Investment Banker Resume Example for Morgan Stanley

A deal-driven investment banking resume example tailored for Morgan Stanley. Highlights M&A execution, restructuring advisory, and cross-border transaction experience.

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Sarah Chen

you@email.com · (555) 234-5678 · New York, United States linkedin.com/in/repolish-ai

Investment Banking Analyst

Investment banking analyst with 4+ years of M&A and restructuring experience at a top-tier global bank. Executed 10+ transactions totaling $8B+ in aggregate value across cross-border M&A, leveraged buyouts, and debt restructuring mandates.

▸ Experience

Investment Banking Analyst @ Morgan Stanley

2022-07 – Present · New York

  • Executed 7 M&A and restructuring transactions totaling $4.2B, including a $1.8B cross-border acquisition for a leading healthcare client.
  • Built and maintained comprehensive financial models (DCF, LBO, merger model, sum-of-parts) for live deals and strategic advisory.
  • Led due diligence workstreams coordinating with legal, tax, and regulatory advisors across 4 concurrent sell-side mandates.
  • Prepared pitch books, board materials, and fairness opinions presented directly to C-suite and board-level clients.

Investment Banking Summer Analyst @ Credit Suisse

2021-06 – 2021-08 · New York

  • Supported the execution of a $750M debt financing for a mid-market technology company, managing documentation and covenant tracking.
  • Developed a comparable company screening model that identified 20+ potential acquisition targets for a private equity client.

▸ Education

B.S., Financial Economics

Columbia University · 2018-09 – 2022-06 · GPA: 3.9

▸ Skills

Core Skills: Financial Modeling · Deal Execution · Client Relationship · Negotiation Technical: Data Analysis · Presentation · Project Management

▸ Certifications

Series 79 & 63 Licensed (2022)

Languages

  • Fluent in Mandarin Chinese and English

Volunteering

  • Finance literacy mentor at Girls Who Invest (2023-present)

Athletics

  • Varsity Tennis, Columbia University (2018-2022)

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