These are the ATS keywords, credentials, and software terms that recur across current investment banker job descriptions — organized so you can scan for what your resume is missing. Placement matters as much as presence: an ATS keyword buried in a skills list ranks lower than the same term used in context inside an experience bullet.

Title variants

  • Investment Banking Analyst
  • Investment Banking Associate
  • IB Analyst
  • IBD Analyst
  • Investment Banker
  • M&A Analyst
  • Leveraged Finance Analyst
  • Equity Capital Markets Analyst
  • Debt Capital Markets Analyst
  • Corporate Finance Analyst
  • Corporate Development Analyst
  • Financial Advisory Analyst
  • Transaction Advisory Analyst

Credentials

  • Series 79
  • Series 63
  • Series 7
  • CFA Level I
  • CFA Candidate
  • Bloomberg Market Concepts
  • Wall Street Prep
  • BIWS
  • FCA
  • IMC
  • CISI

Modelling

  • financial modelling
  • 3-statement model
  • LBO model
  • leveraged buyout
  • DCF
  • discounted cash flow
  • WACC
  • merger model
  • accretion/dilution analysis
  • comparable company analysis
  • trading comps
  • precedent transactions
  • sensitivity analysis
  • scenario analysis
  • credit model
  • debt schedule
  • equity waterfall
  • returns analysis
  • IRR
  • MOIC

Platforms

  • Bloomberg Terminal
  • Bloomberg BQL
  • Capital IQ
  • S&P Global Market Intelligence
  • FactSet
  • PitchBook
  • Refinitiv Eikon
  • Dealogic
  • Intralinks
  • Datasite
  • Merrill VDR
  • DealCloud
  • PowerPoint
  • Excel

Deal processes

  • M&A advisory
  • sell-side advisory
  • buy-side advisory
  • IPO
  • equity offering
  • debt offering
  • leveraged finance
  • private placement
  • fairness opinion
  • management presentation
  • CIM
  • confidential information memorandum
  • pitch book
  • information memorandum
  • due diligence
  • VDR
  • data room
  • IC presentation
  • investment committee

Long-tail phrases

  • investment banker resume
  • investment banking analyst resume
  • investment banking resume
  • IB resume
  • investment banker cv
  • investment banking resume examples
  • investment banking analyst resume 2026
  • how to write an investment banker resume
  • IBD resume
  • M&A analyst resume

Pasting these terms into your resume verbatim without matching context can read as keyword stuffing to a human reviewer, even if it passes the ATS. The full Investment Banker resume guide shows where each category belongs and how to work it into real experience bullets.