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Experienced Investment Banker Profile

The document is a resume for an investment banking associate with 10 years of experience in M&A, leveraged finance, and capital markets. Some of their key achievements include identifying ways to streamline costs with Asian counterparts, resulting in a 90% increase in monthly revenue, and delivering pitches to 17 C-suite members of 1,200 large corporate clients in their first six months. They have experience preparing presentations and financial analyses to evaluate capital structure, debt capacity, and liability management opportunities for over 2,100 clients.

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191 views1 page

Experienced Investment Banker Profile

The document is a resume for an investment banking associate with 10 years of experience in M&A, leveraged finance, and capital markets. Some of their key achievements include identifying ways to streamline costs with Asian counterparts, resulting in a 90% increase in monthly revenue, and delivering pitches to 17 C-suite members of 1,200 large corporate clients in their first six months. They have experience preparing presentations and financial analyses to evaluate capital structure, debt capacity, and liability management opportunities for over 2,100 clients.

Uploaded by

nyzisoru
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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CONTACT
______________________________
Concord, NH (Open to Remote)
Investment Banking Associate •
• +1-234-456-789
Investment banking associate with 10 years of experience executing transactions and • [email protected]
providing world-class client service. Possesses exceptional knowledge of M&A, leveraged • linkedin.com/in/username
finance, and capital markets. key achievements: identified ways to streamline cost savings • github.com/resumeworded
with 17 Asian counterparts, resulting in a 90%% increase in monthly revenue. Delivered
marketing pitches to 17 C-suite members of 1.2K large corporate clients in the first six
months of employment. SKILLS
______________________________
WORK EXPERIENCE
Technical Skills:
______________________________________________________________________ • Restructuring (Advanced)
• Valuation (Experienced)
Investment Banking Associate November 2015 – Present
• Financial Analysis
Resume Worded, New York, NY
• Financial Modeling
● Delivered marketing pitches to 17 C-suite members of 1.2K large • Investment Banking
corporate clients in the first six months of employment.
● Prepared 172 PowerPoint decks based on materials submitted by Industry Knowledge:
1.3K clients. • Mergers and Acquisitions

● Designed and gave presentations evaluating appropriate capital • Leveraged Buyouts


• Bond Issuance
structure, debt capacity, and liability management opportunities for
2.1K clients in Q1 and Q2 2018.
Tools and Software:
● Coordinated with the risk management team and delivered services
• Bloomberg Terminal
to 1.7K clients, contributing to a $1M fee revenue.
• S&P Capital IQ
• Microsoft Excel
Senior Financial Analyst February 2013 – October 2015
• LexisNexis
Growthsi, San Francisco, CA
• Moody's RiskCalc

● Identified ways to streamline cost savings with 17 Asian counterparts,


• Don’t forget to use Resume
resulting in a 90%% increase in monthly revenue.
Worded to scan your resume
● Evaluated administrative costs and created a firmwide cost-saving
before you send it off (it’s free and
measure during an organization-wide budget review, producing
proven to get you more jobs)
monthly savings of $760K.
● Overhauled Growthsi financial analysis methods, boosting accuracy
by 72% while decreasing time spent number-crunching from 48 hours
EDUCATION
to 45 minutes/week.
______________________________
● Championed a procedure for evaluating and improving liquidity ratios
Resume Worded University
across 21 divisions, leading to annual profits of $983K.
Bachelor of Science
Business Administration
Investment Assistant June 2010 – January 2013
Boston, MA — May 2010
Resume Worded’s Exciting Company, New York, NY
Awards: Resume Worded Teaching
● Raised the credit rating of RWEC to AAA by reducing accounts Fellow (only 5 awarded to class), Dean’s
receivable and maintaining a minimum debt-to-equity ratio of 1:1. List 2012 (Top 10%)

● Exceeded departmental KPIs by making a 57% return on a client’s


OTHER
$700K investment portfolio, holding their interests in the highest
regard. _____________________________
● Invested funds in bonds over stocks due to market fluctuation, • Certified Financial Planner (CFP).
• Series 7 License.
preserving assets of $8.3M within 13 weeks of implementation.
• Chartered Financial Analyst
● Overhauled the company's payroll system to reduce the processing
(CFA).
time by >84% with no reduction in accuracy.

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