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investment banking associate: Resume Samples & Writing Guide

Frank Benson 887 Creekview Drive, Southside, AR 72501
frank_benson@yandex.com
953-216-8649

Professional Summary

 Highly motivated Investment Banking Associate with extensive experience in the financial services sector. Proven ability to develop and execute successful financial strategies that meet the needs of clients. 

Employment history

Senior Investment Banking Associate, TD Bank Cherry Hill, New Jersey
January 2012 – Present
  • Assist in the preparation of internal reports
  • Support senior bankers in executing transactions
  • Participate in client calls and meetings
Investment Banking Associate, Bank of America Charlotte, North Carolina
January 2011 – January 2012
  • Analyze financial data and prepare financial models for decision making
  • Assist in the preparation of internal reports
  • Develop financial models and valuation analyses
Junior Investment Banking Associate, State Street Corporation Boston, Massachusetts
August 2009 – January 2011
  • Assist in the preparation of client proposals and presentations
  • Draft offering memoranda and other transaction documents
  • Develop financial models and valuation analyses

Education

Harvard University, Cambridge, Massachusetts
Chartered Financial Consultant, June, 2009

Skills

Adaptability
Flexibility
Financial Management
Listening
Strategic Thinking
Relationship Management
Reporting
Database Management

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Walter Harris 585 Winterwood Drive, Snake Creek, OK 74352
walter.harris@mail.com
902-888-1502

Professional Summary

 Seasoned Investment Banking Associate with expertise in financial services and investments. Proven track record of successfully executing transactions and providing excellent client service. 

Employment history

Lead Investment Banking Associate, PNC Financial Services Group Pittsburgh, Pennsylvania
February 2009 – Present
  • Support senior bankers in executing transactions
  • Perform due diligence, industry and market research
  • Prepare and review financial statements and disclosure documents
Investment Banking Associate, Bank of America Charlotte, North Carolina
February 2008 – January 2009
  • Assist in the preparation of internal reports
  • Prepare and review financial statements and disclosure documents
  • Participate in client calls and meetings
Jr. Investment Banking Associate, U.S. Bancorp Minneapolis, Minnesota
August 2007 – January 2008
  • Assist in the preparation of internal reports
  • Assist with the preparation of presentations and pitch books
  • Assist in the preparation of client proposals and presentations

Education

Darden School of Business, Charlottesville, Virginia
Bachelor of Arts in Business Law, June, 2007

Skills

Self-Motivation
Communication
Business Acumen
Training
Project Management
Risk Management
Financial Management
Innovation
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Zane Allen 658 Country Lane, Rice Lake, MN 55803
allen.zane@gmail.com
857-806-6626

Professional Summary

 An experienced Investment Banking Associate with a deep understanding of financial services and a passion for providing solutions to complex financial problems. A highly motivated professional with excellent communication and analytical skills, adept at developing and executing successful strategies for clients. 

Employment history

Senior Investment Banking Associate, PNC Financial Services Group Pittsburgh, Pennsylvania
January 2011 – Present
  • Perform due diligence, industry and market research
  • Assist in the preparation of client proposals and presentations
  • Manage client relationships and provide client service
Investment Banking Associate, PNC Financial Services Group Pittsburgh, Pennsylvania
July 2009 – December 2010
  • Assist in the preparation of client proposals and presentations
  • Analyze financial data and prepare financial models for decision making
  • Assist with the preparation of presentations and pitch books
Jr. Investment Banking Associate, Citigroup New York, New York
January 2009 – July 2009
  • Assist in the preparation of client proposals and presentations
  • Assist with the preparation of presentations and pitch books
  • Draft offering memoranda and other transaction documents

Education

Columbia University, New York City, New York
Master of Arts in Economics, November, 2008
Columbia University, New York City, New York
Bachelor of Arts in Finance, November, 2004

Skills

Teamwork
Critical Thinking
Strategic Thinking
Leadership
Computer Literacy
Risk Management
Supervisory
Accounting
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Jeff King 76 Alderwood Drive, Shadybrook, TX 75757
jeff-king@mail.com
935-712-0241

Employment history

Chief Investment Banking Associate, Goldman Sachs New York, New York
March 2016 – Present
  • Assist with the preparation of presentations and pitch books
  • Develop financial models and valuation analyses
  • Assist in the preparation of internal reports
Associate Investment Banking Associate, Bank of America Charlotte, North Carolina
October 2014 – February 2016
  • Prepare and review financial statements and disclosure documents
  • Draft offering memoranda and other transaction documents
  • Perform due diligence, industry and market research
Entry Level Investment Banking Associate, State Street Corporation Boston, Massachusetts
April 2013 – September 2014
  • Analyze financial data and prepare financial models for decision making
  • Develop and maintain financial databases
  • Draft offering memoranda and other transaction documents

Education

Darden School of Business, Charlottesville, Virginia
Certified Investment Management Analyst, March, 2013

Skills

Negotiation
Networking
Strategic Thinking
Accounting
Data Analysis
Troubleshooting
Relationship Management
Programming
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Larry Davis 316 Meadowview Avenue, Kings Point, MT 59860
davis.larry@gmail.com
700-539-7220

Employment history

Lead Investment Banking Associate, Morgan Stanley New York, New York
August 2018 – Present
  • Draft offering memoranda and other transaction documents
  • Manage client relationships and provide client service
  • Assist in the preparation of client proposals and presentations
Investment Banking Associate, U.S. Bancorp Minneapolis, Minnesota
February 2017 – July 2018
  • Prepare marketing materials and coordinate roadshows
  • Support senior bankers in executing transactions
  • Develop financial models and valuation analyses
Jr. Investment Banking Associate, Bank of America Charlotte, North Carolina
February 2016 – January 2017
  • Participate in client calls and meetings
  • Prepare and review financial statements and disclosure documents
  • Draft offering memoranda and other transaction documents

Education

Darden School of Business, Charlottesville, Virginia
Master of Arts in Accounting, December, 2015
Darden School of Business, Charlottesville, Virginia
Bachelor of Arts in Business Administration, December, 2011

Skills

Relationship Management.
Mentoring
Reliability
Social Media
Computer Literacy
Troubleshooting
Programming
Risk Management
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investment banking associate
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investment banking associate Job Skills

For an investment banking associate 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
  • Risk Management
  • Database Management
  • Financial Management
  • Business Acumen
  • Process Improvement
  • Quality Assurance
  • Troubleshooting
  • Technical
  • Computer Literacy
  • Visualization
  • Reporting
  • Accounting
  • Strategic Thinking
  • Innovation
  • Documentation
  • Relationship Management
  • Supervisory
  • Programming

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 associate 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.

Ike Nelson 91 Bayview St., Bellevue, IL 61604

Employment history

Lead Investment Banking Associate, Morgan Stanley New York, New York
October 2019 – May 2022
  • Perform due diligence, industry and market research
  • Monitor market trends and developments
  • Manage client relationships and provide client service
Investment Banking Associate, U.S. Bancorp Minneapolis, Minnesota
May 2018 – September 2019
  • Analyze financial data and prepare financial models for decision making
  • Assist in the preparation of internal reports
  • Develop and maintain financial databases
Jr. Investment Banking Associate, State Street Corporation Boston, Massachusetts
November 2016 – April 2018
  • Prepare and review financial statements and disclosure documents
  • Support senior bankers in executing transactions
  • Prepare marketing materials and coordinate roadshows

Education

MIT Sloan School of Management, Cambridge, Massachusetts
Certified Financial Manager, October, 2016

Skills

Adaptability
Database Management
Reliability
Documentation
Risk Management
Computer Literacy
Project Management
Supervisory

Provide your Contact Information and Address Year Gaps

Always explain any gaps in your work history to your advantage.

Key Insights
  • Employers want to know what you've accomplished, so make sure to explain any gaps using a professional summary.
  • Adding extra details and context to explain why you have a gap in your work history shows employers you are a good fit for the position.

How to Optimize Your investment banking associate 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.

Karl Allen 299 Aspen St., Jacksboro, TX 76458
allenkarl@zoho.com
823-167-1115

Professional Summary

 A highly motivated Investment Banking Associate with extensive experience in the Financial Services field. Proven track record of achieving successful outcomes through strategic planning, financial analysis, and client relationship management. 

Employment history

Lead Investment Banking Associate, JP Morgan Chase New York, New York
March 2013 – Present
  • Suppot senior bankors in executing transacations.
  • Assist in the preperation of interal reports.
  • Liease with legal, acounting, and other profesionals as neededed.
Associate Investment Banking Associate, Bank of America Charlotte, North Carolina
March 2012 – February 2013
  • Assist with the preperation of prezentations and pitch bookss.
  • Assist in the preperation of internall reports.
  • Mange cliente relatioships nd provide client servce.
Junior Investment Banking Associate, JP Morgan Chase New York, New York
March 2011 – February 2012

    Education

    Wharton School, Philadelphia, Pennsylvania
    Bachelor of Arts in Business Administration, January, 2011

    Skills

    Documentation
    Adaptability
    Risk Management
    Computer Literacy
    Supervisory
    Programming
    Quality Assurance
    Documentation

    Include Job Descriptions and Avoid Bad Grammar

    Avoid sending a wrong first impression by proofreading your resume.

    Key Insights
    • Spelling and typos are the most common mistakes recruiters see in resumes and by simply avoiding them you can move ahead on the hiring process.
    • Before submitting your resume, double check to avoid typos.

    investment banking associate Cover Letter Example

    A cover letter can be a valuable addition to your job application when applying for an investment banking associate 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.



    Frank
    Benson     frank_benson@yandex.com
    953-216-8649
    887 Creekview Drive, Southside, AR
    72501

    Lead Investment Banking Associate
    TD Bank
    Cherry Hill, New Jersey

    Greetings TD Bank Recruitment Team


    I am a results-driven Investment Banking Associate with 14 years of experience in Financial Services. I am excited to submit my application for the Lead Investment Banking Associate role at TD Bank, where I believe I can make a valuable contribution to your team.


    My diverse life experiences have taught me the importance of adaptability, creativity, and resilience. Whether it was on the job, or simply on my day to day, I have learned to navigate challenges and find innovative solutions. I am confident that I possess the skills and expertise necessary to excel in the position at TD Bank and I am excited about the opportunity to grow with a team that values these qualities and contribute to your organization's growth and success.


    Thank you for considering my application for the Lead Investment Banking Associate position. With my skills and the amazing team at this organization, I am assured that I can contribute to your organization's success and make a meaningful impact. Looking forward to a future where we can work together.


    Cordially,
    Frank Benson
    953-216-8649
    frank_benson@yandex.com

    Frank Benson






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