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Finance / Investment Banking resume template & writing guide (2026)

A finance resume (IBD, equity research, asset management, risk, quant) must be precise and conservative: clean serif type, tight layout, quantified results, and education up front. Keep the design restrained.

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AI resume tips

  • 1Lead with education: degree, school, major, GPA, and rank if top of class.
  • 2Quantify outcomes: deal size, IRR, AUM, clients covered, and returns generated.
  • 3Feature signature deals: "Led valuation and due diligence on a $500M IPO".
  • 4List your toolkit: Bloomberg, FactSet, Capital IQ, and Excel/VBA modeling.
  • 5Add credentials: CPA, CFA (note level), or FRM.
  • 6Keep formatting restrained; one page (two only for senior roles), no photo or personal fields.
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