Attached to the bottom of this post, you will find the Wall Street Oasis Investment Banking Resume Template for undergraduate students, used by the WSO paid service and thousands of candidates to successfully land a job in investment banking.
For those of you looking to make sure your CV format is clean and your investment banking resume is polished, we have a great sample resume you can now use free of charge (attached to this post below). We know how competitive internship applications and summer analyst positions are nowadays, so we're hoping this gives you an even bigger edge in recruiting.
After seeing members consistently reference other resume templates in the public resume review forum (which are good but inferior in our opinion), we have decided to release the WSO resume template for free to the public. This is the same CV template we use in all of our WSO resume reviews with experienced finance professionals.
To be honest, we were a bit hesitant to release this at first. Access to this formatted resume is typically granted only to our resume review clients. However, we decided to go ahead because we add a ton of additional value in the review process to prepare your resume so it's ready for the most competitive industries.
This particular banking resume sample is for undergraduates and is not intended for experienced hires. Go to this link if you are looking for an investment banking resume template with deal experience.
Investment Banking Resume Bullets
Believe it or not, it's easy to mess up the bullet points on your resume. First, we recommend you don't put periods at the end of your bullet points. If you absolutely must, you can use periods. Feel free. The most important thing is to be consistent. But it's preferred that you leave your bullets without periods. As for length of the bullet points, here are two tips from @FailedPrayer:
My general rules are:
- Keep bullet points at a max of 2 lines; ideal would be 1.5 lines
- Make sure spacing is solid and that your bullet points hit the how/why/what/result
Another thing to consider is sub-bullets. Including sub-bullets in your resume is something you have to be 100% confident in. If it's just something you're doing for the sake of having a "different" resume, then avoid it.
Here's one good scenario for the use of sub-bullets: if you are describing transaction experience in an internship. Essentially, if you have to go into more detail to discuss something that is highly relevant to investment banking, then it's worth considering using sub-bullets. Be wary, however, because going into too much detail can cause clutter and get you dinged. Here's a nice explanation of why sub-bullets are beneficial when used correctly, from the recruiter's perspective of @MrAppleseed.
I like them BECAUSE they look odd. Those three items really jump out -- which is due to the fact that you used long dashes as your second bullet type. I often use long dashes (over commas or for bullet points) if I want to draw attention to something on my resume. If I'm a recruiter and quickly scanning the resume, this list (and the first bullet they are under) are the second part of the resume I will read (after education). This is definitely a good thing as it's an impressive part of your investment banking experience.
Investment Banker Resume Content
Now it's time to talk about what goes into those bullet points. Fret not! While the content of your bullet points matter, the most important thing is that you don't fudge anything up in terms of formatting and grammar.
Here's a quote from @DontMakeMeShortYou that should put you at ease.
We look for errors and general content. We don't really care whether you fine-tuned each and every bullet. More concerned about where you worked, in what role, and how you performed; extracurriculars; and GPA.
That isn't to say that your bullets don't matter or that you can half-ass them. You still absolutely need to take care of your bullet points. They should show that you have relevant experience and are capable for the job. Additionally, they will come up during the interview, so you should know them like the back of your hand.
As long as you format properly and don't fudge the grammar/spelling, your bullet points will suffice.
Resume Tense - Past or Present?
The main thing to focus on here is consistency. There are two options here:
- Use past tense throughout the entire resume. The reasoning here is that your resume is a summary of everything you've done.
- Use past tense to describe past experiences and present tense to describe what you're currently doing. The reasoning here is self-explanatory; past experiences use past tense while current experiences use present.
Both options are totally acceptable, which is why it's up to you to choose which you prefer.
Investment Banker Resume Format
A poorly formatted resume will get thrown out. Think about it. A good amount of your time as an investment banker will be spent formatting, so what does it say about you if you can't properly format your own resume?
Lucky for you, you don't have to worry about formatting half as much as other candidates because our template does that for you.
As an undergraduate, you won't have as much experience to present that relates to investment banking. That's okay. Unless you have a lot of experience, clubs, etc., that you want to include, we recommend reducing 5-20% of the content. Once you do this, you can bump up your font by a point or two. This eliminates clutter while still presenting a good amount of content.
The "Additional Information" Section on Your Resume
This is a section that you need to edit to best fit what you have to include. Don't have any modeling experience? Delete that line. No computer skills to show off? Same thing applies. Tailor this area of the resume to highlight your strengths beyond finance.
Two Do's and a Don't for Your Resume
Three more miscellaneous tidbits of wisdom from @blackice for your Resume.
- Do: Be Ready to Defend Everything on Your Resume.
This should be a given, but people seem to fuck this up every day. If you write hang-gliding in your interests section and then I ask you about it, you better damn well be able to speak to hang-gliding. Otherwise, it undermines everything else on the page.
- Do: Start Your Resume Early!
These things take hours and hours to perfect. Many people think you can just sit down in an hour and bang out a perfect resume, but that is simply not the case. It takes time to get right. Do not wait to start until the day before the job posting.
- Don't: Put "Founded Investment Banking Club" on Your Resume. Just Don't Do It.
Interested in Investment Banking - Breaking In
The fact of the matter is you won't improve unless you practice. To have any chance at the technical questions, you need to prepare yourself with legitimate questions. The freeminimalist investment banking interview course is designed by countless professionals with real world experience, tailored to help you break into investment banking by acing the technical questions.
A couple of quick notes:
- Please feel free to share this post and pass it along to friends
- If you're looking for our resume for experienced Investment Banking professionals or a private equity resume template, click here.
- Remember, if you are looking for real finance professionals to help you structure and word your resume bullets and experiences, please consider our industry leading resume editing service, specifically targeted towards investment banking, private equity, hedge funds, trading, management consulting and other finance resumes. Our testimonials speak for themselves: freeminimalist.ru/wso-finance-resume-review :-)