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 :
- Created models from scratch to forecast financials, illustrate corporate events, and analyze special situations.
- Executed various M&A transactions from start to close by building financial forecast models, drafting marketing and board presentations.
- Conducting market research, and coordinating due diligence processes.
- Determined valuations of technology companies using DCF, leveraged buyout, and comparables analyses.
- Analyzed capital markets data to recommend offering parameters to clients contemplating financing.
- Established training programs for the incoming analysts with best practices and Excel modeling techniques.
- Started and coordinated the group's junior-level recruiting, leading to 9 interns and 7 full-time hires.
Experience
0-2 Years
Level
Entry Level
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 :
- Performed valuation analyses using various methodologies including discounted cash flow, leveraged buyout, trading comparables, and transaction comparables.
- Advised clients on strategic acquisitions, mergers, joint ventures, hostile takeovers, buyouts, and takeover defense.
- 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.
- Prepared presentation (PitchBook) materials for use in client meetings, covering topics such as strategic alternatives, capital markets activity, and general corporate finance.
- Prepared valuation analyses and client presentations for a number of projects across the healthcare sector, including sell-side and buy-side M&A.
- Leveraged buyouts, and debt and equity financings.
- 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.
Experience
2-5 Years
Level
Junior
Education
Certificate
Investment Banking Summer Analyst Resume
Objective : Summer Analyst is an entry-level investment banking position where the candidate will learn and develop skills in a variety of areas, including securities analysis, financial modeling, quantitative techniques, risk management and regulatory topics.
Skills : Excel, Financial Modeling, Financial Analysis.
Description :
- Global Industrials Group Completed a ten-week internship in the Global Industrials Group, culminating in the extension of a full-time offer drafted.
- Independently created and delivered a buy-side pitch for a dairy company in the infant formula space to a senior panel Performed precedent.
- Worked in rotation across two industry coverage deal teams.
- Conducted research on early-stage startups in various technology market segments.
- Constructed a model for industry-leading Maritime shipping and holding companies.
- Maintained a commitment to customer service while strategically turning calls into sales opportunities.
- Responded to inbound customer phone calls about our products and services.
Experience
0-2 Years
Level
Entry Level
Education
BS In Business Administration
Investment Banking Summer Analyst Resume
Objective : Investment Banking Summer Analyst is responsible for the day-to-day operations of our investment banking group. This includes being a key member of the portfolio management team, preparing and managing client files and accounts, executing a daily agenda, and working on internal reports.
Skills : Multi-Task Management, Energetic And Organized, Excellent Communication, Quick Learner, Outstanding Interpersonal.
Description :
- Weekly status report generation using Bloomberg and VBA to eliminate human errors and obtain 100% accuracy.
- Generated trade ideas for the equities team.
- Helped provide strategic and financial advice to corporate and financial clients in the Commercial & Industrial and Transportation & Logistics.
- Responsible for creating and updating complex Excel files, researching and developing reports, and analyses monthly.
- Performed daily balance sheet reconciliations for futures, options, and OTC derivatives.
- Employed Bloomberg terminal to find up-to-date securities.
- Executed corporate finance transactions as part of an investment banking group focused on corporations across a range of sectors.
Experience
0-2 Years
Level
Entry Level
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 :
- Completed a ten-week training and internship program culminating in a full-time return offer.
- Compiled research and developed materials to assist.
- Analyzed company financial statements, and built top-down Pro-forma financial statements.
- Coordinated and supported senior bankers in the interactions.
- Member of the deal team on a 66 million IPO transaction.
- Performed legal, financial, and business due diligence in cooperation with the target company and drafted product overview in the IPO prospectus.
- Analyzed company's financial statement using Excel to assist in evaluating company's financial conditions; wrote a daily report documenting team.
Experience
0-2 Years
Level
Entry Level
Education
BA In Environmental Economics
Investment Banking Summer Analyst Resume
Objective : Investment Banking Summer Analyst is responsible for a broad range of tasks that support the production of investment banking services. This includes in-depth research, analysis, and modeling for potential deals and corporate finance advisory work.
Skills : Planning Skills, Researching Skills.
Description :
- Assist in presenting accurate and detailed information to clients, creating financial models, and preparing due diligence assignments.
- Deliver meaningful market and equity research for the managing director.
- Created comparable valuation analysis for the sale of a $590M company in the fertilizer industry.
- Researched competitive landscape.
- Gained skills and experience including pitch book preparation, development of information memoranda, risk analysis, and matrix design, case studies.
- Independently created and delivered a buy-side pitch for a dairy company in the infant formula space to a senior panel.
- Worked in rotation across two industry coverage deal teams - Gaming, Lodging & Leisure, and Business & Tech Services.
Experience
0-2 Years
Level
Entry Level
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 :
- Consistently ranked at the top of the analyst class in yearly reviews.
- Developed a detailed 3-year monthly forecast model tracking over 50 KPIs and operating metrics.
- Performed cohort analyses to determine member LTV and ROI on paid marketing spend.
- 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.
- 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.
- 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.
- Developed the financial model by working with management to incorporate sales and market dynamics.
Experience
0-2 Years
Level
Entry Level
Education
BS In Business Administration
Investment Banking Summer Analyst Resume
Objective : Investment Banking Summer Analyst will be responsible for the overall performance of the team. This position is expected to interact with partners, advisors, and other investment banking firms on a daily basis.
Skills : Adobe Illustrator, HTML, XML, JSON, Phone Etiquette.
Description :
- Built a funds flow model to illustrate the allocation of proceeds to negotiate the management carveout.
- Led the accelerated one-week on-site diligence sessions between the two final parties' executives.
- Left book-runner in the $41M IPO and $84M FO of Applied Optoelectronics (fiber optic components).
- 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.
- 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.
- Completed 20 Module training programs including full valuations.
- Built and maintained valuation models including trading comps.
Experience
2-5 Years
Level
Junior
Education
BA In Environmental Economics
Investment Banking Summer Analyst Resume
Objective : Investment Banking Summer Analyst is responsible for managing, developing, and presenting investment banking business plans to senior management. The Investment Banking Summer Analyst will support the firm's Investment Banking Associates by providing them with a strong foundation for their first year of work.
Skills : Conflict Resolution, Fast/Adaptive Learning, Critical Thinking & Problem Solving, Statistical Analysis.
Description :
- Solicited, structured, and underwrote over $1 billion in general obligation, revenue, and lease revenue bonds.
- Created 50+ presentations and pitch books for client executives and boards providing financial and strategic advice.
- Maintained precedent transactions and trading comparables databases.
- Performed due diligence including industry and product research, and created memoranda for internal committees.
- Conducted analysis and participated in book runner and management discussions for the LipoScience (Nasdaq: LPDX) IPO.
- Created the investor circulated Confidential Information Memorandum for a top healthcare services company's LBO.
- Built financial models, including 3-statement merger, accretion/dilution, LBO, IPO, and DCF models.
Experience
0-2 Years
Level
Entry Level
Education
BS In Business Administration
Investment Banking Summer Analyst Resume
Objective : Investment Banking Summer Analyst is responsible for developing and executing on investment banking deal flow, generating new leads, and managing existing relationships.
Skills : Inventory Management, Tech Support, Graphic Design, Adobe Creative Suite.
Description :
- Responded to a variety of RFPs, some of which resulted in selections as a senior or co-senior manager.
- Provided structuring expertise on senior managed transactions totaling in excess of $1 billion.
- Developed automated Excel models to cater to the needs of a variety of issuers when necessary.
- Conducted internal analyses and comparisons and presented statistical findings to firm principals.
- Created PowerPoint presentation booklets describing specific data-driven financing ideas and structures and presented them at meetings with prominent debt issuers.
- Authored comprehensive confidential information memorandum.
- Created roadshow presentations for potential investors and assisted client managers in developing concise and effective messaging for investor meetings meant.
Experience
0-2 Years
Level
Entry Level
Education
BA In Environmental Economics
