Investment Banking Division Resume Sample
Kelley Runte
75458 Lionel Mills,
Philadelphia,
PA
+1 (555) 859 4443
Work Experience
Investment Banking Division Financial Controlling Manager
05/2018
-
PRESENT
Los Angeles, CA
- Meet all regulatory requirements
- LI-CSJOB LI-CSJOB LI-CSJOB LI-CSJOB
- Providing professional and confident representation of the bankers’ office
- Active role in managing client relationships in the bankers’ absence; regular interaction with executives at the highest level
- Providing advice and interpretation of Morgan Stanley’s policies and regulatory requirements, working with Division lawyers, providing advice on Listing Rules, Takeover Code and other laws and regulations
- Delivering reviews to support the delivery of the team’s overall Compliance Plan
- Diary management for team, including co-ordination of internal and external meetings, calls, video conferences (including across time-zones and GS global offices). Maintain team diaries and contacts
- General administration, including printing and binding presentations for client meetings; document copying and scanning; and assist the banking team with document editing and formatting (PowerPoint, Word)
- Telephone answering is a priority – assist clients wherever possible and provision of excellent client service at all times
Investment Banking Division
09/2015
-
01/2018
Houston, TX
- Travel – book flights and accommodation for team, including knowledge and awareness of banker and relevant client activities and travel policy guidelines
- Expenses – process expense reports for team of bankers within strict deadlines. Communicate expense guidelines and policy changes to team
- Takes the lead on issues ensuring seamless service
- Highly numerate with good knowledge of fixed income products gained at a top tier investment bank
- Excellent communication skills, able to articulate issues clearly and succinctly to senior management
- Managed IPV processes and delivered IPV improvements
- Proven control focus and control background
Investment Banking Division Personal Assistant
03/2009
-
05/2015
San Francisco, CA
- Travel – book flights and accommodation for junior team, including knowledge and awareness of banker and relevant client activities and travel policy guidelines
- Dinner – ordering and collecting dinners for bankers each evening (from local restaurants)
- Expenses – process expense reports for team of bankers within strict deadlines
- Communicate expense guidelines and policy changes to team
- Guide family office clients in achieving their strategic and financial objectives
- Research family office investors and landscape
- Participate in transaction process related to family office buyers alongside industry / execution teams
- Extensive, complex diary management, including co-ordination of internal and external meetings, calls, video conferences (including across time-zones and GS global offices). Maintain team diaries and contacts
- Liaising with client EAs to arrange meetings and calls
Education
University of Connecticut - Stamford Campus
2005 - 2009
Bachelor's Degree in Economics
Professional Skills
- Advanced Outlook skills required ? for contacts maintenance and diary scheduling, including time zones. Advanced skills in Word
- Strong communications, multitasking and time management skills
- Strong financial analytical capabilities and verbal and writing communication skills
- Strong quantitative and analytical skills with sound knowledge of financial, accounting and operational concepts
- Strong experience in Banking, working with multinational corporate clients for a global financial services firm
- Strong communications, multitasking and time management skill
- Prior experience within Emerging Markets especially Russia focused is essential
How to write Investment Banking Division Resume
Investment Banking Division role is responsible for english, credit, finance, languages, analytical, multitasking, securities, retail, marketing, printing.
To write great resume for investment banking division job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Investment Banking Division Resume
The section contact information is important in your investment banking division 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 Division Resume
The section work experience is an essential part of your investment banking division 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 division 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 division position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Investment Banking Division resume experience can include:
- Current experience as an investment banking Associate or Vice President (or related financial position) with at least 5 years of experience
- Fluent in English, French, Ukrainian and Arabic; ability to communicate effectively in multiple languages is helpful
- Fluent in English and Arabic is essential; ability to communicate effectively in multiple languages is helpful
- Fluent in English, French and Arabic is essential; ability to communicate effectively in multiple languages is helpful
- Fluent in English is essential. Hebrew and Arabic language skills are desirable
- Prior experience with the Power and Utilities sector is essential
Education on an Investment Banking Division Resume
Make sure to make education a priority on your investment banking division 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 division 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 Division Resume
When listing skills on your investment banking division 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 division skills:
- Excellent team player with demonstrated good management skills
- Strong communication skills, analytical skills, fluent in English and Mandarin
- An inspiring team leader who takes pride in being a role model and in effectively inspiring team-mates in a fast-paced and high-pressure operating environment
- Ideally have at least 1 year of IBD work experience with proven record in executing transactions
- A role which effectively engages Business Partners / HR Advisors on compensation options regarding trends and makes recommendations as applicable
- Fluent in English and another European language; ability to communicate effectively in multiple languages is helpful
List of Typical Experience For an Investment Banking Division Resume
1
Experience For Investment Banking Division Financial Controlling Manager Resume
- Proven track record of owning and managing issues
- ? experience within Investment Banking
- Hands-on IBD experience in deal support or transaction support, preferably with exposure Technology deals or transactions
- Professionally and confidently managing client communications in bankers’ absence; regular interaction with senior level executives
- Day-to-day provision of strategic corporate finance advice to the bank’s clients
- The group provides business information, administration and helpdesk support globally
- Collaborate with IBD Legal and Compliance on the review and implementation of policies, procedures and requirements LI-JG1
2
Experience For Investment Banking Division HKG Resume
- Exposure to FIG is essential
- Analyzing and advising on a broad range of financial matters to companies’ managements, boards and shareholders and coordinate with legal, regulatory, accounting and other advisors
- Work in partnership with senior and experienced professionals and be actively involved in execution of high-profile and prominent transactions in the Asia Pacific region LI-JG1
- Work in partnership with senior and experienced professionals and be actively involved in execution of high-profile and prominent transactions in the Asia Pacific region
- Live deal execution (onshore and offshore bond products)
- Participate in and conduct due diligence sessions and maintain client communication to help Goldman Sachs structure client transactions
- Advise IBD bankers on legal, policy, reputational and commercial issues on specific IBD matters (e.g., conflicts, business practices, non-standard opinions, regulatory issues, conducting business in new markets around the globe)
- IBD Legal members are frequently called upon to provide advice and answer questions or to become involved in resolving issues or problems that arise, often in difficult situations involving extreme time pressure and client sensitivity
- Financial advisory / private placement assignments
3
Experience For Investment Banking Division, Coverage, VP Resume
- Assist in reviewing and negotiating the terms of financial advisory engagement letters relating to strategic transactions, private placement agency letters as well as other agreements and letters entered into by the Firm with IBD clients
- Advise IBD/ECM bankers and the corporate repurchase desk in the Securities Division on 10b5-1 plans and other corporate repurchase programs; negotiate and draft repurchase plans and documents with corporate clients
- Advise on, develop and implement new policies, standard procedures, documentation and best practices in response to changes in law and regulation as well as business practices and objectives
- Train bankers on new developments, best practices and legal and compliance matters
- Originate and primarily execute IPOs and equity transactions across all industry sectors
- Lead client negotiations, Q&A process and management interviews
4
Experience For Legal, Investment Banking Division Attorney Resume
- Build up strong partnerships with key stakeholders in client organizations and other advisers such as other banking or financial institutions, legal and accounting professionals…etc
- Coordinate project deliverables and timetables with other advisers
- Work in collaboration with colleagues in IBD and other Business Units such as Legal and Compliance
- Ensure the completion of necessary due diligence and execution of IPOs and transactions in accordance with Firm Policy and processes
- Keep abreast of and share with team-mates key market intelligence and key developments in the industry
- Work in partnership with senior and experienced professionals and be actively involved in execution of high-profile and prominent transactions in the Southeast Asia region
- Proficiency (including pricing and structuring skills) in macro markets and products including: Interest rates, FX, commodities, credit and structured finance products
- Ability and interest in transitioning between multiple topic areas (FX, Rates, Commodities, Credit, Structured Finance)
5
Experience For Senior Compensation Head for the Investment Banking Division Resume
- Professionally and confidently managing client communications in bankers' absence; regular interaction with senior level executives
- Work in partnership with senior and experienced professionals and be actively involved in execution of high-profile and prominent transactions in the Southeast Asia region. LI-GK2
- Gather company data and operating information on companies across various TMT verticals
- Be actively involved in execution of high-profile and prominent transactions in Australia and broader Asia Pacific region
- Corporate finance experience required (whether in IBD classic or the financing group, or previously at a corporate or an investment bank outside the firm)
6
Experience For Product Contoller for the Investment Banking Division Resume
- Work with relevant divisions on establishing IBD business quality control policies and procedures, define the goal, responsibilities, standard and procedures for quality control over IBD business, including IPO, follow-on offerings, corporate bond, M&A, and other types of investment banking business
- Previous experience within Natural Resources is essential, Basic Materials is desirable
- Perform other responsibilities required by regulators and/or the firm internally in relation to quality control function
- And above investment banking business team execution experience or IBD quality control working experience, familiar with the rules and regulations related to securities industry, solid accounting, legal and financial knowledge, familiar with the investment banking transaction process; and
- Play an important role in the execution on a deal or proposals including but not limited to financial analysis, financial modeling, credit analysis, industry research, preparation of offering memoranda and interacting with our clients
- Prepare various presentation and pitch materials
7
Experience For Investment Banking Division Compliance Manager Resume
- Support senior team members in day-to-day project management and coordination with other professional parties
- Prepare materials to support internal approval processes
- Day-to-day deal execution and project management
- Regular interaction with senior team members and client management teams
- Create and analyze financial models
- Create and prepare client presentations
- Help drive the entire transaction processes
8
Experience For Investment Banking Division Compliance Officer Resume
- Participate in and conduct due diligence sessions - a necessary component of financial transactions
- Provide clients in the Real Estate, Gaming and Lodging Industry with strategic advice on corporate finance policy, acquisition and divestiture strategy, and financing needs
- Analyse accounting and regulatory statements, debt and equity filings, merger and acquisition (M&A) agreements, legal documents, financial projections and models as prepared in various formats by clients
- Build and review financial models including operating models, M&A and leveraged buy-out (LBO) models, incorporating corporate finance concepts, accounting principles and regulatory and tax requirements
- Draft offering documents, including prospectuses and sales memos, and create management presentations, rating agency presentations, and presentation materials for clients
9
Experience For Investment Banking Division, Analyst Resume
- Supervise and coordinate the work of analysts on the team, coordinate with senior team members, clients, and other advisors during deal pitches and execution, and manage transactions through internal committee approvals
- Familiarity with EMEA Media and Communications sector and corporate landscape is essential
- Familiarity with EMEA Technology sector and corporate landscape is desirable but would consider candidates from a Communications & Media background
- Familiarity with EMEA healthcare sector and corporate landscape is essential
- Fluent in English & Russian is essential
- Fluent in English & Vietnamese is essential
- Corporate finance experience required (whether in IBD classic or the financing group, or previously at a corporate or an investment bank outside the firm)
10
Experience For Icg-investment Banking Division Resume
- Fluent in English, French and Portuguese; ability to communicate effectively in multiple languages is helpful
- Maintain strong relationships with our 3rd party vendors
- Corporate finance experience required (whether in IBD classic or the financing group, or previously at a corporate or an investment bank outside the firm)
- Italian/Spanish language skills
- Corporate finance or real estate finance experience required (whether in IBD classic or previously at a corporate or an investment bank)
List of Typical Skills For an Investment Banking Division Resume
1
Skills For Investment Banking Division Financial Controlling Manager Resume
- Proven relevant work experience within Investment Banking
- Prior experience within FIG is essential
- Fluent in English and Spanish; ability to communicate effectively in multiple languages is helpful
- Preferably 2 years' experience as an administrative assistant, or 4 years' experience in a customer service field
- Preferably 2 years’ experience as an administrative assistant, or 4 years’ experience in a customer service field
- Working closely with experienced bankers on the team and across other groups
2
Skills For Investment Banking Division HKG Resume
- Hands-on experience within IBD or Corporate Financing with a well-regarded investment banking platform with elite financial institutions
- Investment banking experience including exposure to the FIG sector
- Relevant experience with Corporate Broking and ECM is required
- Corporate finance experience required (whether in IBD classic or the financing group, or previously at a
3
Skills For Investment Banking Division, Coverage, VP Resume
- Relevant experience within Corporate Broking is required
- Previous Investment Banking (corporate finance/M&A) experience is required
- Current experience as an investment banking Vice President (or related financial position)
- Current experience as an investment banking Analyst / Associate (or related financial position)
- Investment Banking experience, preferably within Consumer, Retail and Healthcare
4
Skills For Legal, Investment Banking Division Attorney Resume
- Investment Banking (corporate finance/M&A) experience or equivalent
- Current experience as an Investment Banking Associate
- Excellent knowledge of accounting and corporate finance concepts
- Relevant Investment Banking (corporate finance/M&A) experience required
- Experience within Investment Banking, preferably within the credit or fixed income areas
5
Skills For Senior Compensation Head for the Investment Banking Division Resume
- Telephone answering is a priority - accurate and prompt messages and assistance
- Strong performer, currently eligible for a transfer to / mobility in Sydney
- Corporate finance experience required, but not necessarily in capital markets
- Corporate finance experience required, but not necessarily in leveraged capital markets
- Corporate finance experience required (whether in IBD classic or the
- Corporate finance experience required (whether in IBD classic or previously at a corporate or an investment bank)
- A strong network of client relationships with Asian corporates and financial institutions necessary
6
Skills For Product Contoller for the Investment Banking Division Resume
- Proven exposure to syndicated loans, acquisition finance, mezzanine finance, US private placements, Euro bonds, and hybrid issues a distinct advantage
- Corporate Finance experience required (whether in IBD classic or previously at a corporate or an investment bank)
- Hands-on IBD experience in deal support or transaction support at Associate level
- Ideally have Real Estate sector knowledge or a strong interest in the sector
- Previous experience within Healthcare is essential
- Good knowledge of general business and corporate cultures, team player
- Desktop experience and the efficiency of their workflow
7
Skills For Investment Banking Division Compliance Manager Resume
- Managing and assisting in the execution of corporate finance transactions (including M&A and equity capital markets transaction)
- Supervising Associates and Analysts on various banking transactions
- Performing financial, strategic and transaction structuring analyses
- Establishing themselves as one of the key points of contact for the Firm’s relationship with the UKLA
- Evaluating clients’ strategic landscape and make recommendations on potential strategic actions
- Assisting bankers – general administration tasks, source and collate research information, news runs and project materials as
8
Skills For Investment Banking Division Compliance Officer Resume
- Providing support, mentorship and supervision to junior team members
- Supervise the deal teams to complete archiving of working documents in accordance with relevant requirements, review the archiving; and
- Guide clients, including companies, governments and private individuals, in their achieving their strategic and financial objectives
- Offer coaching and mentoring to junior team-mates
- Assist in structuring transactions
9
Skills For Investment Banking Division, Analyst Resume
- Compile, summarise, and analyse large quantities of financial and operating data
- Travel ? book flights and accommodation for team, including knowledge and awareness of bankers, relevant client activities and
- Travel – book flights and accommodation for team, including knowledge and awareness of bankers, relevant client activities and
- Utilize knowledge of corporate finance, derivatives and financing to assist with the client dialogue and solutions
- Prepare presentations and marketing materials Basic Qualifications
- Contribute to the development of KM and Corporate Finance analysis tools, using both 3rd party and SecDB, to improve junior bankers
- Legal advisor to the Investment Banking Division
10
Skills For Icg-investment Banking Division Resume
- Work cohesively with team-mates in CFX to manage IPOs, debt and equity financing transactions
- Review financial models and analytics compiled by junior team-mates to facilitate marketing and execution of transactions
- Refine marketing and execution documentation to ensure maximum client impact
- Assist and supervise relevant stakeholders in IBD transactions to perform ongoing supervision, trustee and bond duration management responsibilities
- Exposure to Consumer/Retail Investment Banking transactions is essential
- Participation in client meetings on both execution and business development projects and active contribution to presentation during the meetings
- Healthcare Services (Managed Care/HMOs, Hospitals, Healthcare Information Technology and Distribution and Other Pharmaceutical Services)
- A challenging role leading and managing a global team to execute Compensation process initiatives through successful analysis and delivery of annual compensation management for the Investment Banking, Fixed Income, Equities and related support areas
List of Typical Responsibilities For an Investment Banking Division Resume
1
Responsibilities For Investment Banking Division Financial Controlling Manager Resume
- Hands-on IBD experience in deal support or transaction support at Associate/ Analyst level
- Excellence – able to identify opportunities to optimize a team’s talents and an ability to contribute to profitability and efficiency
- Native level communication in Japanese
- 1~2 year Associates of hands-on IBD experience in deal support or transaction support, preferably with exposure to equity deals or transactions in the Technology sector
- Commitment to excellence and delivery of the highest quality work product
2
Responsibilities For Investment Banking Division HKG Resume
- Commitment to delivery of highest quality work product
- Fluent in English and excellent oral and written communication skills are essential; ability to communicate effectively in multiple languages is helpful, however, not a necessity
- Fluency in both English and Mandarin is essential
- Fluent written and spoken English and Mandarin Chinese
- Fluent written and spoken English and Mandarin; Cantonese advantageous but not essential
- Responsibility for orchestrating the execution, implementation, and administration of global compensation programs and policies to help effectively attract, retain, and motivate employees
- Application of comprehensive knowledge of the departmental business in a practical and proactive manner
3
Responsibilities For Investment Banking Division, Coverage, VP Resume
- Preparation of customized compensation analytics by division based on business needs
- Corporate repurchase programs
- Fluency in a Nordic language
- Interest in the Consumer/Retail/Healthcare/Real Estate sectors
- Maintain client communication
- Fluent Mandarin desirable
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