INVESTMENT BANKING
SKILLS
Skills sought within your field.
Communication – communicate verbally and in
writing in order to summarize complex analysis
into clear investment recommendations
Quantitative - comfortable working with
numbers, spreadsheets and financial statements
Management skills (up & down) - working with
analysts below you and VPs and MDs above you
as well as clients.
Multitasking - keeping track of and prioritizing
several projects at once
Detail oriented - flipping every page of a
pitchbook and checking a model by hand. Ask “Is
this reasonable?” and “So what?” questions to
interesting/alarming details.
Presentation skills – communicating
progress/decision/issues via presentation in front
of clients/project management team.
Examples of how this skill can be demonstrated on a resume.
Education
• Resident Advisor. Assisted X students, living in residence, with various challenges of college life
Work / Extracurriculars
• Acting supervisor for day shift of cashiers. Dealt with customer complaints and staffing issues
• Presented findings on stock X to members of Blue Chips Advisory board
Education
• Relevant coursework includes Econometrics, Linear Algebra, Calculus I and II, and Financial Accounting
at the GSB
Work / Extracurriculars
• Analyzed performance of various stocks for Blue Chips
• During summer internship examined exchange rate fluctuations and wrote a report summarizing their
impact on employers’ import/export business
Education
• Co-chaired undergraduate student body responsible for budgeting.
Work / Extracurriculars
• Acting supervisor for day shift of cashiers. Dealt with customer complaints and staffing issues.
• President of RSO. Responsible for managing X-member executive board to serve membership of Y.
Education
• Participated in various social activities while being able to achieve top 5% GPA performance in class.
Work / Extracurriculars
• Held two part-time jobs while attending school full-time
Work / Extracurriculars
• Editor for undergraduate newspaper, the Maroon
• Managed the Model United Nations conference held downtown for X high school students. Responsible
for coordinating X other undergraduates as well as managing relationships with Z high schools across
Illinois
Work / Extracurriculars
• Presented stock pitches to Blue Chips board and handled all questions about recommendation
Team work – working efficiently and effectively
in teams (own team of MD, VP, Associates and
BA’s as well as client team in certain situation).
Project work - working efficiently and effectively
in a project-oriented work environment (with
different teams, under time constraint, on new
topics, etc.)
Interpersonal skills - how would people react if
they had to sit next to you on a 6 hour flight?
Know your story - how your experience makes a
good fit with a career in banking
Take proper classes - accounting, finance
Well rounded / extracurricular / hobbies - have
a life outside of work
Net working -able to function in social settings
Work / Extracurriculars
• Summer internship required work with existing team to develop recommendation on upcoming deal
Additional
• Co-coach youth soccer league
Work / Extracurriculars
• Summer internship involved working on two projects simultaneously
• Research assistant for Chicago GSB professor helping collect data for book; topics varied by week
Work / Extracurriculars
• Worked on various committees for fraternity, all of which successfully met or exceeded goals
• Founded new RSO addressing needs of sub-group on-campus; able to successfully put together a group
meeting all members’ needs
Additional
• Volunteered as high school student mentor in local community. Gained trust from student mentees as well
as parents.
Education
• Undergraduate education in economics
• Took classes at the GSB in Accounting and Investments
Work / Extracurriculars
• Member of Blue Chips, the undergraduate RSO for students interested in Investment Banking
Education
• Undergraduate education in economics
• Took classes at the GSB in Accounting and Investments
Work / Extracurriculars
• Treasurer in charge of budgeting process for RSO
Education
• Took classes at the Hyde Park Arts Center to further develop my interest in photography
Work / Extracurriculars
• Have own radio show on local radio station which introduces Chicago to Asian pop music scene
Additional
• Love to travel. Enjoy discovering new cultures, traditions and gastronomy.
Work / Extracurriculars
• Solicited alumni for donations to Chicago endowment

Attributes sought within your field.
Passion for markets – most analyst work is
independent; without many external deadlines,
analysts need to be driven by a true interest in
following the markets
ATTRIBUTES
Examples of how this attribute can be demonstrated on a resume.
Additional
• Started investors club in high school
• Board member of Blue Chips
• Maintain (theoretical) stock portfolio

Strong work ethic – You will work many hours Education

and you must accept that with a positive attitude. • Graduated in 3 years, while working 30 hours per week
Work
• Completed large project on deadline by working 100 hours per week for three straight weeks

Confidence – You will often have to pitch ideas Work / Extracurriculars

and analyses to superiors and you must be • As TA, recommended change to course syllabus to reflect difficulties students were having with section of
confident in yourself and your work. material
Additional
• Founded Chicago Women in Business, an undergraduate RSO for women interested in business positions

Creativity – You will often have to create Education

solutions to problems and these often involve • Writing thesis about Celtic music and its sociological and anthropological roots and implications
creativity.
Work / Extracurriculars
• Designed new approach for new member recruitment resulting in a 25% increase in membership

Intelligence – The work often requires deep Education

thought and complicated strategies and you must • Graduated with honors earning 3.8/4.0 GPA
be capable of understanding these issues. • SAT score of 1570