Investment Banking Associate Resume Samples

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.

Experience

5-7 Years

Level

Executive

Education

M.B.A In Finance

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.

Experience

5-7 Years

Level

Executive

Education

Master Of Science In Technology

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.

Experience

7-10 Years

Level

Management

Education

Masters Of Accounting

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.

Experience

5-7 Years

Level

Executive

Education

Diploma

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.

Experience

10+ Years

Level

Senior

Education

MS

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.

Experience

7-10 Years

Level

Management

Education

Master Of Business Administration

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.

Experience

10+ Years

Level

Senior

Education

Master Of Business Administration

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.

Experience

7-10 Years

Level

Management

Education

MS

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.

Experience

5-7 Years

Level

Executive

Education

GED

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

Experience

2-5 Years

Level

Executive

Education

MS