Investment Banking Associate Resume Sample
Felicita Weimann
394 Genesis Run,
New York,
NY
+1 (555) 328 8013
Work Experience
Investment Banking Associate
03/2016
-
PRESENT
Detroit, MI
- Series 79 & 63 (within 6 months of employment)
- Strong written and oral communication skills; excellent interpersonal skills with ability to maintain relationships at all levels of organization
- Series 7, 79 & 63 licensed
- Series 79 & 63 licensed
- Examining the impact of a transaction on a client’s capital structure and overall strategic objectives
- Take initiative and function independently, balanced with the ability to work in cross-functinoal teams
- Preparation of research material, including the quantitative and qualitative analysis of clients, prospects and specific industries, through the use of Bloomberg, LPC, CapitalIQ and other sources of information
- Development of financial models and financial statement analysis and exhibits that analyze comparative financial performance
Investment Banking Associate, Insurance
06/2013
-
12/2015
Phoenix, AZ
- Coordinate the preparation of multi-product investment banking proposals, marketing materials and memoranda in coordination with the senior members of the team
- Coordinate the preparation of internal credit proposals, involving detailed credit and market analysis in coordination with the senior members of the team
- Manage the internal deal process by coordinating with the Investment Banking Products in New York and the BBVA Compass Commercial Banking team
- Responsible for maintaining accurate and complete deal files and reporting the status of transactions through internal pipeline and P&L reports
- Preparation of internal reports to management
- Work as a part of the deal team to support seniors in deal origination and execution
- Contribute to the production of presentation materials, prepare transaction documents, conduct due diligence and perform market research
Investment Banking Associate, Tech Services
12/2007
-
05/2013
Los Angeles, CA
- Develop financial models
- Understands our firm's approach and policies for managing risks in relevant business and applicable legal and regulatory rules
- Responsible for financial modeling (including, but not limited to pro forma projections of standalone + target, LBO models, complex debt schedules and financial ratios) and preparation of client pitches and marketing presentations (using Powerpoint and Word) under the supervision of a Vice President/Managing Director
- Liaising with investment banking product teams such as M&A, Syndicated Lending, Debt Capital Markets, Ratings Advisory and other Corporate Finance Teams internationally to the extent required
- Identifies emerging market trends and regulatory changes within the investment and advisory domains and develops strategies to secure investment opportunities and expand the firm’s presence within the market
- Well organized and focused on priorities
- Relevant industry work experience in the Communications, Entertainment, & Media space is required, Investment Banking experience is highly desired
Education
National American University - Zona Rosa Campus
2003 - 2007
Bachelor's Degree in Business Administration
Professional Skills
- Excellent interpersonal skills – ability to create and sustain good personal contacts, balancing client requirements and Citi’s priorities
- Excellent communication skills with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
- Outstanding quantitative and qualitative analytical skills (including valuation); strong knowledge of finance and accounting
- Be client facing with strong interpersonal and client management skills
- Strong team orientation and a demonstrated ability to work effectively with team members in multiple groups
- Strong communication skills (both written and verbal) at all organisational levels – attention to detail and clarity
- Be a team player with strong interpersonal skills
How to write Investment Banking Associate Resume
Investment Banking Associate role is responsible for interpersonal, financial, analytical, modeling, analysis, quantitative, finance, accounting, credit, business.
To write great resume for investment banking associate job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Investment Banking Associate Resume
The section contact information is important in your investment banking associate 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 Associate Resume
The section work experience is an essential part of your investment banking associate 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 associate 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 associate position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Investment Banking Associate resume experience can include:
- Demonstrate financial modeling skills, strong quantitative / analytical skills
- Teamwork skills and the ability to communicate ideas and recommendations effectively
- Strategic and creative thinking with excellent written and oral communication skills
- Strong financial analysis skills with the ability to produce presentational material quickly and accurately
- Strong financial analytical understanding and skills
- High level business writing skills, including grammar, style and presentation to develop effective documents
Education on an Investment Banking Associate Resume
Make sure to make education a priority on your investment banking associate 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 associate 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 Associate Resume
When listing skills on your investment banking associate 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 associate skills:
- Investment Banking experience at the Associate level or 3 years of experience at the Investment Banking analyst level is required
- At least three years of corporate finance experience in financial/professional services or relevant experience in mining or engineering
- Tremendous analytical skills, including business, financial, valuation and credit analysis
- · Superior client interaction skills and commitment to serving the client
- Experience in transaction advisory / services, investment banking, or related experience
- Investment banking experience (required), and proven ability to manage transaction processes
List of Typical Experience For an Investment Banking Associate Resume
1
Experience For Investment Banking Associate, Insurance Resume
- Able to work under pressure, communicate clearly and work effectively as part of a team
- Exceptional skills in quantitative analytics and financial modeling
- Interest in or prior experience in the healthcare sector is preferable
- Effectively project manage clients and internal teams
- Superior skills in written and oral communications
- Experience or demonstrated interest in the Healthcare industry
- Solid understanding of capital markets and financial modeling
2
Experience For Experienced Investment Banking Associate Resume
- 3 – 4 years of Investment Banking or Accounting / Finance work experience, ideally in the insurance sector
- Excellent understanding of corporate finance and accounting
- MBA from a leading program or previous experience as an investment banking Analyst / Associate
- Previous experience in Investment Banking and Real Estate are highly desired
- Previous investment banking experience in the Media and Entertainment industry is highly desired
- Research and compile market data relating to prior or future transactions
- Composure and confidence to manage multiple (and sometimes conflicting) priorities
3
Experience For Investment Banking Associate, Tech Services Resume
- Demonstrated commitment to staying up-to-date on industry trends
- Thrive in a fast paced, deadline driven environment with a proven commitment to turning in consistently high quality work as a self-starter
- Two to five years of relevant experience in investment banking or corporate strategy/business development
- Demonstrated interest in gaining domain expertise in the U.S. healthcare industry
- Investment banking, M&A transaction experience
- Between 3 and 5 years of relevant work experience
- Manage and prioritize competing requests from different areas of the business
- Post-undergraduate investment banking or related field experience required
4
Experience For Investment Banking Associate, Software Resume
- Strong attitude for team orientation
- Six (6) years of progressively responsible experience in the areas listed above
- Proven ability to manage transaction processes
- Strong academic background crucial
- 3 – 4 years of work experience in an Associate role
- Proven track record in an international bank highly advantageous
- Work experience in a financial role
- Previous experience in Natural Resources
5
Experience For Investment Banking Associate, Germany Resume
- Proven academic achievement and intellectual ability
- · Ability to exercise judgment, prioritize tasks and work on multiple engagements
- Previous experience with financial market data tools, software and programs including CapitalIQ, ThomsonOne, Bloomberg, SharkRepellant, and Intralinks
- Experience in the Real Estate sector
- At least one year of M&A experience at the Associate level
- Assisting in the development of strategic advice and defense tactics for clients involved in or preparing for shareholder activism campaigns
- Exhibiting a mastery of accounting principles and how to incorporate them into financial analysis
- Developing and updatinge analyses to support marketing activity; and coordinate with bankers on delivery of project work
6
Experience For Investment Banking Associate Year Resume
- Leading internal banking team, as well as product and industry partners, to drive the project/deal forward and deliver a client-ready work product
- Playing an important role in firm marketing, deal origination, and recruitment efforts
- Maintaining regular and frequent dialogue with product partners as well as regional partners on the ground to assist with relationship maintenance
- Training and development of junior analysts
- Liaising with product partners and the Bankers
- Managing the transaction and due diligence processes process (organisation of data room, Q&A sessions, etc) with both Citi and client teams
7
Experience For Investment Banking Associate, Mining Resume
- Performing industry research and analysis
- Preparing presentations, materials and pitchbooks for clients
- Working with clients and colleagues to execute strategic transactions
- Creating statistical exhibits and trend analysis of financial performance for client and internal presentations
- Providing analytical findings to deal teams
- Understanding credit ratings methodology
8
Experience For Investment Banking Associate, Industrials Resume
- Playing key leadership roles in the transaction execution process
- Playing key roles in the transaction execution process
- Preparing information memorandums
- Managing transaction diligence
- Building a variety of financial models to value potential clients
- Conducting sophisticated financial analysis and relevant industry research
- Creating detailed financial models used for valuation (DCF, LBO, merger plans, accretion/dilution, comparable company and transaction analysis)
9
Experience For Investment Banking, Associate Resume
- Engaging in negotiation activities
- Assisting in the formulation of buyer/investor lists for sell-side M&A mandates
- Developing strategic alternatives analyses and presentations for buy-side M&A mandates
- Analyzing detailed corporate and financial information
- Preparing presentations and other materials for both internal and external clients
- Participating in the due diligence process and execution of financings and M&A transactions
- Providing oversight and guidance to analysts' work
10
Experience For Investment Banking Associate Consumer & Retail Resume
- Gathering and synthesizing financial and operating information about companies and industries
- Preparing presentations and information memorandums
- Performing extensive valuation and analyses
- Supervising due diligence process with investors
- Performing extensive valuation analyses
- Source Sourcing and create creating pitch and marketing materials
- Support marketing, structuring and execution of investment banking transactions
- Organisational – managing demands from several sources, working to deadlines and managing offsite analyst timetables
- Draft thought pieces/white papers in key sectors of coverage, including aerospace & defense, paper and packaging and industrial technology
List of Typical Skills For an Investment Banking Associate Resume
1
Skills For Investment Banking Associate, Insurance Resume
- Successive relevant experience within investment and/or corporate banking experience based on business requirements
- Hone your skills by working closely with senior bankers and client senior management on a variety of transactions
- Prior investment banking and/or capital markets experience
- Strong attention to detail and ability to balance competing priorities, timelines and requests
- Financial modeling, including experience with three-statement financial modeling, including detailed operating builds and capital structure scenarios
- Experience in investment banking, leading accounting or consulting
- Relevant experience in investment banking including mergers and acquisitions and /or corporate finance or principal investing would be considered an asset
2
Skills For Experienced Investment Banking Associate Resume
- Experience in an Investment Banking setting
- Build and maintain strong relationships with product groups, including M&A, ECM, DCM, and corporate banking
- Highly skilled in building complex financial models and applying valuation techniques
- Experience training and working with junior resources
- Previous experience in investment banking, equity research or at a major accounting firm
- Experience in analysing financial data and financial modelling
- Proven knowledge of corporate finance, accounting and financial modeling
- Approximately 2-3 years of Investment Banking experience
- Experience in Financial Institutions Investment Banking
3
Skills For Investment Banking Associate, Tech Services Resume
- Experience in Healthcare Investment Banking or M&A
- Previous experience in the Technology Investment Banking sector
- Investment banking Associate level experience
- Demonstrated capability for analysis and strategic thinking
- Experience working with hospitals and ancillary services
- One to two years of Associate-level investment banking experience
4
Skills For Investment Banking Associate, Software Resume
- Two or more years of transaction-related experience, including a significant amount of M&A transactions, preferably at an investment bank
- Strong proficiency in MS Office applications, including Excel and PowerPoint
- Investment banking experience either in corporate finance or capital markets
- Two to four years of relevant finance experience, preferably in investment banking or private equity, is required
5
Skills For Investment Banking Associate, Germany Resume
- Transactional experience including M&A, debt capital markets and restructurings, both in and out of court
- Transactional experience, including M&A and capital markets advisory
- Experience in investment banking, law, strategic consultancy or a similar financial services profession
- Work experience in investment banking or finance related field
- Develop and maintain a strong understanding of the energy industry as well as the overall financial markets
- Strong teamwork orientation, unquestionable honesty and integrity, intellectual curiosity and dedication to providing the best product to clients
- Experience with DCF Modeling
- Exercises good judgment in assessing risks and rewards of new business opportunities
- Experience at the Investment Banking Analyst level
6
Skills For Investment Banking Associate Year Resume
- · Superior analytical, quantitative and financial modeling skill
- Any suitable combination of experience, education, or training is acceptable
- At least three years of Leveraged Finance, commercial banking or related finance experience
- Demonstrated academic and professional achievement
- Proven ingenuity and resourcefulness
- Demonstrated ability to maintain and grow a positive team culture
- Strong ability to attentively review, assess and provide detailed information on multiple projects in an organized manner
7
Skills For Investment Banking Associate, Mining Resume
- Organizing, preparing for, and presenting at client meetings, drafting sessions and road show stops
- Preparing marketing documents, including pitch materials, confidential offering memoranda, management presentations, fairness opinions and board presentations
- Collecting and analysing company information to assist with transactions and marketing efforts, including;
- Performing quantitative analysis by reviewing, and organising and analysing financial data
- Acting with personal integrity and ethical standards by proactively communicating expectations, and identifying and escalating compliance and control issues
- Managing, developing and mentoring analysts and other support staff
- Creating and diligencing complex financial analysis/models, including in-depth valuation analysis
8
Skills For Investment Banking Associate, Industrials Resume
- Serving as the lead contact and trusted resource for clients and internal team members when conducting and discussing relevant financial analysis
- Executing M&A, Capital capital raising or debt financing mandates on behalf of the client
- Managing Analysts, which includes fostering their training and development
- Developing marketing materials and delivering sections of client presentations
- Analyzing alternative investment portfolios, including intensive company and fund modelling
- Interacting with institutional investors and soliciting their interest on behalf of clients
- Supervising and developing analyst-level bankers
- Performing complex financial modeling and valuation analysis as part of client / industry evaluations
- Writing thoughtful, concise and persuasive offering memorandums
9
Skills For Investment Banking, Associate Resume
- Preparing and delivering presentations
- Performing extensive valuation and pricing analyses
- Supervising and developing analyst level bankers
- Networking – maintaining close contact with partners within Citi
- Understanding of credit documentation, including credit agreements and indentures
- Financing - Debt and Equity Capital Raising
10
Skills For Investment Banking Associate Consumer & Retail Resume
- Creating and defending valuation analyses and models (public comparables, historical M&A transactions, discounted cash flow, etc.)
- Driving the development of marketing materials and industry intelligence
- Researching and developing pitch materials
- Creating and managing data rooms
- Participating in and conducting due diligence sessions
- Executing on any other support services required to assist in closing an engagement
- Supporting senior bankers in their relationship management responsibilities, including interaction with current and prospective clients
- Participating and organizing management presentations
- Conducting due diligence and supervising a team of analysts and associates
List of Typical Responsibilities For an Investment Banking Associate Resume
1
Responsibilities For Investment Banking Associate, Insurance Resume
- Strategic Assessment – work with Group leaders to develop solutions to clients’ business strategy and corporate finance needs and participate in client meetings communicating our advice
- Investment Banking experience
- Prepare marketing materials, including confidential information memorandums and management presentations to support sell-side mandates
- Proficiency in financial modeling techniques using Excel
- Development, training, and mentoring of new analysts
- Work directly with senior bankers and clients on deal execution, structuring, and origination
2
Responsibilities For Experienced Investment Banking Associate Resume
- The incumbent works under general supervision with guidance from Senior Investment Banking Associates and/or deal team leader
- Drive the delivery of sector content, financial analysis and deal structuring under the guidance of the senior members of the team
- Articulate and creative, offering practical solutions
- Hard-working, motivated and committed attitude with the ability to function as part of a team
- Create advisory solutions through producing pitch materials for clients
- Assist senior bankers in identifying potential advisory ideas for clients
- Identify trends with clients, the clients’ industry, and overall merger & financing market in order to understand clients’ needs
- Manage expectations of senior bankers, analysts and clients while working on projects simultaneously
3
Responsibilities For Investment Banking Associate, Tech Services Resume
- Participates in M&A, corporate finance (debt, public, and private equity) and restructuring assignments
- Manage, from start to finish, financing and M&A transactions
- Preparation of offering memoranda, pitch books and other material related to M&A transactions, financings, valuations and fairness opinions
- Preparation of transaction marketing materials and high quality client deliverables
- Prepare marketing documents, pitch materials, confidential information memoranda, board presentations, management presentations, etc
- Create valuation analysis, including comparable companies, comparable transactions, discounted cash flows, etc
- Create detailed operating financial models
4
Responsibilities For Investment Banking Associate, Software Resume
- Want to contribute to the Citi community, through teamwork, leadership and mentoring
- MBA from a leading program
- In-depth knowledge of investment banking, market, industry sector and/or financial products
- Comfort in working directly with senior client executives and PE firms
- At least one year as an investment banking associate required
- Expertise in financial computer applications and database management tools including MS Excel and other Microsoft Office products
- Knowledge of credit, due diligence, and running internal deal / approval processes
- Knowledge of financial accounting concepts and corporate finance valuation
5
Responsibilities For Investment Banking Associate, Germany Resume
- Top academic performance with comfort operating in an unstructured environment which values initiative, creativity, maturity, and poise
- Financial modelling for valuation, strategic analysis and capital structure purposes
- Support client business development through the development of marketing materials and pitches
- Provide execution expertise in the areas of M&A, DCM and other financing assignments
- Strategic Assessment and Transaction Planning
6
Responsibilities For Investment Banking Associate Year Resume
- Knowledge and mastery of accounting and finance concepts
- Local (or willing to relocate) to the Los Angeles, CA area
- Assist with the training and mentorship of more junior team members
- Create pitch books for clients outlining strategic and capital structure solutions and participate in client presentations
- Analyze financial and capital market information, valuations, financing alternatives, and capital structures
- Conduct industry research and analysis to assist in the identification and/or analysis of potential or actual business or financing opportunities
- Directly manage a diverse portfolio of private and middle market companies with progression toward increasing client responsibility
- Review and continually monitor performance of existing accounts and client relationships
- Identify new areas of investment/ banking opportunities to diversify client portfolios
7
Responsibilities For Investment Banking Associate, Mining Resume
- Support development of marketing or pitch materials
- · Creating financial analysis and strategic business analysis
- · Assisting with client development (coordinate data with clients, assist in presentation of new ideas to clients)
- · Working on teams (coordinate with team members, deliver projects on a deadline)
- · Tracking business development (collect research, analyze industry trends)
- · Responsible for the development and coaching Analysts, act as a mentor and role model
- Responsible for the development and coaching Analysts, act as a mentor and role model
8
Responsibilities For Investment Banking Associate, Industrials Resume
- Supervises the analyst’s performance expectations and evaluation criteria
- Produces factual and accurate information that’s presented to the client
- The position is in San Francisco
- Successfully completed FINRA Series 63 (or 66) exams to qualify for immediate registration (or FINRA recognized equivalents)
- Successfully completed FINRA Series 79 exam to qualify for immediate registration (or FINRA recognized equivalents)
- Prepare client presentations and other deliverables such as financial models and business metrics
- Facilitate the due diligence process for transactions
- Conduct thorough research on companies and industries
- Perform valuation analysis for private companies
9
Responsibilities For Investment Banking, Associate Resume
- Assist in various firm projects and operational activities
- Expert-level proficiency with PowerPoint and Excel
- Demonstrated the ability to manage analysts and officers in support of new business activities or execution of an engagement, is comfortable working with the client to gather information and develop materials for deal execution
- Proficiency in the use of spreadsheets, graphing, and presentations with a working knowledge of financial models
- Opportunity to work with senior coverage officers to develop new business opportunities, including client visit, pitches and follow ups
- Manage and work with analysts on deal execution and risk management across multiple product offerings
- Besides candidates with banking background, we welcome candidates with buy-side (public and private equity), research, consulting and multinational business development and M&A experience
- Other essential skills required for this role include: strong analytical and quantitative skills and high proficiency with Excel, Word and PowerPoint presentation
- Participate in firm-wide activities, including recruiting, mentoring, and firm committees
10
Responsibilities For Investment Banking Associate Consumer & Retail Resume
- Involved in both corporate finance (debt, public and private equity) and M&A transactions
- Creation and oversight of presentations to senior management and board members of clients and prospective clients
- Preparation of offering memoranda, internal committee memoranda, pitch books and other material related to M&A transactions, private equity and debt financings, valuations and fairness opinions
- Preparation of comprehensive financial models and valuation analyses including discounted cash flow, comparable company, precedent M&A transactions, LBO and merger consequence analyses
- Participating in internal and client meetings throughout the deal process as necessary
- Oversight of Analysts on deal teams and assist in training and mentoring of Analysts
- Participation in on-campus recruiting and in-office interviewing processes to further build the firm’s franchise
- Travel to client offices and operating sites throughout the United States
- Coordinating transaction execution and perform business due diligence, including client visits, analysis of business models, and comprehensive review of industry trends and related regulations
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