Investment Banker CV Template

Published on: 3 Mar 2021

Investment banker

If you’re looking to apply for Investment banker jobs, we can help get your CV ready with our investment banker CV template. Simply download our template and follow the examples provided.

 If you also need to go over the basics of CV writing, be sure to check out our handy how to write a CV guide. 


Investment Banker CV Template

Full name
Phone number
Email address


Personal statement


An extremely motivated and ambitious investment banker with six years’ experience in high level investment environments. A broad and comprehensive knowledge of the global financial marketplace combined with an astute and informed eye for new opportunities has led to an excellent track record in forward thinking investment. A first class communicator with the ability to inspire and motivate colleagues and clients to achieve and expect the best possible results from sound investments.

Core skills


  • Highly experienced in private equity, asset management and corporate finance
  • FSA registered
  • Confident communicator
  • Proven business and strategic planner
  • Strong negotiator
  • Thrives in high pressure work environment
  • Flexible, adaptable and willing to go the extra mile
  • Client focused
  • Broad knowledge of banking, finance and investment opportunities
  • Able to work independently or part of an energised team


Employment history


Investment Banking Consultant – London Finance, London

(November 2013  Present)

Responsible for management of a varied portfolio of financial investments for high net worth clients.


  • Providing solid financial guidance to ambitious clients and investors
  • Communicating with investors regarding their options and suggesting tailored financial strategies
  • Forming plans and optimising portfolio performance
  • Carrying out detailed analysis of the financial marketplace and identifying new and profitable opportunities


Investment Banking Assistant – Marque Investments, London

(March 2010  November 2013)


  • Evaluating client portfolio performance for a large city investment house
  • Carrying out daily financial transactions
  • Reporting forecasts to stakeholders and clients
  • Helping to identify and attract new investors
  • Assessing risk
  • Collating detailed data on financial trends and flagging up potential future opportunities
  • Meeting with clients and reviewing their portfolio’s performance
  • Seeking out new business streams and presenting their potential to senior management




Plymouth University

BA (Hons) Financial Services

(2006  2009)

Including the following modules:

  • Introduction to financial services
  • Financial management
  • Economics for business
  • Legislation and governance
  • Business ethics
  • Leadership


Enfield Sixth Form College

(2004  2006)

A Level Business studies (A) English (A) Maths (A)


Wimbledon High School

(2002  2004)

9 GCSEs C grade and above (including Maths and English)


References available on request

Please do not hesitate to contact me if you require references from any of my previous employers.