Investment Banking Analyst 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:

To become an indispensable member of the Investment Banking Team and perform financial analysis, strategic financial research, and assist clients with mergers and acquisitions decisions.

Summary of Skills:

  • Strong analytical, quantitative, and research skills

  • Superb written and verbal communication and presentation skills

  • Excellent knowledge of banking investment products

  • Ability to analyze financial statement, and clients’ investment portfolios

  • Excellent attention to detail, strong work ethic, and multi-tasking abilities

  • Expert at financial modeling and providing investment opportunities

Work Experience:

Investment Banking Analyst

OTC Bank, Oklahoma City, OK

October 2014 – Present

  • Researching and analyzing money market trends, clients’ financial situations, and opportunities of merger and acquisition

  • Creating complex financing modes for clients to help them disburse debts

  • Performing strategic and financial research and investment memoranda

  • Preparing reports and producing ideas for enhancement of investment portfolios

  • Building and maintaining direct relationships with clients

Investment Banking Analyst

FinTrust, Oklahoma City, OK

February 2013 – September 2014

  • Analyzed clients’ accounting statement, cash flow pattern, and profit and loss sheets

  • Interpreted and presented complex financial information in easy language

  • Drafted financial research summaries and recommended investment options

  • Helped clients take informed decisions pertaining to mergers and acquisitions

  • Assisted senior analysts in building client database and improving business

  • Stayed updated about the daily stock market operations and utilized the knowledge in preparing forecast


  • Bachelor’s Degree in Finance

    ABC University, Oklahoma City, OK



On request.

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