Role vocabulary

ATS resume keywords for Investment Banking and Equity Research

These are the 28 terms our scorer checks a Investment Banking and Equity Research resume against. It is the same list the free check uses, published in full.

The vocabulary

Coverage is 25 of the 100 points. Sixty percent of this list is full marks, so you do not need all of it, and stuffing every term in is penalised separately.

  • financial modelling
  • dcf
  • valuation
  • comparable companies
  • precedent transactions
  • pitch book
  • m&a
  • due diligence
  • ipo
  • equity research
  • initiating coverage
  • earnings model
  • target price
  • sector coverage
  • lbo
  • capital markets
  • debt syndication
  • private equity
  • deal execution
  • information memorandum
  • term sheet
  • bloomberg
  • capital iq
  • factset
  • excel
  • cfa
  • buy side
  • sell side

The eight questions for Investment Banking and Equity Research

The guided builder asks these, in this order, and turns each answer into a line on the page. Nothing is written that you did not type.

  1. 1.What is the total value of deals or mandates you have worked on?
  2. 2.How many deals, IPOs or transactions have you closed or supported end to end?
  3. 3.How many companies or sectors do you cover, and how many reports have you published?
  4. 4.Which valuation methods and tools do you use daily?
  5. 5.How many financial models or pitch books have you built?
  6. 6.What recommendation, model or analysis of yours changed a client or investment decision?
  7. 7.How many analysts do you manage or review, and how many senior bankers do you support?
  8. 8.Which certifications or qualifications do you hold?
Answer them and see your score before paying

Words are the easy half

A resume can carry every term above and still be rejected, because coverage says what you know and nothing about what you delivered. The heaviest category on the rubric is evidence: how many of your bullets carry an actual figure.

Seven in ten is full marks. Most resumes we see manage two.

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