Investment bankers take calculated risks and reap the rewards. Let companies know you’re the right choice for the job by submitting a competent and considered resume.
Although many banks provide in-house training, in order to work in investment banking, you’re likelier to be selected if you have a degree in business, economics, or finance on your resume. Working with clients will be a large part of the job, so demonstrate your interpersonal skills with previous in-person or telephone-based customer service roles. An aptitude for software and administration is required, as well as a head for problem-solving, numbers, and analytics, so highlight training or experience in these areas.
Study our investment banking entry-level resume templates and you’ll soon be able to create your own.
Create ResumeAva Taylor
123 Fake Street | City, State, Zip Code
000-000-0000
email@email.com
Career Focus
Detail-oriented Financial Associate with a focus in problem solving. Specializing in building client relationships.
Education
Bachelor of Business Administration : Finance and international Business 2009
University of Cincinnati , City, State
Coursework in Corporate Finance, Investments, Portfolio Management, International Accounting and Finance
Professional Experience
Company Name , City, State, Complex Trade Desk 12/2013 to Current
- Placed complex option orders and bond orders
- Took and escalated calls from dissatisfied clients, allowing me to take ownership of the issue
- Educated and advised other representatives of polices and procedures
Company Name , City, State, Licensed Financial Associate 08/2011 to 12/2013
- Licensed in August 2012, series 7,63
- Created solutions to suit client needs
- Escalating account needs to best help clients while still maintaining policy
Company Name , City, State Collections II Agent Macys 01/2011 to 08/2011
- Assisting client with phone payments during the late stages of collections
- Demonstrating team work with compliance while setting up payment plans and settlements
- Generating a win/win between the company and clients
Company Name , City, State, Mortgage File Room Attendant 03/2010 to 12/2010
- Transitioning from a paper based filing system to an image based computer system
- Handling original documents that needed to be accountable for the court system
Company Name , City, State, Personal Assistant 05/2005 to 10/2005
- Research local taxes in southern states for retail clients
- Journalized credits and debits for company accounts
- Providing payroll assistants to the office
Summary of Skills
Computer Skills: Microsoft Word, Excel, Power Point, Access and Outlook |
Interests
Volunteer work: Home Depot events, Salvation Army, and ATP booths for Children’s Hospital