Investment Banking Resume Samples

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WE
W Ernser
Walton
Ernser
2802 Morissette Summit
Chicago
IL
+1 (555) 824 8564
2802 Morissette Summit
Chicago
IL
Phone
p +1 (555) 824 8564
Experience Experience
Detroit, MI
Investment Banking
Detroit, MI
Ritchie and Sons
Detroit, MI
Investment Banking
  • Continue to develop and improve the process and practice of knowledge and content management within TMT/Industrials
  • Assist in the development and continued cultivation of client relationships
  • Strong working knowledge of Excel to develop financial models
  • Assist Management in instilling a sense of urgency and client focus across the organization
  • Manages the administrative assistant and market and project coordination functions for the department
  • Assess the effectiveness of established operational risk management controls
  • Contribute to the development of KM and Corporate Finance analysis tools to improve the efficiency of junior bankers
New York, NY
Investment Banking Controller
New York, NY
Gutmann-Cummings
New York, NY
Investment Banking Controller
  • Assist in testing, development and maintenance of IT tools
  • Coordinate settlements of revenue sharing between MS and MUMSS working with Mitsubishi and MS overseas finance teams
  • Revenue booking and accounting management for Advisory (e.g. M&A), Equity/Debt capital market products
  • Management of deal pipeline and updates
  • Preparation of various daily/weekly/monthly/quarterly financial reports to the business unit and FCG management
  • Balance sheet management
  • Create invoice to bill expenses
present
Dallas, TX
Executive Assistant, Investment Banking
Dallas, TX
Lowe-Cormier
present
Dallas, TX
Executive Assistant, Investment Banking
present
  • Create and maintain files of manager’s correspondence, records, etc
  • Responsible for diary management, travel arrangements and scheduling meetings
  • Provide administrative support to officers and associates
  • Providing support for office related admin
  • Preparing travel and entertainment expense reports and provide deal expense breakdown reports
  • Telephone cover, lunch cover and assisting in for other support staff
  • Assist with special projects such as conference planning/coordination
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
San Diego State University
Bachelor’s Degree in Finance
Skills Skills
  • Superior knowledge of the Microsoft Office suite (Word, PowerPoint, Excel) and the ability to quickly and independently learn a variety of industry software platforms
  • Proven ability to pay close attention to detail and multi-task under tight deadlines
  • Excellent interpersonal, presentation, oral and written communication skills in order to convey complex factual and conceptual information to others and promote the interests of CIBC
  • Excellent understanding of financial statements, credit analysis and accounting principles
  • Drive, enthusiasm, creativity and excellent interpersonal skills, particularly in dealing with teams in different offices
  • Strong quantitative and technical abilities
  • Excellent analytical ability including demonstrated knowledge of valuation techniques and practices
  • Strong verbal and written communications skills
  • Ability to work as part of a team in an environment that demands excellence, time and energy
  • Strong technical, computational and quantitative skills
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15 Investment Banking resume templates

1

Investment Banking Senior Assoc Resume Examples & Samples

  • Produces factual and accurate information that's presented to the client
  • Seeks opportunities for development through the job itself, through special assignments, training, or external activities
  • Attracts and retains quality professionals that will have a positive impact on the SBU and Raymond James (RJ)
  • Trains, mentors, and evaluates the performance potential ofinterns, analysts, and associates
  • Supervises the analyst's performance expectations and evaluation criteria
  • Prepares and delivers standard and tailored presentations and pitches to clients
  • Assists with the execution of M&A and financing transactions, financial modeling, industry and comparable company analysis
  • Documents and supports the execution of new financing issues for corporate clients
  • Identifies new entrants into the space and targets these companies for attention
  • Originates new corporate finance ideas for clients and potential clients
  • Advanced concepts, practices and procedures of Investment Banking
  • Analyzing and interpreting financial statements
  • Writing skills
  • Gather information, identify linkages and trends and apply findings to reports
  • Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity
  • Assume full responsibility and accountability for own actions
  • Demonstrate uncompromising adherence to ethical principles
  • Prepare and deliver clear, effective and professional presentations
  • Be proactive and demonstrate readiness and ability to initiate action
  • Lead the work of others and provide training, coaching and mentoring
  • Use appropriate interpersonal styles and communicate effectively, both orally and writing, with all organizational levels
  • Bachelor's Degree in related field and a minimum ofthree (3) years of experience in the financial services industry and a MBA
2

VP, Investment Banking Resume Examples & Samples

  • Applies financial analysis, business experience and market knowledge to initiate, and/or assess the likelihood of completing a corporate finance transaction
  • Applies commercial judgment in assessing economic risk and return when considering acceptance of corporate finance assignments
  • Brings together the most appropriate team to provide exceptional multifunctional and services to the client
  • Oversees a team of analysts and senior associates and is responsible for executing transactions
  • Coordinates all the work of Analysts and interns
  • Attracts and retains quality bankers who will have a positive impact on the SBU and Raymond James (RJ)
  • Reviews progress of assignments with senior management
  • Advanced investment concepts, practices and procedures used in the securities industry
  • Identifying trends and implementing appropriate action
  • Analytical skills sufficient to assess and explain events in the market
  • Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets
  • Balance conflicting resource and priority demands
  • Partner with other functional areas to accomplish objectives
  • Work independently, make non-routine decisions and resolve moderately complex accounting problems
  • Attend to detail while maintaining a big picture orientation
  • Establish and maintain effective working relationships at all levels of the organization, including negotiating resources
  • Project a positive, professional image both internal and with external business contacts
  • Convey information clearly and effectively through both formal and informal documents
  • Master Degree in Business Administration (MBA) or related field and a minimum of four (4) years of experience in the financial services industry. Energy capital markets and advisory experience at an active investment bank + MBA + completion of first year as a VP or recently promoted to VP highly preferred
3

Investment Banking & Research Compliance Officer Resume Examples & Samples

  • Assist with implementation and communication on new and changing regulations and provide training on current and new rules and regulations
  • Manage the firm’s watch and restricted lists, including deal team and wall crossing information
  • Provide real-time expertise and guidance on rules and regulations to Investment Banking and Equity Research
  • Develop, update and implement compliance policies and procedures, including written supervisory procedures
  • Develop necessary surveillance and monitoring of communications between public and private functions as well as Investment Banking and Research
  • Manage the SEC and FINRA examinations of the area of responsibility and coordinate response, when necessary
  • Manage relations with the regulatory authorities and respond to regulatory inquiries and investigations
  • Prepare and file certain regulatory filings and reporting
  • Conduct compliance testing per FINRA regulations
  • Provide Compliance Chaperone coverage for communications between Investment Banking and Equity Research
  • Conduct IB and Equity Research annual compliance meetings
4

AML Compliance Markets & Investment Banking Advisory Resume Examples & Samples

  • Providing general guidance on AML policies and regulations and liaise with Business and Supporting Functions for day-to-day Compliance-related issues and questions
  • Working with the GFCC Policy team to review and implement business-specific local KYC and AML procedures, to ensure accuracy and compliance with appropriate Global AML Policies and Standards
  • Working with the wider GFCC team to aid in GFCC wide projects and initiatives as related to the Investment Bank
  • 5-12 years work experience in a compliance, audit, risk management or control function
  • Exposure to AML Compliance work
  • Possess a working knowledge of banking operations, financial services laws and regulatory environment, investment banking knowledge will be an advantage
  • Strong communication - written and interpersonal
5

Cib-latin Ameria Investment Banking Coverage & M&a-analyst Resume Examples & Samples

  • Build and maintain complex financial models to perform analyses under different scenarios
  • Perform full valuation analyses, including DCF, trading comparables, precedent transactions, LBO analyses, among others
  • Prepare and review complex financial analyses, including transaction impact analyses such as earnings accretion/dilution and value creation
  • Participate in day-to-day deal execution, interacting with senior deal team members, senior client executives, transaction counterparties and other advisors
  • Prepare pitches, descriptive memorandums, management presentations, Board presentations and other materials
  • Design and analyze transactions' rationale, structures, financial impacts, etc Monitor and evaluate current events related to clients, industries or transactions
  • Bachelors' degree from a leading university and fluency in English - experience in M&A is highly preferred
  • Strong knowledge of corporate finance and accounting, as well as basic understanding of legal and tax aspects related to M&A transactions
  • Solid financial modeling/valuation, including DCF, LBO, trading comparables, precedent transactions, accretion/dilution, value creation analysis, three-statement models and combined pro forma models
  • Ability to work in a fast-paced environment, handling multiple projects with different teams and under time constraints
6

Ib-investment Banking Resume Examples & Samples

  • Work independently, producing high quality deliverables such as Descriptive Memorandums, management presentations, Board materials and other presentation materials for use in M&A transactions or strategic client dialog
  • Leverage and coordinate the bank's resources on behalf of the client, including industry knowledge from partners in industry coverage groups and expertise from product partners in debt and equity capital markets and corporate finance advisory
  • Provide leadership, mentorship and supervision to Analysts
  • Bachelors' degree from a leading university; MBA is required for candidates that were not directly promoted from Analyst to Associate within a leading Investment Bank
  • At least 2 full years of experience in Capital Markets, Investment Banking or a Corporate Finance related role, , investment banking or a corporate finance related role (i.e. pre-MBA, or equivalent level for direct Analyst promotes). Experience in M&A is highly preferred, but will consider banking experience in an industry coverage group, private equity or similar field
  • Ability to comfortably interact with clients in a professional and mature manner
  • Intellectual curiosity, strong work ethics and desire to learn
  • Ability to work in a fast-paced environment, handling multiple projects with different deal teams
  • Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
7

Investment Banking Technology Trainer Associate Based Resume Examples & Samples

  • Continuously learn the various technology applications within Banking (Desktop, Web, Mobile)
  • Deliver varied forms of training to capture maximum participation
  • Ensure adequate tracking/metrics of training delivery and work with L&D and Tech to measure impact on usage/ROI
  • First Class interpersonal, communication and training skills (both to groups and individuals)
  • Excellent Customer Service skills
  • Training technology tools and/or Business Analysis experience
8

Compliance / Investment Banking & Research Resume Examples & Samples

  • Interact with Investment Banking and Research departments and serve as advisory liaison
  • Coordinate with Research regarding permissible distribution and content (including research reports, marketing materials, sales force memoranda, teach-in documents, internal use only communications)
  • Address issues connected to Personal Trading, Outside Business Activities, Registration, and other conflicts of interest
  • Undertake special projects as assigned
  • Identify regulatory and reputation risks to the firm and address with the Head of the US Control Room and Senior Management
  • Assist the Head of the US Control Room with global initiatives and enhancements relating to the Restricted and Watch Lists and areas which may pose a conflict of interest to the firm
  • Assist the Control Room in their daily functions
  • 5-10 years experience in a similar function
  • Understanding of the functions and operations of a Control Room
  • In depth knowledge of rules and regulations pertaining to offerings, M&A transactions, exchange offers, tender offers, Anti-Fraud Provisions and regulatory restrictions between Research and Investment Banking departments
  • Experience interpreting regulatory rules and writing, implementing compliance policies and procedures
  • Strong working knowledge of compliance risks associated with Investment Banking and Research Departments
  • Self-starter with ability to follow through on issues and resolve in a timely and reasonable manner
9

Investment Banking Resume Examples & Samples

  • Graduate from a top MBA program or equivalent work experience
  • Superior valuation skills
  • Ability to learn quickly, with a particular focus on accounting rules and financial valuation methodologies
  • Extraordinarily high level of motivation and commitment to working hard
  • Extraordinarily high level of focus on work quality and attention to detail
  • Commercial instinct and ability to perform under pressure and tight deadlines
  • Demonstrated ability to work well in team environment
10

Investment Banking Valuation Risk Analyst Resume Examples & Samples

  • Monthly mark review production to ensure positions are marked correctly in the firm’s books and records. It covers a broad range of listed and derivative products
  • Interaction with the trading desks and other internal/external parties in New York, London and Hong Kong
  • Preparing summaries on mark review results for senior finance executives and the Business Units
  • Developing and standardizing the existing Mark Review processes
  • Good understanding of financialmarkets and products and ability to learn new products
  • Degree in finance, economics orother quantitative discipline like mathematics
  • Strong Inter-personal andcommunication skills
  • Solid knowledge of Excel
11

Investment Banking Controller Resume Examples & Samples

  • Preparation and analysis of various monthly financial reports to the business unit and FCG management
  • Month end check and control of the regional and global expense charges and allocation to the business unit
  • Preparation of weekly and monthly revenue reports
  • Ad hoc revenue reporting
  • Ad hoc expense trend analysis
  • Minimum Bachelor degree
  • Basic knowledge of finance or accounting concepts, processes
  • Solid knowledge of Microsoft Office, and/or other relevant applications
12

Investment Banking Resume Examples & Samples

  • Requires at least 1 year of investment banking experience
  • Desire for aMedia andCommunicationsexperience during theAnalyst years
  • Graduate from a topundergrad program
13

Investment Banking Controller Resume Examples & Samples

  • Manage Dual Hatted Controllers team supporting MSMS (Morgan Stanley consolidated entity) Global Capital Market Division and MUMSS (MUFG consolidated entity) Investment Banking Division under Joint Venture structure between MS and MUFG
  • Revenue booking and accounting management for Advisory (e.g. M&A), Equity/Debt capital market products
  • Management Reporting (revenues, expenses, profitability analysis)
  • Pipeline Reporting (deal status tracking)
  • Client billing management : Fee caluclation/invoicing, client billable expense tracking/invoicing
  • Coordinate settlements of revenue sharing between MS and MUMSS working with Mitsubishi and MS overseas finance teams
  • Participate in IT development project
  • Process renovation
  • Manage team of 3
  • Leadership and people management skill and good communication skill
  • Accounting and product knowldge about Investment Banking Business is preferable, but not mandatory
  • Strong communication skill both in verbal and writtenJapanese
14

VP / Associate, Investment Banking Resume Examples & Samples

  • Master’s or undergraduate degree in Business Administration or related fields plus investment banking experience as an Associate/Vice President, or related occupation, working with multinational corporate clients for a global financial services firm
  • 4-6 years of experience including analyzing, advising, developing and executing strategic investment banking transactions internationally in diverse industries. Transaction experience in the following areas: mergers, acquisitions, divestitures, joint ventures, defenses, proxy contests, leveraged capital transactions, restructuring and recapitalization advisory, private capital and public equity transactions as well as structured finance and debt transactions across wide range of products on a global level
  • Must have strong leadership skills
  • Strong people management skills – able to motivate, direct and empower team members through ongoing feedback and coaching
  • Strong team player: able to contribute to a team environment that balances individual initiative and team accomplishments. Ability to work under tight deadlines and in a team environment
  • Client-centricity – Ability to establish rapport with clients so they feel that they have a “personal” relationship with the Firm/Division
  • Strong professional skills - recognized for product/financial knowledge, analytical skills and execution experience
  • Excellence – able to identify opportunities to optimize a team’s talents and an ability to contribute to profitability and efficiency
  • Innovation – able to identify creative solutions in the face of complex problems
  • Proactive; self motivated and goal oriented
15

Investment Banking Resume Examples & Samples

  • Telephone coverage, answer phones, take accurate messages, know executives’ whereabouts at all times, handle urgent/confidential calls with appropriate judgment; back-up other lines, as needed, for bankers and colleagues
  • Able to work well remotely with banker when they are traveling
  • Heavy client interaction with high-level executives; act as liaison with clients and their assistants
  • Coordinate all related conference rooms including any catering, audio/videoconference set up
  • Arrange all aspects of travel, keeping executives’ travel profile up-to-date, manage approvals, arrange flights, hotels, rental car and sedan service, currency exchange
  • Prepare all itineraries
  • Prepare and submit all expense reports on a timely basis, following up on discrepancies and missing receipts to maintain current balances
  • Type correspondence, memos and presentations, prepare presentation and meeting materials; copy, collate, bind if necessary
  • Maintain filing system, correspondence, documents and personal files for bankers
  • Retrieve research or other necessary materials from intra/internet
  • Send and retrieve digital and inbound faxes
  • Open and distribute executives’ mail, sort and prioritize; arrange messenger and overnight package services
  • Train temporary workers on phones and all office routines
  • Provide backup support for colleagues during vacation/sick days, and assist their bankers as needed with phone coverage and other office needs
  • Miscellaneous support: setup and maintain mail groups, keep orderly, fully-functioning work area
  • Excellent communication, writing, judgment, and problem-solving skills
  • Strong attention to detail as well as solid organization/time management skills
  • Able to work in a fast-paced environment and handle multiple tasks concurrently
  • Must be flexible to covering different bankers as group grows or changes
  • College Degree Preferred or Relative Corporate Experience preferred (5 Years of Experience)
  • Proficient in Microsoft Office applications, especially Outlook for email, calendar and contacts
  • Other applications helpful include Excel, PowerPoint, internet and research tools
  • Solid typing skills (60 wpm)
  • Keep up to date with office procedures and technical training as well as all policy guidelines and compliance requirements
16

Investment Banking Senior Associate Resume Examples & Samples

  • Produces factual and accurate information that's presented to the client
  • Attracts and retains quality professionals that will have a positive impact on the SBU and Raymond James (RJ)
  • Advanced concepts, practices and procedures of Investment Banking
  • Advanced concepts, practices and procedures of Tax and Accounting
  • Analyzing and interpreting financial statements
  • Problem solving skills and the ability to think independently sufficient to market ideas
  • Remain cognizant of our commitment to daily workflow and regulatory compliance during high volume activity
  • Lead the work of other and provide training, coaching and mentoring
  • Interpret and apply policies and identify and recommend changes as appropriate
  • Use appropriate interpersonal styles and communicate effectively, both orally and writing, with all organizational levels
17

Ib-investment Banking Resume Examples & Samples

  • Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources
  • Perform full valuation analyses, including DCF, trading comparables, precedent transactions and LBO analyses
  • Prepare and review complex financial analyses, including transaction impact analyses such as earnings accretion/dilution and value creation
  • Participate in day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
  • Manage due diligence processes, including preparing virtual data rooms, tracking and coordinating the information flow, and reviewing and analyzing company information
  • Prepare descriptive memorandums, management presentations, Board presentations and other materials for use in M&A transactions or strategic client dialog
  • Monitor and evaluate current events related to the client, its industry or the transaction
  • At least 1-2 full years of experience in Investment Banking at the Analyst level. Experience in M&A is highly preferred, but will consider banking experience in an industry coverage group, private equity or similar field
  • Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, accretion/dilution, value creation analysis, three-statement models and combined pro forma models
  • Knowledge of corporate finance and accounting, as well as basic understanding of legal and tax aspects related to M&A transactions
  • Experience analyzing company financials
  • Ability to conduct thorough, independent research
18

Investment Banking Product Control Senior Analyst Resume Examples & Samples

  • Manage the daily production of desk level P&L and balance sheet. Will include explanation of P&L movements to management, profit attribution analysis, responsibility of position reconciliation’s, balance sheet analysis and control
  • Drive improvements to the control infrastructure. The infrastructure is currently undergoing significant change as part of a global automation initiative. This role will be instrumental in making sure that the EMEA requirements and painpoints are represented and addressed as part of this programme
  • Have an understanding of desk level strategies to spot or highlight risks and erroneous behaviour
  • Be a valued business partner to other departments from a finance perspective. Be aware of booking entries and related accounting treatments
  • Understand the Valuation Control process and its impact on the P&L
  • Understand the key controls, own the control infrastructure and document those controls on a regular basis for internal and external reviews
  • Understand the front to back system and process flows and reconciliations. Interaction with Traders, Middle Office, Risk Management and Accounting Policy on review complex transactions for pricing, reserving and control issues
  • Reviewing new trades, understanding the structure, associated risks and the P&L generated on them
  • 5 years of experience in the field of accounting or finance
  • Corporate treasury, Big 4 audit and/or investment banking related experience is an advantage
19

Investment Banking Product Control Analyst Resume Examples & Samples

  • Ensure that the firm's risk portfolios are fairly valued
  • Reconciliation between front and back office systems
  • Ensure that market-leading standards are achieved through continuous development and maintenance of strong controls
  • Qualified ACA/ACCA/CIMA/CFA is an advantage
  • Good understanding of Capital Markets
  • Understanding of valuation concepts as they pertain to financial products / derivatives
  • Good negotiation skills
20

Associate, Healthcare Investment Banking Resume Examples & Samples

  • Tracking business development (collect research, analyze industry trends)
  • Are committed to their own personal success and the success of the institution as a whole
  • View our clients as their first priority
21

VP, Investment Banking M&A Resume Examples & Samples

  • Perform complex economic and financial analysis including assessing capital structure alternatives, cost of capital implications, restructuring strategies, and valuation enhancing alternatives
  • Initiate, strategize, oversee due diligence and execute global and cross-border financial transactions including mergers, acquisitions, divestitures, joint ventures, unsolicited defense, hostile offers, proxy contests, restructurings, strategic partnerships, spin-offs, exchange offers, leveraged buyouts, and leveraged capitalizations
  • Manage and supervise Analysts and Associates in the preparation of complex financial models and financial valuation analysis
  • Manage and oversee advisory services including process management, as well as the preparation of detailed industry and company analysis materials
  • Establish and maintain strategic communication with existing and potential clients, provide financial advice and solutions for strategic problems and assist clients in achieving short-term and long-term strategic objectives
  • Perform business development and initiate banking relationships
  • Work directly with senior-level financial and strategic decision-makers of corporations and emerging growth clients
  • Bachelor’s degree in Finance or closely related areas of Business Administration
  • 7+ years in the financial services industry, specifically within Investment Banking (or 4+ years of Associate Investment Banking experience with a Master's degree in Business Administration)
  • Experience with large corporate clients, M&A transactions and capital raising
  • Series 79 and 63 licenses required
22

Investment Banking Product Control Team Leader Resume Examples & Samples

  • Manage the daily production of desk level P&L and balance sheet. Will include explanation of P&L movements to management, profit attribution analysis, responsibility of position reconciliation’s, balance sheet analysis and control
  • Drive improvements to the control infrastructure. The infrastructure is currently undergoing significant change as part of a global automation initiative. This role will be instrumental in making sure that the EMEA requirements and painpoints are represented and addressed as part of this programme
  • Participation in desk level activities, including preparing the daily product specific business level revenues and commentary
  • Have an understanding of desk level strategies to spot or highlight risks and erroneous behaviour
  • Be a valued business partner to other departments from a finance perspective. Be aware of booking entries and related accounting treatments
  • Understand the Valuation Control process and its impact on the P&L
  • Understand the key controls, own the control infrastructure and document those controls on a regular basis for internal and external reviews
  • Understand the front to back system and process flows and reconciliations. Interaction with Traders, Middle Office, Risk Management and Accounting Policy on review complex transactions for pricing, reserving and control issues
  • Reviewing new trades, understanding the structure, associated risks and the P&L generated on them
  • Team management responsibility
  • 5 years of experience in the field of accounting or finance
  • University or College degree, preferably specialized in accounting or finance
  • Corporate treasury, Big 4 audit and/or investment banking related experience is an advantage
  • Good understanding of capital markets
  • Good financial accounting skills
  • Control focus / Risk awareness / Auditor approach
  • Excellent spoken and written English
  • Strong communication skills - written and oral
  • Strong MS Office computer skills (especially Excel)
  • Ability to meet tight reporting and project deadlines
  • Pro-active attitude
  • Experience in a supervisory/management role - advantage
23

Investment Banking Financial Analyst Intern Resume Examples & Samples

  • Last year University/College student at a Hungarian institution, specializing in Accounting/Finance (or related)
  • Strong MS Office computer skills (especially Excel)
  • Ability to meet tight reporting and project deadlines
24

Investment Banking Controller Resume Examples & Samples

  • New deal administration – job code setup, confirmation of compliance docs
  • Deal cost analysis & invoices preparation
  • P/L & B/S management (i.e. GL entries, P/L recon & B/S review)
  • Management of deal pipeline and updates
  • Liaise with other product controllers for revenue & expense queries
  • Preparation of various daily/weekly/monthly/quarterly financial reports to the business unit and FCG management
  • Ad hoc revenue and expense reporting
  • LI-JG1
  • Bachelor Degree (Business/Accounting related degree preferred)
  • 3 or more years of industry experience preferred
  • Qualified Accountant (CPA/CA) advantageous
  • Practical knowledge of finance or accounting concepts and processes
  • Strong communication skills in both written and spoken English
  • Strong numeracy and analytical skills, experience in reporting of large volume of data
  • Ability to work well and accurately under pressure and meet deadlines
  • Some exposure to change, managing and delivering projects
  • Strong organizational skills to effectively management wide ranging requests
25

VP of Internal Audit Investment Banking Resume Examples & Samples

  • Plan, execute and document audits with limited supervision in a risk focused manner and to a high standard in accordance with department and professional standards
  • Plan, execute and document audit reports for audits conducted within the IS business, including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow-up and verification of issue closure. Ensure audits are completed timely and within budget
  • Enthusiastic, self motivated, effective under pressure and willing to take personal risk and accountability
26

Transaction Advisory Services Investment Banking Life Sciences Analyst Resume Examples & Samples

  • A bachelor's degree and 1-2 years of related work experience
  • An efficient use of research databases
  • A willingness and ability to travel as necessary
27

Global Investment Banking Summer Analyst Program Resume Examples & Samples

  • Performing various financial analyses, including valuations and merger consequences
  • Conducting comprehensive and in-depth company and industry research
  • Preparation of presentation and other materials for clients
  • Participation in due diligence sessions
  • Communication and interaction with deal team members
  • Management of several projects at once and work effectively as an individual and as part of a team
  • Assertiveness, initiative, leadership, strong work ethic, team focus
28

Associate, Investment Banking Resume Examples & Samples

  • Play a key role supporting origination, opportunity evaluation and deal execution, working on a broad scope of assignments and products in the Technology industry
  • Work closely with senior and junior bankers and expected to make an immediate contribution
  • Prepare presentation and other materials for clients
  • Perform various financial analyses, including valuations and merger consequences
  • Conduct comprehensive and in-depth company and industry research
  • Participate in due diligence sessions
  • Communicate and interact with deal team members and clients across different regions
  • Manage several projects at once and working effectively as an individual and as part of a team
  • MBA degree with outstanding academic qualifications
  • A track record of superior performance in extracurricular and professional activities
  • Dedication to building a career in the investment banking industry
  • Knowledge of or experience in Technology industry preferred
29

Investment Banking Department Resume Examples & Samples

  • Fulfilling RA and banker information requests, especially in evenings and on weekends, for among other things: (1) agency-published company, industry and technical reports; (2) agency reports showing the derivation of historical adjusted credit ratios for rated companies; (3) standard pages describing the ratings process, rating fees, the pros/cons for getting rated, etc.; (4) custom searches of agency databases to identify precedents and examples needed by bankers for pitches or deals; and (5) schedules of comparable-company ratings (showing (a) methodology-derived Indicated corporate ratings; (b) Definitive ratings vs. Indicated ratings; and (c) Moody’s ratings vs. S&P ratings)
  • Applying agency-published methodologies/models to derive: (1) estimated pro forma credit ratios adjusted for operating leases, pensions, etc.; (2) indicated corporate ratings based on sector-specific methodologies and other decision frameworks; (3) debt-instrument ratings (based on Moody’s loss-given-default [LGD] model and S&P's recovery analysis framework); and (4) liquidity ratings
  • Developing/updating standard RA pages for pitches and other client meetings, including (1) the pros/cons for getting rated, descriptions of the ratings process, rating fees, etc.; (2) qualifications and credential pages, including deal tombstones and lists of previously worked-on sector- and situation-specific deals; and (3) selected case studies
  • Developing/applying RA templates for ratings assessment presentations to bankers and clients
  • Preparing standard pages for pitches and other presentations on technical issues, including (1) the derivations of estimated pro forma credit ratios, indicated and definitive corporate ratings, instrument ratings, and liquidity ratings; (2) selected pages for banker training presentations; and (3) selected pages for occasional presentations to IBD and coverage/products groups on new rating methodologies and other agency-related developments
  • Preparing selected pages for clients’ presentations to rating agencies
  • Deriving deal-specific estimated rating-agency fees
  • Candidate Value Proposition
  • Internal mobility is encouraged
  • Demonstrated academic achievement
  • A basic knowledge of accounting for financial reporting and financial statements
  • Ability to multi-task with strong attention to detail
  • Demonstrated ability to work in a time-sensitive environment
  • A can-do attitude and willingness to ask questions when clarity is needed
  • Demonstrated interest in business (industries, companies and industries), especially from a credit perspective
  • A basic familiarity with capital markets
  • Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must
  • Willingness to travel and spend time in New York for possible training
30

PMO Analyst Investment Banking Resume Examples & Samples

  • Maintain financial controls and systems for recording, monitoring, forecasting and budgeting of all project expenditure
  • Work closely with the financials lead on all aspects of the budgeting and forecasting lifecyle
  • Monitor Risk & Issue management & appropriate escalation
  • Task tracking i.e. capture & manage to close all approvals/deliverables in a timely manner
  • Fully support infrastructure and build projects including administration, organisation of project meetings and minutes
  • Maintain existing departmental and Project Office policies and procedures
  • Continue to update and improve business and project methodologies
  • Support all Project and Program Managers with day to day running of project admin tasks
  • Excellent oral and written communication skills necessary to effectively communicate issues, risks and progress on complex processes to multiple stakeholders including Front Office and IT Management
  • Prioritize tasks, work within deadlines, taking a pragmatic and considered approach, paying close attention to details
  • Has the confidence and ability to convincingly structure, summarise, defend and present recommendations
  • 1-3 years experience as a PMO analyst
  • Strong computer skills, especially Excel, Visio, Power Point and SharePoint
  • Banking and/or consultancy background and an understanding of structured program management in the banking arena
  • A proven track record of successfully supporting highly complex projects within a banking environment
31

Corporate Intern Investment Banking Resume Examples & Samples

  • Performs other duties and responsibilities as assigned
  • Fundamental concepts, practices and procedures of a professional office environment
  • Organize and prioritize multiple tasks and meet deadlines
32

Investment Banking Controller Resume Examples & Samples

  • Daily P&L reporting of European IBD products
  • Revenue recognition and booking into the in-house pipeline system
  • Preparation of weekly performance review pack with the Business Unit
  • Management of IBD pipeline, project updates
  • Monthly P&L reconciliation
  • Management of aged ‘receivables’ balances for IBD core products
  • Participation in client fee and expense billing
33

CIB F&bm-asia Investment Banking Profit & Loss Associate Resume Examples & Samples

  • Process, record and report P&L generated by the business in a controlled, accurate and timely manner
  • Perform P&L and position reporting and report the make up and drivers of the P&L with commentary
  • Report front office sign off results and resolve issues accordingly
  • Work closely with the Middle Office, LEC, Controllers, Business Managers and Front office
  • Closely work with Financial Control in Mumbai and Delaware to ensure proper financial controls are in place for the business
  • Participate and lead system enhancements and work-flow re-engineering projects, and other ad-hoc information requests and projects
  • Ensure sound P&L control environment by continuous improvement and adhere to new standards and regulations
  • Ensure continuous adherence to the firm-wide P&L standards
  • Main P&L contact for FO, regional Controllers & Business managers (Hong Kong, Australia and Japan)
  • Complete & consolidate daily, weekly and monthly reporting – working closely Middle Office, Controllers, Front Office and Business managers, and reports daily to DRR
  • Maintain commentary on deals booked and other analysis
  • Follow up and resolution of unexplained items, breaks, FO/BM queries on P&L
  • Complete metrics to monitor P&L performance
  • Perform daily, weekly and monthly controls and review on P&L, risks and positions
  • Reconcile of Aqueduct, DRR, P&L and general ledger
  • Completion of monthly FX trade out and assist on transfer pricing processes
  • Complete ad hoc queries and projects as required
  • Drive continuous process improvements
  • Be trained and back up the Product Controller function as needed
  • Minimum 2 years’ experience with banking / financial services background
  • University degree in Finance and Accounting preferred
  • Dynamic team player able to adapt to changing environment and multiple demands
  • Strong work flow management and control mindset
  • Good interpersonal, communication and problem solving skills
  • Strong organizational and time management skills and able to work on multiple projects with competing deadlines
34

Operations Securities Investment Banking Syndicate Operations Associate Resume Examples & Samples

  • Solid understanding of primary and secondary debt security markets
  • Proven process re-engineering skills
  • Effective analytical ability
35

Investment Banking Financial Controller Resume Examples & Samples

  • Revenue reporting and analysis to Business Units
  • Working collaboratively with global Trading Fee Controlling group, global stakeholders, traders, clients and other departments
  • Understanding of financial products
  • Demonstrated ability to: prioritize competing responsibilities, work under pressure, meet challenging deadlines and capability to build and maintain effective business relationships
  • Pro-active attitude
36

Investment Banking Controller Resume Examples & Samples

  • Working as Dual Hatted Controller supporting MSMS (Morgan Stanley consolidated entity) Global Capital Market Division
  • Excelent communication skill
  • Accounting and product knowledge about Investment Banking Business is preferable, but not mandatory
  • Japanese verbal & read & write communication skill, English communication skill
37

Finance Business Partner Global Investment Banking Technology Resume Examples & Samples

  • Supporting the IB IT CFO with business partnering activities and cost decision support for IB IT and their management team
  • Cost control is a key focus across Group Technology and Continuous development of MI to specifically aid cost reduction and other change initiatives in order to support strategic planning and decision-making is critical. Specifically leading the Consumer Forecast (allocations to the IB business division) process including providing transparency and advice on how to reduce IT allocations
  • Supporting the monthly financial reporting and forecasting process together with commentary and storyboard. Support for IT business cases, their approval process and a mechanism where costs and benefits can be tracked and reported
  • Preparation of the annual Operating Plan and other administrative tasks and ad hoc requests received by the team. As well as engaging with regional Finance and Business teams to extract relevant data for the provision of ad hoc reporting requests
  • Support the Group Technology Transformation strategy, shaping and leading change initiatives which implement the Technology business strategies. In collaboration with CC CFO and Technology stakeholders, identify appropriate metrics, standards and desired targets to drive the transformation change agenda to conclusion with desired benefits
38

Investment Banking Product Controller Resume Examples & Samples

  • Preparation and analytical review of weekly Market share reporting (League Tables)
  • Distribution of weekly Market share top deals e-mail to senior members of the Business unit and Finance
  • Handling of ad hoc requests from Bankers relating to client and coverage revenue reporting
  • Ownership of transferring & reconciling originating business revenues into Investment Banking reporting tool to booked revenues
  • Global coordination of variance commentary for the revenue reconciliation
  • Distribution of weekly coverage revenue reporting to Bankers
  • Liaison with IT on system enhancement projects
  • Testing of roll-out of new Investment Banking Reporting tool
  • Think critically, challenge accepted processes and suggest alternative solutions
39

CCS Investment Banking Supervisor Balance Sheet & Revenue Controls Resume Examples & Samples

  • Advisory Business
  • Equity Capital Markets cash and derivative business
  • Debt Capital Markets cash and derivatives business
  • Experience of managing P&L production team is preferable
  • Experience in controlling traditional Investment Banking business (e.g. Corporate Advisory) is desirable
40

Internal Audit Manager Investment Banking Resume Examples & Samples

  • Leading discussions with auditees and business leaders regarding audit findings and issues
  • Managing audit teams on a day-to-day basis and ensuring audits progress as planned
  • Acting as a key contact point for the business and providing input into the planning process and value-added reporting
  • Inputting to audit plan
  • Audit assignment planning
  • Reviewing and directing audit testing
  • Performing more complex and challenging audit testing
  • Reviewing documentation of planning, testing and findings in the audit toolkit
  • Ensuring proactive and fully supportive participation of team in enterprise-wide audits and audits of Principal Risks
  • Building relationships with business management to abreast of risk and control issues
  • 10+ years of investment banking experience
  • Prior exposure to an audit role, preferred
  • BA in Accounting / Finance
  • Financial, operational and product audit expertise
41

Application Architect Investment Banking Resume Examples & Samples

  • Work on a variety of key, strategic projects to ensure overall direction and strategy is in line with the IB and CS wide strategy
  • Drive application landscape management to reduce complexity and overall cost to the organization
  • Work with the group wide architecture functions to ensure corporate/ group strategy works for the Investment Bank
  • Work with the product lines to optimise their BoW – identifying overlaps, divergence from strategy etc
  • Work on specific initiatives to articulate architectural opportunities and develop business cases/ project scope or directional changes as appropriate to realize the opportunities
  • Participate in reviews to ensure architecture alignment and to facilitate issue resolution and communication
  • Identify re-use opportunities and promote the re-use of components across the architecture
  • Provide consultancy and guidance to application teams concerning architectural policies and standards
  • Promote architecture concepts and discipline across the organization
  • Work on a target governance model for application and data current and target state models
42

Investment Banking Strategy Managers Required Resume Examples & Samples

  • Work on the Bank's highest priority strategy questions at the Group, geography and/or business-unit level
  • Play a pivotal role on engagement teams managing deliverables, leading problem solving, driving analysis, developing recommendations and communicating findings
  • Work with senior business and functional stakeholders to develop and align perspectives
  • Draft strategy papers for the Executive management and the Board of Directors
  • 3-5 years work experience
  • MBA Qualified
  • Financial services background is an advantage
  • Excellent problem solving, structuring and critical thinking skills
  • High energy, adaptable, ability to multi-task when necessary
43

Investment Banking Equity Derivatives Chief Operating Officer Analyst Resume Examples & Samples

  • Preparation of regular business packs for senior management reporting including the Weekly Business Pack, Weekly Attribution, Business Commentary and Quarterly Business Reviews
  • Participation in and preparation of materials for a variety of key supervision and governance forums such as the Business Pulse meetings, Platform Efficiency Governance Committee, Equity Derivatives Index Committee and various Sales Governance meetings
  • Perform periodic reviews and tyrekicks on behalf of the business to meet supervisory and regulatory deliverables
  • Work with IB Finance and Expense Management to review expenses and approvals / efficiency management initiatives
  • Work with the broader COO team in relation to the compliance and control framework within the business, including relevant control and MI monitoring, updating of procedures manuals, assisting with the management and closure of audit points
  • Ensure there is a robust supervisory structure/framework across the various desks: Review, enhancement, production and monitoring
  • Ensure compliance with new and existing Regulatory requirements
  • Fulfillment of ad-hoc requests for senior managers
  • Liaison with key support areas (in particular Operations, PC, IT and SRM) in relation to the on-going support of the business and co-ordination of new initiatives/projects
  • Help to drive books of work to deliver on key business initiatives
  • Assistance with the production of presentations for senior management: Regular and ad-hoc
  • Quality assurance and preparatory work for internal and external reviews
  • Review and quality control of access and permissions
  • Good all round knowledge of financial markets, business finance & reporting systems
  • Track record in producing quality analyses for senior management
  • Experience in project management / delivery of projects
  • Strong academic record
  • Well developed analytical skills with attention to detail
  • Implicitly trustworthy
  • Excellent communication skills (written & verbal). Strong communicator with the confidence to deal with senior management
  • Very organised, good time management
  • Strategic thinker/ pro-active
  • Equities/ Flow product knowledge – a reasonable understanding of the front to back processes within the equities product
  • Excellent knowledge of excel and PowerPoint
44

Analyst, Power Team, Investment Banking Resume Examples & Samples

  • Educational or work experience related to financial services organisations
  • Knowledge of Power sector would be advantageous
  • Strong communication skills (both written & verbal) at all organisational levels - Attention to detail and clarity
45

VP-investment Banking Resume Examples & Samples

  • Support the institutional effort against identified clients
  • Grow revenue from the portfolio of relationships
  • Lead the execution of identified M&A and capital raising transactions
  • Pitch and market Investment Banking ideas to existing and new viable prospects
  • Market deals using a coordinated approach to prospecting strategy with relevant Industry, Product and Corporate Banking partners
  • Liaise with Citi’s network to develop relationships globally
  • Manage and mentor and develop 5-6 juniors within the team to ensure their job satisfaction and development. Support recruitment as and when required
  • Take responsibility for certain identified relationships
  • Demonstrate specific investment banking product (M&A, ECM, ELCM, HY Debt, IG Debt) expertise
  • Proven successful advisory and capital raising mandates
  • Proven expertise of leading a team on transaction execution
  • Existing network within the South African client base is preferred
  • Analytical – Assimilating new information quickly and relating it to the needs of the client base
  • Proactivity – Identifying new business opportunities
  • Verbal and Written – Communicating the detail of complex client relationships to a broad range of internal contacts
  • Team management and team player – managing and/or working with a team of professionals across geographies, industries and products
  • Understanding of bank and client tolerances and negotiate to satisfy both
  • Strong negotiator, coordinator and a confident and credible presenter
  • Investment Banking background gained from a reputable, international firm where you will have gained first class training and development as a banker
  • Educated to degree level with a minimum UK grade of 2:1 (or equivalent)
  • Knowledge and understanding of locally applicable laws and regulations including JSE listing rules and Takeover Code is preferable
46

IB Investment Banking Corporate Finance Advisory Analyst Resume Examples & Samples

  • As an Investment Banking Analyst, your responsibilities may include, but are not limited to, the following
  • Performing financial analysis using industry standard and proprietary models
  • Building financial models to address new problems
  • Learning and interacting with J.P. Morgan's clients, products, services, and business practices
  • Executing client transactions from start to closing
  • The work in Investment Banking is fast-paced, demanding, and intellectually stimulating and requires individuals who thrive in that type of environment
  • We look for candidates with strong quantitative, analytical, and communication skills
  • You should also be adaptable, able to manage projects independently, and ready to assume a high level of responsibility as a productive member of a team
  • Undergraduate degree in the sciences, engineering, or finance is strongly preferred. Graduate degree in similar fields will be a plus
  • Existing experience in investment banking, capital markets or sales & trading is a plus
47

Investment Banking Recruiting Manager Resume Examples & Samples

  • Coordinate on-campus events, including presentations, receptions and first-round campus interview schedules
  • Conduct initial candidate screens
  • Set up and coordinate interview days. Manage the candidates throughout the day, collect interviewer feedback and facilitate candidate review sessions
  • Manage offers and the candidate closing process within Investment Banking and ensure proper follow-up with candidates
  • Responsible for Investment Banking summer internship program planning and logistics
  • Potential travel for on-campus recruiting and/or campus presentations
  • Team-player orientation with the ability to work with individuals with a wide range of experiences and backgrounds
  • Must possess an innate sense of urgency, with a true desire to go above and beyond to service clients
  • Ability to work independently. Must be proactive, have good follow through skills and work effectively as a team player
  • Strong PC skills with demonstrated knowledge of Microsoft Office. Experience using an applicant tracking system preferred
48

VP Oil & Gas, Investment Banking Resume Examples & Samples

  • Analyzing the financial statements and operating metrics of public companies within the Oil & Gas sector to generate industry insights
  • Developing a thorough understanding of the trends and competitive dynamics within the sector
  • Understanding the financial impact of decisions on the client’s organization
  • Coordinating the appropriate organizational resources to deliver product solutions and advice to clients
  • Ongoing involvement in the identification and recruitment of potential new hire candidates for the Oil & Gas Group
  • Minimum of five years of investment banking experience
  • Relevant client interaction and transaction experience in the Oil & Gas industry
  • Ability to work independently and as part of a team
  • Undergraduate Degree in Business (Accounting, Finance, Business Admin, Economics, etc.) or Liberal Arts
  • Series 79 and 63 certifications
49

Analyst, Investment Banking Resume Examples & Samples

  • View our clients as their first priority
  • Understand the global nature and demands of business today
  • 1+ years of prior investment banking experience is preferred
  • Completion of an undergraduate degree in finance or equivalent
  • Strong team player and entrepreneurial spirit
  • Ability to manage time and meet tight deadlines
  • Thorough knowledge of the fundamentals of accounting and corporate finance
  • Proficient computer and financial modeling skills
50

Associate, Investment Banking Resume Examples & Samples

  • 3+ years of prior investment banking experience is preferred or alternatively an MBA or an equivalent advanced degree
  • Strong team player and entrepreneurial spirit
  • Ability to manage time and meet tight deadlines
  • Thorough knowledge of the fundamentals of accounting and corporate finance
  • Proficient computer and financial modeling skills
51

Associate, Healthcare, Investment Banking Resume Examples & Samples

  • Creating financial analyses (build financial models, valuation analyses, merger modeling, corporate finance solutions, etc.)
  • Assisting with client development (coordinate data with clients, assist in presentation of new ideas to clients)
  • Working on teams (coordinate with team members, deliver projects on a deadline)
  • Evaluate corporate transactions and their structures
  • Take pride in all aspects of their work, recognizing it is a reflection not just of the firm but of themselves
  • Understand the global nature and demands of business today
  • Are analytical and enjoy working with numbers and solving problems
52

Production Specialist, Investment Banking Resume Examples & Samples

  • Production duties include: Printing, binding, scanning and photocopying
  • Responsible for overseeing printer/fax/binding machine maintenance and support
  • Responsible for keeping the various production rooms clean and orderly as possible
  • Minor editing and formatting of PowerPoint presentations and marketing materials
  • Help coordinate quarterly and year end reporting initiatives
  • Participate in and assist with morning comments
  • Provide research support to analyst as required
  • Assist with special ad-hoc projects, presentations and initiatives as assigned
  • LI-RB1
53

Investment Banking Risk Quality Assurance Lead Americas Resume Examples & Samples

  • Utilize functional Testing framework currently in use
  • Define & maintain standards in sync with Production & Shared Testing Services Group (PTG) expectations
  • Manage global and regional team deliverables and provide management reporting
  • Define and run the operational delivery of cross functional testing and work directly with the business to ensure a single point of contact for Rates testing
  • Experience in Manual Testing, QA, Testing Processes and Methodologies, Shared Services methodologies
  • Prior Business Process Management experience will add value to the ability to understand the transaction flows to assure all cross functional areas are included in Testing
  • Excellent Investment Banking (IB) process knowledge will enable the success in being able to work with both the business and technology to bridge the gap from construction to delivery
  • Excellent knowledge of OTC Derivatives Platforms and products required
  • Minimum 7 years’ experience as Test Manager working with large teams
  • Work as a strategic partner to the various IB Testing Managers
  • Lead cross-functional projects and collaborate Needs Assessments, Strategic Planning and development of testing services
  • Analyze requirements, functional and technical specifications to define test scope and test approach
  • Define testing strategy for overall testing coordinating with Program Management/QA/Development
  • Interact with various functional streams across regions – IT, Product Control, Infrastructure, Operations, Risk across the length of the project
  • Develop and implement best practices for test plans and strategies
  • Identify opportunities for improvement such as automated test case matrices for functional, integration, regression and user-acceptance testing
  • Attend release planning meetings understand the domain for releases and seek opportunities for improvements to currently manually executed regression
  • Create a service for completing and coordinating end to end cross functional testing
  • Knowledge of Process Reengineering, cross team management, good communication skills, Metrics and KPIs, Quality Center, Visio and MS Project
  • To govern and maintain end to end Testing Lifecycle process documentation set (STLC+) for testing service delivery under various system development methodologies including waterfall/ agile
  • Collaborate with Tools competency for leveraging Testing tools (e.g. Quality Center) appropriately for process compliance
54

Investment Banking Markets Resume Examples & Samples

  • Works independently and has high level of flexibility to consult with Senior Management at Group and Regional level
  • Has ability to work closely with and get support from Group Risk Functions , Global Businesses, Regional teams depending on the type of initiative
  • Significant knowledge of market risk regulations and guidance
  • Significant knowledge of the HSBC Group structure, GBM, CMB, its business and personnel, and a deep understanding of HSBC’s corporate culture
  • Significant experience in the financial services industry
  • Lateral thinker with an ability to interpret and solve complex issues
  • Well developed leadership skills
  • Excellent communicator with strong inter-personal and influencing skills
  • Experience developing an assurance model and developing/leading a review team
  • Experience in leading assurance work in a complementary discipline e.g. Audit would be an advantage
  • Excellent negotiation, influence, mediation and conflict management skills
  • Excellent problem solving skills and ability to provide creative solutions
  • Excellent English written & verbal communication skills, other languages an advantage
  • Diverse background across multiple areas, with track record of leading and managing change, problem solving and solution design
  • Demonstrated flexibility across multiple domains and functional areas
  • Structure analytical approach
  • Demonstrated ability to quickly develop an understanding of customer needs and wants in order to deliver compelling value propositions
  • Demonstrated ability to build relationships with key stakeholders and senior leaders
  • Working across cultures and in matrixed organisational structures
  • MA or advanced degree in Finance, Economics or equivelent experience
55

CIB VP-technology Investment Banking Resume Examples & Samples

  • Participate in substantial day-to-day client contact and client servicing
  • Begin to build long-term external relationships and manage accounts. This should include conducting new business presentations and developing new ideas for business at a relevant client level
  • Work independently, producing high quality work by totally leveraging and accessing the Firm
  • Continue to round out product and technical training for Associates
  • Begin to develop a set of defined projects for new business development
  • Bachelors’ degree from a reputable university; MBA is preferred
  • At least 3 years experience in Investment Banking post MBA (TMT sector experience highly preferred)
  • Proven ability to comfortably interact with business clients and management it is critical that the VP be able to relate well to client counterparts and develop good working relationships with these individuals
56

Investment Banking IT Reference Data Lead Resume Examples & Samples

  • Execute the book of work in line with strategy mandates while managing development staffs that have matrix lines reporting into functional leads (Client, Product, and distribution)
  • Manage off shore development teams and relationship with vendor partners
  • Hands-on development team management – Assist in software development efforts ensuring high quality deliverables that meet Business requirements while adhering to Architectural standards and mandated Design principles
  • Ensure transparency of team activities, progress, risks and issues
  • Collaborate and work with other key partners regionally and globally on the delivery of RDG strategy/initiatives
  • Assist the APAC Reference Data Head in strategizing and implementing effective Work Force Management strategy
  • Expert in few of the below mentioned technologies
57

Head of IT Investment Banking Engineering Solutions Resume Examples & Samples

  • Experienced in financial markets and applications, including market data feeds and API’s, order routing protocols, and the complete front-to-back trading flow. Experience with high frequency environments, such as Exchange co-location a plus
  • Experience working with various packet processing and hardware acceleration technologies (FPGA, NPU, GPU, ASIC)
  • Experience with acceleration techniques for computation or low latency a plus. These techniques include GPU, FPGA, and/or specialized processors
  • Ability to communicate vision and ideas effectively to peers
  • Ability to work within a large enterprise cooperatively, to deliver to a specific business desire while enhancing the corporate environment as a whole
  • Intellectual capacity to break down a problem or situation into its component parts, identifying alternative solutions to solve, clearly identifying pros and cons of each, and making clear recommendations for the best alternative
  • Communication & presentation skills
  • Documentation and communications skills with the ability to explain complex issues and designs in a clear & concise fashion
58

Ib Investment Banking M&a Experienced Analyst Resume Examples & Samples

  • Build and maintain complex financial models to perform analyses under different operating scenarios using input from management and public sources
  • Perform full valuation analyses, including DCF, trading comparables, precedent transactions and LBO analyses
  • Participate in day-to-day deal execution, interacting with senior deal team members, client management teams, transaction counterparties and other advisors
  • Manage due diligence processes, including preparing virtual data rooms, tracking and coordinating the information flow, and reviewing and analyzing company information
  • Prepare descriptive memorandums, management presentations, Board presentations and other materials for use in M&A transactions or strategic client dialog
  • Design and analyze M&A transaction structures
  • Monitor and evaluate current events related to the client, its industry or the transaction
  • At least 1-2 full years of experience in Investment Banking at the Analyst level. Experience in M&A is highly preferred, but will consider banking experience in an industry coverage group, private equity or similar field
  • Very strong financial modeling/valuation and analytical skills, including DCF, LBO, trading comparables, precedent transactions, accretion/dilution, value creation analysis, three-statement models and combined pro forma models
  • Knowledge of corporate finance and accounting, as well as basic understanding of legal and tax aspects related to M&A transactions
  • Experience analyzing company financials
  • Intellectual curiosity, strong work ethics and desire to learn
  • Ability to work in a fast-paced environment, handling multiple projects with different deal teams
  • Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity
  • Ability to conduct thorough, independent research
59

Analyst Investment Banking Data Governance Resume Examples & Samples

  • Set up and provide ongoing support to the IB Data Governance Council (DGC)
  • Develop and/or adopt data governance frameworks, policies and tools
  • Assist to implement/pilot the data governance framework, policies and tools in select business functions
  • Measure adoption progress and escalate issues with adoption
  • Deliver data ownership & data quality
60

Investment Banking Real Estate Resume Examples & Samples

  • Play a key role supporting origination, opportunity evaluation and deal execution, working on a broad scope of assignments and products specifically in the Real Estate, Gaming & Lodging industry
  • Vice Presidents work closely with senior and junior bankers and are expected to make an immediate contribution
  • Serve as a key resource working closely with senior bankers to proactively generate ideas and solutions to meet client needs
  • Key support resource to senior bankers in day-to-day client coverage with some primary client coverage responsibility
  • Function as the key point of contact for the group, responsible for coordinating information flow and execution of work product with product groups, internal and external legal, tax, accounting, and regulatory parties
  • Lead due diligence sessions
  • Supervise the preparation and execution of final client presentation work product
  • Communicate and interact with deal team members and clients
  • Be a team player and culture carrier
  • Supervise and train junior personnel
  • 3 -4 years of experience in Investment Banking at a top-tier firm post graduation from an MBA program
  • MBA degree with outstanding academic qualifications
  • Have comparable combination of education and related experience
  • Full breadth of financing (equity, equity linked and debt) and strategic advisory experience
  • Experience in Real Estate, Gaming, & Lodging transactions (financing or M&A) is preferred
  • Professional maturity and experience to interact directly with client and drive origination and execution
  • Strong quantitative/analytical skills
  • Demonstrated strategic and creative thinking and distinguished communication skills
  • Ability to manage several projects at once and work effectively as an individual and as part of a team
61

Manager of Investment Banking Campus Recruiting Resume Examples & Samples

  • Responsible for hiring, developing and managing a team of 7 recruiters and coordinators
  • Oversee the development of Campus Recruiting efforts for our Investment Banking Department including Global Markets Solutions Groups and regional IBD offices
  • Source approximately 390 full time and summer hires across both businesses (Undergraduate and MBA recruiting efforts)
  • Manage campus recruiting headcount and allocation process
  • Partner with divisional team captains and divisional recruiting managers to devise a holistic recruiting plan for each school
  • Deliver robust data reporting to management and key stakeholders including analysis on industry group offers/accepts, school source detail, diversity, and offer conversion
  • Interface with senior leaders to manage their involvement in campus recruiting activities and gain support of the campus effort
  • Oversee recruiting efforts to ensure proper development and execution of diversity recruiting initiatives, focusing both on underrepresented student groups and women within the support businesses
  • Foster relationships with top management at the schools’ career offices, key faculty/deans, athletic directors and important student clubs. Work with external organizations to broaden the reach of our recruiting effort
  • Work on special projects throughout the recruiting season
  • Develop a strategic process for the acquisition of entry level talent including executing recruiting programs to achieve business objectives and strategy consistent with the Bank’s overall talent strategy
  • Manage business demand composition and metrics (including diversity) and the translation of these into manageable (regional and divisional) targets. Tactically deploy resources and ensure pipeline initiatives are optimally managed to ensure a demand – supply balance
  • Establish objectives, manage the performance, coach and develop campus recruiting professionals within the IBD team recruiting team
  • Work with the Global Employer Brand Manager to manage delivery of consistent marketing / campus event / marketing collateral with the framework through which an integrated One Bank will be delivered
  • Work closely with HRBP and lateral recruiting to ensure consistency in processes and approach
  • Work with Global Campus Leadership on projects
  • Manage internal communications ensuring optimal use of all available events and platforms (i.e. Town Hall meetings)
62

Product Controller / Investment Banking Resume Examples & Samples

  • Administration of service level agreements
  • Collection and presentation of key risk indicators, evidencing follow up where trigger levels are breached
  • Daily and monthly reconciliation between the processing platform and the general ledger
63

Investment Banking Product Controller Resume Examples & Samples

  • Management reporting for Investment Banking Division including weekly, Monthly & Quarterly revenue/expense reporting as well as budgeting and forecasting of revenues and direct expenses
  • Preparation of weekly external Investment Banking revenue results and forecast
  • Month end books to reported reconciliation and related research for IBD
  • Coordinate commentary across Global Controller teams for revenue reporting
  • Ad hoc reporting requests from Corporate Reporting, ISG Reporting, Business unit and Finance Management
  • Liaison with Technology on system enhancement projects
64

Legal, Investment Banking Attorney, VP Resume Examples & Samples

  • Legal Advisor to the Investment Banking Division – Advise IBD bankers on legal, policy, reputational and commercial issues on specific IBD matters (e.g., conflicts, business practices, non-standard opinions, regulatory issues, conducting business in new markets around the globe). IBD Legal members are frequently called upon to provide advice and answer questions or to become involved in resolving issues or problems that arise, often in difficult situations involving extreme time pressure and client sensitivity
  • Transactional Work – Work closely with bankers and clients as well as professionals in other Firm divisions and, from time to time, IBD Legal members from different offices. Responsibilities vary depending on the situation, but usually include advising on and assessing Firm legal and reputational risks, reviewing and negotiating documents, identifying and resolving policy issues and procedural questions and resolving legal issues that arise during the course of a negotiation or transaction
  • Training – Train bankers on new developments, best practices and legal and compliance matters
  • Relevant experience either with a reputable law firm or as in-house counsel
  • Previous in-house counsel experience within a financial institution
65

Technology Operational Risk Investment Banking Resume Examples & Samples

  • Responsible for the delivery of the new Operational Risk Framework into IT and for embedding the understanding of IT and Cyber Risk in the business for Asia Pacific region
  • Work with the Asia Pacific business to ensure a full understandingof the risks faced as a result of the investment decisions across both IT and Cyber Risk
  • Manage relationships with senior stakeholders in the Asia Pacific Region for IT Risk and Cyber Security risks and issues
  • Understand the key risks and issues relating to IT Risk and Cyber Risk and influence remediation direction, demonstrating value of the challenge function across the Asia Pacific Region
  • Providing robust and effective challenge to both IT and the Business on IT and Cyber risk issues in regional Governance Forums across Asia Pacific
  • Provision of metrics and analytics to senior management and board members to ensure they have the appropriate understanding of Operational Risk for Information Technology and Cyber Risk across the Asia Pacific region
  • Understand the key risks and issues relatingto the Firm’s Centers of Excellence and Outsourcing arrangements across the Asia Pacific region and more specifically in India
66

Investment Banking Operations Analyst Whole Loans Resume Examples & Samples

  • Process funding and paydown requests which typically consist of boarding and analysis of data files from clients and liaising with the clients and the business unit in order to resolve discrepancies
  • Other tasks as needed. The candidate will cross train within the team to provide support to other related disciplines as necessary
  • Undergraduate degree required, business concentration highly preferred
  • 2 years experience in the financial services industry preferred
  • Prior knowledge of whole loans preferred but not required
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Cib-metals & Mining Investment Banking Resume Examples & Samples

  • Market-based and intrinsic valuation
  • Creation of financial and operational models
  • Mergers and acquisitions consequences analysis
  • Capital and liquidity analysis
  • Preparation of presentation and marketing materials
  • Conducting industry and product research
  • Participating in client coverage responsibilities
  • Previous investment banking or mining industry corporate finance experience is required
  • Minimum of 3 years executing investment banking transactions is required
  • Strong analytical and mathematical skills
  • Knowledge of corporate finance, accounting and financial modeling
  • Understanding of key themes impacting the capital markets
  • Hardworking with strong teamwork and verbal/written communication skills
  • Industry knowledge/interest or M&A experience is highly beneficial
  • Bachelors degree is required; MBA is preferred
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Investment Banking Change Business Analyst Resume Examples & Samples

  • Opportunity to be part of one of the largest strategic change programs within the Investment Bank, with front to back impact and engagement across multiple teams and individuals
  • Detailed exposure to Trade Management, Risk Management Systems and downstream consuming applications and functions
  • Exposure to senior stakeholders across multiple divisions (Front Office, Quantitative Strategies, Finance, Risk and Operations)
  • Assist in determining and driving the project scope, functional design and process flows
  • Determine the delivery roadmap and detailed resource planning
  • Produce detailed business process flows, functional requirements and specifications
  • Take ownership and drive day-to-day project management of their allocated workstream and milestone delivery
  • Assist with the resolution of Analysis related risks and issues
  • Ensure that the delivered solution fulfils the needs of the business
  • Degree educated, or equivalent
  • Data, flow, business and relationship modelling skills (UML)
  • Project management experience (Prince II, PMI, SDLC)
  • LI-PS1*
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Investment Banking Engineering Solutions Resume Examples & Samples

  • Competence in software development with C/C++ and performance profiling tools and techniques a plus
  • Deep understanding of operating system internals, especially Linux, with a good knowledge of kernel fundamentals (i.e. scheduling, threads, protocol stack). Experience with device drivers a plus. Must be comfortable to patch/modify kernel and other open source software to optimize behaviour
  • Firm grasp of processor architecture and micro-architecture (Intel/AMD) as well as supporting eco-system (QuickPath, PCIExpress, Hypertransport). Must be able to evaluate vendor platform solutions (Servers/Blades) to identify suitability to low latency environments
  • Complete understanding of network technologies from low level (10-Gigabit Ethernet, Infiniband) to protocols (/RDMA, TCP/UDP)
  • Self-motivated and comfortable operating in a global team interaction model
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Investment Banking Executive Director Resume Examples & Samples

  • Structuring and execution of debt and equity financing transactions for industry companies
  • Conducting valuation analyses and modeling related to financial transactions such as mergers, initial public offerings and leveraged buyouts utilizing merger consequences, public comparable, precedent transaction and discounted cash flow valuation methods
  • Leading compilation of new marketing materials
  • Training and development of junior talent
  • In addition to having an MBA, candidates should have a minimum of 2 year's prior investment banking experience from a full service financial services firm
  • Non-MBA candidates must have completed an Investment Banking Analyst program at a top-tier investment bank and then taken an internal Associate promotion opportunity
  • Individuals must be detail oriented, able to multi-task and be a team player
  • UBS seeks candidates for the Director position who have demonstrated outstanding academic and extracurricular achievement, possess strong analytical and interpersonal skills and are enthusiastic about and committed to the investment banking industry
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Desktop Publisher, Global Investment Banking Resume Examples & Samples

  • Experience with graphical depictions of varied data
  • Production duties may also include printing, binding, scanning and photocopying
  • Complete special projects and assignments in a thorough, accurate and timely manner
  • Proactively identify operational risks/ control deficiencies in the business
  • Review and comply with Firm Policies applicable to your business activities
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Global Investment Banking Resume Examples & Samples

  • B.S. in Finance, Accounting, Economics, or related discipline. MBA strongly preferred
  • 10+ years of relevant finance/business/accounting experience working with investment products
  • Highly motivated, participative team player with strong interpersonal skills. Must have a balance of assertiveness and discretion to be a credible and sought after resource. Must have the confidence to stand up to pressure and the credibility to influence others. Flexibility to be effective and persuasive with all levels of management. Level-headed in a crisis. Ability to build key relationships with finance and other professionals. Ability to influence people and empower team members to be proactive and focused on partnerships and results
  • Must be able to present technical matters in a way that is meaningful to the audience; dynamic organization requires pro-activity in ensuring targets are met and projects accomplished
  • Demonstrated ability to manage multiple projects and deadlines. Strong project management skills including the ability to eliminate rework and inefficiencies to focus on value-enhancing activities
  • Demonstrated analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision making
  • Excellent PC skills with ability to design and maintain complex financial models and to drive high quality financial presentations
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Investment Banking Junior Banker Program Manager Resume Examples & Samples

  • At least 3 years of investment banking experience
  • Very strong interpersonal, communication and project management skills
  • An innovative thinker and someone who is curious about new/progressive talent development ideas
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Analyst, Investment Banking Resume Examples & Samples

  • Develop company valuations and create/analyze financial models
  • Interact with clients and various levels of management; act as an integral part of the engagement team
  • Prepare new business presentations
  • Conduct fundamental industry research and quantitative analyses, and attend client presentations as required
  • Undertake all required activities as directed by line manager or as agreed in annual objectives in support of the furtherment of the Global Banking business
  • A generalist Investment Banking/Corporate Finance background. Preferred experience with upstream Oil & Gas sector
  • Knowledge of financial modeling, valuation, and execution
  • A strong understanding of the financial markets and economics
  • Exceptional level of proficiency in Microsoft Office applications
  • Strong internship experience during undergraduate; up to 3 years investment banking experience
  • FINRA Series 79 licenses required. On an exception basis, a 90 day contingency may be granted solely at management's discretion. Licenses are required to discuss and sell investment with potential or existing customers
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Investment Banking Marketing Specialist Resume Examples & Samples

  • Research markets, industry metrics and transactions via financial databases and other public sources. Work closely with various members of the investment banking team to identify and track information on prospective and existing clients and private equity and venture capital investors focused on specific sectors within the Healthcare market, as well as lead marketing outreach programs across sectors
  • Lead construction and maintenance of marketing databases for various sub sectors within the Healthcare Group
  • Ability to tolerate peak workloads, to deal with constant interruptions and to maintain flexibility and composure in a high volume, high intensity, hectic environment. Must be able to handle heavy workload for a number of Investment Bankers simultaneously and prioritize assignments accordingly. Ability to work limited overtime is required
  • Bachelor’s degree is required. Prefer coursework and/or major/minor consistent with both liberal arts and marketing or life sciences. Prior experience in a professional services or healthcare organization is preferred but not required
  • Must be comfortable with business writing and construction of presentation of marketing and research presentations
  • Basic accounting knowledge and knowledge of the equity capital markets is a plus. Professional services experience is preferred
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Asia Investment Banking Control Equity Capital Markets Associate Resume Examples & Samples

  • Responsible for the overall integrity and accuracy of the financial statements
  • Overall governance of the transaction control cycle
  • Preparation of regulatory returns for the business including ownership of the balance sheet, reported P&L and adherence to regulatory and financial/accounting standards
  • Advise the business on accounting, regulatory, tax and other specific deal accounting matters
  • Pro-actively support the business activities
  • The Asia IB Controller team is an ideal area for a highly motivated candidate to develop their career. The team is involved with the core capital market finance raising business and partners with a multitude of stakeholders to deliver on the product control agenda whilst providing the business meaningful and timely support and analysis
  • Controller for Equity Capital Markets for the APAC region (Emerging Asia, Australia and Japan)
  • General Ledger - responsibility for the ownership, review and sign-off of balance sheet and P&L statements
  • Month-end close - ensuring accurate and complete close-off of books & records for the month ensuring all close-off entries, FX trade-outs and resolution of any Front office-GL breaks as well as daily reporting of close-off PL is completed on a timely basis
  • Tracking, analyzing and investigating spot and average balance sheet, RWA and related performance measures
  • Preparation of Regulatory Reporting returns applicable to the business
  • Leading and driving key capital market related control and compliance initiatives to an efficient and effective conclusion such as the Risk Control Self-Assessment & SOX requirements
  • Partnering with key stakeholders (Front Office, Middle Office, Operations, Legal Entity Control, Tax) to review current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control and reporting environment
  • Partnering with global counterparts to ensure consistency in regional practices where applicable
  • Ad hoc queries and projects as required in a dynamic business environment
  • Minimum 5 years experience with accounting / financial services background
  • Control and efficiency mindset
  • Dynamic team player able to adapt to changing environment and multiple demands
  • Excellent interpersonal, written & verbal communication and influencing skills
  • Proactive, keen to learn and take on new responsibility
  • Confidence in liaising with stakeholders across different functions & levels of seniority
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Media & Telecom Associate, Investment Banking Resume Examples & Samples

  • Creating financial analyses (build financial models, valuation analyses, merger modeling, corporate finance solutions, etc.)
  • Assisting with client development (coordinate data with clients, assist in presentation of new ideas to clients)
  • Working on teams (coordinate with team members, deliver projects on a deadline)
  • Tracking business development (collect research, analyze industry trends)
  • Evaluate corporate transactions and their structures
  • Take pride in all aspects of their work, recognizing it is a reflection not just of the firm but of themselves
  • Are committed to their own personal success and the success of the institution as a whole
  • View our clients as their first priority
  • Understand the global nature and demands of business today
  • Are analytical and enjoy working with numbers and solving problems
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Analyst, Investment Banking Resume Examples & Samples

  • Undergraduate degree in finance, economics, engineering or another complementary discipline
  • Strong technical/computer skills (Excel, Word, PowerPoint, Bloomberg)
  • Experience in creating business development proposals of benefit
  • Client sensitive/service oriented approach
  • Superior analytical and quantitative skills (i.e. financial and data analysis)
  • Experience in Investment Banking an asset
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Investment Banking Equity Finance Junior Analyst Resume Examples & Samples

  • Learn and support the full range of activities owned by the team – including financial analysis and presentation, regulatory readiness, competitive analysis and reviews, resource management and controls, etc
  • General interest in the Investment Banking industry
  • Undergraduate degree; up to two years working experience (not required)
  • Skills as detailed above
  • Demonstrated work ethic and ability to work effectively as part of a small team
  • Ability to work on multiple projects / tasks
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Investment Banking Department Ratings Advisory Analyst Resume Examples & Samples

  • Fulfilling RA and banker information requests, especially in evenings and on weekends, for among other things: (1) agency-published company, industry and technical reports; (2) agency reports showing the derivation of historical adjusted credit ratios for rated companies; (3) standard pages describing the ratings process, rating fees, the pros/cons for getting rated, etc.; (4) custom searches of agency databases to identify precedents and examples needed by bankers for pitches or deals; and (5) schedules of comparable-company ratings (showing (a) methodology-derived Indicated corporate ratings; (b) Definitive ratings vs. Indicated ratings; and (c) Moody’s ratings vs. S&P ratings)
  • Applying agency-published methodologies/models to derive: (1) estimated pro forma credit ratios adjusted for operating leases, pensions, etc.; (2) indicated corporate ratings based on sector-specific methodologies and other decision frameworks; (3) debt-instrument ratings (based on Moody’s loss-given-default [LGD] model and S&P's recovery analysis framework); and (4) liquidity ratings
  • Developing/updating standard RA pages for pitches and other client meetings, including (1) the pros/cons for getting rated, descriptions of the ratings process, rating fees, etc.; (2) qualifications and credential pages, including deal tombstones and lists of previously worked-on sector- and situation-specific deals; and (3) selected case studies
  • Developing/applying RA templates for ratings assessment presentations to bankers and clients
  • Preparing standard pages for pitches and other presentations on technical issues, including (1) the derivations of estimated pro forma credit ratios, indicated and definitive corporate ratings, instrument ratings, and liquidity ratings; (2) selected pages for banker training presentations; and (3) selected pages for occasional presentations to IBD and coverage/products groups on new rating methodologies and other agency-related developments
  • Demonstrated academic achievement
  • A basic knowledge of accounting for financial reporting and financial statements
  • Ability to multi-task with strong attention to detail
  • Demonstrated ability to work in a time-sensitive environment
  • A can-do attitude and willingness to ask questions when clarity is needed
  • Demonstrated interest in business (industries, companies and industries), especially from a credit perspective
  • A basic familiarity with capital markets
  • Excellent PC skills; advanced knowledge of Excel, Word and PowerPoint a must
  • Willingness to work start the workday at 7am EST so that there is significant overlap with London working hours
  • Candidate will have to sit for the FINRA (Financial Industry Regulatory Authority) Series 79 exam shortly after joining the team as FINRA registration is a requirement for the role
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Investment Banking Energy Analyst / Associate Resume Examples & Samples

  • Responsibility for the quantitative financial analysis and qualitative document issues related to the execution of M&A, A&D and capital markets transactions for clients
  • Monitors the analytical performance of client companies
  • May be involved in all aspects of originating and executing client transactions, from pitch to closing with specific tasks to include financial modeling and analysis, drafting of offering documents, conducting due diligence and marketing of transactions
  • Assumes responsibility for day-to-day deal activities
  • This job interfaces with senior investment bankers
  • Must effectively foster client relationships
  • Previous corporate finance/investment banking experience combined
  • Well-developed organizational skills in order to respond to shifting priorities on several simultaneous projects
  • Demonstrated job commitment including a willingness to work, as well as personal flexibility and adaptability in order to meet client requirements
  • Excellent interpersonal, presentation, oral and written communication skills in order to convey factual and conceptual information to others and promote the interests of CIBC World Markets
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Investment Banking Controller Resume Examples & Samples

  • Producing daily P/L and attribution analysis
  • Managing front to back reconciliation process and risk controls
  • New deal administration – job code setup, invoice preparation, confirmation of compliance docs
  • Ad hoc queries, revenue or expense reporting and projects*LI-LT2
  • Bachelor Degree (Finance/Business/Accounting related degree preferred)
  • A minimum of 3 or more years of product control or banking experience
  • Knowledge of finance products, accounting concepts and processes
  • Ability to perform accurate work under tight time deadlines
  • Proactive experience and proactive in identifying issues and making credible recommendations
  • Additionally, team player needs to learn and support all team responsibilities and activities
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Investment Banking Equity Finance Cfo Analyst Resume Examples & Samples

  • Analytical Problem-Solving Skills
  • Experience in the Investment Banking industry or Accounting is desirable
  • Undergraduate degree; up to four years working experience (not required)
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Investment Banking Resume Examples & Samples

  • Researching and critically analysing market information, industry data and trends
  • Provide guidance for bankers in accessing, compiling, manipulating, and downloading data from databases available on banker desktops
  • In partnership with Compliance and Banking Technology, be able to understand and explain copyright and data usage issues
  • Bachelor’s degree or equivalent, with excellent academic credentials
  • Previous Knowledge Management work, or experience in Equity Research or Consulting preferred
  • Experience working with and managing vendor relationships
  • Experience with Project Management
  • Experience with TMT products (IDC, Gartner, Screen Digest etc.) preferred
  • Technical Skills - Demonstrates mastery of relevant market data bases, possesses strong technical analytical and quantitative skills, pays attention to detail, and takes the initiative to broaden his /her knowledge
  • Communication Skills – Strong communication and interpersonal skills: communicates what is relevant and important in a clear and concise manner and shares information/new ideas with others
  • Client and Business Focus - Effectively handles difficult requests and helps the client to identify/define needs and manages client/business expectations
  • Creativity/Innovation - Looks for new ways to improve current processes and develop creative solutions that are grounded in reality and have practical value
  • Teamwork - Gives evidence of being a strong team player, collaborates with others within and across teams, encourages other team members to participate and contribute and acknowledges others' contributions
  • Drive and Motivation - Successfully handles multiple tasks, is organized, takes initiative to improve his/her own performance, works intensely towards extremely challenging goals and persists in the face of obstacles or setbacks
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Investment Banking Markets Conduct Compliance Manager Resume Examples & Samples

  • Strategic support across the implementation of the Global Conduct Compliance Risk Framework, ensuring that it meets business, legislative and regulatory requirements
  • Works independently and has high level of flexibility to consult with Senior Management at Group and Regional level
  • Has ability to work closely with and get support from Group Risk Functions , Global Businesses, Regional teams depending on the type of initiative
  • Professional with relevant experience in one or more middle management risk compliance roles, ideally to include Conduct Risk or Regulatory Compliance experience
  • Significant knowledge of market risk regulations and guidance
  • Significant knowledge of the HSBC Grou