Corporate investment bankers are usually affiliated with companies that are involved in the banking and finance industries. They have keen and analytical minds when it comes to financial concerns. Also, they can easily understand and interpret processes involving money, such as how to acquire it, how to double it, and where to invest it. On a more specific note, corporate investment bankers are the ones who provide a range of diverse financial services to organizations, companies, governments, and institutions. Their main role is to give helpful advice and strategies to companies in order for them to achieve their ultimate goal. Another role of a corporate investment banker is to draft, establish, and implement a short term as well as a long term financial plans for companies and organizations.
Aside from their various roles, they also have several responsibilities. These include research and constant updates on market conditions as well as developments, identification of business opportunities, creation and implementation of financial models that present a financial solution, and other related financial activities. Also, it is important to know that the responsibilities of a corporate investment broker will depend on whether they are in the field of corporate finance, debt capital market, or the field of equity capital market. Create your Corporate Investment Banker Resume by clicking on ''Use this Resume'' button.

How to Effectively Write a Corporate Investment Banker Resume?

When applying for a corporate investment banker job, you are going to need not just an impressive resume but also an effective one. Here are some of the well-tested tips in writing an effective resume.
Write a Great Summary for Corporate Investment Banker Resume
A summary in a resume is where you are going to flaunt your job experiences as well as your skills. However, for your summary to be great, you have to include only those experiences and skills which are related to the job. Thus, among the experiences and skills that you may have, determine the most significant ones and include them in your summary. Remember, your summary should be short and direct to the point.
Showcase the most Relevant Skills as a Corporate Investment Banker in your Resume
Your skill set will be your tool to impress and convince your would-be employer. They are your proofs that you are qualified to take on the job and that they will not regret hiring you. When writing or enumerating your skill set, it is better to start on your most relevant skill or key skill, which will most likely help the company you are applying for. You can also include relevant common skills after enumerating the key skills that you have. 
Mention your Accomplishments rather than the Roles and Responsibilities that Match Corporate Investment Banker Job Position
Your accomplishment, other than your skills and experience, is what interests most employers. Thus, it is wiser to mention your accomplishments rather than the roles and responsibilities connected with being a corporate investment banker. Don’t beat around the bush. Remember to be always direct to the point since employers usually do not have time to read long resumes. Therefore, only include significant facts about yourself.


Insightful Corporate Investment Banker with proven ability to achieve and surpass all revenue goals in high-paced, multitasking environments. Skilled at making investment recommendations, generating new financial plans and strategies, and evaluating investment risk. Offers a highly professional attitude and extensive analytical skills.

Professional Experience

Fisher Investments
Nov, 2016 Jan, 2020
Corporate Investment Banker
  • Assisted Corporate Banker in managing internal aspects of existing client relationships.
  • Prepared internal memos , Balance Sheet committee memorandum, relationship reviews, account plans, client portfolios, pipeline reporting.
  • Supported the month end financial close.
  • Provided extensive secretarial support to the team.
  • Processed of T&E and other expense claims.
  • Provided general support including photocopying, booking meeting rooms, stationery re-ordering, filling, etc.
  • Developed clients and marketing total business solutions to clients.
The Bank of Nova Scotia
Nov, 2013 Oct, 2016
Business Manager for Corporate Investment Banking
  • Worked with the Senior Business Manager to organize client and business events.
  • Provided assistance to front office with the client on-boarding processes (i.e. Sponsorship, KYC).
  • Helped manage business risk by ensuring an effective control environment.
  • Proactively and on request provided strategic analysis and reporting to facilitate business progression.
  • Helped communicate the business strategy, performance and priorities.
  • Partnered with Technology to support bankers in best practice usage of iBanker, iMeet, iMemo, Intensity and Dealworks.


favourite quote

“When the going gets tough, the tough get going.”

~Joe Kennedy


Employee of the Month
  • Developed promotional materials and presentations; executed transactions.
  • Performed other day-to-day portfolio management tasks.
  • Increased revenue by 45% in 2014 and 50% in 2015.
  • Awarded Employee of the Month for performing great work.
Investment Counsellor
  • Created and maintained professional relationships with potential/existing clients, ensuring that company high standards were met and all policies and procedures fully followed.
  • Using own judgement and knowledge advised clients and made investment recommendations.
  • Communicated portfolio updates and educated clients.
  • Conducted financial market analysis and reports, developed new strategies.

Key Skills

Solving/Analytical Skills
Good Team Player
Communication skills
Multi Tasking
Time Management




Master of Financial Economics
University of Toronto
Jul 2011 - Aug 2013
BSc Accounting and Finance
London School of Economics and Political Science
May 2008 - Jun 2011


Certificate In Investment Banking (CIIB)
Certificate in Multi-Asset Investment Strategy


  • Computers
  • Reading
  • Writing
  • Baseball
  • Cars
  • Darts

Social Media

In 3 years

In 3 years, I want to have gained experience in leading projects for major clients. I will be looking for opportunities to expand my responsibilities within this role to work towards my goal.

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