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Investment Banking Resume Samples(Text format)

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About Me

Investment Banker

  • 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

EDUCATION

management, Master of Business Administration, Completed, March 2001

ABC School

CBSEMarks 70%

noida, Uttar Pradesh

Work Experience

February 2003 - April 2006

Investment Banking

abc pvt ltd

noida, Uttar Pradesh

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????

April 1970 - July 1973

Investment Banking

abc pvt ltd

soiu, Arunachal Pradesh

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????

Training Certifications

  • Arvind Yadav/Project Management Professional abc institute, 2005

Skills

Computer Proficiency

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Languages

  • Hindi
  • English

Personal Interest

Exhibiting a desire to experience new cultures and environments—especially if your role would involve working with foreign colleagues, partners or clients—can really help your resume shine.

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