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Investment Banking Resume

Investment banking refers to an investment banker who undertakes a variety of roles and responsibilities in banking sector. One may work as an investment banker, as financiers or as portfolio manager. The main target of an investment banker is to boost the business line, and generate funds for banks. Some of the job responsibilities of an investment banker include providing financial guidelines to clients, managing and overseeing large financial transactions, advertise banking business to new and prospective clients, and conduct research in investment banking. Investment bankers should hold a bachelor's degree in business studies, or in financial accounting. It is mandatory for an investment banker to have good understanding of the work flow involved in investment industry. Investment banker should also be well versed in assessing risks, government regulations, and in evaluating financial losses.

When it comes to the skill sets, effective communication skills comes in priority for an investment banker. This is so, because he must be able to explain investment information to business organizations and individuals. A career as an investment banker is really challenging, as the job demands constant development of strategies to boost the business and investment deals.

Resume Sample

Randy Scotch
23Washington Sq South, New York
Contact Details: 123-021-1133

Summary of objective:

Career oriented, skilled, dynamic, and focused financial professional with diverse knowledge of investment banking. Seeking a position as an Investment Banker in a reputed financial sector.

Professional Skills:

  • Comprehensive knowledge of investment banking practices, investment banking products and services
  • In-depth knowledge of financial transaction guidelines, accounting principles and accounting standards
  • Well versed in merger and acquisition process and cash flow analysis procedures
  • Hands-on experience in developing standard investment guidelines and analyzing investment plans
  • Possess strong evaluation, communication and analytical skills
  • Demonstrated leadership qualities with good problem solving skills
  • Highly motivated with excellent customer service and relationship building skills

Educational Qualifications:

Bachelor Degree in Accounting
University of New York in the year 2008

Work History:

Organization: Renn Bank, New York
Designation: Investment Banking Executive- (2010 till date)

  • Developing financial models to reach potential customers and develop business opportunities
  • Analyzing financial database, and acquisition transaction by following banking procedures
  • Preparing information memorandum by referring financial data, reports, and graphs
  • Performing financial analysis of corporate partners, and provide necessary suggestions, if required
  • Building and maintaining a good relationship with clients

Organization: Ventura Financial Sector, New York
Designation: Junior Banking Executive (2008 to 2010)

  • Evaluating financial rationales as well as assisted senior staff in developing financial models
  • Providing investment guidelines to corporate sectors
  • Analyzing investment data and forecasting financial growth for three years
  • Analyzing internal rate return and handle debt and equity transactions
  • Evaluating and providing necessary recommendations in investment methodologies
  • Identifying investment needs and provide necessary guidelines


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