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Jul 10 / Admin

Investment Banker Resume

Here is a Sample Investment Banker Resume,

Steve Forest


28/3 – C, Northern Street

Raleigh, NC 14000, United States

Home 555-444-5577

Cellular 555-444-33888

email@resumeexamples.in


 

Job Objective

A challenging position as an Investment Banker in a well-reputed company where I can use my banking and finance education and experience to make significant contributions toward the achievement of company goals.

Professional Achievements

  • Over seven year experience in banking and finance.
  • Innovative professional with a proven background in banking and corporate finance.
  • Provided exceptional level of support concerning banking initiatives, which enabled management to make sound business decisions.
  • Accomplished banker with exceptional interpersonal and communication skills.
  • Proficient with computer literate such as Microsoft Word, Microsoft Excel, Power point and Internet.

Professional Experience

Derek Investment Co., Raleigh, NC

Investment Banker, 2008 – Present

  • Followed delinquent accounts and implemented the appropriate steps for collection.
  • Developed complex financial models to analyze and assess potential LBO, leveraged
    recapitalization, and debt refinancing transactions
  • Planned, directed, and coordinated risk and insurance programs of establishment to control risks and losses.
  • Established procedures for custody and control of assets, records, loan collateral, and securities to ensure safekeeping.
  • Followed delinquent accounts and implemented the appropriate steps for collection.

 

Sunshine Inc., Raleigh, NC

Investment Banker, 2006 – 2008

  • Interfaced with the sales departments to provide value added information for the accomplishment of their business goals
  • Worked with relationship managers as well as contacting clients directly to resolve compliance related questions and inquiries.
  • Developed and implemented business and marketing plans to grow the business.
  • Evaluated and reported to senior management special issues related to account risk, industry risk, and country risk.
  • Attended and critiqued management presentations of potential portfolio companies.

 

DCB Financial Corp., Raleigh, NC

Investment Banker, 2004 – 2006

  • Generated more than $65,000 in revenues in just three months.
  • Maintained all aspects of general ledger including month-end closing and accruals and analysis of general ledger accounts.
  • Consulted with clients to determine financial need and customized solutions to meet client financial requirements.
  • Analyzed and valued potential strategic opportunities for private equity and corporate clients using pro forma merger, comparable company, and comparable transaction methods.
  • Performed month-end and year-end closing functions.

 

Academic Qualifications

MS, Finance, 2005

State University, Raleigh, NC

 

B.S., Finance, 2003

St. George College, Raleigh, NC

 

Skills

• International Finance                                 • Statistical Reporting

• Strategic & Tactical Planning                     • Financial Forecasting

• Client Relationship Management                • Business Analysis

• Managing Approval Activities                    • Accounts Payable & Accounts Receivable

• Financial Analysis                                     • Multi-Site P&L Management

• Environmental Accounting                         • Financial Management & Analysis

• Financial Data & Graph Analysis                • Relationship Management

 

Professional Affiliations

Member, 2009

National Bankers’ Society, Raleigh, NC

 

References

Available upon request