resume samples for investment banking

Investment Banking Resume Examples and Templates for 2024

• Resume Examples
• Resume Text Examples

How To Write an Investment Banking Resume

• Entry-Level
• Senior-Level

Investment Banking Text-Only Resume Templates and Examples

Raymond Ortiz (123) 456-7890 [email protected] 123 Bridge Street, Boston, MA 12345

An Investment Banker with five years of experience, specializing in financial analysis, client relations, economics, and commercial banking. A proven track record of developing investment strategies for high-net-worth clients and maximizing portfolio performance.

Professional Experience

Investment Banker, New England Investing Co., Boston, MA October 2019 – Present

• Analyze client portfolios valued at $150K-$700K to evaluate investment opportunities, assess ROI potential, and provide recommendations to maximize portfolio performance
• Performance analysis of business financials, analyze product use cases, and evaluate market landscapes to determine long-term ROI growth for business investments, resulting in 100%-300% increase in portfolio growth for client accounts
• Attend meetings with existing clients and potential prospects to provide education on investment strategies, economics, and portfolio management

Investment Banker, Boston Financial Consultants, Boston, MA May 2017– October 2019

• Analyzed investment opportunities and ROI potential for businesses within the healthcare sector, including medical suppliers and clinical laboratories
• Provided bimonthly updates to clients and marketing teams on portfolio performance, purchasing decisions, and company financials

Bachelor of Science (B.S.) Economics Boston College, Boston, MA September 2013 – May 2017

• Investment Banking
• Financial Analysis
• Client Relations
• Portfolio Management

Certifications

• Series 7, FINRA, 2017
• Series 63, FINRA, 2017
• Series 65, FINRA, 2017

Allison Rosenberg (123) 456-7890 [email protected] 123 Santa Maria, San Francisco, CA 12345

An Investment Banker with seven years of experience, specializing in equity research, strategic investing, and financial modeling. A strong history of performing due diligence on investment opportunities to maximize ROI potential for high-net-worth clients.

Investment Banker, Johnson and Goldman Inc., San Francisco, CA October 2017 – Present

• Develop financial models and investment strategies for client portfolios valued at $300K-$1M and provide recommendations for valuations, M&A, and product offerings
• Conduct equity research, identify long-term investment opportunities in companies with best-in-class management teams and business models, and recommend investment opportunities in businesses committed to solving complex customer problems
• Conduct in-depth valuations of intangible assets for purchase price allocations by evaluating income, market indicators, and company financials

Investment Banker, Invest Today Inc., San Francisco, CA May 2015 – October 2017

• Performed financial analysis and determined valuations for startup technology companies, which included providing recommendations to investors on business based on economic data, product use case, and organizational effectiveness
• Created in-depth financial models using data and long-term market indicators to inform investment decisions and establish long-term ROI potential

Bachelor of Science (B.S.) Economics University of San Francisco, San Francisco, CA September 2011 – May 2015

• Series 7, FINRA, 2015
• Series 63, FINRA, 2015
• Series 65, FINRA, 2015

Mina Sayed (123) 456-7890 [email protected] 123 Bedford Avenue, New York, NY, 12345

An Investment Banker with 10+ years of experience, specializing in providing investment strategies for opportunities within the alternative energy, automotive, and utility industries. A proven track record of maximizing portfolio growth and profitability by evaluating competitive advantages and identifying long-term market potential.

Investment Banker, Klein and Davidson Consulting, New York, NY September 2016 – Present

• Create dynamic investment strategies for client portfolios valued at up to $1.5M, develop complex financial models, and deliver presentations to clients and prospects
• Build relationships with corporate leaders and lead investigative meetings between high-profile investors and C-level executives during the due diligence phase
• Identify opportunities within the clean energy space, including solar companies and electric vehicle manufacturers

Investment Banker, Invest Today Inc., New York, NY May 2011 – September 2016

• Conducted equity research for a financial investment firm to identify and evaluate opportunities to invest in companies trading at below market value
• Performed due diligence on businesses by evaluating industry fundamentals, creating financial models, and attending industry trade shows

Bachelor of Science (B.S.) Economics Columbia University, New York, NY September 2007- May 2011

• Financial Modeling
• Investment Strategy
• Relationship Building
• Competitive Analysis

Investment bankers provide financial analysis to corporations, governments, and large institutions. These positions are highly lucrative due to the high earning potential of bonus structures. You must create an accomplishment-driven resume to separate yourself from the competition during your job search.

The key is to build a resume that highlights your advanced knowledge of financial strategy and brands you as a thought leader within the investment banking industry. Throughout this guide, we’ll provide expert tips to help you translate your career experience into a powerful marketing document.

1. Write a dynamic profile summarizing your investment banking qualifications

To grab the hiring manager’s attention, you must create a strong opening summary that captures the most compelling aspects of your professional experience. Start by detailing your job title, years of experience, and three to four specializations that align with the job description. As an investment banker, you should also emphasize the types of industries you’ve worked in. Use the summary to show hiring managers that you’ve acquired knowledge of various kinds of businesses, which is essential for making the right financial decisions.

Professional Profile - Example #1

An Investment Banker with five years of experience specializing in financial analysis, client relations, economics, and commercial banking. A proven track record of developing investment strategies for high-net-worth clients and maximizing portfolio performance.

Professional Profile - Example #2

An Investment Banker with 10+ years of experience specializing in providing investment strategies for opportunities within the alternative energy, automotive, and utility industries. A proven track record of maximizing portfolio growth and profitability by evaluating competitive advantages and identifying long-term market potential.

2. Outline your investment banking experience in a compelling list

When crafting your professional experience section, you’ll want to consider whether or not your bullet points are accomplishment-driven, emphasizing the value you generated for clients and organizations. You’ll also want to ensure that your document effectively captures the full scope of your expertise in financial analysis and investment strategy.

Try leveraging monetary figures, percentages, and financial data from your career as an investment banker to maximize the impact of your bullet points. Incorporating numbers into your document will draw the reader’s eye and establish credibility and a sense of scope for your professional achievements. For example, you could highlight the size of the investment portfolios you managed or how your financial strategies positively impacted ROI.

Professional Experience - Example #1

• Develop financial models and investment strategies for client portfolios valued at $300K to $1M and provide recommendations for valuations, M&A, and product offerings

Professional Experience - Example #2

3. outline your education and investment banking-related certifications.

In addition to your education, you’ll need to highlight certifications to advance your investment banking career. Many institutions require these credentials, even for entry-level roles. Some certifications you should target are the Series 7, Series 63, Series 66, and Series 79 licenses, all acquired through FINRA. Obtaining a Certified Financial Analyst designation is also worth considering, as this is one of the industry’s oldest and most prominent credentials.

• [Certification Name], [Awarding Organization], [Completion Year]
• Series 7, FINRA, 2018
• Series 63, FINRA, 2016
• [Degree Name]
• [School Name], [City, State Abbreviation] [Dates Enrolled]
• Bachelor of Science (B.S.) Economics
• Columbia University, New York, NY September 2007- May 2011

4. Include a list of your skills and proficiencies related to investment banking

Most organizations rely on Applicant Tracking Systems (ATS) to identify qualified candidates for potential job opportunities. If your resume lacks certain keywords, your application may not reach the hiring manager. To mitigate this risk, evaluate the job description and integrate key terms that match the needs of the organization you’re applying to. Below, you’ll find a list of keywords that you may encounter throughout your job search:

5. Highlight Your Leadership and Client Relations Skills

Showcasing your leadership capabilities and client relations experience while pursuing investment banker opportunities is important. In this role, you’ll be interfacing with high-level executives and attending meetings with various cross-functional teams to conduct due diligence and provide recommendations to grow client portfolios. Interpersonal skills are essential for investment bankers, as you’ll need to communicate high-level financial strategies and concepts to the C-suite.

How To Pick the Best Investment Banker Resume Template

If you struggle to find a suitable template, you’re not alone. With such a wide variety of options, finding the ideal fit for your professional needs can be challenging. The most important aspect of any resume template is structure and organization. Hiring managers will be interested in your financial expertise and investment banking accomplishments first and foremost, so avoid flashy colors and graphics that may draw the reader’s eye away from your content.

Frequently Asked Questions: Investment Banking Resume Examples and Advice

What are common action verbs for investment banking resumes -.

It’s easy to find yourself running out of action verbs when crafting your professional experience section. It's essential to differentiate your word choice, as your bullet points may appear stale or redundant. To help you out, we’ve compiled a list of action verbs you can use to keep your content fresh and compelling:

How do you align your resume with a job description? -

According to the Corporate Finance Institute , the average annual salary for investment bankers ranges from $125K to $500K, depending on your experience level. Align your resume with individual job descriptions to differentiate yourself from the competition. Start by researching the company and incorporating qualifications, skills, and achievements that match their needs.

For example, suppose an organization heavily focuses on investment opportunities in startup technology companies. In that case, craft bullet points that highlight your ability to evaluate long-term ROI potential based on market indicators and product use cases. You'll increase the odds of landing your next job opportunity by showcasing specific examples of you developing investment strategies and facilitating portfolio growth.

What is the best investment banker resume format? -

Reverse chronological is the ideal format for investment banker resumes. Hiring managers will always be most interested in your recent experience, which places those jobs at the top of your document. Avoid functional resume formats here.

Craft your perfect resume in minutes

Get 2x more interviews with Resume Builder. Access Pro Plan features for a limited time!

Crafting a matching cover letter can be a strong asset for your job application. This allows you to showcase aspects of who you are as a professional that you wouldn’t usually be able to highlight on your resume. In your middle paragraphs, you should mention the organization’s reputation, mission statement, or culture and why this draws you to apply for the position. For information, view our business cover letter guide .

Frank Hackett

Certified Professional Resume Writer (CPRW)

Frank Hackett is a professional resume writer and career consultant with over eight years of experience. As the lead editor at a boutique career consulting firm, Frank developed an innovative approach to resume writing that empowers job seekers to tell their professional stories. His approach involves creating accomplishment-driven documents that balance keyword optimization with personal branding. Frank is a Certified Professional Resume Writer (CPRW) with the Professional Association of Resume Writers and Career Coaches (PAWRCC).

Check Out Related Examples

Financial Analyst Resume Examples and Templates

Finance Resume Examples and Templates

Banking Resume Examples and Templates

Build a Resume to Enhance Your Career

• How to Build a Resume Learn More
• Basic Resume Examples and Templates Learn More
• How Many Jobs Should You List on a Resume? Learn More
• How to Include Personal and Academic Projects on Your Resume Learn More

Essential Guides for Your Job Search

• How to Write a Resume Learn More
• How to Write a Cover Letter Learn More
• Thank You Note Examples Learn More
• Resignation Letter Examples Learn More

• Recently Active
• Top Discussions
• Best Content

By Industry

• Investment Banking
• Private Equity
• Hedge Funds
• Real Estate
• Venture Capital
• Asset Management
• Equity Research
• Investing, Markets Forum
• Business School
• Fashion Advice
• Word Templates

Investment Banking Resume Template

Free resume template to help you break into Investment Banking (IB)

Currently, Adin is an associate at Berkshire Partners, an $16B middle-market private equity fund. Prior to joining Berkshire Partners, Adin worked for just over three years at The  Boston Consulting Group as  an associate and consultant and previously interned for the Federal Reserve Board and the U.S. Senate.

Adin graduated from Yale University, Magna Cum Claude, with a Bachelor of Arts Degree in Economics.

Josh has extensive experience private equity, business development, and investment banking. Josh started his career working as an investment banking  analyst for Barclays  before transitioning to a private equity role Neuberger Berman. Currently, Josh is an Associate in the Strategic Finance Group of Accordion Partners, a  management consulting  firm which advises on, executes, and implements value creation initiatives and 100 day plans for Private Equity-backed companies and their financial sponsors.

Josh graduated Magna Cum Laude from the University of Maryland, College Park with a Bachelor of Science in Finance and is currently an  MBA  candidate at Duke University Fuqua School of Business with a concentration in Corporate Strategy.

Investment Banking Resume Bullets

Investment banker resume content.

• Resume Tense - Past Or Present?
• Investment Banker Resume Format
• "Additional Information" Resume Section
• Final Resume Tips

Attached to the bottom of this post, you will find the free Wall Street Oasis Investment Banking Resume Template for undergraduate students, used by the WSO paid service and thousands of candidates to successfully land a job in investment banking.

This template helps make sure that your CV format is clean and your  investment banking resume is polished, all for free!

After seeing members consistently reference other resume templates in the public resume review forum (which are good but inferior in our opinion), we have decided to release the WSO resume template for free to the public .

This is the same CV template we use in our paid WSO resume reviews with experienced finance professionals.

However, we know how competitive internship applications and summer analyst positions are nowadays, so we're hoping this gives you an even bigger edge in recruiting .

This particular banking resume sample is for undergraduates and is not intended for experienced hires .

Go to the bottom of this post (2 attached files) if you are looking for a resume for experienced hires (with deal experience) .

The Only Program You Need to Land in High Finance Careers

The most comprehensive curriculum and support network to break into high finance.

Across the many resumes, we review, we find that many make the mistake of not using bullets to list their achievements .

In our opinion, this is a big no-no .

Remember that the interviewers have hundreds, if not thousands of resumes on their desk, and you can be very sure they will not read a long block of text .

If not you, someone else would have presented better , and eventually, it is they who will get the call .

To avoid these common and easy-to-fix mistakes , please check out the tips below.

General Formatting Rules

• Keep bullet points at a max of 2 lines ; the ideal would be 1.5 lines
• Make sure that spacing is solid and your bullet points hit the how/why/what/result

Sub-Bullets

Another thing to consider is sub-bullets .

Including sub-bullets in your resume is something you have to be 100% confident in .

If it's just something you're doing for the sake of having a "different" resume , then avoid it .

Here's one good scenario for the use of sub-bullets: if you are describing transaction experience in an internship.

Essentially, if you have to go into more detail to discuss something that is highly relevant to investment banking , then it's worth considering using sub-bullets . Be wary, however, because going into too much detail can cause clutter and get you dinged .

Now it's time to talk about what goes into those bullet points. Fret not! While the content of your bullet points matter, the most important thing is that you don't fudge anything up in terms of formatting and grammar.

• Professional Experience : I want to see professional experience, i.e., roles where you've worked in a paid and professional discipline , and had to pass through an interview process to get there. Having made it successfully through interview processes for earlier internships or jobs is important, as interviewing you is what we plan to do.
• Case study competitions : Some people list these. These are not professional experiences . Including them just looks like you don't have enough professional experience to fill in this area enough. Don't do it.
• Volunteer Positions : Not professional. Send it to extracurricular.
• Strong Names : I like to see names in the PE/banking/HR universe that I recognize because it tells me you could get through their interview process and you've done an internship in something that has reinforced your academic finance skills.
• Keywords that Stand Out : Usually, reviewers skim the bullet points . Below are keywords that catch their eye (which reflect a particular teams' focus, might be different for another team):
• Comparables analysis
• Competition or industry analysis/research
• Due diligence
• DCF valuation
• Leveraged buy out
• Distressed debt

  Resume Tense - Past or Present?

The main thing to focus on here is consistency . There are two options:

• Use past tense throughout the entire resume . The reasoning here is that your resume is a summary of everything you've done .
• Use past tense to describe past experiences and present tense to describe what you're currently doing . The reasoning here is self-explanatory; past experiences use past tense while current experiences use present.

Both options are totally acceptable, which is why it's up to you to choose which you prefer.

  Investment Banker Resume Format

A poorly formatted resume will get thrown out .

Think about it.

A good amount of your time as an investment banker will be spent formatting , so what does it say about you if you can't properly format your own resume?

Lucky for you, you don't have to worry about formatting half as much as other candidates because our template does that for you.

Here's a download link to the resume template included below:

FREE WSO Resume Template

  "Additional Information" Resume Section

This is a section that you need to edit to best fit what you have to include .

Don't have any modeling experience? Delete that line.

No computer skills to show off? The same thing applies.

Tailor this area of the resume to highlight your strengths beyond finance .

Here is one example of how you can structure your "Additional Information" section to be more meaningful and provide a few skills that may be impressive to the resume reviewer:

  Final Resume Tips

Miscellaneous tidbits of wisdom from @blackice :

• Do:  Be Ready to Defend Everything on Your Resume. This should be a given, but people seem to screw this up every day . If you write hang-gliding in your interests' section and then I ask you about it , you better damn well be able to speak about hang-gliding . Otherwise, it undermines everything else on the page.
• Do: Start Your Resume Early! These things take hours and hours to perfect . Many people think you can just sit down in an hour and bang out a perfect resume, but that is simply not the case. It takes time to get right. Do not wait to start until the day before the job posting .
• Don't: Put "Founded Investment Banking Club" on Your Resume. Just Don't Do It.

A couple of quick notes:

• Please feel free to share this post and pass it along to friends.
• If you're looking for our resume for experienced Investment Banking professionals   click here.
• Remember, if you are looking for real finance professionals to help you structure and word your resume bullets and experiences, please consider our industry-leading resume editing service , specifically targeted towards investment banking, private equity, hedge funds, trading, management consulting and other finance resumes .
• Our testimonials speak for themselves: https://www.wallstreetoasis.com/career-services/resume-review-edits :-)

Read More About Getting An Investment Banking Job On WSO

• How To Get A Job On Wall Street (When You Don't Know Anybody)
• Investment Banking Interview Questions - 15 Answers To Land The Job
• Can I Get Into Investment Banking From Non-Target School?

Want Your Resume Reviewed by a Pro?

The WSO Resume Review Service has hand-picked the best professionals from thousands of currently practicing finance professionals… people who live and breathe their industry - day in and day out… who can tell you what’s changing firsthand…who LOVE giving back and will keep you up-to-date on everything you need to polish your resume and land more interviews.

WSO's Resume Review Service

Everything You Need To Break into Investment Banking

Sign Up to The Insider's Guide on How to Land the Most Prestigious Jobs on Wall Street.

More Resources:

We hope these templates help you land that dream IB job ! Please check out the following additional resources to help you advance your career:

• Investment Banking Interview Questions
• Private Equity Resume Template
• Hedge Fund Resume Template
• Consulting Resume Template
• Investment Banking Cover Letter Template

Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.

or Want to Sign up with your social account?

Build my resume

• Build a better resume in minutes
• Resume examples
• 2,000+ examples that work in 2024
• Resume templates
• Free templates for all levels
• Cover letters
• Cover letter generator
• It's like magic, we promise
• Cover letter examples
• Free downloads in Word & Docs

5 Investment Banking Associate Resume Examples for 2024

• Investment Banking (IB) Associate Resume
• IB Associate 2
• IB Associate 3
• IB Associate 4
• IB Associate 5
• Investment Banking Associate Resume Writing 101

When clients need assistance finding the right investment options, they know they can count on you to prepare cash flow models, draft memorandums, and effectively communicate information.

Have you made an online resume that shows hiring you is the best investment for any organization’s needs? And what about making a cover letter for the job?

Getting hired in a competitive financial space where every decision is crucial can feel daunting. We’re here to help with our investment banking associate resume examples that can act as an easy template for success .

Investment Banking Associate Resume

or download as PDF

Investment Banking Associate 2 Resume

Investment banking associate 3 resume, investment banking associate 4 resume, investment banking associate 5 resume, related resume examples.

• Real Estate Investment Banking
• Investment Banking Analyst
• Financial Analyst
• Business Analyst
• Investment Banking

What Matters Most: Your Investment Banking Associate Skills & Work Experience

Picking the right skills for your investment banking resume is similar to how you’d want to fine-tune all the critical details of an investment portfolio to make it successful.

Just like every client has unique needs, every investment banking organization will also have specific qualifications they’re looking for in the position. That’s why tailoring your AI resume to the job description is essential. Be sure to emphasize key skills each company mentions, like mergers and acquisitions or Oracle Hyperion.

Here are some of the best investment banking associate skills in 2024.

9 best investment banking associate skills

• Capital Markets
• Cash Flow Analysis
• Capital Raising
• Valuation Analysis
• Client Relations
• Investment Portfolios
• S&P Capital IQ
• Microsoft Excel
• Restructuring

Sample investment banking associate work experience bullet points

You know better than anyone that the financial market is heavily based on data. 

Use your knowledge of common investment banking metrics to your advantage in this section to find some great examples to include. For example, metrics like liquidity ratios, annual revenue, or costs saved would work well here. 

Additionally, it’s essential to keep each example to a short one-sentence description that helps your primary skills like raising capital or client relations shine.

Here are a few samples:

• Used S&P Capital IQ to streamline market analysis, leading to 50% more efficient analysis while generating 67% more accurate data. 
• Performed cash flow analysis to help clients optimize their spending and generate 56% higher ROI.  
• Created presentations with market data in Microsoft PowerPoint to effectively present the benefits of working with the firm to close 45% more prospective clients. 
• Helped clients improve credit ratings by an average of 52 points by reducing accounts receivables and providing guidance to improve debt-to-income ratios. 

Top 5 Tips for Your Investment Banking Associate Resume

• Your financial know-how has likely improved a lot since you were an investment banking assistant or intern. Therefore, you should list your most recent experiences first to show your current abilities in aspects like valuation analysis. 
• One of the fastest ways to lose a hiring manager’s attention is with a resume full of grammatical errors. Proofread before submitting to show you have the detail-oriented mindset necessary to help clients accurately improve their investment portfolios. 
• Just like you would want to keep the presentations and information you provide to clients concise and highly relevant to their financial needs, you should do the same with your resume. Limit it to one page of information that is the most recent and relevant to analyzing aspects like capital markets. 
• Action words like “analyzed” or “overhauled” will make your examples sound more impactful. For instance, rather than saying you “know how to do market analysis,” you could say you “analyzed competitive markets to help clients generate 46% better ROI.” 
• Your examples should include key metrics like accuracy, processing speeds, and monthly savings whenever possible. It helps you stand out to hiring managers, just like compelling data helps when presenting information to clients. 

Your cover letter should help you connect with the organization and explain why you’ll succeed in the workplace. For instance, you could connect with their mission to provide excellent financial resources to clients or how you’ll use your cash flow analysis skills to achieve optimal results. 

A resume objective can work well if you have limited experience in the field. For instance, you could include a few sentences about how you’re a motivated professional with two years as an investment banking assistant that have equipped you to provide 51% more efficient analysis of capital markets. 

Ideally, you should lean into your data-based mindset to show why you’re the right choice for the job. Include relevant metrics like fee revenue generated while keeping all the information you include highly relevant and custom to each investment bank you apply to. 

Protect your data

This site uses cookies and related technologies for site operation, and analytics as described in our Privacy Policy . You may choose to consent to our use of these technologies, reject non-essential technologies, or further manage your preferences.

Investment Banking Resume Sample

If you are a job seeker in the finance industry, we have good news: the U.S. Bureau of Labor Statistics reports that financial occupations are expected to grow about 8 percent between now and 2024. That means about 632,000 finance careers are expected to be added to the job market.

Yes, this is fantastic news if you are applying to jobs in the financial industry. But are you prepared for the hiring process? Is your resume up to par with today's finance resume best practices? The easiest way to find out is to view sample resumes that align with your desired career field.

As you view this sample resume, keep in mind the best practices for investment banking resumes such as proper formatting and language. You need to make sure you have a strong, up-to-date resume that glides through applicant tracking systems (ATS) and lands you an interview. For that, TopResume is here to help.

What makes a Successful Finance Resume Sample?

The above investment banking resume works because:

• It's concise. Think about how many resumes hiring managers skim through on a daily basis. If important information is difficult to find, why would they choose your resume? Make sure they see your information right away by utilizing phrasing on your resume and putting each phrase into bullet points.
• It uses quantitative information. Not only are numbers concise and easy to digest, the human mind naturally responds better to numbers compared to words. Rather than using words to describe your achievements, use numbers and symbols when creating a resume.
• It uses clear section headings. When deciding how to format a finance resume, remember that the headings must be definitive and stand out from the other text in the document. Don't be afraid to use a shaded box, bold text, and white-space around each heading.
• It has enough white space. Speaking of white space, each page of the resume should have a sufficient amount around all four sides of the document. Also be sure not to push the margins to the edge. If and when a person prints the document, you want to make sure there are no technical challenges.

If your investment banking resume doesn't follow the basic best practices above, it's time to make some changes. TopResume offers three levels of resume writing services with all of the components you need to make your finance resume the best it can be. We guarantee you'll get 2x more job interviews within 60 days or we'll rewrite your resume for free.

Your resume is the tool that can make or break your job search. Use our resume writing service today!

Samples by Category

• Administrative Office Assistant
• Advertising & Marketing
• Construction Contractor
• Customer Service
• Executive Assistant
• Executive/CEO
• Graphic Designer
• Industrial Engineer
• Insurance Agent
• Information Technology
• Mid-Career Professional
• Military-to-Civilian
• Nurse Practitioner
• Nursing (Healthcare)
• Public Relations
• Real Estate Management
• Retail Merchandising
• Safety Management
• Sales Management
• Student (or Recent Graduate)
• Teacher / Professor / Librarian
• Telecommunications

Ready to rewrite your resume?

Want a free resume analysis?

Get the information you need to land your dream job faster – delivered to your inbox, every week.

Thanks! Career advice is on its way.

Resume Builder

• Resume Experts
• Search Jobs
• Search for Talent
• Employer Branding
• Outplacement
• Resume Samples
• Business Strategy

Investment Banking Resume Samples

The guide to resume tailoring.

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

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

Pick from the thousands of curated job responsibilities used by the leading companies, tailor your resume & cover letter with wording that best fits for each job you apply.

Create a Resume in Minutes with Professional Resume Templates

• 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
• 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
• 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
• 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

15 Investment Banking resume templates

Read our complete resume writing guides

How to tailor your resume, how to make a resume, how to mention achievements, work experience in resume, 50+ skills to put on a resume, how and why put hobbies, top 22 fonts for your resume, 50 best resume tips, 200+ action words to use, internship resume, killer resume summary, write a resume objective, what to put on a resume, how long should a resume be, the best resume format, how to list education, cv vs. resume: the difference, include contact information, resume format pdf vs word, how to write a student resume, 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
• Requires at least 1 year of investment banking experience
• Desire for aMedia andCommunicationsexperience during theAnalyst years
• Graduate from a topundergrad program
• 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
• 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
• 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

• Advanced concepts, practices and procedures of Tax and Accounting
• Problem solving skills and the ability to think independently sufficient to market ideas
• Lead the work of other and provide training, coaching and mentoring
• Interpret and apply policies and identify and recommend changes as appropriate
• 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
• 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

• Participation in desk level activities, including preparing the daily product specific business level revenues and commentary
• Team management responsibility
• University or College degree, preferably specialized in accounting or finance
• 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)
• 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)
• Liaise with other product controllers for revenue & expense queries
• Ad hoc revenue and expense reporting
• 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
• 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
• 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

• 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
• 3+ years of prior investment banking experience is preferred or alternatively an MBA or an equivalent advanced degree

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
• 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

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

• Design and analyze M&A transaction structures

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
• 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
• 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)

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
• 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
• 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

• 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

• 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
• 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)
• 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
• Professional with relevant experience in one or more middle management risk compliance roles, ideally to include Conduct Risk or Regulatory Compliance experience
• 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
• MBA 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
• 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

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
• 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
• 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
• 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

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

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

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

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

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
• 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

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
• 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

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

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

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

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
• 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

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

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

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
• 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

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
• 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

IB VP-telcom Investment Banking Resume Examples & Samples

• Play a critical role as the project manager on teams; help to manage the deal process from origination to execution
• Must have five to seven years’ experience in investment banking or related field
• Must have significant exposure to M&A transaction analytics and processes

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)
• 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
• 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

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

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

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
• Team-oriented, collaborative
• Organizational and project management skills (ability to coordinate across multiple LOBs and a broad array of tasks)
• Experience and familiarity with Investment Banking and Structured products very helpful

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

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

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

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

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
• 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
• 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)

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

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

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
• 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

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)

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

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
• 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

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

• Organizational and project management skills
• 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
• 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

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
• 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

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
• 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%)

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%
• 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

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
• Act as a mentor and role model to junior bankers
• Seasoned investment banking experience at a recognized investment bank
• 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
• 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
• Efficient use of research databases
• Excellent interpersonal and relationship-building skills
• Willingness and ability to travel as necessary

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

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

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

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

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

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
• 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
• 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

Investment Banking Singapore Resume Examples & Samples

• Keep abreast of company information and the natural resources sector
• 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

Executive Assistant, Investment Banking Resume Examples & Samples

• 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…
• Prior experience in the Investment Banking industry preferred
• Ability to work 8:30am-5:00 pm and be flexible for overtime as needed

Associate, Technology 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

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

Junior Investment Banking Controller Resume Examples & Samples

• Revenue recognition and P&L reporting
• Various ad-hoc reporting requests from the Business Unit

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

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

Investment Banking Capital Markets Resume Examples & Samples

• Fulfilling RA and banker information requests, including during evenings and weekends, for among other things
• Ability to multi-task with solid attention to detail
• 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
• 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

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

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
• Proficiency in Microsoft Office Suite (Excel, PowerPoint and Word)
• 1 - 3 years experience in investment and/or transactional, deal advisory accounting or consulting
• 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

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
• 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

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

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

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

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

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

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

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
• 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

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
• Accountable for effective project management: drive the process, effectively prioritize and allocate resources
• Responsible for training new Associates and Analysts. Acts as a mentor
• Relevant client interaction and transaction experience in the Healthcare industry
• Excellent organization, communication and research skills
• 5+ years direct industry segment experience

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
• 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
• 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
• 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

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
• Significant exposure to financing and M&A transaction analytics and processes
• Experience within the technology sector

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

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
• 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
• 1 - 3 years of experience in investment and/or commercial banking, leading accounting or consulting

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

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

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

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

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

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)
• 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
• 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
• 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 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
• 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

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
• Analyzing the financial statements and operating metrics of public companies within the M&A sector to generate industry insights
• 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
• 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 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
• Series 7/79 & 63
• Strong Knowledge of Microsoft Office Suite (Excel, PowerPoint and Word)
• Prior experience in the healthcare industry
• 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
• 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

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
• 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
• 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
• 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

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

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
• 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

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

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

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

• 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
• Assist with ongoing client management including: account planning, account coverage reviews, coordination with Commercial Bank, global FSG, FCG and other industry 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

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
• 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
• 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

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

Cib-oil & Gas Investment Banking Resume Examples & Samples

• Working with corporate clients on raising capital and shaping corporate strategy
• 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)
• Enrolment in or completion of the CFA designation or other professional designations (CA, P.Eng) is considered an asset but not required

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

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

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

• Advise business on accounting, regulatory, tax and other specific deal accounting matters
• Support the Controller for Debt Capital Markets for the APAC region (Emerging Asia, Australia and Japan)
• 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
• 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
• Strong organizational and time management skills: able to work on multiple projects with competing deadlines

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
• 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

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

• 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

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

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
• Draft and prepare pitch books with detailed industry materials for multiple healthcare 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 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
• 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

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

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

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

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
• .NET framework
• Oracle basics
• Asset Management
• 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
• 1-4 years of Investment Banking experience is required
• Highly organized, detail oriented and proactive
• 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

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

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

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

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
• 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

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

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

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

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

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
• Coordinate frequent travel arrangements – both international and domestic
• 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
• Expert in multi-tasking, organizing, and prioritizing
• Detail oriented with ability to work independently and prioritize workload
• 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
• 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

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
• 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

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

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)

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
• 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

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

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

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
• 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
• 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

Related Job Titles

• Investment Banking Resume Sample

What's your job?

Investment banking resume samples and templates for 2024.

• Table of Contents
• Downloadable Sample
• Resume Tips from Experts
• Resume Text Version

• Entry-Level
• Experienced

Ultimate Guide to Investment Banking Resume Examples and Templates for 2024

Crafting the perfect investment banking resume can be a daunting challenge. A strong resume is crucial in the highly competitive field of investment banking. This guide will provide you with examples and templates to create an outstanding resume for 2024, ensuring your skills and experiences shine through .

Get ready to stand out!

Key Takeaways

• Use a strong investment banking resume to showcase skills and experience, making sure you stand out from other applicants. Highlight your achievements in financial modeling , mergers, acquisitions , and more with specific examples.
• Include essential sections like education, work and leadership experience, plus skills on your investment banking resume. Start each section with the most recent information first and use bullet points for clarity.
• Address limited work experience by emphasizing relevant coursework , internships, or volunteer roles that highlight transferable skills .
• Explore opportunities in private equity or hedge funds if interested. Show off any relevant coursework or projects that demonstrate your understanding of these fields.
• Consider using professional resume services like Zety to make your investment banking application materials polished and tailored to the industry standards.

Why a Strong Investment Banking Resume is Essential

A strong investment banking resume demonstrates your skills and experience. It sets you apart from other applicants and allows recruiters to quickly assess your qualifications.

Demonstrates skills and experience

Your investment banking resume is a powerful tool. It showcases your skills and experience to hiring managers. This includes your work in financial modeling , mergers, acquisitions, equity research , capital markets , corporate finance , and more.

Highlighting these areas proves you can handle the demands of an investment banking career.

Including specific examples of past successful projects or deals adds weight to your claims. Mention any achievements in the financial services industry or internship opportunities where you excelled.

Use action verbs and bullet points for clarity. Make it easy for recruiters to see why you're the perfect match for their team.

Sets you apart from other applicants

Showcase your unique achievements and skills to stand out from other candidates. Highlight your leadership experience , relevant skills, and accomplishments in the investment banking industry.

Use action verbs and quantifiable results to demonstrate your impact and potential value to prospective employers. Tailor your resume to align with the specific requirements of each job application , emphasizing how you can contribute effectively to the organization's success.

Allows recruiters to quickly assess your qualifications

Ensure your investment banking resume indicates your skills and experience prominently . Stand out by presenting a clear layout with relevant sections for easy review . Utilize bullet points to highlight achievements, qualifications, and industry-specific keywords that align with the job requirements.

Keep it concise and impactful to capture the recruiter's attention efficiently.

Crafting an effective investment banking resume is crucial in showcasing your suitability for the role. Directly address the job specifications through a well-structured document , allowing recruiters to swiftly evaluate how your background fits their needs.

Key Elements of a Successful Investment Banking Resume

Include clear and concise header and contact information. Highlight your education, work, and leadership experience effectively.

Header and Contact Information

Begin with your full name , phone number , and a professional email address at the top of your resume. Include a LinkedIn profile if you have one. When listing your address, mention only the city and state to keep it concise.

Remember to use a clear font and avoid using fancy designs or colors that may distract from the important information recruiters are looking for.

Now, let's focus on the "Education" section of your investment banking resume. When detailing your educational background , include the name of your degree, major, university attended, and graduation date.

Highlight any academic honors or awards received. Utilize relevant keywords such as " investment banking analyst resume " and " investment banking career advice " to attract recruiters' attention.

When crafting this section, begin with your most recent educational attainment and work backward. Include details about any financial or business-related coursework that demonstrates your understanding of the industry.

Work and Leadership Experience

When it comes to your work and leadership experience on an investment banking resume, focus on showcasing your achievements and quantifiable results with impactful bullet points. Highlight leadership roles or significant projects that demonstrate your ability to lead, communicate effectively, and make strategic decisions.

Use action verbs like "spearheaded," "orchestrated," or "optimized" to convey your proactive approach and impact.

Incorporate relevant keywords such as "investment banking professional experience" and "investment analyst" to align with the recruiter's search criteria. Quantify your accomplishments wherever possible using metrics like percentages, dollar amounts, or timeframes to provide concrete evidence of your contributions .

Skills, Activities, and Interests

Now that you've highlighted your work and leadership experience, it's time to emphasize your skills, activities, and interests. Showcase any relevant technical or soft skills such as financial modeling, data analysis, or communication.

Additionally, include extracurricular activities or hobbies that demonstrate teamwork , leadership, or a strong work ethic . Make sure to align these with the keywords identified earlier for maximum impact on potential employers.

When crafting this section of your resume, remember to tailor it to the specific job description and company culture you're applying for. Avoid including generic interests and instead focus on those that highlight qualities sought after in the investment banking industry.

Crafting Your Investment Banking Resume

Crafting Your Investment Banking Resume involves choosing a suitable resume structure and writing impactful experience bullets. Highlight relevant skills to make your resume stand out from the competition.

Choosing a resume structure

When creating your investment banking resume, consider using a reverse-chronological format to highlight your most recent experience first. This allows recruiters to see your career progression upfront.

Another option is the functional format , which emphasizes your skills and qualifications. However, if you have consistent work experience in investment banking or related fields, the reverse-chronological structure may be more effective.

Utilize bullet points to clearly outline your achievements and responsibilities under each role. This makes it easier for recruiters to scan through and identify relevant information quickly.

Writing impactful experience bullets

Crafting impactful experience bullets on your investment banking resume is crucial for grabbing the recruiter's attention. Follow these tips to make your experience stand out:

• Use action verbs such as "analyzed," "negotiated," or "implemented" to start each bullet point.
• Quantify your achievements by using numbers, percentages, or dollar amounts to demonstrate your impact.
• Tailor each bullet point to highlight relevant skills and accomplishments specific to the investment banking industry.
• Keep the language concise and clear, focusing on results and outcomes.
• Prioritize recent and most relevant experiences, ensuring they align with the job description.
• Avoid using generic descriptions and instead provide specific examples of how you added value in previous roles.

Highlighting relevant skills

After crafting impactful experience bullets, the next step is to highlight relevant skills on your investment banking resume. This will help you stand out and demonstrate your qualifications effectively. Here are some key skills to include:

• Financial Analysis : Showcase your ability to analyze financial data and make strategic recommendations.
• Valuation Techniques : Highlight your proficiency in using various valuation methods such as DCF and comparable company analysis .
• Industry Knowledge : Emphasize your understanding of industry trends, market dynamics, and sector-specific knowledge.
• Communication Skills : Highlight your strong verbal and written communication abilities, crucial for client interactions and presentations.
• Leadership Experience : Showcase any leadership roles to demonstrate your ability to drive projects and teams effectively.
• Technical Proficiency : Highlight expertise in relevant software like Excel, Bloomberg Terminal , or financial modeling tools .

Common Objections and How to Address Them

Limited work experience? Here's how to showcase transferable skills. Interest in private equity or hedge funds? Highlight relevant coursework and extracurricular activities.

Limited work experience

Having limited work experience doesn't have to hold you back. Here's how to address this challenge and still create a competitive investment banking resume:

• Emphasize relevant coursework, projects, or extracurricular activities that demonstrate skills and knowledge related to the field.
• Include internships, volunteer work, or part-time jobs that showcase transferable skills such as leadership, teamwork, and problem-solving.
• Highlight any specialized training, certifications, or online courses that are pertinent to investment banking.
• Use a functional resume format that focuses on skills and accomplishments rather than chronological work history.
• Leverage your cover letter to articulate your passion for the industry and explain how your limited experience has prepared you for a career in investment banking.
• Network proactively to make connections within the industry and seek out mentorship opportunities that can add value to your resume.
• Seek out entry-level positions or internships within financial firms to gain hands-on experience and build your professional network.

Interest in private equity or hedge funds

Explore private equity or hedge funds opportunities to gain exposure to alternative investment strategies. Showcase your interest in these areas through relevant coursework, projects, or extracurricular activities on your resume.

Highlight any research or analysis you've done related to these fields and emphasize transferable skills such as financial modeling , valuation techniques , and risk assessment . Demonstrate a clear understanding of the industry by discussing recent trends, market developments, or notable transactions in your cover letter.

Leverage networking opportunities within the finance community to learn more about private equity and hedge funds while showcasing your passion for pursuing a career in this sector.

Investigate opportunities in private equity or hedge funds

Emphasize relevant coursework and skills

Premium Resume Services for Investment Banking Professionals

Explore the advantages of investing in professional resume and cover letter editing services to stand out in the competitive investment banking job market. Learn about the specialized services offered by Zety designed to enhance your application materials for investment banking positions.

Benefits of investing in resume and cover letter editing services

Investing in resume and cover letter editing services provides professional formatting and language that make your application stand out.

• Highlight your strengths : A professional service will ensure that your resume effectively showcases your skills, experience, and qualifications by using the right keywords. This enhances its chances of getting past applicant tracking systems .
• Tailored to the industry : Experts understand what investment banking recruiters look for and can tailor your resume accordingly, ensuring it aligns with the specific requirements of the industry.
• Clear and concise content : Professional editing services help you convey your accomplishments and experiences concisely, grabbing the attention of hiring managers who often have limited time.
• Error-free documents : Skilled editors can eliminate grammatical errors, typos, and formatting issues that could otherwise make a negative impression on potential employers.
• Professional touch : With an expertly edited resume and cover letter, you project a professional image from the first point of contact, making a positive impact on recruiters.

Introduction to services offered by Zety

Zety offers professional resume and cover letter editing services tailored for investment banking professionals. Our experts understand the industry's specific requirements, ensuring your application stands out.

We provide personalized advice to highlight your skills, qualifications, and experience in a clear and concise manner, emphasizing keywords relevant to investment banking roles.

Our services aim to enhance your chances of securing interviews for investment banking positions by presenting a polished and impactful resume that aligns with industry standards . With Zety's assistance, you can confidently pursue your career goals in the competitive realm of investment banking job applications.

Crafting a strong investment banking resume is crucial in standing out. Ensure your contact information , education , experience , and skills are highlighted effectively. Overcome objections like limited work experience with strategic solutions.

Consider investing in professional resume services to boost your chances of success in the competitive field.

1. What should I include in my investment banking resume for 2024?

Your investment banking resume for 2024 should have a clear objective, your professional experience in areas like mergers and acquisitions, detailed skills and qualifications, action verbs to describe achievements, and a summary statement that grabs attention.

2. Can you give tips on the best format for an investment banking resume?

The best format for an investment banking resume highlights your most impressive achievements first. Use bullet points for clarity, include keywords relevant to the job description, and make sure your contact information is easy to find.

3. How important is a cover letter when applying for an investment banking position?

A cover letter is very important! It lets you explain why you're the right fit for the job in more detail than the resume allows. Tailor it to each application by mentioning specific aspects of the company or role that excite you.

4. What are some key action verbs I should use on my investment banking resume?

Use strong action verbs like "analyzed," "managed," "developed," and "negotiated" to show how actively engaged you were in your roles related to investments analyst tasks or internships.

5. How can I prepare my interview after sending my investment banking resume?

Start by reviewing common questions asked during investment banking interviews and practice answering them confidently. Understand key industry trends and be ready to discuss your past experiences as highlighted on your resume - especially those involving critical thinking or problem-solving skills.

Investment Banking Text-Only Resume Templates and Samples

Arvind yadav.

Phone: 01234567890

Email: [email protected]

Address: Sec-44, Noida, Noida

Investment Banker / Investment Banking Associate

• Extensive experience of XX years in thoroughly researching market conditions and developments; identifying new business opportunities; carrying out financial modeling, then developing and presenting appropriate financial solutions to clients; liaising with the chief executive and chief financial officers of large organizations
• Adept in managing and assisting in the preparation of financial models and business valuations; creating client marketing presentations; attending client meetings; conducting industry and company-specific due diligence related to transactions; drafting memoranda for sale assignments; assisting in the preparation of fairness opinions
• Adroit in creating marketing materials for our equity sales organization; assisting in the development and continued cultivation of client relationships; developing an understanding of the underlying trends that affect equity capital markets; understanding of the interests and investment criteria of a number of middle-market private equity firms
• Conceptually sound knowledge of concepts like Derivatives, Fixed Income Securities, Corporate Finance, etc. A strong work ethic, detail orientation, and a passion for excellence; knowledge of general accounting and finance principles; ability to work in a fast-paced, team-based environment with minimal supervision
• Working knowledge of deal structuring and closing principles; strong communication and networking skills; impeccable research, quantitative and analytical skills, especially in explaining market events

Mass Communication, Bachelor of Mass Communications, Completed, March 2001

GTSN University

Ganga Nagar, UP

Certifications

• CFA Certification- 2016 , Completed , January 2005
• Financial Modeling Certification , Completed , January 2008

Work Experience

Period: February 2003 - Current

Investment Banking / Investment Banking Analyst

Abc Pvt Ltd

• Created detailed financial models for valuation and prepared marketing documents and materials.
• Created marketing pitch materials and management presentations.
• Prepared documentation for M&As and strategic alternatives and evaluated risk and return parameters for transactions.
• Performed detailed financial quantitative analysis and pitched investing deals to potential clients.
• Analyzed investment strategies, identify potential investments, and conduct risk assessments
• Attend meetings with clients and prepare presentations providing an overview of clients' investment portfolios.
• Develop various types of financial models to value debt and equity for mergers, acquisitions, and capital-raising transactions.
• Solicit potential investors. Found and followed leads for qualified clients and investors.

Period: April 1970 - July 1973

Investment Banking Associate

• Conducted strategic research and due diligence investigations.
• Issued debt and sell equity to raise capital.
• Managed IPOs and private equity placements; discovered and closed potential investors
• Facilitated mergers and acquisitions; assisted with corporate restructuring.
• Analyzed risk and offer financial advice; prepared reports, models, and forecasts.
• Liaised with different internal/external parties to provide a truly professional, independent analysis.
• Developed and standardized the existing price verification processes and control framework.
• Understood financial markets, followed-up market movements, and understood the impact on the business.

Hard Skills

• Transactional experience
• Qualitative analysis (e.g. market analysis)
• Quantitative analysis (e.g. financial analysis)

Soft Skills

• strong work ethic
• detail orientation
• analytical skills
• communication
• impeccable research
• networking skills
• Microsoft Office
• Internet Applications

Operating System

Personal interests.

Kshama Sharma - Resume, CV and Cover Letter Writing Expert

Check Out Related Resume Samples

Investment Banking Resume Example Resume Example See Sample

Bank Manager Resume Example Resume Example See Sample

Loan Officer and Agent Resume Example Resume Example See Sample

Stocks and Securities Resume Example Resume Example See Sample

Bank Teller and Customer Service Resume Example Resume Example See Sample

Tax Preparation and Planning Resume Example Resume Example See Sample

India's premier resume service

Your life story begins here

Join 307,012+ Monthly Readers

Get Free and Instant Access To The Banker Blueprint : 57 Pages Of Career Boosting Advice Already Downloaded By 115,341+ Industry Peers.

• Break Into Investment Banking
• Write A Resume or Cover Letter
• Win Investment Banking Interviews
• Ace Your Investment Banking Interviews
• Win Investment Banking Internships
• Master Financial Modeling
• Get Into Private Equity
• Get A Job At A Hedge Fund
• Recent Posts
• Articles By Category

Copy This Investment Banking Associate Resume Template to Break In As an Associate

If you're new here, please click here to get my FREE 57-page investment banking recruiting guide - plus, get weekly updates so that you can break into investment banking . Thanks for visiting!

I kept getting questions about an investment banking associate resume template , and I figured we should finish up that series of investment banking resume templates and video tutorials – so here it is.

In this lesson, you’ll learn how to craft your resume if you’re at the MBA level , if you’ve been working full-time , or if you’ve had extensive transaction experience .

Actually, it’s even easier than that: you don’t need to “craft” anything. You just need to copy these templates and modify them slightly.

Don’t you wish you found this site earlier?

Refresher – University Student Template

In case you missed it, here were the major points with the university student investment banking resume template :

• 3 sections: Education; Work & Leadership Experience; and Skills, Activities & Interests
• Focus on 2-4 key work/leadership experiences rather than taking a laundry list approach.
• Use either a project-centric or task-centric format for each work experience entry.
• Include a summary sentence for each entry, and make sure your other bullets include the specifics followed by the results .

These points apply to any investment banking resume , no matter what level you’re applying for – you just need to make a few tweaks.

Investment Banking Associate Resume Templates, the Video, and the Tutorial

Here’s the overview video, which covers all 3 of the templates we’re looking at here:

(For more free training and financial modeling videos, subscribe to our YouTube channel .)

And if you just want to read instead, here’s the same tutorial in textual form. We’ll go through each of these 3 templates and point out how they differ from the ones we looked at before.

MBA-Level Investment Banking Resume Template [Download]

Download Template – Word

Download Template – PDF

Just like the university student template, Education is at the top.

This time, however, it’s greatly condensed – just list your business school and undergraduate name, degree titles, and graduation dates. You don’t need GPA/SAT scores unless the bank specifically asks for them.

Similarly, forget about activities / honors and other trivia and just give them the names and dates.

Work Experience

The Work Experience section should be very similar to the university student template.

The differences:

• Avoid student activities / volunteer work unless that was your “full-time work experience” – e.g. you did Teach for America for 2 years.
• Still pick 2-3 work experiences to focus on, but these should be full-time jobs rather than internships .
• Focus on the most recent 5 years of work experience. If you have more than this maybe extend it to 10 but only do that if it’s relevant – e.g. you were a trader in a former life.

You still need to use a project-centric or task-centric format for each entry and focus on business results as much as possible.

But you should think about 2 additional points if you’re at the MBA-level:

• Leadership is more important than it is for undergraduates or recent graduates, because you’ll need to manage Analysts and prevent them from screwing up.
• Client Management skills are also important. So hopefully you were a male escort in Tokyo in a former life, or you can point to some other hands-on experience.

When you enter at the Associate level, banks start grooming you to win clients and bring in revenue one day – so you need to convince them you’re more of a “leader” than an Analyst might.

Exceptions & Special Cases

If you’ve done some type of pre-MBA program related to finance – interning at a boutique, a PE firm, etc. – and the rest of your work experience is in a different field, you should definitely make this prominent, even if it only lasted a few months.

It’s not lying – it’s changing the focus . Spin 101.

If you’ve only had 1 full-time job before business school, just list your last major internship briefly, below the full-time entry, and write 1-2 bullets about it. A work experience section with only 1 large entry looks odd.

What Skills, Activities & Interests?

This section becomes increasingly irrelevant the more experienced you are. You can still include it at the MBA-level, but keep it short and feel free to drop it.

Full-Time Investment Banking Resume Template [Download]

This is almost exactly the same template as the MBA-level one – the only difference is that your Education section can be even shorter and it should be below Work Experience if you’re not currently a student.

Consider removing the last section as well.

Always pick 2-3 key work experience entries over past 5-10 years unless you’re a C-level executive with a 20+ year-long track record, or you have a lot of transaction experience – which leads us into the next section.

Experienced Investment Banker / Private Equity / Hedge Fund Financier

Experienced Investment Banker Resume Template [Download]

The disclaimer – read this first.

Only use this template if you’re an experienced Associate, VP, or beyond that, and you have dozens of transactions to write about.

If you use this as a sophomore in college, it’s your fault. You will look stupid and not get any interviews .

What’s Different This Time?

This one is still similar to both the university student resume template and the investment banker resume template – with one key difference:

Rather than going into detail on all your clients and deals on the first page, you make a separate page or set of pages for your “Transaction Experience” and follow the same format there.

As with the templates above, Skills, Activities & Interests can be dropped and the Education section should be greatly condensed.

Each entry should consist of a summary sentence and 2-3 others that capture the main highlights from each experience – working with clients , management teams, bringing in business if you’re more senior, or doing analytical work for junior-level entries.

This person is showing more “leadership” at each level by writing about how he/she managed Analysts and Associates, and also highlighting more sourcing and business development at higher levels.

As you move up, investment banking becomes a pure Sales job, so your resume should reflect this .

It’s good to list “Notable Transactions” so that anyone can tell what he’s done at a glance without going to the second page.

Transaction Page

This should follow the chronological order and format of the first page.

The language here is not much different from the Analyst/Associate investment banker resume template – the person still discusses valuation/modeling work and his/her impact on the deal process.

But the focus is different at each level :

• Analyst – More analytical and valuation/modeling-focused, since that’s what Analysts do. Well, that and fix broken printers …
• Associate – The focus shifts to managing the Analysts, working with clients, and making presentations. Associates still do quantitative work, but it’s more advanced – think LBO models rather than going through SEC filings looking for non-recurring items .
• VP – He/she focuses more on pitching clients to potential buyers and executing the deal.

What About for Private Equity and Hedge Funds?

Not much is different – if you have an extensive transaction / investment list, you should still list it on a separate page.

Just flip around the language and write about “investments” and “potential investments” as opposed to “deals.”

For the first page, write about your efforts sourcing investment ideas rather than potential clients.

It can be near-impossible to come up with concrete “results” on the buy-side because of the time frame – it might take years for a firm to exit a particular investment.

So don’t feel pressured to always have tangible “results.”

Use these templates – just make sure you’ve read the disclaimers first.

You don’t need to follow the exact format and language here – these are intended to give you ideas and guide you in the right direction.

As always, if you’re paranoid about having the same-looking resume as everyone else, just change the font, font size, or other formatting to make it look different.

You should now know 95% of what you need to craft your resume copy these templates and use them for your own purposes, from the Analyst-level to VP-level and up.

I may cover examples of specific bullets / language you would use for different industries (marketing, accounting, wealth management, etc.) and do a few “resume makeovers” in coming months.

Any questions?

Still Need More Help?

Introducing: premium investment banking-specific resume/cv and cover letter editing services.

We will take your existing resume and transform it into a resume that grabs the attention of finance industry professionals and presents you and your experience in the best possible light.

When we’re done, your resume will grab bankers by the lapels and not let them go until they’ve given you an interview.

Specifically, here’s what you’ll get:

• Detailed, line-by-line editing of your resume/CV – Everything that needs to be changed will be changed. No detail is ignored.
• Your experience will be “bankified” regardless of whether you’ve been a student, a researcher, a marketer, a financier, a lawyer, an accountant, or anything else.
• Optimal structuring – You’ll learn where everything from Education to Work Experience to Activities should go. Regional badminton champion? Stamp collector? You’ll find out where those should go, too.
• The 3-point structure to use for all your “Work Experience” entries: simple, but highly effective at getting the attention of bankers.
• How to spin non-finance experience into sounding like you’ve been investing your own portfolio since age 12.
• How to make business-related experience, such as consulting, law, and accounting, sounds like “deal work.”
• How to avoid the fatal resume mistake that gets you automatically rejected . Nothing hurts more than making a simple oversight that gets you an immediate “ding”.
• We only work with a limited number of clients each month. In fact, we purposely turn down potential clients in cases where we cannot add much value. We prefer quality over quantity, and we always want to ensure that we can work well together first.

FIND OUT MORE

About the Author

Brian DeChesare is the Founder of Mergers & Inquisitions and Breaking Into Wall Street . In his spare time, he enjoys lifting weights, running, traveling, obsessively watching TV shows, and defeating Sauron.

Free Exclusive Report: 57-page guide with the action plan you need to break into investment banking - how to tell your story, network, craft a winning resume, and dominate your interviews

Read below or Add a comment

199 thoughts on “ Copy This Investment Banking Associate Resume Template to Break In As an Associate ”

Hi Brian, Thanks for the template, highly appreciate it. After nearly 2.5 years as an M&A Analyst (Europe, Mid-Market), I only have two successfull transaction so far (a buy-side and a bilateral transaction). However, I have quite a nice list of buy-sides (6) where our client ended up as a runner-up and I also have 3 stranded sell-sides that were pulled just before entering the market.

So my question would be, can I write about those buy-side mandates I worked on and where my client (without disclosing its name) ended up as a “runner up”/came close but just lost at the end? e.g. “Advisor to the runner-up during the sale process of [Asset X/Company Y] (EV: c.[x])”. Or is this an absolute no go? Would use the CV to apply at a BB or mid-market PE.

Thanks in advance!

Yes. But I wouldn’t write in detail about every single failed M&A deal – maybe pick the best 2-3 to expand on and use less detail for the others.

I was trying to contact through the “contact me” form on your coaching service page for some personal questions. But I can not send the inquiry. Can you please suggest how I can get in touch please?

I just tried the contact form, and it seemed to work, but if it’s still not working for you, please send a message to [email protected]

Thanks Brian. Sent. Addressed to Nicole.

For the transaction page – do you think it makes sense to just list all transactions that one has worked on instead of highlighting a few?

A senior associate / junior VP should’ve worked on way more deals than what’s included in the template, and major transactions can be highlighted in the resume (first page) anyway

I don’t think it really matters, but you are taking a risk if you list every single transaction because they could ask you anything about any of them. If you limit the set of transactions to the ones you know best, you can answer interview questions more easily.

I have a question am graduating in May 2021 with MBA focus in finance. I’m interested in moving to investment banking . My previous work experience (accounting) is not in banking and am wondering how I can write my resume to apply for Associate program Investment banking Associate. Please advise how I can tailor the resume

I would recommend using some of the tips in these articles:

https://mergersandinquisitions.com/breaking-into-investment-banking-accountant/ https://mergersandinquisitions.com/audit-to-investment-banking/

Thanks for this post. I’m a seasoned sales and marketing professional with diverse client facing experience across the Consumer Goods and Financial Industries with big ticket multinationals. I’m currently looking at transitioning to a IB role with a PE Focus. How do you recommend i execute my job search? Would you recommend writing the CFAs as another way of breaking into this field? I’d appreciate your feedback. Thank you

I would start by reading this article: https://mergersandinquisitions.com/how-to-get-into-investment-banking/

Because you probably don’t have a realistic path into IB without completing an MBA first. And if you already have something like 10-15+ years of experience, it may not even be possible with an MBA.

I received a ~50% scholarship for university, which I graduated from about 6 months back. If I am now looking for IB roles, do you think I should still include that on my resume?

Makes sense, what about cum laude honors?

You can include whatever you want as long as it fits, but the real question to ask yourself is, “Does thinking about this or asking someone on the internet improve my chances of winning a job offer?” And the usual answer is no. Focus on your current work experience, networking, and be prepared to wait if hiring remains frozen for months.

I have 2 years and 7 months of work experience, in customer services & mobile banking and research at financial services company. How to tailor my CV to match investment banking. Also have an MBA degree in finance & banking.

Thank you and regards,

I can’t really say without knowing what you did in those roles, but you should try to position each project as some type of client interaction or business advisory where your actions led to higher revenue, more market share, or something like that.

Which is the best for applying to lateral analyst positions?

The Full-Time Investment Banking Resume Template

I had an equity research summer internship last summer, and I wonder if I am able to tweak the below responsibilities in my CV:

1) I was responsible for translating a research article on a national airline written by a senior analyst. To properly translate it, I read several research articles in the aviation industry and discussed with the analyst to learn about the source of articles she used to write the research piece. Therefore, as I know all the source and how she constructed her research, should I tweak it and say in my CV:

Researched several articles in the aviation industry, contributing to the final research article on a world-leading airline

2) I partially updated and modified the 3 statement financial model and DCF model on an old excel financial model file of a leading construction group, in order to extend the forecast further in the future. I was instructed by an analyst on how to do that, I and was told by him how these models work. I wonder if I should tweak it and say in my CV:

Built 3 statement financial model and DCF model for a nation-leading construction group

Yes, those sound fine.

Really helpful article! Thanks!

Should I include a short summary in my CV if I will apply for a spring internship?

I have a question regarding Investment Banking Analyst resume. I might have a potential entry into IB through networking but my background has been in Audit and Reporting (I am a CPA). I am trying to tailor my resume and am wondering which template to use.I have looked at quite a few templates including the ones on this website and was thinking of using something similar to the template in this article. What template would you recommend? I have been out of school for a while and I am experienced.

Then you should use this template. Really, the template doesn’t matter that much; the most important point is how you present your work experience and spin it to sound deal-related.

I read in an old post that GPA is not needed on the resume if you have+2 years of experience when applying for senior analyst/associate roles in IB. Do you think that is still the case? (no MBA education)

At some level, GPA becomes less important. No one really cares about an MD’s GPA if he’s bringing in $10 billion deals on a regular basis. Two years into the job, GPA still matters to some extent, so you probably need to keep it.

I am an economist (Ph.D.) who has been working in finance for the past three years. Mainly in risk (market, credit, etc.). I am interested in perusing a career in IB. As a career changer I would appreciate your advice given my background.

It will be almost impossible to get into IB from that background. See one of these ideas:

https://mergersandinquisitions.com/too-old-for-finance/

Hello! I was just wondering about a gpa roundup question, I know there is an article on it, but wanted some more assurance.

I have a 3.48, is it okay to round this up to a 3.5?

At my institution the finance club and everyone seems to always tell me, NEVER round up or round GPA? Can you please provide me with your thoughts and what you think of this? Thanks!

Yes. If people claim that you cannot round up a 3.48 to a 3.5, these people have mental problems or are trying to sabotage you. If the bank wants your full transcript, let them ask for it… no one will spend more than 300 milliseconds thinking about why you rounded a 3.48 up to a 3.5.

I have been working in a financial consulting for past 8 years and have recently completed my law. Law had always been my forte and finance my passion. Now i want to break into M&A or IB. What kind of roles can I go for? And how do I approach this?

Please see:

https://mergersandinquisitions.com/law-school-to-investment-banking/

I have currently been working for the past 2years for one of the major oil and gas companies and now looking to move into the finance world. I am looking at utilising my experiencing of the industry to provide some technical expertise to aid investment decisions. I am unsure where to start looking ? Would you recommend that i undertake an MBA to pursue this career path?

You will most likely need a pre-MBA internship combined with an MBA to move in… or perhaps get lucky and find an equity research team or IB team that wants specialized industry expertise even if you don’t yet have an MBA:

https://mergersandinquisitions.com/oil-gas-investment-banking/ https://mergersandinquisitions.com/investment-banking-calgary/ https://mergersandinquisitions.com/mba-investment-banking-recruiting-process/ https://mergersandinquisitions.com/mba-investment-banking-recruiting-process/

Your best bet is to reach out to such teams and see if they want more of a finance background first.

Hi, I’m just wondering how should I include my intention to complete a MSc in Finance after my undergraduate degree on my CV? I want to make it as clear as possible however, graduate schools have not released their offers yet and as a result I am lacking the info required to make it stand out. As of now all I have is: “Upon completion of my undergraduate degree, I intend to complete an MSc in Finance in one of the EU’s leading universities” Many thanks for your help.

Please see our response in the other article where you asked this same question (You shouldn’t list much of anything beyond your suggested sentence until you get admitted somewhere)

Hi Brian, I have seen some of your videos and i have really enjoyed learning new things. I am currently in my final year of engineering from india and i wish to pursue a career in finance field. I have given few exams side by side and have undergone few courses in financial field. I would really like to seek your opinion on 2 things. 1. How should I present my resume for a financial firm as i am a fresher and with have only the basic knowledge of the field. 2. Does masters in finance require any prerequisites.

See: https://mergersandinquisitions.com/investment-banking-resume-no-work-experience/

Master’s in Finance programs usually just require an undergraduate degree and standardized test scores (usually the GRE, sometimes others)

I am currently a M&A analyst but we have not closed a single deal since i joined last year. The furthest in the M&A process was only to write an information memorandum. I have also did market research, company profiling, 2 pitchbooks, teasers, 1-2 models and several comps.

I would like to seek your opinion on how I should write my experience in my role as it seems sketchy.

I’d just say something around the lines of “Conducted market research, drafted pitch books, prepared information memorandum, and built financial analyses such as [DCF, public comp]” I would not worry about not closing a single deal as long as you can talk about what you’ve done.

Brian, Nicole, Team,

First and foremost – thanks for your help in the past. Your prep materials had helped me land an EMEA IB internship with a bulge bracket bank in 2012 which I converted to a full time starting in 2014. Prior to IB, I did my MBA from a tier I European school.

After a year and a half, I am planning to pursue opportunities in buy-side (mid-cap PEs) driven by 1. ability to be able to work on more transactions (than pitches) and 2. improved work-life balance. My banking experience has been largely dominated by pitches so far and as I begin working on my resume to start applying, I would like to check, 1. How can I meaningfully present my pitching experience to an employer (if possible without boring them to death) 2. Can I provide references to transactions I am presently working on, which are not public, on a no-name basis 3. Is there a preference with employers between M&A and IPOs? My transaction experience (incl. ongoing) so far is only with IPOs

Another reason for moving to buy-side is that I also eventually hope to move on from a purely financial role to an operational role where I can help improve performance of portfolio companies. In your vast experience, is this something you have seen happening often? What impediments do you think I would face in achieving this objective.

Many thanks in advance, BS

Thanks, glad to hear it.

1. Maybe position each pitch as a “pending deal” and describe the transaction rationale but act like the deal started and then never went anywhere. That sounds a bit better than just admitting they were pure pitches.

2. Yes, just describe the industry and give a rough revenue or market cap for each company.

3. For PE, M&A is definitely preferred. But if you have only IPOs, you’ll probably have to use at least 1-2 IPOs. But see if you can include M&A pitches and position them as “pending deals” as well.

Sometimes people move into operational roles, but companies will be skeptical if you’ve never had operating experience before, and they might not be sure what level to bring you in at… so you should try to get *some* type of operational experience, even if it’s informal/consulting-type work or advising a friend’s company or something, before you move.

Thanks for the insights and experience sharing. I am from Hong Kong and currently a dealer of both local securities and global futures. I have just over 8 years of experience in local securities and just around 6 months for global futures. Also I have over 10 years of trading my own stocks. My education background include a Master in Accountancy and MBA and studying for the CPA as well. My current job have some exposure in writing research reports (mainly daily market reviews) using Bloomberg and other channels. I am very much interested to become Equity Research Analyst. Your insights gives me some hints and it would be great if you can provide some more specific hits for my specific situation.

Thanks a lot and keep in touch =)

Alvin (BigAl)

Perhaps you can work in research for a boutique bank in HK? I think you have decent experience to reach out to people in the industry and see what opportunities are out there. There should be quite a few as certain banks maybe looking to build their HK/China research divisions, but I am not 100% sure

Thanks a lot for the template! I’m currently working in Audit (Big 4) in the UK and applying for Corporate Finance/Transaction Services jobs. Two questions:

– Is there a way to make audit work Project-centric? Before Big 4 I used to work as a Business Analyst and it’s quite easy to quantify what I did. I’m struggling with audit though beyond standard ‘carrying out audit from planning to completion’. Also, should I include something on the clients I’ve audited? I’m in asset Management, so I’ve worked on BlackRock, UBS etc but I’m not sure if I can mention them by name?

– where should I include accountancy qualification/CFA as a lot of CF job specifications mention it ( at least in the UK)

Thanks a lot!

1) Yes, you can just write about specific clients you worked with. But you’d have to pick more unusual engagements or ones where something out of the ordinary happened or they would ll look too similar. Yes, definitely mention clients you’ve audited and leave out the names if you write something sensitive about them.

2) If you have enough experience to list CFA after your name, list it at the top; otherwise include it in your section at the bottom on Skills and Interests.

Thanks a lot for your help Brian!

One more thing i just thought about – I was involved in the audit planning on a small client in my first year – this is something normally reserved for 2nd year and above but I’m guessing someone who’s never been involved in audit won’t know what the big deal is. Should I add short explanation? Perhaps in the brackets? e.g

– involved in the audit planning on XX engagement (normally reserved for 2nd year associates)

Thanks again,

Yes this can potentially help. I don’t think its necessary, but if you want to leave it on there it maybe useful

Hello, looking to break into IB from the S&T side (specifically FX sales). I can spin specific client examples into “deals,” but is it okay to actually mention the client’s name? Or do I just mention “Fortune 500 Company” then explain what I did? Thanks!

If it is not confidential yes you can include the client’s name.

Thanks for the article, very helpful indeed!

I’m looking to break into IB from a China angle.

British 22 year old, Business undergrad first class degree, no solid finance we, currently studying a masters in International Business in China (studying in Mandarin medium- conversationally fluent in Chinese Mandarin).

Any thoughts on how I could play my ‘China card’ to land a IB job?

Are you looking to work in China, or somewhere else but leverage your experience there? If you want to work in mainland China, it will be very tough but this article may help:

https://mergersandinquisitions.com/private-equity-china-foreigner-recruiting/

If you’re looking to work somewhere else such as HK, your knowledge of the language could be helpful but to be honest they’ll almost always prefer local candidates. So the best way to use that background is probably to return home and use it to sell yourself as “more interesting” and someone who can work with Chinese / other Asian investors interested in acquiring companies and assets in Europe.

Thanks for sharing valuable tips.

As a recent MBA graduate, I would like to know if it is advisable to include MBA finance & consulting projects in the resume because of the following reasons:

1. I do not have finance related pre-MBA internship 2. My professional experience is related to trade and investment development, with some degree of due diligence involved. 3. Since I have been working for a single company thus far, I do like to add variety and various experience to demonstrate the breadth of my skills and experience, in order to break into IB/PE or mgmt. consulting

I would greatly appreciate your input and feedback.

Yes I’d include such projects.

Hi, I am working as assistant controller for a Private Equity firm and interested in switching to deal side. I have no investment banking experience and my employer only hires experienced associates. Any suggestion how to convince my current employer to change my role or apply for positions at other PE or Transaction Advisory firms?

This article should help https://mergersandinquisitions.com/back-office-to-private-equity/

I may go back to a top business school. https://mergersandinquisitions.com/private-equity-recruiting/

*Favorite topic alert*

I saw the FAQ regarding (gulp) GPA rounding, but wanted someone to weigh in on more specific situation – have 1 more semester left, and given classes, GPA should easily be 3.5 (3.45+ then rounded) upon graduation. However, recruiting is before semester will end, and current GPA is 3.401. Would it be unethical/wrong/too risky to write GPA as 3.5?

Tough one. If you’re certain you’ll get a 3.5 I’d write Expected GPA: 3.5 For the application, you can still fill in 3.5 but it can be risky if they ask you for documentations at this stage. However I wouldn’t worry too much about it for now. A 3.5 may prevent you from getting dinged, though there’s a slight risk.

Thanks, Nicole. Wanted to update – just double-checked, and GPA is actually 3.41. A little closer to the 3.45 I need, may make it more acceptable to round. In my experience, few places ask for transcript to verify. Looking at only the banks that don’t request transcripts, they won’t verify GPA during background checks?

That depends. I can’t say. 0.1 isn’t a big difference so I wouldn’t worry too much about it, though there’s a risk this may come up.

Hi, With a BSc in computer science and a masters degree in IT with innovation and Management Studies, coupled with 3 years work experience in retail, IT and charity industry. How do u suggest i break into the technology section of an investment bank.

Also which particular CV type and Cover letter format do you advise I use because i noticed none of the ones you posted has an executive summary.

I’d apply online and email hiring managers of technology divisions at banks.

You can still use our template format for technology roles. We don’t recommend clients using executive summaries on their resumes to preserve space (unless you have 10 years+ of experience); your work experience should give people a snapshot of your past, without needing to insert a summary section. In most cases you can use your cover letter to give them a snapshot of your skills.

Hi I am a recently graduated (September 2012) in mechanical engineering and I have started working immediately after graduating in an engineering consulting firm. I work as a technical advisor on Project Finance transactions. Although many of my clients are investment banks, I don’t have the actual experience they look for (financial modelling, etc.). I have been applying to tier 1 IB for a year now, and never got an interview! On the other hand, when I apply to engineering companies (blue chip) I often get an interview. Therefore my skill set must not be that bad. Do you have any advice for me? I am trying very hard to get a position in IB (M&A, ECM or Project/Acquisition Finance), sending applications practically every day. I am considering doing an MSc in Finance or an MBA (the latter will have to be at least next year due to the 3+ yrs experience requirement), but would these qualifications secure me a position in IB? Will I be too old? Have I missed the boat? I regret not have applied to internships when at Uni.

Perhaps your experience is more “palatable” to engineering roles. You may have to gain relevant finance experience to rebrand yourself. An MBA or MSc in Finance can help you retool yourself and open you more doors, though I wouldn’t say it can secure you a position in IB. Since you’re a recent graduate, no you aren’t too old

Good news Nicole, I have an interview with Rothschild!

Congratulations and good luck!

I have probably read over 20 articles on this site and honestly, I really appreciate the efforts but sometimes get confused with conflicting opinions I read. My questions:

1. Can someone get into IB/PF/HF without any, ZERO, financial modeling experience? I am more than willing to learn the skill but need some guidance on what to read or maybe look into a good book. Till then I am curious to know if I can break into this space.

BACKGROUND: An IT Business Systems Analyst who has done a lot of management and technology consulting for Banks and Software firms. I currently make $90k base + benefits.

1. I think you maybe able to land an internship at a 2nd/3rd tier IB/PE/HF without finance experience with lots of hard work and the right positioning. However, getting a job at an IB/PE/HF, especially as a credible firm, can be more challenging because you’ll be competing against many candidates who have had solid experience (yes financial modeling experience too) in this area. What you can do is to network a lot, and hone your modeling skills.

You may want to check out: https://mergersandinquisitions.com/investment-banking-networking/ https://mergersandinquisitions.com/investment-banking-networking/ https://mergersandinquisitions.com/investment-banking-networking/ https://breakingintowallstreet.com/ – if you want to hone your modeling skills

Hi, have been in trading for 3 years and im a degree holder from e&e engineering.would you please advise on how to break into ib? Currently have cleared cfa level 1 as well. Thanks

The articles below should help! https://mergersandinquisitions.com/getting-a-finance-job-from-engineering/ https://mergersandinquisitions.com/investment-banking-engineer-no-finance-background/

I am an Engineering Graduate currently working in IT industry. Am very much interested in a career in Invest Banking but i don’t have any relevent experience. How can i work for this? or is it mandatory to have MBA for such a career?

Depends on how long you’ve been working… MBA is more necessary if you’ve already been working 5+ years. Please see:

https://mergersandinquisitions.com/getting-a-finance-job-from-engineering/

https://mergersandinquisitions.com/investment-banking-engineer-no-finance-background/

https://mergersandinquisitions.com/investment-banking-resume-no-work-experience/

Thanks for this – very useful! Quick question: at what point is it OK for your CV to spill over 1 page?

When you have > 8 years of experience. It will still be good to have an abbreviated version of your version then too.

I’m working at a bulge bracket through a temp agency and want to update my resume. On my resume, I would rather list the BB as my employer even though technically I’m employed by the temp agency. Do you think this is something I could get away with?

Are you working for the bulge bracket then? What are you doing for them?

Thanks for the useful info. Do you have a template transaction list?

It’s on the 2nd page of the templates above…

Thanks for consistently putting up such great information. I have two years of work experience, currently as a management consulting analyst, and a BBA in Finance from a prominent mid-Atlantic school. I am wondering how much detail I should include from my internship experience on my resume. I worked on a lot of banking-friendly projects so I’d like to include them but don’t want to go overboard.

P.S. My resume is here so you can see what I’m talking about (personal info redacted).

http://www.razume.com/documents/28077

Thanks again!

If you’ve already had 2 years of work experience, I personally wouldn’t go into details re your internship experience. We only review resumes of clients who purchase our resume editing services due to time constraints.

OK, thanks a lot!

P.S. Would you include these on the resume at all (i.e. as one line with a description) or leave them off altogether?

These as in?

Sorry, as in the internships. Thanks.

Yes listing work experience will help

Would you include a personal statement at the top of your resume which sums up your core skills and attributes or is it pointless?

I know it’s done quite frequently in the UK but not sure if it’s viewed to be effective.

No, unless you’re very senior with 10-15+ years’ experience

Hi i am an engineer with 2years of experience in project management and now i am trying to apply for a Financial Analyst position, but i don’t know how to modify the objective in my CV to be effective and suitable with my new job.

Currently my objective in CV is:

Occupies a project engineer position with leadership responsibilities including problem solving, planning, organizing, managing budgets and keeping costs under budget. Am confident I can move into Project Management based on being a Project Engineer with around two years of accomplished project management experience with experience speaking at conferences and conducting public presentations

As you can tell from our sample templates, we don’t advocate having objectives there

Any advice for someone who has work experience in banking but in back office, and wants to transition into becoming a trader or investment banking. Should I just follow the articles already written.

Also what are your views on the CFA program and where should I put it on my resume.

If you want buyside/ER/equity sales roles, a CFA is useful.

CFA isn’t too important if you want to be a trader/Ibanker

If you want to transition into trading/banking, http://blog.guykawasaki.com/2006/11/the_venture_cap.html

Why do most people seem to not mention the name of a client when describing a project on their resume? For example, it always seems to be did _____ for Fortune 500 gas company, rather than did ____ for Chesapeake Energy.

Because some details are confidential or some just don’t want to disclose such details on their resume

I am 12+ years experienced IT professional and have worked for Investment bank through a consulting firm in the initial stages of my IT carrier, but since then I have been working in Telecom sector for 9 years. Is there anyway I can re-enter the investment banks? I am working as an IT Program Test Manager. Can some certifications help? I have tried applying to most of the Investment banks opening on same level but the employers always ask for recent Investment banking experience. Please guide.

thanks & regards,

Honestly your experience isn’t relevant and you may be too old to break in. Below article can shed light on your case: https://mergersandinquisitions.com/age-investment-banking/

Thanks Nicole, I will push the door open as a VP. :) regards, Piyush

Just curious, how do you incorporate the summer analyst experience into your resume?

Especially when not listing companies since many deals have not closed.

I am an engineer and working with a reputed MNC for 4 years now. In this time span, I came to know that even engineers can look for a career in finance domain. I started preparing for CFA and cleared CFA level 1. I have given CFA level 2 this year and awaiting its result. I really want to get into Financial Research and Analysis but not able to find any way through. Please guide me on this.

Thanks, Malay

This may be of interest to you: https://mergersandinquisitions.com/getting-a-finance-job-from-engineering/ I’d start compiling a list of company and contacts you are interested in and cold calling people https://mergersandinquisitions.com/cold-calling-investment-banking/

Just a question, i am currently working as a financial analyst at a Hospital (reimbursement). At the same time i am doing my MBA in accounting but i get to get into IB. Should i change my major to finance? i am only in my second semester.

Also what is the best website to search for IB jobs? i’ve been using indeed.com

Sure if you want to

The banks’ websites. Glocap is a good site I think

Hi. I got a unique entry into IB. Started off in the business development team as an Associate supporting in originating new business. Developed fair level of knowledge of how transactions are executed. As I grew in that role, I became a relationship person who overall managed the transaction coordinated with all the parties involved.

Then finally, I pursued a more extensive deal execution role, where I was leading team of analysts and associates to execute transactions. There I too did lot of ground work on preparing models, IMs etc. At the same time also did term sheet negotiations and pitching for new business.

Want to get your views on how should I really reflect this in my resume since in IB people get to the origination and sales side at VP and above levels. Specially in context of the resume template you have shared for experienced professional.

Thanks Parag

Focus on your deal and project experience. Also focus on how you sourced deals and becoming the main coverage person – I think this will make you stand out

Hey I have a question. I have an offer to work as an analyst in consumer banking at Citi. Ideally I’d like to go back and get my MBA and work in their investment banking division. Any advice?

If you don’t have other job offers and you can deal with that job, take it and see where the job leads you!

hi, im trying to apply for banking job… probably personal banker rather than teller… at the end i want to go to manager level but im having hard time writing the resume with no experience. would you be able to help me out?

Think you should just follow the template we provided. Other than that network & try to get more experience

doing bachelor in chemical engineering. I have done internship with engineering firm but I realised that chemical engineering is not something I would like to pursue in the long term. Would like to make a switch in finance. Pursuing CFA level 1 this year. I would like to ask if it is recommendable if I pursue master of finance straight after college? or should I search job in the finance-related field? and what kind of jobs should I be looking for? thank you for the advice.

I think you should look for a job in finance if you can. You should look for finance roles that interest you.

https://mergersandinquisitions.com/investment-banking-masters-programs/

Hello guys, I’m applying for S&T positions (couldn’t find a S&T template!) and just wanted to ask how should I put my day-trading exp on my resume? I had 2 previous jobs and in between day-traded for a year. I felt that it might look weird if I had a gap on my resume, so now trying to figure what I should put on. Here’s my story. I first started off as a FX trader for a year at a top commercial bank in Asia of which 70%+ revenue comes from FX. I did pretty well but decided to trade my own capital as at the bank I was only allowed to take the slightest if any risk. I moved to equities and started day-trading for a year and was killing it until my father got cancer, where I had to pull out my capital for his surgeries. Without capital I couldn’t daytrade no longer and returned to a salary-job.

Q1. Should I or should I not include my 1-year trading gig? I think I have a story and my P&L was pretty great. Q2. What sort of details should I include?

1. Yes. 2. Details of your portfolio size, returns, strategies, stock picks. Details of why you returned to salary-job – brief one liner will do. Details of your salary-job.

Great site! I am a 2nd year grad student at a “top 50” b-school with 5 years of experience in retail banking and 2 years in PWM. I did not land an internship this past summer yet I am very interested in working at a bulge bracket in NYC.

What are my odds? Am I being realistic or should I pursue a second tier/boutique firm?

You should pursue a second tier/boutique; do continue looking for jobs with BB but cast your net wide. Not sure what area you want to work for, I’d also focus on asset management / PWM because of your previous experience.

Would you this template for internal transfers? (ie ECM in one country to say Banking in the other)? Thanks

Yes. Focus on the transactions you have been involved in and the skills you have gained in such transactions which pertains to banking in that particular country you want to move to. In the case of internal transfers, while your resume matters, you should focus more on networking and impressing the group you are trying to switch to.

Hi, these are phenomenal templates, but I have kind of a weird situation with which I need some advice. I am currently a financial analyst at a fortune 500, but it does not really have anything to do with IB. It is sort of a hybrid between corp. finance and accounting. I graduated this last spring and I have only been with the company for about 3 months, and I just now decided I want to switch to IB. I have interned at the same fortune 500 before and a have held an internship at a commercial real estate firm where I performed valuations and presentations. My background is in finance and economics for undergrad. A position just opened up at a boutique I-Bank I’m interested in and I am wondering whether or not I should even list the position I currently hold in the resume I submit (since it is such a short time period), or if I should just exclude it and apply as a recent graduate. Thanks.

Yes you still need to include it even if it’s just a line.

I reaaly wish I had found this site earlier!

Hi, you have a nice informative website.

i am a commerce graduate with 10 years of experience in financial services and contact centres handling small teams.

i have now passed mba (banking and finance) from uni of wales and would like to start working in a bank in UK from entry level positions. how can i get a break quickly, any tips you have for me to succeed? many thanks.

https://mergersandinquisitions.com/investment-banking-networking-london/

For the job I am current working on, should I use past tense to describe the responsibilities or should I use present tense?

Use past for everything

Dear M&I,

Thank you for your website. It contains lots of very good information regarding the industry.

I need your thoughts here, please. I have a Bachelor of Science degree in Mathematics, and about 7 years of work experience in market risk management/financial engineering/quantitative finance in top Investment Banks here in Canada – TD Securities, RBC Capital Markets, CIBC World Markets and Scotia Capital. I currently work for the global leader in financial engineering software where I am responsible for expanding the modeling capabilities of their flagship platform to support exotic derivatives and other instruments.

At this time, I am making the move to PE/VC. I am already enrolled in an Ivy League MBA program (EMBA – thus, I do not have to quit my job). My hope is the MBA will facilitate my career change.

Please, I have 3 questions for you:

1) If my goal is to get into a PE/VC firm with a focus in Emerging Markets, what possible routes can I take? I am African and my ultimate goal is to head a PE/VC firm back home in Nigeria or start my own. I am also open to relocating back home within the next 2-3 years. I currently live in Toronto, Canada. But I am prepared to seek employment in the US, if necessary.

2) How can I learn modeling/other required skills on my own? Any courses or materials that you can recommend?

3) How can I sell my profile (work experience + education) to a prospective PE/VC employer?

Thank you very much in advance for your response.

1) You do not have much of a chance of getting into PE/VC unless you worked in something more closely related like IB first, so at this point your best bet is to network directly with firms back home and hope that since it’s an emerging market and you have the background it will be easier there.

2) Yes, see the courses on this site on the right side.

3) You have the finance knowledge from previous experience + learned even more in the MBA program and you’re from the region originally – so you know all the local customs and ways of doing business + have the experience of working in a top finance market and a solid education.

Thank you very much!

Last question – Where can I find a list of PE/VC firms with significant interest in Africa?

Try to find someone who has Capital IQ access – otherwise you’d have to search around online and hope you find something.

Dear M & I,

Thanks for all your help all your stories are very interesting and quite amusing. Here is my dilemma I currently go to Texas A&M College Station and I am currently working in Stamford, CT for the summer working for AXA advisors doing PWM and learning financial planning. For next year I want to do a program called dream careers which gives you a guaranteed internship and housing etc. etc. Anyways my dilemma is that you can choose to either go do an internship in hong kong or new york. And these would be investment banking internships to note. The hong kong one would probably be with like societe general and the new york one is interesting because it does a week long investment banking class which teaches you investment banking stuff and gives you a Financial Analyst Trainee Certificate at the end of it then you work an internship with like a boutique investment bank. So my question is what would be more valuable to get me into the NY program with the week long program to get the certificate and do an internship or go to hong kong and get the international experience. Keep in mind im already networking in NY right now. this is the website to see what i mean if your confused http://www.nycinternships.com/ibanking/investment-banking/ Thanks for your help

P.S. which of these options would help me look better for a bulge bracket firm like goldman, jp etc.?

Same as above if you want to work in NY or US do the NY one

Do NY if you want to work in NY

thanks a lot m&i I appreciate your response. Just to clarify working in one location wont give me a better resume buffer to get into a bulge bracket firm correct?

Thanks for the template. I am from the UK, I have my 1st degree in law, i am a qualified solicitor and just about to finish my master in coporate law and finance. I have always loved to work in the bank though read law, i now want to move into IB with no work experience in banking, as an analyst, do you think i have a chance and do you think networking is the best way? I will appreciate your help thanks.

Yes, networking is necessary pretty much everywhere. You can still get in but you really want an internship or other work experience first.

Great site,

I am MBA in finance and had 2 years exp in corporate action processing which is IB exp before MBA but after my Bachelors and 2+ years exp in claims administration during my MBA studies

At the moment i m stuck in CV template, can you kindly recommed me about which template to be used for sound response for employers

Quick response will be highly appreciated,

Use the MBA template

Just wanted let you know how much I appreciate your resources.

Some of my questions may some what overlap from the above, but would still appreciate your insight as I haven’t found anything specific to accountants yet.

Background: I’ve interned and am working full time at a big4 accounting firm (for about 2 years) and just recently qualified as a CPA. I’m in the audit practice and most of my experience comes from being exposed to the audit side of the transaction activities – e.g. M&A’s, Goodwill Valuations, DCF’s, Due Diligence, etc. I’m also heavily responsible for managing staff and client relationships. On the side I am also a part time instructor for senior level accounting courses. I come from a “non target” university.

Questions: With the basis that I will be “spinning” my resume as much as possible to suit investment banking purposes:

1) Should I be using the full-time template and hone in specifically on the transaction activity audits 2) Should I focus on my “deal” pitches on winning new clients and managing staff? 3) Should exceptional performance awards from the firm be avoided? 4) Where should my designation be ranked in the Resume? My GPA is what is considered “average” but my performance on the professional exams were first decile. Should I put the professional exam rankings? And is GPA# mandatory, can I just put the “bucket” – e.g. summa/magna cum laude? 5) Though not entirely transaction services oriented, but would you suggest mentioning service presentations, dealing with Boards and Senior management on complex accounting issues? 6) Props to Breakintowallstreet for the excellent technical videos. Should I be mentioning that I am knowledgeable in modelling and where should I put it? I would likley integrate some aspect of it in my experience above. 7) Should I include my current part time lecturing at the university?

Ultimately, the aim I’m trying to get to is to be relevant to analyst/associate responsibilities (e.g. modelling, pitchbooks, management discussions) but not sure of the weighting

1. Yes. 2. Try to have 1-2 on winning clients and 1-2 on deals, managing staff is not as important. 3. Maybe spend 1 line on it. 4. Just list it in your summary bullets for the work experience entry, your GPA you can leave off if you’ve been working full-time for 2 years unless they ask about it in which case list it in Education at the bottom 5. I would not focus on it unless you made your firm a significant amount of money by doing that or something similarly impressive. 6. If you look at the FAQ on BIWS there are a few examples of how to list this under the “Financial Modeling Programs” category. 7. Sure but don’t focus on it maybe just 1-2 lines

Thanks, much appreciated

Under the experienced template, you have sections via project and client. Can I blend them?

For private clients, is it advisable I put the industry and a significant metric?

Privately Owned Real Estate Investment and Management Companies (Assets of $6B)

Yes that’s fine

Love the site. Quick question. I’m still within my first year of professional work experience after undergrad and recently made the mental decision to start looking to go into capital markets / ibanking. I’m currently working for a big 5 consulting company – consulting on new product development in the banking industry in NY. Although my experiences are more focused on IT management and very little on finance / banking – what would be the best over message to send in a resume going to a hedge fund / ibank / boutique firm?

Thanks so much,

There are some tips on consulting –> finance here: https://mergersandinquisitions.com/consulting-to-investment-banking/

M&I, Thanks for the valuable info on the website. I am an MBA in Finance with graduation degree in engineering. i am working in retail banking for almost 3 years and want to move into private or investment banking now. Can you please suggest how to move ahead with my progression and what are the special skills required for it? Thanks SK

If you already have an MBA all you can do is network aggressively (look under Recruiting at the top of the page) and focus on very small firms. It will be tough with 3 years experience in retail banking and an MBA already – probably easier to get into PWM rather than IB.

M&I, I would like to thank you for saving me countless hours of boredom here at work. Absolutely love the site.

My question to you all is this:

I graduated from college in December with a finance degree and an accounting degree, both with mediocre GPAs. The first round of interviews I got were for consulting and accounting jobs (were mediocre wanna-be bankers such as myself go to die.) The mistake I made was taking the first job offered to me which has turned out to be a complete bust. It’s not that the work is completely a waste of time I am keeping my excel skills sharp and learning some good real world life lessons in the world of finance (I suppose?) My contract with this hell hold of a company goes for 1 year however I am pretty dead set on getting out of here in 6 months. So, if I ” resign” in 6 months and leave how should it be treated on my resume? The projects I am working on will add a value to my resume and I have learned valuable life lessons about taking a job for the money instead of fit. Should I leave it off my resume or just put down what valuable things I did and tell them that I resigned due to not being a good fit? (Or not say anything at all unless it is brought up)

Um definitely still leave it on your resume, otherwise you will be lying / making it seem like you did nothing for 6 months. Just write what you did and don’t even address why you resigned on your resume, if it comes up say you weren’t a good fit.

Hi, I am an MBA student with Finance major at one of the 2-tier universities in US. I have a bachelors degree in Computer Science and 1-2 yrs of experience in IT and Finance. but the bitter truth is that i lack the required IT skills. I am about to complete my graduation now and worried about the job opportunities. Although i have dual knowledge of IT and Finance, i am unable to creatively prepare my resume due to lack of experience. hence i have decide to include the projects that i worked on during my MBA course which includes many Financial skills required to find an entry level job position. I have also include my research assistant experience gained on-campus and 3 months of Internship experience on my resume.

Have i made the right thing by including the graduate projects and work experience mentioned above? what other changes should i make in my resume?

Thanks, DJ.

Sure that sounds good. I would focus on IT if you want to go for IT jobs but finance/business for finance/business jobs… so I think you’re on the right track.

Hello Brian,

First, I think this is a great website!!

And on to my question.

I’m searching for opportunities in IB, although I’m currently working in a non-finance industry post-MBA. The problem is that the only experience I have close to IB is my 3 month full-time summer internship and 4 month part-time with a small boutique in NYC during my MBA.

So should I focus on presenting this experience in my resume even though it was only internship? Will the bankers even consider this as experience?

Yes still focus on that experience even though it consisted of internships.

Hey great site + materials.

I’m wanting to find an elegant way to cover a very recent promotion to VP on page 1 of the experienced hire template, while still showing the depth of experience gained at senior associate level.

I also want to keep 2 other roles for previous employers on my first page, therefore this page would be getting quite cluttered if I tried to put all 4 roles onto one page.

The two options i’ve come up with are 1) show only the VP title under my current employer, and footnote the time of appointment and previous role for the employer (I would also move the time period by each title to align with the employer not the title); or 2) keep the format of having a set of bullets under each role, discussing the responsibilities my new role only briefly.

The first option looks much more tidy, but wondering if you thought this approach was risky? I am technically disclosing everything, but could be accussed of presenting things in a slightly misleading way.

Would really appreciate your thoughts.

I would use 2 or it might seem misleading

I have a 3 years non-finance experience before starting my MBA. I also did two non-IB finance internship before MBA and now during MBA i am leading a team of 4 into the finals of a top Annual IB Case-Competition ,being judged by 2 BB banks in my country.

Would you reccomend using a mixture of ‘MBA-Investment-Banking-Resume-Template’ AND ‘Spin-Non-Finance-Experience-After’? So i devote 30% to two finance internship,30% to full time work-ex and may be 10% to the Annual IB Case Competition (should i write this competition at the top..? ,just below my education as you have done this in ‘Spin-Non-Finance-Experience-After’ template)

Yes. List the competition at the top in Education.

I was hoping to find a deal sheet template.

I have 18 years of experience in Corporate Development and recently left Nortel as part of the bankruptcy of Nortel Networks and looking for a new gig. I have completed 50 deals with a total value over $10.4B, and would estimate I have been involved in at least 300 opportunities. I would love to have someone contact me, and would like to have someone give some thought on how you can help me or for me to help you.

We don’t offer 1-on-1 consulting at the moment – I have also removed your phone # because 10,000+ people read this site every day and may see that. I would ask on WallStreetOasis and see if someone there can help you as this site is targeted at the entry-level instead.

I am a Chemical Engineering PhD with 2 postdocs (biofuels/biotechnology).. 5 months and 1 year each + some finance classes (4) from business school. I also have 1 year software development experience outside US. My questions are as follows,

1. Should I include research experience while doing PhD? 2. Should I include non-US experience which dates back more than 5 years? 3. Anything I can include being a PhD (publications, conference presentations)? 4. How postdoc experience can look “business”? 5. Can research experience in biofuels/biotech be leveraged in targeting “IB Analyst/Associate – energy/biotech” jobs?

Sincerely, AAA

See this section for what to do about research experience: https://mergersandinquisitions.com/how-to-get-into-investment-banking/

Honestly it will be really tough if you already have a PhD with 2 postdocs – you are 500x smarter than what is required of an analyst. I would actually downplay your education and target exclusively biotech / pharmaceutical boutique banks. Non-US experience is fine, it doesn’t really make a difference, the larger issue is that you’re over-qualified for banking.

Dear Brian,

Thank you for your advice. Do you think it is waste of time to look for associate position through networking?

Thanks, AAA

That’s all you can do at this point, so no – try it for a few months and see where it takes you.

Thanks Brian! I much appreciate your help. If I succeed I will send you a story or case study…just kidding!

Hey M&I, Awesome site, thank you!!

Some background: I have a First Class engineering (4 years straight masters) undergrad. As part of this I did one year of research for an external firm. The research was in Quantum Physics. I got the highest grade in the class for my research, it was later published, and the firm are pursuing it commercially.

I have been working for a top IT services provider on the business side for 4 years. 2 years as a customer relationship manager. 2 years as a financial modeler on muti million dollar engagements. This is similar to the modeling done in M&A (High pressure, last minute bid deadlines, long hours, requests for menial changes etc.). Some of the deals I have modeled have been FSS clients.

Some Questions 1) I am going for analyst positions as I think that’s where I’ll have the best chance. Do you agree?

2) Should I mention Quantum Physics Research under education, or under a separate “Company Name” given it was conducted commercially, but formed part of my undergrad?

3) Given my strongest asset (I think) is my undergrad, should I elevate this to the top, or leave it at the bottom

4) Should I spend more time on my customer role, or my modeling role?

5) Is it acceptable to use 2 pages in the UK – that’s what all other industries use here, but don’t know about IB.

6) Should I put my 2 roles I have had at the same company as separate “Company Name” sections or as separate projects?

sorry for all the questions. Perhaps some day I can repay your generosity!!

1. Yes but with 4 years exp. it will still be tough, MBA is probably a better bet.

2. Education

3. With 4 years work experience it would be odd to have Education at the top.

4. 40% customer 60% modeling

5. Not for IB unless you are a senior banker – stick to 1 page if you have less than 20 years of experience.

6. Don’t make separate Company sections, just include separate roles.

Hi Brian, Thank you very much for the very useful information. I have a question here. I am a second year graduate school student and I am a career changer. Before my graduate studies, I was a journalist. In the summer, I did a S&T internship. This semester I will be a teaching assistant for a finance course at my graduate school. How should I re-organize my resume? Should I emphasize my teaching assistant job or my journalism experience after my banking experience in my resume? Thank you very much!

I would devote 50% of the space to the S&T internship, 20% to the teaching assistant job, and 30% to journalism

Thanks for the Associate templates.

I am a second year MBA student (from a non-target school) with four years of IT engineering experience in the banking industry and recently completed an internship in corporate banking. I plan to transition into IB and am looking for an associate position.

I have completed CFA Level 1, am the president of the finance club at my school and also an equity research analyst with our student run Investment Fund. Will it be prudent to explain these positions in detail like you demonstrated in the undergraduate section? These are the major activities that I have undertaken to facilitate my transition into finance but you mention that these activities should not be given a lot of importance on the resume and this confuses me. How will I then demonstrate my interest in finance and specially in IB?

Thanks, Anish

In that case, I would devote around half of your resume to your pre-MBA experience and half to the student groups and activities you mentioned; activities would not be as relevant if you’re coming from a finance background already.

Thanks a lot for clarifying that. Anish

I’m an MBA student now, a year removed from undergrad (finance major, 3.1 GPA). I worked in a sales job (non finance) for almost a year after undergrad (also sold insurance etc for a few months). Without much financial experience, can I still list my undergrad GPA and Relevant coursework? I feel like I should mix/match the undergrad/MBA templates to push any finance background possible. I am pursuing jobs in the public finance/fixed income fields.

I also played Division I baseball for 4 years, and was wondering if that should be highlighted.

I will be attending a target school this fall for MBA. I have worked at an analyst level in a real estate PE firm in India before. I am interested in exploring opportunities in banking ( with maybe a different industry focus now) and so so was preparing my resume. I want to ask you if executed deals and potential deals have to be highlighted under separate headings or combined under the Transaction Experience?

Also will highlighting in the education section “emphases on finance and RE” have an effect if i get a chance to interview with a non RE desk?

I have cleared CFA 2 . Where do you think i should put it in the resume?

Thanks in advance. Sandy

You don’t need to list them separately. Listing RE on your resume may bias you a bit toward RE groups and away from others – maybe leave it out for non-RE groups you apply to. CFA Level 2 I would list at the bottom under Certifications.

Thanks a lot. Sandy

Just got a question, I got a Bachelor degree in Commerce (major in accounting)and a Master of Arts (interpreting and translation). As it does not have a close connection with Finance, do you think i should do a MBA or another Master degree in Finance or continue to do my PHD in interpreting and translation in order to get into investment banking..

Thanks in advance

Don’t do a PhD. Maybe go for a master’s degree in finance (see the related master’s degree and major articles on the site)

Hey M&I,

Great site. I just bought your networking ninja kit and put it to work at a JP Morgan event tonight!

I need your advice. I am a first year Master’s in Financial Engineering student with trying to get a summer internship in trading, portfolio management or asset management with no prior industry experience.

Earlier this year I started a small investment partnership with a few friends and our meager savings. Basically, we meet every month to discuss our latest investment research and how we should invest our capital. Even though I wouldn’t consider this anywhere near a full-time job, I am inclined to include this under “Professional Experience” on my resume. I am also thinking about leading with it to show potential employers that I have a serious interest in portfolio management.

The trouble is, I’ve got 4 solid years of tech consulting experience at a reputed firm (not an MBB) on my resume, which includes working directly for a CIO, so I’m not sure how to structure my resume to make the best first impression.

Should I include the investment partnership under professional experience? Should I lead with it or put it near the bottom?

Glad to hear it has been helpful. I would actually put the investment partnership at the top because it’s more recent, and then write about consulting below that – you may want to review this article for a tutorial on how to write about this type of experience:

I am a Marketing person with 7 years of work with MNCs and going to graduate from a top school in Europe. I don’t have any finance experience except some private investment account in Forex, Gold and a short course on stock valuation. I also have a long list of finance books that I’m going to finish reading by the end of the MBA. Should I mention all the above activities and reading list in the resume to assure IB of my strong interest in switching career and gain some advantage? Thank you for your advice. Thang

You don’t need to mention all of that but might be good to include a sentence or two.

I read your article but still can’t figure out in which resume category do I fit in?

I’ve 1.5 years of full-time banking experience as country manager and I’ll graduate in December in Msc Finance. Thank you for your advice!

If you’re still in school, use the MBA-level template – once you graduate, then you can use the full-time template here.

Thank you for the great templates. These are some of the most efficient and organized I’ve seen. For the university template, what do you think of linking to a website (my “professional” website/blog that my university encourages students to create and maintain) between the address and the contact information lines? Thanks again.

Personally I would not do it unless the material is both highly professional and highly relevant to the job search… outside finance that’s fine, but most financial services firms tend to be quite conservative.

I’m just wondering if the Full-Time Template can be used by someone not from Finance industry but planning to break into Finance?

As long as you’re out of school already it’s fine to use no matter what industry you’re in.

does an engineer with master in finance and no banking experience fits in the Full-Time Template? I mean, does it make sense to include job engineer experience at top before the education section?

If you’ve been working full-time, you pretty much need to do that – doesn’t make sense to put Education at the top unless you’re IN school right now.

Thanks for the full time template, it is very helpful. I have few questions regarding the template.

1. How would you put a client project (should I put client name or just Client 1 or Project 1)that you worked on per client’s request, even though my job as an analyst didnt directly bring in revenues,but the revenue was partly based on the work the analyst and our group did. I worked as a Porfolio analyst for a custodial bank in their oprations division, but I had direct contact with the clients and often worked on project (performed analysis such as impact on MV and performace on the Fund given a certain change in holding of certain securities)would you consider this back office position?

2. I was in the military and worked on several project, but have no name for them, should i just leave it as Project 1, or should i try to give the project a name.

3. I currently have 2 undergraduate degrees, from the same university but different campus (For example Rutgers University New Brunswick and Rutgers University Newark), should i put both degrees under Rutgers University or should I put it as two seprate entries.

Thanks in advance for your help.

1. I would describe the client by Net Worth, AUM, Industry, or something similar and write, “Portfolio Analysis for [Industry Name] Client”

2. For military I would not use the “project” format – better to just say what you accomplished overall. Too hard to describe with specific projects.

3. I would put them both under Rutgers – you waste too much space with separate entries.

Thanks for the Associate templates…I think they’ll be helpful in helping me craft mine.

I was wanting to know something…I’ve been at a boutique IB internship here for about a month now, and I’m helping close an M&A deal (and by that, I mean I’ve initiated and maintained contact with a potential buyer who’s also a personal connection from my prior job). Should I wait until the VERY, VERY end before I mention it on my resume?

I’m also working on researching and identifying targets, acquirers, or investors for other clients we have. Should I give it more time before I begin using the format describing individual deals (or even begin writing a deal sheet?)

You can mention it now, but don’t give the name and just list it as a “Potential” M&A deal.

Honestly I would not do a deal sheet unless you have at least 4-5 years of full-time experience in banking.

Using the “deal” format – as on the IBD resume template – is fine even in the early stages, but make sure you describe everything as “Potential.”

OK, that makes sense.

Hey, unrelated to the post, but a few questions: 3.6 soph at state school, decent connections, great network. just landed a internship at a PE firm that I plan on holding for this whole school year or more. i have some other great experiences as well (brand name regional PWM, small mutual fund firm in NY).

I have a few questions, little predicaments, future career possibilities that Id like some help in deciding what to do. Ultimately Id like to work in PE.

Should I focus on getting a soph rotational or another PE internship this summer? If I want to go PE after undergrad, would it be better to have a few internships at different PE firms, or some PE and a summer analyst position (for training and skill set)? Or, is it just that difficult getting into PE out of undergrad and I should really just go for a two year analyst role and try to get into PE from there?

Short answer is I would just aim for PE internships at the most well-known places you can get into. If you have PE experience and good connections, you can probably get in from undergrad so I wouldn’t bother with anything else.

Leave a Reply Cancel reply

Your email address will not be published. Required fields are marked *

• • Led $100M+ deal model for a hotel Customer Reservation System, establishing Sabre as an enterprise solution
• • Executed on two (2/2) 2017 goals which had a direct impact on bonus qualification for all Intelsat employees
• • Acquired $10MM in debt and working capital lines
• • Identified and met with 20+ new target companies and 10+ local authorities
• • Devised a near accurate brand penetration prediction model (Photon) for 5 P&G brands; saved $6mn in costs
• • Improved accuracy of partner organizational spend forecast by 50%
• • Participated in the IFRS 9 transition project
• • Assisted in the analysis of the peers 2Q16 results which was delivered to the executive committee
• • Provided daily live commentary on Television Satellite Channel (878 SKY) and Italian National Radio (RAI)
• • Managed the credit quality of a $1 million+ portfolio
• • Served as the primary scheduler for multiple, concurrent government R&D programs worth over $7M.
• • Implemented the function : acurate, automated, 100% deadlines met
• • Monitor and control project investments (Controlled close to $ 800 Mn of Projects)

5 Investment Banking Analyst Resume Examples & Guide for 2024

Your investment banking analyst resume must highlight your strong quantitative skills. Demonstrate your ability to analyze financial data with precision. Showcase your experience in financial modeling and valuation techniques. Clearly detail your successes in previous roles to underscore your suitability.

All resume examples in this guide

Traditional

Resume Guide

How to build a job-winning investment banking analyst resume, this investment banking analyst resume guide will show you:, how to write an investment banking analyst resume, sell yourself with your investment banking analyst resume header, how to deliver your elevator speech in your investment banking analyst resume summary, put the spotlight on your investment banking analyst experience section, how do you explain your job duties on your investment banking analyst resume, frame your investment banking analyst education on your resume, list your must-have investment banking analyst resume skills.

When companies “go public” and start selling stock, investment banks make it happen.

Investment banks specialize in handling complex financial transactions. Investment banking analyst is the entry-level position into this lucrative career path.

These are the workhorses of the industry who put in long hours of grunt work doing research and preparing reports.

You are the workhorse they want.

You can work endless hours, get a few hours of sleep, drink some coffee and head back into the office for more.

You also have the right education and knowledge to write pitch books that make closing deals a cinch.

You are the next Nathanial Rothschild ready to talk your way into the best deals.

Your investment banking analyst must back that up if you want an interview. Investment banks depend on their analysts to research whether investments are worthwhile.

Your resume must show that you’re a financial whiz. It should also say how you have outstanding people skills and can master the art of the deal.

After all, investment banking analyst is an entry-level position. Recruiters want candidates with the hunger to climb that corporate ladder after a few years.

You want the chance to move up to a position like vice president, director or managing director.

Are you ready for the challenge?

Is your resume ready?

Don’t sweat it. We’re here to show you how to write a winning investment banking analyst resume.

“The one common element among our analysts is that they’re passionate, bordering on obsessive, about the sectors they cover.”

– Laura Janssens, co-head of equity research at Berenberg

• 8 investment banking analyst resume examples and samples that prove how you research the deal.
• How you balance your financial knowledge with people skills.
• How to show you have the right industry know-how.
• What education is expected and how to list it on your resume.
• How to include keywords from the job description.
• How to land the interview that turns you into an investment banking analyst.

Looking for related resumes?"?

• Financial analyst resume guide
• Accounting resume guide
• Data analyst resume guide
• Banking resume guide
• Assistant manager resume guide

You prepare pitches that make potential clients beg to do business with you.

Your resume shows how you’ve developed these mad skills in finance.

Candidates need deep insight into changing financial consumer demographics.

You need superior analytical and problem-solving skills as well as interpersonal skills.

Industry skills include performing evaluation analysis, building financial models and writing investment memorandums.

Include your right mix of industry skills, soft skills and knowledge on your investment banking analyst resume. Be ready to discuss how you learned those skills. Analyst jobs often require a college education.

Prove that you have the right work ethic.

Prove on your resume that you have the right work ethic. Investment banking analyst is one of the most demanding jobs in investment banking.

Here's what your investment banking analyst resume needs to have

• Do you have the right skills to analyze potential business deals?
• Can you communicate your research to others?
• What financial industry background led you to this field?
• How will you help investment banks prepare the perfect pitches?

The most important sections of an investment banking analyst resume:

• Detailed resume header
• Impactful resume summary
• Resume experience
• Education and certifications
• A mix of technical and soft skills

Each investment banking analyst resume section should make your pitch about why you’re the best fit in their investment bank. Let’s see how to do this.

Your effort to impress in person starts with that first handshake. When you write your resume, it starts with your investment banking analyst resume header .

This is where you start explaining why they should pay attention to you and offer you an interview.

This isn’t the way to do it.

What’s wrong with this? It sounds like any other candidate.

There is no redeeming information to convince the recruiter to keep reading.

Let’s make a few changes to show what we mean.

Investment bank recruiters now know you’re an experienced financial analyst. They see you have a LinkedIn profile and assume you believe in the necessity to market yourself.

This is the first step towards convincing them that you’re the best candidate to market their employer.

It seems small, but details matter in a job that’s all about impressing others.

Now you’ve met the recruiter. Let’s deliver your elevator speech.

That’s one way to look at your investment banking analyst resume summary . You need to quickly summarize why you’re the best candidate.

It’s like you’re writing a pitch book on yourself.

Include keywords from the job description . Keep it tight and focus on your qualifications including your financial knowledge and soft skills.

This investment banking analyst resume summary isn’t the pitch to make.

The recruiter forgot who you are before he finished reading. Here is why:

• You give no details about your experience.
• You include a topic that has nothing to do with the job.
• You do not share any accomplishments.

Employers want to know what you can do for them. They want to know how you can make a difference like writing a pitch book to get that dream client.

This summary offers nothing to tell them that.

Let’s look at another.

If this was your summary, you’d have the recruiter’s attention.

This investment professional resume summary gives data such as how many years of experience the job candidate has. It mentions skills like relationship management that will help you as an investment banker.

It still does not mention any accomplishments or quantitative data . It also tells what type of job you want rather than what you can do for the company.

This makes it more of a resume objective than a resume summary.

A summary should focus on what skills and experience you offer, not what type of job you want.

Investment banking analyst is an entry-level position. Recruiters may accept people straight out of college.

You may be tempted to skip writing a summary because you lack the right experience .

Do not skip this important step. Mine experience you have like internships that gave you real-world skills.

Let’s look at one more.

This example shows more of the candidate’s skills. It includes quantitative data, how large of a fund the candidate co-managed.

It also shows that the candidate has experience making pitches similar to what the job may require.

Start your pitch in your summary section. Carry it through and elaborate in your experience section. This is where you start showing that you are the workhorse of finance they need. Use quantitative data when possible. Include terminology used in banking. Make every word matter in both your summary and experience sections.

Investment banking analysts help senior bankers close deals.

Some of what you do like revising presentations may seem mind-numbing.

It requires extreme sacrifice. You may work 70 plus hours a week or pull an all-nighter to revise a pitch book.

Why do it? You want a chance to move up to more lucrative positions like director or careers like venture capital.

Can you cut it as an investment banking analyst? You must prove that in your investment banking analyst resume experience section .

Investment banking analyst jobs require experience in quantitative analysis, statistics and information modeling.

Show that you have experience researching and editing reports and making presentations.

Many candidates get this experience by working internships while in college. They may also work in roles related to banking like financial analysts.

Think of what you’ve done and see if it matches up with the job description. Look for key phrases like “performing financial analysis” and “client management.”

Include quantitative data. If you are a financial analyst, how big of portfolios did you analyze?

Let’s look at a few examples.

• • Prepared sales and delivery presentations that served client interaction.
• • Worked with analysts and senior management to understand the process of valuation in a corporate finance context.
• • Helped perform due diligence on potential acquirers for clientele role.

This example shows that the candidate can handle tasks like delivering presentations. It does not say how the candidate’s work benefited the company.

Key phrases like “delivery presentations” and “client interaction” are valuable but in the right context. Remember to show how your work made a difference.

Let’s look at another example.

• • Developed new customer relationships and expanded existing ones.
• • Exceeded monthly sales goals consistently.
• • Received numerous exceptional service alerts for transactions with new members and existing members.
• • Provided solutions to complex lending issues such as mortgages, consumer loan products and business products.
• • Submitted consumer lending applications with a 95% approval rate.
• • Main point of contact for members and other departments in regards to lending and servicing needs.

This candidate shows her value to the bank. She lists achievements like exceeding monthly goals.

Recruiters want candidates hungry to succeed. She shows that she is by providing quantitative data like her 95 percent approval rate.

Investment banking analysts do a lot of preparatory work to help upper-level bankers succeed. Basic responsibilities include:

• Assessing needs of clients
• Reviewing and analyzing financial data
• Preparing presentations and pitch books
• Building financial models for different corporate situations
• Performing administrative tasks
• Candidates for entry-level investment banking jobs often come from career paths like financial analyst and chartered accountant.

List duties that would be similar to what an investment banking analyst may do.

Look through the job description to see what would be expected of you if you are hired. Include duties on your resume that are similar to these.

Many investment banking analysts start out with internships or opportunities like summer analyst.

If you have not had opportunities like an internship, find connections with what work you have done. Does your job include analyzing financial data?

Do you prepare reports or pitch deals to clients?

Investment banking is a very competitive field. Finding a job is extremely difficult.

Your chances increase if you have the right experience and the right education. In fact, you sometimes can land a job as an investment banking analyst with just the right education.

Let’s discuss how to impress recruiters with your education.

You can become an investment banking analyst straight out of college if you have the right education.

Hiring managers search for candidates with at least a bachelor’s degree in a field like finance, accounting, business or economics.

Having a master’s degree in a field like business administration or finance may give you an edge.

Your education section needs to be especially strong if you lack experience.

Many people interested in becoming investment bankers will seek internships in college.

There is still a chance to become an investment banking analyst if you do not have a business-related degree.

Recruiters may select well-rounded students whom they believe could easily learn the right skills. That is because many investment banks offer their own training programs.

If accepted, these programs offer training for required licensing and registration exams and on-the-job experience. You learn how to prepare financial models and client pitches.

Much of the program focuses on introducing you to the bank’s culture. After all, you will be part of a team convincing clients to work with your bank.

You may also want to seek a professional certification to increase your chances of being hired as an investment banker.

A highly respected certification is the Chartered Financial Analyst certification offered by the CFA Institute. It shows that you have a strong understanding of advanced investment analysis and portfolio management.

The primary purpose of framing your education is to show how you learned your skills. Your skills will be your closing pitch to the recruiter.

The art of making the deal is huge when it comes to investment banking. You’ll eventually be the one making those deals.

First you’ve got to prove that you can spot a good deal.

Investment banking analysts must have strong analytical skills. You must look at every possible angle while analyzing a potential deal like a merger.

Analytical work you will do includes building financial models like:

• Discounted Cash Flow
• Comparable Companies and Comparable Transactions
• Merger and Acquisition models
• Leveraged Buyout models

Soft skills like communication and relationship building skills will also be important. You must introduce potential buyers and sellers and sell both sides on the deal.

Under communication, include linguistic skills . Knowing another language can be a benefit as an investment banker.

Industry requirements include strong math and accounting skills. You do not want to fudge a deal because of a math mistake. Your hard skills need to be on point.

Add on experience with Excel and PowerPoint, two programs that will help you analyze potential deals and design pitch books. Those fall under the category, technical skills .

Add discipline to the list of needed skills. There will be days when you may not sleep at all because of all the work you must get done.

Can you work an 80-hour week and still pay close attention to details? You must have the discipline to do so.

Here is a list of skills for you to use for your resume skills section .

“Attention to detail will never win you that new deal that results in $50 million of fees. But a lack of attention to detail can easily derail projects. Or at least make you look stupid in front of everyone.”

– By Brian DeChesare, founder of Mergers & Inquisitions

17 skills to include on an investment banking analyst resume

• Financial valuation modeling
• Quantitative analysis
• Presentation building
• Problem-solving
• Relationship building
• Entrepreneurial
• Intellectual
• Communication
• Mathematical
• Negotiation
• Influencing

How do you market yourself on your Investment Banking Analyst resume? We’ve shown you how to write an investment banking analyst resume that will impress recruiters and investment bankers alike. Let’s recap the main points.

• Showcase why you’re the best candidate
• Match your qualifications to the job description
• Prove you can handle the work involved
• Promote your education and skills
• Pay close attention to details

Remember you want to show that you’re the financial workhorse the bank needs. Above all else, write to impress.

Looking to build your own Investment Banking Analyst resume?

• Resume Examples

How To Make Waitressing Sound Good On A Resume

300+ industry-specific soft skills to include in your resume in 2024, how to answer the “what makes you unique” interview question (with tips and examples), how to sell yourself in a cover letter, how to answer “walk me through your resume” in a job interview, how to sign a cover letter: paper vs digital.

• Create Resume
• Terms of Service
• Privacy Policy
• Cookie Preferences
• Resume Templates
• AI Resume Builder
• Resume Summary Generator
• Resume Formats
• Resume Checker
• Resume Skills
• How to Write a Resume
• Modern Resume Templates
• Simple Resume Templates
• Cover Letter Builder
• Cover Letter Examples
• Cover Letter Templates
• Cover Letter Formats
• How to Write a Cover Letter
• Resume Guides
• Cover Letter Guides
• Job Interview Guides
• Job Interview Questions
• Career Resources
• Meet our customers
• Career resources
• English (UK)
• French (FR)
• German (DE)
• Spanish (ES)
• Swedish (SE)

© 2024 . All rights reserved.

Made with love by people who care.

• Resume Builder
• Resume Templates
• Resume Formats
• Resume Examples
• Cover Letter Builder
• Cover Letter Templates
• Cover Letter Formats
• Cover Letter Examples
• Career Advice
• Interview Questions
• Resume Skills
• Resume Objectives
• Job Description
• Job Responsibilities
• FAQ’s

Investment Banker Resume Examples

Are you looking for a job as an Investment Banker? You must craft the perfect resume to impress potential employers. A key component of your resume is the resume summary, which should provide potential employers with an overview of your career in finance. To ensure that your resume is up to professional standards, you should tailor your resume to the job you’re applying for, use strong action verbs, and highlight your technical skills. To get started writing your resume, you should look at investment banker resume examples to get an idea of what a professional resume looks like. This blog post will provide you with resume writing tips and examples of Investment Banker resumes that you can use to help you create the perfect resume.

If you didn’t find what you were looking for, be sure to check out our complete library of resume examples .

Start building your dream career today! 

Create your professional resume in just 5 minutes with our easy-to-use resume builder!

Investment Banker

123 Main Street | Anytown, USA 99999 | Phone: (123) 456-7890 | Email: [email protected]

I am an ambitious and motivated Investment Banker with 5 years of experience in the field. I have a proven track record in providing quality financial services and solutions to clients, as well as helping manage complex deals and transactions. My core skills include financial analysis and modeling, corporate finance, capital markets, and corporate governance. My professional experience includes working on a number of high- profile deals and transactions involving M&A, IPOs, and private equity investments. I am also well- versed in the process of conducting due diligence and capital raising. I possess both a Bachelor’s and Master’s degree in Economics and Finance from a top- ranking university.

Core Skills :

• Financial Analysis and Modeling
• Corporate Finance
• Capital Markets
• Corporate Governance
• IPO & Private Equity Investments
• Due Diligence
• Capital Raising

Professional Experience :

• Senior Investment Banker, Global Investment Bank, 2020- Present
• Led multiple M&A and capital raising transactions
• Advised clients on efficiently managing their capital and liquidity
• Conducted financial analysis and modeling in order to identify value creation opportunities
• Oversaw the development of financial models and analysis to support investment decisions
• Monitored the performance of investments and conducted detailed due diligence activities
• Investment Banker, National Investment Bank, 2016- 2020
• Performed financial analysis and modeling for multiple deal and transaction activities
• Developed and presented pitches to clients for potential investments
• Assisted in the negotiation of deal terms and conditions
• Created and maintained relationships with clients
• Developed and presented financial presentations to senior- level bank management

Education :

• Master of Science in Economics and Finance, Top University, 2020
• Bachelor of Science in Economics and Finance, Top University, 2016

Create My Resume

Build a professional resume in just minutes for free.

Investment Banker Resume Examples Resume with No Experience

Recent college graduate with strong analytical and problem- solving skills, and excellent communication and interpersonal skills. Highly motivated to secure an entry- level investment banking position and learn from seasoned professionals.

• Financial modeling
• Equity research
• Market analysis
• Investment analysis
• Risk management
• Database management
• Accounting principles
• Business strategy
• Microsoft Office Suite
• Time management
• Presentation skills

Responsibilities

• Conducting market research and analysis of investment opportunities
• Developing financial models to analyze and evaluate potential investments
• Creating presentations and reports to communicate findings and recommendations
• Assisting with the preparation of strategic plans and long- term goals
• Assisting with the preparation of client and investor presentations
• Participating in the development of client relationships and establishing new contacts
• Working closely with the team to ensure successful project completion

Experience 0 Years

Level Junior

Education Bachelor’s

Investment Banker Resume Examples Resume with 2 Years of Experience

A highly motivated and professional Investment Banker with 2 years of experience in corporate finance, capital markets, financial analysis, and risk management. Experienced in structuring and executing complex financial transactions and ensuring compliance with financial regulations. Skilled at relationship management, market analysis, and financial modeling. Capable of working independently on multiple projects with excellent attention to detail, strong problem- solving skills, and a focus on client satisfaction.

• Financial Analysis
• Risk Management
• Relationship Management
• Market Analysis
• Financial Modeling
• Problem- solving
• Client Satisfaction

Responsibilities :

• Assisted in the execution of financial transactions, including mergers and acquisitions
• Developed financial models and analyzed financial statements
• Conducted market research and analysis to identify potential investments
• Prepared presentations and reports to summarize financial data and projections
• Monitored and evaluated financial markets and trends
• Developed risk management strategies to minimize exposure to loss
• Established and maintained relationships with clients, partners, and stakeholders
• Ensured compliance with all applicable laws and regulations

Experience 2+ Years

Investment Banker Resume Examples Resume with 5 Years of Experience

Dynamic investment banker with 5 years of experience in corporate finance and financial analysis. Proven track record of providing sophisticated financial advice and analysis to companies and individuals looking to grow, refinance, and/or restructure their financial portfolios. Possess extensive knowledge of the capital markets and adept at valuing companies and creating financial models. Exceptional communication and problem- solving abilities.

• Corporate finance
• Financial analysis
• Financial strategy
• Capital markets
• Project management
• Data analysis
• Presenting financial projections and strategies to clients
• Analyzing financial information to assess the current and future performance of investments and companies
• Creating financial models to evaluate business strategies and analyze potential investments
• Estimating the value of companies, assets, and investments
• Developing and executing financial strategies to help clients optimize their investments
• Assisting clients in understanding the risks associated with various investments and strategies
• Researching the capital markets to identify potential opportunities and trends

Experience 5+ Years

Level Senior

Investment Banker Resume Examples Resume with 7 Years of Experience

I am an experienced Investment Banker with over 7 years of professional experience in the financial services industry. I have expertise in capital markets, equity research, and mergers and acquisitions. I have a proven ability to successfully source and close deals, develop financial models and analysis, and manage client relationships. I am highly organized and adept at managing multiple projects simultaneously while meeting tight deadlines. I am an excellent communicator who is able to create meaningful relationships with clients.

• Financial Modeling and Analysis
• Corporate Valuation
• Mergers & Acquisitions
• Equity Research
• Client Relationships
• Business Development
• Negotiation
• Risk Analysis
• Project Management Responsibilities :
• Developed financial models and conducted company valuations for investment banking clients.
• Provided research and analysis for M&A transactions, equity offerings, and debt financings.
• Conducted due diligence and market analysis.
• Developed presentations for potential clients.
• Collaborated with internal teams to provide advice to clients on capital structures, pricing, and strategy.
• Negotiated terms and structures of strategic transactions.
• Managed client relationships and provided ongoing guidance and advice.
• Represented the firm at industry events and conferences.

Experience 7+ Years

Investment Banker Resume Examples Resume with 10 Years of Experience

Highly experienced and motivated Investment Banker with more than 10 years of experience in the finance industry. Expert in all aspects of corporate finance and strategic transactions including mergers and acquisitions, capital markets and structured finance, and private equity. Proven track record of delivering high- quality financial advisory services to clients, including providing financial and business analysis, developing and evaluating strategic alternatives, and providing deal execution and closing. Committed to providing the highest level of client service, integrity, and professionalism.

• Advanced knowledge of investment banking products, services, and regulations
• Excellent interpersonal and communication skills
• Excellent analytical and problem solving abilities
• Strong financial modeling and valuation skills
• Highly organized and detail- oriented
• Proficient with Microsoft Office and other financial software
• Developed and implemented strategies to raise capital and increase value for clients
• Analyzed financial statements, market trends, and industry data to identify opportunities for clients
• Maintained relationships with existing clients and developed relationships with new clients
• Prepared and presented presentations to prospective clients
• Conducted due diligence and provided financial modeling and analysis for merger and acquisition transactions
• Coordinated and negotiated terms of transactions, including sale and purchase agreements, financing documents, and restructuring agreements
• Performed financial analysis to determine appropriate valuation of companies
• Developed and maintained client relationships to ensure repeat business
• Advised clients on financial and investment decisions and structured complex financial transactions

Experience 10+ Years

Level Senior Manager

Education Master’s

Investment Banker Resume Examples Resume with 15 Years of Experience

A highly motivated and experienced Investment Banker with 15 years of experience in the financial services sector. Skilled in financial analysis and portfolio management, with proven track record in managing investments, creating financial models and developing strategies to increase returns. Expert in forecasting and evaluating risks and opportunities. Demonstrated ability to identify and capitalize on new trends and opportunities in the market.

• Investment analysis and portfolio management
• Financial modeling and forecasting
• Risk management and assessment
• Relationship building and client management
• Strategic planning and market analysis
• Presentation and communication skills
• Expert knowledge of financial markets, products and regulations
• Evaluating and analyzing financial information to generate investment recommendations
• Developing financial models and proposing strategies to increase returns
• Monitoring and managing investment portfolios to maximize returns in line with risk parameters
• Evaluating market trends and opportunities and proposing new strategies
• Creating and presenting financial reports to clients and investors
• Building relationships with clients and providing them with financial advice and investment services
• Tracking and analyzing current market and economic trends and providing insights to clients
• Ensuring compliance with all relevant regulations and policies

Experience 15+ Years

Level Director

In addition to this, be sure to check out our resume templates , resume formats ,  cover letter examples ,  job description , and  career advice  pages for more helpful tips and advice.

What should be included in a Investment Banker Resume Examples resume?

Investment bankers are financial professionals who provide advice and guidance to companies, governments and entrepreneurs in the areas of raising capital, conducting mergers and acquisitions, and asset management. In order to become an investment banker, a professional needs to have a well-crafted resume outlining their qualifications and experience. Here are some important elements to include in a resume for an investment banker:

• Education: Outline your degree and any other qualifications related to investment banking.
• Professional Experience: List any professional experience you’ve had in the banking industry, such as roles in mergers and acquisitions, financial analysis, and capital raising.
• Skills: List in-demand skills for investment bankers such as financial analysis, research, sales, and relationship management.
• Accomplishments: Include any significant accomplishments or deals that you’ve been involved in.
• Awards & Honors: Highlight any awards or honors you’ve received.
• Professional Affiliations: List any professional organizations or associations you are a part of.
• Certifications: Include any relevant certifications you’ve earned.
• Computer Skills: Showcase any software programs you’re proficient in.
• Languages: If you speak any additional languages, make sure to list them.

What is a good summary for a Investment Banker Resume Examples resume?

A good resume summary for an Investment Banker should showcase the candidate’s experience within the banking industry and highlight the skills they have acquired. It should also demonstrate their ability to handle complex financial tasks and their knowledge of the industry. Additionally, their core qualifications and any certifications or awards they have should be highlighted. This summary should be tailored to the specific job and should be concise and easy to read. By including this brief summary, the candidate can quickly explain their background and qualifications in an impactful way, which can increase the chances of securing an interview.

What is a good objective for a Investment Banker Resume Examples resume?

A good objective for an Investment Banker resume should focus on the core skills and knowledge needed to be successful in the role. In particular, it should emphasize:

• Advanced financial analysis and modeling skills
• Expertise in corporate finance and capital markets
• Ability to develop financial models and make sound predictions
• Comprehensive knowledge of debt and equity instruments
• Extensive experience working with clients in various industries
• Proven track record of successfully completing complex transactions
• Excellent written and verbal communication skills

Investment Banking is a highly competitive industry, so it’s important to make sure your resume stands out from the crowd. Having a strong objective that clearly states your goals and qualifications will help you secure an interview and ultimately land the job you want.

How do you list Investment Banker Resume Examples skills on a resume?

When writing a resume for an investment banker position, it’s important to showcase the skills and experiences that will make you stand out from the competition. Having a comprehensive list of investment banker resume examples skills can help you stand out and make your resume more attractive to potential employers.

Here are some of the key skills and competencies you can use on your investment banker resume examples:

• Financial Analysis: Investment bankers need to have strong financial analysis skills in order to identify and assess investment opportunities. Include any past experience you have with financial analysis in order to demonstrate your competency in this area.
• Accounting Knowledge: Investment bankers need to have a firm understanding of accounting principles and practices. Include any courses you’ve taken in accounting or any experience you have working with accounting software.
• Risk Management: Investment bankers must assess the risk of potential investments and be able to clearly communicate their findings. Include any courses you’ve taken in risk management or any experience you have working with risk management software.
• Investment Research: Investment bankers must be able to research potential investments and make informed decisions. Include any courses you’ve taken in economics or any research projects you’ve completed in the past that relate to investments.
• Negotiation Skills: Investment bankers must be able to negotiate on behalf of their clients and achieve the best possible outcome. Include any courses you’ve taken in negotiation or any experience you have mediating complex negotiations.
• Communication: Investment bankers must be able to clearly communicate their findings to their clients and other stakeholders. Include any training you’ve received in communication or any experience you have in presenting to groups.

By showcasing these skills on your investment banker resume examples, you can demonstrate that you have the qualifications and abilities to be successful in the position.

What skills should I put on my resume for Investment Banker Resume Examples?

Investment Banking is a highly competitive field and the resumes of the applicants should reflect their aptitude for the position. Aspiring Investment Bankers should include specific skills to stand out among the competition. Here are some of the skills to include on a resume for Investment Banker Resume Examples:

• Knowledge of different financial products, such as stocks, bonds, and derivatives
• Understanding of financial markets and prevailing trends
• Experience in preparing financial reports and analyzing financial data
• Ability to identify and analyze risks and develop strategies to mitigate them
• Exceptional problem-solving and decision-making skills
• Proficiency in the use of financial software and applications
• Strong communication skills, both verbal and written
• Excellent organizational and time-management skills
• Ability to work well in a fast-paced and high-pressure atmosphere
• Understanding of global markets and regulations
• Ability to interpret complex data and interpret it into meaningful insights.

Key takeaways for an Investment Banker Resume Examples resume

An investment banker resume is an important document that can make or break your chances of getting the job. It is important to understand the key takeaways of a good resume. This will ensure that you make the most of your resume and make it stand out from the rest.

First, you should make sure that the resume is concise and to the point. It should be no longer than two pages and should include only the most pertinent information. Avoid including irrelevant details or unverifiable facts, as these can be distracting.

Second, you should be sure to include your relevant professional experience. This should include a detailed list of your past job roles, specializations and achievements. Be sure to include any awards or accolades that you may have won, as this will demonstrate your success in the industry.

Third, you should highlight your skills, qualifications and achievements. Make sure to include a section detailing any certifications or courses that you’ve completed. This can help to demonstrate your commitment to your career and expertise in the field.

Finally, it is important to include references in your resume. You should include contact information for at least two professional contacts who can speak to your qualifications and abilities.

Following these key takeaways will ensure that your investment banker resume is well-structured and effective. Make sure to include all of the necessary information and include references for additional credibility. With a well-crafted resume, you can be sure to stand out from the competition and secure the job.

Let us help you build your Resume!

Make your resume more organized and attractive with our Resume Builder

Top 18 Investment Banker Resume Objective Examples

Updated July 21, 2023 14 min read

A resume objective is a statement of your career goals that should be included in the beginning of your resume. It should be concise and give recruiters an overview of your professional objectives. When writing a resume objective for an investment banker position, you want to emphasize your skills and qualifications that make you qualified for the role. Focus on quantifiable achievements such as managing portfolios or closing deals, as well as any relevant certifications or trainings completed. Additionally, use language that demonstrates your ability to think strategically and solve complex problems. For example: "To utilize my 5+ years of finance experience to help clients meet their financial goals as an Investment Banker at ABC Company." Or "Seeking a position as an Investment Banker at ABC Company where I can leverage my expertise in financial analysis, project management, and client relations to maximize profits."

or download as PDF

Top 18 Investment Banker Resume Objective Samples

• To leverage my strong financial analysis and communication skills to secure a position as an Investment Banker at a reputable firm.
• To obtain an Investment Banking position with a well-established financial institution that will allow me to utilize my knowledge of the industry and experience in financial analysis.
• Seeking an Investment Banking role where I can apply my expertise in financial modeling, market research, and risk management.
• Looking for an opportunity to join a dynamic team of Investment Bankers and use my analytical skills to identify potential investments.
• Seeking a challenging position as an Investment Banker where I can contribute my knowledge of the capital markets and financial instruments.
• To utilize my background in finance, economics, and accounting to become an integral part of a successful investment banking team.
• To acquire a position as an Investment Banker that allows me to use my excellent problem solving skills and knowledge of financial instruments.
• To gain employment with a leading investment banking firm where I can apply my strong quantitative abilities to identify profitable opportunities for clients.
• Aiming to join a reputed investment banking organization where I can utilize my extensive experience in portfolio management and asset allocation.
• Seeking an Investment Banking role that will enable me to use my expertise in corporate finance, mergers & acquisitions, and capital markets transactions.
• Aiming for a challenging role as an Investment Banker that will allow me to utilize my strong analytical skills and knowledge of the capital markets.
• Applying for a position as an Investment Banker where I can contribute my understanding of the global economy and ability to analyze complex data sets.
• To secure a role as an Investment Banker with the opportunity to develop relationships with clients while utilizing best practices in the industry.
• Searching for an opportunity as an Investment Banker within a reputable firm where I can apply my extensive experience in portfolio management, market research, and financial modeling.
• Looking for a job as an Investment Banker that will enable me to use both creative thinking and technical know-how when making decisions on behalf of clients.
• Seeking employment with a top-tier investment banking firm that will allow me to demonstrate strategic thinking, problem solving skills, and attention to detail when conducting due diligence activities on potential investments or transactions.

How to Write an Investment Banker Resume Objective

Writing an investment banker resume objective is a key step in the process of creating a successful resume for a job in banking. An effective resume objective should be concise and tailored to the particular job you are applying for, allowing you to highlight your relevant qualifications and experience as well as demonstrate your understanding of the position. Here are some tips on writing an investment banker resume objective that will help you stand out from the crowd.

First, begin by researching the company or bank you are applying to and familiarizing yourself with their mission and values. This will give you insight into what they look for in potential candidates and allow you to tailor your resume to those specific qualities. Next, consider the job description and create an objective statement that reflects your understanding of the position and how you can contribute to its success. Focus on keywords such as ‘analytical’, ‘strategic’, ‘financial’ and ‘investment’, which will show that you have knowledge of banking operations.

When crafting your objective statement, it is important to keep it short and succinct while still conveying all relevant information about yourself. You should also avoid using generic phrases such as “seeking a challenging position” or “desire to use my skills” as these do not provide any useful information about your qualifications or experience. Instead, focus on how your background makes you uniquely qualified for this role and why this job is attractive to you.

Lastly, make sure that your contact information is accurate so that recruiters can contact you if they feel like there may be a good fit between their organization’s needs and your abilities. By following these tips, you can write an effective investment banker resume objective that will help set yourself apart from other applicants and demonstrate why you are the right person for the job.

Related : What does an Investment Banker do?

Key Skills to Highlight in Your Investment Banker Resume Objective

In the highly competitive field of investment banking, having a well-crafted resume is crucial. This includes a compelling objective statement that not only outlines your career goals but also highlights your key skills. These skills can set you apart from other candidates and demonstrate to potential employers that you have what it takes to excel in the role. In this section, we will discuss some of the most important skills to emphasize in your investment banker resume objective, which can significantly increase your chances of landing an interview and ultimately securing a job in this prestigious industry.

1. Financial modeling

Financial modeling is a crucial skill for an investment banker as it involves creating abstract representations of a financial situation. This skill is used to forecast a business's economic performance and guide decision-making processes. It helps in predicting the future of investments, evaluating capital projects, corporate budgeting, and strategizing financial plans. Hence, mentioning this skill in a resume objective can demonstrate the candidate's ability to handle complex financial tasks and make sound investment decisions.

2. Valuation techniques

Investment bankers often deal with mergers, acquisitions, and various types of financial transactions that require a deep understanding of how to value companies, assets, and potential deals. Mastery of valuation techniques is crucial in making sound investment decisions and providing accurate advice to clients. Including this skill in a resume objective showcases the candidate's ability to effectively evaluate investment opportunities and contribute to the financial success of both the bank and its clients.

3. Mergers & Acquisitions

Mergers & Acquisitions is a crucial skill for an Investment Banker as it involves understanding and executing complex financial transactions, such as merging two companies or buying one company by another. This skill demonstrates the ability to analyze financial data, assess business strategies, negotiate terms, and manage a deal from start to finish. It also reflects strong strategic thinking, decision-making abilities, and industry knowledge. All these are essential traits that employers look for in potential candidates for an Investment Banker role. Therefore, highlighting this skill in a resume objective can significantly enhance job prospects in the field of investment banking.

4. Capital raising

An Investment Banker often works with companies and government entities to help them raise capital, either through the issuance of debt or equity. This involves understanding financial markets, identifying potential investors, and negotiating terms. Therefore, having capital raising as a skill demonstrates that the individual is capable of effectively sourcing funds for various projects or investments. This can make them an attractive candidate for roles that require strategic financial planning and management.

5. Deal structuring

Deal structuring is a critical skill for an investment banker as it involves designing and negotiating the financial and other terms of a transaction. This includes mergers, acquisitions, buyouts, and other significant financial deals. Having this skill demonstrates the ability to strategically plan, negotiate, and execute complex financial transactions which are essential functions in investment banking. It showcases one's analytical abilities, decision-making skills, and understanding of financial markets and instruments. Therefore, including deal structuring in a resume objective can make a candidate more appealing to potential employers in the field of investment banking.

6. Bloomberg Terminal

Bloomberg Terminal is a software platform that provides real-time and historical data, market trends, news updates and analysis for global financial markets. This skill is crucial for an Investment Banker as it allows them to make informed decisions about investments, trading, and risk management. It also demonstrates their ability to utilize advanced financial tools and stay updated with the latest market information, which can greatly contribute to achieving the company's financial objectives.

7. Risk management

Investment bankers deal with large financial transactions that can involve significant risks. Risk management is a crucial skill as it enables them to identify, assess, and manage potential risks that could hinder the achievement of business objectives. This skill is necessary for a resume objective because it demonstrates the candidate's ability to make strategic decisions, protect the company's assets, and ensure sustainable financial growth. It also shows their capability in mitigating losses and understanding market trends, which are essential in making sound investment decisions.

8. Industry analysis

An investment banker needs to have strong industry analysis skills as they are required to evaluate the financial stability, market trends, and economic conditions of various industries. They need to use this information to advise their clients on mergers, acquisitions, public offerings, or other financial investments. This skill is crucial for a resume objective as it demonstrates the candidate's ability to make informed decisions and provide strategic advice based on comprehensive industry knowledge. It also showcases their capability to identify potential risks and opportunities which is vital in the field of investment banking.

9. Client relations

An investment banker needs strong client relations skills as they are responsible for managing and maintaining relationships with clients. They need to be able to communicate effectively, understand client needs, provide suitable solutions, and build trust. This skill is crucial in attracting new clients and retaining existing ones, ultimately contributing to the success and profitability of the business. Therefore, highlighting this skill in a resume objective can demonstrate an applicant's ability to effectively engage with clients and meet their financial needs.

10. Pitchbook creation

Creating a pitchbook is a fundamental skill for an investment banker as it involves compiling, formatting, and presenting data about a company. This skill demonstrates the ability to analyze financial information, understand market trends, and effectively communicate these insights to clients or stakeholders. Including this in a resume objective shows potential employers that the candidate has the necessary expertise to create compelling presentations that can influence investment decisions. It also reflects strong attention to detail, strategic thinking, and proficiency in using financial software and tools - all crucial aspects in the field of investment banking.

In conclusion, the objective section of your investment banker resume should effectively showcase your key skills. Highlighting these skills is crucial as it provides potential employers with a snapshot of your abilities and sets the tone for the rest of your resume. It's not just about listing skills; it's about strategically presenting them in a way that aligns with the job requirements and demonstrates your value proposition. Remember, this section is your opportunity to make a strong first impression and convince recruiters that you are well-equipped for the role.

Related : Investment Banker Skills: Definition and Examples

Common Mistakes When Writing an Investment Banker Resume Objective

Investment banking is a highly competitive field and having the right resume objective can be the difference between catching the eye of potential employers and being overlooked. However, there are some common mistakes that applicants make when writing their resume objective which can significantly reduce their chances of success.

One of the most common mistakes is making a generic statement in your objective. This type of statement shows that you have not researched the company or taken the time to tailor your objective to them specifically. Investment bankers must demonstrate their knowledge and understanding of the industry, so it is important to make sure that your objective is tailored towards each particular employer.

Another mistake often made by applicants is focusing too heavily on themselves rather than on the employer’s needs. Your objective should focus on what you can do for them, not what they can do for you. Make sure to highlight any skills or experiences that you have that make you an ideal candidate for this position and show how you could use these skills to benefit the company.

Finally, many applicants make the mistake of using overly grandiose language in their objectives. It is important to keep it professional and concise, as employers will be looking for someone who can get straight to the point without unnecessary embellishments or fluff words. Focus on concrete statements about your strengths and abilities rather than trying to impress with flowery language.

In conclusion, when writing an investment banker resume objective it is important to avoid making generic statements, focusing too much on yourself, or using overly grandiose language. By following these guidelines and tailoring your objective towards each individual employer, you will be well positioned to stand out from other applicants and increase your chances of success in this highly competitive industry.

Related : Investment Banker Resume Examples

A "right" resume objective for an investment banker should highlight the candidate's qualifications and experience to demonstrate their ability to succeed in financial analysis, portfolio management, and other related activities, while a "wrong" resume objective could focus on the benefits of the job such as salary or career advancement instead of the candidate's skills.

Editorial staff

Brenna Goyette

Brenna is a certified professional resume writer, career expert, and the content manager of the ResumeCat team. She has a background in corporate recruiting and human resources and has been writing resumes for over 10 years. Brenna has experience in recruiting for tech, finance, and marketing roles and has a passion for helping people find their dream jobs. She creates expert resources to help job seekers write the best resumes and cover letters, land the job, and succeed in the workplace.

Similar articles

• Top 11 Investment Banker Certifications
• What does an Investment Banker do?
• Top 18 Business Banker Resume Objective Examples
• Top 18 Phone Banker Resume Objective Examples
• Top 18 Private Banker Resume Objective Examples
• Top 18 Investment Accountant Resume Objective Examples

Common Investment Banking Interview Questions and Answers

Get interview-ready with our investment banking career guide. Discover what common investment banking interview questions employers ask and find the right answers to stand out on your Superday. We covers both behavioral and technical questions, helping you to effectively showcase your skills and experience.

Join over 2 million professionals who advanced their finance careers with 365. Learn from instructors who have worked at Morgan Stanley, HSBC, PwC, and Coca-Cola and master accounting, financial analysis, investment banking, financial modeling, and more.

If you’re preparing for an investment banking interview, you’re likely aware of the competitive nature of the field. This guide walks you through some common yet challenging investment banking interview questions and sample answers, covering both behavioral and technical aspects of the job.

Table of Contents

How to prepare for an investment banking interview , the investment banking interview process.

• Common Investment Banking Interview Questions and Answers   

Investment Banking Brain Teasers

Questions to ask an investment banker.

• Next Steps 
• FAQs  

An IB interview prep is key to succeeding in an investment banking interview. Here are some steps to help you get ready:

• Research the firm: Understand the company’s history, culture, recent deals, and industry reputation and take notes. During your investment banking interview prep stage, you should explore firms like— Goldman Sachs , J.P. Morgan Chase & Co. , Morgan Stanley , Bank of America Merrill Lynch , Citigroup , Credit Suisse , Deutsche Bank , and Barclays .
• Review financial concepts: Be comfortable with explaining financial concepts, valuation techniques, and market trends. Our latest investment banking job report outlines essential topics employers seek in a candidate.
• Practice investment banking behavioral questions: Reflect on your experiences and how they relate to the role.
• Have an investment banking mock interview: Conduct an investment banking mock interview with a friend or mentor to build confidence.
• Master technical investment banking interview questions: Ensure proficiency in relevant financial software and tools and are ready to tackle them on your feet.

Bonus Resource : Here’s a free summary of key investment banking concepts .

Understanding the investment banking interview process can help you prepare effectively. Here’s an overview of the typical steps involved:

• Application and Resume Screening: Submit your application, which includes your resume, cover letter, and possibly an online application form. Ensure you tailor it according to your desired investment banking job description . Recruiters screen these materials to shortlist candidates for the next round.
• First-Round Interviews: Often conducted over the phone or via video call, first-round interviews typically focus on your resume, investment banking behavioral questions , and some technical questions to assess your basic understanding of finance and investment banking. So, be well prepared for a quick investment banking phone interview.
• Assessment Centers: Some firms use assessment centers where candidates participate in group activities, case studies, and individual presentations. This evaluates your teamwork, problem-solving, and communication skills. Be fully prepared with these technical investment banking interview questions .
• Second-Round Interviews: These are usually in-person interviews at the firm’s office. They are more in-depth and can include multiple interviews with various team members. Expect a mix of investment banking behavioral questions , technical, and situational questions.
• Superday (Final Round): For top candidates, the final round, known as Superday, involves back-to-back interviews with senior bankers, including managing directors and partners. This round is highly intensive, testing your technical knowledge, cultural fit, and overall suitability for the role. Ensure you have an investment banking cheat sheet to recap between meetings.
• Offer and Onboarding: Successful candidates receive an offer letter detailing the role, compensation, and other details. After accepting the offer, you will go through the onboarding process, which includes training and orientation.

Common Investment Banking Interview Questions and Answers  

Using the STAR method technique ( S ituation, T ask, A ction, R esult) is an excellent way to tackle these investment banking interview questions. Below are some examples with corresponding sample answers.

1. Can you walk me through your resume?

• Situation: An investment banking interview process starts with dissecting your resume. Begin with your educational background.
• Task: All IB interview questions must outline your work experience and key achievements.
• Action: Highlight skills relevant to investment banking.
• Result: Show how your experiences have prepared you for this role.

Answer Example: I graduated with a degree in finance from XYZ University. During my studies, I aimed to build a strong foundation in investment banking. I completed internships at ABC Bank and DEF Financial, where I worked on financial modeling and analysis. These experiences equipped me with the necessary skills and insights for a successful career in investment banking, and I am eager to bring this expertise to your firm.

2. What exactly do investment bankers do?

• Situation: Investment banking interview questions aim to provoke and see if you crack under pressure. Start building your skills from the bottom up and know the basics of the role.
• Task: Explain that investment bankers help companies raise capital and advise on mergers and acquisitions.
• Action: Provide specific examples of tasks.
• Result: During your investment banking mock interview, find a way to demonstrate a clear understanding of the job.

Answer Example: Investment bankers play a crucial role in the financial industry. They assist companies in raising capital by issuing stocks or bonds and provide strategic advice on mergers and acquisitions. For example, at my previous internship, I was involved in preparing pitch books for potential M&A deals. Through this, I developed a comprehensive understanding of the process and the importance of investment bankers in maximizing value for their clients.

3. Why did you choose to apply to our firm?

• Situation: Before your investment banking phone interview, ensure you research the firm.
• Task: Identify unique attributes or initiatives.
• Action: Explain how these align with your career goals.
• Result: Show genuine interest and thorough preparation.

Answer Example: Your firm’s commitment to innovation and excellence has always been admirable. Researching the company’s history, culture, and recent deals revealed impressive mentorship programs and professional development opportunities. I believe that joining your firm would provide the perfect environment for me to grow and contribute meaningfully to your team.

4. What are the different investment banking valuation methods?

• Situation: Breaking into Wall Street requires in-depth knowledge of certain topics. You must demonstrate a strong understanding of the various investment banking valuation methods.
• Task: Identify and explain different methods, such as DCF, comparable company analysis, and precedent transactions.
• Action: Describe how each method is used and its advantages and limitations.
• Result: Show a comprehensive understanding of investment banking valuation methods.

Answer Example: As I said, in investment banking, several valuation methods are used, including DCF analysis, comparable company analysis, and precedent transactions. DCF analysis involves projecting future cash flows and discounting them to present value using the company’s WACC . Comparable company analysis involves comparing the target company’s financial metrics with those of similar public companies. Precedent transactions involve analyzing prices paid for similar companies in past transactions. Each method provides unique insights, and using multiple methods helps ensure a comprehensive valuation.

5. How would you value a company?

• Situation: This is a follow-up question where you mention any related experience, such as your previous role as a financial analyst.
• Task: Determine a fair and comprehensive company valuation.
• Action: Use investment banking valuation methods like DCF analysis , comparable company analysis , and precedent transactions .
• Result: Present a well-rounded valuation to your team.

Answer Example: In my role as a financial analyst, I was tasked with valuing a mid-sized manufacturing company. I employed various investment banking valuation methods such as the DCF analysis, comparable company analysis, and precedent transactions. I projected future cash flows, compared financial metrics with similar companies, and analyzed past transactions. This multifaceted approach provided a well-rounded valuation, guiding our investment decision-making process.

6. What’s the difference between enterprise value and equity value?

• Situation : Through investment analyst interview questions, candidates are often tested on their understanding of commonly used financial metrics.
• Task: Explain the components of each value.
• Action: Provide calculations and real-world examples. You can create an investment banking interview cheat sheet to refer to while practicing.
• Result: As one of the crucial investment banking technical questions, it’s important to clarify the difference clearly and concisely.

Answer Example: Understanding financial metrics is crucial in investment banking. Enterprise value includes equity, debt, and cash, reflecting the total company value. Equity value, or market capitalization, is the value of a company’s outstanding shares . This distinction helps in evaluating a company’s overall worth and the value available to shareholders.

7. How do you calculate the terminal value of a company?

• Situation: In DCF analysis.
• Task: Choose between the perpetuity growth model and the exit multiple approach.
• Action: Explain both methods and their applications.
• Result: Show a deep understanding of valuation techniques.

Answer Example: Terminal value is a critical component in DCF analysis. The perpetuity growth model assumes constant growth of cash flows, while the exit multiple approach estimates terminal value based on a multiple of financial metrics like EBITDA . Both methods provide insights into a company’s long-term value, aiding in comprehensive valuation analysis.

8. Walk me through an LBO.

• Situation: Leveraged Buyout (LBO) is a key concept in investment banking.
• Task: Explain the process and components of an LBO.
• Action: Discuss the acquisition, financing structure, and exit strategy.
• Result: Demonstrate an understanding of how value is created through an LBO.

Answer Example: An LBO involves acquiring a company using a significant amount of borrowed money (leverage) to meet the cost of acquisition. The assets of the company being acquired often serve as collateral for the loans. The process typically includes identifying a target company, securing financing from various sources (like debt and equity), and planning the exit strategy, which could be through an IPO or a sale. By improving operational efficiencies and paying down debt, the acquiring company aims to increase the value of the business and achieve a high return on investment.

9. Walk me through a DCF.

• Situation: Discounted Cash Flow (DCF) is a common valuation method.
• Task: Explain the steps involved in performing a DCF analysis.
• Action: Describe projecting cash flows, determining the discount rate, and calculating the present value.
• Result: Show how DCF helps in valuing a company based on its future cash flows.

Answer Example: To perform a DCF analysis, start by projecting the company’s free cash flows for a specific forecast period. Next, determine the appropriate discount rate, often the company’s Weighted Average Cost of Capital (WACC). Then, calculate the terminal value using either the perpetuity growth model or the exit multiple approach. Finally, discount the projected cash flows and terminal value back to their present value using the WACC. The sum of these present values gives you the company’s intrinsic value .

10. What are some key considerations in restructuring?

• Situation: Restructuring involves reorganizing a company’s structure and operations.
• Task: Any restructuring interview questions must tackle key considerations, such as financial health, operational efficiencies, and stakeholder interests.
• Action: Discuss strategies like debt restructuring, asset sales, and cost-cutting.
• Result: Show how restructuring can improve a company’s financial stability and operational performance.

Answer Example: Restructuring involves assessing the company’s financial health and identifying areas for improvement. Key considerations include reducing debt through negotiations with creditors, selling non-core assets to raise capital, and implementing cost-cutting measures to enhance operational efficiencies. The goal is to improve the company’s financial stability and position it for long-term success while considering the interests of all stakeholders involved.

11. Why investment banking?

• Situation: Reflect on your motivation for pursuing a career in investment banking.
• Task: In your investment banking interview guide, you must outline specific reasons why you are drawn to this field.
• Action: Explain how your skills and experiences align with the demands of investment banking.
• Result: An impeccable ‘Why Investment Banking’ answer must demonstrate your passion and suitability for the role.

Answer Example: I am passionate about investment banking because it combines my interest in finance with my desire to work in a fast-paced, dynamic environment. My background in financial analysis and modeling has equipped me with the technical skills needed for this role. Additionally, I thrive on challenges and enjoy working on complex transactions that have a significant impact on companies and industries. Investment banking offers the perfect platform for me to leverage my skills and contribute to meaningful financial decisions.

12. How do you approach networking in investment banking?

• Situation: Investment banking networking questions are paramount for those entering the field. Networking is crucial in this line of work for career growth and deal sourcing.
• Task: Identify effective networking strategies.

Action: When preparing for such investment banking informational interview questions, discuss attending industry events, leveraging alumni networks, and building relationships with colleagues.

• Result: Show how networking can lead to career opportunities and successful deals and include it in your IB interview prep set.

Answer Example: Networking is essential in investment banking, and I approach it strategically to build meaningful connections that can lead to career opportunities and successful deals. To achieve this, I attended various industry events such as finance conferences, seminars, and networking mixers . I made a point to introduce myself to speakers and other attendees, engaging them in conversations about their work and experiences. Additionally, I leveraged my alumni network by reaching out to former classmates and professors who are now working in the field. I also actively participated in online professional groups and forums related to investment banking to stay updated on industry trends and connect with professionals worldwide.

Top 100 Investment Banking Interview Questions

Investment banking is a multidisciplinary field, requiring a broad knowledge base across various domains. As a result, you may encounter interview questions spanning multiple areas of finance.

Investment banking brain teasers are a common part of such interviews. They test your analytical thinking, problem-solving skills, and ability to handle pressure. Here are a few examples:

Investment Banking Brain Teasers: The Light Bulb Problem

Question: You are in a room with three light switches. Each switch controls one of three light bulbs in another room. You cannot see the bulbs from where the switches are. You can turn the switches on and off and leave them in any position. How would you identify which switch controls which bulb if you are allowed only one trip to the room with the bulbs?

Solution: Turn on the first switch and leave it on for a few minutes. Then turn it off and turn on the second switch. Immediately go to the room with the bulbs. The bulb that is on corresponds to the second switch. If it’s off but warm, it corresponds to the first switch, and the one that’s off and cold corresponds to the third switch.

Investment Banking Brain Teasers: The Three Hats Problem

Question: Three people are wearing hats that are either red or blue. Each person can see the other two hats but not their own. They need to guess the color of their hat or pass, and they can’t communicate with each other once the game starts. What strategy should they use to maximize the number of correct guesses?

Solution: One strategy is for each person to assume that if they see two hats of the same color, they must be wearing the opposite color. If they see one red and one blue, they pass. This way, if the hats are RR or BB, one person will guess correctly and the other two will pass. If the hats are RB or BR, they all pass. Over many iterations, this strategy maximizes correct guesses.

Investment Banking Brain Teasers: The Bridge Crossing Problem

Question: Four people need to cross a bridge at night. They have one flashlight, and the bridge is too dangerous to cross without it. Only two people can cross at a time. Each person walks at a different speed: 1 minute, 2 minutes, 7 minutes, and 10 minutes. What is the fastest time for all four to cross the bridge?

Solution: The fastest solution is as follows:

• First, the 1-minute and 2-minute people cross the bridge (2 minutes).
• The 1-minute person returns with the flashlight (1 minute, total: 3 minutes).
• The 7-minute and 10-minute people cross the bridge (10 minutes, total: 13 minutes).
• The 2-minute person returns with the flashlight (2 minutes, total: 15 minutes).
• Finally, the 1-minute and 2-minute people cross the bridge again (2 minutes, total: 17 minutes).
• Total time: 17 minutes.

Investment Banking Brain Teasers: The Weighing Problem

Question: You have 12 identical-looking balls, but one is either heavier or lighter. You have a balance scale. So, how can you determine which ball is the odd one out and whether it is heavier or lighter in just three weighings?

Solution: Divide the balls into three groups of four. Weigh two groups (Group A vs. Group B). If they balance, the odd ball is in the third group (Group C). If they don’t balance, the odd ball is in the heavier or lighter group. Take the suspected group, divide it into three smaller group, and repeat the process. With careful elimination, you can determine the odd ball in three weighings.

Investment Banking Brain Teasers: The Jelly Beans Problem

Question: You have a jar with 50 red jelly beans and 50 blue jelly beans. You want to separate them into two jars such that each jar contains at least one jelly bean, and the probability of picking a red jelly bean from one of the jars is maximized. How do you do it?

Solution: Put one red jelly bean in the first jar. Put the remaining 49 red jelly beans and all 50 blue jelly beans in the second jar. As a result, the probability of picking a red jelly bean is now maximized because:

• Probability from the first jar = 1.
• Probability from the second jar = 49/99.
• The overall probability of picking a red jelly bean is maximized to (1/2) (1) + (1/2) (49/99) = 0.745.

Asking insightful investment banking interview questions demonstrates your genuine interest in the position and the company. Here are some examples:

• Can you tell me more about the team I would be working with and how this position contributes to the overall success of the finance department?
• What are the most immediate projects that need to be addressed by the person filling this position?
• What are the company’s growth plans for the next few years, and how does the finance department contribute to achieving these objectives?

Questions to ask in an investment banking interview should be specific to the company and not overly complicated to avoid putting the interviewee in a tough spot.

After preparing and practicing for your investment banking interview questions, ensure you:

• Stay Updated: Keep abreast of the latest industry trends and news.
• Follow Up: Send a thank-you email after the interview, reiterating your interest in the role.
• Reflect: Assess your performance and identify areas for improvement for future interviews.

Looking to improve your investment banking skills?

Enroll in our investment banking training and receive a certificate for your knowledge. You can try our learning platform for free.

FREE SIGN UP

To prepare for an interview at an investment bank, start by thoroughly researching the firm. Understand its history, culture, recent deals, and industry position. This background knowledge will help you tailor your answers and show your genuine interest in the company. Next, review key financial concepts, including valuation techniques, financial modeling, and market trends. Practice answering behavioral questions using the STAR method (Situation, Task, Action, Result) to reflect on your past experiences. Conduct an investment banking mock interview to build confidence and refine your responses. Finally, ensure you are proficient in relevant financial software and tools, as technical skills are crucial in investment banking roles.

Investment banking interviews typically include a mix of behavioral and technical questions. Behavioral questions might include “Can you walk me through your resume?” and “Why investment banking?” These assess your experiences, motivations, and fit for the firm. Technical questions often cover core financial concepts and practical applications. Examples include “How would you value a company?” and “What’s the difference between enterprise value and equity value?” These questions test your understanding of financial principles and your ability to apply them in real-world scenarios.

The preparation time for an investment banking interview can vary but starting at least a month in advance is generally recommended. This timeframe allows you to review financial concepts, practice technical skills, conduct mock interviews, and research specific firms. Dedicating consistent, focused effort over this period will help you build the knowledge and confidence needed to perform well in your interviews.

EBITDA is a measure of a company’s overall financial performance and operational profitability. The formula is Net Income + Interest + Taxes + Depreciation + Amortization. You might also be asked, “Why might EBITDA be considered a better measure than net income?” The answer is that EBITDA excludes non-operational expenses, providing a clearer view of a company’s operational performance.

Share this article:

Nicolette Son

Nicolette brings her expertise in linguistics to the 365 Financial Analyst team, where she crafts content that makes complex financial concepts accessible. Her background in English Philology and a Bachelor of Business Administration guides her approach to simplifying the intricacies of finance. She’s committed to giving professionals the key financial skills needed for high-level corporate roles.

We Think You Will Also Like

10 fp&a interview questions and answers you need to know.

Top 10 Highest Paying Finance Jobs

How to Become a Financial Analyst in 2024

Investment Banking and Finance

A liberal arts background prepares you well for a career in finance, but additional work is required to set yourself up for successful entry into the field. careers in finance are competitive – it takes motivation , dedication , and achievement to reach your goals., what is finance.

Finance is a term that addresses matters regarding the management, creation, and study of money and investments. It involves the use of credit and debt, securities, and investment to finance current projects using future income flows. Finance is closely linked to the  time value of money ,  interest rates , and other related topics because of this temporal aspect. – Investopedia

Finance is defined as the management of money and includes activities such as investing, borrowing, lending, budgeting, saving, and forecasting. – CFI

Learn More about Finance:

• What Does Finance Mean? Its History, Types, and Importance Explained ( Investopedia)
• What is Finance? ( CFI)

Is Finance a Good Fit for Me?

Consider Finance Early

Many careers in finance require you to  demonstrate interest in the industry as early as your first and early sophomore years — the sooner the better! Even if you are not entirely sure if a career in finance is for you, it is important to explore and engage early to keep doors open. Doing your own research and exploration is a great way to start. Have an initial conversation with Bryan Shealer or Kirsten Cahoon in the Piper Center.

Internship Recruiting Timelines

Recruiting timelines can vary and depend on the size of the firm, the functional area within finance, and factors in the broader economy.  Knowing what timeline is right for you is important.  Connect with the Piper Center to learn more and create your personal plan.  Below are some general guidelines:

Many firms fill their full-time roles through their internship programs – up to 70% of full-time hires come from prior interns. To ensure that you have the best shot at a full-time offer after graduation, it is important to focus on securing an internship in your junior summer.  An internship in your sophomore summer is increasingly beneficial – ideally in a business role with quantitative and project-based elements. Before you apply, be sure to have your application materials reviewed several times in the Piper Center.

Traditionally Underrepresented Groups in Finance

Many organizations within the industry are focused on improving diversity and representation in the field.  Employers are developing programs to encourage women, historically excluded minorities, LGBTQ+ individuals, veterans, and individuals with disabilities to consider careers in finance and work at their firms.  These programs are usually for first-years (and sometimes early sophomores) and may be a traditional internship, externship, seminar/workshop, special info sessions, networking meet-ups, or leadership conferences.  These programs often come with priority consideration for other internship programs.  If these identities apply to you, watch for these programs and opportunities on employer websites and in postings.

Pre-Professional Finance Fast-Track Opportunity

The Pre-Professional Finance Fast-Track Opportunity is designed to provide incoming students with the opportunity to access an accelerated course progression in order to prepare them for certain competitive careers in finance.

Accepted students will take recommended accounting and finance courses in their first two years at St. Olaf.  Students participating in this opportunity must eventually choose an economics major with a finance emphasis.  (Adding a second major or concentration or withdrawing from the opportunity is permitted.)

Finance Fast Track – Course and Opportunity Progression Handout

Typical course requirements for the Finance Fast-Track:

• Semester 1 (fall of the first year): Principles of Economics (ECON 121) or equivalent (AP credit, etc.)
• Semester 2 (spring of the first year): Principles of Accounting (BUS 225).
• During either semester 3 or 4: Managerial Accounting (BUS 237).
• Semester 3 (fall of the second year): Corporate Finance (BUS 281).
• Semester 4 (spring of the second year): Investments (BUS 380).
• During either Semester 2 or 3: Introduction to Econometrics (ECON 260). This course, or another course in statistics, has to be completed before Investments.

Students are encouraged to take the other two economics core courses – ECON 261 Macroeconomic Theory and ECON 262 Microeconomic Theory – as soon as possible in their program of study.

To apply for Finance Fast-Track,  complete and submit the application . (You will need your St. Olaf log-in credentials.)

Incoming and first semester, first-year students are eligible to apply for the opportunity.  Students wishing to apply to the Finance Fast Track after their first semester should contact the Business & Management Studies Department or Bryan Shealer in the Piper Center for guidance.

Economics, Business, and Finance courses are an important foundation but what you do out of the classroom is equally important. Below are suggested activities by class year – while you don’t need to do everything listed here, it is a great source of recommendations to draw from.

Four-Year Co-Curricular Recommendations: Finance

Roles in Finance

The CFI Interactive Career Map is a great tool to explore the greater finance ecosystem.  Where is your fit?

Important Factors For Success

Frequently Asked Questions

Whoa this feels like a lot of pressure so early in my time as a student.

Yes, indeed.  Many (rightly)  argue against such early timelines within the finance industry but, for now, these very early timelines are the reality.  It’s normal to not be 100% sure about a career in finance but you should at least take early steps to prepare in order to maintain your competitiveness for the industry.  You can always change your mind but it’s hard to catch up if you wait too long to start.

What kind of students do financial organizations seek?

There is no one archetype here and, in fact, your liberal arts background can give you a stronger, well-rounded foundation to help you stand out.  However, there are key strengths, skills, and even personality traits that often correlate with different roles within finance.  In general, financial organizations seek candidates who are well-rounded, highly motivated, possess strong communication skills, and are able to organize themselves.  While internships are an important way to build experience and success, employers will look at experiences that demonstrate leadership in both curricular and co-curricular venues.  And frankly, strong GPAs and high-achievement academically are a foundational requirement for many larger financial organizations.

There is no one major, per se, that determines whether you can pursue a career in finance.  An English major can succeed in this area IF they build necessary experiences and take important business and quantitative courses to round out their education.  Most St. Olaf students who pursue careers in finance choose to major in Economics, Quantitative Economics, or Math and add a finance emphasis or the business and management studies concentration.  The Finance Fast Track Opportunity is a course progression option that starts in your first-year at St. Olaf to ensure early access to the most important courses to help you prepare.  Participation in the Finance Fast Track does require at least one major in economics with the finance emphasis.

Is my junior or senior year too late to explore finance?

If you’re just starting to explore finance as a senior or junior, it’s unlikely that you’ll be competitive for roles at larger financial organizations immediately after graduation.  You may get lucky, especially if you have deep connections within the industry and you’ve had significant exposure to quantitative courses and financial markets, but it’s much harder to do.

This does not mean you can’t enter the world of finance, but you’ll most likely need to begin your professional career in a related industry or at smaller financial organizations and then network to move into your desired role or employer.  During that time, you can network, take relevant courses or certificate programs,  or perhaps pursue a master’s degree in finance.

Occasionally  financial organizations of all sizes will do “just-in-time” hiring to fill full-time analyst classes not completely filled by summer interns. Because these opportunities typically have short turnaround times, pay attention to communication from the Piper Center, Handshake, LinkedIn, and other relevant platforms to make sure you don’t miss out on these time-sensitive opportunities. Have your resume ready so you can apply right away.

Will studying abroad affect my chances of getting internships?

Studying abroad is a great way to gain global perspectives on financial markets, so doing so shouldn’t limit you from applying for internships or getting selected for interviews. It can be helpful to choose programs that provide you with the opportunity to take business and finance courses while you are studying away from campus.

Since the pandemic, financial organizations are much more flexible and willing to interview candidates entirely through virtual platforms.  However, depending on the employer the inability to engage with in-person interviewing can be a disadvantage even if there are virtual options.  And for some employers, students may be expected to interview in person, especially for final interviews (often referred to as super days).  In these cases, you may have the ability to interview in your host country or even fly for the on-site interviews.

What should I be doing over first-year or sophomore summer? What if I can’t get a sophomore internship?

Firstly, it’s very possible that you will be applying for sophomore summer internships AND junior summer internships at the same time.  Yes, it can feel a little crazy!  Remember that timelines for junior internships are far more rigid, so it’s important to prioritize those applications or at least be organized to ensure you don’t miss any deadlines.

Relevant summer experience is critical to showing an interest in and commitment to a career in finance. However, internships can often be hard for sophomores to obtain, especially when they’re competing against juniors with more knowledge and skills. Any opportunities that provide you with the chance to cultivate relevant knowledge and skills can be valuable. For example, exposure to financial statements and spreadsheets can be helpful if you’re interested in investment banking. A fast-paced environment with client-facing responsibilities can be useful if you’re interested in sales and trading. The emphasis should be on the nature of the work rather than the environment or industry in which it’s being done.

I’m an international student, is finance a good industry to pursue?

This is a difficult answer but the answer is usually no. The U.S. immigration system significantly limits the options of employers to hire international student candidates in the long-term, which often results in policies that exclude candidates who do not have unlimited work authorization already in hand.  Some employers are willing to consider candidates who rely on CPT, OPT, or who need work visa sponsorship – but many, in fact a majority, have policies in place that limit eligibility for internship and job opportunities to U.S. citizens and permanent residents only – and that can fluctuate from year to year.

It’s not impossible.  International students who meaningfully engage in the steps outlined above can find success.  International Oles have found successful careers in finance in the past – but the journey is likely to be arduous and frustrating.  You will have to work harder and longer – and deal with a lot of rejection – before finding success.  Additionally, international students must observe, navigate and adapt to a very unique industry culture.

Students may want to investigate whether the pathway to careers in finance might be easier in your home (or third) country.

About the Industry Area

Asset/Wealth Management

• What Is Asset Management? (Wall Street Oasis)
• What is Wealth Management? (Forbes)
• Asset Management vs. Wealth Managemen t (Smart Asset)

Commercial Banking

• What Is Commercial Banking? (Investopedia)
• Commercial Banking vs. Investment Banking (Wall Street Mojo)

Corporate Development

• What Is Corporate Development? (Investopedia)

Investment Banking

• What Is Investment Banking? (Corporate Finance Institute)
• What do Investment Bankers Do? (Corporate Finance Institute)
• Buy Side vs. Sell Side (Wall Street Mojo)
• Wall Street Wannabe (Industry guide created by Carlson Alum Dino Bilankov)
• 2018 Investment Banking Industry Report (Wall Street Oasis)

Finance Careers – a map of your options

Financial Career Options for Professionals (Investopedia)

Finance Career Cluster (O*NET)

Breaking Down “Corporate Finance”

Sample Student Involvement Opportunities

• Pause Kitchen Finance Officer
• SGA Finance Officer
• Student employment: Business Office
• Student employment: Teaching Assistant for Financial or Managerial Accounting Classes
• Treasurer of student government branches, clubs/organizations
• Finance Club
• Investment Club
• Women in Business
• Girls Who Invest
• Pillars of Wall Street
• LinkedIn Learning’s Excel Tutorials

Job Postings

• St. Olaf College’s Handshake database
• Finance Diversity Recruitment Programs
• Check company websites directly! Many postings require you to act right away.

Technical Interview Prep Resources

• Wall Street Prep Financial Modeling and Valuation Certificate  (Ole Career Launcher Program)
• Key topics: What’s investment banking (capital raising, advising); valuation approaches (DCF, trading comps, precedent transactions, LBO); accounting/financial statements and how they are related (income statement, balance sheet, cash flow statement); current market knowledge
• Common Finance Technical Interview Questions
• Investment Banking: Valuation, Leveraged Buyouts, and Mergers & Acquisitions
• Banker Blueprint

Professional Groups

• MN CFA Society
• Women’s Association of Venture and Equity
• 100 Women in Finance
• Smart Women Securities

Resume Worded   |  Career Strategy

Investment banking resume summary examples.

Approved by hiring managers, here are proven resume summary examples you can use on your Investment Banking resume. Learn what real hiring managers want to see on your resume, and when to use which.

• Investment Banking
• Entry-Level Investment Banking Analyst
• Investment Banking Analyst
• Investment Banking Associate
• Investment Banking Consultant
• Investment Banking Director
• Investment Banking Intern
• Investment Banking Vice President
• Junior Investment Banker
• Senior Investment Banker
• Investment Banking resume templates
• Similar summary examples

Investment Banking Resume Summary Example

Highlighting major transactions.

By mentioning the large transactions you've managed and closed, you're directly demonstrating your capability to handle large-scale projects. This can instill confidence in potential employers about your ability to perform under pressure and manage high-stakes deals.

Showcasing leadership skills

When you mention you've led cross-functional teams, it's a subtle way to tell recruiters you possess strong leadership skills. It's a way to show you're comfortable in a team-leader role without directly stating it.

Focusing on strategic contributions

By drawing attention to your ability to create financial models and reports that guide strategic decision-making, you're positioning yourself not just as an executor, but a strategic thinker. That's a valuable skill set in the world of investment banking.

Entry-Level Investment Banking Analyst Resume Summary Example

Use of practical experience.

For entry-level roles, sharing practical experiences like internships or projects can be a great way to demonstrate your skill set. It's not about the level of experience, but the quality and applicability of that experience. Your role in preparing financial models shows you're familiar with the tools of the trade.

Showcasing client management

By highlighting your management of a high-net-worth portfolio, you're showing potential employers that you can manage relationships and handle responsibility. This is a concrete way of demonstrating your interpersonal skills.

Your resume is your ticket to your dream job. But is it up to par? Our tool analyzes your resume and provides a comprehensive report on how to improve it. Get actionable insights and start landing more interviews today.

Investment Banking Analyst Resume Summary Example

Execution of m&a deals.

Your role in executing M&A deals showcases your experience in managing complex transactions. It also hints at your understanding of the M&A process, which is key in investment banking roles.

Building financial models

Building and maintaining complex financial models suggests you have strong analytical skills and an understanding of financial analysis tools. These are critical skills in investment banking.

Industry research

Conducting comprehensive industry research indicates that you're proactive and thorough in your work. It also shows your ability to identify potential investment opportunities, a crucial skill in the world of investment banking.

Investment Banking Associate Resume Summary Example

Managing large portfolios.

Managing large portfolios indicates your ability to juggle multiple tasks and responsibilities. It also suggests you possess strong organizational and relationship management skills, traits highly valued in investment banking.

Track record of deal execution

By stating the number of M&A deals you've contributed to, you're providing a clear picture of your experience and competence in navigating complex transactions. This can be a strong selling point for you.

Investment Banking Consultant Resume Summary Example

Illustrating advisory role.

Advising on 50+ deals across various sectors communicates quite a few things - you're knowledgeable, you're trusted, and you've got a broad exposure. It's a statement that talks about your capabilities without bragging.

Detailing Investor Pitching Experience

Developing and presenting investor pitches is a skill that's always in demand. By including this, you're showing that you have the ability to convince and influence - a sign of great communication skills.

Outlining Research Skills

Performing in-depth industry research is a critical aspect of investment banking. It shows you're thorough, have a keen eye for detail and can spot investment opportunities. This is a great way of saying, "I'm not just about execution. I also bring insights to the table."

Investment Banking Director Resume Summary Example

Showing scale and impact of transactions.

When you state that you've overseen 100+ high-profile transactions, you're subtly telling the recruiter that you've got this. You've handled big deals, probably with complex dynamics, and you've got the nerves and the smarts for it. This communicates a high level of expertise and competence.

Emphasizing leadership skills

By highlighting that you've led a team of 30+ analysts and associates, it shows that you're not just an individual contributor. You can manage teams, delegate, and take responsibility. You're essentially saying, "I can harness the power of a team to deliver results."

Highlighting strategic thinking

Implementing strategic initiatives that bumped up the revenue by 30% is no small feat. This shows that you're not just about executing tasks, but you're also a strategic thinker. You've got the ability to see the bigger picture, make strategic decisions, and drive growth.

Investment Banking Intern Resume Summary Example

Understanding of key banking tasks.

When you say you've assisted in preparing financial models, it shows you understand what investment banking is all about. Even though you're just starting, you've done some of the work, you know what it takes.

Sharing tangible achievements

A $50M+ acquisition is nothing to scoff at, especially for an intern. It's a great way to show you're capable and can contribute, even at an early stage in your career. This shows ambition, drive and the ability to contribute meaningfully.

Investment Banking Vice President Resume Summary Example

Significant transaction experience.

Highlighting the volume and value of transactions you've led not only speaks to your experience but also your ability to handle high-pressure situations. It gives recruiters an idea of the scope and scale of projects you're comfortable handling.

Team leadership

Leading a large team shows your leadership skills and capacity to manage. This is especially important for a VP role where you're likely to oversee several teams.

Strategic initiative

Developing and implementing strategic initiatives that increase revenue shows that you have a big-picture mindset and can contribute to the company's growth. It also hints at your entrepreneurial mindset, a trait sought after in higher-level roles.

Junior Investment Banker Resume Summary Example

Demonstrating direct contributions to m&a deals.

Nobody likes fluff and recruiters smell it a mile away. By stating that you contributed to successful M&A deals, you're showing that you've got hands-on experience in a critical part of investment banking. You're asserting that you've been in the trenches and you know the drill. This is you, telling them you can hit the ground running.

Depicting role in financial models and due diligence

Investment banking is all about the details and rigorous analysis. By mentioning your involvement in building financial models and conducting due diligence, it's clear you're not just about the high-level strategy talk but can dive into the nitty-gritty. This shows your versatility and the capability to handle both micro and macro-level tasks.

Senior Investment Banker Resume Summary Example

Leading large teams.

Directing large teams, especially on high-stake deals, showcases your leadership capabilities. It shows your ability to coordinate team efforts and manage complex projects, both crucial skills in investment banking.

Highlighting big wins

A successful merger is a huge achievement, but stating its impact on market share allows recruiters to visualize the tangible outcomes of your work. This emphasizes your ability to drive success in business operations.

Funding for start-ups

Securing funding for start-ups demonstrates your ability to identify potential investment opportunities and persuade investors. This skill set can be very desirable in investment banking roles.

Investment Banking Resume Templates

Financial analyst.

Finance Resume Summary Examples

• > Accountant Summary Examples
• > Bookkeeper Summary Examples
• > Financial Advisor Summary Examples
• > Financial Analyst Summary Examples

Finance Resume Objective Examples

• > Accountant Objective Examples
• > Bookkeeper Objective Examples
• > Financial Advisor Objective Examples
• > Financial Analyst Objective Examples

Finance Resume Guides

• > Accountant Resume Guides
• > Bookkeeper Resume Guides
• > Financial Advisor Resume Guides
• > Financial Analyst Resume Guides

Thank you for the checklist! I realized I was making so many mistakes on my resume that I've now fixed. I'm much more confident in my resume now.

• CV Templates Simple Professional Modern Creative View all
• CV Examples Supermarket Student Cleaner Care Assistant Sales Assistant View all
• Cover Letter Templates Simple Professional Modern Creative View all
• Cover Letter Examples Care Assistant PhD Internship Cleaner Short View all
• Cover Letter Builder
• CV Examples

Banking CV Examples & UK Templates

Choosing the right CV format for a banking CV

Include your contact information, make use of a summary, outline your banking work experience: a long-term investment, include the relevant key skills that make you a great banking worker, detail your education & relevant banking certifications, pick the right cv layout and design for a banking cv, what type of salary you can expect in uk banking .

With 260 banks spread across the country boasting a cumulative 358,570 employees , there are plenty of opportunities in the financial sector. If you have your sights set on a job in this ever-growing industry, you need to show the hiring manager that you have what it takes. Writing a well-positioned banking CV is the first step on the pathway towards success. 

Since this is a highly competitive career, you need to set yourself apart from the competition. Sending off a generic CV won’t cut it. Instead, you need a document that positions you as a leading application with the brains to excel. Luckily, you’ve come to the right place. 

CV guide for a banking CV

Let Resume.io propel you toward success. We have 150+ CV examples and writing guides backed by experts. Use our CV builder to effortlessly create a banking CV in minutes. 

This CV guide and corresponding banking CV example will cover the following:

• How to write a banker CV
• Choosing the right CV format for the banking sector
• How to add your contact information
• Using summaries
• Adding your financial work experience
• Listing education and relevant experience
• Picking the right CV design/layout
• What the banking job market looks like, and what salary you can expect

How to write a banking CV

The very first step in writing your banking CV is understanding the necessary sections to include. Make sure your CV contains the following elements:

• The CV header
• The CV summary (aka profile or personal statement)
• The employment history section
• The CV skills section
• The education section

Your banking CV is likely the first thing a hiring manager will see. It’s your opportunity to hook their attention and show them that you have what it takes to succeed. As you already know, it takes a diverse skill set and high level of expertise to work in this field. For that reason, you need to make sure that you show off your range of talents and experience in the best light. Here are some of the approaches you can use. 

• Highlight your career accomplishments. One of the major mistakes many applicants make is simply listing the experience they have. Recounting your prior duties on your CV will not win over the hiring manager. You need to showcase your value to them. You can do this by hinging your CV on the results you have achieved.
• Avoid sending the same banking CV to every employer. While it may be tempting to write your application once and use it every time, this is an error. To increase your chances of success, ensure that you tailor your CV to meet the needs of the company. That means doing some research and tweaking your CV to suit the role.
• Keep the design simple. Using flashy or over-the-top design elements could actually work against you. If your banking CV is hard to read, the hiring manager may not bother. Take a look at our selection of tried and tested CV templates now.
• Always be sure to optimise your banking CV to help you get past CV scanning software . You can do this by including specific keywords and phrases in the body of the content. You should also ensure that you use an ATS-friendly design.

Optimise for the ATS

An applicant tracking system, or ATS, is a system companies use to collect and manage applications. Advanced systems may use algorithms to help screen resumes for keywords that are aligned with the job description, and then pass the highest-ranking CVs along. 

For example, a job posting for a banking role may include the following requirements: 

• “Banking assistant”
• “Private Banking experience”
• “Financial knowledge”
• “Microsoft Office proficiency”

Your CV profile summary, when integrating the keywords, could read: 

“Banking assistant with 5+ years of experience in the private banking sector. Boasts a wealth of financial knowledge to support clients in reaching their goals. Proficient in Microsoft Office software and Google Suite.”

Next up, you need to choose the right CV format for your banking application. As a general rule, we recommend using the reverse chronological order to best present your career story. This is the traditional format that hiring managers expect to see. Start with your most recent accomplishments at the top of each CV section and then work your way back in time. 

However, there are times when you may choose to use a different CV format. For example, if you’re moving into banking from a different sector, you may opt for a skills-based CV format instead. This emphasises the talents that you have over your work experience. Read more about various CV formats in our complete guide.

Whichever format you choose, ensure that it accurately conveys your professional prowess. Check out the many CV templates in our CV builder and choose one that suits you. We also have a wide range of CV examples using various formats as well. 

When it comes to the design of your banking CV, go for a classic look. Choosing either a simple layout or a professional setup is the way to go.

If you impress the hiring manager with your banking CV, they will want to reach out. That’s where your header plays a role.

This CV section works like a business card, featuring your contact information front and centre. Here’s what you need to include in this part of the document. 

• Full name & title . List your first name and surname as well as the position title.
• Professional email address . Opt for a basic email address. For example, you could use one that includes your name, like: [email protected] .
• Phone number . Add a number, such as your mobile number. Make sure that the answer phone message is suitable for a professional setting.
• Location . Include your city and country. You do not need to write your street address or postcode as this is outdated and potentially unsafe.
• LinkedIn . Make sure your LinkedIn page is up-to-date and active. If it is, you should include a hyperlink to it as part of your CV header.

Don’t include:

• Date of birth : If the hiring manager knows your exact age that could lead to age discrimination .
• Personal details : You don’t need to include your marital status, passport number, NI number etc. on a CV.

Lydia Jones 

Banking Assistant 

Birmingham, UK 

[email protected]

Financial Guru 

DOB: 22/3/88

Married with children

56 Rosebud Drive, Birmingham, B12 FJH, UK 

If you have ever drafted an elevator pitch, your CV summary follows the same formula. This 2-4 sentence paragraph should encapsulate what makes you a unique candidate. What qualities do you have that others lack? This should be the starting point of your professional summary. 

You can use action verbs throughout this section to highlight your abilities. These work well in either simple past or present tense. Examples include executed, excelled, oversaw, orchestrated, managed, increased, boosted, and transformed. Consider how these words could make a huge difference to the bio that you write as part of your banking CV. 

The last thing you want to do is simply regurgitate information that can be found elsewhere on your CV. That simply will not do. Instead, you should add value to the information that you share. For example, you might write “Experienced banker with expertise in performing financial analysis and driving business growth by 15% each year.” By being specific about the results that you can offer, you let the hiring manager know what they can expect from you.

Need inspiration for your CV summary? Here are some associated banker CV templates: 

• Investment banker CV example
• Finance CV example
• Accountant CV example

You can find adaptable banking example summaries below:

Driven graduate with a firm foundation in financial principles and banking operations. Boasts a Bachelor's degree in Finance and internship experience in customer service and financial analysis. Confident in handling a wide selection of financial transactions, customer enquiries, and providing exceptional service. 

Experienced banking professional with over 5 years in the financial services industry and relationship management. Confident in managing high-value client portfolios, assessing credit risk, and providing strategic financial solutions. Proven track record of driving revenue growth by at least 5% for clients.

Senior financial advisor with 10+ years of experience in financial analysis, revenue growth, and regulatory compliance. Confident in navigating complex regulatory systems while implementing innovative financial solutions to meet strategic goals. Excellent communication and problem-solving skills, with a commitment to delivering exceptional service and fostering long-term client loyalty.

Experience is everything in the financial sector. For this section of your CV, we recommend using the reverse chronological order. Start by listing your most recent — or current — work title at the top of the section. Include your work history from the last 10-15 years or around three job positions. If you have had a long career, avoid adding every job you have ever had to your CV. 

For each position, list the company, location, job title, and dates of employment. Below that, you should use a bullet point structure to list your accomplishments. Don’t simply talk about the tasks that you did during that experience. Instead, you need to add results-based points. That means adding evidence of how your actions impacted the company as a whole. 

For example, here’s what you should not write: 

• “Managed client portfolios.”
• “Supervised a team.”
• “Complied with regulations.”

While these statements may be accurate, they are not original. You might as well have taken them directly from the job advertisement. Instead, you want to add results to each point. You should also quantify your experiences using data and statistics, as follows: 

• “Managed 150+ client portfolios and boasted a 97% client retention rate.”
• “Supervised a team of 10 bankers and 15 banking assistants.”
• “Maintained 100% compliance with financial regulations consistently.”

Take a look at the banking employment history CV sample below:

Relationship Manager at Barclays, Glasgow  June 2018 - Present 

• Manage a portfolio of high-net-worth clients, providing personalised banking solutions
• Consistently achieve sales targets, contributing to a 15% increase in branch revenue
• Collaborate with cross-functional teams to develop and implement client acquisition strategies

Assistant Manager at Lloyds Banking Group, Aberdeen  May 2015 - May 2018 

• Supervised a team of 10 customer service representatives, ensuring high-quality service delivery
• Implemented operational improvements, reducing average customer wait times by 20%
• Conducted regular training sessions to enhance team performance and product knowledge

How to write a banking CV with no experience 

If you are a recent graduate or new to the banking sector, you may lack direct experience of the industry. However, remember that everyone has to start somewhere. When applying for an entry-level job, you should look for ways to make your CV stand out from the crowd. 

One approach is to rely heavily on your transferable skills . These are talents that you have honed during your time either at university or in other roles. For example, if you previously worked in customer services, you might have great communication and interpersonal skills. Drawing attention to these on your banking CV is a simple way to boost your chances.

Never had a full-time job before now? Look at other ways that you have contributed to the community. That may be via voluntary work, projects at university, or societies. Show the hiring manager that you are a team player, despite not having worked in a formal setting before. 

Next up, let’s talk about your skills section. To pique the hiring manager’s interest, you need to make sure that you have a healthy mixture of both soft and hard skills. 

Hard skills are aligned directly with the financial sector and are often called technical skills. They may include regulatory compliance, financial analysis, portfolio management, and financial transactions. Consider what hard skills you have and the value that they add. 

Soft skills are also known as transferable skills and span sectors. That is to say that they are not unique to the banking industry. These may include communication, interpersonal skills, time management, organisation, and adaptability. 

When you’re trying to decide which skills to include on your banking CV, there’s a handy trick to keep in mind. Return to the job advert and see which skills the hiring manager has listed. 

Our CV builder offers pre-selected skills to choose from when creating your application. You will also have the chance to upload your own skills.

Here’s what the skills box looks like in our CV template for banking.

• Client Relationship Management
• Risk Assesment
• Financial Analysis
• Sales and Negotiation
• Team Leadership and Mentoring
• Microsoft Office and CRM software

Always adopt a “show don’t tell” approach. You can list your main skills in this dedicated section. However, you should add context to each of them in the rest of your banking CV. For example, you can mention them when it comes to your summary or work experience sections, too. 

For example, you may choose to highlight these skills, as follows: 

• Client relationship management : Include a statistic about your client retention rates, which proves that you build lasting relationships.
• Sales and negotiation : Boast about your sales statistics and let the numbers speak for themselves.
• Regulatory compliance : Talk about the regulations you follow and include information about your compliance scores.

When you have completed the above sections, it’s time to tackle your education section . This is where you share the training and education you have completed. As this is a professional sector, the hiring manager will expect you to have a wealth of certificates under your belt. 

Once again, you should use the reverse chronological order when listing your education. That way, the hiring manager can quickly see your most recent achievements. Here’s what you may include in the education section of a banking CV: 

• Bachelor’s degrees : In most cases, the hiring manager will expect you to have a degree in finance, mathematics, or a similar field.
• Master's degrees : You may have completed a master’s degree, such as a Master of Business Administration (MBA) .
• Banking certificates : For example, you may have gained certificates from the Chartered Banker Institute or the London Institute of Banking & Finance .
• Professional development : Include any on-the-job or evening school training, such as completing an Advanced Financial Modelling Workshop or a Leadership in Financial Services Program .

Whatever certificates you have, now is the time to show them off. Including professional training shows that you are dedicated to furthering your banking career. 

BSc in Finance, University of Edinburgh, Edinburgh  September 2011 - June 2015 

• First Class Honours
• Awarded the Edinburgh Finance Award for outstanding academic achievement

The content of your banking CV should be the star of the show. Choose a design that doesn’t threaten to overshadow it. Here are some of the rules that you should follow: 

• Include plenty of white space . This means space around the sections and margins of your CV. Allowing the design to have more space makes it easier to read.
• Pick an appropriate font style . Make sure the CV font you choose is easily legible and fit for purpose. Only pick one or two typefaces to use throughout the document.
• Avoid flashy designs . You need to make sure that your banking CV looks professional. For that reason, you want to avoid any over-the-top or flashy design elements.
• Don’t include pictures . There is no need for imagery on a banking CV.
• Limit your use of colour . While it may be tempting to opt for a colourful CV, that is not the way to go. Only use one or two CV colours at the most.

If you want some guidance and inspiration, we’ve got you covered. Take the time to look at our selection of CV templates . Choose a professional option that helps you put your professional story in the right light. Using a template is a quick way to streamline this process. 

Banking text-only CV example

Accomplished banker with 8 years of experience in retail and corporate banking at Lloyds Banking Group and Barclays. Skilled in building client relationships, risk assessment, and financial analysis. Proven track record of achieving sales targets and driving revenue growth. Recognised for strong leadership and mentoring skills. Holds a BSc in Finance from the University of Edinburgh. Committed to delivering exceptional customer service and contributing to the success of the organisation.

Employment history

Banking job market and outlook

The finance sector is still recovering from the impact of the pandemic. According to figures from Morgan McKinley , the number of London banking jobs in quarter one of 2024 was 80% lower than the same quarter in 2017. Morgan McKinley’s COO, David Leithead, suggested that this may be due to a “continued global economic unease”. 

Moreover, a recent report found that 22% of Banking & Financial Services outlined 'No budget to hire’ as one of the biggest challenges they will face in 2024. 

Despite the unstable market, you can still land a banking job in the UK. However, you will need to work hard to make a lasting impression on discerning hiring managers. It has never been more important to craft a banking CV that stands out from the competition.

How much will you make in this industry? The average banker salary in the UK is £27,500 per year. However, specialists and those working in London may make much more.

How much do different finance professionals make?

Many different professionals work in the banking sector. Let’s take a look at a mid-level (3-5 years of experience) salary for various finance-related roles, according to Morgan McKinley : 

• Data analyst – £40,000 - £45,000
• Fund accounting manager – £65,000 - £75,000
• Fund administrator – £40,000 - £45,000
• Head of operations – £100,000 - £150,000
• Loan operations – £45,000 - £50,000
• Portfolio analyst – £45,000 - £50,000

Key takeaways for building a banking CV

The finance sector is highly competitive. If you want to land your next job, you will need to create a stellar banking CV. Follow the advice we have shared and always tailor your CV to meet the needs of the bank or firm. If you want to make the process easy, use our CV builder to create a winning application in no time.

Attractive CV templates at your fingertips

• Share full article

Swindled Savings

How One Man Lost $740,000 to Scammers Targeting His Retirement Savings

Criminals on the internet are increasingly going after Americans over the age of 60 because they are viewed as having the largest piles of savings.

Barry Heitin, a 76-year-old retired lawyer, in Arlington, Virginia. Mr. Heitin was the victim of a sophisticated online scam. Credit... Hailey Sadler for The New York Times

Supported by

By Tara Siegel Bernard

Tara Siegel Bernard spoke to people who’ve fallen victim to scams that target savings of Americans, particularly older adults. This article is the first in a series.

• July 29, 2024

For nearly three months, Barry Heitin, a 76-year-old retired lawyer, thought he was part of a government investigation that felt like something out of the movies. He was actually assisting criminals in stealing hundreds of thousands of dollars — of his own money.

Last fall, he spent just about every weekday doing the legwork and making withdrawals from his bank accounts as part of an intricate scam: He believed he was helping the feds safeguard his money and catch thieves who were after it.

“They kept telling me, ‘This is a big case and we are going to stop a whole ring of people,’” Mr. Heitin said. “It was like a rabbit hole. I was going down the hole with them.”

It cost him almost all of his retirement savings: roughly $740,000.

Americans spend a lot of energy saving for retirement and worrying about losing money to the gyrations of the stock market. But these days, sophisticated criminals — on dating sites, on social media, in messaging apps or using malicious software — present an ever-growing risk to people and their savings.

The nature of these schemes makes it nearly impossible to recover the money, leaving victims with little recourse. The stolen funds are often whisked to overseas accounts or laundered through cryptocurrency wallets, which are quickly emptied.

Mr. Heitin was one of many people interviewed by The New York Times who were ensnared in scams that could be so elaborate it’s as if they were created in a writer’s room testing different plot devices. Scammers can impersonate government officials, tech support staff or love interests. They coach victims on how to sidestep fraud prevention measures at financial institutions, and they use manipulative psychological tactics — isolation, a sense of urgency or preying on people’s willingness to trust or connect — to keep the scam going.

We are having trouble retrieving the article content.

Please enable JavaScript in your browser settings.

Thank you for your patience while we verify access. If you are in Reader mode please exit and  log into  your Times account, or  subscribe  for all of The Times.

Thank you for your patience while we verify access.

Already a subscriber?  Log in .

Want all of The Times?  Subscribe .

Advertisement

We've detected unusual activity from your computer network

To continue, please click the box below to let us know you're not a robot.

Why did this happen?

Please make sure your browser supports JavaScript and cookies and that you are not blocking them from loading. For more information you can review our Terms of Service and Cookie Policy .

For inquiries related to this message please contact our support team and provide the reference ID below.