Banking & Investment
Banking & Investment.
68 roles, one playbook.
Investment banking, trading, quants, hedge funds, PE/VC, asset management, wealth, securities.
68
Roles in sector
5
Resume signals
3
Resume tips
3
Interview tips
How banking & investment hires
The pattern across 68 banking & investment roles.
The hiring patterns below apply across banking & investment roles broadly — specific company practices vary, but the overall shape is consistent enough to use as a baseline.
Banking & investment hiring is selectivity-heavy. Resume reads weight school, GPA, internships, and deal sheet. Interviews include technical (accounting, valuation, brain teasers) plus the "tell me about your interest" / fit screens.
Resume signals
What banking & investment resumes are scored on.
- 01
Selectivity signals — school, GPA, prior internships at competitive shops
- 02
Deal experience — transactions, with size and your specific role
- 03
Technical fluency — accounting, valuation, modeling, derivatives
- 04
Quantitative aptitude — for trading / quant tracks, math + probability
- 05
Composure — these interviews test stress as much as content
Typical loop
What the interview process looks like.
Recruiter → "superday" with 4–6 back-to-back interviews mixing technical (accounting, valuation, brain teasers, mental math) and behavioral. Buy-side adds a stock-pitch round; trading adds market-making puzzles; PE adds an LBO modeling test.
Practical tips
Resume + interview tactics that work.
Resume tips
- 1.
One page only. GPA + school stay on through 3–5 years post-grad.
- 2.
Lead with deal sheet on IB / PE / VC resumes — transactions, sizes, role.
- 3.
Quantify scope in dollars: AUM, revenue covered, deal size, P&L attributed.
Interview tips
- 1.
Memorize 3-statement walk-through and EV-vs-equity-value cleanly.
- 2.
For buy-side: have a stock pitch ready with bull case, bear case, and what could break it.
- 3.
Mental math: practice quick percentages and ratios under time pressure.
By role
All 68 banking & investment roles.
Each role page covers ATS keywords, resume bullet patterns, and the mistakes that drop your score before a recruiter sees the resume.
Actuarial Analyst Intern
Resume guide →
Actuarial Analyst
Resume guide →
Actuary
Resume guide →
Algorithmic Trading Specialist
Resume guide →
Asset Management Analyst
Resume guide →
Asset Manager
Resume guide →
Associate Banker
Resume guide →
Bank Branch Manager
Resume guide →
Banking Analyst
Resume guide →
Banking Relationship Manager
Resume guide →
Capital Markets Analyst
Resume guide →
Corporate Development Analyst
Resume guide →
Corporate Development Intern
Resume guide →
Decentralized Finance Strategist
Resume guide →
Derivatives Analyst
Resume guide →
Due Diligence Analyst
Resume guide →
Endowment Manager
Resume guide →
Equity Analyst
Resume guide →
Fixed Asset Analyst
Resume guide →
Fixed Income Analyst
Resume guide →
Fund Manager
Resume guide →
Hedge Fund Manager
Resume guide →
Insurance Underwriter
Resume guide →
Investment Analyst Intern
Resume guide →
Investment Analyst
Resume guide →
Investment Banker
Resume guide →
Investment Banking Intern
Resume guide →
Investment Consultant
Resume guide →
Investment Operations Analyst
Resume guide →
Investment Risk Analyst
Resume guide →
IT Asset Manager
Resume guide →
Junior Investment Banking Analyst
Resume guide →
Junior Trader
Resume guide →
Loan Officer
Resume guide →
Mergers and Acquisitions Analyst
Resume guide →
Mergers and Acquisitions Specialist
Resume guide →
Mortgage Broker
Resume guide →
Mortgage Loan Officer
Resume guide →
Order Book Manager
Resume guide →
Pension Fund Manager
Resume guide →
Personal Banker
Resume guide →
Portfolio Manager
Resume guide →
Private Equity Analyst
Resume guide →
Private Wealth Advisor
Resume guide →
Proprietary Trader
Resume guide →
Quantitative Analyst
Resume guide →
Quantitative Developer Intern
Resume guide →
Quantitative Developer
Resume guide →
Quantitative Intern
Resume guide →
Quantitative Research Intern
Resume guide →
Quantitative Researcher
Resume guide →
Quantitative Strategist Intern
Resume guide →
Quantitative Strategist
Resume guide →
Quantitative Trader Intern
Resume guide →
Quantitative Trader
Resume guide →
Relationship Banker
Resume guide →
Securities Analyst
Resume guide →
Securities Trader
Resume guide →
Software Asset Manager
Resume guide →
Structured Finance Analyst
Resume guide →
Trader
Resume guide →
Trading Desk Operations Engineer
Resume guide →
Trading Systems Analyst
Resume guide →
Trading Systems Engineer
Resume guide →
Underwriter
Resume guide →
Valuation Analyst
Resume guide →
Venture Capital Analyst
Resume guide →
Wealth Manager
Resume guide →
Adjacent sectors
Closely-sized sectors to explore.
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