A UK entry-level investment banking CV should demonstrate relevant finance experience, analytical ability, and attention to detail. This guide walks you through each section to help you present internships, projects, and coursework that matter to UK employers.
Use the examples and templates here to keep your CV concise and targeted.
Building a Investment Banker resume?
Skip the blank page. Start with a template built for this role, then tailor it for each job you apply to.
Tip: use the template as a starting point, then swap in your own numbers and project names.
CV Header and Title
Start with a clear header that includes your full name, a UK mobile number, a professional email address, and your LinkedIn profile URL. Add a concise headline such as Entry-Level Investment Banker or Investment Banking Analyst Candidate to signal your objective.
Keep your location (town/region) and willingness to relocate brief so UK recruiters can quickly assess fit. For roles where relevant, note your right-to-work status in the header.
Professional Summary for an entry-level investment banker CV
Write a short professional profile of two to three lines that highlights your most relevant experience and your immediate career goal. Focus on internships, deal exposure, modelling skills, and degree/classification if strong or requested.
Avoid vague claims and show what you can bring to the role with concrete skills and outcomes.
Experience and Internships
List internships and relevant part-time roles in reverse chronological order and lead with the job title and firm name. Use three to five bullet points per role that start with a strong action verb and quantify results where possible, such as supporting a valuation or contributing to a pitch book.
If you worked on financial modelling, mention the modelling types and the tools you used (e.g. Excel, Python, Bloomberg, Capital IQ) to demonstrate technical competence.
Academic Projects and Financial Modelling
Include university projects that mirror real banking work, such as used buyout models, comparables analysis, and M&A case studies. Describe the scope, your role, and measurable outcomes like valuation ranges or recommendations.
If your modelling informed a client presentation or pitch deck, explain that context to show applied skills rather than purely theoretical work.
Skills and Technical Tools
Show core technical skills relevant to the UK investment banking market, including Excel modelling, PowerPoint, VBA, Python, and access to financial data platforms such as Bloomberg, Capital IQ, FactSet, and Reuters. Highlight modelling work (e.g.
LBOs, merger modelling) and any automation using macros. If you have programming or data analysis experience, list it with concrete examples.
Also mention language skills and awareness of UK GAAP or IFRS where relevant.
Additional Tips
- 1Keep a concise professional profile (CV summary) that highlights 1 or 2 top strengths and your immediate career objective, so readers understand your trajectory quickly. Tailor this profile to each application for stronger alignment.
- 2Translate academic work into business outcomes by explaining assumptions, valuation ranges, and recommendations from projects rather than just listing technical steps. This helps interviewers connect your work to deal-making.
- 3Maintain a master CV with full details and a two-page version for applications, so you can quickly tailor and export the most relevant content for each role. Update the master CV after each internship or major project to avoid losing achievements.