Training · IB-1 · Lesson 06 of 08
The resume
The rule
One page, black text, no photographs. Every line must survive the question 'tell me about this'. Formatting is not decoration: a cluttered page reads as a cluttered thinker, and the first reader spends eight seconds on it.
What the screener does in thirty seconds
A banking resume is screened quickly, often by an analyst between tasks. They look for school and grades, previous finance experience, evidence of quantitative ability, and anything that suggests you can work long hours without dropping detail. Your job is to make those four facts visible in the top half of the page.
Formatting is part of the test. Banks produce documents where alignment and consistency are judged. A resume with uneven spacing or two fonts tells the reader you will produce pitch books the same way.
Structure that works
Use one page, reverse chronological order, and standard section headings: Education, Experience, Leadership/Activities, Skills & Interests. Put education first while you are a student. Include GPA if it is strong, and test scores only if they help.
- ·Education: school, degree, graduation date, GPA, relevant coursework, honours.
- ·Experience: firm, title, location, dates, then three to four bullets per role.
- ·Leadership: one or two roles with real responsibility, quantified.
- ·Skills & interests: Excel, modelling, languages, and two specific interests that start conversations.
Writing bullets that prove something
Each bullet should follow action, scope, result. Lead with a strong verb, say what you worked on with numbers, and finish with what changed because of your work. 'Helped with analysis' tells the reader nothing; 'Built a comparable-companies analysis of 14 peers used in a $250m sell-side pitch' tells them you can do the job.
Numbers do the persuading. Deal sizes, number of companies analysed, percentage improvements, money raised, people managed. If you lack deals, quantify academic or club work in the same way.
- Before
- Assisted team with research
- Add action
- Researched and summarised
- Add scope
- …12 mid-cap software acquirers
- Add result
- …shortlist of 5 used in client pitch
Being ready to defend every line
Interviewers pick a line and dig. If you list a DCF, expect to walk through it. If you list a stock pitch, expect to be asked whether you still like it. Anything you cannot discuss for three minutes should come off the page.
Prepare a short story for each role: what you did, what was hard, what you learned. These stories double as answers to behavioural questions.
Final checks
Read the page aloud, then have two people check it. Save as a PDF named with your first and last name. Tailor the objective nothing — banks do not want summaries or objectives — but do tailor which experience is listed first for coverage versus product groups.
- ·No typos, consistent date formats, right-aligned dates.
- ·Margins no smaller than 0.5 inch; font 10–11pt.
- ·No photos, no colour, no graphics.
Hold onto this
- ·Lead with the most relevant experience; describe output and scale, not responsibilities.
- ·Quantify: deal size, assets, users, funds raised, team size, ranking.
- ·Delete anything you cannot defend for five minutes, because they will try.
Progress saved on this device
Education, not financial advice. Figures may be simplified for illustration.