Investment Banking Associate Resume Samples

An Investment Banking Associate works as the chief point of contact for the financial industry’s clients. The job description entails working with clients and identifying financial needs and developing ways to meet the short and long-term goals. Typical work activities are listed on the Investment Banking Associate Resume as – managing and assisting in preparing financial models and business valuations; creating client marketing presentations; attending client meetings, drafting memoranda for sale assignments, attending drafting sessions for equity sales organizations; assisting in the development and continued cultivation of client relationships, and understanding the underlying trends that affect the equity capital markets.

Candidates for this program normally possess the following qualities – a strong work ethic, detail orientation, passion for excellence, the ability to excel in both teams and self-directed settings; knowledge of general accounting and finance principles; and working knowledge of spreadsheet and word processing software programs. A post-degree qualification in Business Administration is commonly the best option.

Investment Banking Associate Resume example

Investment Banking Associate Resume

Headline : Strengths include leading cross-functional teams to deliver successful results, influencing business partners to optimize decisions, applying sound corporate finance practices to manage budgets and planning cycle, and strong analytical modeling skills.

Skills : SAP, Oracle, SQL, HTML, Saleforce, Project Management.

Description :

    1. Provided structuring, pricing, and analytics for corporate derivative portfolios based on models and tools, precedent transaction analyses, directed the internal due diligence process, gave final approval to the CIMs including IT tools.
    2. Participated in the full cycle of transactional execution (TMT) including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations.
    3. Developed models, consisting of financial statements and data with Salesforce, as well as required key outputs, using discounted cash flow, merger, accretion/dilution, leveraged buyout, comparable company, comparable transaction and sum-of-the-parts analyses, well-informed and balanced view of the business, financial and competitive risks.
    4. Constructed industry and product research, VAR, private placement memorandum (PPM) and financial models (M&A, LBO and including three-financial statement models and their supporting schedules).
    5. Prepared credit approval write-ups, reviewed legal documents, presented and recommended credits for approval at appropriate level and validated credit quality and integrity of the credit process.
    6. Managed day-to-day project deliverables to ensure the objectives engagement of third party and deal team are achieved, ensured a high level of quality in all investment banking project materials Analyzed and negotiated covenants and other key terms with the customer.
    7. Assisted proprietary trading specialist with analysis, research and trade execution: Traded futures contracts, global fixed income securities and speculated in the FX market.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
M.B.A In Finance


Investment Banking Associate Resume

Headline : An exceedingly accomplished and committed Research Analyst with over five years of work experience in the field of company and market study, analytics and business communications. Personally, I love to see people succeed and create value for others around.

Skills : Excel, Powerpoint, VBA, SQL, Bloomberg, Financial Modeling, Financial Analysis.

Description :

    1. Communicated with clients and potential investors and identifying actionable next steps for live transactions in Technology, Communications, Media, Specialty Finance, Mortgage Banking, Renewable Energy and Fashion industries.
    2. Prepared marketing materials, including investor presentation, cover emails, industry reports.
    3. Performed client due diligence reports and background checks in order to identify significant deal issues.
    4. Completed and reviewed valuation analysis, including using Discounted Cash Flow and Multiples Analysis methods to develop and maintain financial models, to support investors and clients' understanding of enterprise value.
    5. Researched company information and industry trends to identify and analyze new client opportunities.
    6. Managed all interns and transferring daily working experience to new interns.
    7. Developed and improved sophisticated internal database.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Master Of Science In Technology


Investment Banking Associate Resume

Summary : To be more responsible, strategic, resourceful and productive as a computer engineer who can effectively apply emerging technologies to meet future challenges in the computing world, such as; computer troubleshooting and malware protection, computer system recovery and software installations, data analysis, data management and file encryption.

Skills : Excel, Powerpoint, SQL.

Description :

    1. Joined an advisory boutique specializing in M&A transactions for the Electronics Manufacturing Services (EMS) industry.
    2. Responsible for analysis including complex modeling in Excel.
    3. Compiled financial statements with an emphasis on variance and ratio analysis and forecasting.
    4. Pitch-book and presentation writing and editing.
    5. Helped draft and review Private Placement Memorandums (PPM) and Confidential Information Memorandums (CIM).
    6. Specialized in mergers and acquisitions (M&A), capital raises, and quantitative analysis for financial institutions, specifically community banks ranging in assets from $100 million to $30 billion.
    7. Monitored positions and implemented currency hedges.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Masters Of Accounting

Investment Banking Associate Resume

Headline : Understanding and adhering to the Company's risk and regulatory standards, policies, and controls in accordance with the Company's Risk Appetite. Identifying risk-related issues needing escalation to management.

Skills : Excel Sheet, Powerpoint, Preparing Client Presentations, Excellent Written And Spoken English., Forex Trading, Equity Trading, Debt Placement, And Trading.

Description :

    1. Built comprehensive financial/valuation models and led business due diligence including analysis of financial and industry trends.
    2. Authored marketing materials and offering memoranda for use by potential investing partners.
    3. Selected for the three-person team to raise capital and establish an independent fund outside of Wells Fargo.
    4. Created fund valuation models, marketing materials, and co-led diligence efforts with potential domestic and international buyers.
    5. Organized and presented trader's monthly capital allocation with statistical profit/loss analysis.
    6. Actively participated in all phases of various sell-side transactions including strategic planning, potential counterparty targeting, and identification, preparation of descriptive memoranda, contacting potential counterparties, conducting due diligence, and facilitating the deal close.
    7. Prepared and delivered presentations.
Years of Experience
Experience
5-7 Years
Experience Level
Level
Executive
Education
Education
Diploma

Investment Banking Associate Resume

Summary : To establish a long-term career in a company where I may utilize my Investment Banking Associate professional skills and knowledge to be an effective Associate Program Manager and inspiration to those around me.

Skills : Powerpoint, Excel, Word, Bloomberg, CapitalIQ, FactSet, Financial Analysis, Financial Modeling.

Description :

    1. Served as sell-side advisor to News Corp.
    2. Wrote the 40-page confidential information memorandum that was distributed to potential buyers and which outlined the content, licensing, and distribution assets of Fox Family.
    3. Acted in joint-lead manager capacity in $400 million senior notes offering and sole placement agent in $100 million private equity placement for Latin American telecom company.
    4. Developed valuation and financing models as well as qualitative company and industry research for use in mergers & acquisitions and financing transactions (public and private debt and equity) for European specialty chemicals manufacturer, video-game software publisher Activision, and British/Canadian children's media company.
    5. Performed on-site due diligence and developed valuation model in $100 million buy-side M&A advisory role for New York media firm's acquisition of Minnesota-based magazine publisher.
    6. Performed extensive valuation and pricing analyses.
    7. Supervised and developed analyst-level bankers.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
MS

Investment Banking Associate Resume

Summary : Hardworking, organized, Investment Banking Associate professional with a proven background delivering sensible business technology solutions on time and under budget while working as a team member or team leader.

Skills : Microsoft Office, Merrill DataSite, IntraLinks, Capital IQ, FactSet, Thomson Reuters, Pitchbook, Merger Market, Mergers & Acquisitions, Equity Research.

Description :

    1. Provided analytics to support the execution of transactions including mergers, acquisitions, divestitures, financing, as well as other advisory assignments for middle-market companies.
    2. Performed company valuations consisting of discounted cash flow analysis, comparable public companies analysis, and precedent M&A transactions analysis.
    3. Actively participated in all phases of various sell-side transactions including strategic planning, potential counterparty targeting and identification, preparation of descriptive memoranda, contacting potential counterparties, conducting due diligence, and facilitating the deal close.
    4. Developed relationships with financial investors at various types of firms while working on equity private placements and growth capital financings.
    5. Created an extensive database of potential acquirers and targets.
    6. Data and contact information collected in this tracker helped facilitate the origination of multiple sell-side transactions.
    7. Independently learned modeling and analysis for Housing, Senior Living, and Healthcare markets and regularly worked on 10-15 deals at a time.
Years of Experience
Experience
7-10 Years
Experience Level
Level
Management
Education
Education
Master Of Business Administration

Investment Banking Associate Resume

Summary : Investment Banking Associate professional with 10 years of capital markets and financial management experience. Completed more than $4 billion of financial transactions, grown a new business unit from $0 to $250 MM of revenue, and provided financial leadership to an enterprise with +30 manufacturing facilities.

Skills : Financial Analysis and Reporting, Financial Modeling, Risk Management, Operations Management, Strategic Planning, Project Management, Data Analytics, Corporate Valuation.

Description :

    1. Advised on middle-market transactions ($5 to $500 million in enterprise value) across a variety of industries including healthcare, medical devices, internet, consumer electronics, telecommunications, retail, and energy.
    2. Prepared more than 30 business valuations and assisted with fairness opinions.
    3. Provided asset management and liquidation support for a hedge funds in receivership.
    4. Contributed to investment banking group's merger and acquisitions, capital raises, and financial advisory assignments.
    5. Generated memorandums and other related material for the purposes of raising debt and equity capital, and marketing companies for sales transactions.
    6. Built financial models requiring in-depth knowledge of cash flows, capital structure, and option pricing principles.
    7. Responsible for due diligence and on-going client communication from pre-engagement to post-closing.
Years of Experience
Experience
10+ Years
Experience Level
Level
Senior
Education
Education
Master Of Business Administration

Investment Banking Associate Resume

Summary : Seeking an Investment Banking Associate position with an outstanding career opportunity that will offer a rewarding work environment along with a winning team that will fully utilize management skills.

Skills : Excel And Powerpoint, SQL, Hyperion, Access.

Description :

    1. Prepared and participated in the delivery of client presentations.
    2. Compiled a variety of financial analyses such as valuation, M&A scenarios, and three statement operational models.
    3. Analyzed business plans and participating in due diligence sessions.
    4. Drafted private and public marketing materials such as offering memoranda, confidential information memoranda, and S-1s.
    5. Participated actively in drafting sessions.
    6. Mentored analysts in the Technology Group.
    7. Worked closely with senior bankers and client management teams on engagements related to mergers and acquisition advisory services, capital formation, and other strategic advisory work.
                Years of Experience
                Experience
                7-10 Years
                Experience Level
                Level
                Management
                Education
                Education
                MS

                Investment Banking Associate Resume

                Headline : Obtaining and reviewing documentation prior to submitting to management the details necessary for departmental audits. May taking part in interdepartmental projects, Responding to more complex requests involving research in multiple systems; completing adjustments and reconciliation. Working with Senior Management to define and outline escalation criteria.

                Skills : Planning Skills, Banking Skills.

                Description :

                  1. Supported the development of qualitative and quantitative analyses and presentation materials.
                  2. Constructed and maintained financial models for M&A and financing scenarios.
                  3. Developed client presentations and transaction-related documents.
                  4. Researched and assimilated market data related to public and private companies.
                  5. Maintained a positive and supportive firm culture, focused on the effective delivery of world-class service to our clients.
                  6. Worked directly with experienced dealmakers in a positive and collaborative work environment.
                  7. Worked at a company and in a market segment with significant growth opportunities.
                          Years of Experience
                          Experience
                          5-7 Years
                          Experience Level
                          Level
                          Executive
                          Education
                          Education
                          GED

                          Investment Banking Associate Resume

                          Objective : Highly qualified Investment Banking Associate with experience in the industry. Enjoy creative problem solving and getting exposure to multiple projects, and I would excel in the collaborative environment on which your company prides itself.

                          Skills : Investment Banking, Private Equity, Valuation, Corporate Strategy, Alternative Assets, Real Estate, Business Development, Process Management, Securitization Products.

                          Description :

                            1. Contributed meaningful work to the transaction process.
                            2. Worked directly with interesting clients, entrepreneurs, and businesses in a diverse group of industries.
                            3. Prepared new client pitches, investment memoranda, management presentations, and evaluations that include both written content and graphics.
                            4. Identified industry trends, competitive landscape, and potential buyers and sellers
                            5. Contacted and engaged potential buyers and sellers in the process
                            6. Prepared and managed virtual data rooms and the coordinated of client and third-party due diligence.
                            7. Supported engagement managers in discussions and meetings with clients
                                        Years of Experience
                                        Experience
                                        2-5 Years
                                        Experience Level
                                        Level
                                        Executive
                                        Education
                                        Education
                                        MS