Investment Banking Analyst CV

The major duties of an investment banking analyst are to perform financial modeling and analysis, to conduct company analysis and prepare various detailed presentations. The analyst deals with the corporate finance and M&A transactions. An investment banking analyst CV should exhibit the required educational qualifications and relevant years of experience of the candidate.

Sample Investment Banking Analyst CV 

Robert Flake

157 Sherman

Denver, CO

Contact No: 303 422 0556


Profile Summary

As an investment banking analyst, I have been dealing with various important tasks since the past four years. Throughout my job tenure, I have conducted research on the buyers and the investors and interacted with them during the transaction process. I have prepared various forms of financial presentations to be reviewed by the higher authorities. I believe that I will provide good quality of service in future too by making use my good interpersonal skills.

Career Objective

To be a successful investment banking analyst which will let me utilize my skills and expertise in order to support the existing business transactions and to develop the new business portfolios within the organization.

Employment History

Duration: 2010- Till date

Organization: William Blair & Company

Designation: Investment Banking Analyst

My job responsibilities were to develop financial models, targeting clients through research and supporting the senior banking officials in creating and marketing the pitch materials. In addition, I also attended the client meetings and various drafting sessions.

Duration: 2008-2009

Organization: BCMS

Designation: Investment Banking Associate

My responsibilities included conducting company due diligence, creating and analyzing the

financial models, researching industry trends, communicating with the investors and the potential buyers; and assisting the senior team members on equity private placements.

Educational Background

  • Master degree in Business Administration (Finance), Stanford University, 2007
  • Bachelor degree in Economics, Stanford University, 2004

Additional Skill Set

  • Good mathematical and analytical skills.
  • Good understanding of finance and accounting concepts.
  • Familiar with valuation methodologies.
  • Ability to work in a fast paced environment.


Mr. Andrew Mitchell

Senior Professor, Fountain College of Banking

Denver, CO

Email ID:

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