Skip to main content

What Goes in the Skills Section of an IB Resume

Matthew Farquhar
Jun 11, 2026
Share:

The Skills line on an IB resume holds software only, mostly financial platforms like Bloomberg, Capital IQ, and FactSet. It is never asked about in an interview, so the goal is to be accurate and brief, not impressive. Never list "hard" skills like financial modelling, and if your bullets already cover the tools, drop the line entirely.

Most students treat the Skills section like a trophy case. They cram it with every tool they've ever opened, every framework they half-remember, and a confident line that reads "Financial Modelling." It feels productive. It feels like you're proving something. It's also the section interviewers care about least, and the one place where trying too hard quietly works against you.

Here's the truth that reframes the whole thing: the Skills line is more or less table stakes, and it is never explicitly asked about in an interview. No one is going to sit you down and quiz you on whether you really know PowerBI. Which means your job here isn't to impress. It's to be accurate, be brief, and avoid the small mistakes that make a sharp reader raise an eyebrow.

And there's a payoff that surprises people: done right, you may not need a Skills section at all.

Let me walk you through exactly what belongs in it, what doesn't, and how to tell whether you should keep the line or drop it entirely.

Where Skills Actually Sits, and Why That Matters

Skills lives inside "Additional Information," which sits at the very bottom of your resume. That placement isn't an accident, and it isn't a flaw. A resume is designed to increase in specificity as you read from top to bottom, with the most general, lowest-stakes material at the bottom. The label "Additional Information" tells you everything: this is an addition to the core of your resume, the least relevant tier.

So when you're deciding how much energy to pour into your Skills line, calibrate to that reality. This is not where you win the interview. It's where you avoid losing a sliver of credibility through carelessness. Get it clean, get it accurate, and move your real effort up the page to your experience bullets, where candidacy is actually decided.

What Actually Goes in the Skills Line: Software, and Only Software

There are two buckets to draw from, and the order matters. Lead with the financial platforms, because those are what signal you've spent real time in the tools of the trade. A few non-financial tools can follow.

Non-Financial | Microsoft Office Suite, Python, PowerBI, SQL, etc.
Financial | Bloomberg, Capital IQ, Refinitiv Eikon, Preqin, Pitchbook, FactSet, etc.

A clean Skills line pulls from these two lists and stops there. List the platforms you genuinely know, the ones you could open and navigate if an interviewer handed you a terminal. The financial names are the heart of it. Microsoft Office, Python, PowerBI, and SQL round out the non-financial side and show you can handle data, but they're supporting cast. The Bloomberg, Capital IQ, Refinitiv Eikon, Preqin, Pitchbook, and FactSet end of the spectrum is what makes the line worth having.

One quiet bonus: the software you list also reads as keywords. Applicant Tracking Systems scan for terms that match the job description, and these platform names are exactly the kind of relevant vocabulary that helps your resume clear the algorithmic filter. For the full mechanics of how ATS scanning works and how to write for it, see our guide on how to get an investment banking resume past the ATS. Here, just know that naming real tools quietly works in your favor on two fronts at once.

What Does NOT Go in It: "Hard" Skills Like Financial Modelling

This is where most students stumble. They write something like "Financial Modelling" or "Valuation" or "DCF Analysis" in their Skills section, thinking it broadcasts competence.

Here's the reasoning, and it's worth sitting with. Whatever you currently understand to be "financial modelling" is baby food to the investment professionals and bankers reading your resume. To them, modelling isn't a skill you list, it's the ambient air of the job, the thing everyone does all day without remarking on it. When a student announces "Financial Modelling" as a credential, it reads the way "proficient in email" would read on an analyst's resume. It signals that you think a baseline expectation is a distinguishing achievement, which tells the reader you don't yet understand the standard you're being measured against.

There's a deeper principle underneath this. Listing a hard skill as a bare label is a claim with no evidence. Anyone can type "Financial Modelling." It costs nothing and proves nothing. Software names, by contrast, are checkable and specific: either you've used Capital IQ or you haven't. That's why software belongs in the Skills line and competencies don't. The line is for verifiable tools, not for self-assessments.

So where do your modelling abilities actually live? In your experience bullets, where you show them in action rather than assert them in a vacuum. Which brings us to the most useful move in this entire section.

The Advanced Move: When to Drop the Skills Line Entirely

Here's the contrarian payoff I promised. A standalone Skills line is unnecessary if you've already woven your financial software and your financial models into the bullet points across your resume.

Think about why. The Skills line exists to communicate two things: the platforms you can use and the analytical work you can do. But if your experience bullets already say "assessed valuation multiple evolution using Capital IQ" or "built a NAV valuation model in a 15-page investment memo," then you've demonstrated both, in context, with evidence attached. Restating "Bloomberg, Capital IQ; Financial Modelling" at the bottom is redundant at best and, in the case of the modelling label, actively harmful.

Showing beats telling every time. A tool named inside a real deliverable proves you used it. The same tool sitting in an isolated list proves only that you can spell it.

So how do you know if you've cleared the bar? There's a concrete threshold:

A standalone "Skills" line is unnecessary if you've woven at least 3 financial software platforms and 3 financial / valuation models into your bullet points. The models that count: DCF, LBO, Comps, Precedents, 3-statement, Operating, and M&A.

If your bullets already reference three or more of those platforms and three or more of those model types, you've covered everything a Skills line would have said, and you've said it with proof. Drop the line. Use the recovered space for something that actually builds your candidacy.

If you haven't hit that threshold, if your software and modelling exposure is thin or doesn't appear naturally in your experiences, then keep "Skills" as a standalone line in your Additional Information section. It's the floor that ensures the information is on the page somewhere. Just remember it's a floor, not a flex.

Keep It in Proportion

Because Skills is low-stakes, don't let it sprawl. Your entire Additional Information section should run no more than four lines. In practice, just "Skills" and "Interests" will usually do. If you've got nothing meaningful to add beyond that, don't feel compelled to manufacture filler to fill space.

And here's the contrast that puts Skills in its proper place. The Skills line is table stakes and never explicitly asked about. The line right below it, Interests, is the opposite: almost every interviewer will ask about it, certainly in superdays and commonly at the end of first rounds, right before they invite your questions. So spend your thought accordingly. Get Skills clean and accurate in thirty seconds, then put real care into the line that interviewers actually engage with. For how to make that line build rapport before you've said a word, see our guide on writing the interests section of an IB resume.

That's the whole discipline of the Skills section. Software only. No hard skills. And if your bullets already do the work, no Skills line at all. It's one of the few places on your resume where the most sophisticated move is to do less.

Enjoyed this article?

Click on a star to rate it.

Subscribe to

Our Newsletter

Join a growing community of more than 500 readers.

I share actionable recruiting strategies, advice and tips directly to your inbox. It's free, and always will be.

We will never spam or sell your info. Ever.

Common questions

Quick answers to the questions readers ask most often about this topic.

There's no fixed count, because the goal isn't volume, it's accuracy. List the financial and non-financial software platforms you genuinely know how to operate, leading with the financial ones. A handful is plenty. The Skills line is table stakes and never explicitly asked about, so padding it doesn't help you.

What actually matters is whether the line earns its place at all. If you've woven at least three financial software platforms and three valuation models into your experience bullets, you can drop the standalone Skills line entirely. The platforms worth naming come from a short, well-known set: Bloomberg, Capital IQ, Refinitiv Eikon, Preqin, Pitchbook, and FactSet on the financial side, with Microsoft Office, Python, PowerBI, and SQL as supporting non-financial tools. Listing five tools you truly use beats listing twelve you've barely touched.

  • How to Structure an Investment Banking Resume

    One principle governs the whole page: a resume unfolds from general to specific. The standard section stack, the two levers most students never pull — order by relevance, merge Professional & Extracurricular — and how to layer one entry from context down to named deals.

    Continue Reading
  • How to Get Your Investment Banking Resume Past the ATS

    At a large bank, software rejects 90%+ of resumes before a banker opens one. How the ATS scores you, and how to clear it: mirror the posting, make every bullet specific, name your tools — plus why the same specificity that beats the machine earns a banker's trust.

    Continue Reading
  • Investment Banking Behavioral Interview Cheat Sheet

    The whole behavioral round on one card: the four things interviewers score, the four question types and how long each answer should run, the rules every answer follows, and the realistic ~5-question mix — including the Core 3 that open almost every interview.

    Continue Reading
  • How to Email a Senior Banker or MD

    Reaching an MD isn't a copywriting problem, it's a hierarchy problem. Their reflex is to forward you down to an analyst. The fix: name the juniors you've already spoken to and ask for the view from the top — the one move that survives the hand-off.

    Continue Reading
  • Coffee Chat Etiquette for IB Recruiting

    You're asking a busy banker for a favor they don't owe you. Carry yourself like a respectful guest: humble, warm without being stiff, careful with their time, and persistent in a way that reads as diligence — including the follow-up line that shrinks the ask to 5–10 minutes.

    Continue Reading
  • Stock Pitch Examples for Equity Research Interviews

    An ER interviewer asks for two to four pitches and grades them like a hiring analyst. Worked here through one hypothetical med-device long, target $32 vs $22, with the mix-shift margin thesis run start to finish, plus the follow-up gauntlet they put every claim through.

    Continue Reading

Break into investment banking.

Book Meeting

Limited early access · now open

Three more ways I can help

Capstack HQ

Our flagship recruiting course — the full system that takes you from non-target to offer.

Resources

Free templates, checklists, and the exact scripts we use — ready to download.

Workshops

Live sessions on the most important parts of recruiting: networking, interviews, and more.

We use cookies for analytics to improve your experience. You can decline anytime. Cookie policy