Investment Banking Specialist

Investment Banking Specialist Resume Keywords and Skills (Hard Skills)

Here are the keywords and skills that appear most frequently on recent Investment Banking Specialist job postings. In other words, these are the most sought after skills by recruiters and hiring managers. Go to Sample Templates ↓ below to see how to include them on your resume.

Remember that every job is different. Instead of including all keywords on your resume, identify those that are most relevant to the job you're applying to. Use the free Targeted Resume tool to help with this.

Choose a category
  • Investment Banking
  • Valuation
  • Financial Modeling
  • Mergers & Acquisitions (M&A)
  • Corporate Finance
  • Financial Analysis
  • Investments
  • Capital Markets
  • Finance
  • Due Diligence
  • Private Equity
  • S&P Capital IQ
  • Equities
  • Bloomberg
  • Banking
  • Economics
  • LBO
  • Venture Capital
  • DCF Valuation
  • Bloomberg Terminal
  • Python (Programming Language)
  • Microsoft Access
  • Data Analysis
  •   Show full list

Resume Skills: Financial Analysis

  • Financial Modeling
  • Financial Statement Analysis
  • Risk Management
  • Quantitative Analysis
  • Valuation Methods
  • Forecasting
  • Data Analysis
  • Portfolio Management
  • Investment Analysis
  • Valuation

Resume Skills: Investment Banking Tools

  • Bloomberg Terminal
  • FactSet
  • Capital IQ
  • Thomson Eikon
  • Investment Banking Prep (IBP)
  • PitchBook

Resume Skills: Techniques

  • Due Diligence
  • Equity Research
  • Deal Structuring
  • Mergers & Acquisitions (M&A)
  • IPO Procedures

Resume Skills: Languages

  • English
  • Spanish
  • Mandarin
  • Spanish (Fluent)

Resume Skills: Financial Analysis Tools

  • Bloomberg Terminal
  • Tableau
  • FactSet
  • Microsoft Excel (VLOOKUP, Pivots, Macros)

Resume Skills: Programming

  • Python
  • SQL
  • MATLAB
  • Java

Resume Skills: Financial Theories

  • Capital Asset Pricing Model (CAPM)
  • Modern Portfolio Theory (MPT)
  • Monte Carlo Simulation
  • DCF Valuation

Resume Skills: Regulatory Knowledge

  • SEC Regulations
  • GAAP
  • Sarbanes-Oxley Act
  • Dodd-Frank Act

Resume Skills: Technical

  • MS Office Suite
  • Python
  • SQL
  • MATLAB
  • Bloomberg Terminal
  • SAS

Resume Skills: Regulations & Standards

  • IFRS
  • GAAS
  • GAAP
  • ICFAI
  • Sarbanes-Oxley Act(SOX)
  Does your resume contain all the right skills? Paste in your resume in the AI Resume Scan ↓ section below and get an instant score.

Compare Your Resume To These Investment Banking Specialist Skills (ATS Scan)

Paste your resume below and our AI will identify which keywords are missing from your resume from the list above (and what you need to include). Including the right keywords will help you get past Applicant Tracking Systems (i.e. resume screeners) which may scan your resume for keywords to see if you're a match for the job.

Sample Investment Banking Specialist Resume Examples: How To Include These Skills

Add keywords directly into your resume's work experiences, education or Skills section, like we've shown in the examples below. Use the examples below as inspiration.

Choose a template
Your Name
Investment Banking Specialist
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com January 2022 - Present
Investment Banking Specialist
Formulated a strategic model leveraging Python and Bloomberg Terminal that simplified M&A analysis, reducing process time by 35%
Implemented a meticulous valuation process for high profile, multimillion dollar deals, enhancing deal profitability by 22%
Led a team of 8 in a sector wide due diligence process, mitigating risks by efficiently analyzing over 20 private equity prospects
Devised a comprehensive DCF valuation model, significantly refining corporate finance operations and increasing deal accuracy.
Enhanced investment efficiency by 15% by developing data-driven approaches using S&P Capital IQ for tracking developments in capital markets
Resume Worded May 2019 - December 2021
Investment Banking Associate
Managed and trained a team of 5 junior bankers, dramatically improving team efficiency by 30%
Successfully completed 30+ financial models and valuations, resulting in realized investments of over $300M
Drove an initiative to optimize LBO models, improving investment returns by 20%
Supervised due diligence for 50+ M&A transactions, ensuring robust risk assessment
Goldman Sachs June 2017 - April 2019
Investment Analyst
Executed in-depth analysis of 50+ equities using Bloomberg, improving portfolio performance by 12%
Assisted in preparing comprehensive valuation reports and investment memorandums, aiding in secured funding of $5B
Played a pivotal role in the financial analysis of prospective investments by deploying a robust economic model
EDUCATION
Resume Worded Academic Center May 2019
Master of Business Administration (MBA) - Finance
Concentration in Investment Banking & Financial Markets
Resume Worded University May 2017
Bachelor of Science - Finance
Minor in Economics
Awards: Top 10% of the class, Deans List 2016
SKILLS
Financial Analysis: Financial Modeling, Financial Statement Analysis, Risk Management, Quantitative Analysis, Valuation Methods, Forecasting
Investment Banking Tools: Bloomberg Terminal, FactSet, Capital IQ, Thomson Eikon, Investment Banking Prep (IBP), PitchBook
Techniques: Due Diligence, Equity Research, Deal Structuring, Mergers & Acquisitions (M&A), IPO Procedures
Languages: English (Native), Spanish (Conversational), Mandarin (Basic)
OTHER
Certifications: Certified Financial Planner (CFP), Financial Risk Manager (FRM), Certification of Competence in Business Analysis (CCBA)
Projects: Established an independent financial consulting initiative, advising high net worth individuals on investment strategies and wealth management
Leadership: Vice President, Finance Club, Resume Worded University (2016-2017)
Awards: Best Newcomer, Resume Worded, 2019; Star Performer, Goldman Sachs, 2018
Your Name
Investment Banking Analyst
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Resume Worded April 2021 - Present
Investment Banking Analyst
Produced over 20 unique investment strategies utilizing Bloomberg, leading to a 10% increase in AUM
Integrated Python into financial modeling process, leading to an efficiency increase of 30%
Conducted due diligence for 25 venture capital prospects, generating $30M investment.
Devised a detailed DCF valuation model that resulted in a more robust and accurate understanding of corporate financial health
Undertook deep analysis of capital market trends using S&P Capital IQ to drive strategic decision making
Bank of America January 2018 - March 2021
Banking Associate
Managed a high-performing team in banking that improved efficiency by 25%
Orchestrated due diligence process for 10+ M&A deals, mitigating potential risks and securing profitable transactions
Leveraged LBO strategies to optimize investor returns by 15%
Enabled $10M investment by valuation of several private equity prospects
J.P. Morgan June 2015 - December 2017
Financial Analyst
Conducted comprehensive economic analysis to support investment decision-making, driving 10% revenue growth
Performed in-depth equities analysis using Bloomberg Terminal, producing $10M in direct investments
Assisted in a team generating $20M in investor funding through detailed valuation reports and investment memorandums
EDUCATION
Resume Worded University December 2017
Master of Business Administration - Finance
Specialization in Management and Economics
Resume Worded Academic Center May 2015
Bachelor of Science - Finance
Minor in Mathematics
Dean's List 2013-2015 (Top 10%)
SKILLS
Financial Analysis Tools: Bloomberg Terminal, Tableau, FactSet, Microsoft Excel (VLOOKUP, Pivots, Macros)
Programming: Python, SQL, MATLAB, Java
Financial Theories: Capital Asset Pricing Model (CAPM), Modern Portfolio Theory (MPT), Monte Carlo Simulation, DCF Valuation
Regulatory Knowledge: SEC Regulations, GAAP, Sarbanes-Oxley Act, Dodd-Frank Act
OTHER
Certifications: Chartered Financial Analyst (CFA) Level I (2019), Financial Risk Manager (FRM) Part I (2018)
Awards: Bank of America Most Valuable Associate (2019)
Leadership & Volunteering: Treasurer - Finance Club, Resume Worded University (2016-2017), Volunteer - Local Food Bank (2015- Present)
Projects: Led an investment analysis project forecasting future performance of blue-chip stocks (2020)
Your Name
Investment Associate
City, Country  •  (123) 456-789  •  [email protected]  •  linkedin.com/in/your-profile
EXPERIENCE
Coached.com March 2023 - Present
Investment Associate
Deployed Python programming to enhance financial modeling, increasing deal sourcing efficiency by 40%
Spearheaded sector-wide due diligence process, identifying high-potential investments in private equity and venture capitalist dealings
Utilized DCF valuation strategies for optimal investment banking practices, resulting in a 15% increase in deal accuracy
Led in-depth analysis of capital market trends using S&P Capital IQ, informing investment strategies and bolstering portfolio performance by 20%
Developed detailed valuation process enabling multimillion dollar deals, heightening profitability by 25%
Goldman Sachs January 2020 - February 2023
Banking Specialist
Led a team of junior bankers, significantly improving team efficiency by 20% through strategic training
Leveraged LBO modeling to improve investment returns by 18%
Completed due diligence for over 40 M&A transactions, mitigating risk and ensuring secured transactions
Constructed over 50 financial models leading to lucrative investments
Morgan Stanley May 2017 - December 2019
Financial Associate
Undertook comprehensive financial analysis, driving a 10% increase in portfolio performance
Assisted in securing $2B funding through the preparation of detailed valuation reports
Performed in-depth analysis of equities using Bloomberg, resulting in increased investment returns by 12%
EDUCATION
Resume Worded University May 2022
Master of Business Administration - Finance
Top 10% of the class
Focused coursework: Corporate Finance, Investment Strategies
Resume Worded Academic Center May 2016
Bachelor of Science - Finance and Economics
Minors in Statistics and Risk Management
Honor: Dean's List (Top 10% of the class)
SKILLS
Financial Analysis: Data Analysis, Risk Management, Portfolio Management, Financial Modeling, Investment Analysis, Valuation
Technical Skills: MS Office Suite, Python, SQL, MATLAB, Bloomberg Terminal, SAS
Regulations & Standards: IFRS, GAAS, GAAP, ICFAI, Sarbanes-Oxley Act(SOX)
Languages: English (Native), Spanish (Fluent), Mandarin (Conversational)
OTHER
Certifications: Certified Financial Planner (CFP), Chartered Financial Analyst (CFA) - Level III
Leadership & Volunteering: Financial literacy volunteer for local non-profit, Treasurer for local non-profit
Awards: Goldman Sachs Excellence in Banking Award (2022), Morgan Stanley Star Performer Award (2018)

How do I add skills to an Investment Banking Specialist resume?

1
Review the job posting closely.

Go through the Investment Banking Specialist posting you're applying to, and identify hard skills the company is looking for. For example, skills like Financial Modeling, Investments and Financial Analysis are possible skills. These are skills you should try to include on your resume.

2
Add industry skills like Valuation and Capital Markets.

Add other common skills from your industry - such as Corporate Finance, Investment Banking and Mergers & Acquisitions (M&A) - into your resume if they're relevant.

3
Add skills into your work experience.

Incorporate skills - like Bloomberg Terminal, Finance and LBO - into your work experience too. This shows hiring managers that you have practical experience with these tools, techniques and skills.

4
Show how you have strong attention to detail.

A good Investment Banking Specialist has strong attention to detail, so try to include examples of where you handled complex projects or processes.

5
Use the exact job title.

Try to add the exact job title, Investment Banking Specialist, somewhere into your resume to get past resume screeners. See the infographic for how to do this.

Word Cloud for Investment Banking Specialist Skills & Keywords

The following word cloud highlights the most popular keywords that appear on Investment Banking Specialist job descriptions. The bigger the word, the more frequently it shows up on employer's job postings. If you have experience with these keywords, include them on your resume.

Top Investment Banking Specialist Skills and Keywords to Include On Your Resume

Investment Banking Specialist Soft Skills

Here are common soft skills that appear on Investment Banking Specialist job postings. Unlike hard skills, which refer to tools, software or techniques, soft skills focus on character traits and interpersonal skills. Instead of listing these phrases on your resume, try to show them through your bullet points like in the examples below.

Tip: Do not list these words or phrases on your resume, and instead focus on the hard skills we described above.

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Investment Banking Specialist Resume Templates

Here are examples of proven resumes in related jobs and industries, approved by experienced hiring managers. Use them as inspiration when you're writing your own resume. You can even download and edit the resume template in Google Docs.

Resume Example
Investment Banking Analyst


Resume Example
Investment Banking Associate


Resume Example
Investment Banking Managing Director


Resume Example
Investment Banking Vice President


Resume Example
Investment Banking Executive Assistant


Resume Example
Investment Banking Vice President


Browse Skills from Similar Jobs

Frequently Asked Questions

What skills do hiring managers want to see on an Investment Banking Specialist resume?

Some popular Investment Banking Specialist hard skills are Investment Banking, Valuation, Financial Modeling, Mergers & Acquisitions (M&A), Corporate Finance, Financial Analysis, Investments and Capital Markets.

Depending on the job you apply to, skills like Private Equity, Finance, Bloomberg Terminal, Bloomberg and LBO can also be good to include on your resume.

Target your Resume to a Job Description

While the keywords above are a good indication of what skills you need on your resume, you should try to find additional keywords that are specific to the job. To do this, use the free Targeted Resume tool. It analyzes the job you are applying to and finds the most important keywords you need on your resume.

It is personalized to your resume, and is the best way to ensure your resume will pass the automated resume filters.

Start targeting your resume

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