Investment Banking CV — How to Write Yours

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A strong investment banking CV is one page (maximum two for experienced candidates), cleanly formatted, and tells a clear story of progression and commercial acumen. Structure should be: (1) Contact information (name, email, phone — minimal), (2) Education (university, degree, graduation date, key grades/modules), (3) Experience (summer internships, part-time roles, or relevant projects — quantified with impact), (4) Skills (technical skills like Excel/VBA, and soft skills), (5) Additional (languages, extracurricular leadership). What separates strong CVs from weak ones: quantified achievements (not just responsibilities), clear commercial understanding, attention to detail, and layout that signals professionalism. Banking recruiters see thousands of CVs and filter hard on first impression — your CV has 6-10 seconds before they decide whether to read further.

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CV structure and formatting standards for banking

Investment banking CVs follow strict conventions. Recruiters expect: one page (not two, not three), clear hierarchy with sections (Education, Experience, Skills), consistent formatting, and minimal fluff. Why? Banks receive 3,000-5,000 CVs per year. They filter on: (1) education (2:1 minimum, often higher), (2) relevant experience (internships, analysis projects), (3) attention to detail (typos are disqualifying). Your CV must pass this filter in under 10 seconds.

Use a simple, professional font (Arial, Calibri, or Times New Roman) in 10-11pt. Margins should be 0.5 inches. Avoid colours, graphics, or decorative elements — pure black text on white background. Use bold for section headers and company names. Use bullet points for achievements. This standard format signals professionalism and is easy for recruiters to scan.

Contact information should be minimal: Name (large, at top), Email, Phone, LinkedIn URL. Nothing more. Do not include date of birth, nationality, or marital status (illegal to request in UK, signals outdated thinking if you include it).

One critical formatting rule: each bullet point should be concise (1-2 lines maximum). Long paragraphs are hard to scan and signal lack of clarity. Edit ruthlessly. If a bullet is more than two lines, it's too long. Break it into two bullets or cut the detail.

Education section: telling your academic story clearly

Your education section should include: University name, Degree (e.g., Bachelor of Science in Economics), Expected graduation date (or graduation date), Degree classification (1st, 2:1, 2:2) if 2:1 or better, and optionally key modules. Format: "[University] — [Degree], expected [date]. [Classification]. Relevant modules: [module 1], [module 2]."

Only include classification if it's 2:1 or above. If you have a 2:2, don't list classification — instead emphasise relevant modules or projects. Key modules for banking: Corporate Finance, Investment Banking, Financial Management, Valuation, Mergers & Acquisitions. These signal you understand the industry.

Include A-level results only if they're outstanding (AAA or A*A*A) and only in early CVs (your degree classification matters far more by final year). Do not include GCSEs.

If you did a study abroad semester or exchange, mention it briefly under education. "LSE, BSc Economics, expected June 2025. 2:1. Exchange semester at Yale University, Spring 2024." This shows global experience and initiative.

Experience section: quantify impact, not just responsibility

The experience section is where you demonstrate commercial acumen and analytical thinking. For each role, include: Company name, Job title, Dates (Month/Year format), and 2-3 bullet points of quantified achievements. Format: "[Company] — [Title], [Dates]" then bullets below.

The critical difference between weak and strong experience bullets: Weak: "Analysed financial statements and built models." Strong: "Built financial model stress-testing three acquisition scenarios, identifying £2m cost synergy opportunity that formed basis of investment recommendation."

Notice the strong version: (1) specifies what you analysed (three scenarios), (2) quantifies the outcome (£2m), (3) explains impact (formed basis of recommendation). This is what bankers need to see.

For each experience entry, lead with your most impactful achievement. If you did many things, pick the 2-3 that show analytical thinking, commercial acumen, or impact. Don't list 5-6 bullet points; you're limiting your CV to one page and must prioritise.

If you don't have banking internship experience, include university projects or part-time roles. A project in financial analysis or case competition is relevant. Leadership in a finance society is relevant. Part-time retail work is less relevant but still shows work ethic — if included, quantify ("Increased customer satisfaction scores by 15%") or highlight if you led initiatives.

Skills and additional sections: technical and soft skills

Your Skills section should include: Technical Skills (Excel — proficiency level, PowerPoint, Bloomberg, SQL, Python if you have it), Soft Skills (fluent in [languages], strong written and verbal communication — but don't list every soft skill; only highlight non-obvious ones). Bankers assume you're a good communicator and good at teamwork. Highlight what makes you distinct.

For Excel, specify your proficiency. "Advanced Excel (V-Lookup, Pivot Tables, financial modelling)" is better than just "Excel." If you know VBA or macros, definitely mention it. If you've used Bloomberg Terminal or financial databases, mention those. These are technical skills that set you apart.

Languages are valuable if you're fluent or business-level proficient. "Fluent in Mandarin and English" is strong. "Basic French" doesn't add value. If you're applying to a firm with operations in other countries, language skills are more valuable.

Additional sections can include: Extracurricular (society leadership, competitions), Certifications (if you have FCA investment knowledge qualification, CFA Level 1 passed, etc.), or Honours (prizes, awards). Only include if impressive or relevant. "Debating Society Committee Member" is fine. "Volunteered with local charity" is less relevant for banking.

Common CV mistakes in banking and how to avoid them

Mistake 1: Weak action verbs. "Helped with analysis," "Worked on financial models." Strong verbs: "Built," "Analysed," "Identified," "Recommended," "Managed." These signal ownership.

Mistake 2: Vague achievements without quantification. "Contributed to successful project launch." Better: "Led project delivery resulting in £1.5m cost reduction." Quantification makes achievements credible.

Mistake 3: CV longer than one page (unless you have 3+ years experience). Recruiters assume you can't prioritise if you submit a long CV. Be ruthless in cutting non-essential information.

Mistake 4: Including personal interests that aren't impressive. "Enjoy watching Netflix" doesn't belong. "Completed CFA Level 1" belongs. "Active in university investment club" belongs.

Mistake 5: Spelling and formatting errors. These are disqualifying. Your CV is a test of attention to detail — errors signal you don't care or can't notice mistakes. Proofread 5+ times. Have someone else read it.

Mistake 6: Vague education section that doesn't signal banking interest. Don't just list degree. Include relevant modules, projects, or achievements that show you understand finance.

Strategy

Investment banking CV tips

1

Lead with your strongest experience. The first bullet point under your most recent experience should be your most impressive achievement.

2

Quantify everything possible. "Increased efficiency by 15%", "Analysed £500m transaction", "Identified cost savings of £2m." Numbers make achievements credible and concrete.

3

Use consistent date formatting. All dates should be Month/Year format (e.g., "June 2024 — August 2024", not "6/2024 – 8/2024").

4

Tailor your CV slightly for each application. If the firm emphasises M&A, lead with M&A experience. If they emphasise technology, lead with tech sector experience.

5

Have two versions of your CV ready: one-page (standard) and two-page (if you have significant experience). One-page is almost always preferred for banking graduates.

6

Use specific company names and client names where possible (unless confidentiality applies). "Advised FTSE 100 technology company on acquisition" is less impressive than "Advised Unilever on acquisition of [company]" (if you can name it).

7

Proofread obsessively. Read backwards (from bottom to top) to catch typos your brain might skip over in normal reading order.

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