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Investment Banker Resume Example

Mid level • Finance & Accounting

Investment Banker

Investment Banker

Skills

Mergers & Acquisitions (M&A)Financial Modeling & ValuationLeveraged Buyouts (LBO)Discounted Cash Flow (DCF) AnalysisCapital Markets & Equity Capital Markets (ECM)Due Diligence & Risk AssessmentPitch Book & Presentation DevelopmentBloomberg Terminal & Capital IQMicrosoft Excel (Advanced - VBA, Macros)PowerPoint & Data VisualizationClient Relationship ManagementStrategic Advisory & Corporate FinanceDebt & Equity FinancingIndustry Research & Market AnalysisCross-functional Team Leadership

Work Experience

Investment Banking Associate

Goldman Sachs

New York, NY

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Lead execution of 8 M&A transactions totaling $1.8B in enterprise value across technology and healthcare sectors, managing deal teams of 2-4 analystsDevelop complex financial models including DCF, LBO, and comparable company analyses to support valuations ranging from $200M to $800MSpearhead due diligence efforts and coordinate with legal, accounting, and consulting teams to identify key risks and value driversPrepare and deliver executive-level presentations and pitch books for C-suite clients, resulting in 3 new mandates worth $450M+Mentor 3 junior analysts on technical skills, financial modeling best practices, and client communication strategies

Investment Banking Analyst

J.P. Morgan Chase & Co.

New York, NY

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Executed 12+ transactions including M&A advisory, IPOs, and debt financings totaling $700M+ in deal valueBuilt sophisticated financial models and performed valuation analyses using DCF, precedent transactions, and trading comparables methodologiesConducted comprehensive industry research and competitive analysis for technology and consumer sectors, informing strategic recommendationsPrepared detailed pitch materials, information memorandums, and management presentations for client meetings and roadshowsCollaborated with cross-functional teams including equity research, sales & trading, and legal to ensure seamless deal execution

Financial Analyst Intern

Deloitte Financial Advisory Services

San Francisco, CA

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Supported valuation and financial modeling for 5 M&A transactions in the technology sector with deal sizes ranging from $50M to $300MPerformed detailed financial statement analysis and due diligence reviews for target companiesCreated comprehensive industry reports analyzing market trends, competitive dynamics, and growth opportunitiesAssisted in preparation of client deliverables including valuation reports and investment committee memorandums

Education

Bachelor of Science in Finance and Economics

University of Pennsylvania - Wharton School

• GPA: 3.82/4.0

Certifications

  • Chartered Financial Analyst (CFA) Level II Candidate - CFA Institute (Expected June 2024)
  • Financial Modeling & Valuation Analyst (FMVA) - Corporate Finance Institute (March 2021)

Resume Stats

Experience Levelmid
CategoryFinance & Accounting
Views69
Uses0

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