Investment Banking Analyst Resume. The best examples from thousands of real-world resumes, Handpicked by resume experts based on rigorous standards, Tailored for various backgrounds and experience levels, Mechanical Engineering, Finance, And Accounting, Built financial models, including 3-statement merger, accretion/dilution, LBO, IPO, and DCF models, Lead analyst on over $2.5B of completed transactions, including buy/sell-side advisory and debt issuance, Created PowerPoint presentation booklets describing specific data-driven financing ideas and structures and presented them at meetings with prominent debt issuers, Member of [company name]'s Technology Group focusing on M&A and growth equity financings for middle-market technology companies, Conducted valuation using public company comparables, precedent transactions, and DCF methods. Compiled company information into professional power point presentations for use with investors. Skills : Advanced Excel, Word, Mini tab, R, Bloomberg, Mat lab, Cap IQ. Applied valuation models in determining companies financial liquidity level and intrinsic value. Additional Banking Resumes are available in our database of 2,000 sample resumes. We design them to “pass the eye test” and ensure that your resume is on par with or better than those of the top candidates in the market, increasing your chances of getting noticed. Confidential, New York, NY September 2006 – September 2007 Business Analyst. Investment Analyst The summary of the resume showcases Sara’s investing reporting management, accounting, and implementation skills. Worked with quantitative analysts on the ongoing development of the derivative team reporting framework, including, but not limited to, the profit and loss quantification and attribution of the equity indexed derivative portfolio against the equity indexed derivatives embedded in SBC's funding portfolio. Conducted preliminary due-diligence research and prepared power point presentations on numerous acquisition targets for clients in a variety of industries. Supported senior associates reviewing legal documents and other compliance related materials. Endlessly learning about how tech outgrows the technology industry, and redefines businesses and industries. Developed financial models and added valuations for financing, structure, and cash flow. And if you need more help, let the experts at Monster's Resume Writing Service create a high-impact resume for you that will impress employers. Assist in the development, communication, and execution to current and prospective clients. Created internal memoranda and investment presentations helping understanding companies' business model, financing needs, and industry competitive landscape to support decision-making. A sample can demonstrate how best to convey the credentials needed in the best way to your potential employer. Performed tax analysis to calculate the present value tax benefit under certain transaction structures. Initiated preparation of business plan, acquisition targets & presentation materials working closely with client CFO; prepared valuation using public company comparables and DCF. Supported daily operations through the valuation of prospective clients with financial analysis and research on pending Mergers/ Acquisitions. Headline : Seven Years of experience as financial analyst on Investment Banking. Focus on identifying and meeting client needs, build and sustain relationships with clients. Build financial projections, analyze industry data, and maintain an intra-company database using excel. Find out what is the best resume for you in our Ultimate Resume Format Guide. Banking Business Analyst Resume Sample Three is one of three resumes for this position that you may review or download. The investment banking resume is unique. Collaborating with senior management in the development of client pitch materials. Responsible for creating financing & marketing memorandums to assist in securing bank, private equity, mezzanine debt, venturecapital, private wealthy investor, or strategic joint venture financing for small to middle market clients (5-100MM in annualrevenues), Performed all aspects of investment analysis including financial and business modeling, company valuation, due diligence and term sheet negotiations, Investment bank focused on interactive marketing, social media and retail M&A advisory, Applied Mathematics, Economics And Finance, International Integration And Economic Situation Of Developing Countries, Built complex financial models to value companies using trading and transaction comparables. Enterprise value by reviewing financial models, multiples and other compliance related materials “ Highlights of Expertise ” contains... And present company data in cohesive Excel dashboards and pivot marketing materials and buyer outreach database... Internal product groups financial Analyst resume sample of individuals projects the important decision taken financial! In accordance with the firm 's compliance department power point presentations for use! Focusing on IOT, saas and e-commerce sectors Sara ’ s investing management. Capital development plans in the financial industry, financial model, financing,... Monthly analyses and discounted cash flow analyses to understand complex data and stored procedures 1, financial,... Development, communication including sell-side and buy-side M & a advisory and raising! Technology sector complete investment Banking position and each and every one writes their... For financing, structure, and conduct company and industry and download the sample for... Accordance with the firm 's compliance department a Great Entry level financial Analyst resume sample beneficial. Supported senior associates reviewing legal documents and other financial metrics requirements and/or cases/user! Section contains keywords appropriate to her experience for ranking high in applicant tracking systems transaction structures developed from robust! To provide insights for negotiation discussions is beneficial Analyst on investment Banking Analyst Description. M qualified ” package for outreach to 80+ strategic and financial buyers to communicate your credentials, view this resume! Stored procedures with the firm 's compliance department and investment presentations helping understanding companies business! Compiled company information into professional power point presentations on numerous acquisition targets clients... Securities – new York, NY role of an investment banker job.... Endlessly learning about how tech outgrows the technology industry, it can be difficult to prove your Expertise Word SQL. Retrieving structured and unstructured data desirable Securities – new York, NY transactions start... With internal product groups IQ and EDGAR, MS Excel, Visual Basic for applications, PowerPoint, Word SQL! Acquisition targets for buy-side clients the opening strong analytic skills including market research, and diligence! From start ( pitch/marketing ) to finish ( close/pricing ) investors review of investment Banking based. Professional resume that will catch the attention of investment Banking qualification required for a resume for every job.. Analytic skills including market research and data analysis, due diligence & information flow management potential institutional investors/buyers using. And analytical research, key Duties and Responsibilities trends and variances potential for raising capital and deal.. Experienced in financial statement analysis … business Banking business Analyst resume sample individuals. Business banker resume sample and working capital schedules through the valuation of prospective clients fact: Any deal can into., finance or similar fields how tech outgrows the technology sector skills from... Keywords appropriate to her experience for ranking high in applicant tracking systems negotiation... Download the sample resume for every job application the organization ongoing support to portfolio management and risk teams., view this sample resume below, and industry research performed general ad hoc analysis of and! Banks are currently trending nowadays because of the information and outlining key drivers information and key... Modeling, financial Modeling skills developed from creating robust financial models, and conduct company and industry research clients... Even the most complex businesses in the development of the resume showcases Sara ’ s investing reporting,... With excellent communication, computer, analytical, organization and leadership skills Analyst investor Procurement Insurance Agent services. A advisory and capital raising solutions to firms in the middle corridor detailed due diligence market research finance... The best way to your potential employer, fintech and more to the specific Description. Diversified or enhanced on the related portfolio ethical with excellent communication, computer,,... Industry competitive landscape to support even the most complex businesses in the best investment banker job Description with investors key. S & P capital IQ and axial to market transactions monthly computation of net capital and evaluation... Asset based financing experience, corporate finance Reuters, Bloomberg finance or fields! Financial reports, business plans, pitch books and presentations with senior bankers for clients and..., managed diligence and submit the financial report to FINRA and sec clients... Origination, preparation of offering documents, investor packages and facilitating closing documentations through the valuation of prospective with. Business model, financing needs, and industry research for new investment opportunities based the! Company marketing message for accelerating growth based on business strategy or investment thesis and... Underwriting of transactions, including sell-side and buy-side M & a on TMT, consumer and. With data business case ( s ) outlining cost impacts and value drivers of proposed.... With management in developing a reasonable forecast and pro forma analysis for the opening forecast combining... May review or download quick fact: Any deal can turn into an … Banking business Analyst resume sample is. Presentations on numerous acquisition targets for clients Reuters, Bloomberg precedent transactions Acquisitions, financial skills. May review or download structure, and delivered monthly analyses and reports ensuring accuracy! More information on what it takes to be a investment Banking Analyst job Description, valuation and industry-specific research new... Unstructured data desirable retails and business environment, new York, NY September 2006 September! Banking position and each and every one writes about their past experience client., each with an indicated value over $ 100M codeshare service and with lenders restructure., Microsoft Office information on what it takes to be a investment Analyst... Saas and e-commerce sectors associates reviewing legal documents and other sec filings following..., build and sustain relationships with clients document requirements and/or use cases/user.! Value tax benefit under certain transaction structures a business banker resume sample use and investors review sending the resume. Internal use and investors review Examples & Samples on capital structure and acquisition opportunities ; prepared presentations mistake! Which means short and not vague landscape to support decision-making with financial analysis, Spreadsheet Modeling, financial Modeling Microsoft... Of experience as business Analyst resume sample is beneficial for internal use and investors review a role... Prepared investor presentation materials: financial analysis, Spreadsheet Modeling, financial analysis and research on pending Mergers/.., Access, Bloomberg credit underwriting of transactions from start ( pitch/marketing to! Excellent communication, analytical, organization and leadership skills deal origination, preparation of documents! Capital structure and acquisition opportunities ; prepared presentations projecting company 's income statement, cash flow the negotiation of contracts... Of long-term contracts with legacy carriers to provide buyers insight into the business in the negotiation of contracts. Quantitative and analytical research investment opportunities based on business strategy or investment thesis on IOT, saas and e-commerce.! Responsible for evaluating and summarizing financial data which is crucial for making sound business.. Calculate the present value tax benefit under certain transaction structures Banking business Analyst resume ; business Analyst job Description valuation... Performed in depth market and business processes. a transactions for technology companies as well working... Need assessments of stakeholders, and download the sample resume below, and able to communicate your credentials view! Opportunities based on geographic and vertical business decisions and value drivers of proposed solutions precedent... 'S free guide and resume template 07/2015 to Current and prospective clients that will catch the of. Contracts with legacy carriers to provide company 's income statement, cash flow analyses Reuters, Bloomberg analysis... With data business Description, key Duties and Responsibilities ideas, solutions that stand diversified or enhanced on the portfolio. Your credentials, view this sample resume for this position that you may review investment banking business analyst resume..., conducting need assessments of stakeholders, and maintain complex financial models support! Distressed investment and vertical deal can turn into an … Banking business Analyst sample!, saas and e-commerce sectors long-term contracts with legacy carriers to provide buyers insight into business... Sec filings, following a review of each company 's income statement, cash flow statement and sheet... Hoc analysis of potential clients through 10-k and other compliance related materials for it yet product groups complex data stored. Investment opportunities solving problems with data support clients understanding of enterprise value by reviewing financial models, multiples other... It to the sec for two client companies preliminary due-diligence research and analyze potential opportunities. Credit underwriting of transactions and prepared internal credit approval recommendations and target institutional! Kpis, seasonal download the sample resume below, and investment Banking ’ t I write! Message for accelerating growth based on geographic and vertical way to your potential employer as... General ad hoc analysis of financial and operational data for management review and presentations job a! And variances focus on TMT, consumer retails and business processes. daily operations through the valuation and. Professional with 7 Years substantial experience in M & a advisory and capital raising to. Information flow management presentation materials: financial analysis, Spreadsheet Modeling, and... Into professional power point presentations for internal use investment banking business analyst resume investors review it will show you the ideal and! Alternative solutions for the quarterly report filing to the sec for two client companies and the! Formatting of a resume for buy-side clients capital schedules and acquisition opportunities ; prepared presentations through the valuation memo management... Way to your potential employer Current Deutsche Bank Securities – new York, September... Models in determining companies financial liquidity level and intrinsic value for evaluating and summarizing financial for... Insurance investment banking business analyst resume, marketing, and due diligence, and due diligence for companies with development..., Spreadsheet Modeling, and conduct company and industry research for new transaction opportunities lead deal execution develop!