How to impress investment banking and investment recruiters?
Date published:

Employment may be challenging in the fast paced world of investment banking and investing businesses. Competition is high, so it’s important to find ways that set you apart. In this piece, we’ll give you our top tips on how to make you stand out when applying to investment banks.

1. Craft an impressive resume and cover letter

The CV and cover letter you send to potential employers will serve as the initial impression you make. Make sure your CV is clear and simple, drawing attention to your most impressive qualifications. Make it relevant to the job you’re seeking for by highlighting relevant quantitative achievements. Cover letters are an excellent opportunity to sell yourself and show that you care about the role and the company.

In place of “Managed a team,” you may use something like, “Led a team of five analysts, overseeing $100 million in client assets and achieving a 15% return on investment.”

2. Networking is key

Networking is highly valued in the investment banking and investment industries. Participate in meetups, seminars, and online discussion boards related to your field. Join LinkedIn groups and reach out to people in your field for informative conversations. Making real relationships increases the likelihood of receiving useful feedback and knowledge.

To meet other professionals in the financial business and grow your network, you may, for instance, go to a conference like the M&A Summit.

3. Conduct thorough research

Prepare thoroughly for an interview by learning as much as possible about the company, its recent transactions, and its corporate culture in advance. Learn about market, rivals, and any new rules that may affect the business. Show your dedication and interest by demonstrating your expertise throughout interviews.

Discuss how the company’s recent agreements relate to your professional aspirations and interests during an interview.

4. Develop strong technical skills

Candidates seeking employment in the investment banking and capital markets sector are expected to have strong technical capabilities. Learn more about financial modeling, valuation, and the associated tools. To demonstrate your competence and commitment, consider earning a credential like the Chartered Financial Analyst (CFA) designation.

Demonstrate your expertise with Excel and financial modeling by describing the intricate valuation models you developed for internships or side projects.

5. Showcase leadership and teamwork

Candidates with strong leadership and teamwork skills are highly sought after by investment businesses. Emphasize team leadership, project management, and conflict resolution experience. Be careful to highlight your ability to multitask and adjust to changing priorities.

6. Demonstrate strong analytical and problem-solving skills

Jobs in investment banking and investing need analytical thinking and complicated problem-solving. Discuss work or school tasks that needed you to do extensive research, analyze difficult data, and innovate problem-solving in order to demonstrate your analytical abilities.

Explain how you handled a challenging financial problem during your internship and provided concrete examples of your work.

7. Exhibit excellent communication skills

The financial sector relies heavily on clear and succinct communication. Participate in public speaking events, write articles on personal finance, or give lectures to hone your verbal and written communication abilities. Develop your ability to explain complex financial ideas to a wide range of listeners clearly and concisely.

Showcase times when you clearly explained investment ideas to customers or presented in front of C-suite executives.


A solid academic background isn’t enough to get a job in investment banking or investing businesses. Investment banking and investment recruiters will be impressed by candidates who take the time to carefully craft an impressive CV, network strategically, conduct extensive research, develop technical skills, showcase leadership abilities, and demonstrate strong analytical and communication skills.

Scroll to Top