Investment Banking VP Resume Samples

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C Hettinger

Coty

Hettinger

5020 Murray Oval

Boston

+1 (555) 847 4445

5020 Murray Oval

Boston

Phone

p +1 (555) 847 4445

Experience Experience

San Francisco, CA

Investment Banking VP

San Francisco, CA

Johnson, Yundt and Cummerata

San Francisco, CA

Investment Banking VP

Actively originate ideas to pitch to clients by following the markets and being in direct contact with the relationship bankers, with a focus in energy. The Vice President is expected to actively engage in capital advisory dialogue with around 20 clients annually
Market and execute deals using a coordinated approach to prospecting strategy with relevant Citi partners
Reporting directly to the Head of Corporate Finance, he will be fully responsible for presenting to clients the conclusions and recommendations on the analyses performed together with the different product partners (Syndicated Lending, Debt Capital Markets, Ratings Advisory, M&A)
Execute and manage actions in Deal Teams representing: Mergers & Acquisitions – Includes: drafting materials, buyer list creation/contacts/management, financial analysis, negotiating and logistics management
Search for and recommend new deal opportunities to be entered into by the Firm through the formulation/issuance of factual financial analyses and the creation of various financing plans. Participate in selling/pitching the Firms services/products to new clients
Participate in other projects as requested by management
Liaising with different product partners (Syndicated Lending, DCM and M&A/ECM), the Strategic Capital Advisory team will support Corporate, LMM and Commercial bankers in (i) Capital structure analysis for their clients; (ii) recommending different financing alternatives in the context of a corporate event or as a result of shift in market conditions

New York, NY

Investment Banking VP Energy

New York, NY

Mayert-Russel

New York, NY

Investment Banking VP Energy

Manage clients’ expectations and effectively engage in difficult discussions with clients
Mentor and develop individuals within the team
Keep up-to-date on developments in the core product set to explore and refer opportunities
Take responsibility for “Core” relationships
Grow revenue from the portfolio of relationships - having helped dimension the full opportunity
Support the institutional effort against “Platinum” clients
Develop and execute business which optimally leverages bank resources

present

Houston, TX

Investment Banking VP, Industrials

Houston, TX

Goyette-Stehr

present

Houston, TX

Investment Banking VP, Industrials

present

Liaise with Citi’s network to develop the relationships globally
Develop and execute business which optimally leverage bank resources
Exposure to an open and multicultural working environment
Opportunity to work in a large and complex organisation with a demanding customer base and in a challenging and changing business environment
Implement calling plans to ensure business development is pursued across the client base
Market and execute deals using a coordinated approach to prospecting strategy with relevant Product and GCB Seniors
Exposure to Senior Management

Education Education

Bachelor’s Degree in Finance

Loyola Marymount University

Bachelor’s Degree in Finance

Skills Skills

Solid and reliable mathematical skills
Very strong knowledge of financial accounting, financial statement analysis and corporate finance theory
Strong computer skills, particularly in Excel, PowerPoint and familiarity with Reuters andBloomberg
Investment Banking background gained from a reputable firm where you will have gained first class training and development as a banker
Strong coordinator
Product Knowledge
Strong negotiator
Verbal and Written – Communicating the detail of complex client relationship to a broad range of internal contacts
Effective communication skills and able to relay information well in both written and verbal form
Able to manage priorities, deadlines and tasks in order to meet deadlines and accomplish goals

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8 Investment Banking VP resume templates

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Investment Banking VP-technology 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
Train and mentor the junior staff
Participate in teamwork and community service (recruiting, reviews, mentoring, firm committees)
Must have five to seven years of experience in investment banking or related field
Prior experience in Technology a plus
Strong ability to work in an entrepreneurial culture

CIB Oil & Gas A&D Investment Banking VP Calgary Resume Examples & Samples

Sell-side A&D experience would be considered an asset
A relevant undergrad or graduate degree in petroleum engineering or geosciences (P Eng. or P. Geol. would be an asset)
Strong technical/computer skills (AccuMap, geoScout, XI Technologies, Val Nav, Excel, PowerPoint and Word)
Strong presentation, communication and interpersonal skills
CFA Level 1 or higher will be viewed as an asset

Investment Banking VP Resume Examples & Samples

Bachelors’ degree; MBA preferred
NASD licenses required
At least 3 to 5 years investment banking experience as a financial analyst and associate, or similar experience in a legal firm
Client Skills: Able to win the confidence of clients; sensitive to clients’ needs in both anticipating and delivering upon requests; able to build strong, long-term business relationships
Time Management: Able to organize and prioritize multiple tasks and responsibilities; able to follow through and meet deadlines; able to manage expectations appropriately; able to use firm’s resources efficiently
Teamwork: Works well within assigned project teams; accessible to and respectful of all team members, regardless of relative seniority; willing to train and mentor others; strives to be a value added resource to other groups throughout the firm
Work Ethic and Attitude: Dedicated to accomplishing goals; willing to take on additional responsibilities to produce outstanding work; strives for excellence; maintains a positive attitude through stressful situations
Personal Characteristics: Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability for losses/mistakes; knows when to ask for help
Product Knowledge
For Corporate Finance. Strong transaction skills, with demonstrated ability to pitch and execute the firm’s array of products (private equity, private placements, public equity, convertibles and M&A); knows the markets for each product; comfortable analyzing and advising upon the appropriateness of financial alternatives
For Product Groups. Strong execution and origination skills in area of product specialization; strong working knowledge of relevant accounting and legal procedures and rulings within area of product specialization; current and value added market knowledge of transactions completed within area of product expertise
Effective communication skills and able to relay information well in both written and verbal form
Able to manage priorities, deadlines and tasks in order to meet deadlines and accomplish goals
Solid and reliable mathematical skills
Solid analytical skills – uses logic and reasoning to identify complex problems; review related information and develop options and implement solutions

Investment Banking VP-insurance Resume Examples & Samples

An undergraduate degree in finance, accounting, or a field that demonstrates quantitative abilities
MBA or a graduate degree not required, but could be a positive depending on prior work experience
Five to seven years of work experience, investment banking experience a significant positive
Strong quantitative / analytical skills
Superior attention to detail
Solid work ethic
Ability to effectively manage multiple simultaneous project deadlines
Proficiency in Excel and PowerPoint

Investment Banking VP Energy Resume Examples & Samples

Pitch and market to new viable prospects
Market and execute deals using a coordinated approach to prospecting strategy with relevant Product and GCB Seniors
Have been responsible for multi-client coverage
Organizational – Managing business across a large client portfolio with diverse client teams
Verbal and Written – Communicating the detail of complex client relationship to a broad range of internal contacts
Strong coordinator
CFA desirable

Real Estate Investment Banking VP Resume Examples & Samples

Creating financial analyses (build financial models, valuation analyses, merger modeling, corporate finance solutions, etc.)
Tracking business development (collect research, analyze industry trends)
Evaluate corporate transactions and their structures
Are analytical and enjoy working with numbers and solving problems

Investment Banking VP Resume Examples & Samples

MBA, Master’s Degree in Finance or CPA preferred
Minimum of 6-7 years’ experience in a corporate finance capacity
Multi-product investment banking experience preferred
Good client facing and presentation skills
Very strong knowledge of financial accounting, financial statement analysis and corporate finance theory
Experience in building financial projection models of the three main financial statements (i.e. income statement, statement of cash flows, and balance sheet)
Demonstrable experience in constructing, utilizing and interpreting comprehensive financial, financing and merger models, and valuation analyses using Excel considered advantageous 1Strategic Capital Advisory Vice President March 2015
Knowledge of financial and tax regulations and capital markets and products
Strong computer skills, particularly in Excel, PowerPoint and familiarity with Reuters andBloomberg
Results oriented; self starter
Superior attention to detail
Strong work ethics
Ability to multitask and work under pressure
Good analytical and communication skills
Efficient and self demanding; focused on quality performance
Committed and responsible
Integrity and ethics

Investment Banking VP Consumer Resume Examples & Samples

Play a critical role as the project manager on teams to manage the deal process from origination to close
Participate in corporate finance (debt, public, and private equity), M&A, and restructuring assignments
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
Develop integrated financial models and related valuation analyses
Supervise junior staff and target areas for their development
Foster sense of teamwork and community (by participating in recruiting, reviews, mentoring, and firm committees)
Minimum of 5 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
Excellent analytical, modeling, and client management skills
Significant exposure to financing and M&A transaction analytics and processes
Experience within the consumer sector

Technology Investment Banking, VP Resume Examples & Samples

Draft and prepare pitch books with detailed industry materials for multiple technology sectors
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
MBA or Masters degree in Finance or Economics or a minimum of 6 years corporate finance and capital markets experience with a top tier global bank
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
Maturity and good judgement in handling confidential and sensitive information
Ability to work under pressure and adhere to tight deadlines
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

Experienced Investment Banking VP-healthcare Services & IT Resume Examples & Samples

Approximately 1 - 2 years of Investment Banking experience at the Vice President level
An MBA from a top tier business school preferred, but not required
M&A transaction experience
Excellent analytical and modeling skills
LI-MH2

Investment Banking VP Resume Examples & Samples

Execute and manage actions in Deal Teams representing: Mergers & Acquisitions – Includes: drafting materials, buyer list creation/contacts/management, financial analysis, negotiating and logistics management
Search for and recommend new deal opportunities to be entered into by the Firm through the formulation/issuance of factual financial analyses and the creation of various financing plans. Participate in selling/pitching the Firms services/products to new clients
Participate in other projects as requested by management
MBA from top-tiered business school preferred
Bachelor’s degree in Finance or Accounting required
Minimum three years of middle market investment banking experience, since graduation from an MBA program, or an equivalent combination of education and experience required
Able to provide direction and leadership in order to build a strong team environment
Positive and takes initiative
Proficient in Microsoft Office products

Investment Banking VP-debt Capital Markets Resume Examples & Samples

Approximately 1 - 2 years of Debt Capital Markets experience at the Vice President level
An MBA from a top tier business school preferred, but not required
Transaction experience
Excellent analytical and modeling skills
Strong client management skills
LI- MH2

Investment Banking VP-leveraged Finance Resume Examples & Samples

Five to seven years of experience in leveraged lending and/or high yield financing
MBA from top-tiered business school preferred, bachelor degree required
Thorough knowledge of the leveraged finance industry including terminology, structures, and market participants. Candidates with prior exposure to the high yield market are preferred
Outstanding leadership skills; track record of success and high performance
Delivers clear, effective oral and written communication
Strong financial modeling skills required. Ability to build detailed, fully-integrated financial models and financial projections and analyze the impact of proposed transaction options on the capital structure, cash flows, debt service requirements, compliance with financial covenants and differences in GAAP versus tax treatments, etc
Series 79 and 63 licenses required within 90 days of hire
Ability to manage expectations of senior bankers, other deal team members and clients while working on multiple projects simultaneously
Excellent mathematical, writing, verbal and computer skills

Investment Banking VP-consumer & Retail Resume Examples & Samples

Execute and manage actions in Deal Teams representing
Previous experience as an investment banker required, preferably in the consumer and retail sector
Objective and a constructive problem solver
Able to provide direction and leadership in order to build a strong team environment
Results-oriented, and focused on producing a high quality product
Clear, effective oral and written communication skills
Strong accounting and financial statement analysis skills with attention to detail
Series 79 and 63 required within 90 days of employment

Investment Banking VP Resume Examples & Samples

Support the institutional effort against existing larger franchise clients
Take responsibility for additional client relationships
Grow revenue from the portfolio of relationships - having helped assess and quantify the full opportunity
Market and execute deals using a coordinated approach to prospecting strategy with relevant Citi partners
Keep up-to-date on developments in the core product set to explore and refer opportunities
Develop and execute business which optimally leverages bank resources
Proven successful advisory mandates
Pro activity - Identifying new business opportunities
Strong negotiator
Educated to degree level with a minimum grade of 2:1 (or equivalent experience)
Degree in related discipline would be advantageous

Investment Banking VP-financial Institutions Group Resume Examples & Samples

Creating financial analysis and strategic business analysis
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)
Stay abreast of industry trends and best practices of clients’ competitors
Tracking business development (collect research, analyze industry trends)
Ability to identify new business opportunities and suggest solutions
Evaluate corporate transactions and their structures
Act as a mentor and role model to Analysts and Associates
6 years or more of investment banking experience at a recognized investment bank although we will also consider those with relevant experience either in a relevant corporate or Big 4 transaction advisory firm
An excellent academic background
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
Superior client interaction skills and commitment to serving the client
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

Investment Banking VP-services & Industrials Resume Examples & Samples

Bachelor’s degree required, MBA preferred
Previous experience as an investment banker required, preferably in the Services sector
Results-oriented, and focused on producing a high quality product
Clear, effective oral and written communication skills

Investment Banking VP-life Sciences Resume Examples & Samples

Contribute to annual revenue targets set forth by senior management by identifying, recommending, and closing new deal opportunities to be entered into by the firm. Participate in selling/pitching the Firms services/products to new clients and referral sources
Previous experience as an investment banker required, preferably in the Healthcare / Life Sciences sector
Objective and a constructive problem solver
Positive and self-motivated

Investment Banking VP Opportunities With the Power Investment Banking Team Resume Examples & Samples

BA degree with outstanding academic qualifications
Relevant Vice President experience in investment banking or capital markets in the Power sector
Mastery of software applications, primarily Excel and PowerPoint
A track record of superior performance in extracurricular and professional activities
Demonstrate a combination of strong quantitative/analytical skills, attention to detail and client focus
Strategic and creative thinking; distinguished written and oral communications skills
Assertiveness, initiative, leadership, strong work ethic, team focus
Dedication to building a career in the investment banking industry, with a focus on the Power sector

Investment Banking VP / Director Resume Examples & Samples

Contribute to annual revenue targets set forth by senior management by identifying and closing new deal opportunities to be entered into by the firm
Participate/lead in selling/pitching the Firm’s services/products to new clients and referral sources
Execute and manage transactions representing
Bachelor’s degree required, MBA, Ph.D or M.D. preferred
Previous experience as an investment banker in the Life Sciences with experience executing biotechnology equity and M&A transactions
Existing list of biotechnology clients is beneficial but not a requirement
Series 79 and 63 required within 90 days of employment

Investment Banking VP Resume Examples & Samples

Support the institutional effort against “Platinum” clients
Take responsibility for “Core” relationships
Experience of Investment Banking within the CEEMEA Market

Investment Banking VP-financial Sponsors Group Resume Examples & Samples

Expand William Blair’s private equity coverage by identifying private equity firms that are not actively covered by William Blair, but that present significant fee potential
Introduce private equity firms to William Blair’s capabilities and expertise
Gather each private equity firm’s unique investment criteria and maintain William Blair’s proprietary database of investment criteria
Introduce William Blair’s highly-relevant deal flow as acquisition ideas to private equity firms
Identify high-quality M&A, leveraged finance and ECM prospects within private equity clients’ portfolio
Partner with senior Financial Sponsors Group, sector coverage and product bankers to prospect, pitch and execute transactions on behalf of private equity firms and their portfolio companies
Attend industry conferences and networking events
Bachelor’s degree required. MBA from top-tiered business school preferred
Prior work experience in Investment Banking and/or Private Equity required, preferably in Financial Sponsors Coverage and/or Leveraged Finance
Clear, effective oral and written communication skills
Able to provide direction and leadership in order to build a strong team environment
Committed to satisfying internal and external customers

Investment Banking VP, Industrials Resume Examples & Samples

Implement calling plans to ensure business development is pursued across the client base
Liaise with Citi’s network to develop the relationships globally
Manage clients’ expectations and effectively engage in difficult discussions with clients
Mentor and develop individuals within the team
Credible client presence
Ethics driven
MBA qualification or advanced degree would be highly advantageous (or equivalent experience)
Applicable regulatory licenses