INVESTMENT BANKING SUMMER ANALYST RESUME EXAMPLE

Published: Nov 19, 2025 - The Investment Banking Summer Analyst supports deal teams by preparing financial analyses, maintaining valuation models, conducting due diligence, and researching industries to inform strategic and transactional decisions. This role involves creating client-ready presentation materials, analyzing market and comparable company data, and contributing to both pitching efforts and live transaction execution. The Analyst also engages in structured training, networking events, cross-team shadowing, and collaborative projects to broaden professional skills and industry exposure.

Tips for Investment Banking Summer Analyst Skills and Responsibilities on a Resume

1. Investment Banking Summer Analyst, RidgePoint Capital Advisors, Fairview, NC

Job Summary: 

  • Develop strong modelling skills by supporting a range of transaction activities.
  • Build a deeper understanding of the energy sector through analytical work.
  • Collect company information to support transaction processes.
  • Conduct industry research to enhance strategic insights.
  • Review and organize financial data to ensure accuracy.
  • Create financial models, including valuations and discounted cash flow analyses.
  • Assess financing options and perform comparative financial evaluations.
  • Prepare clear presentations for new business development efforts.
  • Complete required internal documentation, including control and compliance materials.


Skills on Resume: 

  • Modelling Skills (Hard Skills)
  • Energy Analysis (Hard Skills)
  • Data Collection (Hard Skills)
  • Industry Research (Hard Skills)
  • Financial Review (Hard Skills)
  • Financial Modelling (Hard Skills)
  • Financing Evaluation (Hard Skills)
  • Business Presentations (Soft Skills)

2. Investment Banking Summer Analyst, StoneBridge Financial Partners, Aurora, CO

Job Summary: 

  • Prepare clear and effective presentations and related materials for clients.
  • Support the creation of detailed and complex financial models.
  • Conduct financial analyses such as benchmarking, valuation, and accretion or dilution assessments for mergers or acquisitions.
  • Research companies extensively to understand their performance and position.
  • Perform broad industry research to identify trends and competitive dynamics.
  • Participate in due diligence activities to verify key information.
  • Work closely with deal team members to share insights and updates.
  • Communicate effectively to ensure alignment throughout the transaction process.
  • Manage multiple projects simultaneously with strong organizational skills.
  • Contribute both independently and collaboratively to achieve team objectives.


Skills on Resume: 

  • Clear Presentations (Hard Skills)
  • Financial Modeling (Hard Skills)
  • Financial Analysis (Hard Skills)
  • Industry Research (Hard Skills)
  • Due Diligence (Hard Skills)
  • Team Collaboration (Soft Skills)
  • Effective Communication (Soft Skills)
  • Project Management (Soft Skills)

3. Investment Banking Summer Analyst, Meridian Equity Strategies, Westfield, IN

Job Summary: 

  • Learn directly from senior employees across multiple divisions through the summer speaker series.
  • Identify strengths and map out career goals with structured guidance.
  • Engage in social, networking, and community service events to connect with colleagues across the firm.
  • Gain meaningful experience in all major areas of the investment banking division.
  • Develop a clear understanding of how a global investment bank operates.
  • Receive exposure to the business and learn key financial modeling techniques.
  • Acquire valuation skills from experienced professionals to support innovative transactions.
  • Strengthen analytical abilities by applying various financial methods.
  • Gain practical, hands-on experience through real project involvement.
  • Interact with both external clients and internal teams across different parts of the investment bank.


Skills on Resume: 

  • Learning Skills (Soft Skills)
  • Career Planning (Soft Skills)
  • Networking Skills (Soft Skills)
  • Banking Exposure (Hard Skills)
  • Bank Operations Knowledge (Soft Skills)
  • Financial Modeling (Hard Skills)
  • Valuation Skills (Hard Skills)
  • Analytical Skills (Hard Skills)

4. Investment Banking Summer Analyst, Ironcrest Advisory Group, Salem, OR

Job Summary: 

  • Participate in every stage of a transaction from its initial development through closing.
  • Work closely with senior investment bankers throughout the execution of each deal.
  • Manage the day-to-day responsibilities required to keep transactions progressing smoothly.
  • Build financial models to evaluate company performance and deal outcomes.
  • Perform valuation work to determine a company’s financial worth.
  • Analyze financial results to identify key trends and drivers.
  • Conduct corporate and industry research to support strategic insights.
  • Contribute to due diligence by reviewing critical information.
  • Prepare marketing materials, presentations, management decks, and offering memoranda.


Skills on Resume: 

  • Transaction Participation (Soft Skills)
  • Senior Collaboration (Soft Skills)
  • Deal Management (Soft Skills)
  • Financial Modeling (Hard Skills)
  • Valuation Work (Hard Skills)
  • Financial Analysis (Hard Skills)
  • Industry Research (Hard Skills)
  • Due Diligence (Hard Skills)

5. Investment Banking Summer Analyst, Brookline Crest Securities, Danville, VA

Job Summary: 

  • Prepare client presentations and materials required for transaction execution.
  • Develop valuation analyses for both clients and potential targets.
  • Review business plans to assess strategic direction and feasibility.
  • Research to deepen understanding of companies and their industries.
  • Analyze financial statements to evaluate performance and key trends.
  • Support active deals and major transactions throughout their stages.
  • Build and maintain financial models to support decision-making.
  • Perform due diligence to verify critical information and assess risks.
  • Collaborate and communicate with internal banking team members regularly.


Skills on Resume: 

  • Client Presentations (Hard Skills)
  • Valuation Analysis (Hard Skills)
  • Business Plan Review (Hard Skills)
  • Industry Research (Hard Skills)
  • Financial Analysis (Hard Skills)
  • Deal Support (Soft Skills)
  • Financial Modeling (Hard Skills)
  • Due Diligence (Hard Skills)

6. Investment Banking Summer Analyst, SilverOak Strategic Banking, Laramie, WY

Job Summary: 

  • Support senior bankers in all stages of M&A and corporate finance transactions.
  • Create pitch books and prepare marketing materials for client discussions.
  • Perform detailed financial analyses to support strategic recommendations.
  • Guide and mentor junior analysts as they build their foundational banking skills.
  • Participate in client pitches to gain firsthand exposure to relationship-building.
  • Attend client meetings to observe discussions.
  • Work on live transactions to develop practical deal-execution experience.
  • Interact directly with clients through a built professional network.
  • Conduct research to identify new ideas and opportunities for clients.
  • Develop financial models to support transaction evaluations and insights.
  • Analyze industry dynamics to strengthen strategic recommendations.
  • Collaborate with teams across the firm, including senior bankers, subject-matter experts, and global colleagues.


Skills on Resume: 

  • Senior Banker Support (Soft Skills)
  • Pitch Book Creation (Hard Skills)
  • Financial Analysis (Hard Skills)
  • Mentoring Skills (Soft Skills)
  • Client Interaction (Soft Skills)
  • Deal Execution (Hard Skills)
  • Industry Research (Hard Skills)
  • Financial Modeling (Hard Skills)

7. Investment Banking Summer Analyst, Northriver Capital Markets, Gulfport, MS

Job Summary: 

  • Research information and create materials used in pitch books, memorandums, presentations, and other projects.
  • Prepare research content that supports clear and effective client presentations.
  • Work on multiple assignments that strengthen overall client relationships.
  • Assist senior investment bankers by supporting their business development efforts.
  • Monitor the contact and deal database to keep information accurate and current.
  • Update deal records for specific transaction teams.
  • Provide day-to-day support to deal teams across ongoing projects.
  • Handle additional tasks to keep transactions and team workflows on track.


Skills on Resume: 

  • Pitch Book Materials (Hard Skills)
  • Client Presentation Support (Hard Skills)
  • Client Relationship Support (Soft Skills)
  • Business Development Support (Soft Skills)
  • Database Management (Hard Skills)
  • Deal Record Updating (Hard Skills)
  • Deal Team Support (Soft Skills)
  • Workflow Coordination (Soft Skills)

8. Investment Banking Summer Analyst, Crestwood Valuation & Finance, Helena, MT

Job Summary: 

  • Receive direct client exposure in a culture of collaboration and accountability.
  • Analyze financial statements and related data to assess historical financial performance, current conditions, and outlook for client companies and prospects.
  • Build detailed, fully integrated three-statement financial models to analyze the impact of alternative transactions and capital structures on cash flows, covenant cushions, and investor rates of return.
  • Assess information required to perform all pertinent analyses, compile information request lists, and track information gathered.
  • Assist lenders and investors in their due diligence processes.
  • Draft offering memorandums, management presentations, and other communications with clients and investors.
  • Participate in client meetings and drafting sessions.
  • Support client relationship development by forming a detailed understanding of client needs and challenges, providing professional and responsive service, and anticipating client needs.
  • Research current and prospective client companies, comparable companies and transactions, and industries, monitor and research capital markets, and update client and debt/equity databases.


Skills on Resume: 

  • Client Exposure (Soft Skills)
  • Financial Analysis (Hard Skills)
  • Financial Modeling (Hard Skills)
  • Information Assessment (Hard Skills)
  • Due Diligence Support (Hard Skills)
  • Document Drafting (Hard Skills)
  • Client Meeting Participation (Soft Skills)
  • Client Relationship Support (Soft Skills)

9. Investment Banking Summer Analyst, GoldenSummit Investment Partners, Albany, NY

Job Summary: 

  • Support deal teams by assisting with both pitching activities and transaction execution.
  • Create detailed financial analyses to evaluate company performance and deal structures.
  • Maintain financial models that help guide strategic and transactional decisions.
  • Analyze comparable companies and market data to understand product trends and competitive dynamics.
  • Conduct due diligence on businesses to assess risks and verify key information.
  • Research industries to strengthen strategic insights for ongoing and potential deals.
  • Develop presentation materials for internal teams, clients, and investors.
  • Participate in a week of training focused on product knowledge, professional development, culture, conduct, and corporate social responsibility.
  • Attend weekly "Lunch & Learns" that feature insights from senior management.
  • Engage in ongoing networking opportunities within and beyond the assigned team.
  • Take part in development activities designed to broaden professional skills.
  • Shadow members of different teams across the bank to gain broader exposure.
  • Collaborate closely with fellow interns on shared projects and learning experiences.


Skills on Resume: 

  • Deal Team Support (Soft Skills)
  • Financial Analysis (Hard Skills)
  • Financial Modeling (Hard Skills)
  • Market Analysis (Hard Skills)
  • Due Diligence (Hard Skills)
  • Industry Research (Hard Skills)
  • Presentation Development (Hard Skills)
  • Networking Skills (Soft Skills)

10. Investment Banking Summer Analyst, Redwood Peak Financial Group, Topeka, KS

Job Summary: 

  • Provide marketing and execution support throughout the entire client life cycle, including prospecting, pitching, and transaction execution over the course of the program.
  • Lead the group’s client relationship, database management, and other special research projects in support of internal and external constituents.
  • Receive direct client exposure in a culture of collaboration and accountability.
  • Develop an understanding of macro factors related to the private equity industry and relevant investment banking services.
  • Research, manage, and disseminate information on private equity market trends and insights.
  • Perform value-added analyses for focus funds - buyer behavior and bid analyses, comps, market and deal flow insights, balance of trade, and cohort mapping.
  • Research companies and industries, and generate platform and add-on investment ideas.
  • Support pitches and active client engagements through financial (LBO) modeling.
  • Formalize financial buyer presentation structure and develop talking points that can be leveraged by all FSG.
  • Proofread materials to ensure the accuracy of content and consistency.
  • Ensure all activities follow applicable rules, regulations, policies, and procedures.


Skills on Resume: 

  • Marketing & Execution Support (Soft Skills)
  • Client Relationship Management (Soft Skills)
  • Client Exposure (Soft Skills)
  • Macro Understanding (Hard Skills)
  • Market Research (Hard Skills)
  • Value-Added Analysis (Hard Skills)
  • Industry Research (Hard Skills)
  • LBO Modeling (Hard Skills)