Investment Banking Summer Analyst Resume Samples

The main task of an Investment Banking Summer Analyst is to provide assistance to bankers in various projects and help in the execution of mergers and acquisition mandates. The roles and responsibilities associated to this post are listed on the Investment Banking Summer Analyst Resume as – financial analysis and modeling, industry research, preparing slides and other written materials, analyzing detailed corporate and financial information, creating statistical exhibits that analyze comparative financial performance; participating in the execution of financings and M&A transactions; acting as a liaison for the team and other parts of the firm, and developing marketing memoranda and delivering sections of research presentations.

The nature of the job demands the following skills – strong interest in financial services, analytical and quantitative skills; a strong work ethic, excellent oral and written communication skills; positive attitude, and multitasking skills. Most of these summer analysts are rising junior undergraduate students with a specialization in accounting or finance.

 

Investment Banking Summer Analyst Resume example

Investment Banking Summer Analyst Resume

Objective : As a recent college graduate, seeking a position where one can apply academic skills and knowledge into practical business applications and add value to your corporate projects and goals. Pursuing careers in finance, banking, hedge funds, real estate, private equity, and consulting.

Skills : Excel, Financial Analysis, Bloomberg, Accounting.

Description :

    1. Created models from scratch to forecast financials, illustrate corporate events, and analyze special situations.
    2. Executed various M&A transactions from start to close by building financial forecast models, drafting marketing and board presentations.
    3. Conducting market research, and coordinating due diligence processes.
    4. Determined valuations of technology companies using DCF, leveraged buyout, and comparables analyses.
    5. Analyzed capital markets data to recommend offering parameters to clients contemplating financing.
    6. Established training programs for the incoming analysts with best practices and Excel modeling techniques.
    7. Started and coordinated the group's junior-level recruiting, leading to 9 interns and 7 full-time hires. 
Years of Experience
Experience
0-2 Years
Experience Level
Level
Entry Level
Education
Education
BA In Environmental Economics And Policy


Investment Banking Summer Analyst Resume

Objective : As a technologically skilled professional with experience in corporate finance and data analytics, have a proven ability to provide value to large and small organizations in the areas of qualitative research and quantitative analysis.

Skills : Data Analysis, Finance, Forecasting, R Programming.

Description :

    1. Performed valuation analyses using various methodologies including discounted cash flow, leveraged buyout, trading comparables, and transaction comparables.
    2. Advised clients on strategic acquisitions, mergers, joint ventures, hostile takeovers, buyouts, and takeover defense.
    3. Built detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of various capital structures and potential M&A transactions.
    4. Prepared presentation (PitchBook) materials for use in client meetings, covering topics such as strategic alternatives, capital markets activity, and general corporate finance.
    5. Prepared valuation analyses and client presentations for a number of projects across the healthcare sector, including sell-side and buy-side M&A.
    6. Leveraged buyouts, and debt and equity financings.
    7. Assisted in the due diligence process by conducting research on the target's financial, commercial and operating status in response to buyer inquiries about the company's commercial platform and operations.
Years of Experience
Experience
2-5 Years
Experience Level
Level
Junior
Education
Education
Certificate


Investment Banking Summer Analyst Resume

Objective : Looking to obtain a position that will enable using working skills, educational background, abilities, and experiences to further expand knowledge and work ethics in a positive environment and become an asset to the company.

Skills : Excel, Financial Modeling, Financial Analysis.

Description :

    1. Global Industrials Group Completed a ten-week internship in the Global Industrials Group, culminating in the extension of a full-time offer drafted.
    2. Independently created and delivered a buy-side pitch for a dairy company in the infant formula space to a senior panel Performed precedent.
    3. Worked in rotation across two industry coverage deal teams.
    4. Conducted research on early-stage startups in various technology market segments.
    5. Constructed a model for industry-leading Maritime shipping and holding companies.
    6. Maintained a commitment to customer service while strategically turning calls into sales opportunities.
    7. Responded to inbound customer phone calls about our products and services.
    Years of Experience
    Experience
    0-2 Years
    Experience Level
    Level
    Entry Level
    Education
    Education
    BS In Business Administration

    Investment Banking Summer Analyst Resume

    Objective : Hard-working and dedicated individual looking to improve and utilize personal intellect and professional experience to contribute to the organization's noble goals and simultaneously provide excellent service and opportunities for company development and personal growth.

    Skills : Multi-Task Management, Energetic And Organized, Excellent Communication, Quick Learner, Outstanding Interpersonal.

    Description :

      1. Weekly status report generation using Bloomberg and VBA to eliminate human errors and obtain 100% accuracy.
      2. Generated trade ideas for the equities team.
      3. Helped provide strategic and financial advice to corporate and financial clients in the Commercial & Industrial and Transportation & Logistics.
      4. Responsible for creating and updating complex Excel files, researching and developing reports, and analyses monthly.
      5. Performed daily balance sheet reconciliations for futures, options, and OTC derivatives.
      6. Employed Bloomberg terminal to find up-to-date securities.
      7. Executed corporate finance transactions as part of an investment banking group focused on corporations across a range of sectors.
    Years of Experience
    Experience
    0-2 Years
    Experience Level
    Level
    Entry Level
    Education
    Education
    BS In Business Administration

    Investment Banking Summer Analyst Resume

    Objective : As an Investment Banking Summer Analyst, responsible for Performing financial modeling and valuation analysis on public and private companies: comparable company analysis, precedent transaction analysis, leveraged and discounted cash flow analysis.

    Skills : Inventory Management, Coordinating, Planning, Managing, Strong Leadership, Team Player.

    Description :

      1. Completed a ten-week training and internship program culminating in a full-time return offer.
      2. Compiled research and developed materials to assist.
      3. Analyzed company financial statements, and built top-down Pro-forma financial statements.
      4. Coordinated and supported senior bankers in the interactions.
      5. Member of the deal team on a 66 million IPO transaction.
      6. Performed legal, financial, and business due diligence in cooperation with the target company and drafted product overview in the IPO prospectus.
      7. Analyzed company's financial statement using Excel to assist in evaluating company's financial conditions; wrote a daily report documenting team.
    Years of Experience
    Experience
    0-2 Years
    Experience Level
    Level
    Entry Level
    Education
    Education
    BA In Environmental Economics

    Investment Banking Summer Analyst Resume

    Objective : An experienced and detail-oriented professional that is driven by helping and supporting others and thrives when part of an organization that embodies the same views.

    Skills : Planning Skills, Researching Skills.

    Description :

      1. Assist in presenting accurate and detailed information to clients, creating financial models, and preparing due diligence assignments.
      2. Deliver meaningful market and equity research for the managing director.
      3. Created comparable valuation analysis for the sale of a $590M company in the fertilizer industry.
      4. Researched competitive landscape.
      5. Gained skills and experience including pitch book preparation, development of information memoranda, risk analysis, and matrix design, case studies.
      6. Independently created and delivered a buy-side pitch for a dairy company in the infant formula space to a senior panel.
      7. Worked in rotation across two industry coverage deal teams - Gaming, Lodging & Leisure, and Business & Tech Services.
    Years of Experience
    Experience
    0-2 Years
    Experience Level
    Level
    Entry Level
    Education
    Education
    BA In Environmental Economics

    Investment Banking Summer Analyst Resume

    Objective : Responsible for Assisting in drafting offering memoranda, preparing internal committee memoranda, and creating client pitch books, management, and board presentations.

    Skills : Creative Skills, Developing Skills.

    Description :

      1. Consistently ranked at the top of the analyst class in yearly reviews.
      2. Developed a detailed 3-year monthly forecast model tracking over 50 KPIs and operating metrics.
      3. Performed cohort analyses to determine member LTV and ROI on paid marketing spend.
      4. Performed customer segmentation analyses to explore growth, conversion, and churn by group Sole advisor in the potential $100M sale of an online live video SaaS company.
      5. Developed a detailed subscription revenue forecast model utilizing a trial-to-subscription funnel for the consumer segment and salesforce headcount/quota waterfall for the SMB/enterprise segment.
      6. Conducted independent research to guide forecast assumptions as only 4 months of historical subscription data was available due to the Company's recent pivot from an ad model to a SaaS model Sole advisor in the $230M sale of BinOptics (indium phosphide lasers) to MACOM.
      7. Developed the financial model by working with management to incorporate sales and market dynamics.
    Years of Experience
    Experience
    0-2 Years
    Experience Level
    Level
    Entry Level
    Education
    Education
    BS In Business Administration

    Investment Banking Summer Analyst Resume

    Objective : Providing great customer service with a growing company. Assertive, self-motivated, goal-oriented, organized, and efficient. A team player, bringing enthusiasm and energy into group efforts.

    Skills : Adobe Illustrator, HTML, XML, JSON, Phone Etiquette.

    Description :

      1. Built a funds flow model to illustrate the allocation of proceeds to negotiate the management carveout.
      2. Led the accelerated one-week on-site diligence sessions between the two final parties' executives.
      3. Left book-runner in the $41M IPO and $84M FO of Applied Optoelectronics (fiber optic components).
      4. Managed the process of organizing and tracking buyer outreach efforts throughout the sell-side M&A process, from NDA signing and CIM distribution to management presentations and receipt of bid proposals.
      5. Prepared analyses to enable the target to evaluate bid proposals by comparing purchase price/consideration, timing/diligence status, financing capability, and pro forma capital structure across prospective buyers.
      6. Completed 20 Module training programs including full valuations.
      7. Built and maintained valuation models including trading comps.
    Years of Experience
    Experience
    2-5 Years
    Experience Level
    Level
    Junior
    Education
    Education
    BA In Environmental Economics

    Investment Banking Summer Analyst Resume

    Objective : Looking to acquire a position that will enable utilizing knowledge, education, and experience. Combining strong interpersonal and communication skills, and committed to continual performance development in the workplace.

    Skills : Conflict Resolution, Fast/Adaptive Learning, Critical Thinking & Problem Solving, Statistical Analysis.

    Description :

      1. Solicited, structured, and underwrote over $1 billion in general obligation, revenue, and lease revenue bonds.
      2. Created 50+ presentations and pitch books for client executives and boards providing financial and strategic advice.
      3. Maintained precedent transactions and trading comparables databases.
      4. Performed due diligence including industry and product research, and created memoranda for internal committees.
      5. Conducted analysis and participated in book runner and management discussions for the LipoScience (Nasdaq: LPDX) IPO.
      6. Created the investor circulated Confidential Information Memorandum for a top healthcare services company's LBO.
      7. Built financial models, including 3-statement merger, accretion/dilution, LBO, IPO, and DCF models.
    Years of Experience
    Experience
    0-2 Years
    Experience Level
    Level
    Entry Level
    Education
    Education
    BS In Business Administration

    Investment Banking Summer Analyst Resume

    Objective : Seasoned professional looking to grow and succeed in a dynamic environment. A proven track record of exceeding departmental goals while initiating operational enhancements to improve quality and reduce costs.

    Skills : Inventory Management, Tech Support, Graphic Design, Adobe Creative Suite.

    Description :

      1. Responded to a variety of RFPs, some of which resulted in selections as a senior or co-senior manager.
      2. Provided structuring expertise on senior managed transactions totaling in excess of $1 billion.
      3. Developed automated Excel models to cater to the needs of a variety of issuers when necessary.
      4. Conducted internal analyses and comparisons and presented statistical findings to firm principals.
      5. Created PowerPoint presentation booklets describing specific data-driven financing ideas and structures and presented them at meetings with prominent debt issuers.
      6. Authored comprehensive confidential information memorandum.
      7. Created roadshow presentations for potential investors and assisted client managers in developing concise and effective messaging for investor meetings meant.
    Years of Experience
    Experience
    0-2 Years
    Experience Level
    Level
    Entry Level
    Education
    Education
    BA In Environmental Economics