Investment Banking Resume Sample
Gilberto Bode
1151 Sven Extensions,
New York,
NY
+1 (555) 553 2146
Work Experience
Investment Banking Director
12/2017
-
PRESENT
Chicago, IL
- Understanding the financial impact of decisions on the client’s organization
- Experience as a business analyst experience in the financial industry
- Experience in System Integration across multiple applications
- Experience with Agile SDLC
- Peers at other financial institutions, private equity groups, industry associations, and other professionals on a regular basis to promote CIBC’s interests and maintain knowledge of their area of specialization
- Work experience within the Financial Services Industry with at least one year of audit experience
- Project-based involvement on risk management initiatives LI-SC1
- Coordinate the preparation of monthly/quarterly regulatory reporting requirements through partnership with regional Product Controllers and Central CIB Reporting
Investment Banking
08/2015
-
08/2017
New York, NY
- Telecommunications, Media/Entertainment & Technology
- Resources (energy and mining)
- Interact with senior investment bankers and business line management while working independently and with minimal supervision
- Analyze complex situations and provide guidance to clients in time sensitive situations
- Self starter with the initiative to resolve issues as they arise
- Other units of CIBC World Markets including Corporate Banking, Debt Capital Markets, and Investment Banking to recommend and execute transactions
- Some relevant experience e.g. in other financial institutions, accountancy firms, rating agencies or buy-side investors
Investment Banking Summer Intern
10/2012
-
05/2015
San Francisco, CA
- Ensure consistency in analyzing forecast and actual results; investigate discrepancies across regions and provide consolidated commentary on businesses
- Knowledge of Business Objects (CDGL, GXM, etc.) and FDW
- Financial products like equity and debt capital markets, and debt structuring and distribution
- Private placements and principal investing
- In North America, the industries we cover include
- Diversified Goods & Services
- Infrastructure & Utilities
Education
DeVry University's Keller Graduate School of Management
2006 - 2011
Bachelor's Degree in Finance
Professional Skills
- Proven experience of strategic management and leadership skills with experience of managing large global teams with multi cultural understanding
- Proven experience of strategic management and leadership skills with experience of managing large global teams with multicultural understanding
- Excellent client relationship skills and interpersonal skills
- Execute quickly and effectively - strong influencing skills and ability to get things done in a complex matrix organisational structure
- Have a combination of strong financial/analytical skills, excellent communications abilities and be adept at financial modeling and valuation; and,
- Excellent organisation and time management skills including ability to prioritise
- Excellent written and verbal communication and interpersonal skills along with a strong client-servicing attitude
How to write Investment Banking Resume
Investment Banking role is responsible for interpersonal, analytical, financial, excel, modeling, powerpoint, presentation, microsoft, business, communications.
To write great resume for investment banking job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Investment Banking Resume
The section contact information is important in your investment banking resume. The recruiter has to be able to contact you ASAP if they like to offer you the job. This is why you need to provide your:
- First and last name
- Telephone number
Work Experience in Your Investment Banking Resume
The section work experience is an essential part of your investment banking resume. It’s the one thing the recruiter really cares about and pays the most attention to.
This section, however, is not just a list of your previous investment banking responsibilities. It's meant to present you as a wholesome candidate by showcasing your relevant accomplishments and should be tailored specifically to the particular investment banking position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Investment Banking resume experience can include:
- Strong interpersonal skills and ability to communicate effectively (written and verbal)
- Excellent technical skills in Microsoft Office Suite, including extensive experience using Excel and PowerPoint
- Strong interpersonal and influencing skills, with the ability to establish credibility and strong partnership with business partners
- Strong quantitative, analytical and modeling skills with sound knowledge of financial, accounting and operational concepts
- We are open to hiring at the Associate or Director level based on skills and experience
- Demonstrated quantitative, analytic and modeling skills
Education on an Investment Banking Resume
Make sure to make education a priority on your investment banking resume. If you’ve been working for a few years and have a few solid positions to show, put your education after your investment banking experience. For example, if you have a Ph.D in Neuroscience and a Master's in the same sphere, just list your Ph.D. Besides the doctorate, Master’s degrees go next, followed by Bachelor’s and finally, Associate’s degree.
Additional details to include:
- School you graduated from
- Major/ minor
- Year of graduation
- Location of school
These are the four additional pieces of information you should mention when listing your education on your resume.
Professional Skills in Investment Banking Resume
When listing skills on your investment banking resume, remember always to be honest about your level of ability. Include the Skills section after experience.
Present the most important skills in your resume, there's a list of typical investment banking skills:
- Excellent written and oral communication skills, supplemented by good presentation skills
- Strong modelling skills in both DCF and LBO, and possess a proven track record in M&A/Corporate Finance related transactions
- Strategic and creative thinking skills; distinguished written and oral communications skills
- Excellent coordination, organizational, time-management and work prioritization skills
- Excellent knowledge on process management with good project management skills
- Excellent interpersonal skills, to actively participate in developing and maintaining productive client relationships
List of Typical Experience For an Investment Banking Resume
1
Experience For Investment Banking Director Resume
- Experience in project management and securities processing (5-8 years of industry or related experience)
- Understanding of Conflict Of Interest Process and experience in compliance
- Ensure consistency in analyzing forecast and actual results; investigating discrepancies across regions and providing consolidated business commentary
- Preferably 2-5 years of work experience in investment banking or related fields, including exposure to M&A, Leveraged Finance or Restructuring
- Business management and reporting experience within the Investment Banking / Consulting industry
2
Experience For Analyst, Investment Banking Resume
- Excellent knowledge of corporate finance, capital markets and financial products/services including formal product and credit training from a major institution
- Previous experience working on a global platform and having exposure to cross-boarded transactions is highly desired
- Meet ambitious revenue and other financial goals by establishing and maintaining a strong pipeline of episodic deals
- A demonstrated commitment to acting with integrity
- Excellent working knowledge of Microsoft Office (Word, Excel, Outlook, Powerpoint) and financial software (i.e. Bloomberg or other)
- Experience in Investment Banking (corporate finance/M&A) or equivalent
- A demonstrated proficiency in the assessment of unstructured business problems
3
Experience For Executive Assistant, Investment Banking Resume
- A proven record of academic success, teamwork and extracurricular activities
- Profound experience in a financial institution, including direct client relationship management responsibilities
- Relevant experience in Finance/Business Management
- Establish good relations with various stakeholders
- Leading financial analysis including building and reviewing financial models
- Preparing client presentations, including compiling data and assembling presentation materials
- Assisting in financing structuring, underwriting transaction evaluation, due diligence and execution
- Logging, documenting and following up on Risks/Issues through completion
4
Experience For Associate, Investment Banking Resume
- Tracking, analyzing and investigating Debt Capital Markets RWA, Liquidity Outflow, spot and average balance sheet and related performance measures
- Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time
- Supporting drafting of prospectuses, related documentation and marketing materials for transactions
- Performing financial analysis including valuation and modeling
- Developing, maintaining and reviewing complex financial models and valuation analysis
- Creating and tracking Project and Test plans
- Analyzing Volcker metrics for accuracy, providing key variance commentary
- Creating marketing materials and presentations
- Identifying and developing business opportunities with clients
5
Experience For VP, Investment Banking Resume
- Performing other tasks supporting client relationships and business development
- Planning and arranging extensive overseas travel arrangements – e.g. visas, flights and accommodation
- Preparing pitch books to support your sector’s ongoing business development initiatives
- Overseeing deliverables and managing processes of team to ensure delivery of high quality, client ready materials
- Assisting with the training and development of junior team members
6
Experience For Director, Investment Banking Resume
- Building and maintaining client coverage for Asia based Consumer corporates and investors
- Updating SG Control Room’s record keeping systems where necessary (e.g. where in receipt of a material update / document)
- Constructing and analyzing financial models (mainly LBOs)
- Liaising with clients, external advisers and professional consultants
- Helping to prepare cross-product client pitches
- Handling regular and various ad-hoc queries of the Business Unit
- Conducting business, industry and capital markets research
7
Experience For Oil & Gas Investment Banking Resume
- Generating corporate finance ideas and strategies
- Processing of expense reports and invoices in a timely manner
- Assisting in complex negotiations on behalf of our clients
- Presenting to Scotiabank’s corporate clients
- Preparing selected pages for clients’ presentations to rating agencies
- Assisting in the creation and preparation of client presentations
- Supporting a team of approx. 6-8 bankers
- Managing the transaction process (organisation of data room, QandA sessions, etc.)
8
Experience For Corp Investment Banking Resume
- Managing the various phases of project and transaction execution processes
- Drafting situation analyses, pitch materials, information memoranda, investor and management presentations
- Ongoing engagement with a diverse range of middle-office and front-office stakeholders
- Building and maintaining client coverage for China based Transport and Transport Infrastructure corporates and investors
- Working knowledge of quality assurance methodologies,
- Participate in building the business over the long term by developing individual expertise and contributing to enhancing the J.P. Morgan franchise
- Provide subject matter expertise on the calculation, booking and accounting policies relating to syndicate fees for JPM Lead and non-Lead deals
- Manage strategic planning, budgeting process for Investment Banking in conjunction with our finance
- On going lead and for various ad-hoc strategic initiatives and internal management meetings (including business review meetings. Weekly management meetings)
9
Experience For Head of Human Resources, Investment Banking Resume
- Develop and manage Baird’s Junior Banking recruiting program
- Manage Baird’s Investment Banking recruiting professionals
- Co-Chair Baird’s Junior Banking Recruiting Committee
- Participate in cross functional teams and liaising with other units of CIBC Capital Markets in executing mandates
- Provide daily regulatory advice to Investment Banking, including Structured Finance, Client Coverage, Asset Backed Products and Equity/Debt Capital Markets
- High level of responsibility in managing and coordinating activities around bankers
10
Experience For Investment Banking Summer Associate Resume
- Understudy Managing Director on certain accounts or transactions, depending on the size and complexity of the client or transaction
- Responsible for tracking and submitting all office expenses
- Reserves and manages resources such as conference rooms, event catering, supplies, and materials during programs
- Understudy to an Executive Director or Managing Director on certain accounts or transactions, depending on the size and complexity of the client or transaction
- Research, analyze, present and document drafting elements of a developing transaction
- Familiarity and comfort with quantitative analysis, financial concepts, accounting and computer modeling
List of Typical Skills For an Investment Banking Resume
1
Skills For Investment Banking Director Resume
- Excellent verbal and written communication skills with well-developed presentation skills
- Deep skills and experience in systems strategy, development, systems engineering and delivery / support
- Strong analytical and numerical skills (financial modeling)
- Excellent mathematical, writing, interpersonal, communication and technical (computer) skills
- Manage competing priorities and strong project management experience
- Good communication skills; ability to explain financial and statistical analyses verbally and in writing
2
Skills For Analyst, Investment Banking Resume
- Strong analytical and excel modelling skills
- Excellent interpersonal and presentation skills, to actively participate in teamwork and client interaction
- Effective time management, organisational and planning skills
- Strong computer skills, specifically Microsoft Excel, Word, and PowerPoint
- Highly effective written and oral English communications skills
- Excellent communication skills, Written and verbal Mandarin is required
- Excellent organizational skills with the ability to work under pressure and meet deadlines
- Strong team player who is able to work effectively in a team environment
- Excellent interpersonal and communication skills, able to communicate with senior management
3
Skills For Executive Assistant, Investment Banking Resume
- Strong quantitative, communication, interpersonal skills and ability to convey ideas
- Excellent interpersonal skills as well as written and oral communication abilities
- Direct experience in, and a solid understanding of, financial modeling and valuation
- Demonstrates a comprehensive understanding of the current Investment Bank operating model and the business environment in which we operate
- Demonstrate a strong consultancy orientated background – not necessarily for a consulting firm
- Proficient in Unix/Linux in terms of commands and everyday trouble-shooting skills
- High-level marketing skills to originate capital markets transactions and agent/arranger business
4
Skills For Associate, Investment Banking Resume
- Good working knowledge/experience of PPM tools (preferably Navigator/Jira)
- Approximately 2+ years of Investment Banking experience at the Associate level or 1 year of experience at the Vice President level
- Effectively and extensively interact with all levels (from entry level analysts through managing directors)
- Advanced skills in financial analytical, sales, presentation, client relationship management, organizing, leadership and interpersonal relationship management
- Exceptional financial modeling/valuation and analytical skills
5
Skills For VP, Investment Banking Resume
- Comfort using the latest technology, with superior Excel and PowerPoint skills in particular
- Current or prior experience in Investment Banking (1-3 years)
- In addition, the Houston office is looking for candidates with prior exposure to and strong interest in the energy industry
- Superior communication skills, with the ability to explain financial analyses verbally and in writing
- Relevant experience within investment banking or related finance experience
6
Skills For Director, Investment Banking Resume
- Investment banking or private equity experience required, preferably with infrastructure/project finance experience
- Relevant work experience in an Investment Banking environment; experience with C-Suite management an added advantage
- Breadth and depth of understanding of Barclays group goals, direction and strategy which effectively link to Investment Bank strategy
- Application of detailed valuation/financial modelling skills
7
Skills For Oil & Gas Investment Banking Resume
- Great client focusing communication skills, both written and oral
- Solid experience in working with all stages of software development lifecycle
- Good application architecture and design experience
- The chance to develop a deep analysis skillset through performing valuations, financial modelling, credit, capital structure and financial returns analysis
- Strong execution experience in M&A, equity and familiarity with leveraged debt products
- Strong business communication experience (previous stakeholders being front office)
- Experience of of Investment Banking Technology experience is required
- Strong experience at a financial institution
- Superior valuation and analytical skills
8
Skills For Corp Investment Banking Resume
- Sophisticated interpersonal skills utilized within a team environment and in client interaction
- Gain strong command of new systems (P2P, Citi Travel & Expense) along with strong knowledge of Citi processes
- Effectively builds commitment and excitement across multiple stakeholders in a complex, global organization
- Team player mentality, and ability to effectively interact with a wide variety of internal groups and clients
- Implementing and measuring the effectiveness of group policies for Conduct Risk in IT
- Managing end-to-end elements of syndicate transactions, requiring coordination and strong relationships with both internal and external counterparts
- Working experience for or selling financial information into IB firms
9
Skills For Head of Human Resources, Investment Banking Resume
- Understanding of business, economics and/or finance acquired through education/ experience/personal interest
- Outstanding academic achievement, leadership experience and peer recognition
- Experience defining and executing Test Strategies, Test Plans, conducting or facilitating System, Integration and Acceptance testing
- Have experience architecting and implementing systems, performance and capacity monitoring
- One to three years of work experience in investment banking, accounting, consulting or other similar roles
- Strong background in tax-exempt financing, investment banking, commercial lending and/or financial advisory services required
- Demonstrates a comprehensive understanding of the business environment including a detailed understanding of contexts and requirements of clients
- Desired work experience (3– 5 years) includes equity research, management consulting, accounting, banking and/or energy
10
Skills For Investment Banking Summer Associate Resume
- Desired work experience (3– 5 years) includes equity research, management consulting, accounting, banking and/or retail
- Good understanding of the current regulatory environment and impact to investment banking
- Experience of delivering large scale change in banking or financial organisation
- Good working knowledge IB systems and domain including Fixed Income securities across various products such as rates, FX, commodities, equities, prime etc
- Experience with investment banking and traditional banking products or other relevant wholesale financial services products
- Demonstrated understanding of Investment Banking, and/or corporate finance and credit products, as well as associated systems and processes
- Significant experience with investment banking products including M&A, ECM, DCM and Corporate Derivatives
- Previous investment banking or mining industry corporate finance / development experience is required
- Technical oil and gas Geo-Tech experience (mapping of relevant variables in the subsurface and ability to manipulate data for mapping)
List of Typical Responsibilities For an Investment Banking Resume
1
Responsibilities For Investment Banking Director Resume
- Very strong written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
- Strong quantitative / analytical skills, attention to detail and client focus
- Excellent numeracy and communication skills
- Strong technical/computer skills (Excel, Word, PowerPoint, Bloomberg, Capital IQ)
- Strong technical/computer skills (Excel, PowerPoint, Bloomberg, FactSet)
- Strong technical/computer skills (Excel, Word, PowerPoint, relevant Market Data services)
- Strong communication and presentation skills – ability to translate complex business problems and solutions into easily consumable content
- Proven direct sourcing skills and ability to leverage internal and external networks to identify, assess, cultivate and deliver the best talent
2
Responsibilities For Analyst, Investment Banking Resume
- Strong technical skills and knowledge of MS Office 2010
- Demonstrated verbal and written communication skills, with the ability to communicate to all levels within the organization
- Strong communication, quantitative, and written skills
- Excellent interpersonal and presentation skills to actively participate in teamwork and client interaction
- Effective management/supervisory skills - ability to lead, delegate and manage junior staff
- Analytical skills and mind-set and creative problem solving ability able to take ideas and feedback in a professional and courteous manner
3
Responsibilities For Executive Assistant, Investment Banking Resume
- Strong dedication to the team and excellent work ethic
- Professional maturity, personal integrity and polished interpersonal skills
- Capability to apply oral and written communication skills to create a positive impression and professional rapport
- Any prior Banking and Financial Services experience
- Communicate effectively across all levels of the organization Job
4
Responsibilities For Associate, Investment Banking Resume
- Prior implementation experience on process framework implementation and cross functional team management
- Experienced at planning, implementing and monitoring transitional programmes and at leading the delivery of major programmes and projects
- Prioritize client facing work with competing internal demands managing the business
- Significant experience in originating and executing book run equity capital market transactions across multiple industries; with a focus in technology
- In-house recruiting and/or agency experience focused in a front office Investment Banking environment
- Significant hands-on experience and aptitude recruiting investment banking professionals across the full range of industry and products groups
5
Responsibilities For VP, Investment Banking Resume
- Experience managing investment banking transaction execution teams
- Experience in Investment Banking
- Administrative experience in Investment Banking
- Validate revenue drivers through risk positioning & market moves
- Desire for a Media experience during the Associate years
- Desire for a technology experience during the Associate years
- Desire for a Real Estate experience during the Associate years
- Good working knowledge of Cash Equities and Equity Derivatives systems
6
Responsibilities For Director, Investment Banking Resume
- Strong understanding of software languages, platforms and methodologies such as SDLC and Agile
- Experience in the field of accounting or finance
- Investment banking experience an asset
- Real Estate M&A background from a leading domestic or international investment bank, with at least two/three years’ experience
- Good understanding of financial markets and products and willingness to learn
7
Responsibilities For Oil & Gas Investment Banking Resume
- 3 – 7 years’ experience working as Geo-Tech in the oil and gas industry
- Relevant experience in the financial services and investment banking industry
- Investment Banking transaction experience in IB Coverage or M&A or another relevant role is required
- Relevant work experience in an Investment Banking environment
- Experience working as Geo-Tech in the oil and gas industry
8
Responsibilities For Corp Investment Banking Resume
- Good understanding of oil and gas concepts as they relate to geotechnical applications
- A proven record of excellence in investment banking specific to mergers, acquisitions and capital markets
- Strong ability to influence and manage complex processes
- Strong initiative and ability to start on tasks with minimal direction needed
- AVP level experience in either operations or product control
- Analysis of deal documentation for validation and calculation of Debt Capital markets revenues for P&L reporting and commentary
9
Responsibilities For Head of Human Resources, Investment Banking Resume
- Strategic mind and demonstrated passion for HR/Talent and ability to create and impact world-class thinking on the topic
- Excellent leader and manager who has led high-performing and achievement-oriented teams that have delivered success
- Full breadth of strategic advisory and financing (equity, equity linked and debt) experience
- Previous experience managing employees required
- At least ten years of experience in an office management or operations role within the professional services industry
- Establish good relations with various stakeholders (internal and external)
- High level, complex diary management whilst exercising judgment concerning priority
10
Responsibilities For Investment Banking Summer Associate Resume
- Leveraged Finance or Credit Risk experience is required
- Build strong networks and relationships with clients and their EAs
- At least three years of relevant experience in financial services
- Proven ability to identify trends and articulate, present and support conclusions to senior audiences (in both written and verbal format)
- Experience in large system development in an object-oriented or functional language such as Python, Java, C++ or C#
- Extremely organised and ability to multi-task and prioritise
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