Investment Banking Analyst Resume Samples

The Guide To Resume Tailoring

Guide the recruiter to the conclusion that you are the best candidate for the investment banking analyst job. It’s actually very simple. Tailor your resume by picking relevant responsibilities from the examples below and then add your accomplishments. This way, you can position yourself in the best way to get hired.

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Create a Resume in Minutes with Professional Resume Templates

CHOOSE THE BEST TEMPLATE - Choose from 15 Leading Templates. No need to think about design details.

USE PRE-WRITTEN BULLET POINTS - Select from thousands of pre-written bullet points.

SAVE YOUR DOCUMENTS IN PDF FILES - Instantly download in PDF format or share a custom link.

Create a Resume in Minutes

M Lockman

Maye

Lockman

7037 Keon Park

San Francisco

+1 (555) 178 9324

7037 Keon Park

San Francisco

Phone

p +1 (555) 178 9324

Experience Experience

Los Angeles, CA

Investment Banking Analyst

Los Angeles, CA

Barrows LLC

Los Angeles, CA

Investment Banking Analyst

Developing relationships with peers in other organisations, including other advisors in order to develop market awareness and build a network
Develop relationships with peers in other organisations, including other advisors in order to develop market awareness and build a network
Assist with attracting a quality workforce, i.e. college recruiting activities
Identification and implementation of process improvement opportunities based on feedback from team members and active monitoring of key performance indicators
Work in a team environment and develop relationships – both internally and externally
Create pitch books and other presentation materials, cover market research and perform due diligence
Performing various control related functions such as SOX, self-audits, periodic reconciliations, production & reconciliation of management reporting, etc

Chicago, IL

Cib-investment Banking Analyst

Chicago, IL

Kuphal Inc

Chicago, IL

Cib-investment Banking Analyst

Provide project management support to senior team members
Providing project management support to senior team members
Day to day management of transaction work streams
Working as a part of the deal team to support seniors in deal origination and execution
Develop and sensitise financial models
Leads by example with attitude and work ethic
Building a strong network both internally and externally

present

Houston, TX

Investment Banking Analyst / Associate

Houston, TX

Rath, Brekke and Ullrich

present

Houston, TX

Investment Banking Analyst / Associate

present

Collaborating with Global Portfolio Management to manage the portfolio and individual client risk
Working with management on transaction terms
Develop and update analyses to support marketing activity, and coordinate with bankers on delivery of project work
Source and create pitch and marketing material, liaising with product partners and the Bankers
Involved in day to day project management and execution support
Monitoring calling plans to ensure business development is pursued across the client base and that deals are replicated
Building detailed financial models and performing financial and valuation analyses and preparing presentation materials

Education Education

Bachelor’s Degree in Finance

University of California, San Diego

Bachelor’s Degree in Finance

Skills Skills

Solid financial analysis skills, with the ability to produce accurate presentation material quickly (you get it, and can communicate it to others)
Strong work ethic, exceptional attention to detail, and ability to manage multiple deadlines under pressure
Extraordinarily high level of focus on work quality and attention to detail
Detail-oriented, organized and able to work as part of a team
Detail oriented and very good problem solving skills
Ability to work on several projects concurrently and possess the desire to learn quickly in a fast-paced and dynamic environment
Strong attention to detail
Microsoft Excel proficient (Pivot tables, V-Look Ups, Macros, etc.)
Strong communication skills (both written & verbal) at all organisational levels - Attention to detail and clarity
Strong interpersonal skills, flexibility and ability to work well in teams

Create a Resume in Minutes

15 Investment Banking Analyst resume templates

Read our complete resume writing guides

Energy Investment Banking Analyst Resume Examples & Samples

Assists in the publication of industry and company specific research
Follows general current events in respective industry groups and keep bankers informed about critical issues in the news relevant to current and potential clients
Maintains files related to active and prospective deals
Maintains group databases - Deal Database and Weekly Status Reports
Fundamental concepts, practices and procedures of Investment Banking
Operating standard office equipments and using required software applications, including Microsoft Office and established databases
Gather information, identify linkages and trends and apply findings to reports

Investment Banking Analyst Resume Examples & Samples

Develops financial models to assess debt and equity financing alternatives for transactions
Provides valuable input to equity offerings, valuations, private placements, mergers and acquisitions advisories
Researches, analyzes, presents and documents drafting elements of a developing transaction
Develops client presentations
Problem solving skills and the ability to think independently sufficient to market ideas
Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity
Bachelor's Degree (B.A.) in related field. Direct Investment Banking experience preferred

Investment Banking Analyst Consumer & Retail Resume Examples & Samples

Work on multiple projects and transactions at any given time
Play a critical role in supporting deal teams and processes from origination to close
Participate in a broad array of corporate finance (debt, public and private equity) and advisory (M&A) assignments
Prepare models, valuations and process / marketing support materials
Participate in due diligence, drafting sessions and management meetings
Minimum of 0-2 years post-undergraduate work experience in investment banking or a related field, preferably with a focus on the consumer and/or retail sector
Must exercise good judgment in assessing risks and rewards of new business opportunities
Excellent analytical, modeling and interpersonal skills
Exposure to public financing and M&A transaction analytics and processes

Investment Banking Analyst Resume Examples & Samples

Strong quantitative / analytical skills
Disciplined work ethic
Proficiency in Excel and PowerPoint
Significant exposure to finance and accounting
Experience with financial modeling and analysis preferred
Highly-motivated, energetic
MUST BE A 2015 GRADUATE
Analyzing and researching companies in a wide range of industries
Building financial models and performing in-depth quantitative financial analyses
Contributing to team meetings and discussions
Developing financial analyses and strategic presentations for clients
Drafting offering memorandums for public or private financings

Transaction Advisory Services M&A Investment Banking Analyst Health Care Resume Examples & Samples

A bachelor's degree and 1-2 years of health care investment banking experience
An excellent working knowledge of Excel to develop financial models
An efficient use of research databases
Excellent interpersonal and relationship-building skills
A dedication to teamwork
The ability to manage multiple tasks simultaneously
A willingness and ability to travel as necessary

Investment Banking Analyst, Richardson Barr Resume Examples & Samples

Developing pitch book materials, financial models, and conducting company and industry research, and analyzing data to help advise our current or prospective corporate clients on actual or prospective acquisition & divestiture transactions and occasionally contribute to successful execution of corporate finance offerings
Analytical, due diligence and transactional support on new business opportunities and acquisition & divestiture
Other such duties, responsibilities and authority as may be reasonably required. JOB SPECIFICATIONS
BA or equivalent with emphasis in finance/accounting
Familiar with computer applications such as MS Powerpoint, Excel, Word, Access and Outlook
Minimum of 6 (six) months of relevant Investment Banking or equivalent experience is preferred
Familiarity with Aries/PhdWin and/or other industry reserves and economic software package is a plus
LI-MH2

Investment Banking Analyst, Convertibles Resume Examples & Samples

Previous experience in the ECM sector is highly desired
Series 7 and Series 63 licenses preferred, but not required
Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting

Investment Banking Analyst, High Yield Resume Examples & Samples

Analytical, due diligence and transactional support on workout, restructuring, acquisition and new business opportunities
Developing financial models, pitch book materials and conducting company research
Previous experience in the High Yield sector is highly desired
Excellent interpersonal skills with ability to maintain relationships at all level in organization

Investment Banking Analyst, Healthcare Resume Examples & Samples

Some responsibilities include but are not limited to
Analytical, due diligence and transactional support on workout, restructuring, LBO, acquisition and new business opportunities
Developing financial models, pitch book materials and conducting company research, and analyzing data to help advise our current or prospective corporate clients on actual or prospective mergers & acquisition transactions and corporate finance offerings
Assist in the structure of transactions involving Canadian Issuers in the US Market, including bond covenants
Other such duties, responsibilities and authority as may be reasonably required
Review and comply with Firm Policies applicable to your business activities

CIB Oil & Gas Investment Banking Analyst Calgary Resume Examples & Samples

Creation of financial projections and merger models
Learning and interacting with J.P. Morgan’s clients, products, services, and business practices
Enrolment in or completion of the CFA designation or other professional designations (CA, P.Eng) is considered an asset
Strong knowledge of corporate finance, accounting and financial modeling
Strong analytical and quantitative skills
Highly organized, detail oriented and proactive
Preference will be given to candidates with previous industry and / or capital markets experience

Investment Banking Analyst, Technology Resume Examples & Samples

Analytical, due diligence and transactional support on workout, restructuring, acquisition and new business opportunities
Developing financial models, pitch book materials and conducting company research
Analyzing data to help advise our current or prospective corporate clients on actual or prospective transactions
Other such duties, responsibilities and authorities may be reasonably required
Bachelor’s Degree required, preferably in finance, accounting, business or related field
Solid understanding of capital markets and spreadsheet modeling
Previous experience in the Technology sector is highly desired
Minimum of 1 year experience in investment banking position
Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting
Highly motivated with demonstrated ability to manage conflicting priorities and requests
Proficiency with personal computers and standard productivity applications
Excellent interpersonal skills with ability to maintain relationships at all level in organization
Ability to take initiative and function independently balanced with strong teaming skills
Maintain high standards of professional and ethical conduct

Cib-investment Banking Analyst General Industrials Sydney Resume Examples & Samples

Designing and implementing comprehensive M&A, debt and equity financing strategies for potential clients
Supporting a deal or project team with analysis and research
Performing financial valuations utilising discounted cash flow, leveraged buy-out and multiple based analyses
Preparing presentation materials and participating in deal pitches
Liaising with other internal and external parties on transactions
Supporting due diligence & negotiations during transactions
Marketing the full range of services to prospective and established clients
Coordinating with product and industry groups to identify and exploit business opportunities

Investment Banking Analyst, West Coast Resume Examples & Samples

Interest in developing a career in San Francisco
Desire for a generalist experience during Analayst years with an emphasis on Financial Sponsor and Industrial clients
Graduate from a topprogram or equivalent work experience
Superior valuation skills
Ability to learn quickly, with a particular focus on accounting rules and financial valuation methodologies
Extraordinarily high level of focus on work quality and attention to detail
Commercial instinct and ability to perform under pressure and tight deadlines -Demonstrated ability to work well in team environment

Investment Banking Analyst Resume Examples & Samples

The analysts will support the team in
Maintaining regular and frequent dialogue with product partners to assist with relationship maintenance
Assisting in managing the Global Banking relationship infrastructure, including approvals and documentation
Producing and updating client plans in conjunction with product partners and bankers
Monitoring calling plans to ensure business development is pursued across the client base and that deals are replicated
Collaborating with Global Portfolio Management to manage the portfolio and individual client risk
Interacting with Citi’s network around the globe to ensure activities are co-ordinated across the franchise
Collecting and analysing company information to assist with transactions including
Conducting fundamental industry research
Quantitative Analysis
Reviewing and organising financial data
Develop and update analyses to support marketing activity, and coordinate with bankers on delivery of project work
Source and create pitch and marketing material, liaising with product partners and the Bankers
Executing M&A, Capital raising or debt financing mandates on behalf of the client
Managing due diligence effort
Managing the transaction process (organisation of data room, Q&A sessions, etc)
Analysing financial data, using and developing financial models including
Stand-alone company valuations
Discounted cash flow analysis
Financing, comparative and pro-formal analyses
Creating and finalising new business developments presentations
Working with management on transaction terms
Interacting with clients and various levels of management
Pro activity - Identifying situations that could result in new business and developing recommendations tailored to the client
Fluent in at least one Nordic language
Investment Banking background gained from a reputable firm where you will have gained first class training and development as a banker
Exceptional candidates who do not meet thesecriteria may be considered for the role provided they have the necessary skillsand experience

Investment Banking Analyst, ECM Resume Examples & Samples

Analyzing data to help advise our current or prospective corporate clients on actual or prospective transactions
Bachelor’s Degree required, preferably in finance, accounting, business or related field
Ability to take initiative and function independently balanced with strong teaming skills
LI-TL1

Global Investment Banking Analyst Program Resume Examples & Samples

Develop and maintain complex financial models
Perform various financial analyses, including valuations and merger consequences
Conduct comprehensive and in-depth company and industry research
Prepare presentation and other materials for clients
Participate in due diligence sessions
Communicate and interact with deal team members
Manage several projects at once and work effectively as an individual and as part of a team
A BA/BS degree from an accredited college oruniversity with a graduation time frame between December 2014 and June 2015 is required

Energy Sector Investment Banking Analyst Resume Examples & Samples

Performs valuation methodologies comparative company analysis and discounted cash flow analysis on target companies
Financial markets and products
Analytical skills sufficient to assess and explain events in the market
Assume full responsibility and accountability for own actions
Demonstrate uncompromising adherence to ethical principles
Be proactive and demonstrate readiness and ability to initiate action
Bachelor’s Degree (B.A.) in related field
Minimum of 1 year experience

Investment Banking Analyst, Leveraged Finance Resume Examples & Samples

Analytical, due diligence and transactional support on workout, restructuring, LBO, acquisition and new business opportunities
Developing financial models, pitch book materials and conducting company research, and analyzing data to help advise our current or prospective corporate clients on actual or prospective mergers & acquisition transactions and corporate finance offerings
Other such duties, responsibilities and authority as may be reasonably required
Review and comply with Firm Policies applicable to your business activities Escalate operational risk loss events, control deficiencies and risks that you identify to your line manager and the relevant risk and control functions promptly. JOB SPECIFICATIONS
BA or equivalent with emphasis in finance/accounting
Excellent written & verbal communication skills
Familiar with computer applications such as MS Outlook, Word, and Excel
Previous experience in Investment Banking is required, Leveraged Finance experience is highly desired

Investment Banking Analyst Resume Examples & Samples

Comfortable reading and interpreting financial statements
Commercial instinct and ability to perform under pressure and tight deadlines
Interest in developing a career in investment banking in Calgary
An MBA, CA and/or CFA designation would be an asset
3+years Investment Banking experience

Technology Investment Banking Analyst Resume Examples & Samples

An undergraduate degree in finance or accounting
Minimum of 0-2 years post-undergraduate work experience in investment banking or a related field, preferably with a focus on the Technology sector
Ability to effectively manage multiple simultaneous project deadlines
Proficiency in Excel and PowerPoint
Excellent analytical, modeling and interpersonal skills
Solid Work ethic and superior attention to detail

Investment Banking Analyst Resume Examples & Samples

Contribute heavily with the oversight of an offshore processing team
Detail oriented and very good problem solving skills
Change management and process improvement mindset
Experience in SOX testing or RCSA, not required, but a plus
Able to multi task effectively
High motivation and proactivity

Investment Banking Analyst Resume Examples & Samples

Primarily involved in execution activities including basic responsibilities such as financial analysis, data gathering and material preparation as well as taking responsibility for managing standard processes such as preparing deal documentation
Building and maintaining client relationships. Meeting the needs of internal and external clients with the highest quality products and services
Work closely with colleagues on business prospects eg preparing pitch books, modelling potential deals, identify cross-product ideas, building effective cross-business relationships
1-3 years' experience gained from working in investment banking, accountancy, law, strategic consultancy or a similar financial services profession, with a track record of success, both academically and professionally
Able to communicate clearly and work effectively as part of a team, you have strong financial analysis skills, impeccable attention to details and are committed to a career in investment banking
You are a team player and able to work under pressure with the ability to produce presentational material and financial analysis quickly and accurately

Investment Banking Analyst, Leverage Finance Resume Examples & Samples

Analytical, due diligence and transactional support on workout, restructuring, acquisition and new business opportunities
Analyzing data to help advise our current or prospective corporate clients on actual or prospective transactions
Other such duties, responsibilities and authorities may be reasonably required
Highly motivated with demonstrated ability to manage conflicting priorities and requests
Proficiency with personal computers and standard productivity applications

Investment Banking Analyst Resume Examples & Samples

1+ years of Mergers and Acquisitions experience
Solid Investment Banking background
Strong understanding of Financial Statements and Accounting concepts
Technical proficiency in advanced Financial Analysis and Modeling (as well as MSOffice tools)
Exceptional research skills
Business Degree with significant Finance and/or Accounting coursework

Investment Banking Analyst / Associate Resume Examples & Samples

3+ years of prior work experience in Investment Banking or Capital Markets
Strong understanding of various security types across the capital structure
Solid analytical and technical skills

Investment Banking Analyst Resume Examples & Samples

Other such duties, responsibilities and authorities may be reasonably required
Solid understanding of capital markets and spreadsheet modeling
Previous experience in the Leverage Finance sector is highly desired
Minimum of 1 year experience in investment banking position
Proficiency with personal computers and standard productivity applications
Maintain high standards of professional and ethical conduct

Investment Banking Analyst Resume Examples & Samples

1-2 years of banking analyst experience
Interest in working at a small firm
One to two years of experience in finance and/or accounting
Ability to work on several projects concurrently and possess the desire to learn quickly in a fast-paced and dynamic environment
Strong analytical, interpersonal and communication skills
Integrity, initiative, motivation, commitment and the ability to effectively work as part of a team
Strong academic background and quantitative skills
Candidates must be flexible, hardworking and detail oriented
Intermediate to advanced abilities in Excel, PowerPoint, and Word

Investment Banking Analyst / Associate Resume Examples & Samples

The Analyst/Associate will support the team in
Maintaining regular and frequent dialogue with product partners to assist with relationship maintenance
Assisting in managing the Global Banking relationship infrastructure, including approvals and documentation
Producing and updating client plans in conjunction with product partners and bankers
Monitoring calling plans to ensure business development is pursued across the client base and that deals are replicated
Collaborating with Global Portfolio Management to manage the portfolio and individual client risk
Interacting with Citi’s network around the globe to ensure activities are co-ordinated across the franchise
Collecting and analysing company information to assist with transactions including
Conducting fundamental industry research
Reviewing and organising financial data
Develop and update analyses to support marketing activity, and coordinate with bankers on delivery of project work
Source and create pitch and marketing material, liaising with product partners and the Bankers
Executing M&A, Capital raising or debt financing mandates on behalf of the client
Managing due diligence effort
Managing the transaction process (organisation of data room, Q&A sessions, etc)
Analysing financial data, using and developing financial models including
Stand-alone company valuations
Discounted cash flow analysis
Financing, comparative and pro-formal analyses
Creating and finalising new business developments presentations
Working with management on transaction terms
Interacting with clients and various levels of management
Knowledge of accounting and finance concepts
Ability to conduct comparative and pro-forma financial analysis
Knowledge of client planning and coordinating input from multiple product areas
Organisational - Managing demands from several sources, working to deadlines and managing offsite analyst timetables
Strong communication skills (both written & verbal) at all organisational levels - Attention to detail and clarity
Pro activity - Identifying situations that could result in new business and developing recommendations tailored to the client
Fluent in at least one Nordic language
Educated to degree level with a minimum grade of 2:1 (or equivalent experience)

Investment Banking Analyst Industrials Group Resume Examples & Samples

An undergraduate degree in finance or accounting
Excellent analytical, modeling and interpersonal skills
Solid Work ethic and superior attention to detail

Investment Banking Analyst, Leveraged Finance Resume Examples & Samples

Developing financial models, pitch book materials and conducting company research
Bachelor’s Degree required, preferably in finance, accounting, business or related field
Solid understanding of capital markets and spreadsheet modeling
Previous experience in the Leverage Finance sector is highly desired
Minimum of 1 year experience in investment banking position
Outstanding quantitative and qualitative analytical skills; strong knowledge of finance and accounting
Ability to take initiative and function independently balanced with strong teaming skills

Investment Banking Analyst Campus Recruiting Coordinator Resume Examples & Samples

Assisting the team in facilitating their daily responsibilities
Assisting with IBD and cross-divisional internal and external events (i.e. presentations and interviews) and attending where appropriate
Preparing and submitting Travel/Expense reports (as needed)
Maintaining and updating the internal applicant tracking system (CRIS)
Respond to students e-mails or questions as needed
Develop and manage procedures to streamline the IBD recruiting process

Investment Banking Analyst Resume Examples & Samples

3+ years of experience in Sales, Trading, Marketing or Investments
Bachelor’s Degree in Accounting, Finance and/or related field
Basic understanding of accounting, corporate finance and company valuations
Solid mathematical skills
Bilingual (English and Japanese)

Investment Banking Analyst Resume Examples & Samples

Primarily involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation
Has significant client contact and may act as the key point of contact for some clients in the context of a particular area of a transaction
Develop relationships with peers in other organisations, including other advisors in order to develop market awareness and build a network
Contribute to financial models
Working knowledge of Corporate Client Solutions (CCS) products
Establishes mathematical systems to accurately calculate record & monitor all existing & potential positions
Develops understanding of particular financial market, equity or debt
Applies research, business analysis & financial modelling skills
May prepare detailed qualitative & quantitative reports on business sectors, companies & financial markets
May develop financial models of markets & companies
May prepare offering documentation for clients
Ability to manage client relationships at the transaction level
Working knowledge of the bank’s products and services
Using relevant software packages, financial models and data manipulation packages
Up-to-date knowledge of developments in own sector

Investment Banking Analyst Resume Examples & Samples

Work with corporate finance investment bankers and product partners on M&A, strategic corporate finance, and capital raising transactions
Perform financial modeling and valuation analyses on public and private companies: comparable company analysis, precedent transaction analysis, leveraged buy-out analysis and discounted cash flow analysis
Develop marketing materials for topics such as company positioning, financing alternatives, and M&A/Strategic alternatives
Develop knowledge of relevant information resources: Bloomberg, Capital IQ, Thomson Financial
Series 79 & 63 (within 18 months of employment)
Excellent organization, communication and research skills
1 - 3 years of experience in investment and/or commercial banking, leading accounting or consulting

Investment Banking Analyst, Real Estate Resume Examples & Samples

Analytical, due diligence and transactional support on workout, restructuring, LBO, acquisition and new business opportunities
Developing financial models, pitch book materials and conducting company research, and analyzing data to help advise our current or prospective corporate clients on actual or prospective mergers & acquisition transactions and corporate finance offerings
Other such duties, responsibilities and authority as may be reasonably required
Review and comply with Firm Policies applicable to your business activities

Investment Banking Analyst, Consumer & Retail Resume Examples & Samples

Analytical, due diligence and transactional support on acquisitions, LBOs, equity and debt financings, restructuring, and new business opportunities
Develop financial models, pitch book materials and conduct company research, and analyze data to help advise our current or prospective corporate clients on actual or prospective mergers & acquisition transactions and corporate finance offerings
Other such duties, responsibilities and authority as may be required as necessary
Proactively identify operational risks/ control deficiencies in the business
Review and comply with Firm Policies applicable to your business activities

CIB Investment Banking Analyst Taiwan Resume Examples & Samples

Utilising product expertise to meet client needs
Building a strong network both internally and externally
Mentoring of junior bankers
Liaising with other internal and external parties on transactions (eg. lawyers, accountants, other banks)
Day to day management of transaction workstreams
Proven track record in corporate finance transactions
Minimum 5 years proven experience in finance or law
Strong technical and valuation skills
Excellent product / sector knowledge and expertise
Relevant tertiary qualification or equivalent experience (degree in finance, economics, accounting, law etc)

Investment Banking Analyst Resume Examples & Samples

Work with corporate finance investment bankers and product partners on M&A, strategic corporate finance, and capital raising transactions in the Technology sector
Develop marketing materials for topics such as company positioning, financing alternatives, and M&A strategic alternatives
Develop knowledge of relevant information resources: Bloomberg, Capital IQ, Thomson Financial, etc
Highly motivated and talented individual with the desire for a career in Investment Banking or Capital Markets
Demonstrated interest in corporate finance, investment banking, accounting, and financial markets
Strong academic track record with coursework completed in the areas of Economics, Accounting and Finance
Proven research skills and possessing the ability to succinctly express ideas
Strong team player with a positive "can-do" attitude and desire to be part of a close-knit group operating in an intensive and challenging work environment
1-3 years of relative work experience

Investment Banking Analyst Resume Examples & Samples

Supports senior managers in origination activities including (but not limited to): preparing historical and projected financial statements, provide analysis of financial implications of mergers and acquisitions and conducting public & private valuation analysis for major corporations
Involved in execution activities, including basic responsibilities such as data gathering, analysis and material preparation, as well as taking responsibility for managing standard processes such as preparing deal documentation
Builds and applies valuation models based on financial research & analysis including comparable company analysis, discounted cash flow analysis and comparable acquisitions analysis
Prepares analytical materials to support necessary credit, compliance, engagement committee and balance sheet approvals
Conducts corporate operations reviews, portfolio analytic reviews and prepare risk/return valuations
Gathers and processes market share data and shareholder and investor profiles
Results driven and able to perform well under pressure and against tight deadlines
Strong analytical and numerical skills that put you at ease with financial data
At least 2 years’ experience within Mergers and Acquisitions in the Energy and Chemicals sector
Strong Microsoft Office suite (Excel a must) and financial reporting skills

Investment Banking Analyst Resume Examples & Samples

Deal execution, including documentation, data gathering, analysis and material preparation
Management of client relationships and may act as the key point of contact for some clients in the context of a particular area of a transaction
Supporting senior managers in origination activities (e.g. preparing pitch books or modeling potential deals)
Developing relationships with peers in other organisations, including other advisors in order to develop market awareness and build a network
Contributing to and taking primary responsibility for financial models with oversight from more senior team members
Developing working knowledge of UBS investment banking products
Developing understanding of particular financial markets and products
Applying research, business analysis & financial modelling skills
Preparing detailed qualitative & quantitative reports on business sectors, companies & financial markets
Preparing offer documentation for clients
Helping to prepare presentation materials
Maintaining up-to-date knowledge of developments in own sector

Investment Banking Analyst Capital Markets Resume Examples & Samples

Researches and creates pitch materials, performs valuation analyses, and researches companies and industries on behalf of Senior Bankers as well as on own projects
Participates in merger & acquisition transaction execution, including financial analysis, model creation, drafting memoranda, due diligence, attending client meetings, interacting with prospective buyers, creating and managing data rooms, and any other duties required to support executing an engagement
Researches, identifies and develops regular dialogue with key investors and buyers
Partners with senior bankers in developing strategic dialogue with clients and prospects
This position will regularly require extended working hours and weekend work may periodically be required as well
Other duties may be assigned
20150529

Investment Banking Analyst Resume Examples & Samples

Assist in the preparation of financial projections to support investment banking engagements, including: financial modeling; comparable company transaction multiple or deal structure analyses to support deal positioning, negotiation and execution
Assist in the preparation of memoranda, presentation materials, and marketing materials
Facilitate research projects that underpin transaction positioning and recommendations to enhance
Bachelor s degree in business, accounting or finance or in lieu of a bachelor’s degree, four years relevant work experience
Sound knowledge of Windows and PC software programs
Proficiency of spreadsheets, graphing, and presentations with a basic knowledge of financial models using Excel
Prior relevant experience in investment banking
Excellent oral and written communication and presentation skills
Strong interpersonal skills with the ability to interact with all levels of personnel

Investment Banking Analyst / Associate Resume Examples & Samples

Prior experience in an investment bank with a track record in M&A and capital markets transactions is essential
Ability to excel in both team and self-directed settings
Strong work ethics, detail orientation and a passion for excellence
Ability to deliver under time pressure

Investment Banking Analyst Resume Examples & Samples

Work directly with the group’s senior professionals and be involved in all aspects of SPO transactions across a variety of non-traditional asset classes (no sector specialization)
Prepare marketing presentations, term sheets, and rating agency materials
Model securitization transactions backed by various types of esoteric assets
Run cash flow scenario analyses for investors and issuers
Tie out the models and collateral characteristics with accountants, Intex and other parties
At least one, but no more than three years of work experience
Familiarity with legal documents a plus

Investment Banking Analyst Resume Examples & Samples

Analyze potential merger, acquisition, financing, and other client transactions, including significant financial modeling responsibilities
Create client and investor presentations
Participate in all aspects of deal execution, including both client-facing and internal responsibilities
Work closely with senior bankers to help guide clients in their financial decisions

Power & Utilities, Investment Banking Analyst Resume Examples & Samples

Assist in developing proposals to clients and potential clients for equity and debt placements, mergers, divestitures, acquisitions, and advisory assignments
Conduct industry research and analysis to assist in the identification and/or analysis of potential or actual business opportunities
Develop financial models, determining the assumptions and methodology
Liaise with other units of CIBC World Markets in preparing proposals for clients
Prepare industry and financial analysis to determine the feasibility of potential financing and M&A transactions
Perform industry comparative analysis
Assisting in due diligence
Preparation of offering memorandums and marketing materials
Prospectus drafting
Ensures that recommendation and opinions offered to clients are in compliance with legislation and at all times maintains the professional standards and policies of CIBC
Successful candidates must exhibit CIBC’s values of trust, team work, and accountability
Must have a relevant undergraduate degree
Previous corporate finance/investment banking experience is an asset
Excellent analytical ability including demonstrated knowledge of valuation techniques and practices, specifically related to the power & utilities industry
Knowledge of accounting principles relating to financial statement preparation and business combinations
Extremely dedicated and motivated individual with high career aspirations. Must be capable of assuming significantly increased levels of responsibility within short time frames
Excellent interpersonal and presentation, oral and written communication skills, to actively participate in developing and maintaining productive client relationships
Demonstrated job commitment including a willingness to work, as well as personal flexibility and adaptability in order to meet client requirements
Superior Excel, Word, PowerPoint and Bloomberg skills

Investment Banking Analyst Resume Examples & Samples

Direct many aspects of day-to-day project execution and origination
Assist and supervise in the preparation of presentation materials, including equity market update materials, pitch materials, transaction structuring and pricing information
Significant responsibility for identifying client needs and shaping client presentations
Assist and supervise in the preparation of execution related documents such as briefing sheets, allocation letters, settlement schedules, underwriting agreements, pricing papers
Responsibility for managing / supervising bookbuilds and allocations (eg. via DealAxis)
Significant client interaction at most levels
Assist bankers with offering memorandums and review of related documents
Liaise with other internal and external parties on transactions (eg. sector investment bankers, equities sales force, research analysts, lawyers, compliance, accountants, other banks etc)
Growing understanding of how the firm's full range of products and services can add value in different situations
Technical and valuation skills and ability to critique other team members' analysis
Solid business and market judgement
Ability to prioritise business opportunities and formulate recommendations
Accountability: ability to tie big picture view of the markets to the identification of opportunities to issuers of equity
Clear thinking and concise communication
Ability to successfully prioritise and deliver competing requirements
Ability to demonstrate utmost discretion and professionalism at all times
Leadership, planning and ability to manage a multitude of responsibilities

Investment Banking Analyst, Frankfurt Resume Examples & Samples

Candidate must have completed an undergraduate degree
Current experience as an investment banking Analyst (or related financial position) and up at least one year relevant experience in same/similar job
Strong quantitative and technical abilities incl. financial modeling and accounting
An outstanding academic record
Robust financial and analytical skill set
Fluent German and English language skills

Investment Banking, Analyst Resume Examples & Samples

An undergraduate degree with academic coursework in finance, economics, or accounting and an outstanding academic achievement
0 - 3 years of successive relevant experience within investment and/or corporate banking experience based on business requirements
Previous industry experience within the energy sector (oil & gas, power, energy infrastructure)
Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet
Strong interpersonal skills used within a demanding team environment

Investment Banking Analyst Resume Examples & Samples

Build detailed financial models to evaluate performance under various operating scenarios and to analyze the impacts of different capital structures and potential M&A transactions
Participate in drafting prospectuses and marketing presentations for transactions
Preparing client presentations (including compiling data and assembling presentation materials)
A clearly defined interest in Investment Banking and M&A
The ability to manage multiple projects simultaneously while maintaining a high standard of work
The ability to perform effectively in a team environment

Investment Banking Analyst / Associate Resume Examples & Samples

Building detailed financial models and performing financial and valuation analyses and preparing presentation materials
Participate in all stages of transaction executions, from the pitch phase through to closing
Involved in day to day project management and execution support
Prior experience in an investment bank (or Big 4 advisory team) with some track record in M&A transactions is essential
Strong analytical and modeling skills is the most important criteria and is must
Strong work ethics, attention to detail and strong accounting concepts is must

Investment Banking Analyst Resume Examples & Samples

Collaborate with the team to support senior members in deal origination and execution
Create pitch books and other presentation materials, cover market research and perform due diligence
Support senior team members with project management
3+ years of IBD experience at a Japanese or international investment bank
Solid understanding of transaction cycle
Knowledge of risk management
Finance/Accounting background

Investment Banking Analyst Resume Examples & Samples

The analyst works closely with senior members of the team in support of its origination and execution activities. The analyst will assume lead responsibility for financial modeling, preparation of presentations, research and certain administrative functions
Supporting the senior team members in the day-to-day information flow with clients and third-parties in a transaction execution setting
Preparation of financial models, projections, and merger analyses
Preparation of marketing presentations
Other financial analysis including the financial capacity of potential acquirers or competitors for an asset
Analyzing transaction and trading comparables of companies in similar sectors and current market valuation trends
Organizing due diligence information that is used by potential acquirers in their review of potential transactions
Both on the marketing and the execution side, our analysts are involved in a number of activities in support of the Managing Directors and other senior members of the group
This position is in Boston
Undergraduate degree with a concentration in finance or related studies
Strong undergraduate records
Proficiency in Microsoft Excel, PowerPoint and Word

Investment Banking Analyst Resume Examples & Samples

1+ year of experience from an Investment Banking or Public Accounting firm (Audit and Advisory)
Microsoft Excel proficient (Pivot tables, V-Look Ups, Macros, etc.)
Experience with and working knowledge of SQL, VBA, and Python

Investment Banking, Analyst, Dubai Office Resume Examples & Samples

Candidate must have completed an undergraduate degree
Strong quantitative and technical abilities
Personal integrity, initiative and leadership qualities
Strong communications, multi-tasking and time management skills

Cib-global Investment Bank Investment Banking Analyst Resume Examples & Samples

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
Develop and sensitise financial models
Provide project management support to senior team members
Corporate Finance Analyst with strong accounting, finance, quantitative and business writing skills
Have prior working experience in an investment banking front office
Understands the different types of risk and can discuss in detail ways of managing these risks

Investment Banking Analyst Resume Examples & Samples

Manage and assist in M&A and financing transactions, financial modeling, industry and comparable company analysis
Document and support the execution of new financing issues for corporate clients
Develop pitchbooks and related client materials
Prepare and deliver client presentations in a clear and compelling manner

Investment Banking Analyst Resume Examples & Samples

Analysts will work closely with senior team members to execute a variety of corporate finance transactions across multiple industry sectors
Conduct research and prepare analyses of companies, industries, capital markets, historical financial statements and prospective financial information
Create and author financial models, valuation analysis, debt capacity, capital adequacy, analyses and documents, as well as presentations for proposals and transactions
Identify financing alternatives, capital sources, strategic and financial buyers
Manage due diligence and client relationships at appropriate levels

Investment Banking Analyst Resume Examples & Samples

Detailed, complex financial modeling
Company and security valuation
Financial performance and sensitivity analysis
Corporate and industry research
Transaction due diligence
Preparation of marketing and presentation materials
Management presentations and offering memorandums
2-3 years Investment Banking (M&A or Corporate Finance) Experience
Proficient in Financial Modeling, including DCF, LBO, Merger and Accretion/Dilution
Proficient in building Pitchbook presentations
Possesses a succinct understanding of the salient points of a deal
Does not require technical teaching or coaching - Demonstrates autonomy & reliability above experience level
Strong Academic performance - 3.5+ GPA, BS in Finance or Related Major
Hard-working, perfectionist, outgoing and sociable

Investment Banking Analyst Resume Examples & Samples

Creating financial analysis and strategic business analysis
Stay abreast of industry trends and best practices of clients’ competitors
Tracking business development (collect research, analyze industry trends)
Ability to identify new business opportunities and suggest solutions
Evaluate corporate transactions and their structures
1-2 years’ or more of investment banking experience at a recognized investment bank although we will also consider those with industry experience in a relevant corporate or Big 4 accounting firm
Superior analytical, quantitative and financial modeling skills
Fluent in accounting and finance with deep knowledge of Investment Banking methodologies
Ability to think strategically and creatively identify industry trends and provide strategic insight
Ability to exercise judgment, prioritize tasks and work on multiple engagements
Team player with high integrity and self-motivation
Ambition, motivation and drive to succeed in a fast-paced, global institution and leverage the franchise to deliver superior results to the firm
Superior client interaction skills and commitment to serving the client

Energy Investment Banking Analyst Resume Examples & Samples

Preparation of client presentation materials including M&A profiles and analysis, financial statement and capital markets analysis, case studies and valuation analysis
Monitors the analytical performance of publicly traded client companies
Maintenance of financial and transactional databases
May be involved in all aspects of originating and executing client transactions, from pitch to closing with specific tasks to include financial modeling and analysis, drafting of offering documents, conducting due diligence and marketing of transactions
Responsibility for the quantitative financial analysis and qualitative document issues related to the execution of M&A, A&D and capital markets transactions for clients
Works with senior investment bankers
Assumes responsibility for day-to-day deal activities
This job interfaces with senior investment bankers
This job must effectively foster client relationships
Analyst position does not require prior investment banking or energy experience, although candidates should process strong knowledge of the financial markets and valuation analysis
Associate position requires prior investment banking experience and/or familiarity with the energy industry
Excellent analytical ability including demonstrated knowledge of valuation techniques and practices, including cash-flow analysis
Excellent interpersonal and presentation skills, to actively participate in developing and maintaining productive client relationships
Well-developed organizational skills in order to respond to shifting priorities on several simultaneous projects
Excellent interpersonal, presentation, oral and written communication skills in order to convey factual and conceptual information to others and promote the interests of CIBC World Markets

Experienced Investment Banking Analyst Resume Examples & Samples

Minimum one year of Investment Banking or related financial experience
Bachelor’s degree from a top tier business school
Ability to work in a fast paced and challenging environment
Candidates must be able to handle multiple projects at once and learn quickly
Previous experience with financial modeling or formal training

Public Finance Investment Banking Analyst Resume Examples & Samples

Preparing analyses on client capital structure, debt capacity and credit profile
Drafting responses to request for proposals by clients
Interacting with internal and external financing team members in developing, executing and closing of a transaction
B.S. or B.A. with major(s) in business, economics, public administration or related fields is preferred
Successful candidates will be highly self-motivated and willing to work long hours when needed
Excellent analytical and quantitative skills are a must and good understanding of financial markets is expected
Well organized, attention to detail and able to manage multiple projects under pressure
LI-KF1

Cib-investment Banking Analyst Resume Examples & Samples

Working as a part of the deal team to support seniors in deal origination and execution
Contributing to the production of presentation materials, prepare transaction documents, conduct due diligence and perform market and industry research
Performing financial valuation, discounted cash flow and multiples based analyses
Executing client transactions from start to closing
Providing project management support to senior team members
Applying the firm's approach and policies for managing risks
Prior working experience in an investment banking front office role

Investment Banking Analyst Resume Examples & Samples

Minimum of 0-2 years post-undergraduate work experience in investment banking or a related field, preferably with a focus on the Technology sector
Must exercise good judgment in assessing risks and rewards of new business opportunities
Strong ability to work in an entrepreneurial culture

Investment Banking Analyst Resume Examples & Samples

3+ years of Accounting and/or Finance experience
Bachelor's Degree in Accounting, Economics, Engineering, Finance, Mathematics, and/or a related field
Experience with Cash Flows, Mergers and Acquisitions, and Valuations
Previous experience in the Banking industry
Microsoft Office/Suite proficient (Excel, PowerPoint, and Word)

Experienced Investment Banking Analyst Resume Examples & Samples

Provide analytical support on mergers and acquisitions, public offerings and other financial advisory services for our clients
Assist in the preparation of company valuations, financial models, company marketing documents and client presentations
Perform research and various analyses in support of new business generation

Investment Banking Analyst Resume Examples & Samples

Facilitate research projects that underpin transaction positioning and recommendations to enhance shareholder value
Coordinate and carryout routine operational tasks that arise on a day-to-day basis
Maintain financing source, investor or client databases to create efficiencies in the deal marketing and execution process and other databases used in the deal marketing and execution process
Assist in the identification of deal-appropriate investors, participating in the marketing of deals
Manage business unit projects that arise from time to time
Maintain appropriate records to ensure compliance with regulatory requirements
Bachelor s degree or in lieu of a bachelor’s degree, four years of relevant work experience
Proficiency of spreadsheets, graphing, and presentations with a basic knowledge of financial models
Must possess solid analytical, written and verbal skills as well as demonstrated ability to work in a team oriented environment
Degree in accounting or finance concentration
Series 7 or 79

Investment Banking Analyst Power & Utilities Resume Examples & Samples

Minimum one year of investment banking work experience preferred
Proven record of outstanding achievement in academic and extracurricular activities
A high level of attention to detail
Demonstrated ability to quickly adapt to new situations
A high level of energy and a keen desire to learn new concepts

Investment Banking Analyst Resume Examples & Samples

Actively participating in restructuring assignments, a high pressure environment that requires an ability to quickly and accurately respond to requests
Preparing valuations (i.e. comparable analysis, DCF, etc.)
Providing a high level of qualitative and quantitative financial modeling
Ensuring that all material is accurate and complete
Participating actively in client meetings
Preparing pitch books to support the group's ongoing business development efforts
Conducting business, industry, and capital markets research

Investment Banking Analyst Resume Examples & Samples

Financial Analysis - Conduct financial analysis, financial modeling, structuring, and capital structure analysis for various issuers of corporate debt and private equity
Conducting Due Diligence - Assess information required to perform all pertinent analyses and to compose transaction-related documents; compile information request lists and track the information gathered; assist investors in their due diligence process
Conduct Research - Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets; update client and debt/equity databases
Drafting Transaction-Related Documents - Draft offering memorandums, road-show presentations, and other communications with clients and investors
Preparing Client Proposals and Presentations - Compile and prepare appropriate marketing materials, conduct the necessary analysis, and incorporate the assembled information into client proposals; supervise production and distribution
Also, prepare and supervise external marketing initiatives Participate in other projects as requested by management

Investment Banking Analyst Resume Examples & Samples

Monitor the macroeconomic environment and issuance activity in the equity capital markets
Develop pitch materials with industry investment banking colleagues for public and private companies seeking equity capital solutions
Interface with the institutional sales and equity research teams on transaction execution
Work directly with senior management to create industry analyses for strategic planning
Conduct and maintain internal accounting processes and forecasts for the ECM group
Have direct interaction with client management teams
Bachelor’s degree in business, accounting, finance, mathematics or economics is required
1 – 2 years of experience in the financial industry or in a finance-related role is preferred
Experience with Microsoft Word, Excel, and PowerPoint is required. Familiarity with VBA, Hyperion, and Microsoft Access are a plus
The ability to create innovative solutions, articulate complex ideas and adapt to a rapidly changing environment is essential
Analysts must be able to work well under pressure and manage multiple time-sensitive projects and tasks
LI-MH2

Investment Banking Analyst Resume Examples & Samples

Monitoring markets to determine indicative pricing levels for various products
Analyzing trends in the markets, including macro-environment and new issue/secondary
Ability to provide modeling and valuation analysis for all transactions
Supporting deal teams on all parts of transaction execution
Chaperoned communication with research on pricing and structuring of mandated IPOs
Collaborating with equity sales to gather investor feedback on live transactions
Analyzing current shareholder trends and peer ownership changes
Understanding of financial concepts and the securities markets
Solid work ethic and superior attention to detail
Strong ability to work in a team-based and entrepreneurial culture

Investment Banking Analyst Leveraged Finance Resume Examples & Samples

Conducting financial analysis, financial modeling, structuring, and capital structure analysis for various issuers of corporate debt and private equity
Assessing information required to perform all pertinent analyses and to compose transaction-related documents; compile information request lists and track the information gathered; assist investors in their due diligence process
Research current and prospective client companies, comparable companies and transactions, and industries; monitor and research capital markets; update client and debt/equity databases
Draft offering memorandums, road-show presentations, and other communications with clients and investors
Compile and prepare appropriate marketing materials, conduct the necessary analysis, and incorporate the assembled information into client proposals; supervise production and distribution. Also, prepare and supervise external marketing initiatives
Minimum of one year of experience as an Analyst in leveraged lending and/or high yield financing
Strong financial modeling skills required. Build detailed, fully-integrated financial models to construct financial projections and test their feasibility, analyze the impact of proposed transactions on capital structures, cash flows, debt service requirements, compliance with and financial covenants, and differences in GAAP and tax treatments, etc
Experience analyzing financial statements and related data to assess historical financial performance and future outlook for client companies and prospects
Ability to manage expectations of senior bankers, other deal team member.s and clients while working on multiple projects simultaneously

Corporate Investment Banking Analyst Resume Examples & Samples

Bachelor’s Degree in Economics, Business or related area required from an accredited college or university
MBA or Masters Degree preferred
0-3 years of prior experience working as an analyst or intern for an investment or global corporate bank
Ability to multitask and work under pressure.,Ability to work independently and function within a team
Basic Knowledge of financial data sources (Capital IQ and Bloomberg preferred)
Basic understanding of Banking, Financial principals, and Capital Markets
Expertise with Excel and exceptional PowerPoint presentation capabilities
Strong communication skills (Fluency in Spanish is strongly preferred)
Strong critical thinking, interpersonal, analytical and communication skills,
Must be particularly well-organized, responsible and capable of delivering requests on time

Investment Banking Analyst Resume Examples & Samples

Play a critical role on deal teams; helping to manage the deal process from origination to execution
Involved in both corporate finance (debt, public and private equity) and M&A
Deeply involved in the analytical product created for clients
Students graduating in May/June 2017 will not be considered
At least 1 year of full-time work experience in investment banking or in the Oil & Gas industry
Bachelor’s degree in a business-related field; prefer degree to be in Finance or Accounting
Strong skills and experience in analyzing businesses and their financials supported by deep knowledge of accounting
Must be capable of producing high quality work products independently and as part of a collegial team
Excellent communication skills (both in written materials and verbally)
Ability to work in an entrepreneurial culture
Demonstrated problem solving abilities and judgment

Investment Banking Analyst Resume Examples & Samples

Interest in developing a career in investment banking
Series licensing or must obtain
1-2 years of experience in Oil and Gas Investment Banking
Interest in Natural Resources

Corporate & Investment Banking Analyst Summer Internship Resume Examples & Samples

Understand and download data from various bank systems
Interpret and save data from market data systems as Bloomberg or S&P Capital IQ
Work and increase connectivity with other Geographies
Collaborate and liaise with GCB business development team
Microsoft Excel and Power Point proficient with a high level of analytical skill, professional confidence, and presentation skills

Corporate & Investment Banking Analyst Fall Co-op Resume Examples & Samples

Interpret and save data from market data systems as Bloomberg, internal Bank systems, S&P and Capital IQ
Support Associates, VPs and Bankers in preparing pitch book materials for clients and internal presentations
Monitor and track pipeline activity and forecasting for general purposes
Collaborate and liaise with Product, Legal and Compliance teams
Understanding of financial statements and corporate credit
Must be enrolled as an undergraduate student
Previous experience through internships in banking or finance is a plus
Major in Finance, Engineering or Math preferred
Microsoft Excel and Power Point proficient

Investment Banking Analyst Resume Examples & Samples

Complex financial modeling of financial solutions including structured debt, lease and equity investments
Assisting in the underwriting, credit risk analysis, negotiation, and closing of new transactions and/or amendments of existing transactions
Assisting with legal documentation matters
Participation in client meetings to develop a deeper understanding of the client's business, management team, and past and future performance
Exceptional analytical skills with attention to detail
Strong interpersonal skills, flexibility and ability to work well in teams
Disciplined work ethic, organized, self-motivated and solid time management skills
Computer literacy including proficiency with Microsoft Excel, Word and PowerPoint
Able to furnish proof of citizenship, permanent residency or authorization to work in the U.S

Investment Banking Analyst Resume Examples & Samples

Assist managing directors with projects resulting from their coverage responsibilities
Collect and analyze data related to trends within the private equity community
Conduct industry and company-specific research; develop ideas for private equity clients
Streamline internal CRM tool allowing for greater use of internal data via custom reports
Oversee the development of the group’s marketing materials
Manage overall sponsor-related red zone targeting
Coordinate and respond to industry and product banker requests
Interact with private equity clients

Investment Banking Analyst Resume Examples & Samples

Working on both origination (pitching) and executions – live mandates within the Consumer Products and Retail sector
Analysis of financial information, creating financial models, both operational and valuation (DCF, trading and transaction comparables, Accretion Dilution, LBO)
Developing pitch book presentations along with the team
Developing an understanding of the sector and key trends and idea generation with respect to opportunities within the sector
Coordinating with global (regional) and product coverage teams on a frequent basis
Maintaining team infrastructure to best practice standards

Investment Banking Analyst, Power & Mining Resume Examples & Samples

Evaluating and analyzing the financial needs of corporate clients, including the development of financial models
Preparing marketing materials and presentations
Financial and written analysis of companies and industries
Drafting prospectuses and marketing presentations for transactions
A clearly defined interest in Investment Banking
A strong sense of personal integrity
Independent thinker and proven ability to make decisions
Related industry experience is an asset

Investment Banking Analyst Resume Examples & Samples

Analyzing public and private company financial statements
Maintaining various company and industry related databases
Performing detailed financial modeling and valuation analysis
Preparing presentations, materials and pitchbooks to clients
Supporting transaction teams in the execution of financing and advisory assignments
Other ad-hoc tasks as required
Undergraduate degree with a focus in a business, finance, accounting or related discipline
Previous investment banking experience an asset
Less than two years of professional work experience
Demonstrated strong interest in capital markets
Hardworking with strong teamwork and verbal/written communication skills
High level of attention to detail and strong time management ability
High level of proficiency with PowerPoint and Excel

CIB Investment Banking Analyst / Associate Resume Examples & Samples

Maintain dialogue with clients and build relationships
Presentation of origination ideas and transaction related materials to clients and other advisors
Responsibility for developing solutions for clients and oversight of pitchbooks
Involvement in recruiting
Previous experience in Investment Banking or Private Equity in an international environment is required
Demonstrate transaction expertise and command of underlying technical skills required
Language skills: fluency in Italian and English required
Strong financial modelling and technical skills
Understanding and appreciation of investment banking products
Strong attention to detail and quality-control focus
Management of internal conflicts, commitments and engagement processes
Strong project management and multi-tasking skills
Ability to work efficiently and diligently against stringent time deadlines
Ability to cope and manage transaction execution under pressure
Strong management skills enabling candidate to effectively manage more junior bankers in high pressure environment
Ability to multi-task and delegate appropriately
Ability to engage and interact with senior bankers and clients
Understanding and awareness of financial, legal and reputational risks facing large integrated investment banks today

Investment Banking Analyst Resume Examples & Samples

Support senior bankers in researching and creating marketing pitch
Materials, building financial models to value potential clients, and researching industries or sectors as determined by senior bankers in targeting certain clients or industries
Assist in active equity and merger and acquisition transaction execution
Including, but not limited to: financial analysis, model creation, drafting memoranda, due diligence, attending client meetings and drafting sessions, creating data rooms, and any other support services required to assist in closing an engagement
Travel to client meetings, drafting sessions, road show stops and due diligence as necessary
Participate in any other requests from senior bankers or clients
Strong financial modeling skills required. Build detailed, fully-integrated financial models to construct financial projections and test their feasibility, analyze the impact of proposed transactions on capital structures, cash flows, debt service requirements, compliance with and financial covenants, and differences in GAAP and tax treatments, etc
Experience analyzing financial statements and related data to assess historical financial performance and future outlook for client companies and prospects
Series 79 and 63 licenses required within 90 days of hire
Committed to satisfying internal and external customers
Ability to manage expectations of senior bankers, other deal team member.s and clients while working on multiple projects simultaneously
Excellent mathematical, writing, verbal and computer skills

Cib-investment Banking Analyst Resume Examples & Samples

Using in-depth analysis to generate business ideas and recommendations
Utilizing product expertise to meet client needs
Editing and refining marketing/execution materials for maximum client impact
Conducting due diligence
Day to day management of transaction work streams
Strong project management capability

Investment Banking Analyst Resume Examples & Samples

Research, analyze and document qualitative and quantitative trends in target industry sectors
Analyze capital markets and mergers and acquisitions activity in target sectors
Identify and research companies in target industry sectors with a history of acquisitions, including their current strategic objectives
Assist senior and junior investment bankers with the M&A transaction process
Assist in producing monthly industry and market reports
Support and assist the due diligence effort for both buyers and sellers
Assist in organizing the operations of a transaction closing
Create buyer and/or target lists
Build financial models for use in transactions
Bachelor's degree required, emphasis in Accounting or Finance preferred
Minimum of 1 year of experience with a financial services firm required, investment banking firm experience preferred
Will possess an ability to analyze a business situation using financial models
Be skilled at researching and collecting information on-line, via telephone, and during in-person meetings
Thorough understanding of financial statement analysis
Excellent working knowledge of Excel, Word, and PowerPoint
Ability to use research tools, databases, and other resources
Demonstrated attributes of integrity, team player, aptitude to lead, eagerness to learn, strong work ethic and executive presence
Ability to give attention to the marketing, communication, and qualitative aspects of the M&A process
Desire to be a part of a fast-paced, growth oriented, and dynamic investment banking firm

Investment Banking Analyst Resume Examples & Samples

Support FSG bankers by creating marketing materials for introductory and ongoing client coverage meetings
Track and ensure follow-up for FSG bankers’ high priority client prospects, including coordination with other senior bankers, equity research analysts, private equity firms and portfolio companies
Prepare financial buyers lists and presentation materials for pitches and sell-side processes
Support deal teams through all phases of a transaction from prospecting to pitching to execution
Travel to client meetings, pitch presentations, private equity Limited Partner meetings and industry conferences, as necessary
Internship or prior work experience in Investment Banking, Private Equity or Leveraged Finance preferred
Ability to manage expectations of senior bankers, other deal team members and clients while working on multiple projects simultaneously

Investment Banking Analyst Resume Examples & Samples

6 months to 1 year of relevant work experience (in leveraged finance, investment banking or related fields)
Experience with three-statement financial modeling, including detailed operating builds and capital structure scenarios
Knowledge of corporate finance valuation and financial accounting concepts
Strong interpersonal skills and ability to work well in teams
Demonstrated work ethic, positive attitude, attention to detail, and ability to multi-task
Proficient in Microsoft Excel, PowerPoint and Word
Series 7/79 and Series 63 certifications and formal credit training a plus
Bachelors degree from a top tier University
English
French, Spanish, and/or Portuguese

Investment Banking Analyst Resume Examples & Samples

Monitoring markets to determine indicative pricing levels
Analyzing trends in the capital markets, including macro-environment and new issue/secondary
Chaperoned communication with research on pricing and structuring of mandated private placements
Proficiency in Excel and PowerPoint as well as a familiarity with Dealogic, PrivateRaise, FactSet or Bloomberg

Investment Banking Analyst Resume Examples & Samples

Support senior bankers in researching and creating marketing pitch materials, building financial models to value potential clients, and researching industries or sectors as determined by senior bankers in targeting certain clients or industries
Assist in active merger and acquisition transaction execution including, but not limited to: financial analysis, model creation, drafting memoranda, due diligence, attending client meetings and drafting sessions, creating data rooms, and any other support services required to assist in closing an engagement
Bachelor's degree required; Business or Economics degree preferred
Strong financial modeling skills required; ability to build detailed, fully-integrated financial models to construct financial projections and test their feasibility, analyze the impact of proposed transactions on capital structures, cash flows, debt service requirements, compliance with and financial covenants, and differences in GAAP and tax treatments, etc

Investment Banking Analyst Resume Examples & Samples

Assists senior defense bankers and industry teams in advising clients on preparing for and responding to shareholder activism, activist campaigns, proxy contests and hostile suitors
Creates client presentations for defense pitches on matters including shareholder analysis, vulnerability assessments, structural defenses, governance issues and activism environment
Prepares key analysis and shareholder materials for use in live proxy fights and help develop defense strategies
Interacts with internal teams to drive marketing initiatives and facilitate engagement with the activism “ecosystem” (lawyers, PR firms, proxy solicitors)
Works on bespoke research projects such as activism publications and conferences
Strong work ethic, exceptional attention to detail, and ability to manage multiple deadlines under pressure
Proficiency in Excel, PowerPoint and Word
Knowledge of FactSet/SharkRepellent, Bloomberg, and the ISS Corporate Solutions platform is preferred but not a requirement
Bachelor’s, Master’s or JD Degree in related field
Minimum of 1 year experience. Up to 2 years of experience in investment banking or within a law firm preferred (experience in activism is preferred but not a requirement)

Investment Banking Analyst Positions for Top-performing Graduates Resume Examples & Samples

Work day-to-day on marketing and execution of various types of equity offerings such as IPOs, capital increases and sell downs of shares
Liaise with equity sales, trading and research to discuss sector and stock specific trends and investor feedback
Frequently interact with our Corporate Finance teams on various tasks and projects
Perform research on markets, companies and investors
Produce ECM related sections to pitch books
Create and interpret financial models
Interact with investors and clients on deal related and other matters

Investment Banking Analyst Resume Examples & Samples

Academic excellence
Strong quantitative background and analytical skills coupled with attention to detail; basic understanding of financial modeling and valuation is a plus
Excellent organizational skills and capacity to multi-task
Strong interpersonal skills and motivation to work as a team player
Genuine interest in financial services, private equity, and other alternative investment strategies

CIB Oil & Gas Investment Banking Analyst Resume Examples & Samples

Market, structure and execute Investment Banking transactions
Preparation of presentation and marketing materials
Undergraduate degree from a reputable university in a relevant subject area with a minimum 3.2 gpa or equivalent
Enrollment in or completion of the CFA designation or other professional designations (CA, P.Eng) is considered an asset

Investment Banking Analyst Resume Examples & Samples

Gather and synthesize financial and operating information about companies and industries
Perform valuation and financial modeling tasks based on client needs, including leveraged buyout, discounted cash flow, comparable public company and precedent transaction analyses
Draft presentations and memoranda for client meetings, pitches and engagements
Attend team discussions and client meetings, where you may be asked to deliver parts of a presentation

Investment Banking Analyst Resume Examples & Samples

Conducting industry research
Building financial models to analyze company projections or potential transactions
Preparing client presentation materials
Ability to work in teams
Highly-motivated and energetic

Download Investment Banking Analyst Resume Sample as Image file

Related Job Titles

Investment Analyst Resume Sample

Investment Banking Associate Resume Sample

Investment Banking Resume Sample

Investment Accounting Analyst Resume Sample

Cib-investment Banking Resume Sample

Corporate & Investment Banking Resume Sample

Investment Banking Division Resume Sample

Investment Banking VP Resume Sample

Investment Risk Analyst Resume Sample

Investment Analyst, Analyst Resume Sample

Analyst Investment Resume Sample

Investment Analyst Senior Resume Sample

Browse More

Investment Banking Analyst Resume Samples

The Guide To Resume Tailoring

Craft your perfect resume by picking job responsibilities written by professional recruiters

Pick from the thousands of curated job responsibilities used by the leading companies

Tailor your resume & cover letter with wording that best fits for each job you apply

Resume Builder

Resume Builder

15 Investment Banking Analyst resume templates

Read our complete resume writing guides

How to Tailor Your Resume

How to Make a Resume

How to Mention Achievements

Work Experience in Resume

50+ Skills to Put on a Resume

How and Why Put Hobbies

Top 22 Fonts for Your Resume

50 Best Resume Tips

200+ Action Words to Use

Internship Resume

Killer Resume Summary

Write a Resume Objective

What to Put on a Resume

How Long Should a Resume Be

The Best Resume Format

How to List Education

CV vs. Resume: The Difference

Include Contact Information

Resume Format PDF vs Word

How to Write a Student Resume

Energy Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst Consumer & Retail Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Transaction Advisory Services M&A Investment Banking Analyst Health Care Resume Examples & Samples

Investment Banking Analyst, Richardson Barr Resume Examples & Samples

Investment Banking Analyst, Convertibles Resume Examples & Samples

Investment Banking Analyst, High Yield Resume Examples & Samples

Investment Banking Analyst, Healthcare Resume Examples & Samples

CIB Oil & Gas Investment Banking Analyst Calgary Resume Examples & Samples

Investment Banking Analyst, Technology Resume Examples & Samples

Cib-investment Banking Analyst General Industrials Sydney Resume Examples & Samples

Investment Banking Analyst, West Coast Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst, ECM Resume Examples & Samples

Global Investment Banking Analyst Program Resume Examples & Samples

Energy Sector Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst, Leveraged Finance Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Technology Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst, Leverage Finance Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst / Associate Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst / Associate Resume Examples & Samples

Investment Banking Analyst Industrials Group Resume Examples & Samples

Investment Banking Analyst, Leveraged Finance Resume Examples & Samples

Investment Banking Analyst Campus Recruiting Coordinator Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst, Real Estate Resume Examples & Samples

Investment Banking Analyst, Consumer & Retail Resume Examples & Samples

CIB Investment Banking Analyst Taiwan Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst Capital Markets Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst / Associate Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Power & Utilities, Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst, Frankfurt Resume Examples & Samples

Investment Banking, Analyst Resume Examples & Samples

Investment Banking Analyst Resume Examples & Samples

Investment Banking Analyst / Associate Resume Examples & Samples

How to Make
a Resume

50 Best
Resume Tips

200+ Action
Words to Use

Internship
Resume