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Investment Banker Resume Samples
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0-5 years of experience
Raising/Structuring equity and debt capital for public and private companies in a variety of industries through our affiliated network of broker dealers, private equity, consulting, and investment banking firms.
- Adviser to companies on mergers and acquisitions, divestitures, and other strategic projects.
- Conduct research and due diligence on companies across a wide spectrum of industries.
- Engaged in the buying and selling of companies or divisions of companies to entities or other private parties.
- Specialize in deal size ranging from $ 500k to $ 15 million.
- Have analyzed, determined valuations, and/or have been engaged by numerous companies for over 15 years.
- Integrally involved in the private equity side that provides advisory services to companies with varying goals and objectives.
- Promoted financial excellence as interim Chief Financial Officer at Webshoz, Inc. Broad scope of responsibility included financial planning, modeling, budgeting, forecasting, capital raising/structuring, and mergers and acquisitions.
0-5 years of experience
While working with the entire team and telemarketing, uncovered clients with potential investment needs.
- Provided clients with analysis on their current investment portfolio in terms of risk assessment, total return, retirement, and efficiency.
- Along with Investment products, deal with all different types of consumer needs from Checking (Personal and Business), Money Market, and CD's to Credit cards, Home Equity Loans and Lines of credit, and Mortgages
- First month being appointed into the position, closed over a Million dollars in investments
- Provide financial advise to customers / businesses dealing with over two Million dollars
- Aware of all aspects of banking duties from management to the teller system
6-10 years of experience
- Working as a senior investment banker for the life sciences sector. Actively engaged in the discovery, due diligence and marketing of companies in need of investment capital
- Initiated M & A deals leveraging industry contacts
- Currently engaged in raising a total of $30 million in capital for two companies with unique technologies in the diabetes space, and a third company in the Alzheimer's diagnostic/therapeutic arena for $3 million
0-5 years of experience
Licensed in series 6, 63 and Life
- Actively promoted investment and mortgage solutions to all clients. I met with, as well made outbound calls to solicit for our investment and mortgage department. Scheduled appointments for clients to meet with our branch Loan and investment Officers.
- Made out bound calls, took inbound calls handled customer service issues and resolved them immediately offering an exceptional experience for our client.
- Assisted customers with their banking and financial needs. Created long lasting relationships with clients for business with the bank and myself.
- Solicited and referred clients that have high balances with us and with other institutions to our financial analyst for current and future funds that they will invest.
0-5 years of experience
A private investment partnership that makes principal investments, both directly and through funds that we raise and manage, in an array of income-producing assets and securities.
- Invests Partnerships Proprietary Capital, as well as capital raised from outside investors and institutions, in real estate assets across the United States.
- Able to articulate and train the fundamental concepts, practices and procedures associated with commercial real estate finance, including but not limited to Market Analysis, Investment Analysis and Appraisal.
- Provides Financial Evaluation, Modeling, Structuring and Analysis for Income Producing Properties such as office, retail, hotel, with an emphasis on multi-family Investments.
- Assists team in day-to-day responsibilities, which include the Preparation of Offering Materials and Transactional Support and Negotiation.
- Prepares Forecasts and Analyzes Trends in Commercial Real Estate Finance, general business and industry conditions.
- Interfaces with Clients, Equity Investors and Lenders to execute Financings and Document negotiations.
- Proficiency in Investment Accounting and Financial Analysis related to yield, duration, etc.
- Development and use of Advanced Models for Cash Forecasting & Variance Analysis.
- Senior management interaction/presentations using various office software (Excel, PPT).
0-5 years of experience
Primarily responsible for assisting only affluent customers
- Partners with Financial Advisors to grow investment portfolios for the bank
- Develop and build client relationships to secure longevity for Wells Fargo
- Put on off-site promotional/marketing events at various companies for new hires to promote the benefits of banking with Wells Fargo
0-5 years of experience
- Selling Trade Securities to established corporations and entities
- Responsible for managing investment portfolios and providing investment advice
- Arranging and Negotiating financial transactions with existing and potential clients
- Providing an array of services with numerous investment funds
- Advising clients and initiating moneymaking ventures
- Responsible for creating very close relationships with existing and potential clients
- Dedicating time for meetings and Travel
- Responsible for managing my time effectively
- Managing my own administration, Recording, storing and providing information
- Creating PowerPoint presentations to present to clients face to face.
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