Investment Banker CV Example

A template for bankers who execute complex transactions and drive shareholder value.

Oliver Westbrook

Vice President — M&A

📍 London, UK✉️ oliver.westbrook@email.com

Summary

VP-level Investment Banker with 6 years of experience in M&A advisory across technology and financial services sectors. Advised on £8B+ of completed transactions including cross-border acquisitions and IPOs. CFA charterholder.

Work Experience

Vice President — Technology M&A at Goldman SachsJan 2022 — Present

Lead execution on 4–6 live M&A mandates simultaneously with aggregate deal value of £3.2B
Advised FTSE 250 technology company on £1.8B acquisition, managing due diligence workstreams and negotiations

Analyst / Associate — M&A at LazardJul 2018 — Jan 2022

Executed 12 completed M&A transactions with aggregate value of £4.8B across financial services and fintech
Built comprehensive valuation analyses (DCF, trading comps, precedent transactions) for client pitches

Skills

M&A ExecutionFinancial ModellingCFA CharterholderValuation (DCF/LBO)Due DiligenceClient PresentationsBloomberg TerminalCross-Border M&A

What Recruiters Look For

Investment Banking CVs are intensely transaction-focused. Recruiters want to see deal experience: number of transactions, aggregate value, your specific role on each deal, and the outcome.

Key Skills to Include

M&A execution, financial modelling (DCF, LBO, comps), due diligence, client management, pitch book preparation, CFA/ACA, and Bloomberg Terminal.

Common Mistakes

Not quantifying your deal experience. Industry convention is to list your transactions in a Deal Sheet addendum showing role, value, and status.

Formatting Tips

One page plus optional Deal Sheet. Use a conservative template with no colour. Education and firm names matter enormously in banking. Lead with your most impressive deal.

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