Why This Question Matters
In nearly every investment banking interview, you will face some version of "Walk me through your resume" or "Tell me about yourself." This is not just small talk or a warm-up question. It sets the tone for the entire interview and can make or break your first impression. A strong introduction establishes credibility, builds rapport, and gives you control of the narrative. A weak one risks leaving the interviewer disengaged or questioning your motivations before you even get to the technical questions.
Think of this question as your personal pitch. You have roughly two to three minutes to convince the interviewer that your background, skills, and motivations align perfectly with investment banking. Done well, it demonstrates clarity of thought, strong communication skills, and a coherent story that logically leads to this career. Done poorly, it raises red flags about your preparation and genuine interest in the role.
The stakes are high because interviewers form lasting impressions in the first few minutes. Research consistently shows that initial impressions heavily influence how interviewers interpret everything that follows. If you nail your resume walkthrough, you create positive momentum that carries through the technical and behavioral questions. If you stumble, you spend the rest of the interview trying to recover.
Purpose of the Question
Interviewers ask this question for several strategic reasons, and understanding their perspective helps you craft a better answer.
Assessing communication skills is the most obvious purpose. Investment banking requires constant communication with clients, senior bankers, and colleagues. If you cannot clearly and concisely explain your own background, interviewers will doubt your ability to present complex financial information to clients. They are evaluating whether you can structure thoughts logically, speak confidently, and hold attention.
Evaluating logical progression is equally important. Does your career path make sense, or does it feel random and disjointed? Interviewers want to see a coherent narrative where each experience builds on the previous one. A background that zigzags without explanation raises concerns about commitment and decision-making.
Testing motivation separates serious candidates from those who are casually exploring options. Your experiences should point toward a genuine interest in finance and deals. If your story does not naturally lead to investment banking, interviewers will question whether you truly understand the job or will leave after a year.
Establishing fit goes beyond skills to personality and culture. Are you the type of person who thrives in a demanding, team-oriented environment? Your answer reveals how you think about your career and whether your values align with what the role requires.
Think of this as the first checkpoint in the interview. For a complete overview of what comes next in the process, check out our comprehensive IB and PE interview process guide.
Structuring Your Response
A strong answer has three main parts: beginning, middle, and end. This sounds simple, but many candidates fail because they lack clear structure. Here is how to organize your response effectively.
Chronological Storytelling
Start from your education, then progress through your internships and professional experiences. This keeps your story linear and easy to follow. Avoid jumping around or starting with abstract statements like "I've always been interested in business" or "I'm passionate about finance." These openings are vague and waste precious time.
The chronological approach works because it mirrors how interviewers naturally process information. They can follow your journey from point A to point B without mental gymnastics. Each experience should flow naturally into the next, with clear transitions that explain why you made each decision.
Strong opening example: "I studied Economics at Michigan, where I first got exposure to finance through the undergraduate investment club. That experience led me to pursue a summer analyst role at a middle-market bank, where I worked on two M&A transactions..."
Weak opening example: "So, I've always been really interested in business and finance. I think banking is a great opportunity. Let me tell you about my background..."
Development of Interest
Show how your interest in finance evolved over time. This is critical because interviewers are skeptical of candidates who claim they have always wanted to be bankers. A more believable and compelling narrative shows genuine discovery and growing commitment.
- Early exposure through a class, club, competition, or family influence
- Reinforcement through internships, projects, or relevant work experience
- Confirmation through hands-on deal experience or client interaction
This logical build helps the interviewer see why banking is the natural next step rather than a random choice. Each stage should deepen your interest and skills.
Concise Delivery
Your answer should be about 2 to 3 minutes long. Any shorter, and you risk sounding underprepared or like you have nothing meaningful to share. Any longer, and you may lose their attention or seem unable to prioritize information.
Think of it as a highlight reel, not an autobiography. You are selecting the most relevant and impressive moments from your background. Every sentence should serve a purpose. If a detail does not strengthen your candidacy, cut it.
Practice with a timer until you can consistently deliver your story in the target range. This discipline forces you to refine your message and eliminate filler.
Key Elements to Include
Early Influences and Education
Your educational background sets the foundation, but how you present it depends on your situation.
Undergraduates should start with your major, school, and why you chose that path. Mention relevant coursework, academic achievements, or finance-related activities like investment clubs or case competitions. If your school is not a traditional target, emphasize what you did to develop finance skills independently.
MBA candidates should briefly acknowledge undergrad and pre-MBA roles, then focus on why you pursued business school and what you have accomplished there. The MBA is a pivot point in your story, so explain how it connects to your banking aspirations.
Career switchers face the challenge of explaining a non-linear path. Emphasize transferable skills like analytical thinking, client management, or project leadership. Explain the pivot clearly and confidently. Many successful bankers come from consulting, engineering, law, or other fields.
Internships and Professional Roles
Walk through each role in sequence, but do not just list job titles and responsibilities. Highlight what you achieved, not just what you did. Use specific examples and quantify impact where possible.
- Focus on finance-related skills: financial analysis, modeling, client exposure, or deal experience
- Mention soft skills demonstrated: teamwork, leadership, communication under pressure
- Show progression in responsibility and complexity
Strong example: "At my boutique internship, I built the financial model for a $50 million acquisition and presented the valuation analysis to the client's CFO."
Weak example: "I did some modeling and helped with deals."
Current Objectives
Finish with a strong forward-looking statement that ties everything together.
- Why you are interviewing now: What makes this the right time for investment banking?
- Why this specific firm: Show you have done your research on the bank's culture, deal flow, or industry focus
- How your past prepares you: Connect the dots between your experience and success in the role
This closing should feel like the logical conclusion to your story, not an afterthought. The interviewer should think, "Of course this person wants to be in banking. It makes perfect sense."
Common Mistakes to Avoid
Understanding what not to do is as important as knowing best practices. These mistakes consistently hurt candidates.
Losing structure is the most common problem. Candidates jump back and forth between experiences, mention things out of order, or go off on tangents. This confuses interviewers and suggests disorganized thinking. Stick to your chronological framework no matter what.
Rambling kills strong answers. Overly detailed explanations dilute your impact and test the interviewer's patience. If you find yourself explaining the organizational structure of a previous employer or diving deep into project minutiae, you have gone too far. Edit ruthlessly.
Sounding generic makes you forgettable. Avoid clichés like "I've always loved numbers" or "I'm a people person who also likes analysis." These phrases appear in countless interviews and say nothing meaningful. Use specific examples that only you can claim.
Lacking passion raises motivation concerns. If your story sounds rehearsed and emotionless, interviewers will doubt whether you actually want this career. Show genuine enthusiasm when discussing experiences that shaped your interest. Energy and conviction matter.
Overemphasizing irrelevant experiences wastes time and confuses your narrative. That summer job at a restaurant or your volunteer work may have taught you valuable lessons, but unless you can directly connect them to banking skills, minimize or skip them. Stay focused on what matters.
For more on avoiding critical errors, see our guide on common investment banking interview mistakes.
Personalizing Your Introduction
Before you reach the interview stage, building relationships through effective networking often determines which opportunities you will have access to. Once you are in the room, personalization separates good answers from great ones.
Tailoring to Your Background
Students should spend more time on academics, clubs, and internships since professional experience is limited. Highlight leadership roles, relevant coursework, and any finance competitions or projects. Show intellectual curiosity and initiative.
Lateral hires should focus on finance-related skills gained in prior industries. Consulting, accounting, corporate finance, and law all provide transferable skills. Explain why you want to make the switch now and what specific aspects of banking appeal to you.
Non-traditional candidates should frame unique backgrounds as strengths rather than weaknesses. Engineers bring analytical rigor. Military veterans bring leadership and discipline. The key is explaining the pivot logically and confidently. Do not apologize for your background.
Linking to the Role
Every experience you mention should connect back to why you are prepared for investment banking. Make these connections explicit rather than hoping the interviewer draws the right conclusions.
Strong connection: "In my consulting role, I built financial models for a client's potential acquisition targets. This hands-on transaction experience confirmed my interest in working on deals full-time."
Weak connection: "I worked in consulting, which was interesting. Now I want to try banking."
When discussing why you want this specific bank, demonstrate genuine knowledge. Reference recent deals, industry expertise, culture, or training programs. This research shows you are serious and have thought carefully about fit. For guidance on articulating firm-specific interest, see our guide on answering "Why this bank specifically?".
Sample Framework
Here is a simple outline you can adapt to your own background:
Education (30 seconds): Where you studied, why you chose your major, and any relevant academic highlights. Keep this brief unless you are a current student.
Early exposure (30 seconds): The first experience that sparked your finance interest. This could be a class, club, family influence, or early internship.
Internships and jobs (60-90 seconds): Your professional experiences in sequence. Focus on achievements, skills developed, and growing responsibility. This is the meat of your answer.
Recent role (30 seconds): What you are doing now and how it connects to banking. If you are a student, this might be your most recent internship or a current project.
Why IB now (30 seconds): Clear motivation for banking and enthusiasm for this specific opportunity. End with energy and forward momentum.
Practice and Delivery Tips
Preparation separates polished candidates from those who stumble under pressure.
Rehearse, but do not memorize word-for-word. You want to sound conversational and authentic, not robotic. Know your key points cold, but vary the exact phrasing each time you practice. This keeps your delivery fresh and allows you to adapt.
Record yourself on video or audio. Watching yourself is uncomfortable but invaluable. Check your tone, pacing, filler words, and body language. Are you speaking too fast? Do you say "um" or "like" excessively? Fix these issues before the real interview.
Practice with others who can give honest feedback. Friends, mentors, or career counselors can catch problems you miss. Mock interviews simulate pressure and help you refine your timing.
Adapt on the fly based on interviewer cues. If they seem pressed for time or distracted, shorten your answer. If they lean in with interest, you can elaborate slightly. Reading the room is a valuable skill.
End strong with forward-looking energy. Your final sentence should convey enthusiasm about the opportunity ahead. Do not trail off or end with a weak phrase like "so yeah, that's my background."
Master your resume story with practice: Download our iOS app for AI-powered mock interviews. You will get instant feedback on your delivery and can track improvement over time. This question appears in virtually every interview, so invest the time to perfect it.
Key Takeaways
- Structure is everything: Use a clear, chronological format that interviewers can easily follow
- Keep it concise: Aim for 2 to 3 minutes maximum
- Tell a story: Show how your interest developed naturally over time
- Link experiences to banking: Make sure every step connects to why you are prepared
- Avoid common mistakes: Do not ramble, lose structure, or sound generic
- Practice until smooth: Delivery is as important as content
- Personalize for your background: Students, lateral hires, and career switchers need different approaches
Get the complete picture: Download our comprehensive PDF guide covering 400+ technical and behavioral questions to complement your resume story preparation.
Conclusion
"Walk me through your resume" is not just an icebreaker. It is your chance to control the first impression and establish credibility from the start. A well-structured, engaging, and logical answer signals that you are prepared, motivated, and a strong fit for investment banking.
Invest serious time in crafting and practicing your story. The candidates who nail this question create momentum that carries through the entire interview. Those who stumble spend the rest of their time trying to recover.
Once you have perfected your resume walkthrough, make sure you are ready for the technical questions that follow. Our guide on walking through a DCF covers one of the most common technical questions you will face. And do not forget that your interview attire makes an impression before you even speak.
