Investment Banking VP Resume Sample
Roxanne Robel
5803 Kovacek Lake,
Chicago,
IL
+1 (555) 268 0691
Work Experience
Investment Banking VP
06/2017
-
PRESENT
Boston, MA
- Liaise with Citi’s network to develop the relationships globally
- Manage clients’ expectations and effectively engage in difficult discussions with clients
- Opportunity to develop world class broad based banking and client relationship skills
- Participate/lead in selling/pitching the Firm’s services/products to new clients and referral sources
- Manage a diversity of investment banking projects on a growing platform
- Manage and organize project teams, provide relevant performance feedback and mentor junior bankers
- Plan, target and assess new business opportunities, as well as follow up and periodic contact with key industry participants
- Be active in working with firm professionals to identify mutual calling opportunities among investment banking clients and prospects
- Conceptualize opportunities, analyze accurately all ramifications and sell the idea and convert it into a quality, completed project
Investment Banking VP-financial Institutions Group
03/2011
-
02/2017
Dallas, TX
- Understand the operations of client's business and lead all phases of the due diligence process
- Gain client senior banker confidence
- Have complete working knowledge of significant tax, legal and financial reporting matters to support client projects
- Understand firm’s software, databases and other data sources and ensure that they are being used effectively
- Insure complete accuracy and professional quality on all written documents
- Relevant transaction experience of working on a wide array of investment banking projects including due diligence, mergers, acquisitions, private placements and financial advisory roles required
- Proven leadership skills and ability to handle projects with multiple work-streams and success over a wide variety of functional business problems required
- Excellent presentation skills, including strong oral and writing capabilities required
Investment Banking VP-consumer & Retail
01/2004
-
12/2010
Chicago, IL
- Contribute to annual revenue targets set forth by senior management by identifying, recommending, and closing new deal opportunities to be entered into the firm
- Participate in selling/pitching the firm’s services/products to new clients and referral sources
- Develop/define equity offering strategies and appropriately communicate and advise corporate clients
- Lead the execution of various equity offering strategies on behalf of the firm’s clients
- Maintain institutional investor relationships that can be leveraged to market transactions and provide client feedback in deal and non-deal settings
- Identify and target new business opportunities
- Maintain real-time capital market knowledge and macro and microeconomic themes that drive equity markets and investor sentiment
- Providing high level leadership and execution support to senior bankers by generating ideas, overseeing various financial analyses, developing financial models and executing recommendations for clients and prospective clients
- Thinking proactively and creatively to understand client needs and subsequently identifying Regions products and services, or other unique, actionable ideas that can help clients achieve their goals
Education
California Miramar University
1999 - 2004
Bachelor's Degree in Finance
Professional Skills
- Responsible of the preparation of marketing materials, presentations and documents (pitch books, fact sheets, confidentiality agreements, engagement letters, information memoranda, process letters, data rooms, offering documents, etc.) with the support of two junior bankers
- Prior work experience in Investment Banking required, preferably in Financial Sponsors Coverage and/or Leveraged Finance
- Managing several projects at once with the ability to work effectively as a supervisor, individually, or as part of a team
- Providing guidance and training to junior bankers
- Providing leadership and accountability for select client relationships and prospecting opportunities
- Performing comprehensive and in-depth company and industry research, and peer benchmarking
- Participating in client meetings, client planning sessions and weekly product partner meetings
How to write Investment Banking VP Resume
Investment Banking VP role is responsible for reporting, recruiting, training, credit, finance, financial, banking, clients, leadership, presentation.
To write great resume for investment banking vp job, your resume must include:
- Your contact information
- Work experience
- Education
- Skill listing
Contact Information For Investment Banking VP Resume
The section contact information is important in your investment banking vp 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 VP Resume
The section work experience is an essential part of your investment banking vp 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 vp 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 vp position you're applying to.
The work experience section should be the detailed summary of your latest 3 or 4 positions.
Representative Investment Banking VP resume experience can include:
- Leading the preparation and driving the content of client and prospect related materials, including pitches, proposals, client marketing and other associated offering documents and analyses
- Maintain a regular dialogue with private equity firms to present William Blair’s financing expertise and credentials
- Partner with coverage and product bankers to prospect and pitch financing transactions to private equity firms and their portfolio companies
- Develop, manage and institutionalize relationships with private equity firms and their key decision makers
- Identify high-quality leveraged finance prospects within private equity clients’ portfolios
- Leverage relationship network to connect and heavily influence positive outcomes
Education on an Investment Banking VP Resume
Make sure to make education a priority on your investment banking vp 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 vp 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 VP Resume
When listing skills on your investment banking vp 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 vp skills:
- Work experience including 5-7 years of corporate and universal banking experience or comparable experience in the industry vertical
- Leading a group of Analysts and Associates while building a team-oriented culture of excellence
- Participating in the recruitment, development, training, and oversight of Analysts and Associates
- Understand each covered private equity firm’s financing strategies, approach and decision making
- The position sits within the Investment Banking Division’s Financial Institutions team
- Increase the private equity community’s awareness of William Blair’s financing capabilities
List of Typical Skills For an Investment Banking VP Resume
1
Skills For Investment Banking VP-financial Institutions Group Resume
- Significant experience in originating and executing book run equity capital market transactions across multiple industries; with a focus in healthcare
- Networking - Maintaining close contact with product partners within Citi
- Be a team player that fosters sense of teamwork and community by participating in recruiting, reviews, mentoring, and firm committees
- Apply and utilize all theoretical and practical aspects of financial and valuation analyses
- Client Skills: Able to win the confidence of clients; sensitive to clients’ needs in both anticipating and delivering upon requests; able to build strong, long-term business relationships
- Time Management: Able to organize and prioritize multiple tasks and responsibilities; able to follow through and meet deadlines; able to manage expectations appropriately; able to use firm’s resources efficiently
- For Corporate Finance. Strong transaction skills, with demonstrated ability to pitch and execute the firm’s array of products (private equity, private placements, public equity, convertibles and M&A); knows the markets for each product; comfortable analyzing and advising upon the appropriateness of financial alternatives
2
Skills For Investment Banking VP-financial Sponsors Group Resume
- Product Knowledge - Strong transaction skills, with demonstrated ability to pitch and execute the firm’s array of products (M&A, public equity, private placements, private equity, convertibles, etc.); knows the markets for each product; comfortable analyzing and advising upon the appropriateness of financial alternatives
- Proven ability to lead transaction processes and pitch new business with minimal senior banker oversite
- Networking - Maintaining close contact with product and risk specialists partners within Citi
- Work on multiple projects and transactions
- Advanced knowledge of capital markets, M&A or syndicated/leveraged finance
- Collaborative approach and the ability to manage expectations of senior bankers, other deal team members and clients
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