Investment banking resume template and example for Google Docs™
A senior applying for full-time analyst roles after a summer in M&A. One page, education first, deals described by type and size.
- Parser read 35/35 fields
- 1 page
- US Letter
- Google Docs and Word
- Classic layout
What a parser reads from it
Field by field, from the PDF that Google Docs exports.
35/35
fields read correctly from the resume (US Letter), downloaded from Google Docs as a PDF and read by the open-source OpenResume parser (commit 4f8255a) on Oct 3, 2026.
What the parser read
First 30 lines, exactly as extracted.
Marcus Whitfield New York, NY | (212) 555-0164 | marcus.whitfield@example.com | linkedin.com/in/marcuswhitfield EDUCATION Albemoor University Albany, NY Bachelor of Science in Economics, Minor in Accounting May 2027 • GPA: 3.8/4.0; Dean's List every semester • Investment Club: Head of Valuation, leads a 12-person team covering industrials EXPERIENCE Calloway Brothers & Co. New York, NY Investment Banking Intern Jun 2026 – Aug 2026 • In the M&A group, built the merger model for a $1.2B sell-side process in consumer packaging, covering accretion, synergies and financing cases • Prepared trading comparables and precedent transactions for three pitch books sent to industrial clients • Drafted 14 pages of the confidential information memorandum and checked every figure against the data room • Tracked buyer contacts and NDA status for 60 parties in the process log the deal team reviewed each morning Quillfeather Capital Partners Albany, NY Private Equity Analyst Intern Jan 2026 – Apr 2026 • Screened about 40 lower middle market companies a month and wrote one-page summaries for the investment committee • Built an LBO model for an $85M specialty distribution add-on showing returns under three leverage cases Albemoor University Albany, NY Teaching Assistant Aug 2025 – Dec 2025 • Held weekly corporate finance review sessions on valuation and capital structure for about 45 students LEADERSHIP AND PROJECTS Intercollegiate Stock Pitch Competition | Team captain Mar 2026 • Pitched a long position in a rail equipment maker; placed second of 28 teams SKILLS Technical: Merger and LBO models, DCF, comparable companies, precedent transactions Software: Excel, PowerPoint, Capital IQ, PitchBook, Bloomberg
Field by field
What we wrote, and what the parser put in each field.
| Field | Parser read | Match |
|---|---|---|
| Name | Marcus Whitfield | |
| marcus.whitfield@example.com | ||
| Phone | (212) 555-0164 | |
| Location | New York, NY | |
| Link | linkedin.com/in/marcuswhitfield | |
| Summary | (empty) | |
| Job 1 company | Calloway Brothers & Co. | |
| Job 1 title | Investment Banking Intern | |
| Job 1 dates | Jun 2026 – Aug 2026 | |
| Job 1, bullet 1 | In the M&A group, built the merger model for a $1.2B sell-side process in consumer packaging, covering accretion, synergies and financing cases | |
| Job 1, bullet 2 | Prepared trading comparables and precedent transactions for three pitch books sent to industrial clients | |
| Job 1, bullet 3 | Drafted 14 pages of the confidential information memorandum and checked every figure against the data room | |
| Job 1, bullet 4 | Tracked buyer contacts and NDA status for 60 parties in the process log the deal team reviewed each morning | |
| Job 2 company | Quillfeather Capital Partners | |
| Job 2 title | Private Equity Analyst Intern | |
| Job 2 dates | Jan 2026 – Apr 2026 | |
| Job 2, bullet 1 | Screened about 40 lower middle market companies a month and wrote one-page summaries for the investment committee | |
| Job 2, bullet 2 | Built an LBO model for an $85M specialty distribution add-on showing returns under three leverage cases | |
| Job 3 company | Albemoor University | |
| Job 3 title | Teaching Assistant | |
| Job 3 dates | Aug 2025 – Dec 2025 | |
| Job 3, bullet 1 | Held weekly corporate finance review sessions on valuation and capital structure for about 45 students | |
| School 1 | Albemoor University | |
| School 1 degree | Bachelor of Science in Economics, Minor in Accounting | |
| School 1 dates | May 2027 | |
| School 1 GPA | 3.8 | |
| School 1, bullet 1 | GPA: 3.8/4.0; Dean's List every semester | |
| School 1, bullet 2 | Investment Club: Head of Valuation, leads a 12-person team covering industrials | |
| Project 1 | Intercollegiate Stock Pitch Competition | Team captain | |
| Project 1 dates | Mar 2026 | |
| Project 1, bullet 1 | Pitched a long position in a rail equipment maker; placed second of 28 teams | |
| Skills line 1 | Technical: Merger and LBO models, DCF, comparable companies, precedent transactions | |
| Skills line 2 | Software: Excel, PowerPoint, Capital IQ, PitchBook, Bloomberg | |
| Skills line 3 | Certifications: BIWS Financial Modeling, Bloomberg Market Concepts | |
| Skills line 4 | Languages: Portuguese (fluent) |
Shown but not counted
- Albany, NY: no location field for schools. It's in the extracted text.
- New York, NY: no location field for jobs. It's in the extracted text.
- Albany, NY: no location field for jobs. It's in the extracted text.
- Albany, NY: no location field for jobs. It's in the extracted text.
This checks our sample text, read by one open-source parser from the PDF that Google Docs' File > Download > PDF produces. It isn't a score, and it doesn't tell you how Workday, Greenhouse or any other hiring system will read your own resume. Anyone can rerun it: the test repository has the PDF (SHA-256 5a15d9953061…), the expected values and the raw results. How we test
About this example
Marcus is still a student, so education sits at the top with GPA and the investment club role. The two internships carry the page, each described by deal type and size rather than client name. A leadership section with the stock pitch result fills the space a full-time analyst would use for a second job.
How to write a investment banking resume
Describe deals by type and size
Banks hire analysts to build models and prepare deal materials. Say what kind of deal it was (sell-side M&A, LBO, debt raise), the size and the industry. Client names usually stay confidential, and so can other details; include only what's public or what your bank allows you to share.
Name the models you built
Merger, LBO, DCF and comparables are the core of the job. Write which ones you built yourself and what they were used for, such as a pitch or a buyer list.
Show you can carry the process
Analysts keep trackers, check numbers in the data room and draft memoranda. One bullet about that kind of work shows you can be trusted with the details.
Keep education at the top
Students and new graduates put education first, with GPA if it's 3.5 or higher. Banks screen on it, so don't make them look for it.
Cover letter lines for a investment banking role
An opening and a closing written for the person in this example. Swap in your own numbers and the role you're applying for. Every template comes with a matching cover letter for the middle.
I'm applying for the Investment Banking Analyst position in your industrials group. Last summer in M&A at Calloway Brothers, I built the merger model for a $1.2B sell-side process and drafted 14 pages of the information memorandum.
I'd welcome the chance to talk about the deal work and how I'd fit with your team. Thank you for your time and consideration.
Common mistakes on investment banking resumes
- A summary at the top. Banking resumes are read in seconds. A summary pushes your school and deals down the page. Leave it off.
- Deal names you aren't allowed to share. Leaving out the client's name isn't enough on its own. Size, sector and timing can identify an unannounced deal too, so describe only what's public or what your bank has cleared, and keep it general when in doubt, such as "sell-side sale of a consumer products company". Ask your staffing or compliance team if you're unsure.
- Clubs with no role. "Member, Investment Club" says little. Give your role and what you did, like leading a team or pitching a stock.
- More than one page. Analyst resumes are one page, no exceptions. Cut high school activities and older part-time jobs first.
Templates that suit investment banking resumes
Blank versions with a cover letter and references page, in Letter and A4.
Classic
38/38 fields readSerif type, centered headings and education first. The look many university career offices recommend for finance, law and consulting.
- 1 page
- Letter + A4
- Docs + Word
Jake's
46/46 fields readThe Jake's Resume layout rebuilt for Google Docs and Word. Dense, centered, made for tech internships and new-grad roles.
- 1 page
- Letter + A4
- Docs + Word
More resume examples
The writing advice draws on the tasks and tools listed for Financial and Investment Analysts (O*NET-SOC 13-2051.00) in the O*NET 31.0 Database by the U.S. Department of Labor, Employment and Training Administration, used under the CC BY 4.0 license. We rewrote it as resume advice. The person, employers and schools in the example are fictional, and the example is written as of fall 2026, so dates and years of experience count to then.