Investment Banking Analyst Resume
Investment banking analysts are responsible for improving investment portfolios of individuals and companies. They perform extensive research in order to generate reports that is used in taking decisions whether to continue with the same portfolios or go for diversification. The reports are also used in taking investment decisions. The investment banking analysts have to monitor finances, and analyze account statements and cash flow of the organizations. The need of monitoring finances is to present forecast about the finance conditions of the company. They also have to find out investment options that have potential of multiplying money.
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Investment Banking Analyst Resume Sample
Timothy M. Jones
2512 Meadow Drive
Oklahoma City, OK 73109
Phone: 405-919-3333
Email: tmjones@freemail.com
Career Objective:
To become an indispensable member of the Investment Banking Team and perform financial analysis, strategic financial research, and assist clients with mergers and acquisitions decisions.
Summary of Skills:
- Strong analytical, quantitative, and research skills
- Superb written and verbal communication and presentation skills
- Excellent knowledge of banking investment products
- Ability to analyze financial statement, and clients' investment portfolios
- Excellent attention to detail, strong work ethic, and multi-tasking abilities
- Expert at financial modeling and providing investment opportunities
Work Experience:
Investment Banking Analyst
OTC Bank, Oklahoma City, OK
October 2014 - Present
- Researching and analyzing money market trends, clients' financial situations, and opportunities of merger and acquisition
- Creating complex financing modes for clients to help them disburse debts
- Performing strategic and financial research and investment memoranda
- Preparing reports and producing ideas for enhancement of investment portfolios
- Building and maintaining direct relationships with clients
Investment Banking Analyst
FinTrust, Oklahoma City, OK
February 2013 - September 2014
- Analyzed clients' accounting statement, cash flow pattern, and profit and loss sheets
- Interpreted and presented complex financial information in easy language
- Drafted financial research summaries and recommended investment options
- Helped clients take informed decisions pertaining to mergers and acquisitions
- Assisted senior analysts in building client database and improving business
- Stayed updated about the daily stock market operations and utilized the knowledge in preparing forecast
Education:
-
Bachelor's Degree in Finance
ABC University, Oklahoma City, OK
2012
Reference:
On request.
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