Investment Banker Resume

[First Name] [Last Name]

Contact Address: [street]

[Country] [City] [State/Province] [Zip Code]

Contact Number: (012)-345-6789

Email Address: [[email protected]]

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Career Objective:

Performance driven, insightful and established Investment Banking Officer with proven ability to exceed target and maintain healthy client relationships. Extensive knowledge about various financial instruments and experienced in handling complex scenarios.

Summary of Skills:

  • Skilled in analyzing financial situation and giving the best advice to clients

  • Comprehensive knowledge of leveraging financial instruments in complex scenarios

  • Ability to do accurate financial analysis and build accurate models

  • Excellent communication, organizational, and management skills

  • Able to give high impact presentation for convincing clients

  • Good negotiation and sales closing skills to meet the target

  • Able to maintain long client relationships by winning trust and regular follow-ups

Work Experience:

Investment Banking Analyst

Citizens Bank, Minneapolis, Minnesota

November 2016 – Present

  • Designing Confidential Information Memorandum for top US healthcare services and circulating it among the investors

  • Creating 10 pitch books daily for client executive and board which provide strategic financial advice

  • Maintaining reports about precedent transactions and comparable databases in trading

  • Coordinating both legal and financial due diligence processes by working with client management team, legal teams and potential clients

Investment Banking Analyst

DayLight Bank, Minneapolis, Minnesota

April 2014 – October 2016

  • Performed internal analysis to judge the comparisons and present statistical findings to senior officials

  • Created effective presentations to convince potential investors and assisted client management team with innovative strategies for investor meetings

  • Performed financial analysis of the subject company and used negotiating skills to raise the asking price from $40 MM to $65 MM

  • Introduced distribution of booklets that described data driven financing ideas and structures for promoting bank’s investment schemes among prominent debt issuers

  • Launched an alternative financing strategy which increased the bank’s ROI by 25%

Investment Associate

Fair Bank and Trust, Minneapolis, Minnesota

October 2012 – March 2014

  • Developed Excel models to ease the process of forecasting business and industry trends

  • Performed analysis on existing client base and identified potential buyers who could turn into investors for active transactions

  • Conducted research on market data and prepared report to submit to management level officers to highlight the key points

  • Assisted sales team in planning and organizing client-focused sales events which helped in increasing revenue by 10%

  • Maintained contact with top brokerage houses and documented quarterly transactions report


  • Master’s Degree in Finance

    ABC University, Minneapolis, Minnesota



  • FINRA Series 63, California Life and Disability Insurance, 2015

  • Chartered Financial Analyst Level 1 Exam, December 2016


On request.