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Investment Banking Resume Samples (Text format)

About Me

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

ABC School

GTSN UniversityMarks 70%

Ganga Nagar, Uttar Pradesh

Work Experience

February 2003 - Current

Investment Banking / Investment Banking Analyst

Abc Pvt Ltd

XXX, Uttar Pradesh

  • 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.

April 1970 - July 1973

Investment Banking Associate

Qion Ltd

Soiu, Arunachal Pradesh

  • 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.

Training Certifications

  • CFA Certification- 2016 ABC Institute, Pune, 2005
  • Financial Modeling Certification IITM - Navi Mumbai, 2008


Hard Skills

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

Soft Skills

  • strong work ethic
  • detail orientation
  • analytical skills
  • team-work
  • communication
  • impeccable research
  • networking skills

Computer Proficiency

  • Window star3
  • Microsoft Office star3
  • Internet Applications star3


  • Hindi
  • English

Personal Interest

  • Cooking
  • Traveling
  • Archery
  • Gardening


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Investment Banking Resume Sample

Investment Banking Resume Sample
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