banking Resume Template

Provided by Rosie & Co. Global — rosiecoglobal.com

How to Use This Template

Download the Word document below, replace every field with your own experience, and tailor your bullets to each bank you apply to. Keep it to one page.

⬇ Download Resume Template (.docx)

Sample Template

FIRST LAST Philadelphia, PA | (555) 555-5555 | [email protected] | linkedin.com/in/firstlast

EDUCATION

University of XYZ, The XYZ School — Philadelphia, PA B.S. in Economics, Concentration in Finance; GPA: 3.78/4.00 — May 2027

• Relevant Coursework: Corporate Finance, Financial Accounting, Statistics, Microeconomics, Macroeconomics
• Honors: Benjamin Franklin Scholar, Dean's List; SAT: 1520 (optional for finance roles if strong)

EXPERIENCE

Boutique Investment Bank — New York, NY Summer Analyst Intern — Jun 2026 – Aug 2026

• Built and updated comparable company, precedent transaction, and DCF valuation analyses for sell-side mandates across industrials and business services
• Supported live pitch and deal materials by drafting company profiles, market landscape slides, and buyer lists used in senior banker and client presentations
• Reviewed management materials and financial statements to identify key revenue drivers, margin trends, and diligence questions for ongoing transactions

Search Fund — Remote Private Equity Intern — Jan 2026 – May 2026

• Screened 45+ founder-owned businesses using industry, geography, and size criteria to prioritize outreach opportunities
• Conducted market research on fragmented niches and summarized acquisition themes, competitive dynamics, and key risks in weekly investment memos
• Analyzed historical financials for target companies and highlighted customer concentration, recurring revenue, and working capital considerations

Penn Career Services — Philadelphia, PA Peer Career Support Assistant — Sep 2025 – Present

• Advised 25+ students on resume formatting, recruiting timelines, and outreach strategy during weekly office hours and drop-in appointments
• Created finance recruiting trackers and workshop materials that improved event attendance and helped students organize networking follow-ups

LEADERSHIP & ACTIVITIES

Wharton Undergraduate Finance Club — Philadelphia, PA Vice President, Professional Development — Sep 2025 – Present

• Lead a 6-member team organizing technical prep sessions, alumni panels, and resume reviews for 120+ undergraduate members
• Launched a peer mock-interview program pairing underclassmen with upperclassmen pursuing investment banking and private equity roles

Community Financial Literacy Initiative — Philadelphia, PA Volunteer Instructor — Jan 2025 – Present

• Designed and taught budgeting and credit workshops for 30+ local high school students, using case exercises and simple Excel models

ADDITIONAL INFORMATION

Technical: Excel, PowerPoint, Capital IQ, Bloomberg, FactSet | Languages: English (Native), Spanish (Conversational) | Interests: Distance running, coffee, Liverpool FC, Caribbean history

Editable sample template — replace content with your own experience and tailor bullets to each bank.