Investment Banker Resume Samples

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Z Hegmann

Zula

Hegmann

2413 Angie Burg

Dallas

+1 (555) 681 8025

2413 Angie Burg

Dallas

Phone

p +1 (555) 681 8025

Experience Experience

New York, NY

Investment Banker

New York, NY

Bernhard-Pagac

New York, NY

Investment Banker

To support the development and management of relationships at senior levels and provide advice and analyze local market conditions for decision making
Manage and support the development of junior investment bankers
Working with Associates and Analysts in development of pitch books and related client materials
Conduct oversight or preparation and review of investment memoranda and management presentations
Developing relationships with client executives
Make sound and balanced judgments (and always within professional, ethical, regulatory and legal standards)
Developing relationships with junior executives at our clients

Boston, MA

Cib-equity Capital Markets Investment Banker

Boston, MA

Gaylord-Zemlak

Boston, MA

Cib-equity Capital Markets Investment Banker

Work independently, producing high quality work by totally leveraging and accessing the Firm
Play a key role in maintaining and fostering a strong positive culture within the team
Understudy Managing Directors on certain accounts or transactions, depending on the size and complexity of the client or transaction
Participate in the origination and execution of equity transactions, including initial public offerings, follow-on equity offerings and convertibles
Develop a clear identity within ECM and the FIG sub-sector in particular
Participate in substantial day-to-day client contact and client servicing
Begin to build long-term external relationships and manage client relationships. This should include conducting new business presentations and developing new ideas for business at a relevant client level

present

New York, NY

Investment Banker Senior

New York, NY

Fadel and Sons

present

New York, NY

Investment Banker Senior

present

Effectively manage projects with supervisory responsibility
Supervise preparation and review of investment memoranda and management presentations
Conduct pitches and management presentation meetings
Participate in industry conferences, panel discussions and industry association boards
Implement all aspects of due diligence investigation, negotiation and closing of transactions
Conduct strategic and financial research
Supervise preparation and review of materials used in the sale, acquisition and/or financing of our clients

Education Education

Bachelor’s Degree in Business Administration

Kean University

Bachelor’s Degree in Business Administration

Skills Skills

Excellent interpersonal skills and impeccable attention to detail
A history of relevant transaction experience, are a team player and are able to work under material time pressures with the ability to produce presentation materials and financial analysis quickly and accurately
Solid financial analysis skills, with the ability to produce accurate presentation material quickly (you get it, and can communicate it to others)
Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Excellent analytical, quantitative and research skills
Strong teamwork and personal productivity skills in a fast paced, high pressure environment
Excellent interpersonal skills to actively participate in developing and maintaining productive relationships with corporate executives
Strong financial analysis skills and are committed to a career in investment banking
3-8 years' experience gained from working in ECM, investment banking, accountancy, law, strategy consultancy or a similar financial services profession
Ability to travel, occasionally overnight

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6 Investment Banker resume templates

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Investment Banker Resume Examples & Samples

Undertaking comprehensive financial analysis, financial modelling and valuation
Assisting senior bankers in execution of transactions, including due diligence, documentation and liaising with other external advisers
Developing relationships with client executives
Preparing presentations, pitch books and marketing materials

Investment Banker Resume Examples & Samples

Minimum 5 years of relevant investment banking or corporate finance experience preferred
Deal execution experience is essential
Excellent English, fluent Mandarin preferred

Investment Banker Financial Institutions Group Resume Examples & Samples

Seek to understand client's needs, provide solutions and maintain relationships
Consider market drivers; work to increase the returns of current and future products and services
Generate new ideas and creative approaches which move the business forward

Investment Banker Resume Examples & Samples

Cover client advisors and clients across different market teams on corporate finance or financing advisory service
Create customized pitch and review materials, and be involved in other broad coverage activities
Lead discussion on the appropriate solutions with the clients
Collaborate with other product partners within Investment Banking and Wealth Management Division to determine the best solutions for clients
Provide product training to client advisors

Investment Banker VP, CME Resume Examples & Samples

Transaction execution, new business presentations and meetings, and other such duties, in the CME sector
Identifying and pursuing investment banking business opportunities in furtherance of agreed budgets and plans
Other such duties, responsibilities and authority as may be reasonably required, consistent with the purposes for which you are being hired and your background, experience and prior business activity

Investment Banker Resume Examples & Samples

Structuring M&A transactions using bank, bond and bridge financing vehicles
Overseeing Associates and Analysts in development of pitch books and related client materials
Proactively identify operational risks/ control deficiencies in the business

Investment Banker Resume Examples & Samples

To assist the Joint Heads of CCS China in their origination efforts, transaction execution, and managing risk for the country
To support the development and implementation of the business strategy and relevant business model in China IB businesses
To support the development and management of relationships at senior levels and provide advice and analyze local market conditions for decision making
To ensure that the strategy of the organization is in line with the overall strategy of the businesses that you support and is communicated and put into practice
To represent the organization internally and externally as a senior level executive for your respective area
Participate in overall management of the China operation of UBS Investment Bank

Life Sciences Investment Banker Resume Examples & Samples

2-8 years experience as an Analyst or Associate level
Candidate can come out of Investment Banking or Private Equity Analysis
Must have knowledge in the Life Sciences sector

Investment Banker Analyst Resume Examples & Samples

Work as an integral part of the Investment Banking Team in executing all facets of the deal process
Financial analysis and valuation work
Strategic and financial research
Complex financial modeling
Preparation of materials used in the sale, acquisition and/or financing of our clients
Preparation of investment memoranda and management presentations
Bachelors degree in a relevant field with exceptional academic credentials with academic coursework or internship in finance or related field, pursuing Masters of Business Administration or equivalent education and related training
One year of work experience with a quantitative background
Must complete Financial Industry Regulatory Authority Series 79 or equivalent and 63 licenses
Excellent analytical, quantitative and research skills
Strong teamwork and personal productivity skills in a fast paced, high pressure environment
Well rounded interpersonal skills
Superb verbal, written and presentation skills

Investment Banker Resume Examples & Samples

Identify and meet clients' needs in the most effective way
Build and sustain strong relationships with both internal and external clients as well as focusing on identifying and tailoring solutions for clients' needs through in-depth analysis
Manage transaction execution activities for clients
Manage and support the development of junior investment bankers
Identify and examine problems in order to understand and generate options; recommend solutions which are logical, reasonable and realistic
Show determination, effort and enthusiasm to deliver results – take initiative, originate action and keep work flow moving
Act within professional, legal, ethical and risk boundaries and guidelines
Demonstrate flexibility and tolerate changes in methods and approaches
Maintain performance and confidence in difficult, stressful, ambiguous and challenging circumstances

Investment Banker Assoc Resume Examples & Samples

Conduct financial analysis and valuation work
Prepare materials used in the sale, acquisition and/or financing of our clients
Prepare investment memoranda and management presentations
Foster relationships with existing and potential clients in order to generate new business
Effectively manage people and projects
Bachelors degree in a relevant field or equivalent education and related training
Three years of work experience with a quantitative background
Must complete Financial Industry Regulatory Authority Series 79 or equivalent and 63 licenses
Must be self-motivated and able to work with minimal supervision
Excellent interpersonal skills demonstrating confidence, maturity and social skills required to actively participate in developing and maintaining productive relationships with corporate executives
Previous experience in accounting, finance, or investment banking
Master's Degree
Juris Doctorate, Chartered Financial Analyst, and/or Certified Public Accounting designation

Investment Banker Resume Examples & Samples

Conduct strategic and financial research
Create complex financial modeling
Conduct oversight or preparation and review of materials used in the sale, acquisition and/or financing of our clients
Conduct oversight or preparation and review of investment memoranda and management presentations
Develop relationships with existing and potential clients in order to generate new business
Mentor team members and allow them to have increasing responsibility as skills develop
Five to ten years of relevant work experience with a quantitative background
Strong teamwork and personal productivity skills in a fast paced, high pressure environment
Experience structuring and executing deals

Corporate & Investment Banker Resume Examples & Samples

Masters from a recognized University in Business or a related discipline
A minimum of five (5) years-experience and skill set developed through an understanding of all aspects of Corporate & Investment Banking business
A strive for Personal Excellence
Good interpersonal skills to work as part of multidisciplinary and regional teams
Self-motivated and driven to succeed
Experience in marketing of products including cash management services, loans, capital markets, derivatives, project finance, syndicated loans and advisory
Strong background in cross selling, credit risk, compliance and operational risks
Full knowledge of Microsoft product suite
Any other equivalent combination of qualifications and experience

Investment Banker Wm-institutional Solutions Group Covering Russia Resume Examples & Samples

Act as point of entry for UBS client advisors and relationship managers covering Russia for the entire range of the UBS ISG offering platform
Support the Russian client advisors in marketing and executing
Institutional Investments such as direct investments in private companies, pre-IPO, loan syndications
Financing & Risk Solutions, such as cash-flow lending and large single stock lending transactions
Corporate Finance solutions, for origination of IPO's and bond issuances
Investment Solutions Advisory services, such as investment strategy definition, investment advice and portfolio restructuring
Conduct sales meetings on a regular basis and create specific action plans for the engagement of client advisors and desk heads in the Russia market
Team up with client advisors in external meetings and take active part in client acquisition, review and aftersales support with respect to the entire ISG offering
Maintain close collaboration with IB units

Investment Banker, ECM Resume Examples & Samples

Support and drive the origination, syndication and execution of ECM transactions, including (i) preparation of client materials, (ii) engaging with clients in the context of marketing, transaction execution and ongoing servicing, and (iii) taking responsibility for managing the execution process from initial engagement through to completion
Proactively contribute to idea generation and client marketing efforts
Establish and develop corporate and institutional client relationships over time. This role has significant client contact and you will at times be the key point of contact for clients in relation to particular parts of a transaction and ongoing marketing efforts
Develop a strong understanding of the full spectrum of UBS client services and product offerings across the Corporate Client Solutions Group
Work closely and effectively with all members of the UBS Financing Group, including playing an active role in managing junior colleagues
Build a broad network of relationships within UBS Investment Bank, including across the Corporate Client Solutions Group and Equities platform
Work with regulatory bodies and other advisor groups, including lawyers, accountants and registries, to develop relationships that support your ability to perform your role
Maintain a strong understanding of market dynamics at all times

Investment Banker Senior Resume Examples & Samples

Supervise preparation and review of materials used in the sale, acquisition and/or financing of our clients
Supervise preparation and review of investment memoranda and management presentations
Implement all aspects of due diligence investigation, negotiation and closing of transactions
Masters of Business Administration or equivalent education, training and work-experience
Ten years of relevant work experience with a quantitative background
Financial Industry Regulatory Authority Series 79 or equivalent, 24, and 63 licenses
Strong supervisory and personal productivity skills in a fast paced, high pressure environment
Superb verbal, written and presentation skills
Experience structuring and executing deals with a history of transaction success

Investment Banker Execitove Director Resume Examples & Samples

Structuring and execution of debt and equity financing transactions for industry companies
Conducting valuation analyses and modeling related to financial transactions such as mergers,
In addition to having an MBA, candidates should have a minimum of 2 year's prior investment banking experience from a full service financial services firm
Non-MBA candidates must have completed an Investment Banking Analyst program at a top-tier investment bank and then taken an internal Associate promotion opportunity
Individuals must be detail oriented, able to multi-task and be a team player
LI-SP2

Investment Banker Associate Resume Examples & Samples

Work as the integral part of the Investment Banking Team in executing all facets of the deal process
Conduct financial analysis and valuation work
Conduct strategic and financial research
Prepare complex financial modeling
Prepare materials used in the sale, acquisition and/or financing of our clients
Prepare investment memoranda and management presentations
Foster relationships with existing and potential clients in order to generate new business
Participate in pitches and management presentation meetings
Effectively manage people and projects
Bachelors degree in a relevant field or equivalent education and related training
Three years of work experience with a quantitative background
Must complete Financial Industry Regulatory Authority Series 79 or equivalent and 63 licenses
Excellent analytical, quantitative and research skills
Strong teamwork and personal productivity skills in a fast paced, high pressure environment
Must be self-motivated and able to work with minimal supervision
Excellent interpersonal skills demonstrating confidence, maturity and social skills required to actively participate in developing and maintaining productive relationships with corporate executives
Superb verbal, written and presentation skills
Demonstrated proficiency in basic computer applications such as Microsoft Office software products
Previous experience in accounting, finance, or investment banking
Juris Doctorate, Chartered Financial Analyst, and/or Certified Public Accounting designation

Investment Banker Real Estate Resume Examples & Samples

Some responsibilities include, but are not limited to
Transaction execution, new business presentations and meetings, and other such duties
Working with Associates and Analysts in development of pitch books and related client materials
Proactively identify operational risks/ control deficiencies in the business

Corporate & Investment Banker Resume Examples & Samples

A minimum of five (5) years-experience and skill set developed through an understanding of all aspects of the business
Strive for Excellence
Good interpersonal skills to work as part of a team
Self-motivated and driven
Strong background in credit risk, compliance and operational risks
Full knowledge of Microsoft products

Investment Banker Junior Resume Examples & Samples

Work as the integral part of the Investment Banking Team in executing all facets of the deal process
Take responsibility for the integrity of the valuation analysis and financial models developed by those under their supervision
Provide strategic and financial research
Execute complex financial modeling
Provide oversight or preparation and review of materials used in the sale, acquisition and/or financing of our clients
Provide oversight or preparation and review of investment memoranda and management presentations
Participate in pitches and management presentation meetings
Effectively manage projects with supervisory responsibility
Three to five years of relevant work experience with a quantitative background
Financial Industry Regulatory Authority Series 79 or equivalent and 63 licenses
Excellent interpersonal skills to actively participate in developing and maintaining productive relationships with corporate executives
Well-developed organizational skills in order to respond to shifting priorities on several simultaneous projects

Cib-equity Capital Markets Investment Banker Resume Examples & Samples

Target potential equity issuers and new equity capital raising opportunities by corporate clients; perform buy-side investor, equity market conditions and offering size analyses, and prepare equity road-show layouts
Develop a clear identity within ECM and the FIG sub-sector in particular
Begin to build long-term external relationships and manage client relationships. This should include conducting new business presentations and developing new ideas for business at a relevant client level
Work independently, producing high quality work by totally leveraging and accessing the Firm
Continue to round out product and technical training for Associates and Analysts
Understudy Managing Directors on certain accounts or transactions, depending on the size and complexity of the client or transaction
Begin to develop a set of defined projects for new business development
Play a key role in maintaining and fostering a strong positive culture within the team
Bachelors’ degree from a reputable university; MBA is preferred
At least 4 years post-MBA experience in Investment Banking either within ECM or FIG coverage (with significant IPO experience)
Proven ability to comfortably interact with business clients and management - it is critical that the candidate be able to relate well to client counterparts and develop good working relationships with these individuals
Excellent relationship-building skills, maturity, good judgment and an ability to work with, and establish trust and credibility with professionals at all levels inside J.P. Morgan
Strong interpersonal skills and ability to communicate effectively in presentations; expressing complex financial strategies in an organized and articulate manner
Demonstrated leadership qualities that are team-oriented, fostering and collegial
Ability to delegate effectively and pay attention to detail while maintaining a high level of productivity will be important
This individual must be dedicated to the Firm’s goals and he/she will have uncompromising personal integrity

Investment Banker FSG Transactor Resume Examples & Samples

Originate, structure and execute transactions within FSG
Develop new products / business lines for FSG from concept through design, approval and execution and maintenance phases, including
Ensure that processes, control requirements and risk management that impact the area are implemented
Understand all compliance related requirements and policies and ensure adherence thereto
Ensure that regulatory requirements are adhered to
Work within the relevant control environment and procedures
Contribute to the development of business unit strategy
Deliver on agreed revenue targets and take accountability for the overall achievement of performance objectives in the business area
Contribute to the maintenance and development of client relationships
Establish a close working relationship with key stakeholders to ensure a holistic, integrated approach to client service excellence
Building and enhancing trustworthy relationships and always displaying the values of the firm during inter-personal interactions with internal and external clients
Post graduate degree in Finance or Law
Professional body membership
At least 7 years experience within the financial services related to Transaction Origination, Finance, Credit or Tax
Knowledge and understanding of banking products and regulation
Understanding of the loans process & life cycle in banking environment
Good understanding of credit principles
Understanding of Markets business
Good understanding of market risk principles
Relevant qualification and/or experience in SA Tax law
Sound knowledge of accounting and operations
Good communications skills. Ability to communicate effectively at all levels of the organization. Ability to explain technical matters in a understandable manner
Ability to multi-task, plan and organise work and establish priorities
Ability to work well in team environment
Professional work ethic and positive attitude
Understand interdepartmental dependencies and relentless focus on problem-solving using a rational approach / strong ownership of problems

Cib-equity Capital Markets Investment Banker Resume Examples & Samples

Supervise and train analysts
At least five years of Investment Banking experience (or 2 years post-MBA investment banking experience)
Experience with quantitative and financial modeling for structuring of equity transactions using balance sheet, income statement, public comparables and transaction comparables analyses; and buy-side investor analysis and targeting for new equity capital raising efforts by corporate clients is strongly preferred but not required
Excellent technology skills with strong Excel (macros, pivot tables, look-ups and filtering) and PowerPoint skills. S/he will be able to quickly learn new software applications
Highly organized, detail oriented and proactive. Energetic and decisive, with high level of integrity
S/he will be able to communicate concepts and ideas both verbally and via documentation, to and be able to defend their validity
Provide examples of a team mentality. A relationship builder, who can establish trust and credibility across J.P. Morgan

Analyst, Investment Banker Resume Examples & Samples

Analysts will begin their careers working with senior investment bankers in evaluating and analyzing public sector client financial positions and transactions
Analyses include extensive financial analysis using spreadsheet and industry-specific software packages
Analysts are responsible for preparing financial proposals and in-depth presentations for current and prospective financial advisory and underwriting clients
Successful candidates will begin to have increasing client and marketing responsibilities; however, support duties for senior bankers will continue
These responsibilities include making presentations to clients and bond rating agencies regarding financing opportunities

Technology Investment Banker Resume Examples & Samples

Are you an analytical problem solver? Do you know how to treat clients? We’re looking for someone like that who can
Build and sustain relationships with internal and external clients by understanding needs and providing solutions
Develop new creative ideas and solutions to client needs and identify cross-product opportunities
Prepare client presentations in PowerPoint for both marketing purposes and live transactions

Investment Banker Technology Resume Examples & Samples

Deliver high level messages effectively and convincingly, build advanced financial models and prepare client presentations
Manage junior team members by recruiting, developing and retaining talented Analysts and Associate Directors
Collaborate cross-functionally within investment banking divisions, working across product groups and regional office locations

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