Banking Analyst Resume Samples

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Banking Analysts help companies make sound investment decisions by completing the following job duties: analyzing the investment market, writing financial analyses, investigating client companies, researching potential investors, implementing marketing strategies, and liaising between clients and investment bankers. Those interested in a Banking Analyst position should be able to demonstrate the following job assets throughout their resumes: financial expertise, business acumen, networking, negotiation, excellent communication and interpersonal skills, and computer competences. Eligible sample resumes make display of at least a Bachelor’s Degree in finance or economics.

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1

Investment Banking Analyst - Mergers & Acquisitions

  • Conducted potential investor screenings for a specialty finance company looking to raise $130 million of Series B financing.
  • Researched and narrowed down list of 300 to 100 firms based on relevant prior investments and firm investment focus.
  • Drafted and revised CIM for an $8 million solar industrial technology sell-side advisory deal.
  • Performed economic and industry research for a valuation report involving a portfolio of solar assets containing 2.6 GW of cumulative projects with Future Fair Value of $27 million.
Candidate Info
4
years in
workforce
5
months
at this job
BA
Financial Economics
2

Investment Banking Analyst

  • Engaged the whole process of transactions ($2mm-$100mm) analysis and execution from pitching to closing, and directly report to senior managing director
  • Developed and maintained complex financial models, and performed valuation analysis by using Discounted Cash Flow, comparable company trading multiples, and precedent transactions
  • Drafted and prepared bilingual (English and Chinese) marketing materials including pitch deck, teasers, and investor presentation
  • Navigated marketing activities by reaching out to 1000+ VC/PE/HF and lead 5% prospects
  • Managed 100 EB-5 investors’ due diligence process, coordinated with US & China operation manager
Candidate Info
2
years in
workforce
9
months
at this job
BA
Investment
MA
Finance
MS
Finance
3

Investment Banking Analyst

Perform extensive modelling and valuation analyses, including DCF models and LBO Analyses.

  • Conducted valuation report on $16 million swaps deal for a steel company resulting in increase of 40% in corporate net earnings
  • Research current trends, news and relevant economic information within the capital markets
  • Collaborated on a successful $6million IPO
Candidate Info
2
years in
workforce
7
months
at this job
Economics
International Business And Management
Financial Economics
4

Full-time Corporate Banking Analyst

  • Involved in 3 closed deals with more than $ 50 million credit approval
  • Supported the U.S. Corporate Banking Team and worked closely with the Head Office throughout entire lending
  • Analyzed corporate financial statements and drafted Credit Application Memorandum
  • Worked on special projects as needed, such as Merge & Acquisition and Structured Finance
  • Prepared periodic credit reviews of these borrowers for the Head Office
Candidate Info
7
months in
workforce
4
months
at this job
BA
Economics
5

Investment Banking Analyst

  • Earned early promotion to Associate due to performance and senior banker recommendation
  • Aided in all aspects of more than 30 mergers and acquisitions and private placements, most notably $25M
  • Initiated a seminar on private equity and venture capital financing in order to expand company's business
Candidate Info
3
years in
workforce
3
years
at this job
BS
Industrial And Systems Engineering
MA
Accounting, Banking, Finance
6

Investment Banking Analyst - Asset Backed Finance

  • Originated and structured fund-level debt facilities for private equity funds within the Subscription Finance Group
  • Conducted detailed analysis on fund quality and built excel models to determine the borrowing eligibility based on the underlying investor base
  • Developed pitching material and actively coordinated with legal counsel to aid deal due diligence
  • Created credit memorandums to justify model assumptions and independently worked on deal closing processes after gaining internal credit approval
  • 12 deal experiences totaling $5.5BN in debt raised through both bilateral and syndicated transactions
Candidate Info
3
years in
workforce
11
months
at this job
BS
Operations Research And Information Engineering
7

Investment Banking Analyst Intern

  • Drafted and presented target company CIM's in both capital raising and M&A transactions in Tech/Software
  • Authored target company "teasers" to acquire investor interest
  • Implemented new strategy to compile buy-side investor lists of ~275 firms/day (~175% efficiency increase)
  • Composed valuation models based on discounted cash flows, comparable company, & precedent transaction analyses
Candidate Info
5
years in
workforce
4
months
at this job
BS
Business Administration
8

Investment Banking Analyst, M&a Advisory

  • Executed financial models and valuation analysis including LBO, DCF and precedent transaction on potential merger and acquisition firms
  • Researched environmental trends to provide a robust understanding of the potential market and model assumptions for pipeline deals
  • Member of the advisory team of a successful $30 million acquisition transaction deal
  • Worked with senior bankers to understand and identify potential synergies and value impact of different business case scenarios
  • Provided execution support, researched public filings, market-industry and databases to compile company profiles; prepared pitch books, memorandums, market updates, Public Information Books and PowerPoint presentations for senior bankers and clients
Candidate Info
8
years in
workforce
7
months
at this job
MA
Finance
Nav For Oil & Gas Industry
9

Investment Banking Analyst

  • Evaluated 300+ companies over the past 6 months with 19 clients successfully selected for future partnership and 7 for potential Collaboration.
  • Researched clients’ background, main products, market plan, business strategy, financial statement, leadership structure, and profitability to determine the chance of cooperation and potential risks.
  • Conducted due diligence such as financial environment and legal investigation and estimated industry concentration, barriers and volume by building financial model in EXCEL and SAS.
  • Wrote teaser and prepared Pitchbook for senior advisor to review and led a team to present weekly financial industry trend and my view of predictions of M&A, healthcare,TMT and customer goods.
Candidate Info
3
years in
workforce
9
months
at this job
BA
Economics
MA
Global Finance
10

Investment Banking Analyst

Executed all public and private market deals functioning in a dual role for Equity Capital Markets (ECM) and Private Capital Markets (PCM). Identified comparable companies, targeted investors, analyzed shareholder structure, searched for IPO candidates and much more.

  • Completed 38 equity, preferred and convertible offerings across multiple industries, taking the leading role in 20. Of the 11 IPOs completed since August 2012, 9 priced within or above the filing range and 2 priced below.
  • IPOs: Fidelity & Guarantee Life; Hilton Worldwide (largest hotel IPO on record); Extended Stay America; Spirit Realty Capital; Alon USA Partners; CVR Refining; Pinnacle Foods; SeaWorld Entertainment; TriState Capital Holdings; Third Point Reinsurance; and Essent Group.
  • Compiled weekly U.S. equity market and Mexican equity market reports, with comprehensive market commentary, equity issuance, fund flows, analysis of economic indicators, relative trading performance, and earnings analysis. Completed a monthly global telecom update (tower and telecom operators) with commentary on U.S. Market, global market and global industry news. Reports sent directly to select Macquarie clients.
  • Sole analyst for a Private Capital Markets (PCM) financing for Chromatin, an agriculture company, from initial client engagement through successful financing. Included management presentation to investors, board of directors' presentations, investor Non-Disclosure Agreements, memorandums, tracking investor correspondence, feedback and key compliance documents.
  • Identified and structured terms for multiple equity offerings based on market precedents. In addition, targeted long term investors, analyzed company shareholder base, and encouraged stability in price performance.
  • Successfully completed cross-border Macquarie Mexican REIT IPO: A $1.0 billion dollar IPO with a domestic tranche in Mexico and international distribution under Rule 144A. Structured to provide strong aftermarket price performance and leverage our global sales team's execution.
  • Extensive experience with Bloomberg, Dealogic, CapIQ, Factset, PrivateRaise, Private Placement Letter and VenturesSource. Certifications: Series 63 and Series 79 Securities Licenses.
Candidate Info
5
years in
workforce
2
years
at this job
BS
Finance And Marketing

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