Investment Banking Associate Resume Samples

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Investment Banking Associates initiate strategic financial transactions in an attempt to make a profit for their company. Skills found on an example resume for an Investment Banking Associate include preparing cash flow models and drafting memorandums and other communications with clients and investors. Investment Banking Associates' resumes include, at a minimum, a bachelor's degree as an educational requirement in the fields of accounting, business, or finance. Higher level positions may require master's degrees in the fields of either business administration or finance.

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1

Investment Banking Associate

Member of debt capital markets team at boutique investment bank specializing in investment grade corporate debt

  • Modeled, priced and closed a cumulative of $14 billion of fixed income securities
  • Co-managed issuer relationships including GE Capital, HSBC USA, Boeing, Bank of America, Prudential Insurance, Dow, Sears Holdings, DaimlerChrysler
  • Developed advanced mathematical pricing capability with over $200 million issued using this methodology
  • Researched and analyzed competitive market dynamics and trends for new business and product development activities
  • Managed comprehensive retail market database; authored and published periodic retail market industry report
Candidate Info
4
years in
workforce
2
years
at this job
BBA
Finance
MA
Finance
2

Investment Banking Associate

Responsible for valuing equities, bonds and other government securities, and developing investment strategies for managing mutual fund and other investment portfolios.

  • Grew mutual fund value by 30% while closely monitoring the net asset value and making superior investment decisions.
  • Built and maintained models for valuing mutual funds and other investment portfolios.
  • Collaborated with Wealth Management to create effective pitch books and other marketing materials with highly successful client adaption results.
  • Coordinated with brokers and traders to perform business due diligence on investment opportunities.
  • Conducted monthly and quarterly mutual fund portfolio reviews.
  • Provided audit and tax assistance to the Financial Control unit.
Candidate Info
6
years in
workforce
2
years
at this job
BA
Accounting
MBA
Finance And Management
3

Investment Banking Associate

Valued corporate and partnership securities, including debt, equity and those of a derivative nature

  • Advised corporate clients/shareholders regarding the structuring of mergers and acquisitions
  • Determined fairness of transactions affecting shareholders of public and private companies
  • Appraised companies before anticipated IPOs for the purpose of granting restricted stock awards
  • Provided damages analyses for attorneys in connection with shareholder class action suits
  • Counseled health care companies with the sale or joint-venturing of their respective businesses
  • Performed merger and acquisition consulting for companies in the health care industry
Candidate Info
4
years in
workforce
3
years
at this job
BBA
Finance
MBA
Finance
4

Investment Banking Associate

Analyzed real estate, financial, and market performance of acquisition targets in a variety of industries, including non-profit, healthcare services, business services, consumer products, educational services, financial services, and industrial manufacturing and services

  • Assisted with enterprise valuation models and market analytics
  • Negotiated with C-level executives on transaction price, structure, and terms
  • Successfully completed one transaction which resulted in over $100,000 of revenue for the firm
Candidate Info
3
years in
workforce
1
year
at this job
BS
Business Administration
MA
Finance
5

Investment Banking Associate - Mergers & Acquisitions

Led the buy and sell-side processes for corporations in the natural resources, alternative energy, industrial and consumer sectors

  • Conducted in-depth industry research, onsite due diligence and wrote information memorandums
  • Thoroughly analyzed financials of potential acquisition targets, built financial models, performed valuation analyses and presented
  • Worked closely with clients and their legal counsels to identify potential issues in transactions and implement solutions
  • Supervised and concurrently managed three analysts on various projects and transactions
Candidate Info
6
years in
workforce
1
year
at this job
BBA
Finance
6

Investment Banking Associate, Interest Rate and Derivatives Sales

  • Promoted to Associate six months early and ranked within top 10% of Associate class.
  • Advised institutional clients ($10Bn+) including PIMCO and Barclays Global Investors on macroeconomic issues and market developments.
  • Developed investment strategies leading to winning two client mandates worth over $500,000.
  • Trained personnel in trade modeling, sales skills and client analytics.
Candidate Info
5
years in
workforce
2
years
at this job
BS
Finance And Economics
MBA
Master of Business Administration
7

Investment Banking Associate

Identified new clients and maintained relationships with bi-weekly presentations

  • Communicated financial details to potential clients
  • Analyzed securities for clients using Bloomberg Investment Tools
  • Managed a team of 15+ interns to utilize skills and implemented marketing strategies such as growth and innovation strategies
Candidate Info
2
years in
workforce
2
years
at this job
BS
Technology System Management
MA
Information Technology
8

Investment Banking Associate

Developed Information Memorandums and pitch books to raise capital for portfolio companies.

  • Evaluated business plans of high tech companies to evaluate their qualifications for investments.
  • Recommended companies for investments of $4-5 million in equity or convertible preferred stock.
  • Provided business strategy and consulting services for the portfolio companies.
Candidate Info
4
years in
workforce
1
month
at this job
BS
Electrical Engineering
MBA
Finance And Economics
9

Investment Banking Associate, Consumer & Retail and Business Services Groups

  • Involved in all aspects of a transaction process, from drafting the initial pitch through development of the financial models and preparing the management presentation and interacting with clients.
  • Drafted the private placement memorandum for a client raising $50M in growth financing.
  • Created the successful pitch and drafted the information memorandum for a client looking to divest a major business segment for approximately $200 MM - 250 MM.
  • Completed deals include the $82 million sale of Cynergy Data, a co-managing position in the $226 million Towers Watson follow-on offering and the sale of TeamStaff Rx.
  • Determined the value of companies through such analyses as comparable company trading, comparable transaction, discounted cash flow and LBO modeling.
Candidate Info
5
years in
workforce
2
years
at this job
BS
Accounting And Finance
MA
Finance
10

Investment Banking Associate

  • Performed various advisory services including M&A transaction analysis and created strategic advisory presentations for a $30B+ Technology account
  • Prepared Board materials and performed valuation and competitive analysis for national movie theater operator
  • Assisted company management in preparing investor presentation materials, audited financial models, and performed due diligence for a $200M equity private placement in the Insurance sector
  • Prepared pitch and valuation materials for a $75M equity private placement in the Communications Technology sector
  • Performed merger and LBO analysis for a potential $1.4B strategic partnering opportunity in the consumer industry for a leading private equity firm
  • Developed pitch materials including market analysis, company valuation and dividend recap analysis for the $800M IPO of private equity-backed National CineMedia
  • Developed investor presentation materials for the divestiture of selected magazine titles valued at approximately $200M
Candidate Info
8
years in
workforce
11
months
at this job
BBA
Finance
MA
Finance

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