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Investment Banking Analyst Resume Samples
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0-5 years of experience
Built financial models, including 3-statement merger, accretion/dilution, LBO, IPO, and DCF models
- Created 50+ presentations and pitch books for client executives and boards providing financial and strategic advice
- Maintained precedent transactions and trading comparables databases
- Performed due diligence including industry and product research, and created memoranda for internal committees
- Conducted analysis and participated in bookrunner and management discussions for the LipoScience (Nasdaq:LPDX) IPO
- Created the investor circulated Confidential Information Memorandum for a top US healthcare services company's LBO
- Supported MannKind Corporation's $86M equity raise and InSite Vision's $22.2M private placement
0-5 years of experience
Lead analyst on over $2.5B of completed transactions, including buy/sell-side advisory and debt issuance
- Built leveraged buyout, M&A and operating models and generated in-depth market research used by clients to evaluate potential acquisitions as well as debt and equity offerings
- Received top 15% ranking in analyst class of 150 and was extended third-year job offer
- Sell-side advisor, $1.5B sale of Innkeepers USA, a 75-hotel chain, to Apollo Investment Corporation
- Worked with Innkeepers' executive team to coordinate sell-side auction process
- Drafted fairness opinion presented to the Board of Directors and public shareholders of Innkeepers
- Buy-side advisor, $400M acquisition of MGM Mirage casinos by Herbst Gaming
- Developed operating model in collaboration with Herbst's CFO, performed extensive due diligence on target and drafted investment committee memo
0-5 years of experience
Created PowerPoint presentation booklets describing specific data-driven financing ideas and structures and presented them at meetings with prominent debt issuers
- Responded to a variety of RFPs, some of which resulted in selections as a senior or co-senior manager
- Provided structuring expertise on senior managed transactions totaling in excess of $1 billion
- Developed automated Excel models to cater to the needs of a variety of issuers when necessary
- Conducted internal analyses and comparisons and presented statistical findings to firm principals
- As the sole analyst for the firm, multi-tasked and prioritized effectively in order to complete a heavy workload at a high quality level, meeting tight deadlines
0-5 years of experience
Member of [company name]'s Technology Group focusing on M&A and growth equity financings for middle-market technology companies
- Gained exposure to a broad range of businesses across the technology sector including engagements in digital media, security, financial technology, tech-enabled services and enterprise and consumer software
- Worked with client management to construct a financial model based on customer pipeline and revenue ramp assumptions broken out by product
- Authored comprehensive confidential information memorandum
- Created roadshow presentation for potential investors and assisted client management in developing concise and effective messaging for investor meetings
- Coordinated financial and legal due diligence processes working with both client management, legal teams and potential investors
0-5 years of experience
Conducted valuation using public company comparables, precedent transactions, and DCF methods
- Performed financial analysis showing subject company was undervalued by 20%, which was successfully used in negotiations to raise asking price to $60 MM from $45 MM
- Prepared three pitch books, company profiles, and teasers for companies across the globe
- Monitored data room and due diligence activities for 1 M&A transaction
0-5 years of experience
Successfully pitched allocation of $100M of institutional investment capital in U.S markets.
- Oversaw all aspects of asset underwriting, due diligence market research and economic analysis.
- Used DCF, NPV and ratios valuation methods to assess acquisitions in equity and real estate
- Implemented an alternative financing strategy that increased project ROI by 20%
0-5 years of experience
Responsible for creating financing & marketing memorandums to assist in securing bank, private equity, mezzanine debt, venture
capital, private wealthy investor, or strategic joint venture financing for small to middle market clients (5-100MM in annual
revenues)
- Developed large Excel cash flow projection and NPV valuation models based on in depth conversations with senior
- Researched macro environmental trends to provide a robust understanding of the potential market and model assumptions
- Merged research findings, financial data, and analytics into large financial offering memorandums (40-100 pages) for marketing purposes
- Initiated a substantial amount of market research within the telecommunication, energy, healthcare, life science, retail, and consumer products sectors
- Helped prepare and coach management team for investor presentations
0-5 years of experience
Performed all aspects of investment analysis including financial and business modeling, company valuation, due diligence and term sheet negotiations
- Contributed to five sell-side deal teams, two buy-side deal teams and one Stephens Capital Partners ("SCP") deal team
- Gained consultation experience by providing profitability and operational analysis to SCP portfolio company
- Selected to develop and lead leveraged buyout section of training and continuing education for first-year analysts
- Finished in top tier of 12-person, two-year analyst program, earning offer to return at Senior Analyst level
0-5 years of experience
Investment bank focused on interactive marketing, social media and retail M&A advisory
- Conducted industry, financial and competitive analysis for client advisory and firm investments
- Built complex Microsoft Excel models to perform business and industry forecasting, develop growth projections and valuations using Discounted Cash Flow models and trading/transaction multiples
- Participated heavily in three LOI – status sell-side transactions with $65 million of aggregate value
- Drafted pitch books, offering memoranda, management presentations and other marketing items
- Identified and analyzed potential strategic buyers, VC and PE investors for active transactions
0-5 years of experience
Built complex financial models to value companies using trading and transaction comparables
- Analyzed companies from a financial, operational, and industry perspective
- Conducted research on retail sub-sectors across EMEA, industry trends, and market data
- Created client proposals to obtain new engagements and worked on a 150 pages pitch for a top food retailer
- Screened 100 acquisition targets and narrowed list down to 10 using revenue growth and EBITDA margins
- Revised weekly a list of over 100 trading comparables updates using Factset and company financial statements
Investment Banking Analyst Duties and Responsibilities
The company an Investment Banking Analyst works for will greatly determine their duties and responsibilities. There are, however, several common primary duties nearly all Investment Banking Analysts can expect to perform. A review of current job listings identified the following core responsibilities.
Review and Analyze Financial Data A main responsibility of an Investment Banking Analyst is to review and analyze data for investment banking portfolios. Their assessment of transactions and financial areas, such as the performance of stocks and bonds, as well as credit trends allow them to make informed recommendations to investment bankers. While they are not responsible for making the ultimate decision in investments they do conduct the research and provide the data that aids in the decision-making process.
Present Findings Investment Banking Analysts should be comfortable both producing and giving presentations. These may be informal presentations within the investment banking group, or they may be more formal affairs designed to educate or persuade clients. Investment Banking Analysts will also be expected to compile reports using spreadsheets and other financial software programs.
Perform Administrative Duties The Investment Banking Analyst is also called upon to carry out administrative tasks that keep the investment banking group operating smoothly. They may book conference rooms, arrange meetings, work with a print shop to have reports and materials generated and any other similar tasks asked of them.
Investment Banking Analyst Skills
Successful Investment Banking Analysts are ambitious, dedicated workers. They are self-motivated analytical thinkers. In addition to these traits, employers look for candidates with the following skills. Core skills: Based on job listings we looked at, employers want Investment Banking Analysts with these core skills. If you want to work as an Investment Banking Analyst, focus on the following.- Researching, analyzing and interpreting financial data
- Collaborating with colleagues
- Proficiency with Microsoft Office programs, especially Excel
- Understanding financial markets and trends
- Prior experience in investment banking
- Proficient with financial modeling software
- Investment banking licensing, such as Series 79 and Series 63
Investment Banking Analyst Resources
There are more helpful resources available on the Web for those interested in becoming Investment Banking Analysts. We scoured the internet and found these links full of learning opportunities and the latest industry news. On the Web
The Prospectus - Wall Street Prep, is an educational company offering services to those interested in working in finance and investment careers. Their blog contains "musings on financial modeling and investment banking."
IBankingFAQ - This site is full of information about careers in investment banking. From the frequently asked questions to the many links and resources, this is a great site for learning more about Investment Banking Analysis. Investment Banking Analyst Books
The Best Book on Investment Banking Careers - Donna Khalife shares an insider's prospective on how to break into the investment banking world in this eBook.
Financial Modeling - This text is a wonderful resource for anyone who expects to create financial models in Microsoft Excel. Twitter
@investbankers - Maintained by investmentbankers.net, this feed provides the latest news, trends, research, analysis and job opportunities on investment bankers
@whatinvestment - This Twitter feed is managed by the UK publication, What Investment and provides daily information about the investment and financial markets. Industry Groups
National Investment Banking Association - Founded in 1982, NIBA provides investment banking professionals with networking opportunities, conferences, and resources. Their site includes a blog with the latest industry news.
Certified International Investment Analyst - The ACIIA was established in 2000 and represents over 100,000 analysts, investment advisers, and portfolio managers worldwide. They offer educational programs, conferences and other resources to their members.
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