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investment banking analyst: Resume Samples & Writing Guide
Employment history
Chief Investment Banking Analyst, Citigroup New York, New York
September 2021 – Present
- Assist in the preparation of pitch books and client presentations
- Conduct financial analysis and modeling
- Assist in the preparation of due diligence materials
Investment Banking Analyst, JP Morgan Chase New York, New York
March 2020 – August 2021
- Perform industry and company research
- Liaise with other departments and external advisors
- Assist in the preparation of pitch books and client presentations
Junior Investment Banking Analyst, Citigroup New York, New York
March 2019 – February 2020
- Assist in the preparation of due diligence materials
- Prepare presentations for clients and internal teams
- Assist in the preparation of marketing materials
Education
University of Chicago, Chicago, Illinois
Certified Treasury Professional, February, 2019
Skills
Technical
Adaptability
Public Speaking
Stress Management
Financial Management
Relationship Management
Regulatory Compliance.
Data Analysis
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Professional Summary
A highly motivated and analytical Investment Banking Analyst in the Financial Services field with a proven track record of success in providing strategic advice and financial solutions to clients. Proven ability to develop strong relationships with clients and colleagues to drive business growth.
Employment history
Lead Investment Banking Analyst, PNC Financial Services Group Pittsburgh, Pennsylvania
November 2013 – Present
- Assist in the preparation of due diligence materials
- Prepare valuation analysis
- Perform industry and company research
Associate Investment Banking Analyst, Bank of America Charlotte, North Carolina
May 2012 – October 2013
- Prepare presentations for clients and internal teams
- Assist in the preparation of pitch books and client presentations
- Participate in client meetings and conference calls
Jr. Investment Banking Analyst, TD Bank Cherry Hill, New Jersey
November 2011 – April 2012
- Liaise with other departments and external advisors
- Monitor market and industry trends
- Assist in the preparation of marketing materials
Education
MIT Sloan School of Management, Cambridge, Massachusetts
Doctor of Philosophy in Business Administration, September, 2011
MIT Sloan School of Management, Cambridge, Massachusetts
Bachelor of Science in Finance, September, 2007
Skills
Organization
Innovation
Social Media
Project Management
Business Acumen
Accounting
Project Management
Relationship Management
Employment history
Chief Investment Banking Analyst, Wells Fargo San Francisco, California
November 2016 – Present
- Prepare valuation analysis
- Prepare presentations for clients and internal teams
- Assist in the preparation of pitch books and client presentations
Investment Banking Analyst, TD Bank Cherry Hill, New Jersey
April 2016 – October 2016
- Manage client relationships
- Prepare valuation analysis
- Support the execution of transactions
Jr. Investment Banking Analyst, U.S. Bancorp Minneapolis, Minnesota
November 2014 – March 2016
- Manage client relationships
- Monitor market and industry trends
- Prepare and review financial documents and reports
Education
Harvard University, Cambridge, Massachusetts
Bachelor of Arts in Finance, September, 2014
Skills
Coaching
Relationship Management.
Accounting
Supervisory
Accounting
Project Management
Documentation
Quality Assurance
Professional Summary
Highly experienced Investment Banking Analyst with a comprehensive understanding of the financial services sector. Proven track record of success in driving profitable investments and delivering exceptional client service.
Employment history
Chief Investment Banking Analyst, U.S. Bancorp Minneapolis, Minnesota
August 2012 – Present
- Monitor market and industry trends
- Support the execution of transactions
- Assist in the preparation of due diligence materials
Investment Banking Analyst, Citigroup New York, New York
August 2011 – July 2012
- Assist in the preparation of pitch books and client presentations
- Develop and maintain financial models
- Prepare and review financial documents and reports
Junior Investment Banking Analyst, TD Bank Cherry Hill, New Jersey
March 2010 – July 2011
- Prepare presentations for clients and internal teams
- Conduct financial analysis and modeling
- Perform industry and company research
Education
Darden School of Business, Charlottesville, Virginia
Doctor of Philosophy in Accounting, January, 2010
Darden School of Business, Charlottesville, Virginia
Bachelor of Science in Finance, January, 2006
Skills
Organization
Computer Literacy
Documentation
Collaboration
Technical
Troubleshooting
Strategic Thinking
Computer Literacy
Employment history
Lead Investment Banking Analyst, PNC Financial Services Group Pittsburgh, Pennsylvania
March 2015 – Present
- Prepare and review financial documents and reports
- Support the execution of transactions
- Prepare presentations for clients and internal teams
Associate Investment Banking Analyst, Goldman Sachs New York, New York
September 2013 – February 2015
- Conduct financial analysis and modeling
- Perform industry and company research
- Prepare presentations for clients and internal teams
Entry Level Investment Banking Analyst, Citigroup New York, New York
March 2013 – August 2013
- Perform industry and company research
- Assist in the preparation of due diligence materials
- Liaise with other departments and external advisors
Education
MIT Sloan School of Management, Cambridge, Massachusetts
Bachelor of Science in Accounting, January, 2013
Skills
Decision Making
Documentation
Attention to Detail
Teamwork
Data Analysis
Visualization
Risk Management
Regulatory Compliance.
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investment banking analyst Job Descriptions; Explained
If you're applying for an investment banking analyst position, it's important to tailor your resume to the specific job requirements in order to differentiate yourself from other candidates. Including accurate and relevant information that directly aligns with the job description can greatly increase your chances of securing an interview with potential employers.
When crafting your resume, be sure to use action verbs and a clear, concise format to highlight your relevant skills and experience. Remember, the job description is your first opportunity to make an impression on recruiters, so pay close attention to the details and make sure you're presenting yourself in the best possible light.
1
investment banking analyst
- Analysis of company financial performance using company comparables, precedent transaction analysis, market performance of peers, evolution of valuation multiples overtime, benchmarking relative to peer focus group using excel models.
- Preparation of comprehensive pitch book material containing industry overviews, company profiles, share price analysis
- Analysis and preparation of financial models and templates on several adhoc requests including ROE, ROCE and related financial ratios
- Study of Financial statements, Management Discussion and Analysis and notes to financial statements
- Usage of data sources including Factset,Thomson Research and Factiva
2
investment banking analyst
- Analysed company financial performance using company comparables, precedent transaction analysis, market performance of peers, evolution of valuation multiples, benchmarking relative to peer focus group using excel models
- Prepared comprehensive pitch book material containing industry overviews, company profiles, share price analysis and various financial models
- Studied Financial statements, Management Discussion and Analysis, notes to financial statements and used various data sources including Bloomberg, Factset, Merger market, Thomson Research and Factiva
- Worked on mid-market deals involving fundraising ,M&A and financial advisory with size ranging from $5 million to $50 million.
3
sr. investment banking analyst
- Engaged in research for target & buyer companies for middle market Investment Banks & Private Equity Firms.
- Prepared DCF models using Internal & Tax Return financials statements.
- Created industry reports & macro-economic reports through secondary research, CIMs, Investor presentations & pitchbooks.
- Responsible for Industry research, Investor pitches and building financial models of companies in sectors such as agriculture , healthcare, pharma,manufacturing and chemicals.
4
investment banking analyst
- Worked on M&A Mandates across sectors including Consumer and Industrial Products.
- Worked on Fundraising mandates across sectors including Healthcare, Media & Entertainment and Food & Beverages.
- Created 10+ presentations and pitch books providing financial and strategic advice
- Merged research findings, financial data, and analytics to produce information memorandums, teasers and other deal collaterals for marketing purposes.
- Conducted company analysis, industry analysis and explored strategic opportunities for the clients
- Also worked heavily on the deal origination side with the aim of cultivating a transaction pipeline by identifying potential opportunities.
5
investment banking analyst
- Exposure to private equity, structured finance and tools such as M-oneX
investment banking analyst Job Skills
For an investment banking analyst position, your job skills are a key factor in demonstrating your value to the company and showing recruiters that you're the ight fit for the role. It's important to be specific when highlighting your skills and ensure that they are directly aligned with the job requirements, as this can greatly improve your chances of being hired. By showcasing your relevant skills and experience, you can make a compelling case for why you're the best candidate for the job.
How to include technical skills in your resume:
Technical skills are a set of specialized abilities and knowledge required to perform a particular job effectively. Some examples of technical skills are data analysis, project management, software proficiency, and programming languages, to name a few.
Add the technical skills that will get hired in your career field with our simple-to-use resume builder. Select your desired resume template, once you reach the skills section of the builder, manually write in the skill or simply click on "Add more skills". This will automatically generate the best skills for your career field, choose your skill level, and hit "Save & Next."
- Data Analysis
- Project Management
- Financial Management
- Risk Management
- Database Management
- Quality Assurance
- Troubleshooting
- Business Acumen
- Process Improvement
- Accounting
- Technical
- Computer Literacy
- Visualization
- Reporting
- Strategic Thinking
- Relationship Management
- Innovation
- Documentation
- Programming
- Financial Modeling
- Regulatory Compliance.
How to include soft skills in your resume:
Soft skills are non-technical skills that relate to how you work and that can be used in any job. Including soft skills such as time management, creative thinking, teamwork, and conflict resolution demonstrate your problem-solving abilities and show that you navigate challenges and changes in the workplace efficiently.
Add competitive soft skills to make your resume stand-out to recruiters! Simply select your preferred resume template in the skills section, enter the skills manually or use the "Add more skills" option. Our resume builder will generate the most relevant soft skills for your career path. Choose your proficiency level for each skill, and then click "Save & Next" to proceed to the next section.
- Communication
- Interpersonal
- Leadership
- Time Management
- Problem Solving
- Decision Making
- Critical Thinking
- Creativity
- Adaptability
- Teamwork
- Organization
- Planning
- Public Speaking
- Negotiation
- Conflict Resolution
- Research
- Analytical
- Attention to Detail
- Self-Motivation
- Stress Management
- Collaboration
- Coaching
- Mentoring
- Listening
- Networking
- Strategic Thinking
- Negotiation
- Emotional Intelligence
- Adaptability
- Flexibility
- Reliability
- Professionalism
- Computer Literacy
- Technical
- Data Analysis
- Project Management
- Customer Service
- Presentation
- Written Communication
- Social Media
- Troubleshooting
- Quality Assurance
- Collaboration
- Supervisory
- Risk Management
- Database Management
- Training
- Innovation
- Documentation
- Accounting
- Financial Management
- Visualization
- Reporting
- Business Acumen
- Process Improvement
- Documentation
- Relationship Management.
How to Improve Your investment banking analyst Resume
Navigating resume pitfalls can mean the difference between landing an interview or not. Missing job descriptions or unexplained work history gaps can cause recruiters to hesitate. Let's not even talk about the impact of bad grammar, and forgetting your contact info could leave your potential employer hanging. Aim to be comprehensive, concise, and accurate.
Luke Long
781 Fernwood Drive, Nokomis, FL 34275Employment history
Senior Investment Banking Analyst, Wells Fargo San Francisco, California
July 2018 – Present
- Monitor market and industry trends
- Assist in the preparation of due diligence materials
- Participate in client meetings and conference calls
Investment Banking Analyst, Bank of America Charlotte, North Carolina
January 2017 – June 2018
- Participate in client meetings and conference calls
- Assist in the preparation of financial statements
- Perform industry and company research
Entry Level Investment Banking Analyst, State Street Corporation Boston, Massachusetts
August 2015 – December 2016
Education
Stanford University, Stanford, California
Master of Arts in Business Administration, June, 2015
Stanford University, Stanford, California
Bachelor of Arts in Business Law, June, 2011
Skills
Organization
Troubleshooting
Flexibility
Teamwork
Reporting
Troubleshooting
Programming
Financial Modeling
Include your Contact Information and Job Descriptions
Missing job descriptions lessens your chances of getting hired.
Key Insights- Employers want to know what you've accomplished, so make sure to include descriptions for all of your previous jobs.
- Keep job descriptions short but don't just list your jobs.
- Never copy-paste a job description to post on your resume. Get inspired and use tools to help you write customized descriptions.
How to Optimize Your investment banking analyst Resume
Keep an eye out for these resume traps. Neglecting to detail your job roles or explain gaps in your career can lead to unnecessary doubts. Grammar blunders can reflect negatively on you, and without contact information, how can employers reach you? Be meticulous and complete.
Employment history
Senior Investment Banking Analyst, PNC Financial Services Group Pittsburgh, Pennsylvania
December 2015 – May 2022
- Assist in teh preparation of marketing materials.
- Liaise with other departments and externall advisors.
- Develp nad maintin financail modles.
Associate Investment Banking Analyst, TD Bank Cherry Hill, New Jersey
July 2014 – November 2015
- Prepere valution anaylsis.
- Perform industry and compony reseach.
- Aassist in teh preparation of due dilligence materials.
Junior Investment Banking Analyst, Citigroup New York, New York
December 2013 – June 2014
- Liaes with other deparments an externl advisors.
- Performm industryy annd companyy researchh.
- Prepere presintations fer clients n' internal teams.
Education
University of Chicago, Chicago, Illinois
Bachelor of Arts in Business Management, October, 2013
Skills
Leadership
Documentation
Analytical
Interpersonal
Innovation
Project Management
Financial Modeling
Accounting
Correct Grammar and Address Gap Years in Your Resume
Don't leave unexplained gaps in your work history.
Key Insights- When explaining gaps in your employment section, start by being honest.
- Elaborate on the gap and show that you never stopped learning.
- Explain and elaborate any gap in your work history by highlighting new skills.
investment banking analyst Cover Letter Example
A cover letter can be a valuable addition to your job application when applying for an investment banking analyst position. Cover letters provide a concise summary of your qualifications, skills, and experience, also it also gives you an opportunity to explain why you're the best fit for the job. Crafting a cover letter that showcases your relevant experience and enthusiasm for the Accounts Payable role can significantly improve your chances of securing an interview.
Chief Investment Banking Analyst
Citigroup
New York, New York
Citigroup
New York, New York
To the respected Citigroup Recruitment Team
I am a passionate Investment Banking Analyst with 4 years of experience in Financial Services. I am excited to submit my application for the Chief Investment Banking Analyst position at Citigroup, where I believe my skills and expertise would be a great asset to your team.
As someone who has always been committed to making a positive impact on the world, I have pursued opportunities to contribute to my community through my work wherever I may be. My experience in this field has equipped me with the skills and knowledge necessary to succeed throughout my life and I am confident that they will help me to bring my passion and expertise to your organization and help drive your success.
I cannot stress enough how thrilled I am about the chance to join a team of like-minded individuals who share my values and passion for this amazing field. Thank you for considering my application and I hope for the chance to work together.
Your time is appreciated,
Stanley Nelson
838-955-4041
[email protected]
Stanley Nelson
Showcase your most significant accomplishments and qualifications with this cover letter.
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Build your Resume in 15 minutes
Give yourself the best chance of standing out from the competition!
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.
Create an awesome resume that meets the expectations of potential employers with our selection of professional, field-tested resume templates.