Investment Banker Resume Sample

An investment banker’s main job is to evaluate companies and assist clients in raising capital. They issue and sell securities to raise capital and suggest client’s investment opportunities. The job duties and responsibilities of an investment banker include conducting strategic research, issuing debt and sell equity to raise capital, manage private equity placements, discover potential investors, facilitate mergers and acquisition, assist with corporate restructuring, analyze risk and prepare reports and forecasts. A few other duties an investment banker performs are developing relationships with new and existing clients to expand the business, performing various valuation methods, developing various types of financial models to value debt and perform research, analysis and documentation of live transactions. An investment banker must possess an MBA and work-related experience to succeed in the position. They must be able to work in a fast-paced environment and should have knowledge about deal structuring and closing principals. Strong communication and networking skills are essential and must have extensive knowledge to explain market events.

Investment Banker Resume

Name: Harvey Baker

Address: 2413 Angie Burg, Dallas, TX
Phone: 555 – 331-7402
Email: [email protected]
Current Job:  Investment Banker, Fisher Investments, Dallas, TX


An insightful investment banker with a proven ability to achieve all revenue goals in a high-paced environment. Skilled in making investment recommendations, evaluating investment risk and generating new financial strategies. Extensive experience in management, finance, and investment analysis. A candidate who prioritizes communication to ensure effective and efficient banking operations.


  • Extensive financial knowledge including investment and risk
  • Possess management skills and able to lead a team efficiently
  • Have strong communication skills and use them to build a relationship with customers
  • Critical thinking ability, financial analysis and strong attention to details
  • Able to travel occasionally overnight
  • Strong financial analysis skill and committed to a career in investment banking

Work Experience

Investment Banker, Fisher Investments, Dallas, TX ( 2016 – present )
Duties and Responsibilities:

  • Created and maintained a professional relationship with clients, ensuring company high standards meeting all policies and procedures
  • Using own knowledge advised clients and recommended for making investment
  • Communicated portfolio updates and educated clients

Investment Banker, Heritage Trust, Dallas, TX (2014 – 2016 )
Duties and Responsibilities:

  • Reviewed financial information and presented reports to the directors during a monthly meeting
  • Identified risk involved with each potential investment and giving the highest attention to the most which can yield high financial gain
  • Organized team of tellers, managing schedules and labor costs
  • Ensured money was handled responsibly and improved the efficiency of customer interaction

Investment Banker, The Bank of Nova Scotia, Dallas, TX (2012 – 2014 )
Duties and Responsibilities:

  • Created financial models, analyzed customer financial need and evaluated investment risk
  • Developed promotional materials and executed transactions
  • Performed day-to-day portfolio management tasks
  • Participated in industry conferences and panel discussions
  • Conducted strategic and financial researches and management presentation meetings


Bachelor Degree in Finance – University of Oregon

High School: Highland Park, High School, Dallas, TX


Paul Joseph, Investment Banker, The Bank of Nova Scotia, Dallas, TX

Personal Information:

  • Civil Status: Married
  • Date of Birth: 20/6/1996
  • Hobbies: Playing baseball and hockey

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