Investment Banking Resume Sample & Ready To Use Example

Creative Dance

noida, Uttar Pradesh
+91.01234567890
[email protected]

TRAINING & CERTIFICATIONS

Arvind Yadav/Project Management Professional
abc institute, 2005

COMPUTER Proficiency

window

Todo.vu

LANGUAGES

Hindi
English

PERSONAL INTERESTS

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.

PERSONAL INFORMATION

Birthday13/03/1994
GenderMale
Marital StatusSingle
Father’s NameMr. Arvind Yadav
NationalityIndian

ArvindYadav

Investment Banker

PROFILE • ABOUT ME

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

ABC School

CBSE – Marks 70%

noida, Uttar Pradesh

Completed
March 2001

WORK EXPERIENCE

abc pvt ltd

Investment Banking

noida, Uttar Pradesh

February 2003
- April 2006

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????

abc pvt ltd

Investment Banking

soiu, Arunachal Pradesh

April 1970
- July 1973

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????