Business & Finance
Investment Banking Analyst resume template (LaTeX)
Wall Street style: Times font, education first, transaction experience and a skills & interests line.
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What it includes
- Sections: EDUCATION, EXPERIENCE, LEADERSHIP & ACTIVITIES, SKILLS & INTERESTS
- Page: US Letter, 10pt base font
- Format: standard LaTeX that builds with any TeX distribution
Preview
The sample below uses a fictional person. Replace the text with your own in the editor.
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, PythonCertifications: 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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