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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21

Trainee and Intern, Investment Banking Analyst

  • Completed 20 Modules rigorous banking training program
  • Constructed DCF, Comps and Precedent Transactions valuation models to evaluate portfolio companies
  • Participated in conference calls with the manager and team members to update inputs of our valuation
Candidate Info
1
year in
workforce
4
months
at this job
BS
Mathematic
MA
Statistics, Concentration
22

Investment Banking Analyst Intern

  • Conducted in-depth research on the broader healthcare sector including the overall industry overview, competitive landscape and the up to date market intelligence
  • Performed valuations by utilizing comparable company analysis, precedent transaction analysis and DCF analysis
  • Constructed research papers on investment banking, financial modeling and economic value added
Candidate Info
2
years in
workforce
3
months
at this job
BS
Business Administration
MA
Accounting
23

Investment Banking Analyst Intern

  • Conducted extensive industry research on the pharmaceutical and technology sectors laying ground work for potential M&A.
  • Created updated reports on companies with micro and small capitalization within the technology sector.
  • Studied reports of client businesses in search of barriers to entry and liabilities in their portfolios.
Candidate Info
3
years in
workforce
1
month
at this job
BS
Economics
24

Investment Banking Analyst / Intern

  • Worked directly with Partners and Managing Directors on the valuation and execution of buy and sell side deals.
  • Built models for various transactions used to determine value or relative value of companies, sectors, and/or assets.
  • Created decks to provide a detailed outline of the transaction for clients.
  • Completed market research, financial analysis, precedent transaction research, acquisition screening, and other due diligence.
Candidate Info
5
years in
workforce
8
months
at this job
BS
Finance And Computer Science
25

Investment Banking Analyst - Mergers & Acquisitions

  • M&A and strategic advisory experience covering a variety of industry verticals including: industrials, media, and consumer
  • Created pitchbook and analysis at various prices for thermal coal company’s potential acquisition targets
  • Analyzed $10 billion specialty chemical manufacturing company through precedent transaction analysis
  • Conducted due diligence on divestitures in $500 million - $3 billion range in commodity chemicals sub-sector
  • Create investor profiles detailing past campaigns and outcomes of noted activists within shareholder base
  • Benchmark company against broader media industry comparables to determine trading relative to competitors
  • Construct operating model incorporating various revenue and expense assumptions
  • Build DCF model to analyze company’s intrinsic value
  • Perform comprehensive financial analysis to evaluate transaction, including: full three statement model, analysis at various prices, accretion dilution
  • Create management presentations with financial outputs and transaction considerations
Candidate Info
3
years in
workforce
2
years
at this job
BBA
Economics
26

Mortgage Banking Analyst

  • Reviewed the mortgage referral and loan documents to prepare file for publication.
  • Coordinated with newspaper to establish the first legal date.
  • Prepared the publication notice.
  • Reviewed the publication notice prepared by other publicists with accuracy.
  • Scheduled the foreclosure sale date.
  • Prepared the notice of sale to applicable parties
  • Conducted Bankruptcy and Department of Defense searches to ensure that borrowers were not in active bankruptcy or active military service.
  • Prepared Special Warranty Deeds.
Candidate Info
2
years in
workforce
2
years
at this job
HS
High School Diploma
Business Administration
Business Administration
27

Investment Banking Analyst

  • Support a portfolio consisting of 39 Technology, Services, and REIT clients.
  • Liaise across many groups within the bank, both domestically and internationally, for ad hoc projects and presentations for clients.
  • Responsible for researching and prospecting future target clients within the portfolio.
  • Forecast revenue and expense numbers of each client multiple times per year.
  • Assist in the handling and collecting of documents related to KYC duties.
Candidate Info
3
years in
workforce
1
year
at this job
BA
Bachelor of Arts
28

Correspondent Banking Analyst

Provide Customer Support for Correspondent Banks.

  • Research Correspondent Banks customer issues insuring timely resolutions
  • Manage the invoice process for all Correspondent Banks which includes processing payments, insure offsetting entries are correctly applied to the clients account and analysis statements
  • Reconcile daily cash letter confirmations to ensure all Correspondent Bank files have been received
  • Assist the Correspondent Sales team with weekly reports of Correspondent Banks invoice and ECR tracking.
  • Act as a Liaison between the BSA Department and Correspondent clients to insure any potential wire transfer OFAC compliance issues are resolved.
  • Monitor the Correspondent Operations Inbox and process request received throughout the day
Candidate Info
5
years in
workforce
2
years
at this job
BA
Bachelor of Arts
29

Banking Analyst

  • Perform analysis of daily and non-daily treasury activities
  • Works with institutions to ensure accuracy in financial reporting
  • Process checks to prepare banking deposits
  • Prepare and reconcile nine accounts for month-end closing
  • Prepare and post monthly journal entries to the general ledger
  • Monitor, initiate, and authorize ACH payments, account and wire transfers
  • Balance the daily funding for Corporate, Get Go, and Pharmacy store locations
Candidate Info
13
years in
workforce
1
year
at this job
AS
Science
BA
History
MA
Accounting
30

Investment Banking Analyst

  • Closed 2 deals and working on 1 buy-side and 2 sell-side M&A transactions in the financial technology sector
  • Engage in all transaction stages from deal origination through to close, interacting directly with senior
  • Prepare marketing materials, including pitch books, investment memoranda, management presentations, and other
  • Perform valuation analyses, including DCF, trading comparables, and precedent comparables
  • Support business development by participating in meetings with new and prospective clients, publishing quarterly
  • Sale of claims admin provider Systema to Insurity, a portfolio company of TA Associates and General Atlantic
  • Sale of real-time risk and portfolio management software company TFG Financial Systems to Numerix
  • $85M buy-side advising a publicly-traded company spun out of GE on its acquisition of a claims solution provider
  • $60M sale of an underwriting workflow software and property inspection services company
  • $52M sale of a leading provider of marketing, rating, and insurance management software and services
Candidate Info
3
years in
workforce
2
years
at this job
BS
Financial Mathematics And Statistics

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