Investment Banking Resume Samples

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W Ernser

Walton

Ernser

2802 Morissette Summit

Chicago

+1 (555) 824 8564

2802 Morissette Summit

Chicago

Phone

p +1 (555) 824 8564

Experience Experience

Detroit, MI

Investment Banking

Detroit, MI

Ritchie and Sons

Detroit, MI

Investment Banking

Continue to develop and improve the process and practice of knowledge and content management within TMT/Industrials
Assist in the development and continued cultivation of client relationships
Strong working knowledge of Excel to develop financial models
Assist Management in instilling a sense of urgency and client focus across the organization
Manages the administrative assistant and market and project coordination functions for the department
Assess the effectiveness of established operational risk management controls
Contribute to the development of KM and Corporate Finance analysis tools to improve the efficiency of junior bankers

New York, NY

Investment Banking Controller

New York, NY

Gutmann-Cummings

New York, NY

Investment Banking Controller

Assist in testing, development and maintenance of IT tools
Coordinate settlements of revenue sharing between MS and MUMSS working with Mitsubishi and MS overseas finance teams
Revenue booking and accounting management for Advisory (e.g. M&A), Equity/Debt capital market products
Management of deal pipeline and updates
Preparation of various daily/weekly/monthly/quarterly financial reports to the business unit and FCG management
Balance sheet management
Create invoice to bill expenses

present

Dallas, TX

Executive Assistant, Investment Banking

Dallas, TX

Lowe-Cormier

present

Dallas, TX

Executive Assistant, Investment Banking

present

Create and maintain files of manager’s correspondence, records, etc
Responsible for diary management, travel arrangements and scheduling meetings
Provide administrative support to officers and associates
Providing support for office related admin
Preparing travel and entertainment expense reports and provide deal expense breakdown reports
Telephone cover, lunch cover and assisting in for other support staff
Assist with special projects such as conference planning/coordination

Education Education

Bachelor’s Degree in Finance

San Diego State University

Bachelor’s Degree in Finance

Skills Skills

Superior knowledge of the Microsoft Office suite (Word, PowerPoint, Excel) and the ability to quickly and independently learn a variety of industry software platforms
Proven ability to pay close attention to detail and multi-task under tight deadlines
Excellent interpersonal, presentation, oral and written communication skills in order to convey complex factual and conceptual information to others and promote the interests of CIBC
Excellent understanding of financial statements, credit analysis and accounting principles
Drive, enthusiasm, creativity and excellent interpersonal skills, particularly in dealing with teams in different offices
Strong quantitative and technical abilities
Excellent analytical ability including demonstrated knowledge of valuation techniques and practices
Strong verbal and written communications skills
Ability to work as part of a team in an environment that demands excellence, time and energy
Strong technical, computational and quantitative skills

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15 Investment Banking resume templates

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Investment Banking Senior Assoc Resume Examples & Samples

Produces factual and accurate information that's presented to the client
Seeks opportunities for development through the job itself, through special assignments, training, or external activities
Attracts and retains quality professionals that will have a positive impact on the SBU and Raymond James (RJ)
Trains, mentors, and evaluates the performance potential ofinterns, analysts, and associates
Supervises the analyst's performance expectations and evaluation criteria
Prepares and delivers standard and tailored presentations and pitches to clients
Assists with the execution of M&A and financing transactions, financial modeling, industry and comparable company analysis
Documents and supports the execution of new financing issues for corporate clients
Identifies new entrants into the space and targets these companies for attention
Originates new corporate finance ideas for clients and potential clients
Advanced concepts, practices and procedures of Investment Banking
Analyzing and interpreting financial statements
Writing skills
Gather information, identify linkages and trends and apply findings to reports
Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity
Assume full responsibility and accountability for own actions
Demonstrate uncompromising adherence to ethical principles
Prepare and deliver clear, effective and professional presentations
Be proactive and demonstrate readiness and ability to initiate action
Lead the work of others and provide training, coaching and mentoring
Use appropriate interpersonal styles and communicate effectively, both orally and writing, with all organizational levels
Bachelor's Degree in related field and a minimum ofthree (3) years of experience in the financial services industry and a MBA

VP, Investment Banking Resume Examples & Samples

Applies financial analysis, business experience and market knowledge to initiate, and/or assess the likelihood of completing a corporate finance transaction
Applies commercial judgment in assessing economic risk and return when considering acceptance of corporate finance assignments
Brings together the most appropriate team to provide exceptional multifunctional and services to the client
Oversees a team of analysts and senior associates and is responsible for executing transactions
Coordinates all the work of Analysts and interns
Attracts and retains quality bankers who will have a positive impact on the SBU and Raymond James (RJ)
Reviews progress of assignments with senior management
Advanced investment concepts, practices and procedures used in the securities industry
Identifying trends and implementing appropriate action
Analytical skills sufficient to assess and explain events in the market
Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets
Balance conflicting resource and priority demands
Partner with other functional areas to accomplish objectives
Work independently, make non-routine decisions and resolve moderately complex accounting problems
Attend to detail while maintaining a big picture orientation
Establish and maintain effective working relationships at all levels of the organization, including negotiating resources
Project a positive, professional image both internal and with external business contacts
Convey information clearly and effectively through both formal and informal documents
Master Degree in Business Administration (MBA) or related field and a minimum of four (4) years of experience in the financial services industry. Energy capital markets and advisory experience at an active investment bank + MBA + completion of first year as a VP or recently promoted to VP highly preferred

Investment Banking & Research Compliance Officer Resume Examples & Samples

Assist with implementation and communication on new and changing regulations and provide training on current and new rules and regulations
Manage the firm’s watch and restricted lists, including deal team and wall crossing information
Provide real-time expertise and guidance on rules and regulations to Investment Banking and Equity Research
Develop, update and implement compliance policies and procedures, including written supervisory procedures
Develop necessary surveillance and monitoring of communications between public and private functions as well as Investment Banking and Research
Manage the SEC and FINRA examinations of the area of responsibility and coordinate response, when necessary
Manage relations with the regulatory authorities and respond to regulatory inquiries and investigations
Prepare and file certain regulatory filings and reporting
Conduct compliance testing per FINRA regulations
Provide Compliance Chaperone coverage for communications between Investment Banking and Equity Research
Conduct IB and Equity Research annual compliance meetings

AML Compliance Markets & Investment Banking Advisory Resume Examples & Samples

Providing general guidance on AML policies and regulations and liaise with Business and Supporting Functions for day-to-day Compliance-related issues and questions
Working with the GFCC Policy team to review and implement business-specific local KYC and AML procedures, to ensure accuracy and compliance with appropriate Global AML Policies and Standards
Working with the wider GFCC team to aid in GFCC wide projects and initiatives as related to the Investment Bank
5-12 years work experience in a compliance, audit, risk management or control function
Exposure to AML Compliance work
Possess a working knowledge of banking operations, financial services laws and regulatory environment, investment banking knowledge will be an advantage
Strong communication - written and interpersonal

Cib-latin Ameria Investment Banking Coverage & M&a-analyst Resume Examples & Samples

Build and maintain complex financial models to perform analyses under different scenarios
Perform full valuation analyses, including DCF, trading comparables, precedent transactions, LBO analyses, among others
Prepare and review complex financial analyses, including transaction impact analyses such as earnings accretion/dilution and value creation
Participate in day-to-day deal execution, interacting with senior deal team members, senior client executives, transaction counterparties and other advisors
Prepare pitches, descriptive memorandums, management presentations, Board presentations and other materials
Design and analyze transactions' rationale, structures, financial impacts, etc Monitor and evaluate current events related to clients, industries or transactions
Bachelors' degree from a leading university and fluency in English - experience in M&A is highly preferred
Strong knowledge of corporate finance and accounting, as well as basic understanding of legal and tax aspects related to M&A transactions
Solid financial modeling/valuation, including DCF, LBO, trading comparables, precedent transactions, accretion/dilution, value creation analysis, three-statement models and combined pro forma models
Ability to work in a fast-paced environment, handling multiple projects with different teams and under time constraints

Ib-investment Banking Resume Examples & Samples

Work independently, producing high quality deliverables such as Descriptive Memorandums, management presentations, Board materials and other presentation materials for use in M&A transactions or strategic client dialog
Leverage and coordinate the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners in debt and equity capital markets and corporate finance advisory
Provide leadership, mentorship and supervision to Analysts
Bachelors' degree from a leading university; MBA is required for candidates that were not directly promoted from Analyst to Associate within a leading Investment Bank
At least 2 full years of experience in Capital Markets, Investment Banking or a Corporate Finance related role, , investment banking or a corporate finance related role (i.e. pre-MBA, or equivalent level for direct Analyst promotes). Experience in M&A is highly preferred, but will consider banking experience in an industry coverage group, private equity or similar field
Ability to comfortably interact with clients in a professional and mature manner
Intellectual curiosity, strong work ethics and desire to learn
Ability to work in a fast-paced environment, handling multiple projects with different deal teams
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity

Investment Banking Technology Trainer Associate Based Resume Examples & Samples

Continuously learn the various technology applications within Banking (Desktop, Web, Mobile)
Deliver varied forms of training to capture maximum participation
Ensure adequate tracking/metrics of training delivery and work with L&D and Tech to measure impact on usage/ROI
First Class interpersonal, communication and training skills (both to groups and individuals)
Excellent Customer Service skills
Training technology tools and/or Business Analysis experience

Compliance / Investment Banking & Research Resume Examples & Samples

Interact with Investment Banking and Research departments and serve as advisory liaison
Coordinate with Research regarding permissible distribution and content (including research reports, marketing materials, sales force memoranda, teach-in documents, internal use only communications)
Address issues connected to Personal Trading, Outside Business Activities, Registration, and other conflicts of interest
Undertake special projects as assigned
Identify regulatory and reputation risks to the firm and address with the Head of the US Control Room and Senior Management
Assist the Head of the US Control Room with global initiatives and enhancements relating to the Restricted and Watch Lists and areas which may pose a conflict of interest to the firm
Assist the Control Room in their daily functions
5-10 years experience in a similar function
Understanding of the functions and operations of a Control Room
In depth knowledge of rules and regulations pertaining to offerings, M&A transactions, exchange offers, tender offers, Anti-Fraud Provisions and regulatory restrictions between Research and Investment Banking departments
Experience interpreting regulatory rules and writing, implementing compliance policies and procedures
Strong working knowledge of compliance risks associated with Investment Banking and Research Departments
Self-starter with ability to follow through on issues and resolve in a timely and reasonable manner

Investment Banking Resume Examples & Samples

Graduate from a top MBA program 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 motivation and commitment to working hard
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 Valuation Risk Analyst Resume Examples & Samples

Monthly mark review production to ensure positions are marked correctly in the firm’s books and records. It covers a broad range of listed and derivative products
Interaction with the trading desks and other internal/external parties in New York, London and Hong Kong
Preparing summaries on mark review results for senior finance executives and the Business Units
Developing and standardizing the existing Mark Review processes
Good understanding of financialmarkets and products and ability to learn new products
Degree in finance, economics orother quantitative discipline like mathematics
Strong Inter-personal andcommunication skills
Solid knowledge of Excel

Investment Banking Controller Resume Examples & Samples

Preparation and analysis of various monthly financial reports to the business unit and FCG management
Month end check and control of the regional and global expense charges and allocation to the business unit
Preparation of weekly and monthly revenue reports
Ad hoc revenue reporting
Ad hoc expense trend analysis
Minimum Bachelor degree
Basic knowledge of finance or accounting concepts, processes
Solid knowledge of Microsoft Office, and/or other relevant applications

Investment Banking Resume Examples & Samples

Requires at least 1 year of investment banking experience
Desire for aMedia andCommunicationsexperience during theAnalyst years
Graduate from a topundergrad program

Investment Banking Controller Resume Examples & Samples

Manage Dual Hatted Controllers team supporting MSMS (Morgan Stanley consolidated entity) Global Capital Market Division and MUMSS (MUFG consolidated entity) Investment Banking Division under Joint Venture structure between MS and MUFG
Revenue booking and accounting management for Advisory (e.g. M&A), Equity/Debt capital market products
Management Reporting (revenues, expenses, profitability analysis)
Pipeline Reporting (deal status tracking)
Client billing management : Fee caluclation/invoicing, client billable expense tracking/invoicing
Coordinate settlements of revenue sharing between MS and MUMSS working with Mitsubishi and MS overseas finance teams
Participate in IT development project
Process renovation
Manage team of 3
Leadership and people management skill and good communication skill
Accounting and product knowldge about Investment Banking Business is preferable, but not mandatory
Strong communication skill both in verbal and writtenJapanese

VP / Associate, Investment Banking Resume Examples & Samples

Master’s or undergraduate degree in Business Administration or related fields plus investment banking experience as an Associate/Vice President, or related occupation, working with multinational corporate clients for a global financial services firm
4-6 years of experience including analyzing, advising, developing and executing strategic investment banking transactions internationally in diverse industries. Transaction experience in the following areas: mergers, acquisitions, divestitures, joint ventures, defenses, proxy contests, leveraged capital transactions, restructuring and recapitalization advisory, private capital and public equity transactions as well as structured finance and debt transactions across wide range of products on a global level
Must have strong leadership skills
Strong people management skills – able to motivate, direct and empower team members through ongoing feedback and coaching
Strong team player: able to contribute to a team environment that balances individual initiative and team accomplishments. Ability to work under tight deadlines and in a team environment
Client-centricity – Ability to establish rapport with clients so they feel that they have a “personal” relationship with the Firm/Division
Strong professional skills - recognized for product/financial knowledge, analytical skills and execution experience
Excellence – able to identify opportunities to optimize a team’s talents and an ability to contribute to profitability and efficiency
Innovation – able to identify creative solutions in the face of complex problems
Proactive; self motivated and goal oriented

Investment Banking Resume Examples & Samples

Telephone coverage, answer phones, take accurate messages, know executives’ whereabouts at all times, handle urgent/confidential calls with appropriate judgment; back-up other lines, as needed, for bankers and colleagues
Able to work well remotely with banker when they are traveling
Heavy client interaction with high-level executives; act as liaison with clients and their assistants
Coordinate all related conference rooms including any catering, audio/videoconference set up
Arrange all aspects of travel, keeping executives’ travel profile up-to-date, manage approvals, arrange flights, hotels, rental car and sedan service, currency exchange
Prepare all itineraries
Prepare and submit all expense reports on a timely basis, following up on discrepancies and missing receipts to maintain current balances
Type correspondence, memos and presentations, prepare presentation and meeting materials; copy, collate, bind if necessary
Maintain filing system, correspondence, documents and personal files for bankers
Retrieve research or other necessary materials from intra/internet
Send and retrieve digital and inbound faxes
Open and distribute executives’ mail, sort and prioritize; arrange messenger and overnight package services
Train temporary workers on phones and all office routines
Provide backup support for colleagues during vacation/sick days, and assist their bankers as needed with phone coverage and other office needs
Miscellaneous support: setup and maintain mail groups, keep orderly, fully-functioning work area
Excellent communication, writing, judgment, and problem-solving skills
Strong attention to detail as well as solid organization/time management skills
Able to work in a fast-paced environment and handle multiple tasks concurrently
Must be flexible to covering different bankers as group grows or changes
College Degree Preferred or Relative Corporate Experience preferred (5 Years of Experience)
Proficient in Microsoft Office applications, especially Outlook for email, calendar and contacts
Other applications helpful include Excel, PowerPoint, internet and research tools
Solid typing skills (60 wpm)
Keep up to date with office procedures and technical training as well as all policy guidelines and compliance requirements

Investment Banking Senior Associate Resume Examples & Samples

Produces factual and accurate information that's presented to the client
Attracts and retains quality professionals that will have a positive impact on the SBU and Raymond James (RJ)
Advanced concepts, practices and procedures of Investment Banking
Advanced concepts, practices and procedures of Tax and Accounting
Analyzing and interpreting financial statements
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
Lead the work of other and provide training, coaching and mentoring
Interpret and apply policies and identify and recommend changes as appropriate
Use appropriate interpersonal styles and communicate effectively, both orally and writing, with all organizational levels

Ib-investment Banking Resume Examples & Samples

Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources
Perform full valuation analyses, including DCF, trading comparables, precedent transactions and LBO analyses
Prepare and review complex financial analyses, including transaction impact analyses such as earnings accretion/dilution and value creation
Participate in day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
Manage due diligence processes, including preparing virtual data rooms, tracking and coordinating the information flow, and reviewing and analyzing company information
Prepare descriptive memorandums, management presentations, Board presentations and other materials for use in M&A transactions or strategic client dialog
Monitor and evaluate current events related to the client, its industry or the transaction
At least 1-2 full years of experience in Investment Banking at the Analyst level. Experience in M&A is highly preferred, but will consider banking experience in an industry coverage group, private equity or similar field
Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, accretion/dilution, value creation analysis, three-statement models and combined pro forma models
Knowledge of corporate finance and accounting, as well as basic understanding of legal and tax aspects related to M&A transactions
Experience analyzing company financials
Ability to conduct thorough, independent research

Investment Banking Product Control Senior Analyst Resume Examples & Samples

Manage the daily production of desk level P&L and balance sheet. Will include explanation of P&L movements to management, profit attribution analysis, responsibility of position reconciliation’s, balance sheet analysis and control
Drive improvements to the control infrastructure. The infrastructure is currently undergoing significant change as part of a global automation initiative. This role will be instrumental in making sure that the EMEA requirements and painpoints are represented and addressed as part of this programme
Have an understanding of desk level strategies to spot or highlight risks and erroneous behaviour
Be a valued business partner to other departments from a finance perspective. Be aware of booking entries and related accounting treatments
Understand the Valuation Control process and its impact on the P&L
Understand the key controls, own the control infrastructure and document those controls on a regular basis for internal and external reviews
Understand the front to back system and process flows and reconciliations. Interaction with Traders, Middle Office, Risk Management and Accounting Policy on review complex transactions for pricing, reserving and control issues
Reviewing new trades, understanding the structure, associated risks and the P&L generated on them
5 years of experience in the field of accounting or finance
Corporate treasury, Big 4 audit and/or investment banking related experience is an advantage

Investment Banking Product Control Analyst Resume Examples & Samples

Ensure that the firm's risk portfolios are fairly valued
Reconciliation between front and back office systems
Ensure that market-leading standards are achieved through continuous development and maintenance of strong controls
Qualified ACA/ACCA/CIMA/CFA is an advantage
Good understanding of Capital Markets
Understanding of valuation concepts as they pertain to financial products / derivatives
Good negotiation skills

Associate, Healthcare Investment Banking Resume Examples & Samples

Tracking business development (collect research, analyze industry trends)
Are committed to their own personal success and the success of the institution as a whole
View our clients as their first priority

VP, Investment Banking M&A Resume Examples & Samples

Perform complex economic and financial analysis including assessing capital structure alternatives, cost of capital implications, restructuring strategies, and valuation enhancing alternatives
Initiate, strategize, oversee due diligence and execute global and cross-border financial transactions including mergers, acquisitions, divestitures, joint ventures, unsolicited defense, hostile offers, proxy contests, restructurings, strategic partnerships, spin-offs, exchange offers, leveraged buyouts, and leveraged capitalizations
Manage and supervise Analysts and Associates in the preparation of complex financial models and financial valuation analysis
Manage and oversee advisory services including process management, as well as the preparation of detailed industry and company analysis materials
Establish and maintain strategic communication with existing and potential clients, provide financial advice and solutions for strategic problems and assist clients in achieving short-term and long-term strategic objectives
Perform business development and initiate banking relationships
Work directly with senior-level financial and strategic decision-makers of corporations and emerging growth clients
Bachelor’s degree in Finance or closely related areas of Business Administration
7+ years in the financial services industry, specifically within Investment Banking (or 4+ years of Associate Investment Banking experience with a Master's degree in Business Administration)
Experience with large corporate clients, M&A transactions and capital raising
Series 79 and 63 licenses required

Investment Banking Product Control Team Leader Resume Examples & Samples

Manage the daily production of desk level P&L and balance sheet. Will include explanation of P&L movements to management, profit attribution analysis, responsibility of position reconciliation’s, balance sheet analysis and control
Drive improvements to the control infrastructure. The infrastructure is currently undergoing significant change as part of a global automation initiative. This role will be instrumental in making sure that the EMEA requirements and painpoints are represented and addressed as part of this programme
Participation in desk level activities, including preparing the daily product specific business level revenues and commentary
Have an understanding of desk level strategies to spot or highlight risks and erroneous behaviour
Be a valued business partner to other departments from a finance perspective. Be aware of booking entries and related accounting treatments
Understand the Valuation Control process and its impact on the P&L
Understand the key controls, own the control infrastructure and document those controls on a regular basis for internal and external reviews
Understand the front to back system and process flows and reconciliations. Interaction with Traders, Middle Office, Risk Management and Accounting Policy on review complex transactions for pricing, reserving and control issues
Reviewing new trades, understanding the structure, associated risks and the P&L generated on them
Team management responsibility
5 years of experience in the field of accounting or finance
University or College degree, preferably specialized in accounting or finance
Corporate treasury, Big 4 audit and/or investment banking related experience is an advantage
Good understanding of capital markets
Good financial accounting skills
Control focus / Risk awareness / Auditor approach
Excellent spoken and written English
Strong communication skills - written and oral
Strong MS Office computer skills (especially Excel)
Ability to meet tight reporting and project deadlines
Pro-active attitude
Experience in a supervisory/management role - advantage

Investment Banking Financial Analyst Intern Resume Examples & Samples

Last year University/College student at a Hungarian institution, specializing in Accounting/Finance (or related)
Strong MS Office computer skills (especially Excel)
Ability to meet tight reporting and project deadlines

Investment Banking Controller Resume Examples & Samples

New deal administration – job code setup, confirmation of compliance docs
Deal cost analysis & invoices preparation
P/L & B/S management (i.e. GL entries, P/L recon & B/S review)
Management of deal pipeline and updates
Liaise with other product controllers for revenue & expense queries
Preparation of various daily/weekly/monthly/quarterly financial reports to the business unit and FCG management
Ad hoc revenue and expense reporting
LI-JG1
Bachelor Degree (Business/Accounting related degree preferred)
3 or more years of industry experience preferred
Qualified Accountant (CPA/CA) advantageous
Practical knowledge of finance or accounting concepts and processes
Strong communication skills in both written and spoken English
Strong numeracy and analytical skills, experience in reporting of large volume of data
Ability to work well and accurately under pressure and meet deadlines
Some exposure to change, managing and delivering projects
Strong organizational skills to effectively management wide ranging requests

VP of Internal Audit Investment Banking Resume Examples & Samples

Plan, execute and document audits with limited supervision in a risk focused manner and to a high standard in accordance with department and professional standards
Plan, execute and document audit reports for audits conducted within the IS business, including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow-up and verification of issue closure. Ensure audits are completed timely and within budget
Enthusiastic, self motivated, effective under pressure and willing to take personal risk and accountability

Transaction Advisory Services Investment Banking Life Sciences Analyst Resume Examples & Samples

A bachelor's degree and 1-2 years of related work experience
An efficient use of research databases
A willingness and ability to travel as necessary

Global Investment Banking Summer Analyst Program Resume Examples & Samples

Performing various financial analyses, including valuations and merger consequences
Conducting comprehensive and in-depth company and industry research
Preparation of presentation and other materials for clients
Participation in due diligence sessions
Communication and interaction with deal team members
Management of several projects at once and work effectively as an individual and as part of a team
Assertiveness, initiative, leadership, strong work ethic, team focus

Associate, Investment Banking Resume Examples & Samples

Play a key role supporting origination, opportunity evaluation and deal execution, working on a broad scope of assignments and products in the Technology industry
Work closely with senior and junior bankers and expected to make an immediate contribution
Prepare presentation and other materials for clients
Perform various financial analyses, including valuations and merger consequences
Conduct comprehensive and in-depth company and industry research
Participate in due diligence sessions
Communicate and interact with deal team members and clients across different regions
Manage several projects at once and working effectively as an individual and as part of a team
MBA degree with outstanding academic qualifications
A track record of superior performance in extracurricular and professional activities
Dedication to building a career in the investment banking industry
Knowledge of or experience in Technology industry preferred

Investment Banking Department Resume Examples & Samples

Fulfilling RA and banker information requests, especially in evenings and on weekends, for among other things: (1) agency-published company, industry and technical reports; (2) agency reports showing the derivation of historical adjusted credit ratios for rated companies; (3) standard pages describing the ratings process, rating fees, the pros/cons for getting rated, etc.; (4) custom searches of agency databases to identify precedents and examples needed by bankers for pitches or deals; and (5) schedules of comparable-company ratings (showing (a) methodology-derived Indicated corporate ratings; (b) Definitive ratings vs. Indicated ratings; and (c) Moody’s ratings vs. S&P ratings)
Applying agency-published methodologies/models to derive: (1) estimated pro forma credit ratios adjusted for operating leases, pensions, etc.; (2) indicated corporate ratings based on sector-specific methodologies and other decision frameworks; (3) debt-instrument ratings (based on Moody’s loss-given-default [LGD] model and S&P's recovery analysis framework); and (4) liquidity ratings
Developing/updating standard RA pages for pitches and other client meetings, including (1) the pros/cons for getting rated, descriptions of the ratings process, rating fees, etc.; (2) qualifications and credential pages, including deal tombstones and lists of previously worked-on sector- and situation-specific deals; and (3) selected case studies
Developing/applying RA templates for ratings assessment presentations to bankers and clients
Preparing standard pages for pitches and other presentations on technical issues, including (1) the derivations of estimated pro forma credit ratios, indicated and definitive corporate ratings, instrument ratings, and liquidity ratings; (2) selected pages for banker training presentations; and (3) selected pages for occasional presentations to IBD and coverage/products groups on new rating methodologies and other agency-related developments
Preparing selected pages for clients’ presentations to rating agencies
Deriving deal-specific estimated rating-agency fees
Candidate Value Proposition
Internal mobility is encouraged
Demonstrated academic achievement
A basic knowledge of accounting for financial reporting and financial statements
Ability to multi-task with strong attention to detail
Demonstrated ability to work in a time-sensitive environment
A can-do attitude and willingness to ask questions when clarity is needed
Demonstrated interest in business (industries, companies and industries), especially from a credit perspective
A basic familiarity with capital markets
Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must
Willingness to travel and spend time in New York for possible training

PMO Analyst Investment Banking Resume Examples & Samples

Maintain financial controls and systems for recording, monitoring, forecasting and budgeting of all project expenditure
Work closely with the financials lead on all aspects of the budgeting and forecasting lifecyle
Monitor Risk & Issue management & appropriate escalation
Task tracking i.e. capture & manage to close all approvals/deliverables in a timely manner
Fully support infrastructure and build projects including administration, organisation of project meetings and minutes
Maintain existing departmental and Project Office policies and procedures
Continue to update and improve business and project methodologies
Support all Project and Program Managers with day to day running of project admin tasks
Excellent oral and written communication skills necessary to effectively communicate issues, risks and progress on complex processes to multiple stakeholders including Front Office and IT Management
Prioritize tasks, work within deadlines, taking a pragmatic and considered approach, paying close attention to details
Has the confidence and ability to convincingly structure, summarise, defend and present recommendations
1-3 years experience as a PMO analyst
Strong computer skills, especially Excel, Visio, Power Point and SharePoint
Banking and/or consultancy background and an understanding of structured program management in the banking arena
A proven track record of successfully supporting highly complex projects within a banking environment

Corporate Intern Investment Banking Resume Examples & Samples

Performs other duties and responsibilities as assigned
Fundamental concepts, practices and procedures of a professional office environment
Organize and prioritize multiple tasks and meet deadlines

Investment Banking Controller Resume Examples & Samples

Daily P&L reporting of European IBD products
Revenue recognition and booking into the in-house pipeline system
Preparation of weekly performance review pack with the Business Unit
Management of IBD pipeline, project updates
Monthly P&L reconciliation
Management of aged ‘receivables’ balances for IBD core products
Participation in client fee and expense billing

CIB F&bm-asia Investment Banking Profit & Loss Associate Resume Examples & Samples

Process, record and report P&L generated by the business in a controlled, accurate and timely manner
Perform P&L and position reporting and report the make up and drivers of the P&L with commentary
Report front office sign off results and resolve issues accordingly
Work closely with the Middle Office, LEC, Controllers, Business Managers and Front office
Closely work with Financial Control in Mumbai and Delaware to ensure proper financial controls are in place for the business
Participate and lead system enhancements and work-flow re-engineering projects, and other ad-hoc information requests and projects
Ensure sound P&L control environment by continuous improvement and adhere to new standards and regulations
Ensure continuous adherence to the firm-wide P&L standards
Main P&L contact for FO, regional Controllers & Business managers (Hong Kong, Australia and Japan)
Complete & consolidate daily, weekly and monthly reporting – working closely Middle Office, Controllers, Front Office and Business managers, and reports daily to DRR
Maintain commentary on deals booked and other analysis
Follow up and resolution of unexplained items, breaks, FO/BM queries on P&L
Complete metrics to monitor P&L performance
Perform daily, weekly and monthly controls and review on P&L, risks and positions
Reconcile of Aqueduct, DRR, P&L and general ledger
Completion of monthly FX trade out and assist on transfer pricing processes
Complete ad hoc queries and projects as required
Drive continuous process improvements
Be trained and back up the Product Controller function as needed
Minimum 2 years’ experience with banking / financial services background
University degree in Finance and Accounting preferred
Dynamic team player able to adapt to changing environment and multiple demands
Strong work flow management and control mindset
Good interpersonal, communication and problem solving skills
Strong organizational and time management skills and able to work on multiple projects with competing deadlines

Operations Securities Investment Banking Syndicate Operations Associate Resume Examples & Samples

Solid understanding of primary and secondary debt security markets
Proven process re-engineering skills
Effective analytical ability

Investment Banking Financial Controller Resume Examples & Samples

Revenue reporting and analysis to Business Units
Working collaboratively with global Trading Fee Controlling group, global stakeholders, traders, clients and other departments
Understanding of financial products
Demonstrated ability to: prioritize competing responsibilities, work under pressure, meet challenging deadlines and capability to build and maintain effective business relationships
Pro-active attitude

Investment Banking Controller Resume Examples & Samples

Working as Dual Hatted Controller supporting MSMS (Morgan Stanley consolidated entity) Global Capital Market Division
Excelent communication skill
Accounting and product knowledge about Investment Banking Business is preferable, but not mandatory
Japanese verbal & read & write communication skill, English communication skill

Finance Business Partner Global Investment Banking Technology Resume Examples & Samples

Supporting the IB IT CFO with business partnering activities and cost decision support for IB IT and their management team
Cost control is a key focus across Group Technology and Continuous development of MI to specifically aid cost reduction and other change initiatives in order to support strategic planning and decision-making is critical. Specifically leading the Consumer Forecast (allocations to the IB business division) process including providing transparency and advice on how to reduce IT allocations
Supporting the monthly financial reporting and forecasting process together with commentary and storyboard. Support for IT business cases, their approval process and a mechanism where costs and benefits can be tracked and reported
Preparation of the annual Operating Plan and other administrative tasks and ad hoc requests received by the team. As well as engaging with regional Finance and Business teams to extract relevant data for the provision of ad hoc reporting requests
Support the Group Technology Transformation strategy, shaping and leading change initiatives which implement the Technology business strategies. In collaboration with CC CFO and Technology stakeholders, identify appropriate metrics, standards and desired targets to drive the transformation change agenda to conclusion with desired benefits

Investment Banking Product Controller Resume Examples & Samples

Preparation and analytical review of weekly Market share reporting (League Tables)
Distribution of weekly Market share top deals e-mail to senior members of the Business unit and Finance
Handling of ad hoc requests from Bankers relating to client and coverage revenue reporting
Ownership of transferring & reconciling originating business revenues into Investment Banking reporting tool to booked revenues
Global coordination of variance commentary for the revenue reconciliation
Distribution of weekly coverage revenue reporting to Bankers
Liaison with IT on system enhancement projects
Testing of roll-out of new Investment Banking Reporting tool
Think critically, challenge accepted processes and suggest alternative solutions

CCS Investment Banking Supervisor Balance Sheet & Revenue Controls Resume Examples & Samples

Advisory Business
Equity Capital Markets cash and derivative business
Debt Capital Markets cash and derivatives business
Experience of managing P&L production team is preferable
Experience in controlling traditional Investment Banking business (e.g. Corporate Advisory) is desirable

Internal Audit Manager Investment Banking Resume Examples & Samples

Leading discussions with auditees and business leaders regarding audit findings and issues
Managing audit teams on a day-to-day basis and ensuring audits progress as planned
Acting as a key contact point for the business and providing input into the planning process and value-added reporting
Inputting to audit plan
Audit assignment planning
Reviewing and directing audit testing
Performing more complex and challenging audit testing
Reviewing documentation of planning, testing and findings in the audit toolkit
Ensuring proactive and fully supportive participation of team in enterprise-wide audits and audits of Principal Risks
Building relationships with business management to abreast of risk and control issues
10+ years of investment banking experience
Prior exposure to an audit role, preferred
BA in Accounting / Finance
Financial, operational and product audit expertise

Application Architect Investment Banking Resume Examples & Samples

Work on a variety of key, strategic projects to ensure overall direction and strategy is in line with the IB and CS wide strategy
Drive application landscape management to reduce complexity and overall cost to the organization
Work with the group wide architecture functions to ensure corporate/ group strategy works for the Investment Bank
Work with the product lines to optimise their BoW – identifying overlaps, divergence from strategy etc
Work on specific initiatives to articulate architectural opportunities and develop business cases/ project scope or directional changes as appropriate to realize the opportunities
Participate in reviews to ensure architecture alignment and to facilitate issue resolution and communication
Identify re-use opportunities and promote the re-use of components across the architecture
Provide consultancy and guidance to application teams concerning architectural policies and standards
Promote architecture concepts and discipline across the organization
Work on a target governance model for application and data current and target state models

Investment Banking Strategy Managers Required Resume Examples & Samples

Work on the Bank's highest priority strategy questions at the Group, geography and/or business-unit level
Play a pivotal role on engagement teams managing deliverables, leading problem solving, driving analysis, developing recommendations and communicating findings
Work with senior business and functional stakeholders to develop and align perspectives
Draft strategy papers for the Executive management and the Board of Directors
3-5 years work experience
MBA Qualified
Financial services background is an advantage
Excellent problem solving, structuring and critical thinking skills
High energy, adaptable, ability to multi-task when necessary

Investment Banking Equity Derivatives Chief Operating Officer Analyst Resume Examples & Samples

Preparation of regular business packs for senior management reporting including the Weekly Business Pack, Weekly Attribution, Business Commentary and Quarterly Business Reviews
Participation in and preparation of materials for a variety of key supervision and governance forums such as the Business Pulse meetings, Platform Efficiency Governance Committee, Equity Derivatives Index Committee and various Sales Governance meetings
Perform periodic reviews and tyrekicks on behalf of the business to meet supervisory and regulatory deliverables
Work with IB Finance and Expense Management to review expenses and approvals / efficiency management initiatives
Work with the broader COO team in relation to the compliance and control framework within the business, including relevant control and MI monitoring, updating of procedures manuals, assisting with the management and closure of audit points
Ensure there is a robust supervisory structure/framework across the various desks: Review, enhancement, production and monitoring
Ensure compliance with new and existing Regulatory requirements
Fulfillment of ad-hoc requests for senior managers
Liaison with key support areas (in particular Operations, PC, IT and SRM) in relation to the on-going support of the business and co-ordination of new initiatives/projects
Help to drive books of work to deliver on key business initiatives
Assistance with the production of presentations for senior management: Regular and ad-hoc
Quality assurance and preparatory work for internal and external reviews
Review and quality control of access and permissions
Good all round knowledge of financial markets, business finance & reporting systems
Track record in producing quality analyses for senior management
Experience in project management / delivery of projects
Strong academic record
Well developed analytical skills with attention to detail
Implicitly trustworthy
Excellent communication skills (written & verbal). Strong communicator with the confidence to deal with senior management
Very organised, good time management
Strategic thinker/ pro-active
Equities/ Flow product knowledge – a reasonable understanding of the front to back processes within the equities product
Excellent knowledge of excel and PowerPoint

Analyst, Power Team, Investment Banking Resume Examples & Samples

Educational or work experience related to financial services organisations
Knowledge of Power sector would be advantageous
Strong communication skills (both written & verbal) at all organisational levels - Attention to detail and clarity

VP-investment Banking Resume Examples & Samples

Support the institutional effort against identified clients
Grow revenue from the portfolio of relationships
Lead the execution of identified M&A and capital raising transactions
Pitch and market Investment Banking ideas to existing and new viable prospects
Market deals using a coordinated approach to prospecting strategy with relevant Industry, Product and Corporate Banking partners
Liaise with Citi’s network to develop relationships globally
Manage and mentor and develop 5-6 juniors within the team to ensure their job satisfaction and development. Support recruitment as and when required
Take responsibility for certain identified relationships
Demonstrate specific investment banking product (M&A, ECM, ELCM, HY Debt, IG Debt) expertise
Proven successful advisory and capital raising mandates
Proven expertise of leading a team on transaction execution
Existing network within the South African client base is preferred
Analytical – Assimilating new information quickly and relating it to the needs of the client base
Proactivity – Identifying new business opportunities
Verbal and Written – Communicating the detail of complex client relationships to a broad range of internal contacts
Team management and team player – managing and/or working with a team of professionals across geographies, industries and products
Understanding of bank and client tolerances and negotiate to satisfy both
Strong negotiator, coordinator and a confident and credible presenter
Investment Banking background gained from a reputable, international firm where you will have gained first class training and development as a banker
Educated to degree level with a minimum UK grade of 2:1 (or equivalent)
Knowledge and understanding of locally applicable laws and regulations including JSE listing rules and Takeover Code is preferable

IB Investment Banking Corporate Finance Advisory Analyst Resume Examples & Samples

As an Investment Banking Analyst, your responsibilities may include, but are not limited to, the following
Performing financial analysis using industry standard and proprietary models
Building financial models to address new problems
Learning and interacting with J.P. Morgan's clients, products, services, and business practices
Executing client transactions from start to closing
The work in Investment Banking is fast-paced, demanding, and intellectually stimulating and requires individuals who thrive in that type of environment
We look for candidates with strong quantitative, analytical, and communication skills
You should also be adaptable, able to manage projects independently, and ready to assume a high level of responsibility as a productive member of a team
Undergraduate degree in the sciences, engineering, or finance is strongly preferred. Graduate degree in similar fields will be a plus
Existing experience in investment banking, capital markets or sales & trading is a plus

Investment Banking Recruiting Manager Resume Examples & Samples

Coordinate on-campus events, including presentations, receptions and first-round campus interview schedules
Conduct initial candidate screens
Set up and coordinate interview days. Manage the candidates throughout the day, collect interviewer feedback and facilitate candidate review sessions
Manage offers and the candidate closing process within Investment Banking and ensure proper follow-up with candidates
Responsible for Investment Banking summer internship program planning and logistics
Potential travel for on-campus recruiting and/or campus presentations
Team-player orientation with the ability to work with individuals with a wide range of experiences and backgrounds
Must possess an innate sense of urgency, with a true desire to go above and beyond to service clients
Ability to work independently. Must be proactive, have good follow through skills and work effectively as a team player
Strong PC skills with demonstrated knowledge of Microsoft Office. Experience using an applicant tracking system preferred

VP Oil & Gas, Investment Banking Resume Examples & Samples

Analyzing the financial statements and operating metrics of public companies within the Oil & Gas sector to generate industry insights
Developing a thorough understanding of the trends and competitive dynamics within the sector
Understanding the financial impact of decisions on the client’s organization
Coordinating the appropriate organizational resources to deliver product solutions and advice to clients
Ongoing involvement in the identification and recruitment of potential new hire candidates for the Oil & Gas Group
Minimum of five years of investment banking experience
Relevant client interaction and transaction experience in the Oil & Gas industry
Ability to work independently and as part of a team
Undergraduate Degree in Business (Accounting, Finance, Business Admin, Economics, etc.) or Liberal Arts
Series 79 and 63 certifications

Analyst, Investment Banking Resume Examples & Samples

View our clients as their first priority
Understand the global nature and demands of business today
1+ years of prior investment banking experience is preferred
Completion of an undergraduate degree in finance or equivalent
Strong team player and entrepreneurial spirit
Ability to manage time and meet tight deadlines
Thorough knowledge of the fundamentals of accounting and corporate finance
Proficient computer and financial modeling skills

Associate, Investment Banking Resume Examples & Samples

3+ years of prior investment banking experience is preferred or alternatively an MBA or an equivalent advanced degree
Strong team player and entrepreneurial spirit
Ability to manage time and meet tight deadlines
Thorough knowledge of the fundamentals of accounting and corporate finance
Proficient computer and financial modeling skills

Associate, Healthcare, Investment Banking Resume Examples & Samples

Creating financial analyses (build financial models, valuation analyses, merger modeling, corporate finance solutions, etc.)
Assisting with client development (coordinate data with clients, assist in presentation of new ideas to clients)
Working on teams (coordinate with team members, deliver projects on a deadline)
Evaluate corporate transactions and their structures
Take pride in all aspects of their work, recognizing it is a reflection not just of the firm but of themselves
Understand the global nature and demands of business today
Are analytical and enjoy working with numbers and solving problems

Production Specialist, Investment Banking Resume Examples & Samples

Production duties include: Printing, binding, scanning and photocopying
Responsible for overseeing printer/fax/binding machine maintenance and support
Responsible for keeping the various production rooms clean and orderly as possible
Minor editing and formatting of PowerPoint presentations and marketing materials
Help coordinate quarterly and year end reporting initiatives
Participate in and assist with morning comments
Provide research support to analyst as required
Assist with special ad-hoc projects, presentations and initiatives as assigned
LI-RB1

Investment Banking Risk Quality Assurance Lead Americas Resume Examples & Samples

Utilize functional Testing framework currently in use
Define & maintain standards in sync with Production & Shared Testing Services Group (PTG) expectations
Manage global and regional team deliverables and provide management reporting
Define and run the operational delivery of cross functional testing and work directly with the business to ensure a single point of contact for Rates testing
Experience in Manual Testing, QA, Testing Processes and Methodologies, Shared Services methodologies
Prior Business Process Management experience will add value to the ability to understand the transaction flows to assure all cross functional areas are included in Testing
Excellent Investment Banking (IB) process knowledge will enable the success in being able to work with both the business and technology to bridge the gap from construction to delivery
Excellent knowledge of OTC Derivatives Platforms and products required
Minimum 7 years’ experience as Test Manager working with large teams
Work as a strategic partner to the various IB Testing Managers
Lead cross-functional projects and collaborate Needs Assessments, Strategic Planning and development of testing services
Analyze requirements, functional and technical specifications to define test scope and test approach
Define testing strategy for overall testing coordinating with Program Management/QA/Development
Interact with various functional streams across regions – IT, Product Control, Infrastructure, Operations, Risk across the length of the project
Develop and implement best practices for test plans and strategies
Identify opportunities for improvement such as automated test case matrices for functional, integration, regression and user-acceptance testing
Attend release planning meetings understand the domain for releases and seek opportunities for improvements to currently manually executed regression
Create a service for completing and coordinating end to end cross functional testing
Knowledge of Process Reengineering, cross team management, good communication skills, Metrics and KPIs, Quality Center, Visio and MS Project
To govern and maintain end to end Testing Lifecycle process documentation set (STLC+) for testing service delivery under various system development methodologies including waterfall/ agile
Collaborate with Tools competency for leveraging Testing tools (e.g. Quality Center) appropriately for process compliance

Investment Banking Markets Resume Examples & Samples

Works independently and has high level of flexibility to consult with Senior Management at Group and Regional level
Has ability to work closely with and get support from Group Risk Functions , Global Businesses, Regional teams depending on the type of initiative
Significant knowledge of market risk regulations and guidance
Significant knowledge of the HSBC Group structure, GBM, CMB, its business and personnel, and a deep understanding of HSBC’s corporate culture
Significant experience in the financial services industry
Lateral thinker with an ability to interpret and solve complex issues
Well developed leadership skills
Excellent communicator with strong inter-personal and influencing skills
Experience developing an assurance model and developing/leading a review team
Experience in leading assurance work in a complementary discipline e.g. Audit would be an advantage
Excellent negotiation, influence, mediation and conflict management skills
Excellent problem solving skills and ability to provide creative solutions
Excellent English written & verbal communication skills, other languages an advantage
Diverse background across multiple areas, with track record of leading and managing change, problem solving and solution design
Demonstrated flexibility across multiple domains and functional areas
Structure analytical approach
Demonstrated ability to quickly develop an understanding of customer needs and wants in order to deliver compelling value propositions
Demonstrated ability to build relationships with key stakeholders and senior leaders
Working across cultures and in matrixed organisational structures
MA or advanced degree in Finance, Economics or equivelent experience

CIB VP-technology Investment Banking Resume Examples & Samples

Participate in substantial day-to-day client contact and client servicing
Begin to build long-term external relationships and manage accounts. 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
Begin to develop a set of defined projects for new business development
Bachelors’ degree from a reputable university; MBA is preferred
At least 3 years experience in Investment Banking post MBA (TMT sector experience highly preferred)
Proven ability to comfortably interact with business clients and management it is critical that the VP be able to relate well to client counterparts and develop good working relationships with these individuals

Investment Banking IT Reference Data Lead Resume Examples & Samples

Execute the book of work in line with strategy mandates while managing development staffs that have matrix lines reporting into functional leads (Client, Product, and distribution)
Manage off shore development teams and relationship with vendor partners
Hands-on development team management – Assist in software development efforts ensuring high quality deliverables that meet Business requirements while adhering to Architectural standards and mandated Design principles
Ensure transparency of team activities, progress, risks and issues
Collaborate and work with other key partners regionally and globally on the delivery of RDG strategy/initiatives
Assist the APAC Reference Data Head in strategizing and implementing effective Work Force Management strategy
Expert in few of the below mentioned technologies

Head of IT Investment Banking Engineering Solutions Resume Examples & Samples

Experienced in financial markets and applications, including market data feeds and API’s, order routing protocols, and the complete front-to-back trading flow. Experience with high frequency environments, such as Exchange co-location a plus
Experience working with various packet processing and hardware acceleration technologies (FPGA, NPU, GPU, ASIC)
Experience with acceleration techniques for computation or low latency a plus. These techniques include GPU, FPGA, and/or specialized processors
Ability to communicate vision and ideas effectively to peers
Ability to work within a large enterprise cooperatively, to deliver to a specific business desire while enhancing the corporate environment as a whole
Intellectual capacity to break down a problem or situation into its component parts, identifying alternative solutions to solve, clearly identifying pros and cons of each, and making clear recommendations for the best alternative
Communication & presentation skills
Documentation and communications skills with the ability to explain complex issues and designs in a clear & concise fashion

Ib Investment Banking M&a Experienced Analyst Resume Examples & Samples

Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources
Perform full valuation analyses, including DCF, trading comparables, precedent transactions and LBO analyses
Participate in day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
Manage due diligence processes, including preparing virtual data rooms, tracking and coordinating the information flow, and reviewing and analyzing company information
Prepare descriptive memorandums, management presentations, Board presentations and other materials for use in M&A transactions or strategic client dialog
Design and analyze M&A transaction structures
Monitor and evaluate current events related to the client, its industry or the transaction
At least 1-2 full years of experience in Investment Banking at the Analyst level. Experience in M&A is highly preferred, but will consider banking experience in an industry coverage group, private equity or similar field
Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, accretion/dilution, value creation analysis, three-statement models and combined pro forma models
Knowledge of corporate finance and accounting, as well as basic understanding of legal and tax aspects related to M&A transactions
Experience analyzing company financials
Intellectual curiosity, strong work ethics and desire to learn
Ability to work in a fast-paced environment, handling multiple projects with different deal teams
Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
Ability to conduct thorough, independent research

Analyst Investment Banking Data Governance Resume Examples & Samples

Set up and provide ongoing support to the IB Data Governance Council (DGC)
Develop and/or adopt data governance frameworks, policies and tools
Assist to implement/pilot the data governance framework, policies and tools in select business functions
Measure adoption progress and escalate issues with adoption
Deliver data ownership & data quality

Investment Banking Real Estate Resume Examples & Samples

Play a key role supporting origination, opportunity evaluation and deal execution, working on a broad scope of assignments and products specifically in the Real Estate, Gaming & Lodging industry
Vice Presidents work closely with senior and junior bankers and are expected to make an immediate contribution
Serve as a key resource working closely with senior bankers to proactively generate ideas and solutions to meet client needs
Key support resource to senior bankers in day-to-day client coverage with some primary client coverage responsibility
Function as the key point of contact for the group, responsible for coordinating information flow and execution of work product with product groups, internal and external legal, tax, accounting, and regulatory parties
Lead due diligence sessions
Supervise the preparation and execution of final client presentation work product
Communicate and interact with deal team members and clients
Be a team player and culture carrier
Supervise and train junior personnel
3 -4 years of experience in Investment Banking at a top-tier firm post graduation from an MBA program
MBA degree with outstanding academic qualifications
Have comparable combination of education and related experience
Full breadth of financing (equity, equity linked and debt) and strategic advisory experience
Experience in Real Estate, Gaming, & Lodging transactions (financing or M&A) is preferred
Professional maturity and experience to interact directly with client and drive origination and execution
Strong quantitative/analytical skills
Demonstrated strategic and creative thinking and distinguished communication skills
Ability to manage several projects at once and work effectively as an individual and as part of a team

Manager of Investment Banking Campus Recruiting Resume Examples & Samples

Responsible for hiring, developing and managing a team of 7 recruiters and coordinators
Oversee the development of Campus Recruiting efforts for our Investment Banking Department including Global Markets Solutions Groups and regional IBD offices
Source approximately 390 full time and summer hires across both businesses (Undergraduate and MBA recruiting efforts)
Manage campus recruiting headcount and allocation process
Partner with divisional team captains and divisional recruiting managers to devise a holistic recruiting plan for each school
Deliver robust data reporting to management and key stakeholders including analysis on industry group offers/accepts, school source detail, diversity, and offer conversion
Interface with senior leaders to manage their involvement in campus recruiting activities and gain support of the campus effort
Oversee recruiting efforts to ensure proper development and execution of diversity recruiting initiatives, focusing both on underrepresented student groups and women within the support businesses
Foster relationships with top management at the schools’ career offices, key faculty/deans, athletic directors and important student clubs. Work with external organizations to broaden the reach of our recruiting effort
Work on special projects throughout the recruiting season
Develop a strategic process for the acquisition of entry level talent including executing recruiting programs to achieve business objectives and strategy consistent with the Bank’s overall talent strategy
Manage business demand composition and metrics (including diversity) and the translation of these into manageable (regional and divisional) targets. Tactically deploy resources and ensure pipeline initiatives are optimally managed to ensure a demand – supply balance
Establish objectives, manage the performance, coach and develop campus recruiting professionals within the IBD team recruiting team
Work with the Global Employer Brand Manager to manage delivery of consistent marketing / campus event / marketing collateral with the framework through which an integrated One Bank will be delivered
Work closely with HRBP and lateral recruiting to ensure consistency in processes and approach
Work with Global Campus Leadership on projects
Manage internal communications ensuring optimal use of all available events and platforms (i.e. Town Hall meetings)

Product Controller / Investment Banking Resume Examples & Samples

Administration of service level agreements
Collection and presentation of key risk indicators, evidencing follow up where trigger levels are breached
Daily and monthly reconciliation between the processing platform and the general ledger

Investment Banking Product Controller Resume Examples & Samples

Management reporting for Investment Banking Division including weekly, Monthly & Quarterly revenue/expense reporting as well as budgeting and forecasting of revenues and direct expenses
Preparation of weekly external Investment Banking revenue results and forecast
Month end books to reported reconciliation and related research for IBD
Coordinate commentary across Global Controller teams for revenue reporting
Ad hoc reporting requests from Corporate Reporting, ISG Reporting, Business unit and Finance Management
Liaison with Technology on system enhancement projects

Legal, Investment Banking Attorney, VP Resume Examples & Samples

Legal Advisor to the Investment Banking Division – Advise IBD bankers on legal, policy, reputational and commercial issues on specific IBD matters (e.g., conflicts, business practices, non-standard opinions, regulatory issues, conducting business in new markets around the globe). IBD Legal members are frequently called upon to provide advice and answer questions or to become involved in resolving issues or problems that arise, often in difficult situations involving extreme time pressure and client sensitivity
Transactional Work – Work closely with bankers and clients as well as professionals in other Firm divisions and, from time to time, IBD Legal members from different offices. Responsibilities vary depending on the situation, but usually include advising on and assessing Firm legal and reputational risks, reviewing and negotiating documents, identifying and resolving policy issues and procedural questions and resolving legal issues that arise during the course of a negotiation or transaction
Training – Train bankers on new developments, best practices and legal and compliance matters
Relevant experience either with a reputable law firm or as in-house counsel
Previous in-house counsel experience within a financial institution

Technology Operational Risk Investment Banking Resume Examples & Samples

Responsible for the delivery of the new Operational Risk Framework into IT and for embedding the understanding of IT and Cyber Risk in the business for Asia Pacific region
Work with the Asia Pacific business to ensure a full understandingof the risks faced as a result of the investment decisions across both IT and Cyber Risk
Manage relationships with senior stakeholders in the Asia Pacific Region for IT Risk and Cyber Security risks and issues
Understand the key risks and issues relating to IT Risk and Cyber Risk and influence remediation direction, demonstrating value of the challenge function across the Asia Pacific Region
Providing robust and effective challenge to both IT and the Business on IT and Cyber risk issues in regional Governance Forums across Asia Pacific
Provision of metrics and analytics to senior management and board members to ensure they have the appropriate understanding of Operational Risk for Information Technology and Cyber Risk across the Asia Pacific region
Understand the key risks and issues relatingto the Firm’s Centers of Excellence and Outsourcing arrangements across the Asia Pacific region and more specifically in India

Investment Banking Operations Analyst Whole Loans Resume Examples & Samples

Process funding and paydown requests which typically consist of boarding and analysis of data files from clients and liaising with the clients and the business unit in order to resolve discrepancies
Other tasks as needed. The candidate will cross train within the team to provide support to other related disciplines as necessary
Undergraduate degree required, business concentration highly preferred
2 years experience in the financial services industry preferred
Prior knowledge of whole loans preferred but not required

Cib-metals & Mining Investment Banking Resume Examples & Samples

Market-based and intrinsic valuation
Creation of financial and operational models
Mergers and acquisitions consequences analysis
Capital and liquidity analysis
Preparation of presentation and marketing materials
Conducting industry and product research
Participating in client coverage responsibilities
Previous investment banking or mining industry corporate finance experience is required
Minimum of 3 years executing investment banking transactions is required
Strong analytical and mathematical skills
Knowledge of corporate finance, accounting and financial modeling
Understanding of key themes impacting the capital markets
Hardworking with strong teamwork and verbal/written communication skills
Industry knowledge/interest or M&A experience is highly beneficial
Bachelors degree is required; MBA is preferred

Investment Banking Change Business Analyst Resume Examples & Samples

Opportunity to be part of one of the largest strategic change programs within the Investment Bank, with front to back impact and engagement across multiple teams and individuals
Detailed exposure to Trade Management, Risk Management Systems and downstream consuming applications and functions
Exposure to senior stakeholders across multiple divisions (Front Office, Quantitative Strategies, Finance, Risk and Operations)
Assist in determining and driving the project scope, functional design and process flows
Determine the delivery roadmap and detailed resource planning
Produce detailed business process flows, functional requirements and specifications
Take ownership and drive day-to-day project management of their allocated workstream and milestone delivery
Assist with the resolution of Analysis related risks and issues
Ensure that the delivered solution fulfils the needs of the business
Degree educated, or equivalent
Data, flow, business and relationship modelling skills (UML)
Project management experience (Prince II, PMI, SDLC)
LI-PS1*

Investment Banking Engineering Solutions Resume Examples & Samples

Competence in software development with C/C++ and performance profiling tools and techniques a plus
Deep understanding of operating system internals, especially Linux, with a good knowledge of kernel fundamentals (i.e. scheduling, threads, protocol stack). Experience with device drivers a plus. Must be comfortable to patch/modify kernel and other open source software to optimize behaviour
Firm grasp of processor architecture and micro-architecture (Intel/AMD) as well as supporting eco-system (QuickPath, PCIExpress, Hypertransport). Must be able to evaluate vendor platform solutions (Servers/Blades) to identify suitability to low latency environments
Complete understanding of network technologies from low level (10-Gigabit Ethernet, Infiniband) to protocols (/RDMA, TCP/UDP)
Self-motivated and comfortable operating in a global team interaction model

Investment Banking Executive 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, initial public offerings and leveraged buyouts utilizing merger consequences, public comparable, precedent transaction and discounted cash flow valuation methods
Leading compilation of new marketing materials
Training and development of junior talent
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
UBS seeks candidates for the Director position who have demonstrated outstanding academic and extracurricular achievement, possess strong analytical and interpersonal skills and are enthusiastic about and committed to the investment banking industry

Desktop Publisher, Global Investment Banking Resume Examples & Samples

Experience with graphical depictions of varied data
Production duties may also include printing, binding, scanning and photocopying
Complete special projects and assignments in a thorough, accurate and timely manner
Proactively identify operational risks/ control deficiencies in the business
Review and comply with Firm Policies applicable to your business activities

Global Investment Banking Resume Examples & Samples

B.S. in Finance, Accounting, Economics, or related discipline. MBA strongly preferred
10+ years of relevant finance/business/accounting experience working with investment products
Highly motivated, participative team player with strong interpersonal skills. Must have a balance of assertiveness and discretion to be a credible and sought after resource. Must have the confidence to stand up to pressure and the credibility to influence others. Flexibility to be effective and persuasive with all levels of management. Level-headed in a crisis. Ability to build key relationships with finance and other professionals. Ability to influence people and empower team members to be proactive and focused on partnerships and results
Must be able to present technical matters in a way that is meaningful to the audience; dynamic organization requires pro-activity in ensuring targets are met and projects accomplished
Demonstrated ability to manage multiple projects and deadlines. Strong project management skills including the ability to eliminate rework and inefficiencies to focus on value-enhancing activities
Demonstrated analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision making
Excellent PC skills with ability to design and maintain complex financial models and to drive high quality financial presentations

Investment Banking Junior Banker Program Manager Resume Examples & Samples

At least 3 years of investment banking experience
Very strong interpersonal, communication and project management skills
An innovative thinker and someone who is curious about new/progressive talent development ideas

Analyst, Investment Banking Resume Examples & Samples

Develop company valuations and create/analyze financial models
Interact with clients and various levels of management; act as an integral part of the engagement team
Prepare new business presentations
Conduct fundamental industry research and quantitative analyses, and attend client presentations as required
Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the furtherment of the Global Banking business
A generalist Investment Banking/Corporate Finance background. Preferred experience with upstream Oil & Gas sector
Knowledge of financial modeling, valuation, and execution
A strong understanding of the financial markets and economics
Exceptional level of proficiency in Microsoft Office applications
Strong internship experience during undergraduate; up to 3 years investment banking experience
FINRA Series 79 licenses required. On an exception basis, a 90 day contingency may be granted solely at management's discretion. Licenses are required to discuss and sell investment with potential or existing customers

Investment Banking Marketing Specialist Resume Examples & Samples

Research markets, industry metrics and transactions via financial databases and other public sources. Work closely with various members of the investment banking team to identify and track information on prospective and existing clients and private equity and venture capital investors focused on specific sectors within the Healthcare market, as well as lead marketing outreach programs across sectors
Lead construction and maintenance of marketing databases for various sub sectors within the Healthcare Group
Ability to tolerate peak workloads, to deal with constant interruptions and to maintain flexibility and composure in a high volume, high intensity, hectic environment. Must be able to handle heavy workload for a number of Investment Bankers simultaneously and prioritize assignments accordingly. Ability to work limited overtime is required
Bachelor’s degree is required. Prefer coursework and/or major/minor consistent with both liberal arts and marketing or life sciences. Prior experience in a professional services or healthcare organization is preferred but not required
Must be comfortable with business writing and construction of presentation of marketing and research presentations
Basic accounting knowledge and knowledge of the equity capital markets is a plus. Professional services experience is preferred

Asia Investment Banking Control Equity Capital Markets Associate Resume Examples & Samples

Responsible for the overall integrity and accuracy of the financial statements
Overall governance of the transaction control cycle
Preparation of regulatory returns for the business including ownership of the balance sheet, reported P&L and adherence to regulatory and financial/accounting standards
Advise the business on accounting, regulatory, tax and other specific deal accounting matters
Pro-actively support the business activities
The Asia IB Controller team is an ideal area for a highly motivated candidate to develop their career. The team is involved with the core capital market finance raising business and partners with a multitude of stakeholders to deliver on the product control agenda whilst providing the business meaningful and timely support and analysis
Controller for Equity Capital Markets for the APAC region (Emerging Asia, Australia and Japan)
General Ledger - responsibility for the ownership, review and sign-off of balance sheet and P&L statements
Month-end close - ensuring accurate and complete close-off of books & records for the month ensuring all close-off entries, FX trade-outs and resolution of any Front office-GL breaks as well as daily reporting of close-off PL is completed on a timely basis
Tracking, analyzing and investigating spot and average balance sheet, RWA and related performance measures
Preparation of Regulatory Reporting returns applicable to the business
Leading and driving key capital market related control and compliance initiatives to an efficient and effective conclusion such as the Risk Control Self-Assessment & SOX requirements
Partnering with key stakeholders (Front Office, Middle Office, Operations, Legal Entity Control, Tax) to review current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control and reporting environment
Partnering with global counterparts to ensure consistency in regional practices where applicable
Ad hoc queries and projects as required in a dynamic business environment
Minimum 5 years experience with accounting / financial services background
Control and efficiency mindset
Dynamic team player able to adapt to changing environment and multiple demands
Excellent interpersonal, written & verbal communication and influencing skills
Proactive, keen to learn and take on new responsibility
Confidence in liaising with stakeholders across different functions & levels of seniority

Media & Telecom Associate, Investment Banking Resume Examples & Samples

Creating financial analyses (build financial models, valuation analyses, merger modeling, corporate finance solutions, etc.)
Assisting with client development (coordinate data with clients, assist in presentation of new ideas to clients)
Working on teams (coordinate with team members, deliver projects on a deadline)
Tracking business development (collect research, analyze industry trends)
Evaluate corporate transactions and their structures
Take pride in all aspects of their work, recognizing it is a reflection not just of the firm but of themselves
Are committed to their own personal success and the success of the institution as a whole
View our clients as their first priority
Understand the global nature and demands of business today
Are analytical and enjoy working with numbers and solving problems

Analyst, Investment Banking Resume Examples & Samples

Undergraduate degree in finance, economics, engineering or another complementary discipline
Strong technical/computer skills (Excel, Word, PowerPoint, Bloomberg)
Experience in creating business development proposals of benefit
Client sensitive/service oriented approach
Superior analytical and quantitative skills (i.e. financial and data analysis)
Experience in Investment Banking an asset

Investment Banking Equity Finance Junior Analyst Resume Examples & Samples

Learn and support the full range of activities owned by the team – including financial analysis and presentation, regulatory readiness, competitive analysis and reviews, resource management and controls, etc
General interest in the Investment Banking industry
Undergraduate degree; up to two years working experience (not required)
Skills as detailed above
Demonstrated work ethic and ability to work effectively as part of a small team
Ability to work on multiple projects / tasks

Investment Banking Department Ratings Advisory Analyst Resume Examples & Samples

Fulfilling RA and banker information requests, especially in evenings and on weekends, for among other things: (1) agency-published company, industry and technical reports; (2) agency reports showing the derivation of historical adjusted credit ratios for rated companies; (3) standard pages describing the ratings process, rating fees, the pros/cons for getting rated, etc.; (4) custom searches of agency databases to identify precedents and examples needed by bankers for pitches or deals; and (5) schedules of comparable-company ratings (showing (a) methodology-derived Indicated corporate ratings; (b) Definitive ratings vs. Indicated ratings; and (c) Moody’s ratings vs. S&P ratings)
Applying agency-published methodologies/models to derive: (1) estimated pro forma credit ratios adjusted for operating leases, pensions, etc.; (2) indicated corporate ratings based on sector-specific methodologies and other decision frameworks; (3) debt-instrument ratings (based on Moody’s loss-given-default [LGD] model and S&P's recovery analysis framework); and (4) liquidity ratings
Developing/updating standard RA pages for pitches and other client meetings, including (1) the pros/cons for getting rated, descriptions of the ratings process, rating fees, etc.; (2) qualifications and credential pages, including deal tombstones and lists of previously worked-on sector- and situation-specific deals; and (3) selected case studies
Developing/applying RA templates for ratings assessment presentations to bankers and clients
Preparing standard pages for pitches and other presentations on technical issues, including (1) the derivations of estimated pro forma credit ratios, indicated and definitive corporate ratings, instrument ratings, and liquidity ratings; (2) selected pages for banker training presentations; and (3) selected pages for occasional presentations to IBD and coverage/products groups on new rating methodologies and other agency-related developments
Demonstrated academic achievement
A basic knowledge of accounting for financial reporting and financial statements
Ability to multi-task with strong attention to detail
Demonstrated ability to work in a time-sensitive environment
A can-do attitude and willingness to ask questions when clarity is needed
Demonstrated interest in business (industries, companies and industries), especially from a credit perspective
A basic familiarity with capital markets
Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must
Willingness to work start the workday at 7am EST so that there is significant overlap with London working hours
Candidate will have to sit for the FINRA (Financial Industry Regulatory Authority) Series 79 exam shortly after joining the team as FINRA registration is a requirement for the role

Investment Banking Energy Analyst / Associate Resume Examples & Samples

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
Monitors the analytical performance of client companies
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
Assumes responsibility for day-to-day deal activities
This job interfaces with senior investment bankers
Must effectively foster client relationships
Previous corporate finance/investment banking experience combined
Well-developed organizational skills in order to respond to shifting priorities on several simultaneous projects
Demonstrated job commitment including a willingness to work, as well as personal flexibility and adaptability in order to meet client requirements
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

Investment Banking Controller Resume Examples & Samples

Producing daily P/L and attribution analysis
Managing front to back reconciliation process and risk controls
New deal administration – job code setup, invoice preparation, confirmation of compliance docs
Ad hoc queries, revenue or expense reporting and projects*LI-LT2
Bachelor Degree (Finance/Business/Accounting related degree preferred)
A minimum of 3 or more years of product control or banking experience
Knowledge of finance products, accounting concepts and processes
Ability to perform accurate work under tight time deadlines
Proactive experience and proactive in identifying issues and making credible recommendations
Additionally, team player needs to learn and support all team responsibilities and activities

Investment Banking Equity Finance Cfo Analyst Resume Examples & Samples

Analytical Problem-Solving Skills
Experience in the Investment Banking industry or Accounting is desirable
Undergraduate degree; up to four years working experience (not required)

Investment Banking Resume Examples & Samples

Researching and critically analysing market information, industry data and trends
Provide guidance for bankers in accessing, compiling, manipulating, and downloading data from databases available on banker desktops
In partnership with Compliance and Banking Technology, be able to understand and explain copyright and data usage issues
Bachelor’s degree or equivalent, with excellent academic credentials
Previous Knowledge Management work, or experience in Equity Research or Consulting preferred
Experience working with and managing vendor relationships
Experience with Project Management
Experience with TMT products (IDC, Gartner, Screen Digest etc.) preferred
Technical Skills - Demonstrates mastery of relevant market data bases, possesses strong technical analytical and quantitative skills, pays attention to detail, and takes the initiative to broaden his /her knowledge
Communication Skills – Strong communication and interpersonal skills: communicates what is relevant and important in a clear and concise manner and shares information/new ideas with others
Client and Business Focus - Effectively handles difficult requests and helps the client to identify/define needs and manages client/business expectations
Creativity/Innovation - Looks for new ways to improve current processes and develop creative solutions that are grounded in reality and have practical value
Teamwork - Gives evidence of being a strong team player, collaborates with others within and across teams, encourages other team members to participate and contribute and acknowledges others' contributions
Drive and Motivation - Successfully handles multiple tasks, is organized, takes initiative to improve his/her own performance, works intensely towards extremely challenging goals and persists in the face of obstacles or setbacks

Investment Banking Markets Conduct Compliance Manager Resume Examples & Samples

Strategic support across the implementation of the Global Conduct Compliance Risk Framework, ensuring that it meets business, legislative and regulatory requirements
Works independently and has high level of flexibility to consult with Senior Management at Group and Regional level
Has ability to work closely with and get support from Group Risk Functions , Global Businesses, Regional teams depending on the type of initiative
Professional with relevant experience in one or more middle management risk compliance roles, ideally to include Conduct Risk or Regulatory Compliance experience
Significant knowledge of market risk regulations and guidance
Significant knowledge of the HSBC Group structure, GBM, CMB, its business and personnel, and a deep understanding of HSBC’s corporate culture
Significant experience in the financial services industry
Well developed leadership skills
Excellent communicator with strong inter-personal and influencing skills
Experience developing an assurance model and developing/leading a review team
Experience in leading assurance work in a complementary discipline e.g. Audit would be an advantage
Excellent negotiation, influence, mediation and conflict management skills
Excellent problem solving skills and ability to provide creative solutions
Excellent English written & verbal communication skills, other languages an advantage
Experience at a highly respected strategy consulting or management consulting firm or diverse professional experience with a significant portion aligned with strategy or internal consulting roles for a large organization
Diverse background across multiple areas, with track record of leading and managing change, problem solving and solution design
Demonstrated flexibility across multiple domains and functional areas
Structure analytical approach
Demonstrated ability to quickly develop an understanding of customer needs and wants in order to deliver compelling value propositions
Demonstrated ability to build relationships with key stakeholders and senior leaders
Working across cultures and in matrixed organisational structures
MBA or equivelent experience
MA or advanced degree in Finance, Economics or equivelent experience

Investment Banking AML Compliance Director Resume Examples & Samples

Provide advisory on potential AML issues across the business units
Supervise on the AML transaction monitoring process
Be responsible for the implementation and the maintanence of the AML program
Identify any key problems related to AML, economic sanctions and terrorist financing and provide relevant solutions
Have at least 5-7+ years of relevant experience within the Compliance space
Have sound knowledge and experience within Global Markets space
Have good AML knowledge within the financial services industry

Associate Investment Banking, Software Resume Examples & Samples

Conduct in-depth industry research to create company prospect lists
Engage in outreach to senior executives of privately-held software companies
Create and maintain a detailed database of companies
Work with senior bankers in the Software Group to build and maintain relationships with prospects
Prepare marketing materials
Participate in the execution of M&A and private placement transactions
3+ years of technology industry experience (including corporate, investment banking, consulting or legal roles), preferably software/Saas
Strong, effective and engaging communicator – both verbal and written
Self-starter; well suited to an unstructured environment
Fluency with finance, basic accounting, and ideally SaaS metrics
Strong interest in software, cloud, startups, venture capital, growth equity

VP Investment Banking AAG Resume Examples & Samples

Assist clients in identification, structuring and financing of leveraged buyouts, as well as the evaluation of strategic alternatives for portfolio companies
Interact with groups across the firm, such as Leveraged Finance, Equity Capital Markets, and IBD industry groups to facilitate transactions
Support coverage of certain clients AND Lead coverage for certain clients
Originate and execute transactions for your client base
View our clients as their first priority
Are analytical and enjoy working with numbers and solving problems
Work alongside senior AAG bankers to further develop your coverage origination and execution skillset
Grasp a unique opportunity - to take lead and support responsibility for a set of clients and help develop our commercial relationships
Become part of a total team effort, benefitting from support of the wider institution, and experiencing growth

Ibd-investment Banking Services Resume Examples & Samples

Provides administrative support in a complex team environment to a senior group or Executive
Coordinates complex, senior-level internal/ external meetings and conference calls
Handles a high volume of phone calls and interacts with high level business leaders in a professional and effective manner
Supports internal and external managers or clients
Responds and follows up on client requests
Maintains complex and extremely detailed calendars and prioritizes meeting requests and related logistics
Coordinates a high volume of domestic and international travel arrangements and processes expense reports
Maintains understanding of firm policies and handles certain issues independently
Responsible for participation in general administrative duties (copying, filing, faxing, archiving), ad-hoc projects, committees and or group events
Requires excellent interpersonal and communication skills
Ability to maintain high standards despite pressing deadlines
Ability to solve problems quickly and efficiently
Strong knowledge of general business, corporate and government cultures
Self-starter with excellent anticipation skills; problem solving; follow up
Comfortable working in a sometimes hectic, high pressure environment
Ability to display a consistent, professional degree of communication
Ability to work well under pressure, adapt to unexpected events, and prioritize and multi- task in a deadline driven environment
Must be able to prioritize a variety of time-sensitive tasks
Must have excellent judgment; independent thinker and resourceful
Strong proficiency in MS Word, Excel, PowerPoint and Outlook
Team player with a positive attitude
Highest degree of integrity, professionalism, diplomacy and discretion required
Prefer 5+ years of experience

Investment Banking Prime Services Treasury & Trading Lead Resume Examples & Samples

Experienced in production support
Experienced in IB IT environment with knowledge of Prime Services Treasury & Trading products and platforms
Good command of spoken and written English
Ability to communicate with business users as well as technical IT people
Independent contributor as well as a team player
Good problem solving and diagnosis skills
Ability to work under pressure and occasionally off normal office hours
Experience in investment banking background will be an advantage
University graduate in a science or maths subject
Knowledge in Equity Derivatives or finance is an advantage
Escalation support contact to business users
Supervision of the Singapore support team and ensuring a high standard of support service is provided to users
Day-to-day support and monitoring of the various Prime Services Trading & Treasury systems used by front-office, middle-office and back-office users
Problem analysis, diagnosis and resolution
Documentation of various types of applications and processes
Staff management in Pune involving mentoring, training, leave coordination within the whole Prime Services Treasury & Trading teams in APAC and across UBS world-wide where applicable

CIB Public Finance Investment Banking Higher Education Associate Resume Examples & Samples

Preparing presentation materials
Responding to requests for proposals
This position is for a first year Associate located in J.P. Morgan’s New York office to work with a banking team. Issuers include various governmental entities and non-for-profit organizations
Coursework in economics, public policy and/or finance is preferred. Two to three years of work experience in investment banking, financial services and/or public policy is desirable
Candidates must demonstrate academic strength, teamwork, written and oral communication skills, and a high energy level
You must work well under pressure and tight deadlines, and be able to synthesize large amounts of information to develop creative solutions
You must be adaptable, able to manage several projects simultaneously and assume a high level of responsibility

Investment Banking Director 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
Series 7, 63, 79

Senior Analyst, Industrial Investment Banking Resume Examples & Samples

Work with corporate finance investment bankers and product partners on M&A, strategic corporate finance, and capital raising transactions -
Generate ideas and analytical materials in support of new client meetings
Continually build knowledge and capabilities within the industry segment and stay abreast of competitive trends
Assist with attracting a quality workforce, i.e. college recruiting activities
Maintain required licensing
Demonstrate the Key Values: Teamwork, Respect, Accountability, Integrity, and Leadership
Series 79 & 63 (within eighteen months of employment)
1 - 3 years experience in investment and/or commercial banking, leading accounting or transactional consulting

VP, Investment Banking, Chicago Office Resume Examples & Samples

Creating financial analyses (build financial models, valuation analyses, merger modeling, corporate finance solutions, etc.)
Assisting with client development (coordinate data with clients, assist in presentation of new ideas to clients)
Working on teams (coordinate with team members, deliver projects on a deadline)
Tracking business development (collect research, analyze industry trends)
Evaluate corporate transactions and their structures
Take pride in all aspects of their work, recognizing it is a reflection not just of the firm but of themselves
Are committed to their own personal success and the success of the institution as a whole
View our clients as their first priority
Understand the global nature and demands of business today
Are analytical and enjoy working with numbers and solving problems

VP-global Investment Banking M&A Resume Examples & Samples

Lead day-to-day execution of transactions
Provide sector teams with M&A support
Support senior members of M&A team
Review and comply with Firm Policies applicable to your business activities
Undergraduate university degree
Significant relevant transaction experience
Experience of sellside advisory work e.g
Preparation of marketing materials
Data room / Q&A co-ordination
Co-ordination of vendor due diligence
Co-ordination of stakeholders
Project planning (preparation of timetables, etc)
Valuation analysis
Experience of negotiating contracts e.g. NDAs, engagement letters

Avp-VP Regional Investment Banking Client Id-aml Compliance Resume Examples & Samples

Bachelor of Law / Accounting / Business / Economics / Finance and related academic qualification
At least 5 to 8 years of solid AML track record part of which would need to be relevant CID / KYC / AML experience within an Investment Bank
Working knowledge and experience in AML/CFT regulations and requirements in Asia-Pacific countries, notably Singapore, Hong Kong and international AML standards (FATF, Wolfsberg)
Ability to develop and maintain productive relationships with key internal clients including business, client onboarding, operations and other general counsel colleagues etc
Good written, verbal and interpersonal communications skills
Experience in dealing with the regulators and auditors would be preferable

Investment Banking Resume Examples & Samples

Advise bankers on commercial and reputational, as well as structural and deal-related issues relating to proposed M&A transactions
Review fairness opinions, board presentations and related proxy disclosure (including updates in response to SEC comments). Coordinate with outside counsel
Advise Investment Banking Committee in connection with its review of M&A transactions, fairness opinions and valuation materials
Assist Conflicts Officers in identifying and addressing potential conflicts
Assist bankers in preparing and negotiating engagement letters and related agreements
Develop policies and procedures applicable to the M&A and Advisory business
Advise the M&A department regarding business practices
Assist in training where appropriate
General M&A and/or capital market experience
At least five years’ experience at a major NY law firm

Investment Banking Product Controller Resume Examples & Samples

Revenue and Expense Reporting
M&A Weekly Management Report
Prepare monthly AVB expense analysis for M&A Admin Officer (research and provide commentary)
Prepare monthly 3Rs documentation for net revenue and balance sheet sign-off
Prepare various ad-hoc analysis for business unit and ISG reporting
Providing T0 global estimates for all fee’s earned
M&A Deal Related Updates
Daily dialogue with bankers relating to transaction updates, deal documentation, and potential billing opportunities
Assist in Invoice Preparation – calculate “Advisory Fees” to be invoiced and confirm fee with business unit
Maintain fee precedent schedules (Quarterly Progress Fees, Fee Splits, Incentive Fees, Global Aging)
Upload M&A deal related documentation into fee letter database based on terms reviewed in the engagement letter
Input M&A fee terms from engagement letters into the Vault
Responsible for documentation relating to SOX and audit reviews
Assist in tracking IBD payments in bank account, make GL/TAPS journals, and update aging or receivables
Assist with IT projects, including system enhancements, UAT testing, and roll-outs
Handle daily inquiries relating to client/project and general administrative tasks
Investigating and solving any potential CCY BTRs
Basic Accounting Knowledge with 1-3 years of experience
Strong verbal and written communication skills, along with self-confidence in dealing with senior staff
Technical aptitude – Proficient in Excel and Business Objects
Must be organized in order to handle multiple tasks, shifting priorities, and function as part of a team with shared responsibilities
Independent worker who will ask questions, provide feedback, and accept change where appropriate

CIB F&bm-business Manager Investment Banking Germany Resume Examples & Samples

As trusted advisor to the GIB Business head and SCOs of the regions in all aspects; strategy, control, people and financial performance
Help communicate the business strategy, performance and priorities
Help manage business risk by ensuring an effective control environment across the regional franchise
Build effective relationships and work closely with F&BM colleagues
Oversight for monthly and ad-hoc performance reporting, incl. revenue and market data analysis
Preparation of periodic and ad hoc business performance presentations/reviews
Provide assistance to front office with the client on-boarding process (i.e. Sponsorship, KYC)
Key Point of contact for ensuring business adherence to deal controls
Partner with technology to support bankers in best practice usage of iBanker, iMeet, iMemo and Dealworks
Partner with all corporate functions in their interaction with the IB business
Enthusiastic, self motivated and effective under pressure
Understanding of Investment Banking and Capital Markets products

100

IB VP-healthcare Investment Banking Resume Examples & Samples

Work on multiple projects and transactions at any given time
Play a critical role as the project manager on many teams; help to manage the deal process from origination to execution
Involved in both corporate finance (debt, public and private equity) and M&A
Manage the analytical product created for clients
Train and mentor the junior staff
Participate on teams and firm service (including recruiting, performance reviews, mentoring, and firm committees)
Must have four to seven years’ experience in investment banking or related field
Prior experience in Healthcare a plus
Must exercise good judgment in assessing risks and rewards of new business opportunities
Significant exposure to the public financing and M&A transaction analytics and processes
Strong ability to work in an entrepreneurial culture
FINRA licenses

101

VP, Healthcare, Investment Banking Resume Examples & Samples

M&A Execution: Working intimately with clients, senior-level team members and outside professional advisors (consultants, lawyers, accountants) on acquisitions, divestitures and special situations (Board advisory, takeover defense, fairness opinions) transactions
Equities and Debt Execution: Working closely with our clients to guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering
Existing and New Client Relationship Management: Generating and presenting transaction and corporate development opportunities
Team Player contributing to the success of Citigroup’s Global Health Care Team: Contributing to all facets of the team’s continued growth, including identification and development of best practices, new client development, mentorship and training of new junior professionals and being a positive culture carrier with in the team
Significant investment banking experience at a recognized investment bank although we will also consider those with industry experience in the life sciences sector; Health care sector experience will be viewed favorably but is not a requirement An excellent academic background; MBA or MD degree preferred but not required
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
Excellent mathematical, writing, interpersonal , communication and technical (computer) skills
Ability to exercise judgment, prioritize tasks and work on multiple engagements
Superior client interaction skills and commitment to serving the client
Experience managing junior team members
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

102

Analyst Investment Banking Resume Examples & Samples

Provide analytical execution support on M&A assignments
Create financial valuation models to assess earnings, dividend and credit impacts of deal structures
Market and financial analysis including market comparisons, pro forma financial modeling and valuation
Presenting to Scotiabank’s corporate clients

103

Compliance Officer, Investment Banking Resume Examples & Samples

Provide compliance advice with regards to the structuring and execution of IBD transactions
Advise the Investment Banking and Research departments on general compliance matters, ensuring the businesses internal policies and procedures, along with regulatory requirements are adhered to
Day to day compliance advisory services, covering ECM, DCM, etc.
Monitoring and review of business compliance with relevant policies and procedures
Participate in maintaining the firms information barriers, through the management of the firm's Watch and Restricted Lists and chaperoning communication between the Private and Public sides of the business
Private side compliance experience, either within IDB, Research or the Control Room
Prior experience of providing compliance advice to the business

104

Associate Director Investment Banking Resume Examples & Samples

Significant role in M&A and equity capital raising transaction origination and execution, including idea generation, acquisition and corporate finance financial modeling, analysis and review
Relationship development with clients, including pitch development, client meetings and regular contact and interaction
Acts as project manager for engagement contracts, including full responsibility and accountability for execution, oversight of junior resources and completion of mandates

105

Analyst, Investment Banking Resume Examples & Samples

Assist in executing all facets of the group’s mandates
Valuation work including discounted cash flow modelling, comparable companies analysis and precedent transactions analysis. Modelling skills will need to encompass building operating models, merger models and, where relevant, LBO modelling
Must develop an ongoing current awareness of activity, trends and developments in the sector, as well as the corporate and investment banking market
Analysts are responsible for both quantitative and qualitative data analysis and industry research
Maintaining group’s databases on a current basis
Assist in preparing extensive written documents including presentation materials, information memoranda and company information documents
Analysts also play a key role in the preparation of client proposals and pitchbooks
Must be able to travel on short notice and be absent from the office for periods of time
Must be able to accept flexibility in required personal time commitments to complete work assignments
The role of an analyst is challenging and fast-paced. It requires dedication, passion for the industry and a very solid work ethic
Working knowledge of financial services and the investment banking industry
Candidate to have experience in creating business development proposals
Excellent writing skills, incorporating the ability to explain detailed financial and statistical analyses
Superior numeracy and analytical and quantitative skills
Fluent English and Mandarin language capabilities

106

CIB F&BM NA Energy Investment Banking Resume Examples & Samples

Business management
Assist with all business reviews including quarterly business performance reviews, target deal reviews, global industry reviews, credit reviews, Friday weekly client meeting, etc. Business insight, organizational skills and strong communication skills are necessary in order to add value to the review process
Assist with ongoing client management including: account planning, ownership/administration of all data in client management systems (e.g., Client Central, client sponsorship/KYC), account coverage and assignments, GCB/CB/Mid Cap coordination etc
Assist with/analyze competitive reporting including league tables, wallet share, target deals
Assist with people management agenda including review processes, productivity reporting (e.g., call tracking, scorecards and iNTENSITY), MD and other group meetings and communications
Assist with numerous annual ad hoc reporting/analysis strategic projects, both within DI and also for the broader coverage population
Assist with/coordinate various marketing/events including DI focused events and other broader corporate events (e.g., CEO/CFO forums, US Open Tennis, Board Summits, charity events)
Assist with/enforce Compliance and Controls agenda – policy communication, rules adherence, registration and training follow-up, annual compliance updates and general queries
Finance
Financial responsibilities including budgets, forecasting, revenue reconciliation and reporting, pipeline, expense management (managing exceptions, communication of policies), departmental invoices, etc
Market Data review and coordination of existing and new contracts
Project representation/ownership of broader business deliverables (e.g., regulatory requirements, technology workstreams, strategic analyses)
Day to day general ad hoc queries
Associate with business management, finance or related experience
Strong analytical skills and detail oriented
Track record of independent initiative, ability to prioritize
Experience and familiarity with Investment Banking products very helpful

107

Associate, Tech M&A, Investment Banking Resume Examples & Samples

Creating financial analyses (build financial models, valuation analyses, merger modeling, corporate finance solutions, etc.)
Evaluate corporate transactions and their structures
Take pride in all aspects of their work, recognizing it is a reflection not just of the firm but of themselves
Are committed to their own personal success and the success of the institution as a whole
View our clients as their first priority
Understand the global nature and demands of business today

108

VP, Tech M&A, Investment Banking Resume Examples & Samples

6+ years of experience in the financial services industry, specifically within Banking
Strong credit, negotiations, communications, sales, analytical and organizational skills
Experience with large corporate clients, capital raising and M&A transactions
Strong work ethic, high energy level, able to work independently and think strategically
Master's degree in Business Administration or alternatively 6+ years in a similar role at prior investment banking institution

109

Director, Investment Banking Resume Examples & Samples

Regular contact with peers and senior management primarily within their business unit
Regular contact with product groups such as Equity Capital Markets, Credit Capital Markets, Debt Capital Markets, Mergers & Acquisitions, Foreign Exchange, Derivatives, etc
Senior client representatives (Treasury, Finance, Corporate Development) of coverage firms to develop and maintain effective and productive working relationships
Previous corporate finance/investment banking experience combined with completion of an MBA, CA, CFA, preferred. LL.B with an undergraduate degree in business will also be considered
Well-developed analytical skills evidenced by an ability to define what drives outcomes, to surface potential alternative hypotheses and to test alternatives using insightful analysis
Detailed working knowledge of the industry and market to assess impact of market conditions
Basic knowledge of all related legislation and regulatory requirements in order to advise clients effectively
Extremely dedicated and motivated individual with high career aspirations. Must be capable of assuming high levels of responsibility for assignments to be completed within short time frames
Well-developed interpersonal and relationship building skills in order to develop, manage and leverage relationships with clients, and internal and/or external business partners
Well-developed presentation skills evidenced by ability to be a focused, confident and persuasive presenter
Strong technical skills as it relates to basic computer applications (Excel, Word, PowerPoint), industry technology (Bloomberg) and applicable software
Well-developed written and verbal communication skills sufficient to provide detailed explanation and interpretation of factual and conceptual information and ideas related to complex technical and conceptual issues
Unquestioned professionalism, ethics and reputation and proven ability to exercise strong independent judgment when making business decisions and/or representing CIBC World Markets

110

Associate Oil & Gas, Investment Banking Resume Examples & Samples

MBA + >one year of experience or Undergraduate Degree in Business (Accounting, Finance, Econ) or Technical Sciences (Engineering, Physics) + three of Ibanking experience
Strong team player; motivated self-starter
Desire to be part of close-knit group operating in an intensive environment
MBA, MA in Accounting, CFA, CPA, JD or equivalent
3+ years investment banking experience in an industry group
Series 79 & 63 (within six months of employment)
Financial modeling Analytical acumen
Analyzing and synthesizing data
Strong communication skills (verbal and written)
Team player with competitive drive to win
Strong task prioritization skills

111

Investment Banking Product Controller Resume Examples & Samples

Manage a team of three professionals
Supervising the P&L production for the Equity and Debt Capital Markets businesses
Complete monthly Net Revenue reconciliation identifying the differences between the General Ledger and the P&L reporting systems. Producing commentary and required substantiation documentation
Managerial Experience

112

Associate, CEE Investment Banking Coverage Resume Examples & Samples

Typical work encompasses a mix of execution and client coverage including: financial analysis, financial due diligence, process management and client deal team interaction
Required to co-ordinate and work with all other product, geography and industry teams, including: M&A, Leverage Finance, Debt Capital Markets, Equity Capital Markets and Risk Solutions Group
Broad engagement across teams / groups, for example: M&A, Leverage Financed, Financial Sponsors, DCM, ECM, Structured and Risk solutions (e.g., IR or FX derivatives)
Experience of working within Investment Banking, Corporate Finance, Transaction Services or boutique advisory firm
Appetite and ability to focus on a variety of sectors and products
Cultural affinity and genuine interest to understand regional issues and business landscape in Emerging Europe
Distinctive academic record
Outstanding analytical skills, including ability to perform data analysis, mastery of complex financial models, raise questions and draw conclusions
Strong communications skills and ability to build relationships, share information and confidently interact with clients and banking professionals
Ability to anticipate client needs
Willingness to take ownership and drive processes forward and coordinate multiple projects effectively
Develops and trains junior team members with ability to effectively review work and provide guidance and proactively participates in others' career progression
Willingness and ability to work in a project based environment with tight deadlines and as part of a broader team
Ability to have a positive impact on the wider groups workload,
Practice a high degree of integrity and professionalism

113

Cib-regional Investment Banking Resume Examples & Samples

Assist regional leadership with day-to-day management of client coverage
Analyze the market and financial position of client companies and competitors
Market, structure and execute corporate finance deals, including mergers and acquisitions, divestitures, spin-offs and debt/equity financings
Develop models, consisting of financial statements and data, as well as required key outputs, using discounted cash flow, merger, accretion/dilution, leveraged buyout, comparable company, comparable transaction and sum-of-the-parts analyses
Conduct due diligence on companies in connection with the valuations for merger and acquisition transactions and/or securities offerings
Develop and manage junior resources in various project environments
Experience in Investment Banking Coverage, M&A or Capital Markets via Internship or Full-time position is strongly preferred
Candidates must be adaptable and have the ability to work well under pressure in a demanding environment
Skills required: Must have prior experience with financial modeling; in addition, must have strong proficiency in FactSet and CapIQ as well as MS Excel, PowerPoint, Word and Outlook

114

CIB F&BM NA Technology Investment Banking Resume Examples & Samples

Drive the strategic agenda of the Technology Industry head across the firm. Ensure execution of key initiatives and analysis
Work directly with industry and sector heads on quarterly business performance reviews, monthly sector reviews, target deal reviews, global industry reviews/offsites, credit reviews, weekly meetings, etc
Create and analyze competitive reporting including league tables, wallet share, target deals, deals done away
Drive all Technology IB financial reporting including: 2016 budget, quarterly/monthly forecasts, revenue reconciliation and reporting, pipeline, expense management (managing exceptions and budget)
Manage Tech IB’s people agenda including headcount planning, review processes, productivity reporting (e.g., call tracking, scorecards), MD evaluations and other group meetings and communications
Assist with ongoing client management including: account planning, overseeing data in client management systems (e.g., Client Central, client sponsorship/KYC), account coverage and assignments, GCB/CB/Mid Corporate coordination
Coordinate with Office Management function on the delivery of all administrative assistant, technology, real estate, operational and other services to the banking teams
Partner with finance teams for market data review and coordination
Coordinate numerous high level ad hoc reporting/analysis strategic projects
VP/ED with business management, finance or related experience
Strong analytical skills and detail-oriented
Track record of independent initiative, ability to prioritize
Comfortable working in influencing role
Team-oriented, collaborative and extremely flexible
Good organizational and project management skills (ability to coordinate across multiple organizations and priorities)
Ability to think/act strategically
Experience and familiarity with Investment Banking products very helpful

115

Cib-global Investment Banking Consumer VP Resume Examples & Samples

Understudy an Executive Director or Managing Director 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
Experience in Investment Banking post MBA; Consumer coverage experience is required
Very strong financial modeling / valuation and analytical skills
Ability to comfortably interact with business clients and management
Ability to multitask several projects

116

IB VP-telcom Investment Banking Resume Examples & Samples

Work on multiple projects and transactions at any given time
Play a critical role as the project manager on teams; help to manage the deal process from origination to execution
Involved in both corporate finance (debt, public and private equity) and M&A
Manage the analytical product created for clients
Train and mentor the junior staff
Must have five to seven years’ experience in investment banking or related field
Must have significant exposure to M&A transaction analytics and processes
Strong ability to work in an entrepreneurial culture
FINRA licenses

117

Investment Banking Counsel Resume Examples & Samples

Acting as a senior lawyer in the team responsible for supporting Credit Suisse's investment banking division in Asia-Pacific. This involves activities undertaken across the region, including Hong Kong, PRC, Singapore, Malaysia, Korea, Thailand, Philippines, Taiwan, India, Japan, Australia, New Zealand and others
Providing legal advice with respect to Credit Suisse's investment banking business, comprising corporate advisory / M&A, debt capital markets and equity capital markets. This includes assistance in preparing, reviewing and negotiating engagement letters and indemnities, confidentiality undertakings and transaction-specific documentation (in conjunction with external counsel where relevant)
Providing assistance and advice on legal issues arising out of activities undertaken by the investment banking franchise
Managing the firms' briefing of matters to external counsel, and responsibility for ensuring the quality of those services
Helping to supervise support provided to IBD business by paralegal team in Pune
Working closely with IBD Compliance, APAC Control Room and with peers in ACG and CCG teams (both within and outside of the region) as appropriate (including for example, participation in new business initiatives)

118

Analyst, Investment Banking Resume Examples & Samples

Undergraduate degree in a (mining) sector related or business-related discipline
Knowledge of business, economics and/or finance acquired through education and experience
Working knowledge of financial services and the investment banking industry; mining sector experience (working in industry, or in a financial services business serving the industry) preferred, but not essential

119

Application Architect Investment Banking Resume Examples & Samples

Help define the architectural vision for the IB
Provide capital markets SME, engineering and architectural assistance to project teams across the IB
Influence the evolution of the firm’s definition of its business capabilities, and the corresponding business and logical architecture
Motivates application landscape management to reduce complexity and cost and to increase business agility for the IB
Work with the wider architecture community to promote the IT strategy and architectural vision
Engage in key programs and projects with the business lines in a variety of ways, from large program architecture reviews to secondment to engineering team for key project delivery
Multi-year experience within capital markets, with a number of areas of deep SME
A technical background, being able to understand code, and provide technical advice to development teams
Multi-application IT management, or multi-application architecture experience
A consultative capability and be a high energy self-sufficient individual, able to develop relationships and communicate effectively at senior and junior levels within the firm
Aware of industry and technology trends, the regulatory landscape and emerging technology to be able to help define the vision and strategy of architecture
LI-DM1*

120

Compliance Director Investment Banking Resume Examples & Samples

Managing the local Banking Compliance team and overseeing the Australian Control Room
Supporting the compliance programme include regulatory risk assessments, establishment of policies, performing training and executing compliance testing (as needed)
Interacting with regulators including handling of regulatory enquiries, exams and investigations

121

Investment Banking Controller Resume Examples & Samples

Client billable expense management
Liasoning with bankers to review billlable expenses
Create invoice to bill expenses
Receivable account aging management
Write off unbillable expenses / uncollectable bills
Balance sheet management
Strong Microsoft Excel skill
Attention detail, accuracy, with attitude towards maintaining tight control environment

122

Director, Investment Banking Resume Examples & Samples

Previous corporate finance/investment banking experience combined with completion of an MBA, CA or CFA, preferred
Basic knowledge of all related legislation and regulatory requirements in order to either advise clients effectively
Unquestioned professionalism, ethics and reputation and proven ability to exercise strong independent judgment when making business decisions and/or representing CIBC Capital Markets

123

Investment Banking IT Operational Risk Resume Examples & Samples

Be front-to-back facing, from coordinating with the Business Heads, to discussing solutions with IT development and support teams, both regionally and globally
Be delivery focused. We support Investment Banking IT to deliver all our control commitments on time and to the appropriate level of quality
Be flexible and show resolve in navigating complex regulatory challenges and deliverables
Lead Investment Banking IT through complex control commitments
Be a change agent as we seek to further embed control culture
Drive initiatives to discover, maintain and report on new and existing risk matters across APAC Investment Banking IT
Advise on and challenge control matters as needed
Represent APAC Investment Banking IT in control matters in global, regional and individual initiative discussions
Be open to change over time as we in turn adopt our strategy to meet ever-changing control and regulation landscape
LI - CSJOB*
Proven senior stakeholder experience
Solution and delivery focus
Control-culture mindset
Relevant control and risk qualifications such as CISSP, CISA, CISM
Financial background qualifications such as ACA, CPA

124

CIB F&bm-na Investment Banking Resume Examples & Samples

5-6 years of relevant experience in Finance/Business Management
Track record of independent initiative, ability to prioritize and troubleshoot issues
Comfortable working in influencing role
Team-oriented, collaborative
Organizational and project management skills (ability to coordinate across multiple LOBs and a broad array of tasks)
Ability to think/act strategically
Experience and familiarity with Investment Banking and Structured products very helpful

125

Investment Banking Coverage Associate Director Resume Examples & Samples

Building and sustaining relationships with both internal and external clients as well as focusing on identifying and tailoring solutions for clients' needs through in-depth analysis
Building advanced financial and valuation models
Preparing client presentations in PowerPoint for both marketing purposes and live transactions
Working closely with colleagues both within the team and with other teams both in the Investment Bank as well as across the UBS Group
Working with integrity and collaboratively; positively challenging the status quo as well as demonstrating flexibility, and being able to adapt to changes in methods, approaches and objectives
Series 7, 63, 79

126

Investment Banking Director Resume Examples & Samples

Building and sustaining relationships with both internal and external clients as well as focusing on identifying and tailoring solutions for clients' needs through in-depth analysis
Building advanced financial and valuation models
Preparing client presentations in PowerPoint for both marketing purposes and live transactions
Working closely with colleagues both within the team and with other teams both in the Investment Bank as well as across the UBS Group
Working with integrity and collaboratively; positively challenging the status quo as well as demonstrating flexibility, and being able to adapt to changes in methods, approaches and objectives

127

Cib-regional Investment Banking Coverage Resume Examples & Samples

Cover the clients within the Northeast region
Work independently, producing high quality work by leveraging and accessing the Firm
Develop a set of defined projects for new business development
S/he will also have strong technical skills, such as

128

Associate, Consumer Investment Banking Resume Examples & Samples

Lead due diligence and other meetings with client management; design and prepare key transaction materials including valuation analyses, offering memoranda, and management presentations
Previous investment banking experience
Undergraduate Degree in Business (Accounting, Finance, Econ) or Technical Sciences (Engineering, Physics)
Exceptional critical thinking and problem solving ability
Desire to be part of close-knit group operating in an intensive environment

129

Investment Banking & Enterprise Digital Tech BA Resume Examples & Samples

Close collaboration with the Product owners and user representatives to determine business requirements, including the identification of any potential issues or functional omissions; define and document the business requirements in an Agile-friendly format
As part of agile team, coordinate sessions with the tech lead to define a solution; discuss and model the solution as User Stories including specific data needs
Act as a integration lead between backend and front end developers
Communicate and collaborate between the infrastructure, development and business groups
Coordination and execution of User Acceptance testing (UAT)
Manage the teams Agile process, progress reporting, identification and management of issues/risks and communications as well as documenting and storing required artifacts
Degree in computer science or related field with emphasis on technology preferred
Working experience in financial industry, especially Investment Banking Compliance and Regulatory business
Good technical knowledge, and ability to leverage knowledge of specialists as required
Knowledge of the HTTP protocol, JSON, XML
Knowledge of Service Oriented Architecture
Overall understanding of web architectures
Sharp, quick, aggressive ability to deal with business and system problems
Adept at consolidating multiple sources of information to prepare a clear and concise view for senior stakeholders

130

Investment Banking & Capital Markets Resume Examples & Samples

Work within IBCM Finance team on financial reporting and analysis projects
Review and reconcile data across different sources, applying judgment to create reports
Track revenue and work with the business groups to get updated information on a regular basis
Prepare weekly, monthly and quarterly reporting and analysis on IBCM financials
Execute weekly reports for the business heads
Work across all systems and database to ensure consistency and accuracy of data

131

Associate, Investment Banking Resume Examples & Samples

Minimum of 3 years of prior work experience in Investment Banking or Corporate Banking. Completion of an MBA, CA or CFA, is an asset
Excellent analytical ability including demonstrated knowledge of valuation techniques and practices, including cash-flow analysis
Bilingual in French and English is required (oral & written)
Extremely dedicated and motivated individual with high career aspirations. Must be capable of assuming significant levels of responsibility for assignments to be completed within short time frames
Excellent interpersonal and presentation 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 deliverables and timelines

132

Analyst, Investment Banking Resume Examples & Samples

Undergraduate degree in finance, economics, engineering or another complementary discipline. Current enrollment or completion of the CFA program is an asset
At least 1-2 years experience of relevant Investment Banking experience
Bilingual in French and English is required (oral and written)

133

Analyst, Global Investment Banking Resume Examples & Samples

To assist the team in the marketing and execution of transactions with clients in M&A, ECM/DCM and other Investment Banking Products
Work in close co-operation with the mining teams in London, Toronto, Vancouver and Sydney
Work in close co-operation with the Oil & Gas and Energy teams in London, Calgary, Houston and Sydney
Work in close co-operation with the infrastructure/transport team in London
To co-ordinate with Beijing for client related activities as assigned
Assist with translation, market research and other paper work as needed
Hong Kong SFC registered/Approved person
Previous proven relevant experience within the relevant sectors

134

Coo-investment Banking It-regional Compliance Management Resume Examples & Samples

Be facing Product line leads, IT development and support teams, both locally and regionally
Be delivery focused. We support Investment Banking IT to deliver all our compliance commitments on time and to the appropriate level of quality
Be flexible and show resolve in navigating complex challenges and deliverables
Be a change agent as we seek to further embed compliance culture
Drive initiatives to discover, maintain and report on new and existing compliance matters across APAC Investment Banking IT
Advise on and challenge compliance matters as needed
Represent APAC Investment Banking IT in compliance matters in global, regional and individual initiative discussions

135

Business Unit Compliance Officer Investment Banking Resume Examples & Samples

Ensures OGCP policies, processes and procedures comply with the Legal Regulatory Compliance Risk Management (“LRCRM”) Policy, the Global Compliance Manual (“GCM”) and supporting operating guidelines are established, executed and reviewed periodically
Ensures the scope of their OGCP incorporates current AUs
Conducts and assess Operating Group Regulatory Compliance Risk Assessments
Identifies, assesses the severity of, report and lead/oversee remediation of Compliance Issues currently impacting, or with the potential to impact, the effectiveness of the OGCP
Monitors and report on the resolution and closure of Compliance Issue action plans
Advises the Operating Group Leader (“OGL”) and the Compliance Group when they become aware of Compliance Issues, changing regulations, new and/or changes to existing products/offerings, acquisitions, and other change management due diligence activities which may impact the operation of the OGCP and/or Operating Group Regulatory Risk Profile
Provides advisory guidance to assigned business units regarding the impact, risks and the mitigating controls required to meet new or existing regulatory requirements
Demonstrated leadership
Relationship management
Understanding of the regulatory and compliance requirements applicable to the assigned AU(s). Solid knowledge of the Broker Dealer and Banking Regulations, which include but not limited to SEC, FINRA, OCC, FRB, CFTC, IIROC, OSFI etc. Knowledge of Trading Products, Investment Banking and Corporate Banking Regulations a plus
Strong relationship management skills; ability to establish and manage multiple stakeholder relationships with the business, within the three lines of defense and with corporate support functions
Proven project leadership capabilities and an ability to coordinate the efforts of people and resources not under their direct control

136

Cib-regional Investment Banking Coverage Resume Examples & Samples

Ability to Market, structure, and execute corporate finance deals, including merger and acquisitions, divestitures, and spin-offs
Oversee the development of supporting Associates and Analysts on deals
Minimum experience required: 8 years of experience in Investment Banking Coverage
Minimum education required: Bachelor's Degree or the equivalent in Business Administration, Finance, Economics, Engineering or related. MBA preferred
Must have prior experience with financial modeling using recapitalization, merger, leveraged buyout, sum-of-part, and net asset value analyses
Strong knowledge in Microsoft Office. Knowledge of JPM tools, models, and processes is highly desired

137

Investment Banking Executive Assistants Resume Examples & Samples

Heavy calendar management for multiple executives
Mail distribution, arrange couriers, prepare FedEx shipments
Coordinate travel (domestic and international)
Occasional research assignments pertaining to active projects/deals
Follow up with and remind Executives regarding tasks due, company policy and procedures, etc
Specialised funds management (including infrastructure and real estate funds)

138

Director of Investment Banking Resume Examples & Samples

Bachelor's degree required; Major in business or engineering preferred
Minimum of 8 years of investment banking experience
Proven ability to originate new business
Comprehensive knowledge of corporate finance
Possesses established relationships with principals of venture capital firms
Ability to convert concepts and opportunities into transactions
Ability to originate capital raising and M&A transactions
Excellent writing and verbal communication skills
Strong interpersonal skills and professionalism
Outstanding client service skills
Analytical and creative problem solving skills
Team player and deadline oriented
Ability to multi-task and set workload priorities in a fast-paced environment
Ability to communicate clearly, concisely, and in a professional manner
Flexibility with extensive travel and hours

139

Investment Banking Summer Internship Resume Examples & Samples

Conducting detailed industry research through the use of Capital IQ, Thomson Financial and other information gathering resources to support business valuations, transaction positioning and shareholder value recommendations
Preparing business valuations, including discounted cash flow modeling, comparable company and transaction multiple analyses as well as leveraged buyout analysis and other financial models necessary to support deal positioning, negotiation and execution
Drafting of detailed descriptive memoranda and presentation material, and marketing materials
Maintaining financing source databases to create efficiencies in the deal marketing and execution process
Daily interaction with client personnel
Providing ongoing analytical support to the deal team throughout the development and execution of the transaction
Assisting in the identification of “deal-appropriate” strategic and financial buyers, marketing deals to them and supporting senior bankers in negotiations
Compiling relevant due diligence materials as well as actively supervising and monitoring investor access to the materials

140

VP-investment Banking Resume Examples & Samples

Prior experience in an investment bank with a deep track record in M&A execution is essential
At least 5 years of experience in investment banking/corporate finance
Solid financial evaluation and excel abilities
Ability to excel in both team and self-directed settings
Strong work ethic, detail orientation and a passion for excellence
Ability to deliver under time pressure
Experience managing and guiding junior team members such as Analysts and Associates

141

CIB F&BM NA Coverage Investment Banking Junior Business Manager Resume Examples & Samples

Strong analytical skills and detail oriented
Team-oriented, collaborative
Organizational and project management skills
Ability to think/act strategically

142

Investment Banking Department Resume Examples & Samples

Planning and arranging extensive overseas travel arrangements (e.g., visas, flights and accommodation)
Telephone cover, lunch cover and assisting/filling in for other support staff
Coordinate team activities and events
Minimum of 5 years administrative experience
Highly proficient in English
Well organized, mature, independent and able to work under pressure in a fast-moving environment
Professional and service-oriented
Enthusiastic team player
Flexible and willing to handle last minute changes and issues as they arise
Strong work ethic and strong sense of urgency
Eager to get involved and fully participate in the team, “can do” attitude
Ability to anticipate scheduling conflicts and recommend solutions
Time management - ability to prioritize
Tactful and good communication skills in dealing with all levels of people
Sense of confidentiality

143

Investment Banking Resume Examples & Samples

Fluent Arabic and English speaker
Knowledge of the Saudi Arabian market
Candidate must have completed an undergraduate degree
Current experience as an investment banking senior Analyst or Associate
Strong communications, multi-tasking and time management skills

144

Investment Banking Divisional Finance Team Analyst Position Resume Examples & Samples

Degree in Accounting, Finance or other business discipline preferred
Drive, enthusiasm, creativity and excellent interpersonal skills
Personal integrity, initiative and leadership qualities
Candidate must be proactive, enthusiastic and team oriented
Ability and dedication to meet strict and aggressive deadlines
Analytical mindset with an eye for details

145

Investment Banking Divisional Finance Team Analyst Position Resume Examples & Samples

Reporting weekly, monthly and quarterly performance metrics to divisional leadership, including revenues, expenses, backlog, market share and headcount
Drive Business planning and forecasting for IBD (both revenues and expenses)
Management and control of the division’s expense base
Compensation modeling and margin impact analysis
Liaison with IBD business unit CFOs, IBD regional finance teams and Controllers

146

Investment Banking Campus Recruiting Coordinator Resume Examples & Samples

Track all hiring data and ensure this data is readily available in order to provide statistical reports to senior management upon request
Plan and execute interview days; including creating schedules, procuring space, confirming candidate travel & processing travel expense reimbursement, conducting interviewer sign-up, creating candidate packet, greeting candidates and arranging catering
Utilize effective communication and follow-through while acting as a dependable point of contact for recruiters, candidates and hiring managers
Build relationships with client teams, and raise issues to other senior members of the recruiting team, to help develop and drive strategy
Travel required
Proficient in Microsoft Office, including Word, Excel, and PowerPoint
Demonstrable evidence of working collaboratively in a team environment

147

VP-investment Banking Resume Examples & Samples

Work with Analysts and Associates to prepare compelling pitch books, offering / descriptive memoranda and related materials for M&A and capital raising mandates
Solicit prospective investors and buyers for M&A and capital raising mandates
Active involvement in client meetings
In-depth industrials industry, market and company-specific research
Supervise, coach and mentor Analysts and Associates
Willingness and ability to travel as necessary (up to 30%)

148

SVP Investment Banking Resume Examples & Samples

Develop and strengthen banking relationships with clients in M&A and capital raising, including corporates and private equity
Assist in identifying, originating, engaging and completing potential transactions and evaluating associated risks
Advise companies regarding strategic and capital markets alternatives
Lead teams in developing potential transaction opportunities and executing mandated deals
Develop, supervise and mentor staff at all levels
Contribute to recruiting and team development
Participate in outreach and cross-training with various business units, partners and colleagues of our parent firm
A bachelor's degree and at least 8 years of related work experience; or a master's degree and at least 7 years of related work experience
Existing Series 7 and/or 79 plus Series 63 securities licenses (in good standing)
Proven track record of success and strong, established network of relationships
Extensive knowledge with mergers and acquisitions, and capital markets
Ability to work directly with clients as the most senior banking team representative
Strong experience with both identifying transactions and leading execution
Superior understanding of and ability to critique and evaluate financial analysis and modelling
Willingness and ability to travel as necessary - up to 30%

149

Investment Banking Resume Examples & Samples

Advise companies regarding strategic and corporate finance alternatives
Identify business development opportunities through internal and external client relationships
Extensive financial analysis, valuation analysis and pro forma financial modelling
Identify key issues and potential areas of valuation and transaction risk
Prepare / define the scope of work, clear conflicts, prepare budgets and set staffing plans
A bachelor's degree and at least 5 years of related work experience; or a graduate degree and at least 4 years of related work experience
At least 4 years of investment banking experience working with clients in the (insert industry) industry
Strong quantitative and qualitative analytical skills, including the ability to exercise sound independent judgment
Excellent interpersonal and relationship-building skills with the ability to develop and maintain relationships at all levels of the organization

150

Director, Industrials, Investment Banking Resume Examples & Samples

Ability to identify new business opportunities and suggest solutions to clients within the Industrials franchise
Assisting with client development and presentation of new ideas to clients
Working on teams (coordinate with team members, assign projects on a deadline)
Stay abreast of industry trends and best practices of clients’ competitors
Tracking business development
Evaluate corporate transactions and their structures
Act as a mentor and role model to junior bankers
Seasoned investment banking experience at a recognized investment bank
Superior client interaction skills and commitment to serving the client
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

151

Investment Banking Financial Analyst Intern Resume Examples & Samples

Currently completing a BSc/MSc/PhD at a Hungarian higher education institution in Economics, Accounting, Finance, Controlling or similar
Interest in the world’s financial markets
Ability to meet tight reporting deadlines, pro-active attitude
Team-player

152

Investment Banking Resume Examples & Samples

Prepare financial models
Research pursuing industries and/or companies to be used for prospective buyers lists
Prepare compelling presentations and pitch books
Contact with potential buyers, financial institutions, and clients
Supervise, coach and mentor Analysts
A bachelor's degree and at least 2 years of related work experience; or a graduate degree and at least 1-2 years of related work experience
Experience working with clients in the (insert industry) industry
Existing Series 7 and/or 79 plus Series 63 securities licenses (preferred)
Experience working in investment banking
Strong working knowledge of Excel to develop financial models
Efficient use of research databases
Excellent interpersonal and relationship-building skills
Willingness and ability to travel as necessary

153

Campus Recruiter, Investment Banking Resume Examples & Samples

Own and manage the recruitment program for full-time and summer Investment Banking Analysts at 5 - 8 target schools
Develop, manage and grow the relationships with school teams and career services to facilitate the recruiting process
Ability to operate in a fast-paced, entrepreneurial environment

154

CIB F&bm-n.a Investment Banking Coverage Resume Examples & Samples

Drive strategic agenda and deliverables across the firm for group heads, senior management, and F&BM. Ensure execution of key initiatives and provide relevant analysis for decision making
Work directly with industry and sector heads on quarterly business performance reviews, sector reviews, target deal reviews, global industry reviews/offsites, credit and balance sheet reviews, weekly meetings, etc
Manage the people agenda including: headcount planning, optimize org structure, evaluation processes, productivity reporting, , group meetings and communications
Drive best practices and help ensure adherence to firm policies. Coordinate with relevant partners to ensure proper communication, execution, escalation, and follow-up
Assist with ongoing client management including: account planning, account coverage reviews, coordination with GCB, CB, Regional IB, global TMT and other industry teams
Senior VP with business management, finance or related experience
Solid track record of supervisory and management experience
Strong analytical skills and detail-oriented; ability to synthesize information quickly
Strong interpersonal, partnership and collaboration skills
Proactive, independent initiative, ability to prioritize, strong organizational and project management skills
Ability to influence and act as counterweight to senior management, bankers and partners
Ability to adapt and embrace changes in business and F&BM organizations
Experience and familiarity with Investment Banking products and industries

155

Investment Banking Valuation Analyst Resume Examples & Samples

Higher degree in economics, finance, mathematics, sciences, or other engineering disciplines preferable
2-3 years of experience in a Valuation, Risk or Product Control related function covering Equities derivatives
Strong oral and written communication skills in English, with the ability to discuss and explain pricing concepts

156

CIB F&bm-global Investment Banking Product Controller Resume Examples & Samples

Analysis of deal related documentation for validation of treatment of associated revenue and expenses
Ensure invoicing, tracking of aged receivables, reserves and write-offs are executed in accordance with Global Client Billing procedures and play a pivotal role in the execution of the broader global billing agenda
Focus on global billing strategy ensuring continuous improvement of processes and technology solutions
Accountable for compliance with all internal P&L, Legal Entity and Product Control standards as well as all applicable corporate accounting policies
Execution of control framework agenda, including SOX, RCSA and New Business Initiative Approvals
Strong finance background highly preferred
Excellent technical skills in Microsoft Office Suite, including extensive experience using PowerPoint to create polished Executive Reports
Advanced communications and presentation skills; ability to interface with all levels of employees
Bachelors Degree in Finance/Accounting or 6+ years related business experience required

157

Investment Banking Compliance Officer Resume Examples & Samples

Draft, update, and implement relevant policies and procedures
Assist the business in implementing and documenting various supervisory/control mechanisms
Interact with federal and state regulators
Perform testing and monitoring of compliance with firm policies and conduct risk assessments of the business to ensure effective business control framework

158

Corp-investment Banking Technology Audit Manager Resume Examples & Samples

Participate in audit engagements covering the Investment Banking businesses primarily including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow-up and verification of issue closure
Ability to document an audit work into a well structured document
Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP) or equivalent designation considered an advantage

159

Investment Banking Resume Examples & Samples

Real Estate M&A background from a leading domestic or international investment bank, with at least two/three years’ experience
Exposure to a Corporate M&A team and attitude to work across several sectors. Solid analytical skills and execution track-record
Strong experience in generating valuation models and knowledge of real estate valuation methodologies
Ability to autonomously prepare client presentations and information packages
Exposure to international deals would represent a plus
Successful candidates will show ability to work in team, strong problem solving approach, accuracy, flexibility and reliability, as well as dedication and enthusiasm
An outstanding academic background and fluency in English are required, and knowledge of an additional European language is encouraged

160

Analyst, Investment Banking Resume Examples & Samples

Undergraduate degree in finance, math, economics, engineering or another complementary discipline
1+ year of investment banking experience
Familiarity with constructing Excel models to facilitate valuation and financial analysis
A strong academic track record

161

Investment Banking Singapore Resume Examples & Samples

Keep abreast of company information and the natural resources sector
LI-JG1
A university degree (masters qualification encouraged) with excellent academic results
Three to four years of experience in IBD with a bulge bracket institution
A demonstrated background in deal/transaction support
Fluency in English necessary, Bahasa Indonesia and/or Thai language capabilities preferred
Strong analytical, valuation and modeling skills
Highly organized with attention to detail
Ability to effectively prioritize and handle multiple tasks under tight deadlines
Self-motivated, results-oriented team player with best-in-class professional integrity

162

Executive Assistant, Investment Banking Resume Examples & Samples

Provide administrative support to officers and associates
Prepare and review materials and correspondence for meetings
Prepare, reconcile, and track expense reports through CTE system
Enter client call reports in Citivision for client facing bankers
Process P2P requests for charitable contributions, business cards, etc…
Assist with special projects such as conference planning/coordination
Prior experience in the Investment Banking industry preferred
Ability to work 8:30am-5:00 pm and be flexible for overtime as needed

163

Associate, Technology Investment Banking Resume Examples & Samples

Desire to be part of close-knit group operating in an intensive environment
MBA, MA in Accounting, CFA, CPA, JD or equivalent
3+ years investment banking experience in an industry group

164

Investment Banking Resume Examples & Samples

Collaborate with experienced colleagues in prominent deals and transactions
Create, build and analyze financial models and statements with a high degree of accuracy
Keep abreast of company information and the real estate sector
Critically evaluate market data to analyze trends and evaluate companies
A university degree with excellent academic results
One (1) to Three (3) years of experience in IBD with a bulge bracket institution
Real estate IBD experience or interest strongly preferred but not required
A demonstrated background in deal/transaction support, in particular in mergers & acquisitions
Fluency in English necessary
Sound knowledge of accounting, financial and operational concepts
Commitment to delivery of highest quality work

165

CIB F&bm-corporates Investment Banking Business Manager Resume Examples & Samples

As trusted advisor to the head of EMEA Corporates Investment Banking in all aspects of the business; strategy, controls, people and financial performance
Key POC for front office and support functions to help identify, facilitate and achieve business objectives and opportunities
Drive communication of the business strategy, performance and priorities
Proactively and on request provide strategic analysis and reporting to facilitate business progression
Ensure the business is aligned with key control and support functions (such as Legal, Compliance, Operations, HR, Audit, Technology, etc)
Help manage business risk by ensuring an effective control environment
Work closely with M&A Business management team to facilitate development and execution of synergies between the Coverage and M&A strategy, opportunities and client relationships
Build effective relationships and work closely with F&BM colleagues (Planning & Analysis, Finance Controllers, Industry/Product business managers, Office Management)
Oversight of monthly performance reporting, incl. Revenue, Expenses, SVA and market data analysis
Maintenance of the deal pipeline, incl. forecasting exercises and reporting
Management of client coverage lists and client reference data across all systems
Provide assistance to front office with the client on-boarding processes (i.e. Sponsorship, KYC)
Key POC for ensuring business adherence to end-to-end deal life-cycle controls
Work with the Senior Business Manager to organise client and business events
Events tracking and budget oversight. T&E expense review and exception approval
Headcount analysis and reporting
Partner with Technology to support bankers in best practice usage of iBanker, iMeet, iMemo, Intensity and Dealworks
Manage junior resources as part of the IBC/M&A Business management teams
Understanding of Investment Banking and Capital Markets products, systems and processes
Strong organisational, project and time management skills; flexibility, ability to dynamically prioritise requests and multi-task in the face of ever-changing and sometimes conflicting demands
Strong analytical and numeric skills, understanding of financial statements, excellent attention to detail. Able to analyse large data sets and present conclusions concisely
Strong communication skills and ability to build relationships and influence others, across multiple disciplines and across levels of seniority
Ability to work well individually and partner effectively within a team
Pro-active and problem solving mindset with ability to identify, clearly present and implement solutions
Disciplined approach to managing processes and controls with a view to continuous improvements

166

Junior Investment Banking Controller Resume Examples & Samples

Revenue recognition and P&L reporting
Assist in testing, development and maintenance of IT tools
Various ad-hoc reporting requests from the Business Unit

167

CIB F&BM Global Investment Banking Product Controller Resume Examples & Samples

Controller contact for Americas ECM
Month-end close – ensuring accurate and complete close-out of books & records for the month and resolution of any discrepancies in the results
Investigation, explanation and communication of business drivers underpinning significant financial movements and variances for Front Office, Legal Entity Controllers, Corporate Reporting and other IB and Corporate Finance groups
Tracking of accounts payables and receivables to ensure close out of outstanding items occurs in line with SEC regulations
Managing special projects as requested and developing new MIS processes as needed
Strong finance background preferred

168

VP-oil & Gas Investment Banking Resume Examples & Samples

Leading teams of Associates and Analysts in the provision of financing and advisory services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching and assisting in the development of Associates and Analysts in the Oil & Gas Group
Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses
Act as a trusted advisor to clients and prospective clients through relationship development, industry knowledge and capital markets expertise
Maintaining frequent and appropriate communications with team members and product partners throughout the firm
Eventually begin to assume origination responsibilities in accordance with the strategic direction of the Oil & Gas Group, including but not limited to: identifying and calling on prospects; the creation, analysis and presentation of actionable ideas; and, originating new client mandates
Demonstrated ability to manage deal teams
Demonstrated ability to work in a time sensitive environment with strong focus and attention to detail
MBA preferred but not required

169

Investment Banking Capital Markets Resume Examples & Samples

Fulfilling RA and banker information requests, including during evenings and weekends, for among other things
Demonstrated academic achievement
A basic knowledge of accounting for financial reporting and financial statements
Ability to multi-task with solid attention to detail
Demonstrated ability to work in a time-sensitive environment
A solid can-do attitude and inclination to ask questions when clarity is needed
Demonstrated interest in business (companies, industries and corporate transactions), especially from a credit perspective
A basic familiarity with capital markets
Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must
Willingness to travel to and spend time in New York for training, and to attend meetings with coverage and product bankers, clients, and rating agencies

170

Senior Accountant Career Opportunity Available With Investment Banking Firm Resume Examples & Samples

Manage monthly close and adhere to deadlines
Record monthly activity of investment accounts for all entities
Coordinate analyses and schedules in the financial package with FP&A team
Support the Controller through audits
Point person for ad hoc projects
CPA or Big 4 public accounting experience highly desirable
Minimum 3 years of relevant experience

171

Senior Analyst, M&A Investment Banking Resume Examples & Samples

Undergraduate Degree in Business (Accounting, Finance, Business Admin, Economics, etc.)
Series 79 & 63 (within eighteen months of employment or 3 attemps)
Strong quantitative skills, including financial modeling and financial statement analysis and valuation
Quantitatively and financially-oriented, 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
Exceptional critical thinking and problem solving ability
Proficiency in Microsoft Office Suite (Excel, PowerPoint and Word)
1 - 3 years experience in investment and/or transactional, deal advisory accounting or consulting

172

Investment Banking Controller Resume Examples & Samples

Preparation and control of regular daily, weekly, monthly revenue and expense management reports for the Business Unit
Preparation and control of client coverage and country revenue reports for EMEA region for the Business Unit
Monthly reconciliation of revenue reporting tools

173

Global Compensation Head Investment Banking & Capital Markets Resume Examples & Samples

Owner of Compensation agenda for IBCM, partnering closely with the HRBP for IBCM
Partner with and provide deep subject matter expertise to IBCM Senior Management, HR Business Partners, Lateral and Campus Recruiting and IBCM Finance to help drive business strategy
Track business needs, competitive pressures, regulatory changes and market trends to ensure IBCMs Compensation policies and processes support IBCMs business strategy while being aligned to the overall HR and CBP&IAM strategy
Mitigate risk and ensure appropriate governance models are established and executed within IBCM
Manage the annual mid-year and year-end salary and bonus review process for IBCM
Participate actively in executive management meetings / HR management sessions and other governance forums as needed
Participate in numerous compensation projects, initiatives, and policies regarding bank-wide issues
Manages teams of around 3 members to ensure consistency and quality of work, career paths, and succession planning
LI-JG1*
Significant, hands-on experience, aptitude and leadership within Compensation of a global Financial Services firm, including the development of innovative integrated strategies, policies, programs, and plans
Deep understanding of Compensation strategies and the pertinent regulatory environment in order to meet ambitious business objectives fully in line with all rules and regulations
Strong business acumen with a strategic perspective

174

Associate, Global Investment Banking Resume Examples & Samples

Conducts financial analysis, both for existing clients and on new infrastructure financing opportunities, with an emphasis on financial modeling and valuation
Researches and analyzes information and drafts transaction/mandate proposals in conjunction with Directors, Executive Directors and/or the Managing Director
Works effectively with other associates and analysts to ensure work quality and deadlines are met
Establishes and maintains contact with clients throughout the transaction due diligence process
Assists in analyzing, structuring, and negotiating new infrastructure M&A and PPP transactions
Assists in preparing client presentations/pitches
Liaises with other units/product groups within CIBC in preparing infrastructure reviews and proposals for clients’ financing needs
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

175

Investment Banking Valuation Controller Resume Examples & Samples

Monthly price verification to ensure positions are marked correctly in the firm’s books and records
Liaising with different internal/external parties to provide a truly professional, independent analysis
Preparing summaries on review results for senior finance executives and the Trading Desks
Developing and standardizing the existing price verification processes and control framework

176

Investment Banking Japan Lawyer 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 sensitize financial models
Provide project management support to senior team members
Understands firm's approach and policies for managing risks in relevant business and applicable legal and regulatory rules, and follows policies
Registered lawyer of Japan Federation of Bar Associations
Currently practicing at one of the law firm in Japan
Has strong accounting, finance, quantitative and business writing skills
Has business level English skills
A well-rounded academic background from a top tier educational institution
Have prior working experience covering investment banking deals
Understands transaction cycle and the steps in the process and is execution oriented
Understands the different types of risk and can discuss in detail ways of managing these risks
Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
Self-directed, highly motivated, and able to work independently

177

Associate Investment Banking Resume Examples & Samples

Applying product and capital markets knowledge to help clients achieve their financial objectives
Financial and written analysis of companies and industries, including the development of valuation models, pro-forma financial statements and comparable company analysis, etc
Generally supporting client pitch and deal execution efforts
Conducting industry and company-specific due diligence related to transactions
Minimum two years of work experience in a relevant field. Considered an asset to have previous investment banking experience or Industry related experience

178

Analyst, Investment Banking, Poland Resume Examples & Samples

Creating and analysing financial models with a high degree of granularity Gathering market data to analyse trends and help value companies and transactions
Creating, drafting and taking ownership of presentations and memoranda for a wider audience both internally within the firm as well as externally
Strong academic background and the equivalent of a top class undergraduate degree from a leading university
Fluent in Polish and English; ability to communicate effectively in multiple languages is helpful
You are a results-driven team player who performs well under pressure and against tight deadlines
You articulate complex ideas and summarise effectively
Strong understanding of professional ethics and regulatory environment

179

Associate, Mid Market Investment Banking Resume Examples & Samples

Assist Managing Director, Executive Director and Director in executing all facets of the group’s mandates
Prepare in-depth financial models of acquisitions and recapitalizations
Valuation of businesses using comparable company trading analysis, precedent transaction analysis, discounted cash flow analysis and other industry metrics
Must develop an awareness of M&A activity, trends and developments in the global market
Responsible for both quantitative and qualitative data analysis and industry research
Maintain the group’s databases on a current basis
Assist in preparing extensive written documents including business development proposals, confidential information memorandums and broadcast memorandums
Play a key role in the preparation of client proposals and pitchbooks
Assist Managing Director, Executive Director and Director on business development calls as required
Peers at other financial institutions, private equity groups, industry associations, and other professionals on a regular basis to promote CIBC’s interests and maintain knowledge of their area of specialization

180

Investment Banking Compliance Test Manager Resume Examples & Samples

Lead Test Team
Partner and collaborate with Test Team (s) to deliver testing services for CST Product Line including improving overall test maturity , coverage, implementing governance, establishing standard test process, increasing automation footprint and establishing an offshore team
Manage test activities with IT Test Managers for assigned domain
Liaise with the stakeholders in various locations, IT Test Managers, Business Test Manager, Project Managers, Development Managers, BA Leads, & other IT teams as needed for all testing activities
Responsibility to oversee, track and monitor the delivery of the assigned project portfolio
Prepare accurate testing forecast, project resource allocation and utilization
Preparation of Test Strategy, Test Plan and test entry/exit criteria to ensure that they are met before promotion to the next test/project phase
Close management and tracking of defects/bugs towards a swift resolution
Provide effective monitoring and reporting of test progress to stakeholders + line manager on a periodic basis
Handle any delivery related escalations pertaining to their verticals
Ensure cross leveraging of knowledge across complex projects, units and locations
Accountability for coaching and mentoring of junior team members and coordinate internal knowledge sharing sessions
Willingness to get into the detail and actively manage team deliverables
Experience in offshore vendor management
Graduate Degree, preferably in Computer Science or equivalent
Proven track record of min. 10 years with at least 5 to 7 years in a similar role as Test Manager in an international, dynamic and fast-paced banking / financial environment
Solid Project Management background, preferably in managing and delivering large and complex test programs as well as implementing a test strategy in a multifaceted environment
Knowledge of financial products & transactions
Expertise of managing data Warehousing Projects
Certification in Testing (ISTQB or ISEB) is of advantage
Informatica
AutoSys or CTRL-M
DB, SQL
ALM (Quality Centre)
DevOps (Advantageous)
Automation (Advantageous)
Excellent verbal and written communication skills in English
Copes well under pressure and with uncertainty
Flexible and adaptable in the face of changing priorities or circumstances
Sound knowledge of IT SDLC and CMMI processes

181

VP, Healthcare Services Investment Banking Resume Examples & Samples

Work with investment bankers and product partners on M&A/strategic alternative idea generation and pitches, corporate finance opportunities, and public and private, equity and debt, capital raising transactions
Leading teams of Associates and Analysts in the provision of financing and advisory services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching and assisting in the development of Associates and Analysts in the Healthcare Group
Analyzing the financial statements and operating metrics of public companies within the Healthcare sector to generate industry insights
Act as a trusted advisor to clients and prospective clients through relationship development, industry knowledge and capital markets expertise
Developing a thorough understanding of the trends and competitive dynamics within the sector
Understanding the financial impact of decisions on the client’s organization
Accountable for effective project management: drive the process, effectively prioritize and allocate resources
Responsible for training new Associates and Analysts. Acts as a mentor
Generate ideas and analytical materials in support of new client meetings
Continually build knowledge and capabilities within the industry segment and stay abreast of competitive trends
Undergraduate Degree in Business (Accounting, Finance, Business Admin, Economics, etc.)
Minimum of five years of investment banking experience
Relevant client interaction and transaction experience in the Healthcare industry
Quantitatively and financially-oriented, possessing the ability to succinctly express ideas
Excellent organization, communication and research skills
5+ years direct industry segment experience
Previous investment banking experience

182

Investment Banking Compliance Project Manager Resume Examples & Samples

Ability to help define strategic operational and technology controls along various compliance workflows
Document various operational processes
Developing recommendations for process control improvements
Ability to translate regulatory and business requirements into functional requirements
Conducting deep dive reviews into existing processes to help define future state requirements

183

Analyst Investment Banking Resume Examples & Samples

Financial and written analysis of companies and industries, including the development of valuation models, pro-forma financial statements and comparable company analysis, etc
Applying product and capital markets knowledge to help clients achieve their financial objectives
Participate in all stages of transaction execution, from the pitch phase through to closing
Strong quantitative skills focused on financial analysis, accounting and financial theory
The ability to excel under pressure amid demanding deadlines

184

Investment Banking Resume Examples & Samples

Secretarial Support – organise Managing Director's and Director's office, screen telephone calls, deal appropriately with internal and external enquiries, office support including typing, photocopying, filing, printing, binding and formatting of Word documents and PowerPoint presentations
Diary Management and Meeting Coordination – day-to-day extensive diary management, i.e. invitations, meeting rooms, video conferences, conference calls, catering. Coordinate internal and external client meetings
Client Event Coordination - researching markets to identify opportunities for events, coordinating venue management, coordinating staff, organizing compliance approvals and budgets, on site event management and client liaison
Office Administration - i.e. IT helpdesk liaison, distributing mail, maintaining printers/ faxes (paper/ toners)
Travel and Accommodation Coordination – booking travel and accommodation while adhering to Credit Suisse travel policies
Expense Management - coordination of AMEX reconciliation statements and processing cash claims while adhering to Credit Suisse expense policies
Relationships – liaising with clients & senior executives and their assistants around the world on behalf of the Managing Director & Head of IBCM
Ad Hoc Projects – administrative support as required assisting the IBCM Department in Sydney

185

VP, Investment Banking Resume Examples & Samples

An undergraduate degree. Focal areas of finance, economics, or accounting preferred. High academic achievement
MBA, CFA or equivalent experience in financial services, accounting, or legal fields
Minimum of 6 years of relevant experience in investment banking, negotiating and structuring financial transactions. This should include some experience in a corporate lending environment developing business
Good knowledge of the organizational lending and portfolio management policies and objectives
Excellent abilities in business development and cross-selling success. Solid proven sales capability
Highly developed written and oral communication skills including the ability to create and deliver professional product ideas and presentations
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 team environment and in client interaction with emphasis on excelling in relationship building
Ability to advocate persuasively
Proven abilities in managerial and leadership skills

186

Investment Banking Experienced Associate Resume Examples & Samples

Play a critical role in client interactions and marketing
Prepare valuations, write memorandums for M&A and private placement processes, conduct M&A analyses, and participate in due diligence and drafting sessions for public and private offerings
Foster sense of teamwork and community (by participating in recruiting, reviews, mentoring, and firm committees)
Minimum of 4-6 years post-undergraduate work experience in investment banking or a related field
Must exercise good judgment in assessing risks and rewards of new business opportunities
Significant exposure to financing and M&A transaction analytics and processes
Experience within the technology sector

187

CDI / MCM Sales, Investment Banking Resume Examples & Samples

Ensure timely and efficient customer service for CDI/MCM Sales Representatives
Provide service support for the purpose of resolving performance/account problems. Handle a variety of customer inquiries regarding accounts
Provide guidance to sales representatives based on current compliance and regulatory requirements
Sell a wide variety of fixed income securities to include but not limited to US Governments and Agencies, money market securities, municipal bonds, corporate bonds, and mortgage backed securities
Prospect and develop new clients throughout the M&T Bank footprint
Work closely with relationship managers throughout the bank to pursue new and existing client business development

188

Associate, Oil & Gas Investment Banking 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 knowledge of relevant information resources: Capital IQ, Thomson Financial, Bloomberg
Continually build knowledge base and capabilities within the industry segment and stay abreast of competitive trends
Maintain required licensing
Demonstrate the Key Values: Teamwork, Respect, Accountability, Integrity, and Leadership
Undergraduate Degree in Business (Accounting, Finance, Business Administration, Economics, etc.)
Series 79 & 63 (within 18 months of employment)
Strong quantitative skills, including financial modeling and financial statement analysis
Quantitatively and financially-oriented, 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
Exceptional critical thinking and problem solving ability
Proficiency in Microsoft Office Suite (Excel, PowerPoint and Word)
1 - 3 years of experience in investment and/or commercial banking, leading accounting or consulting

189

Cib-bacc Application Support Specialist for Investment Banking Buenos Aires Resume Examples & Samples

Effectively convey root cause analysis of issues to software development staff for process/software changes
Perform production support activities which involve assignment of issues/issue analysis and resolution within the specified SLAs
Daily support with resolution of escalated tickets and will act as liaison to business and technical leads to ensure issues are resolved in timely manner
Suggest fixes to complex issues by doing a thorough analysis of root cause and impact of the defect
Strong interpersonal skills: professional, courteous, friendly, warm, empathic, level-headed and composed

190

Investment Banking Specialist Resume Examples & Samples

Fund Accounting – this area of business focuses on preparing and calculating accurate Net Asset Values (NAVs) across all funds in accordance with BNY Mellon standard operating procedures, preparing cash and asset reconciliation’s, providing services to all clients and ensuring that client concerns/requests are addressed as soon as possible and within an agreed timetable
Middle Office – team manages the entire process from trade entry through the settlement, ensuring that all trades are matched, settled and reconciled in a timely and efficient manner
Transfer Agency – team is responsible for the accurate processing and maintenance of partnership registers and documentation for the funds we administer
Pricing - team manages the delivery of asset pricing & money market pricing services to BNY clients across Europe
Tax - the team is responsible for the on-boarding of clients at BNY Mellon and ensuring the correct tax service and reporting is applied
Depositary - it is responsible for overseeing the fund manager's activities in relation to these funds. They are independent of the fund manager and acts in the interest of the funds

191

Cib-global Investment Banking Resume Examples & Samples

Contributing to the production of presentation materials, prepare transaction documents, conduct due diligence and perform market and industry research
Building and using financial models
Applying the firm's approach and policies for managing risks
A well-rounded academic background from a top tier educational institution
Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business

192

Corp & Investment Banking Audit Resume Examples & Samples

Bachelor’s degree in Accounting, Finance or related
5 + years’ work experience within the Financial Services Industry with at least one year of audit experience
Advanced knowledge of Microsoft Excel and PowerPoint
Strong attention to detail and commitment to quality
Strong analytical skills and ability to drive to conclusions and results
Results oriented – ability to work independently to drive projects to completion
Any candidate not meeting ALL the qualifications can be considered for a Associate, Business Analyst

193

Executive Assistant, M&A, Investment Banking Resume Examples & Samples

Provide administrative support to a senior-level executives
Prior experience in the Investment Banking industry preferred 3+ years
Extensive calendar management and travel arranging

194

Avp-investment Banking IT Audit X-canary Wharf Resume Examples & Samples

Contribute to the audit opinion
Strong practical knowledge of IT Application development or operations processes and associated risks and controls
IB Experience would be preferable but not essential
FS Experience is a must
Practical experience of assessing or improving process and control environments in an IT first line role, 2nd line risk role or internal audit function
Relevant professional qualifications (e.g. CISA, CISSP, CRISC or other relevant technical qualification; and graduate degree)

195

Analyst, Investment Banking Resume Examples & Samples

Actively participate in the origination and execution of M&A, Advisory, Debt, Equity & Financing related transactions
Key functions will include, but not be limited to, preparing management presentations, marketing pitches and due diligence reports
Assist in constructing and maintaining various financial models. This would include both DCF and LBO models

196

Analyst, Global Investment Banking Resume Examples & Samples

Conducts financial analysis, both for existing clients and on new infrastructure financing opportunities, with an emphasis on financial modeling and valuation
Researches and analyzes information and drafts transaction/mandate proposals in conjunction with Directors, Executive Directors and/or the Managing Directors
Establishes and maintains contact with clients throughout the due diligence process to obtain/provide information and advice, conduct interviews and relay information regarding the process and CIBC’s requirements
Assists in analyzing, structuring, and negotiating new infrastructure M&A and PPP transactions
Assists in preparing client presentations/pitches
Liaises with other units/product groups within CIBC in preparing infrastructure reviews and proposals for clients’ financing needs
Oversees and/or participates in the conduct of research and collection of information to assist in the identification and analysis of potential business transactions
Bachelors degree in Business, Economics or Engineering preferred
C.P.A. or C.F.A designations are favorable
Corporate finance, infrastructure and/or urban planning experience is an asset
Strong technical, computational and quantitative skills
Strong interest in and knowledge of financial markets and the infrastructure sector
Results oriented, self motivated and a strong desire to work collaboratively in team settings
Excellent analytical ability including demonstrated knowledge of valuation techniques and practices, including cash flow analysis
Thorough understanding of Corporate Finance theories and practices, and well-developed financial analysis skills, including financial modeling
Excellent understanding of financial statements, credit analysis and accounting principles
Well-developed organizational and time management skills in order to respond to shifting priorities on several simultaneous projects
Demonstrated job commitment including a willingness to work extended hours in a high pressure/high reward environment and personal flexibility and adaptability in order to meet client requirements
Excellent interpersonal, presentation, oral and written communication skills in order to convey complex factual and conceptual information to others and promote the interests of CIBC

197

VP, M&A Healthcare Investment Banking Resume Examples & Samples

Work with M&A team and industry partners in the healthcare sector on M&A/strategic alternative idea generation and pitches, corporate finance opportunities, and public and private, equity and debt, capital raising transactions
Leading teams of Associates and Analysts in the provision of financing and advisory services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching and assisting in the development of Associates and Analysts in the M&A Group
Accountable for performing in accordance with the strategic direction and overall leadership of the industry segment including but not limited to: quality of both financial analysis and pitch books
Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses
Analyzing the financial statements and operating metrics of public companies within the M&A sector to generate industry insights
Coordinating the appropriate organizational resources to deliver product solutions and advice to clients
Develop knowledge of relevant information resources: Bloomberg, Capital IQ, Thomson Financial, and SNL
Responsible for pitch book and presentation development; develop persuasive arguments based on the data gathered by analysts, both conceptually and through client presentations
Execute 1 Key by knowing the industry segments clients and markets as well as demonstrating teamwork among peers within the Institutional Bank and enterprise wide
Maintain communications with team members and product partners
Develop marketing materials for topics such as company positioning, financing alternatives, and M&A/Strategic alternatives
Assist with attracting a quality workforce, i.e. college recruiting activities
Maintain required licensing
Demonstrate the Key Values - - Teamwork, Respect, Accountability, Integrity, and Leadership
Minimum of four years of investment banking experience
Direct relevant client interaction and transaction experience in the M&A industry
Demonstrated ability to manage deal teams and M&A processes
Strong quantitative skills, including financial modeling and financial statement analysis
Strong team player that is a motivated self-starter with the desire to be part of a close-knit group operating in an intensive and challenging work environment
Exceptional critical thinking and problem solving ability
Series 7/79 & 63
Strong Knowledge of Microsoft Office Suite (Excel, PowerPoint and Word)
MBA, MA in Accounting, CFA, CPA, JD or equivalent
Prior experience in the healthcare industry

198

Executive Assistant, Investment Banking Resume Examples & Samples

Provide administrative support to a senior-level executive plus other team members
Prepare and review materials and correspondence for meetings and mailings
Expertise in multi-tasking, organizing, and prioritizing a must
Ability to work 8:30 a.m.-5:30 p.m. and be flexible for overtime as needed

199

Associate, Investment Banking Resume Examples & Samples

Perform detailed financial modeling and valuation analysis of private and public companies
Research and analyze company financial statements, industry and market data
Prepare client presentations and documents
Support transaction teams in the execution of corporate finance and advisory transactions
Financing transactions (primarily equity as well as other financial instruments)
Assist Investment Banking professional team with new business development, maintaining client coverage and executing corporate finance and advisory transactions
Advisory transactions (i.e. mergers, acquisitions, divestitures, valuation and other financial advisory assignments)
Communicate and present clear and concise, analytically-driven insights / recommendations
Oversee the quantitative development of supporting analyses, quality of all investment banking project materials, and work with senior management to expand market reach, project direction and expertise in the field
Supervise analysts in developing analytical models, presentations and marketing materials
Analyze market, financial situation and position of client companies and competitors
2-5 years of experience in an investment banking role, (experience within Natural Resources or M&A groups highly preferred), private equity or similar field within an oil and gas company
A mix of financial and technical background in engineering and geology will be viewed favorably
A relevant business related university degree and/or CA or CFA
Strong data modelling and analysis skills
Knowledge of oil & gas information and data marketplace
Comprehensive understanding of Canadian crude oil characteristics, infrastructure, pricing, and trading
Ability to synthesize company and market related information and understand key business drivers
Ability to translate statistical and analytical results into clear written and verbal communication
Strong business acumen with excellent interpersonal skills, including written and oral communication
Ability to be part of multiple projects/initiatives of varying size and complexity, while simultaneously meeting and exceeding deadlines

200

Investment Banking Compliance Officer, VP Resume Examples & Samples

Serve as the lead business line compliance officer for the Investment Banking Division, as well as other organizational areas that may be assigned
Serve as a Subject Matter Expert and/or Primary Regulatory Lead for designated laws, regulations and policies
Supervise and lead the Investment Banking Compliance team members; communicate organizational and group objectives; and provide support and guidance for goals and initiatives in support of the Annual Plan. Monitor progress and report on the status of completion of compliance initiatives
Develop and maintain relationships with key stakeholders, including businesses and other risk functions, to ensure implementation of an effective compliance program. Utilizing the knowledge of the business activities and products of the businesses supported, provide consulting and advisory services to business units to comply with applicable laws, regulations, and policies (e.g., Conflicts of Interest, Information Security, Material Non-public Information, Anti-social Elements, Yearly Absence Requirement, Gifts & Entertainment, Personal Trading, the Volcker Rule and Affiliate Transactions)
Work with key stakeholders to implement compliance programs designed to comply with applicable laws, including federal and state banking and securities laws, and Federal Reserve, DFS, SEC, and CFTC regulations, as applicable
Draft, or participate in the drafting of, compliance related policies and procedures. Make recommendations to develop or enhance business unit policies and procedures as they relate to compliance subject matter; and respond to compliance related questions from management and staff
Conduct regular meetings (e.g., monthly) with senior management of the principal business units supported to discuss compliance risk management matters. Produce a written report or materials to document those meetings
Participate in the development of compliance related monitoring and compliance metrics; perform and/or manage accordingly. Provide information for initiatives tracking and compliance reporting to management and governance groups
Act as a liaison and assist the business units to address compliance issues raised by, among others, regulators, Internal Audit, and Compliance Testing. Support business units to develop controls and procedures to mitigate compliance related risks
Execute, participate in and/or manage the execution by team staff of assigned responsibilities under the bank’s compliance risk assessment programs (e.g., Corporate Compliance, BSA/AML, Sanctions, Anti-corruption, and Global Risk Assessments)
Perform, participate in and/or manage the performance of assigned responsibilities under the Shidouyaku program to implement or satisfy Home Office and Japan Financial Services Agency (“JFSA”) requirements. This includes, but is not limited to, performing and/or managing the performance of requirements to conduct monitoring to assess compliance with key JFSA requirements and Home Office guidance as outlined in the Head Office Compliance Monitoring Sheets and Compliance Check Sheets
Perform reviews and/or manage team staff reviews of marketing materials concerning business lines supported
Work with Americas Compliance Division (“ACoD”) Training on the development, coordination, and delivery of initial and ongoing training for employees on compliance requirements impacting these business units. Provide and/or manage the delivery of new hire training, including preparing related materials and recordkeeping
Support KYC and OFAC teams in the performance of their responsibilities, as needed, for matters that require escalation. Respond to business line questions or act as a liaison between the businesses and the KYC and OFAC teams as requested on matters of significance or complexity. Assist the business unit to collect, review, and inform the Financial Intelligence unit of potential or suspicious activity
Support business lines with respect to compliance related issues related to or resulting from business line reorganizations
Review and/or manage the review by team staff of notifications of new or enhanced products or services (Notifications) and any related product and service risk assessments (PSRAs). Provide written analysis, comments or advice concerning compliance related risks or issues presented by the Notifications and/or PSRAs. Work and consult with sponsors and impacted business areas to address compliance risks presented by these proposals
Review and provide comments concerning compliance risks presented by PSRAs which are submitted separately from Notifications. Work with the business areas that submit the PSRAs, as well as any other impacted areas, to address compliance risks identified in the PSRAs
Perform and/or manage team performance of responsibilities and projects as assigned by supervisor and/or ACoD senior management, including those required by Home Office
Minimum of 7-10 years of work experience in compliance and/or risk-management related fields must have a good knowledge of BSA/AML, all Alphabet Regs and proficient in Reg W
Familiar with Compliance Risk Assessment process. International banking or work experience with a federal banking regulatory agency preferred. Minimal supervision is a plus
Must possess strong organizational, oral, written, and computer skills
BS/BA (college) degree or equivalent education or work experience is required

201

Investment Banking Resume Examples & Samples

Credit trained, with proven commercial or corporate bank skills and 3-5 years of experience
BS or BA degree (graduate degree or equivalent a plus)
Familiarity with MS Excel and Word
Demonstrated quantitative skills and modeling expertise
Knowledge of accounting at an intermediate level
Must be able to prioritize quickly and work both independently and in a group within a fast-paced environment
Must be comfortable in a primarily credit-oriented role
Experience in non-recourse project finance, utility, or other energy lending is preferred but not required
Agency and/or workout experience is a strong plus

202

Associate, Technology Investment Banking Resume Examples & Samples

Conduct extensive quantitative economic, industry and company research and analysis
Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing
Assist in the development and continued cultivation of client relationships
MBA or Masters degree in Finance or Economics or a minimum of 3 years corporate finance and capital markets experience with a top tier global bank
Strong written and oral communication skills and ability to convey ideas
Creativity and intellectual curiosity

203

Guggenheim Securities Investment Banking Summer Analyst Resume Examples & Samples

Support deal teams in developing, maintaining and using financial models
Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis
Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients
Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants
Develop an in depth understanding of Investment Banking product and services: Debt, Equity, Mergers and Acquisitions and Restructuring
Excellent analytical skills and attention to detail
Strong interest for problem solving and client service
Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance
Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management
Highly organized, with the initiative and ability to multitask and work with limited supervision as a member of a team
Working knowledge of MS Excel, MS Powerpoint and MS Word. Familiarity with Thomson/Factset and Bloomberg
Prior experience as an investment banking, private equity or corporate finance intern is a plus
Core modeling and valuation experience is a plus
Must be on track to receive a Bachelor's degree in December 2017 or Spring 2018; major in finance / economics or a related field is a plus

204

Guggenheim Securities Investment Banking Summer Associate Resume Examples & Samples

Identifying, researching and analyzing M&A and financing opportunities
Completing and reviewing valuation analysis
Researching company information and industry trends
Performing client due diligence
Preparing information memoranda and other transaction-related documentation
Preparing and contributing to delivery of client presentations and interacting with senior bankers, clients, lawyers and accountants
Managing and developing junior staff qualifications
Core modeling and valuation experience
Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
Excellent analytical skills and attention to detail
Must be on track to receive a MBA in finance / economics or a related field from a top university
Must be on track to graduate in either December 2017 or Spring 2018

205

Regional Head of Global Investment Banking Compliance Resume Examples & Samples

Establish and maintain a constructive, open relationship and dialogue with business leaders and staff, proactively promoting Compliance in front of the business, support functions and other control functions, whilst always maintaining an independence of viewpoint
Advise and alert business leaders on key compliance and regulatory risks affecting their business areas, offering practical, timely solutions adapted to the business context to address and mitigate these risks as well as assisting business lines in the implementation of appropriate risk management solutions
Partner efficiently with other areas of Compliance and other support and control functions as required to deliver effective articulation of key risks to management and business leaders; this will include leading regular meetings with business management involving other functions within Compliance as necessary to alert the business leadership to key regulatory and reputational risks, alerts arising from monitoring and other control activity undertaken by Compliance and forthcoming changes to regulation globally which may impact the business. As part of this ensure that you have a good understanding of all relevant areas of risk for the BL you cover including financial crime, controls, KYC and sanctions/embargoes topics
Ensure that the Compliance strategy and relevant items of the Annual Compliance Plan are delivered effectively and completely, in a timely manner
Maintain a current understanding of the business strategy and be conscious of forthcoming changes to this strategy which may affect the regulatory and
Manage the relevant Permanent Supervision (PS) and other controls within the compliance team, including driving a process of continuous improvement (and simplification where possible) of existing compliance procedures and controls as well as introducing new and adapted procedures and controls where appropriate
Take responsibility for the advice given concerning compliance and regulatory risks arising from the introduction of new products and ensure appropriate contribution from Compliance to relevant new product approval processes
Contribute to the production and maintenance of the risk cartography of regulatory risks connected to the business line produced by SEGL/CFT/GBS/AMT (Risk Assessment, Monitoring & Testing), ensuring that the inherent regulatory risks posed by business activity are identified, along with the mitigating factors assessed to determine the residual risk and suitable actions required to further mitigate, or reduce, the regulatory risk
Animate regular meetings with business management involving other functions within Compliance as necessary to alert the business leadership to key regulatory and reputational risks, alerts arising from monitoring and other control activity undertaken by Compliance and forthcoming changes to regulation in Asia which may impact the business
Organise and manage proactive dialogue with all Compliance teams supporting the business lines in Asia on a regular basis, ensuring that advice to the business is consistent wherever practicably possible and aligned to global policies and procedures applicable to GLFI, GTPS & CORI
Maintain an awareness of all contact with regulators in Asia relevant to or specific to the business line, participating personally (where possible) in meetings with regulators on material matters specific to the business line
Manage timely and accurate responses to regulatory enquiries relevant to the business line, liaising with the business and other control and support functions to obtain information as required
Participate in and co-ordinate the advisory team's involvement in compliance projects relevant to the business line and other projects as required by Compliance management
Provide effective leadership of the advisory team and of individual team members, including workload management, providing guidance and support where necessary, facilitating the development of individuals (including but not limited to setting objectives, conducting appraisals and identifying and agreeing training needs and personal development plans)
Escalate regulatory and reputational issues and risks in a proactive and timely manner to the Regional Head of Compliance – APAC and the Global Head of GIB Compliance
Maintain a strong working knowledge of the regulatory rules and regulations applicable to the business line globally
Develop personally (and encourage the development within the advisory team of) an understanding of current market practices relating to the operations of the business line and related compliance policies and practices, by developing relationships with Compliance colleagues in other Firms, engagement with audit, consulting and legal firms with relevant knowledge and experience and with trade associations and other industry bodies
Active engagement and supervision over the Control Room sub-team in a cooperative and efficient workflow, providing appropriate support, including with conflict matters, nonstandard/restrictive clauses, maintain active communication and promptly dealing with escalated matters, and providing input into the IBCR’s process manual as and where needed
Management of the performance of Permanent Supervision controls within the Control Room team, including improving current procedures and controls within the team
At least 10-15 years in compliance or equivalent experience relating to the business lines activities
Managerial experience essential
Strong working knowledge of the SFC / HKMA regulations relevant to the business line
Knowledge of the regulatory framework relevant to the main centres of operations of the business line in Asia besides Hong Kong (i.e. Korea, Japan, Singapore, China, Australia, India, Taiwan)
Good understanding of the business lines activities
Strong communications and influencing skills
Motivator of staff and an effective leader
Strong presentation and report-writing skills

206

ORD Investment Banking & Capital Markets Coverage Resume Examples & Samples

Promote awareness of operational risk and risk management best practices
Capture and analyze operational loss data, and as needed, advise the Business Area in developing effective mitigation steps and controls
Analysis and reporting of Firm-level risk themes, risk levels and focus action items
Project-based involvement on risk management initiatives*LI-SC1
Candidate should have a minimum 10 years of relevant working experience, with the most recent work experience in either investment banking or capital markets
Self-starter - There is little routine work defined in this role, and the role requires constant learning and versatility to adapt as the global operational risk framework evolves
Execution skills - Ability to manage process of embedding the ORD framework in the business areas or functions or region
Analytical thinking - Experience in risk management functions, or in performing risk assessments
Teamwork - Relationship building and leveraging expert partners across the Firm, especially within Firm Risk Management
Communication - Strong communication skills in English necessary, oral and written

207

CIB F&BM NA Investment Banking Coverage Business Manager Resume Examples & Samples

Drive strategic agenda and deliverables across the firm for group heads, senior management, and F&BM. Ensure execution of key initiatives and provide relevant analysis for decision making
Work directly with industry and sector heads on quarterly business performance reviews, sector reviews, target deal reviews, global industry reviews/offsites, credit and balance sheet reviews, weekly meetings, etc
Analyze industry stats and data for industry trends, competition and areas of opportunity. Identify areas of focus relative to our competition and overall market opportunities
Coordinate and drive all financial management including: annual budgets, quarterly/monthly forecasts, revenue reconciliation, pipeline oversight and projections, expense management (e.g. approval escalations and budget)
Manage the people agenda including: headcount planning, optimize org structure, evaluation processes, productivity reporting, group meetings and communications
Drive best practices and help ensure adherence to firm policies. Coordinate with relevant partners to ensure proper communication, execution, escalation, and follow-up
Assist with ongoing client management including: account planning, account coverage reviews, coordination with Commercial Bank, global FSG, FCG and other industry teams
Coordinate with Office Management function on the delivery of all administrative assistant, technology, real estate, operational and other services to the banking teams
Ad hoc reporting/analysis and projects
4 to 5 years of relevant experience in Finance/Business Management
Exceptional analytical, problem solving, and project management skills, with the ability to synthesize and articulate results to a diverse audience
Ability to manage multiple projects and processes with frequently changing priorities and deadlines
Familiarity with JPM client & credit systems (e.g. Aqueduct, iBanker, Client Central) a plus

208

BB&T Capital Markets Investment Banking Summer Intern Resume Examples & Samples

Develop and enhance the following skills
Excellent written and verbal communication and presentation skills
A strong interest in pursuing financial services as a career
Demonstrated leadership aptitude

209

Investment Banking Recruiting Manager Resume Examples & Samples

Developing and executing a proactive sourcing and hiring strategy that targets individuals with 1-5 years of prior investment banking experience for positions as a Financial Analyst, Associate or Vice President across our key US offices
Leading our robust campus-based hiring of undergraduate and graduate school (MBA, JD) students for both permanent full-time and summer intern positions at the Financial Analyst and Associate level
Using social media and other outlets to enhance our relationships with Baird alumni and using them to help source candidates for open positions
Supporting the sector group heads and the department’s Chief Operating Officer in recruiting and onboarding senior level bankers
Manage the investment banking recruitment team to coordinate and direct multiple logistics of the Investment Banking recruiting process for undergraduate, MBA and experienced hires to ensure a positive candidate experience throughout the hiring process
Collaborate with Global Investment Banking leadership as well as actively participate as a member of the US Investment Banking Recruiting Committee on all strategic and tactical recruiting activities
Utilize various sources (e.g., resume books, social media, professional networks, internal referrals) to develop and maintain an up-to-date database of potential candidates for open positions at the Associate and Financial Analyst level
Identify, develop and leverage contacts both within and outside of the investment banking industry to identify recruiting trends and best practices
Build and maintain relationships with key contacts at core recruiting schools including; career services staff, key faculty/deans, and student clubs in order to build strong talent pipelines
Develop and implement recruiting strategies and programs that support the Investment Banking department’s hiring objectives related to inclusion and diversity
Manage 3rd party recruitment agency relationships and contracts
In coordination with Global Investment Banking Recruiting Committee
Develop and manage budgets for campus recruiting activities
Conduct initial phone or video interviews of candidates
Answer candidate questions surrounding the recruitment process and investment banking responsibilities
Manage offers and the candidate closing process within Global Investment Banking and ensure proper follow-up with candidates
Participate in on-campus presentations and interviews for both full-time and summer internship opportunities
Manage multiple aspects of the Investment Banking summer internship program
Demonstrated skill and experience to think strategically about how to build a recruiting brand for both campus-based and investment banking experienced hires
Demonstrated ability to cultivate relationships with potential candidates who have a wide range of experiences and backgrounds as well as work well with multiple internal stakeholders
Experience in using both social media and professional networks to source candidates
Exceptional organizational skills with the ability to prioritize and handle multiple tasks simultaneously
Ability to complete complex work projects under pressure and/or short deadlines

210

Investment Banking Resume Examples & Samples

Assess the effectiveness of established operational risk management controls
Assist in the completion of annual risk and control self-assessments
Produce regular reports on the operational risk environment
Identify, document and monitor risk events, losses and issues requiring attention
Monitor, track and report on remediation activities related to control deficiencies
Develop and monitor key risk metrics
Perform control testing
Facilitate closure of open audit issues
BA/BS degree or equivalent experience in finance, business or another relevant discipline
A minimum 2-5 years of relevant experience performing operational risk analysis as a risk analyst, auditor, compliance analyst, regulator, or similar capacity in the trust or financial services industry

211

CIB Energy Investment Banking Power & Utilities Associate Resume Examples & Samples

Play a leadership role in implementing the execution function including working with analysts and associates, as well as, assisting more senior bankers
Play an important role in the development of the firm, the Energy group and their capabilities
Bachelors' degree from a leading university
1-4 years of Investment Banking transaction experience
Excellent technology skills with superior Excel and PowerPoint skills and ability to quickly learn new software applications

212

Cib-oil & Gas Investment Banking Resume Examples & Samples

Working with corporate clients on raising capital and shaping corporate strategy
Conducting industry and product research
Executing client transactions from start to closing
Preference will be given to candidates with at least one year of prior Oil & Gas Investment Banking experience
Undergraduate degree from a reputable university in a relevant subject area
Excellent technology skills (namely Excel and PowerPoint skills)
Hardworking with strong teamwork and verbal/written communication skills
Enrolment in or completion of the CFA designation or other professional designations (CA, P.Eng) is considered an asset but not required

213

Cib-f&bm-business Manager, Investment Banking Resume Examples & Samples

Supporting GIB product & coverage team across Australia
Assist with the definition and implementation of cross-regional processes and procedures, reflecting risk and control requirements as well as regional nuances
Partnering with Business Managers in GIB regionally and other Corporate Finance and Markets businesses
Collaborating with all control, support functions and the business in the day to day management of the business as well as reporting and representing the business on various ad hoc projects and forums
Interpret and provide overall insights around GIB Australia competitive position on a by-region, by-product and by-industry basis

214

ED, Investment Banking Compliance Resume Examples & Samples

Providing compliance and regulatory advice, including advising on existing and new banking laws and regulations as they impact the regional Investment Banking business
Representing Compliance at relevant business, governance and risk committees
Evaluating compliance with relevant regulations, identifying issues and assessing the impact of regulatory change
Reviewing new business initiatives, operational procedures and major operational and systems changes from a regulatory perspective

215

CIB F&bm-asia Investment Banking Control Debt Capital Markets Associate Resume Examples & Samples

Responsible for the overall integrity and accuracy of the financial statements
Overall governance of the transaction control cycle
Preparation of regulatory returns for the business including ownership of the balance sheet, reported P&L and adherence to regulatory and financial/accounting standards
Advise business on accounting, regulatory, tax and other specific deal accounting matters
Pro-actively support the business activities
Support the Controller for Debt Capital Markets for the APAC region (Emerging Asia, Australia and Japan)
General Ledger - responsibility for the ownership, review and sign-off of balance sheet and P&L statements
Month-end close - ensuring accurate and complete close-off of books & records for the month performing all close-off entries, FX trade-outs and resolution of any Front office-GL breaks as well as daily reporting of close-off PL during the month-end cycle
Investigation, explanation and communication of business drivers underpinning significant financial movements and variances for Front Office, Legal Entity Controllers, Corporate Reporting and other IB and Corporate finance groups
Tracking, analysing and investigating spot and average balance sheet, RWA and related performance measures in addition to providing guidance at business/regional level on efficient B/S & RWA management
Preparation of Regulatory Reporting returns applicable to the business
Working with Front Office on new products/deals to provide assessment of the financial implications to business
Working with key stakeholders (Front Office, Middle Office, Operations, Legal Entity Control) to review current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control and reporting environment
Performance of Income Attributions in compliance with Transfer-pricing agreements in place
Minimum 3years experience with accounting / financial services background
Excellent interpersonal, written & verbal communication and influencing skills
Proactive, keen to learn and take on new responsibility
Strong organizational and time management skills: able to work on multiple projects with competing deadlines
Confidence in liaising with stakeholders across different functions & levels of seniority
Control and efficiency mindset

216

RFT Pmo-investment Banking Resume Examples & Samples

Bachelors Degree (BA/BS)
PMO experience in Financial Services with demonstrated experience in project planning for enterprise level projects and programmes
Expertise in use and application of project and portfolio management tools
Excellent Microsoft Powerpoint and Excel skills
Knowledge of Project Lifecycle methods (e.g. Software Development Lifecycle, Agile) and understanding of the principles and frameworks of successful project management
Excellent oral and written communication skills as well as excellent presentation skills with ability to conduct presentations comfortably to large groups and senior management
Industry standard project, program or portfolio certifications (such as PMP or Prince)
Knowledge and experience of the regulatory landscape
Ability to pro-actively solve problems and escalate issues through the proper governance tools and channels

217

Investment Banking Senior Associate Resume Examples & Samples

Work with the group’s senior professionals to assist in originating and lead the execution of SPO transactions across a variety of asset classes
Lead transaction due diligence process
Actively interact with rating agencies and prepare materials for rating agency meetings
Walk investors through client’s business, transaction structure and requested stress scenarios
Coordinate marketing and syndication process with Structured Products Syndicate and Guggenheim’s dedicated Structured Products sales force
Manage, train and develop analysts and junior associates
At least 3 years of experience in structured products front office banking role
Strong quantitative skills; Microsoft Excel modeling experience required, familiarity with VBA/Intex preferred
Familiarity with securitization legal documents
Must successfully pass a background check and transfer or obtain appropriate securities licenses
This is an FLSA Exempt role

218

Guggenheim Securities Investment Banking Sophomore Diversity Summer Internship Program Resume Examples & Samples

Support deal teams in developing, maintaining and using financial models
Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis
Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients
Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants
Develop an in depth understanding of Investment Banking product and services: Debt, Equity, Mergers and Acquisitions and Restructuring
Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management
Prior Investment Banking experience is a plus
Must be on track to receive a Bachelor's degree in December 2018 or Spring 2019; major in finance / economics or a related field is a plus

219

Investment Banking & Markets Technology Resume Examples & Samples

Based on the needs of Wholesale team, will manage one or more Systems Managers responsible for ensuring that the development, maintenance, modifications and implementation of applications programs and services are performed within established time constraints
Collaborates with business unit leadership and project teams for project documentation including a Cost Benefit Analysis (CBA) for any infrastructure project work being done in support of the Business Unit. This position requires the ability to measure benefit for such projects. Understands business and technical requirements, and the responsibility for the cost side of the CBA to ensure the project completes with the anticipated internal rate of return
Assists subordinates in the long-range strategic plan by defining organizational goals and objectives, identifying the attributes and long-term needs of customer/user groups, evaluating market opportunities and threats, evaluating the capability and long-term viability of information processing equipment and supplies, application systems, data management systems, human resources, etc
10 years or 15 plus years of IT management and business/industry work experience is required; Qualified candidate will typically have at least 10 years of experience managing multiple, medium to large, cross-functional teams with ability to influence senior to executive level management and key stakeholders
Must have experience and knowledge of the Investment Banking & Markets business
Experience with OVS, Salesforce and Actimize
Have a strong technical and strategic understanding of the architecture necessary to oversee and leverage platforms in an aggressive growth environment
Requires an in-depth knowledge of the system development life cycles, client area functions and system, and application program development alternatives
Must be able to build a strong technology strategy
Must be able to understand the impact of technology trends on the bank's current Investment Banking technology capabilities
Knowledge of regulations governing Investment Banking
Strong knowledge of the inherent risks in Investment Banking
Ability to recognize a crisis when it happens and know how to lead in a crisis
Understand complex business problems
Ability to inspire and motivate others
Ability to educate peers and stakeholders on the value of IT
Education: Bachelor’s degree. M.B.A. or M.S. is preferred
Certifications: IT Audit, Security, Governance, Risk is preferred

220

Coverage & Investment Banking Natural Resources & Utilities Trainee Resume Examples & Samples

Previous internships or experience in M&A or Corporate Finance would be an advantage as well as any previous experience in Corporate Cashflow modelling, debt and credit rating analysis
Previous experience or exposure in Project Finance would also be an advantage but not obligatory
Very good command of MS Office
Flexibility – Adaptability
Team work

221

Investment Banking Resume Examples & Samples

Conduct extensive quantitative economic, industry and company research and analysis
Draft and prepare pitch books with detailed industry materials for multiple healthcare sectors
Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing
Financial modeling, valuation, comparable & relative value analyses and market-specific analysis
Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities
Draft client pitches and marketing materials including M&A, public/private debt & equity capital markets, syndicated bank financing, and other internal documentation by coordinating internal and external resources
Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution
Assist in the development and continued cultivation of client relationships
MBA or Masters degree in Finance or Economics or a minimum of 6 years of investment banking, corporate finance and capital markets experience with a top tier global bank
Extremely deep understanding of the Healthcare industry; experience with banking transaction related to the Healthcare industry is mandatory
Knowledge of corporate finance, securities, financial markets and risk & pricing analysis
Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions
Ability to manage multiple projects simultaneously
Maturity and good judgement in handling confidential and sensitive information
Ability to work under pressure and adhere to tight deadlines
Strong written and oral communication skills and ability to convey ideas
Creativity and intellectual curiosity
Ability to work independently and must be able to work effectively in a team environment
Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office
Series 79 & 63

222

Capital Markets Investment Banking Summer Intern Resume Examples & Samples

Complete special projects or assignments that assist department in its mission and help intern learn about the corporate environment
Collaborate with manager and other members of the team to discuss recommendations for improved department and company efficiency
Provide the Perfect Client Experience to our external clients during any training or shadowing events
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
Previous financial services work experience or internship

223

CIB F&BM Global Investment Banking Product Controller External Resume Examples & Samples

Organize product control participation related to control frameworks, including SOX, Risk & Control Self Assessment and Recovery & Resolution
Support the balance sheet, RWA capital, forecasting and planning cycles by working with key finance contacts in Product Control, P&A, Central CIB Reporting and other IB and Corporate Finance groups
2 - 5 years experience with accounting / financial services background
Dynamic team player able to adapt to changing environment and multiple demands

224

Geotech Mapper, Energy, Investment Banking Resume Examples & Samples

Bachelor’s Degree or special industry training a must
3 – 7 years’ experience working as Geo-Tech in the oil and gas industry
Technical oil and gas Geo-Tech experience (mapping of all relevant variables in the subsurface and ability to manipulate data for mapping)
Reasonable level of technical oil and gas geo-tech understanding and application
Ability to identify upside mapping improvements and data viewing optimization
Basic computer skills including, but not limited to: Petra, mapping software, Microsoft office products, data bases, Petra, ArcGis and other technical oil and gas software and technical oil and gas software
Reasonable level of discretion and professionalism dealing with confidential matters
Ability to work independently and in a team setting
Ability to work in accordance with established policies and procedures
Flexibility and willingness to work overtime as required
Ability to efficiently set priorities and meet tight deadlines in a quick environment
Beneficial to have exposure to oil and gas acquisitions & divestitures activity

225

Simcorp Dimension, Investment Banking Resume Examples & Samples

Windows servers
Integrations(i.e. Bloomberg, Reuters, CRM, Basware, Forse, PLP etc.)
Communication server
Crystal Reports
Windows Scheduler
SQL Server
.NET framework
SSIS
Oracle basics
Coric 16
Asset Management

226

Investment Banking Resume Examples & Samples

Participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations
Play an important role in the development of the firm, the Energy group and their capabilities
Bachelors' degree from a leading university
1-4 years of Investment Banking experience is required
Highly organized, detail oriented and proactive

227

Investment Banking Director Resume Examples & Samples

Execute and manage actions in Deal Teams representing
Equity Offerings – Includes: client management, transaction structuring, company positioning, due diligence and issue
Commits to satisfying internal and external customers
Delivers clear, effective oral and written communication and takes responsibility for understanding others
Results oriented, and focused on producing a high quality product
Strong accounting and financial statement analysis skills with attention to detail

228

Senior Ba-investment Banking Resume Examples & Samples

Senior Business Analyst
Large Program of Work
Long Term Contract!
Worked on data projects
Be proficient in SQL
Have knowledge of different Asset classes

229

Investment Banking Capital Markets Recruiter Resume Examples & Samples

Proactively drive and execute the Americas strategy, policy and agenda for Experienced Talent Acquisition for Director and below professionals across IBCM, including cutting edge initiatives on internal mobility, assessment, and diversity
Lead the execution of the full end-to-end recruiting cycle for IBCM businesses from Director to entry level across the Americas Region
Develop and manage the Experienced Talent Acquisition relationship with business leaders and stakeholders in IBCM including Group Heads, Hiring Managers, COOs and HRBPs
Maintain annual hire plans for the business, including coordination with the business and HR on headcount planning and the development and delivery of regular recruiting reports for key stakeholders
Contribute to regional / global projects associated with HR and Experienced Talent Acquisition
Will manage a junior recruiter and be supported by a shared pool of recruiting coordinators
LI-JG1*

230

Investment Banking Summer Intern Resume Examples & Samples

Support deal team in all apects of securitization transactions across a variety of non-traditional asset classes
Help prepare marketing presentations, term sheets and rating agency materials
Gain an understanding of securitization cash flow modeling
Conduct market research and industry review projects for new asset classes
Develop and maintain databases and automated tools used by the team to track information such as transaction pricings, investor participation, etc
Strong quantitative skills required
Familiarity with MS Excel and MS PowerPoint required; previous experience with VBA within MS Excel or other programming experience a plus
Detail-oriented, organized, with initiative and ability to multitask and work as part of a team
Resourcefulness, intellectual curiosity and enthusiasm
Must be in junior year and on track to receive a Bachelor's degree in Spring 2018
Must successfully pass a background check

231

Capital Markets Investment Banking Intern Summer Resume Examples & Samples

Learn a wide range of concepts, programs and services designed to prepare for assignments in any area of the organization
Complete all prescribed training satisfactorily
Working towards the completion of a Bachelor’s degree in Business, Finance, Economics, Accounting, Statistics, Mathematics or internship-related field, or advanced degree at an accredited college or university
Demonstrated strong academic performance
Demonstrated ability to work in a team environment and maintain professional composure
Demonstrated flexibility through managing multiple projects and deadlines simultaneously

232

Investment Banking Resume Examples & Samples

Ideally, we are looking for a Sr. Associate who will be ready to grow into a VP level position within 12-18 months
Senior Associate will play an important role on the firm’s advisory team, executing a broad range of transactions including mergers, acquisitions, divestitures, restructurings, and capital markets transactions
Day-to-Day Responsibilities: Investment Banking Associates are expected to manage the day-to-day aspects of deal execution and other pitch activity
Creating detailed financial models used for valuation and financial analysis
Bachelor’s Degree in Finance or related field, MBA degree preferred
We are looking for candidates with demonstrated strong quantitative and qualitative analytical skills, clear communication and presentation skills, and excellent command of corporate finance and accounting
We seek candidates with keen attention to detail, ability to be a strategic thinker, desire to excel, entrepreneurial spirit, overall excellent judgment and character, and commitment to contributing to the team culture and growing our firm

233

EY Investment Banking Resume Examples & Samples

Prepare complex financial analyses and models
Prepare detailed memoranda and presentations focused on client company and industry analysis
Perform comparables analysis
Participate in various marketing and recruiting activities of the firm
Gather and assimilate market data into usable reports
Facilitate processes associated with business activities
A bachelor's degree and 1-2 years of related work experience. Prior work experience as an analyst at bank / investment bank is preferred, but not essential
Strong finance, math and reasoning skills
Prior experience with and strong working knowledge of financial modeling
Superior command of Excel, Word, and PowerPoint
Efficient use of research databases (e.g., Bloomberg, CapitalIQ, etc.)
Ability to manage multiple tasks simultaneously
FINRA registration a plus

234

Cib-technology Investment Banking Resume Examples & Samples

Continue to round out product and technical training for junior members of the team
Understudy Executive Director and Managing Director on certain accounts or transactions, depending on the size and complexity of the client or transaction
Demonstrate skills that will produce revenues for the Firm while gaining a broad understanding of how the Firm can derive revenues from each particular situation
At minimum of 3 years experience in Investment Banking post MBA (Tech sector experience highly preferred); or a minimum of 6 years experience in Investment Banking post Bachelors
Proven ability to comfortably interact with business clients and management it is critical that the hire 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
Very strong financial modeling/valuation and analytical skills
This individual must be dedicated to the Firm’s goals and he/she will have uncompromising personal integrity

235

Investment Banking & Global Capital Markets Resume Examples & Samples

Advisor for the Business Unit for client on-boarding issues
Liaise with relevant parties to assist in resolving on-boarding issues in a timely manner
Flag potential issues and escalate to management where necessary
Develop, coordinate and implement on-boarding reporting metrics for management reporting
Update BU frameworks and policies
Evaluate and monitor existing procedures
Help develop new procedures, systems and controls to ensure compliance with current anti-money laundering, know-your-client, OFAC and other regulatory and Firm requirements
Partner with global counterparts to ensure a consistent global program
Follow-up with deal team on deal documentation
Participate in ad hoc tasks as required*LI-JG1
At least 2 years of experience in KYC, Compliance, AML, Client Service, Middle Office and Operations
Strong risk and control awareness
Ability to identify issues accurately and offer solutions
Strong sense of accountability and ownership of tasks and processes
Strong communication skills in English, Cantonese and Mandarin necessary
Strong team player and ability to work independently under minimal supervision
Able to multi-task
Detail-oriented with ability to review and process a high volume of documentation
Knowledge of banking industry; knowledge of investment banking and capital markets a plus

236

Investment Banking Midstream Pipelines Associate Resume Examples & Samples

Assist in developing proposals to clients and potential clients for debt and equity placements, mergers, asset or company divestitures or acquisitions, and other financial products and advisory services
Conduct industry research and analysis to assist in the identification and/or analysis of investment banking business opportunities
Develop and audit sophisticated financial models
Participate in cross functional teams and liaising with other units of CIBC Capital Markets in executing mandates or preparing proposals for clients
Prepare industry and financial analysis to determine client recommendations
Lead industry comparable value and transaction precedent analyses
Assist in company due diligence investigations
Prepare offering memoranda and marketing materials
Assist with prospectus drafting
Mentor, train and direct junior professionals
Peers and senior staff within the department
Other units of CIBC Capital Markets
Mid-level and senior client representatives (Treasury, Finance, Corporate Development) to develop and maintain effective and productive working relationships
May conduct presentations to clients as a member of the client coverage team
This role requires FINRA Series 63 and Series 79 licenses
Previous investment banking or corporate finance experience combined with completion of an MBA, CA or CFA, is preferred
Previous experience with energy infrastructure companies including midstream and pipeline issuers is preferred
Knowledge of accounting principles relating to financial statement preparation and business combinations
Ability to mentor and train junior professionals
Excellent interpersonal, presentation, oral and written communication skills in order to convey factual and conceptual information to others and promote the interests of CIBC Capital Markets

237

Senior Assistant, Investment Banking, Latam Resume Examples & Samples

Provide administrative support to all levels of banker
Maintain frequently changing calendars through Outlook
Manage the Client Call Reporting to track bankers’ client interaction
Prepare and review materials and correspondence for meetings
Coordinate frequent travel arrangements – both international and domestic
Prepare, reconcile, and track expense reports through CTE system
Organize and secure highly confidential company and employee information
Coordinate group events when necessary
Assist in ad-hoc reports special projects as needed
Serve as back up support for other managers or administrative staff when required
Highly proficient in MS Office (Word, Excel, Outlook, and PowerPoint)
Ability to gain a strong command of new systems ( Citi Travel and Expense, P2P, ICG Toolbox)
Bi-lingual – English/Spanish
Prior experience in the Investment Banking industry preferred 3+ years
Expert in multi-tasking, organizing, and prioritizing
Extensive calendar management and travel arranging
Detail oriented with ability to work independently and prioritize workload

238

Investment Banking Resume Examples & Samples

High school education required. Bachelor's degree or equivalent work experience required
Minimum two years experience in an office support role required
Financial services industry background preferred
Proficiency in Microsoft Office Products
Must take initiative
Ability to adapt to new tasks with little notice
Ability to exercise independent judgment and work independently
Desire to work and excel in a team environment
Committed to satisfying internal and external customers

239

Investment Banking Resume Examples & Samples

Currently enrolled in an MBA program and graduating between December 2017 – June 2018
2-5 years of prior work experience desired
Project and process management experience
Strong computer skills including Microsoft Office, specifically Excel, Word, and PowerPoint
Understanding of accounting and finance required
Adaptability to a constantly changing environment and ability to manage through change with a high degree of emotional maturity
Highly motivated, detail oriented, and team player
Willingness to be located in either: Chicago, San Francisco, or London

240

Investment Banking Internship Resume Examples & Samples

Identifying potential M&A and financing situations
Preparing in-depth valuations and other financial analyses
Preparing client documentation for winning business
Assisting deal teams in live transactions
Exceptional academic credentials, with a degree qualification (completed or on-going) from a top tier institution
Ability to work well under pressure with attention to detail
High level of motivation and ability to work in a team
Good proficiency with MS-Office, particularly PowerPoint and Excel
Additional European language skills preferable but not a pre-requisite
Practical experience in Mergers & Acquisitions or related investment banking experience beneficial but not a pre- requisite

241

Investment Banking Internship Resume Examples & Samples

By working alongside William Blair professionals, your experience with us will include
Identifying potential M&A and financing situation
Assisting clients in live transactions
Comfortable advising clients on solving financial and strategic challenges
Advanced business or economic studies
Ability to work under pressure and high attention to detail
High level of motivation and ability to work on a team
Practical experience in Mergers & Acquisitions or related investment banking experience beneficial
Fluency in English and proficiency in German (equivalent to minimum B2 level) required

242

Analyst, Tmet Investment Banking Resume Examples & Samples

Designing and leading production of presentations, information memoranda and other analysis for internal and external audiences
An outstanding academic record with at least a Bachelor's degree in a relevant discipline such as Banking / Finance / Mathematics
1-2 years relevant M&A / Corporate Finance or investment experience at a comparable organisation ideally within TMET
Desire to work on principal investments
Demonstrable preference for working in a fast-paced, entrepreneurial environment
Superior analytical and numerical skills
High commercial acumen and solid verbal and written communication skills
Superior project management skills

243

Investment Banking Summer Associate Resume Examples & Samples

Preparation of and participation in new business presentations
Preparation of Confidential Offering Memorandum
Strong undergraduate and graduate academic performance (3.5 GPA or better)

244

Consultant Investment Banking Resume Examples & Samples

Degree in Economics and Finance or in Management, Economics and Industrial Engineering
2/3 years of experience in the role
Knowledge of the key financial processes and operational workflows of a bank
Knowledge of EMIR, MiFID and the main regulatory frameworks
Knowledge of the front-to-back processes of a bank
Background in Finance, with previous experience in investment banks, stock exchanges, clearing companies, asset management companies, custodian banks, brokers/market makers or consulting firms
Effective team-working skills
Willingness to travel in Italy and abroad

245

Associate, Investment Banking Resume Examples & Samples

3+ years of investment banking or corporate finance experience
Finance, accounting, mathematics undergraduate degree; completion of an MBA, CA or CFA, is preferred
Demonstrated experience preparing high quality client deliverable documents and presentations
Extremely dedicated and motivated individual with high career aspirations, as well as personal flexibility and adaptability in order to meet client deliverables and tight timelines

246

Coverage & Investment Banking Resume Examples & Samples

Has basic to solid knowledge of Corporate & Investment banking concepts and products (given seniority in the position)
Has the necessary solid accounting knowledge
Has nascent industry/sector knowledge; Understands key industry trends, credit and valuation metrics in selected subsectors
Is developing solid pitching/ marketing knowledge - is able to contribute actively to a pitch
Is developing standard to solid market intelligence, is able to structure market updates
Has an excellent command of Office tools and relevant databases
Has a good command of English

247

Investment Banking Managing Director Resume Examples & Samples

Prepare complex financial modeling
Cultivate senior level contacts and deep knowledge of an industry or market segment in order to source and bring in clients and deal flow
Conduct pitches and management presentation meetings
Participate in industry conferences, panel discussions and industry association boards
May be assigned responsibility for an industry group or business segment
Provide strategic planning and practice development
Masters of Business Administration or equivalent education, training and work-related experience
Financial Industry Regulatory Authority Series 79 or equivalent, 24 and 63 licenses
Excellent analytical, quantitative and research skills
Extensive experience structuring and executing deals with a history of transaction success
Demonstrated proficiency in basic computer applications such as Microsoft Office software products

248

Investment Banking Executive Assistant, Paris Resume Examples & Samples

Monitor and ensure implementation of company policy
Create and maintain correspondence and record files
Assist in organising group morale events and franchise parties
Three to five years experience at senior level within a corporate environment
Professional secretarial qualifications advantageous, but not essential
Ability to take unexpected eventualities in their stride, and to cope well under pressure

249

Investment Banking Resume Examples & Samples

1) Conducting business and asset valuations to assist clients in accessing capital markets and making financial decisions
2) Utilizing knowledge of securities legislation to conduct IPO and tender offer discussions within Power & Utilities Industry
3) Modelling business combinations and M&A transactions to develop transaction structure for clients
4) Evaluating acquisitions and alternatives to conduct buy-side and sell-side processes within Power & Utilities Industry
5) Analyzing debt documents and covenants and reviewing purchase and sale contracts related to M&A transactions
6) Utilizing knowledge of domestic and international renewable energy M&A and financing to conduct transactions within wind and solar power industries

250

Investment Banking Summer Internship Resume Examples & Samples

Conducting detailed industry research through the use of Capital IQ, Thomson Financial and other information-gathering resources to support business valuations, transaction positioning and shareholder value recommendations
Preparing business valuations, including comparable company analysis, transaction multiple analysis, discounted cash flow modeling, as well as leveraged buyout analysis and other financial models necessary to support deal positioning, negotiation and execution
Providing ongoing analytical support to the deal team throughout the development and execution of a transaction
Compiling relevant due diligence materials as well as monitoring investor access to the materials

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