Investment Banker Resume Samples

An Investment Banker advises clients on various financial strategies and helps businesses raise money. To raise capital for business and clients, the banker undertakes the following duties mentioned on the Investment Banker Resume – conducting research and reviewing financial information and market trends; issuing debt and trade equity to increase capital; overseeing mergers and acquisitions; supervising IPOs and private equity settlements, leading and supporting clients through corporate expansion; preparing legal and financial records to complete investments; examining all risks and rendering financial advice; and identifying and closing potential investors.

The most common skills for this post include – deep knowledge of deal structuring, regulations, and closing principles; the ability to work well under pressure; good written and verbal communication skills, excellent analytical and quantitative skills, and multitasking skills. Some firms prefer candidates with a degree, however, some firms prefer those with an advanced degree. In both cases, experience in a similar field is a total plus.

Investment Banker Resume example

Investment Banker Resume

Objective : Investment Banker with 2 years of experience in Identifying and pursuing investment banking business opportunities in furtherance of agreed budgets and plans, etc.

Skills : Financial Analysis, Financial Management, Financial Modeling, Financial Services.

Description :

    1. Executed all account openings on assigned relationships, which include AML/CIP/Patriot Act requirements.
    2. Interacted with clients & senior members of the firm on a daily basis to understand the client's reporting infrastructure that supports their wealth management needs.
    3. Liaisoned with operations to oversee and ensure the daily processing of data in clients' accounts to ensure reporting deliverables are accurate, complete, and timely.
    4. Performed review of client accounts reconciliation, daily holdings, and cash balances to ensure the proper escalation of issue resolution.
    5. Maintained changes to client reporting infrastructure to ensure deliverables are accurate, complete, and timely.
    6. Processed client requests such as wire transfers and other cash requests timely.
    7. Maintained friendly and professional client interactions at all times.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Executive
Education
Education
B.A. In Finance


Investment Banker Resume

Objective : Investment Banker with 3 years of experience in Escalating operational risk loss events, controlling deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis.

Skills : Arcgis, Statistical Analysis, Quality Assurance, Spss, Life Cycle Analysis, Public Speaking, Management, Public Relations, GIS.

Description :

    1. Did this by evaluations on a case by case money management system.
    2. Analyzed clientele deposits for the best possible outcome based on a cost and potential loss algorithm.
    3. Able to successfully maintain open communications with not only clients but high ranking Chase employees.
    4. Led banker over the Chase branch of Edmond, successfully managed a team of 3-7 bankers within the Edmond branch at the time. In the first year with Chase, was in charge of major projects such as profit and loss and privacy policy.
    5. Identified investment opportunity, conducted semi-annual portfolio review, implemented asset allocations as necessary, achieved profitability.
    6. Generated over $2 Million in new money from the effective assessment of client needs and goals.
    7. Sold financial products including stocks, bonds, and mutual funds.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
B.A. In Finance


Investment Banker Resume

Objective : Seeking a Investment Banker position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team member.

Skills : Assisting, Banking, Communication.

Description :

    1. Worked primarily in corporate finance/mergers and acquisitions group.
    2. Managed and executed large, transformative transactions.
    3. Experienced with private placements, initial public offerings, credit, and derivatives.
    4. Applied knowledge of various types of transactions, including mergers, acquisitions, divestitures, recapitalizations, valuations, tax-related matters.
    5. Played an active role in Westinghouse $5.4 billion acquisition of CBS prior to departing firm.
    6. Executed sell-side, buy-side, and restructuring mandates.
    7. Provided thought leadership to market-leading companies on capital needs and M&A strategies.
      Years of Experience
      Experience
      2-5 Years
      Experience Level
      Level
      Executive
      Education
      Education
      B.A. In Finance

      Investment Banker Resume

      Headline : As an Investment Banker, responsible for Participating in all firm-building activities, including recruiting, training and the development of firm strategy, processing and intellectual capital.

      Skills : Financial Modeling, Credit Analysis, Valuation, Mergers & Acquisitions, Strategic Planning, Product Development, Creative Problem Solving.

      Description :

        1. Worked with IT to develop an electronic trading platform for Yankee and Euro CDs.
        2. Traded Yankee, Euro CDs, Fed Funds Libor futures, and commercial paper.
        3. Developed new customer relationships, while continuing to build existing relationships.
        4. Updated clients on what traded in the markets and new issue levels throughout the day.
        5. Traded short term swaps (O.I.S).
        6. Traded various money market products including Certificate of deposit (CDs), Bankers Acceptances (BAs), and Interest Rate Deposits with numerous European, Domestics, and Japanese Banks.
        7. Assisted managers with recruiting.
      Years of Experience
      Experience
      5-7 Years
      Experience Level
      Level
      Executive
      Education
      Education
      G.E.D

      Investment Banker Resume

      Objective : As an Investment Banker, responsible for Producing dozens of offering memorandums, executive summaries, investor presentations, teasers, financial models, additional supporting material.

      Skills : Financial Supervisor, Managing Skills, Communication Skills.

      Description :

        1. Worked on sell and buy-side M&A engagements for lower middle market clients.
        2. Managed Director of Emerging Company practice at Headwaters MB Advised numerous companies on corporate finance transactions including minority equity and debt growth capital formation, acquisition funding, M&A, valuations, dividend recaps, fairness opinions.
        3. Built a network of over 1,500 equity and debt financing contacts spanning many types of providers (PE/VC/Mezzanine/hedge fund/family office) and includes international and strategic investors.
        4. Worked with clients from a broad base of industries to include clean technology, life sciences, software, IT services, healthcare IT, media, telecom (specifically mobile and data).
        5. Managed bank customer investment and insurance account sales.
        6. Worked with financial information and provided detailed investment and insurance recommendations for bank customers.
        7. Provided research, analysis, and investment banking services for over 20 Initial Public Offerings as a Series 7 & 63 licensed registered.
      Years of Experience
      Experience
      2-5 Years
      Experience Level
      Level
      Executive
      Education
      Education
      G.E.D

      Investment Banker Resume

      Headline : As an Investment Banker, Responsible for developing and managing senior manager client relationships with established financial institutions and business processing clients.

      Skills : Word, Analyzing, Monitoring Skills.

      Description :

        1. Managed and negotiated strategic and financial transactions including IPO's.
        2. Responsible for numerous restructuring assignments for financial services that included capital, asset dispositions, and mergers.
        3. Established and managed the Fixed Income Credit Department.
        4. Analyzed and managed the mortgage servicing conversion to an independent processor.
        5. Developed and sold several residential and commercial projects.
        6. Monitored bank customer investment and insurance accounts.
        7. Helped clients avoid foreclosure during the financial housing crisis Assisted clients with banking investment needs; acquiring, retaining.
      Years of Experience
      Experience
      5-7 Years
      Experience Level
      Level
      Executive
      Education
      Education
      Master's In Finance

      Investment Banker Resume

      Objective : Bottom-line-focused Finance professional with experience in financial analysis, banking, and wealth management; instrumental in effectively managing pressing company / client issues; hands on critical thinker who can learn quickly, develop expertise, and produce immediate contributions in systems, analysis, and financial operations; demonstrated expertise in and dedication to innovating process improvements that positively affect company profitability.

      Skills : Researching, MS Office, Banking.

      Description :

        1. Raised/Structured equity and debt capital for public and private companies in a variety of industries through our affiliated network of broker-dealers, private equity, consulting, and investment banking firms.
        2. Conducted research and due diligence on companies across a wide spectrum of industries.
        3. Involved in the buying and selling of companies or divisions of companies to entities or other private parties.
        4. Specialized in deal size ranging from $ 500k to $ 15 million.
        5. Analyzed, determining valuations, and/or have been engaged by numerous companies for over 15 years.
        6. Promoted financial excellence as interim Chief Financial Officer at an early stage technology company.
        7. Researched, reviewed, and evaluated bank customer investment and insurance portfolios.
      Years of Experience
      Experience
      2-5 Years
      Experience Level
      Level
      Executive
      Education
      Education
      Master's In Finance

      Investment Banker Resume

      Headline : Investment Banker with 4 years of experience in Reviewing and complying with Firm Policies applicable to your business activities. Responsible for Escalating operational risk loss events, controlling deficiencies and risks that you identify to your line manager and the relevant risk and control functions on a timely basis.

      Skills : Financial Analysis, Financial Management, Forecasting, Financial Modeling, Financial Statements, Executive Management, Excel, Budgeting, Financial Services, Cost Control, Inventory Management.

      Description :

        1. Competed in a case study designed to give students from leading MBA programs real-world experience into mergers and acquisitions, investment banking, financial advisory, and private equity.
        2. Analyzed and presented business valuation, capital markets, and M&A strategic advice to a panel of seasoned M&A professionals.
        3. Conducted industry research and valuations using DCF, public comps, precedent transactions, and LBO analysis to arrive at a price target.
        4. Presented deal structure to an advisory panel including sources and uses of cash, senior and mezzanine debt financing, and private equity.
        5. Finished first both in the intra-school and regional competitions, and was awarded the prestigious ACG Cup title.
        6. Developed new bank customer outreach programs.
        7. Worked with Associates and Analysts in the development of pitch books and related client materials.
        Years of Experience
        Experience
        5-7 Years
        Experience Level
        Level
        Executive
        Education
        Education
        High School Diploma

        Investment Banker Resume

        Objective : As an Investment Banker, responsible for Ensuring that all activities and work functions comply with compliance requirements Ensuring smooth daily workflow, reviewing various reports, guiding.

        Skills : Developing Skills, MS Office, Communication Skills.

        Description :

          1. Developed lucrative business relationships with clients.
          2. Managed several top accounts.
          3. Educated new employees on organizational systems and processes.
          4. Conducted Chase at Work seminars with area businesses.
          5. Developed client relationships, developing business opportunities, transaction execution, and other such duties
          6. Coordinated with Industry, Product, and other groups to evaluate and originate new business ideas/opportunities.
          7. Built RBCs presence in the above-referenced area and/or assist with other areas as directed by the Firm.
                  Years of Experience
                  Experience
                  2-5 Years
                  Experience Level
                  Level
                  Junior
                  Education
                  Education
                  High School Diploma

                  Investment Banker Resume

                  Objective : Investment Banking with over fourteen years experience in Lower Middle Market transactions. Complete execution of sell-side responsibility or buy-side development projects from identification of the opportunity until closing. Deep experience in working with private equity professionals, corporate development departments, transnational attorneys and other outside resources throughout the process.

                  Skills : Financial Analysis, Researching Skills, Management Skills.

                  Description :

                    1. Specialized in providing merger-and-acquisition advisory services, institutional private placements of debt and equity, and strategic financial advisory services for the middle market, defined as transactions valued from $10M to $300M.
                    2. Worked on all facets of the transaction- from sale side assignments, structured transactions/credit facilities, private placement of capital, and traditional debt transactions.
                    3. Prepared client reports and presentations.
                    4. Presented proposals to various city councils and county commissions.
                    5. Renowned for leading branch partners & employee daily performance hurdles, team building sessions & coaching touchpoints to improve team performance.
                    6. Assessed and predicted financial risks and returns Provided investment advice, tactics, and recommendations Prepared legal documents and prospectuses.
                    7. Reviewed and complied with Firm Policies applicable to your business activities.
                      Years of Experience
                      Experience
                      2-5 Years
                      Experience Level
                      Level
                      Executive
                      Education
                      Education
                      Bachelor Of Science