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Investment Banker - Free Resume Sample

(Shri says don't be fooled, quality is more important than quantity)

What do you do, what is your job?

(Shri says, "success is dependent on effort and doing what's right")

ARVIND RAWAT

Contact: 999999999 | E-Mail: [email protected]


An Accomplished Investment Banker

Skilled in helping clients in developing their strategic objectives and meeting their financial needs; play an integral role in the issuing of new bonds and other securities; expertise to plan the issues, price the issues, file required documentation,and sell the issues


PROFILE SUMMARY

  • 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 finance 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 principals; strong communication and networking skills; impeccable research, quantitative and analytical skills, especially in explaining market events

ORGANIZATIONAL EXPERIENCE

Since MM YY | XYZ Ltd, Delhi | Investment Banker
Key Result Areas:
  • Create detailed financial models for valuation; prepare marketing documents and materials
  • Create marketing pitch materials and management presentations; prepare documentation for M&As and strategic alternatives; evaluate risk and return parameters for transactions
  • Perform detailed financial quantitative analysis; pitch investing deals to potential clients
  • Solicit potential investors; find and follow leads for qualified clients and investors
  • Research industry, market, and other variables; support senior leadership as needed
  • Manage client portfolios, evaluating profitability and conducting financial transactions.
  • Attend meetings with clients and prepare presentations providing an overview of clients' investment portfolios.
  • Analyze investment strategies, identify potential investments, and conduct risk assessments
  • Responsible for the efficient, accurate, profitable and risk-free clearing and settlement of bank transactions for corporate and government clients
  • Develop various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions; perform various valuation methods
  • Develop recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations.
  • Conduct preparation and review of materials used in the financing of clients, including investment memoranda,management presentations and pitchbooks
  • Develop relationships with new and existing clients in order to expand the business
  • Perform due diligence, research, analysis, and documentation of live transactions; create presentations for client portfolios.
Key Highlights:
  • Any existing systems/ processes streamlined???? Results obtained????
  • Major assignments handled????
  • Any unique initiative taken to improve customer satisfaction level???? Any major accounts/clients handled???
  • Awards/appreciation letters received???? Other relevant achievements????
MM YY – MM YY | ABCD Ltd, Delhi | Executive Assistant
Key Result Areas:
  • 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 understanding impact on the business
Key Highlights:
  • Any existing systems/ processes streamlined???? Results obtained????
  • Major assignments handled????
  • Any unique initiative taken to improve customer satisfaction level???? Any major accounts/clients handled???
  • Awards/appreciation letters received???? Other relevant achievements????

EDUCATION

YYYY B.Com. from ABC College, Delhi

TECHNICAL PURVIEW

  • MS Office – Word, Excel & PowerPoint
  • Internet Applications

PERSONAL DETAILS

Date of Birth: 01st October 1981 | Languages Known: English & Hindi

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