Investment Banker Resume

Investment banking officers assist their clients in raising money in capital market by selling equity products or issuing debts. They help their clients gain maximum profits with mergers and acquisitions and advise them on unique investment opportunities. This is a highly competitive position and one of the well-paid professions.

Investment banking officers are required to spend long hours at bank and work closely with the managing director to examine industry research data, and build financial valuation models to determine profitable strategies. To work for this profile, an individual must demonstrate proven track record of success and also show other abilities like fine quantitative acumen, make good judgments and quick decisions, aggressiveness, good convincing power along with excellent communication skills and strong work ethic. A degree in finance and a professional certification would add value to the resume of an applicant. If you are looking for a job for this position, you will have to draft an effective resume that communicates your credentials and highlights your key responsibilities with outcomes as this sample below.

Investment Banker Resume Sample

Darryl J. Fitzgerald
1011 Conway Ave. SE
Minneapolis, Minnesota 55401
Phone: 612-908-1736
Email: darryjfitzgerald@anymail.com

Career Summary:

Performance driven, insightful and established Investment Banking Officer with proven ability to exceed target and maintain healthy client relationships. Extensive knowledge about various financial instruments and experienced in handling complex scenarios.

Summary of Skills:

Skilled in analyzing financial situation and giving the best advice to clients
Comprehensive knowledge of leveraging financial instruments in complex scenarios
Ability to do accurate financial analysis and build accurate models
Excellent communication, organizational, and management skills
Able to give high impact presentation for convincing clients
Good negotiation and sales closing skills to meet the target
Able to maintain long client relationships by winning trust and regular follow-ups

Work Experience:

Investment Banking Analyst
Citizens Bank, Minneapolis, Minnesota
November 2016 – Present

Designing Confidential Information Memorandum for top US healthcare services and circulating it among the investors
Creating 10 pitch books daily for client executive and board which provide strategic financial advice
Maintaining reports about precedent transactions and comparable databases in trading
Coordinating both legal and financial due diligence processes by working with client management team, legal teams and potential clients

Investment Banking Analyst
DayLight Bank, Minneapolis, Minnesota
April 2014 – October 2016

Performed internal analysis to judge the comparisons and present statistical findings to senior officials
Created effective presentations to convince potential investors and assisted client management team with innovative strategies for investor meetings
Performed financial analysis of the subject company and used negotiating skills to raise the asking price from $40 MM to $65 MM
Introduced distribution of booklets that described data driven financing ideas and structures for promoting bank's investment schemes among prominent debt issuers
Launched an alternative financing strategy which increased the bank's ROI by 25%

Investment Associate
Fair Bank and Trust, Minneapolis, Minnesota
October 2012 – March 2014

Developed Excel models to ease the process of forecasting business and industry trends
Performed analysis on existing client base and identified potential buyers who could turn into investors for active transactions
Conducted research on market data and prepared report to submit to management level officers to highlight the key points
Assisted sales team in planning and organizing client-focused sales events which helped in increasing revenue by 10%
Maintained contact with top brokerage houses and documented quarterly transactions report

Education:

Master's Degree in Finance
ABC University, Minneapolis, Minnesota
2011

Licenses:

FINRA Series 63, California Life and Disability Insurance, 2015
Chartered Financial Analyst Level 1 Exam, December 2016

Reference:

On request.