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Investment Banking Analyst résumé example

Investment Banking Analyst résumé example — mid level, written for United Kingdom, set in the Broadsheet design
Investment Banking Analyst résumé example, in the Broadsheet design

Mid-market M&A told deal by deal, by an analyst who arrived through transaction services rather than a graduate scheme.

Written for United Kingdom, at mid level, in the finance field, shown in the Broadsheet design. Every name, employer, address and number below is invented.

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Callum Wetherby — Investment Banking Analyst, M&A

London

M&A analyst covering mid-market industrials and business services, with four years in transaction services before the deal floor. Built the operating model on a £310m packaging carve-out that closed at 8.4x EBITDA in March 2026.

Experience

Investment Banking Analyst, Thamesreach Partners · April 2023 – present

Mid-market M&A across industrials and business services, in deal teams of four.

  • Built the operating model and DCF on a £310m carve-out of a packaging division, which signed at 8.4x EBITDA against an initial range of 7.2x to 7.9x.
  • Ran buyer outreach on a £95m business services sale, approaching 74 parties and converting 11 to signed NDAs and four binding offers.
  • Wrote the information memorandum for a founder-owned engineering group; the process closed 22% above the indicative range set at kick-off.
  • Rebuilt the sector comparables library as one refreshable workbook, taking a pitch valuation page from a full day to under two hours.
  • Reviews first-draft models for two graduate analysts and runs the monthly modelling clinic the intake now sits through.

Assistant Manager, Transaction Services, Ashdown Levett LLP · September 2021 – March 2023

  • Delivered 19 buy-side due diligence engagements, including a £140m distribution platform where a £2.1m normalisation to EBITDA reset the headline price.
  • Standardised the quality-of-earnings workbook used across the Leeds team, taking a first draft from four days to a day and a half.
  • Trained six graduates on working capital normalisation ahead of the 2022 intake.

Audit Associate, Ashdown Levett LLP · September 2019 – August 2021

  • Owned revenue and inventory sections on 14 manufacturing and retail audits under FRS 102, on engagements up to £220m of turnover.
  • Passed all fifteen ACA examinations at first attempt while carrying a full audit caseload.

Education

  • BSc Economics · University of Warwick · September 2016 – July 2019

Skills

  • Deal execution: Sell-side M&A, Buy-side due diligence, Information memoranda, Data room management, Bid process management
  • Valuation: DCF, LBO modelling, Trading comparables, Precedent transactions, Accretion and dilution, Quality of earnings
  • Technical: Excel, VBA, Python, Capital IQ, PowerPoint, FRS 102 and IFRS

Certifications

  • Chartered Accountant (ACA) — ICAEW
  • Passed Level II of the CFA Program — CFA Institute

Why this Investment Banking Analyst résumé works

  • Deals are told one by one with size and outcome: a £310m carve-out signed at 8.4x EBITDA against an initial range of 7.2x to 7.9x, which is how deal teams discuss their own work.
  • Process metrics show the analyst ran the work: 74 parties approached, 11 NDAs signed and four binding offers on the £95m sale.
  • The route through transaction services at Ashdown Levett LLP is presented as an asset, 19 buy-side diligence engagements and a £2.1m EBITDA normalisation that reset a price.
  • Qualifications are compact and relevant: the ACA from ICAEW passed at first attempt, CFA progress, and a First from the University of Warwick.

Investment Banking Analyst résumé: common questions

How long should an investment banking CV be in the UK?

One page. Banks expect a tight CV with deals listed by size, sector and your role. Education goes near the top for analysts, with grades.

Should an investment banking CV list deal values?

Yes, where they are public or can be described without naming the client, such as a £310m packaging carve-out. Give your role in each deal and one result, like the multiple achieved.

Can you move into investment banking from audit or transaction services?

Yes, and a CV should show it plainly: diligence engagements, modelling work and chartered status such as ACA. Lead with the deal work, not audit duties.

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