Investment Banking Associate Resume

An investment banking associate applies the knowledge of finance and accounting to assist clients in raising finance on capital markets. He identifies the business trends, recommends investment strategies, and evaluates the operating data of the company. He works under the direction of a senior banker. His job is to advice clients on a variety of banking and business strategies.

The job requires strong enthusiasm for excellence and knowledge of the accounting and finance principles. Applying candidates must also be proficient in operating computer and working with spreadsheet and accounting software.

Investment Banking Associate Resume Example

Career Objective:

An investment banking associate position with a multi-national bank where my four+ years of experience in generating financial analysis, handling administrative tasks, dealing with clients, and knowledge of project management will help achieve growth and build revenue for the establishment.

Summary of Skills:

• Extensive knowledge of investment banking, banking coverage and products
• Proficient in financial evaluation theory and methodologies
• In-depth knowledge of financial, mathematical, and accounting principles
• Comprehensive knowledge of financial modeling and methodologies
• Skilled in analyzing and interpreting financial data and statements
• Proficient in utilizing spreadsheets, presentation software and the Internet
• Ability to work in a dynamic environment with good communication skills

Work Experience:

Investment Banking Associate
GRT Solutions, Inc., Seattle, WA
October 2013 - Present

• Assisting senior bankers in providing clients with acquisition and mergers, financing and principal investing services
• Working with the financial analyst and reviewing accounting and financial statements
• Developing qualitative and quantitative analysis to support execution of business goals
• Modeling and Interpreting complex financial data and placing suggestions
• Giving presentations to clients and supporting new business development plans
• Maintaining positive relationships with clients as well as delivering world-class service to clients

Junior Investment Banking Associate
Spark Investment Firm, Seattle, WA
May 2011 - September 2013

• Assisted the investment banking staff in firm's capital raising, merger and acquisition advisory activities
• Handled the tasks of contributing effectively in every phase of the client's projects
• Drafted and developed initial pitch material and descriptive memorandum
• Participated in the preparation of financial models and other client meetings
• Coordinated with the financial analyst in developing merger and acquisition models
• Suggested ideas in developing and achieving business goals of the firm

Education:

• Bachelor's Degree in Finance
  Seattle University, Seattle, WA
  2010

Reference:

On request.