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Investment Banking Analyst resume template (LaTeX)

Wall Street style: Times font, education first, transaction experience and a skills & interests line.

FinanceTimesEducation first

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Emily R. Chen
225 East 57th Street, New York, NY 10022 | (555) 604-1293 | emily.chen@example.edu

EDUCATION

The Wharton School, University of Pennsylvania Philadelphia, PA
Bachelor of Science in Economics, Concentrations in Finance and Accounting May 2025
  • GPA: 3.91/4.00; Dean's List (all semesters); Joseph Wharton Scholar
  • Relevant Coursework: Corporate Valuation, Advanced Corporate Finance, Financial Accounting, Econometrics

EXPERIENCE

Goldman Sachs New York, NY
Investment Banking Analyst, Technology, Media & Telecom Jul 2025 – Present
  • Built DCF, LBO and accretion/dilution models for a $3.2B take-private of a vertical SaaS company.
  • Drafted CIM, management presentation and buyer outreach materials for a $650M sell-side process.
  • Performed trading comps and precedent-transaction analysis across 40+ software peers for fairness opinions.
Goldman Sachs New York, NY
Summer Analyst, Investment Banking Division Jun 2024 – Aug 2024
  • Supported a $1.1B debt refinancing for a telecom infrastructure client; built the sources & uses and credit stats.
  • Received a full-time return offer.
Wharton Investment & Trading Group Philadelphia, PA
Portfolio Manager, TMT Sector Sep 2022 – May 2025
  • Managed a $250K student sector fund; returned 14.2% in FY2024 vs. 11.8% for the benchmark.
  • Led weekly pitches and trained 20 new analysts on three-statement modelling.

LEADERSHIP & ACTIVITIES

Penn Women in Business Philadelphia, PA
Vice President, Corporate Relations 2023 – 2025
  • Secured sponsorship from 12 firms, raising $85K for the annual conference of 1,000+ attendees.

SKILLS & INTERESTS

Technical: Excel (VBA), PowerPoint, FactSet, Capital IQ, Bloomberg, PitchBook, Python
Certifications: Wall Street Prep Financial Modeling, CFA Level I Candidate
Languages: English (native), Mandarin (fluent)
Interests: Distance running (2 marathons), Sichuan cooking, chess, jazz piano

LaTeX source

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Show the full LaTeX source (68 lines)
\documentclass[letterpaper,10pt]{article}

\usepackage[margin=0.5in]{geometry}
\usepackage{mathptmx}
\usepackage{titlesec}
\usepackage{enumitem}
\usepackage[hidelinks]{hyperref}

\pagestyle{empty}
\raggedright
\setlist[itemize]{noitemsep, topsep=0pt, leftmargin=0.2in}

\titleformat{\section}{\vspace{2pt}\bfseries\raggedright\normalsize}{}{0em}{}[\titlerule]

\newcommand{\org}[4]{%
  \vspace{2pt}\noindent\textbf{#1} \hfill \textbf{#2} \\
  \textit{#3} \hfill \textit{#4}
}

\begin{document}

\begin{center}
  {\Large \textbf{Emily R. Chen}} \\[2pt]
  225 East 57th Street, New York, NY 10022 $|$ (555) 604-1293 $|$
  \href{mailto:emily.chen@example.edu}{emily.chen@example.edu}
\end{center}

\section{EDUCATION}
\org{The Wharton School, University of Pennsylvania}{Philadelphia, PA}{Bachelor of Science in Economics, Concentrations in Finance and Accounting}{May 2025}
\begin{itemize}
  \item GPA: 3.91/4.00; Dean's List (all semesters); Joseph Wharton Scholar
  \item Relevant Coursework: Corporate Valuation, Advanced Corporate Finance, Financial Accounting, Econometrics
\end{itemize}

\section{EXPERIENCE}
\org{Goldman Sachs}{New York, NY}{Investment Banking Analyst, Technology, Media \& Telecom}{Jul 2025 -- Present}
\begin{itemize}
  \item Built DCF, LBO and accretion/dilution models for a \textbf{\$3.2B} take-private of a vertical SaaS company.
  \item Drafted CIM, management presentation and buyer outreach materials for a \textbf{\$650M} sell-side process.
  \item Performed trading comps and precedent-transaction analysis across 40+ software peers for fairness opinions.
\end{itemize}

\org{Goldman Sachs}{New York, NY}{Summer Analyst, Investment Banking Division}{Jun 2024 -- Aug 2024}
\begin{itemize}
  \item Supported a \textbf{\$1.1B} debt refinancing for a telecom infrastructure client; built the sources \& uses and credit stats.
  \item Received a full-time return offer.
\end{itemize}

\org{Wharton Investment \& Trading Group}{Philadelphia, PA}{Portfolio Manager, TMT Sector}{Sep 2022 -- May 2025}
\begin{itemize}
  \item Managed a \textbf{\$250K} student sector fund; returned \textbf{14.2\%} in FY2024 vs. 11.8\% for the benchmark.
  \item Led weekly pitches and trained 20 new analysts on three-statement modelling.
\end{itemize}

\section{LEADERSHIP \& ACTIVITIES}
\org{Penn Women in Business}{Philadelphia, PA}{Vice President, Corporate Relations}{2023 -- 2025}
\begin{itemize}
  \item Secured sponsorship from 12 firms, raising \textbf{\$85K} for the annual conference of 1,000+ attendees.
\end{itemize}

\section{SKILLS \& INTERESTS}
\textbf{Technical}: Excel (VBA), PowerPoint, FactSet, Capital IQ, Bloomberg, PitchBook, Python \\
\textbf{Certifications}: Wall Street Prep Financial Modeling, CFA Level I Candidate \\
\textbf{Languages}: English (native), Mandarin (fluent) \\
\textbf{Interests}: Distance running (2 marathons), Sichuan cooking, chess, jazz piano

\end{document}

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