Reconciliation Analyst II Resume. Hiring managers receives about hundreds of applications for a Investment Banking position and each and every one writes about their past experience. Learned how to build different types of financial models to help derive an accurate valuation of the client's company and input the data into a database for further analysis. Led negotiation preparation including gathering supporting information, conducting need assessments of stakeholders, and developing alternative solutions for the deal. Produced list of strategic and financial investors based on business strategy or investment thesis. Independently work on deal sourcing, identify, research and analyze potential investment opportunities based on the U. S. And China market. Customize it! Prepare materials for clients on strategic, financial, and valuation considerations regarding proposed or ongoing M&A transactions, IPOs, equity and debt financings, and other strategic alternatives. Objective : With strong analytic skills including market research, applied product research and data analysis. Other pre-requisites of the job are effective communication, computer, analytical and project management skills. Identified potential acquisition, investment, and restructuring targets through industry, financial and strategic analyses. Communicating with potential investors and identifying actionable next steps for eleven live transactions in agriculture, food supplement, mortgage banking, renewable energy and specialty finance. We design them to “pass the eye test” and ensure that your resume is on par with or better than those of the top candidates in the market, increasing your chances of getting noticed. Investment Banking Analyst Job Description, Created 50+ presentations and pitch books for client executives and boards providing financial and strategic advice, Maintained precedent transactions and trading comparables databases, Performed due diligence including industry and product research, and created memoranda for internal committees, Conducted analysis and participated in bookrunner and management discussions for the LipoScience (Nasdaq:LPDX) IPO, Created the investor circulated Confidential Information Memorandum for a top US healthcare services company's LBO, Supported MannKind Corporation's $86M equity raise and InSite Vision's $22.2M private placement, Built leveraged buyout, M&A and operating models and generated in-depth market research used by clients to evaluate potential acquisitions as well as debt and equity offerings, Received top 15% ranking in analyst class of 150 and was extended third-year job offer, Sell-side advisor, $1.5B sale of Innkeepers USA, a 75-hotel chain, to Apollo Investment Corporation, Worked with Innkeepers' executive team to coordinate sell-side auction process, Drafted fairness opinion presented to the Board of Directors and public shareholders of Innkeepers, Buy-side advisor, $400M acquisition of MGM Mirage casinos by Herbst Gaming, Developed operating model in collaboration with Herbst's CFO, performed extensive due diligence on target and drafted investment committee memo, Responded to a variety of RFPs, some of which resulted in selections as a senior or co-senior manager, Provided structuring expertise on senior managed transactions totaling in excess of $1 billion, Developed automated Excel models to cater to the needs of a variety of issuers when necessary, Conducted internal analyses and comparisons and presented statistical findings to firm principals, As the sole analyst for the firm, multi-tasked and prioritized effectively in order to complete a heavy workload at a high quality level, meeting tight deadlines, Gained exposure to a broad range of businesses across the technology sector including engagements in digital media, security, financial technology, tech-enabled services and enterprise and consumer software, Worked with client management to construct a financial model based on customer pipeline and revenue ramp assumptions broken out by product, Authored comprehensive confidential information memorandum, Created roadshow presentation for potential investors and assisted client management in developing concise and effective messaging for investor meetings, Coordinated financial and legal due diligence processes working with both client management, legal teams and potential investors, Performed financial analysis showing subject company was undervalued by 20%, which was successfully used in negotiations to raise asking price to $60 MM from $45 MM, Prepared three pitch books, company profiles, and teasers for companies across the globe, Monitored data room and due diligence activities for 1 M&A transaction. Thousands of global open positions in financial services, investment banking, fintech and more. Skills : Financial Analysis, Corporate Finance, Accounting, Marketing, Data Analysis, Spreadsheet Modeling, Financial Modeling. For aspiring banking associate and analyst, the templates provided are ideal for you. A banking business analyst is responsible for evaluating and summarizing financial data which is crucial for making sound business decisions. Skills : Sales Force, Tableau, Stata, Spreadsheet Modeling, Fact Set, Capital IQ. Prepare financial reports, business plans, pitch and presentation materials to potential investors. Endlessly learning about how tech outgrows the technology industry, and redefines businesses and industries. Perform peer and transaction comparable analysis, due diligence for companies with a focus on TMT, consumer retails and business services. Focused on growth companies with capital development plans in the public and private space. Advised leading, independent e-commerce shipping platform, an embedded software company, SAAS property tax management platform, on a sell-side M&A transaction. Headline : A bi-lingual, highly motivated, detail-oriented, and analytical finance professional with 6 years of experience in Mergers and Acquisitions, Valuation, Financial Modeling, and Budgeting. Hands-on competence in qualitative, quantitative and analytical research. Banking Business Analyst Resume Sample Three is one of three resumes for this position that you may review or download. Experienced in managing multiple deals in fast-paced, deadline intense environments. Screen and target potential institutional investors/buyers by using capital IQ and axial to market transactions. Created one-page briefs that included a high-level business description, valuation, and industry. Investment Banking Analyst Job Description, Key Duties and Responsibilities. Collaborated with senior bankers throughout the deal sourcing pipeline process in identifying high-growth and bootstrapped initiative market research, competitive landscape and industry sizing analyses in preparation of client pitch books. Supported creation of business case(s) outlining cost impacts and value drivers of proposed solutions. Headline : Seven Years of experience as financial analyst on Investment Banking. Analyzed the effects of section 338(h)(10) election and tax-benefits of the target company's historical net operating losses (NOLS) on the sale value of the company. Prior working experience as business analyst in the banking industry is advantageous. Collaborating with senior management in the development of client pitch materials. Edited due diligence report and evaluated key performance indicators after doing research on the financial statement of the subject company, and ensured that timeline and company's significant capital events were reported accurately and clearly. Managed back office operations of six acquisition transactions, each with an indicated value over $100m. Corporate finance generalist with a focus on restructuring transactions. Performed a valuation of the target using selected companies, selected transactions, and discounted cash flow analyses to assess the value of the target against the purchase price. Conduct company research, comps analysis, industry research, and transaction research by using capital IQ, and maintain a strong insight into the sector specific business dynamics. Identify, research, and contact potential acquisition targets for buy-side clients. Modeled the acquirers' offers and shareholder proceeds to provide insights for negotiation discussions. The so delivered reports must offer wide ideas, solutions that stand diversified or enhanced on the related portfolio. Performed qualitative and quantitative analysis to determine the potential for raising capital and deal evaluation. Established a novel system for the director of investments to maintain client investment in accordance with the firm's compliance department. Research and analyze various industry trends and responsible for the firms marketing publications: the annual aerospace & defense yearbook, the quarterly industry update, and the monthly industry operating data pack. Focused on distressed debt transactions for publicly traded small to middle cap companies. It’s important to tailor your resume to the industry standard to avoid being immediately deleted Introduced and communicated a/r and P. O. Reposition company marketing message for accelerating growth based on geographic and vertical. Drafted a synergy analysis to quantify the incremental cash flow and enterprise value benefit that would result from a combination with a publicly traded buyer. Built financial projection models projecting company's income statement, cash flow statement and balance sheet as well and working capital schedules. Skills : Passed CFA Level 1, Financial Modeling, Microsoft Office. Investment Banking Analyst Resume; Business Analyst Resume; How To Write a Great Entry Level Financial Analyst Resume Sample. You don’t have any direct experience to show for it yet! Executed five successful transactions and worked on numerous other deals, including sell-side and buy-side M&A. Acquirers, valuation analysis & modeling, and due diligence & information flow management. Investment Banking Analysts spend long hours working closely with managing directors examining industry research and building financial valuation models with regard to the investment strategies said directors prefer. Investment Banking Resume Templates – Investment banks are currently trending nowadays because of the increasing number of global economic institutions and companies. Coordinate information flows and served as the primary contact between buyer, seller and internal team. Conducted financial and valuation analyses in preparing competitive project strategy. Highly ethical with excellent communication, analytical, organization and leadership skills. Organized communications for the quarterly report filing to the sec for two client companies. Performed tax analysis to calculate the present value tax benefit under certain transaction structures. Learn how to write an investment banking resume (Analyst or Associate) with CFI's free guide and resume template. Created cash balance report for every sponsoring company regarding collections (principal, interest and legal cost); updated and maintained a report on the daily basis for regulatory and budgetary purposes. Skills : Financial Modeling, Business Evaluation, Mergers And Acquisitions, Investment Banking, Financial Analysis, Valuation Analysis, Due Diligence, Industry Analysis, Microsoft Office, Capital IQ, LexisNexis, Hoovers, Mandarin. CFA level II candidate with work experience in Financial Reporting, Investment Analysis, and Corporate Research Analysis requiring attention to details, strong organizational and communication skills. defined as an individual that is employed by a banking institution and participates in various financial transactions The Best Investment Banker Job Description for a Resume. Investment Banking Analyst, 07/2015 to Current Deutsche Bank Securities – New York, NY. Some of the best Investment Banking Analyst Resume Sample of individuals projects the important decision taken from financial research and reports. Focus on identifying and meeting client needs, build and sustain relationships with clients. The IB resume is unique. Sample Resumes, Resume templates, sample resumes for IT, Samples resumes for Business Analyst, Business Analyst Resume template, business analyst resume sample, business analyst resume for banking and … Skills : MS Office, MS Excel,Philanthropy, Outdoors And Sports; Ice Hockey, Hiking, Camping, Yoga, Snowboarding, Auto Mechanics. Objective : Seeking an opportunity to work with a market leader who will build upon my foundation of knowledge and guide my development, with the goal of becoming a top analyst. Skills : Investment Banking, Mergers And Acquisition, Valuation, SaaS Metrics, Financial Modeling, Salesforce.com, Chinese, Mandarin, QuickBooks, Excel, Word, PointPoint, Financial Reporting And Analysis. Going for an investment banking position? Led researchers and due diligence for over 50 proposed companies. Develop and maintain complex financial models, and perform valuation analysis by using DCF, comparable company trading multiples, and precedent transactions. 3-5 years of Business Analyst experience. Investment Banking Analyst Analyzed companies, performed financial modeling and valuations, and assisted with marketing and client work; worked on potential sell-side and buy-side M&A deals Technology Company’s Potential Acquisition of Internet Company Engage the whole process of transactions from start(pitch/marketing) to finish(close/pricing). Prepared detailed due diligence questions list and coordinated with internal product groups. "Working knowledge of banking and insurance products, marketing, and business processes." Invaluable experience of private equity, asset management and corporate finance. Modeled the shareholders' cap table to analyze distributions, managed diligence. Objective : Experienced and bilingual investment banking professional. Well practiced interpersonal and communications skills; works … Strong SQL skills and the ability to understand complex data and stored procedures. Financing to investors; oversaw the preparation of investor package; conducted detailed financial projections; advised on modifying the existing capital structure and use of funds. Investment Banking Analysts spend long hours working closely with managing directors examining industry research and building financial valuation models with regard to the investment strategies said directors prefer. When you’re just getting started in the financial industry, it can be difficult to prove your expertise. Performed valuation services (fairness, solvency, and valuation opinions) in connection with the financing, restructuring as well as for tax and financial reporting purposes. Conducting company and industry research for new transaction opportunities. See our sample Investment Banking Analyst Cover Letter. Banking Business Analyst Resume. 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