CV example

Financial Analyst CV Example

Financial analyst CV example for UK investment banking roles: a CFA candidate profile, modelling and deal results, valuation skills and certifications.

Illustrative example written with AI. The person is fictional, and employer names are used for realism only.

  • Finance
  • Mid level
Build a CV like this Check your CV free
Roles2
Skills20
Years of experience5
Qualifications2
Same content, four looks.

Oliver Hartley

Financial Analyst

Profile

CFA Level II candidate and accomplished financial analyst with 3+ years of progressive experience in equity research, financial modelling, and M&A advisory across premier investment banking institutions. Demonstrated expertise in building complex DCF models and executing transactions valued at over £1.2bn, with strong analytical skills across healthcare and technology sectors. Proven track record of delivering high-quality investment committee presentations and managing multi-million pound deal processes from inception to completion.

Experience

Financial AnalystJul 2023 – Present
Barclays Investment Bank

Lead financial analyst supporting M&A advisory team on mid-market transactions across healthcare and technology sectors, managing deal processes from pitch to completion.

  • Built and maintained 25+ complex DCF, LBO, and comparable company models for M&A transactions valued between £50M-£500M, achieving 95% accuracy in valuation ranges
  • Prepared over 40 investment committee presentations and client pitch materials, contributing to successful closure of 8 deals worth £320M in aggregate value
  • Conducted comprehensive sector analysis and company due diligence across 15+ healthcare and technology verticals, identifying key market trends and competitive positioning
  • Managed cross-functional teams during live deal execution, coordinating with legal, tax, and regulatory advisors to ensure seamless transaction processes
  • Developed automated Excel templates and models, reducing financial analysis time by 30% and improving team efficiency
  • Mentored 3 graduate analysts on financial modelling best practices and technical analysis methodologies
Graduate AnalystSep 2021 – Jun 2023
Lazard

Supported senior bankers across multiple live M&A transactions, gaining comprehensive exposure to deal origination, execution, and client management in a fast-paced investment banking environment.

  • Supported senior bankers on 6 live M&A transactions with combined enterprise value of £1.2bn, contributing to successful deal completion rate of 85%
  • Created detailed financial models including DCF, trading comps, and precedent transactions for 20+ client presentations, with average model complexity of 500+ line items
  • Conducted comprehensive sensitivity analyses and scenario modelling for key deal metrics, supporting pricing negotiations and risk assessment
  • Managed virtual data room processes for 4 concurrent transactions, coordinating document flow and access permissions for 50+ stakeholders
  • Coordinated with legal counsel, accountants, and regulatory advisors during due diligence phases, ensuring compliance with FCA regulations
  • Prepared detailed research reports on market conditions and competitive landscapes across TMT and industrial sectors
  • Maintained Bloomberg and Capital IQ databases, ensuring accurate and up-to-date market intelligence for deal teams

Skills

  • Financial Modelling
  • DCF Valuation
  • M&A Advisory
  • Excel (Advanced)
  • Bloomberg Terminal
  • Capital IQ
  • Equity Research
  • LBO Modelling
  • Comparable Company Analysis
  • Due Diligence
  • PowerPoint
  • Sector Analysis
  • Sensitivity Analysis
  • Pitch Book Preparation
  • Financial Statement Analysis
  • Precedent Transaction Analysis
  • Risk Assessment
  • Client Presentation
  • Data Room Management
  • Regulatory Compliance

Education

BSc Economics and Finance (First Class Honours)London School of Economics (2018–2021)
A-Levels: Mathematics (A*), Economics (A), Business Studies (A)Westminster School (2016–2018)

Certifications

  • CFA Level II Candidate
  • Bloomberg Market Concepts (BMC)
  • Financial Risk Manager (FRM) Level I
  • Microsoft Excel Expert Certification
TipsCV

How to adapt this financial analyst CV

  • Open with a three or four line profile that names the job you want and your strongest results.
  • Turn duties into achievements: start each bullet with an action and end it with a result, such as time saved, money made or targets beaten.
  • Match your skills to each advert. This example leads with Financial Modelling, DCF Valuation and M&A Advisory; keep the ones that are true for you, in the employer's own words.
  • Keep it to two pages, most recent job first, and give the most space to your last two or three roles.

Popular in other industries

Technology · Mid levelData AnalystData analyst CV example for UK roles, with a profile, automated reporting results, SQL, Python and Tableau skills, and the certifications employers look for.View example Technology · Mid levelBackend DeveloperBackend developer with 5+ years building scalable APIs and microservices for high-growth fintech. Node.js, Python, AWS expert at Revolut processing 2M+ daily transactions. Led Kubernetes migration, reduced infra costs by 30%, mentored 3 engineers.View example Marketing · Mid levelDigital Marketing ManagerResults-driven digital marketing manager with 5+ years leading integrated campaigns across paid, organic, social, and email. Grew organic traffic by 85%, generated £2M+ pipeline, and reduced CPA by 35%. Managing £500k budget and team of 4 at Gymshark.View example

All CV examples

Your turn. Make it yours

Write your own version, find out what's holding it back in 30 seconds, and fix it before you apply. Members can review it too.

Check your CV freeMore examples