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CAREER SPECIMEN / INVESTMENT BANKING

Investment Banking Full-Time Analyst

A fictional CV example for a role described by J.P. Morgan. The candidate and work history are illustrative.

01 / BRIEF AND EVIDENCE

What the role needs

Financial modelling, written analysis and support for transactions.

Facts available for this sample

Finance intern who assembled peer data, built a three-statement model in Excel and summarised valuation inputs for an internal review.

Employer role description

02 / REWRITING THE BULLET

Make the contribution visible

BEFORE

Helped with financial analysis and prepared reports for the team.

AFTER

Built a three-statement Excel model, compared valuation inputs across a peer set and summarised the assumptions for an internal deal review.

What I would check with the candidate

Check which models the candidate built, what was reviewed and whether the analysis supported a live transaction. Use the firm’s terminology only where the experience supports it.