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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11

Investment Banking Analyst Intern

  • Facilitated both sell and buy-side transactions including meeting with clients, obtaining financial info, performing business valuations, and composing marketing packages
  • Conducted market research, building financial modeling and providing financial analysis on companies ranging from 1 million to 50 million dollars in gross revenue
  • Assisted in the creation of final valuation packages based on surveying comparable companies/firms
Candidate Info
4
years in
workforce
5
months
at this job
BS
Finance
12

Banking Analyst

  • Increased revenue by 50% and volume by 40% Via Pipeline, processing and underwriting Management.
  • Mentored and trained staff on sales and operating procedures, proper submission of files for underwriting.
  • Review loan files for QC to meet banking compliance regulations, AML,KYC,SAR,BSA,ATR,QM reports.
  • Conducted cost/benefit analysis, duplication of benefits & compliance for the NJ Economic Development Authority.
Candidate Info
7
years in
workforce
7
years
at this job
13

Investment Banking Analyst

  • Built dynamic financial models and utilized Discounted Cash Flow (DCF), comparable companies, liquidity, recovery, and cash flow analysis to assess valuation, debt capacity, and covenant compliance
  • Drafted internal and client transaction documentation, including management presentations, term sheets, diligence, and valuation materials
  • Assisted with negotiations regarding transaction terms and interfaced with sponsors, attorneys, and other external parties to coordinate and facilitate deal processes
  • Analyzed financial statements and evaluated a company’s eligibility for investments and other financial products
  • Partnered cross-functionally with underwriting team to manage both internal and external transaction process from client inquiry to engagement, deal negotiations, due diligence, and closing
Candidate Info
10
years in
workforce
5
months
at this job
BS
Economics
MA
Financial Instruments And Markets
14

Banking Analyst - LATAM

  • Supported the region’s team lead and senior bankers manage $1.2 billion of AUM by assisting with client acquisition and retention
  • Assisted clients with investments, banking and trust concepts including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products and the identification of wealth planning opportunities
  • Performed financial analysis of credit opportunities and associated risks to identify lending prospects, such as aircraft loans, residential real estate loans, secured lending, and unsecured lending. Additionally, assisted in monitoring market developments to develop appropriate stress tests and other risk analyses on securities and derivatives portfolios
  • Analyzed portfolio holdings to determine drivers of performance and identify opportunities for changes in asset allocations or investment vehicles. Ongoing portfolio reviews performed to ensure clients’ investment objectives were in line with their respective Investment Policy Statements
  • Provided ongoing account maintenance and compliance procedures. Responsible for maintaining and updating the AML and KYC database to ensure compliance with the Bank Secrecy Act’s Anti-Money Laundering rules. Other related responsibilities included, but were not limited to, helping detect and report suspicious activity, such as money laundering and fraud
  • Assisted in the recruitment and mentoring of both full-time and summer analysts for the Latin America region
Candidate Info
9
years in
workforce
3
years
at this job
BBA
Finance
15

Investment Banking Analyst Intern

  • Directly supported the Managing Partner in capital raising and financial advisory deals for small-cap and mid-cap companies by performing extensive analysis to identify investing opportunities.
  • Evaluated qualitative and quantitative aspects such as strategy, ownership structure and financing needs.
  • Created DCF models and utilized financial ratios to examine the distressed situation of the companies.
  • Built pitch books utilizing CapIQ, Factset, and Bloomberg and later presented to target companies on operational and strategic tactics to improve performance, ensure positive ROI and create value for both the client and investor.
Candidate Info
2
years in
workforce
2
months
at this job
BS
Business Administration
MA
Business Management
16

Investment Banking Analyst - M&a Generalist

  • Construct detailed scenario-based financial and valuation models, including three statement operating models, discounted cash flow analysis, leveraged buy-out analysis, comparable company analysis and sensitivity analysis
  • Prepare marketing material, including pitch books, teasers and information memorandums
  • Perform extensive industry research and identify potential investors for senior management and client review
Candidate Info
5
years in
workforce
1
year
at this job
BBA
Finance; Gpa: 344 / 400
Sat: 2100 (math Sat: 740)
17

Investment Banking Analyst Intern

  • Performed net working capital, weighted average cost of capital, discounted cash flow valuations on Tesla Corp(TSLA). This was accomplished by analyzing balance sheets, income statements, pro formas, and other financial and accounting statements
  • Composed comparable company models of China Motor Corp(TW:2204), Kandi Tech(KNDI), General Motors(GM), Honda Motor Corp(HMC) and Ford Motor Corp(F) consisting of business drivers, revenue breakdowns, competitive landscapes, risk factors, benchmarks, and other financial graphs and charts
  • Obtained 10K and 10Q corporate filings from the EDGAR database to accrue relevant information pertaining to the above analysis
  • Data and analysis were incorporated into Excel spreadsheets for presentation to the Director
Candidate Info
7
months in
workforce
3
months
at this job
BS
Finance
18

Investment Banking Analyst

  • Lead analyst on more than 15 assignments at a boutique investment bank that specializes in mergers and acquisitions for the investment management and financial technology industry
  • Worked as the sole analyst on sell-side and buy-side M&A, capital raises, recapitalization and strategic advisory mandates
  • Create financial models and analyses to execute the transaction, including comparable company, comparable transaction, and discounted cash flow analyses, bid structuring and returns analyses, accretion-dilution models, strategic reviews, and operational analyses
  • Develop teasers, confidential information memoranda, investor presentations and other materials to assist in the bid process
  • Advised Gerstein Fisher, a $3 billion investment manager, on its sale to People's United Bank (Closed)
  • Advising a wealth manager on its merger with a privately held investment manager (Ongoing)
  • Advising an international fintech firm on its capital raise in conjunction with a buy-side opportunity (Ongoing)
Candidate Info
3
years in
workforce
2
years
at this job
BA
Economics
19

Investment Banking Analyst Intern

  • Researched and collected financial data from databases (Edgar, Capital IQ, Thomson One, One Source, Factiva, ProQuest, etc.)
  • Performed enterprise valuation to Foot Locker, Inc. by applying full comparable companies analysis, precedent transactions analysis and discounted cash flow analysis using Excel, used Football Field Chart to visualize the outcome
  • Conducted financial due diligence on a $400 million acquisition target company for China Mobile Communications Corporation on its M&A deal in IoT industry, contributed to the writing of pitch books
Candidate Info
2
years in
workforce
5
months
at this job
BBA
Accounting
MS
Accountancy
MS
Information Systems
20

Investment Banking Analyst, M&a

  • Perform valuation analyses using comparable company, precedent transaction, DCF, and LBO methodologies
  • Correspond with C-Level Executives to prepare marketing materials for potential buyers and Board of Directors
  • Responsible for drafting offering memorandums, term sheets, merger agreements, and management of VDR
  • Sell-side advisor to Data Storage company in ~$150mm sale to financial buyer in cross-border transaction
  • Lead analyst on ~$75mm Distressed Radiation Oncology Group in potential sale to financial buyer
Candidate Info
2
years in
workforce
1
year
at this job
BS
Finance
MBA
Teaching Assistant
Finance

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