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
67

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
68

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*
69

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
70

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
71

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
72

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
73

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
74

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
75

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
76

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
77

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
78

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
79

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
80

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
81

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
82

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
83

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)
84

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
85

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 Group structure, GBM, CMB, its business and personnel, and a deep understanding of HSBC’s corporate culture
  • Significant experience in the financial services industry
  • 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
  • Experience at a highly respected strategy consulting or management consulting firm or diverse professional experience with a significant portion aligned with strategy or internal consulting roles for a large organization
  • 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
  • MBA or equivelent experience
  • MA or advanced degree in Finance, Economics or equivelent experience
86

Investment Banking AML Compliance Director Resume Examples & Samples

  • Provide advisory on potential AML issues across the business units
  • Supervise on the AML transaction monitoring process
  • Be responsible for the implementation and the maintanence of the AML program
  • Identify any key problems related to AML, economic sanctions and terrorist financing and provide relevant solutions
  • Have at least 5-7+ years of relevant experience within the Compliance space
  • Have sound knowledge and experience within Global Markets space
  • Have good AML knowledge within the financial services industry
87

Associate Investment Banking, Software Resume Examples & Samples

  • Conduct in-depth industry research to create company prospect lists
  • Engage in outreach to senior executives of privately-held software companies
  • Create and maintain a detailed database of companies
  • Work with senior bankers in the Software Group to build and maintain relationships with prospects
  • Prepare marketing materials
  • Participate in the execution of M&A and private placement transactions
  • 3+ years of technology industry experience (including corporate, investment banking, consulting or legal roles), preferably software/Saas
  • Strong, effective and engaging communicator – both verbal and written
  • Self-starter; well suited to an unstructured environment
  • Fluency with finance, basic accounting, and ideally SaaS metrics
  • Strong interest in software, cloud, startups, venture capital, growth equity
88

VP Investment Banking AAG Resume Examples & Samples

  • Assist clients in identification, structuring and financing of leveraged buyouts, as well as the evaluation of strategic alternatives for portfolio companies
  • Interact with groups across the firm, such as Leveraged Finance, Equity Capital Markets, and IBD industry groups to facilitate transactions
  • Support coverage of certain clients AND Lead coverage for certain clients
  • Originate and execute transactions for your client base
  • View our clients as their first priority
  • Are analytical and enjoy working with numbers and solving problems
  • Work alongside senior AAG bankers to further develop your coverage origination and execution skillset
  • Grasp a unique opportunity - to take lead and support responsibility for a set of clients and help develop our commercial relationships
  • Become part of a total team effort, benefitting from support of the wider institution, and experiencing growth
89

Ibd-investment Banking Services Resume Examples & Samples

  • Provides administrative support in a complex team environment to a senior group or Executive
  • Coordinates complex, senior-level internal/ external meetings and conference calls
  • Handles a high volume of phone calls and interacts with high level business leaders in a professional and effective manner
  • Supports internal and external managers or clients
  • Responds and follows up on client requests
  • Maintains complex and extremely detailed calendars and prioritizes meeting requests and related logistics
  • Coordinates a high volume of domestic and international travel arrangements and processes expense reports
  • Maintains understanding of firm policies and handles certain issues independently
  • Responsible for participation in general administrative duties (copying, filing, faxing, archiving), ad-hoc projects, committees and or group events
  • Requires excellent interpersonal and communication skills
  • Ability to maintain high standards despite pressing deadlines
  • Ability to solve problems quickly and efficiently
  • Strong knowledge of general business, corporate and government cultures
  • Self-starter with excellent anticipation skills; problem solving; follow up
  • Comfortable working in a sometimes hectic, high pressure environment
  • Ability to display a consistent, professional degree of communication
  • Ability to work well under pressure, adapt to unexpected events, and prioritize and multi- task in a deadline driven environment
  • Must be able to prioritize a variety of time-sensitive tasks
  • Must have excellent judgment; independent thinker and resourceful
  • Strong proficiency in MS Word, Excel, PowerPoint and Outlook
  • Team player with a positive attitude
  • Highest degree of integrity, professionalism, diplomacy and discretion required
  • Prefer 5+ years of experience
90

Investment Banking Prime Services Treasury & Trading Lead Resume Examples & Samples

  • Experienced in production support
  • Experienced in IB IT environment with knowledge of Prime Services Treasury & Trading products and platforms
  • Good command of spoken and written English
  • Ability to communicate with business users as well as technical IT people
  • Independent contributor as well as a team player
  • Good problem solving and diagnosis skills
  • Ability to work under pressure and occasionally off normal office hours
  • Experience in investment banking background will be an advantage
  • University graduate in a science or maths subject
  • Knowledge in Equity Derivatives or finance is an advantage
  • Escalation support contact to business users
  • Supervision of the Singapore support team and ensuring a high standard of support service is provided to users
  • Day-to-day support and monitoring of the various Prime Services Trading & Treasury systems used by front-office, middle-office and back-office users
  • Problem analysis, diagnosis and resolution
  • Documentation of various types of applications and processes
  • Staff management in Pune involving mentoring, training, leave coordination within the whole Prime Services Treasury & Trading teams in APAC and across UBS world-wide where applicable
91

CIB Public Finance Investment Banking Higher Education Associate Resume Examples & Samples

  • Preparing presentation materials
  • Responding to requests for proposals
  • This position is for a first year Associate located in J.P. Morgan’s New York office to work with a banking team. Issuers include various governmental entities and non-for-profit organizations
  • Coursework in economics, public policy and/or finance is preferred. Two to three years of work experience in investment banking, financial services and/or public policy is desirable
  • Candidates must demonstrate academic strength, teamwork, written and oral communication skills, and a high energy level
  • You must work well under pressure and tight deadlines, and be able to synthesize large amounts of information to develop creative solutions
  • You must be adaptable, able to manage several projects simultaneously and assume a high level of responsibility
92

Investment Banking Director Resume Examples & Samples

  • Seek to understand client's needs, provide solutions and maintain relationships
  • Consider market drivers; work to increase the returns of current and future products and services
  • Generate new ideas and creative approaches which move the business forward
  • Series 7, 63, 79
93

Senior Analyst, Industrial Investment Banking Resume Examples & Samples

  • Work with corporate finance investment bankers and product partners on M&A, strategic corporate finance, and capital raising transactions -
  • Generate ideas and analytical materials in support of new client meetings
  • Continually build knowledge and capabilities within the industry segment and stay abreast of competitive trends
  • Assist with attracting a quality workforce, i.e. college recruiting activities
  • Maintain required licensing
  • Demonstrate the Key Values: Teamwork, Respect, Accountability, Integrity, and Leadership
  • Series 79 & 63 (within eighteen months of employment)
  • 1 - 3 years experience in investment and/or commercial banking, leading accounting or transactional consulting
94

VP, Investment Banking, Chicago Office 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
95

VP-global Investment Banking M&A Resume Examples & Samples

  • Lead day-to-day execution of transactions
  • Provide sector teams with M&A support
  • Support senior members of M&A team
  • Review and comply with Firm Policies applicable to your business activities
  • Undergraduate university degree
  • Significant relevant transaction experience
  • Experience of sellside advisory work e.g
  • Preparation of marketing materials
  • Data room / Q&A co-ordination
  • Co-ordination of vendor due diligence
  • Co-ordination of stakeholders
  • Project planning (preparation of timetables, etc)
  • Valuation analysis
  • Experience of negotiating contracts e.g. NDAs, engagement letters
96

Avp-VP Regional Investment Banking Client Id-aml Compliance Resume Examples & Samples

  • Bachelor of Law / Accounting / Business / Economics / Finance and related academic qualification
  • At least 5 to 8 years of solid AML track record part of which would need to be relevant CID / KYC / AML experience within an Investment Bank
  • Working knowledge and experience in AML/CFT regulations and requirements in Asia-Pacific countries, notably Singapore, Hong Kong and international AML standards (FATF, Wolfsberg)
  • Ability to develop and maintain productive relationships with key internal clients including business, client onboarding, operations and other general counsel colleagues etc
  • Good written, verbal and interpersonal communications skills
  • Experience in dealing with the regulators and auditors would be preferable
97

Investment Banking Resume Examples & Samples

  • Advise bankers on commercial and reputational, as well as structural and deal-related issues relating to proposed M&A transactions
  • Review fairness opinions, board presentations and related proxy disclosure (including updates in response to SEC comments). Coordinate with outside counsel
  • Advise Investment Banking Committee in connection with its review of M&A transactions, fairness opinions and valuation materials
  • Assist Conflicts Officers in identifying and addressing potential conflicts
  • Assist bankers in preparing and negotiating engagement letters and related agreements
  • Develop policies and procedures applicable to the M&A and Advisory business
  • Advise the M&A department regarding business practices
  • Assist in training where appropriate
  • General M&A and/or capital market experience
  • At least five years’ experience at a major NY law firm
98

Investment Banking Product Controller Resume Examples & Samples

  • Revenue and Expense Reporting
  • M&A Weekly Management Report
  • Prepare monthly AVB expense analysis for M&A Admin Officer (research and provide commentary)
  • Prepare monthly 3Rs documentation for net revenue and balance sheet sign-off
  • Prepare various ad-hoc analysis for business unit and ISG reporting
  • Providing T0 global estimates for all fee’s earned
  • M&A Deal Related Updates
  • Daily dialogue with bankers relating to transaction updates, deal documentation, and potential billing opportunities
  • Assist in Invoice Preparation – calculate “Advisory Fees” to be invoiced and confirm fee with business unit
  • Maintain fee precedent schedules (Quarterly Progress Fees, Fee Splits, Incentive Fees, Global Aging)
  • Upload M&A deal related documentation into fee letter database based on terms reviewed in the engagement letter
  • Input M&A fee terms from engagement letters into the Vault
  • Responsible for documentation relating to SOX and audit reviews
  • Assist in tracking IBD payments in bank account, make GL/TAPS journals, and update aging or receivables
  • Assist with IT projects, including system enhancements, UAT testing, and roll-outs
  • Handle daily inquiries relating to client/project and general administrative tasks
  • Investigating and solving any potential CCY BTRs
  • Basic Accounting Knowledge with 1-3 years of experience
  • Strong verbal and written communication skills, along with self-confidence in dealing with senior staff
  • Technical aptitude – Proficient in Excel and Business Objects
  • Must be organized in order to handle multiple tasks, shifting priorities, and function as part of a team with shared responsibilities
  • Independent worker who will ask questions, provide feedback, and accept change where appropriate
99

CIB F&bm-business Manager Investment Banking Germany Resume Examples & Samples

  • As trusted advisor to the GIB Business head and SCOs of the regions in all aspects; strategy, control, people and financial performance
  • Help communicate the business strategy, performance and priorities
  • Help manage business risk by ensuring an effective control environment across the regional franchise
  • Build effective relationships and work closely with F&BM colleagues
  • Oversight for monthly and ad-hoc performance reporting, incl. revenue and market data analysis
  • Preparation of periodic and ad hoc business performance presentations/reviews
  • Provide assistance to front office with the client on-boarding process (i.e. Sponsorship, KYC)
  • Key Point of contact for ensuring business adherence to deal controls
  • Partner with technology to support bankers in best practice usage of iBanker, iMeet, iMemo and Dealworks
  • Partner with all corporate functions in their interaction with the IB business
  • Enthusiastic, self motivated and effective under pressure
  • Understanding of Investment Banking and Capital Markets products
100

IB VP-healthcare Investment Banking Resume Examples & Samples

  • Work on multiple projects and transactions at any given time
  • Play a critical role as the project manager on many teams; help to manage the deal process from origination to execution
  • Involved in both corporate finance (debt, public and private equity) and M&A
  • Manage the analytical product created for clients
  • Train and mentor the junior staff
  • Participate on teams and firm service (including recruiting, performance reviews, mentoring, and firm committees)
  • Must have four to seven years’ experience in investment banking or related field
  • Prior experience in Healthcare a plus
  • Must exercise good judgment in assessing risks and rewards of new business opportunities
  • Significant exposure to the public financing and M&A transaction analytics and processes
  • Strong ability to work in an entrepreneurial culture
  • FINRA licenses
101

VP, Healthcare, Investment Banking Resume Examples & Samples

  • M&A Execution: Working intimately with clients, senior-level team members and outside professional advisors (consultants, lawyers, accountants) on acquisitions, divestitures and special situations (Board advisory, takeover defense, fairness opinions) transactions
  • Equities and Debt Execution: Working closely with our clients to guide them through the capital raising process, including leading due diligence and drafting sessions and preparing them for an equity or debt offering
  • Existing and New Client Relationship Management: Generating and presenting transaction and corporate development opportunities
  • Team Player contributing to the success of Citigroup’s Global Health Care Team: Contributing to all facets of the team’s continued growth, including identification and development of best practices, new client development, mentorship and training of new junior professionals and being a positive culture carrier with in the team
  • Significant investment banking experience at a recognized investment bank although we will also consider those with industry experience in the life sciences sector; Health care sector experience will be viewed favorably but is not a requirement An excellent academic background; MBA or MD degree preferred but not required
  • Superior analytical, quantitative and financial modeling skills
  • Fluent in accounting and finance with deep knowledge of Investment Banking methodologies
  • Ability to think strategically and creatively identify industry trends and provide strategic insight
  • Excellent mathematical, writing, interpersonal , communication and technical (computer) skills
  • Ability to exercise judgment, prioritize tasks and work on multiple engagements
  • Superior client interaction skills and commitment to serving the client
  • Experience managing junior team members
  • Team player with high integrity and self-motivation
  • Ambition, motivation and drive to succeed in a fast-paced, global institution and leverage the franchise to deliver superior results to the firm
102

Analyst Investment Banking Resume Examples & Samples

  • Provide analytical execution support on M&A assignments
  • Create financial valuation models to assess earnings, dividend and credit impacts of deal structures
  • Market and financial analysis including market comparisons, pro forma financial modeling and valuation
  • Presenting to Scotiabank’s corporate clients
103

Compliance Officer, Investment Banking Resume Examples & Samples

  • Provide compliance advice with regards to the structuring and execution of IBD transactions
  • Advise the Investment Banking and Research departments on general compliance matters, ensuring the businesses internal policies and procedures, along with regulatory requirements are adhered to
  • Day to day compliance advisory services, covering ECM, DCM, etc.
  • Monitoring and review of business compliance with relevant policies and procedures
  • Participate in maintaining the firms information barriers, through the management of the firm's Watch and Restricted Lists and chaperoning communication between the Private and Public sides of the business
  • Private side compliance experience, either within IDB, Research or the Control Room
  • Prior experience of providing compliance advice to the business
104

Associate Director Investment Banking Resume Examples & Samples

  • Significant role in M&A and equity capital raising transaction origination and execution, including idea generation, acquisition and corporate finance financial modeling, analysis and review
  • Relationship development with clients, including pitch development, client meetings and regular contact and interaction
  • Acts as project manager for engagement contracts, including full responsibility and accountability for execution, oversight of junior resources and completion of mandates
105

Analyst, Investment Banking Resume Examples & Samples

  • Assist in executing all facets of the group’s mandates
  • Valuation work including discounted cash flow modelling, comparable companies analysis and precedent transactions analysis. Modelling skills will need to encompass building operating models, merger models and, where relevant, LBO modelling
  • Must develop an ongoing current awareness of activity, trends and developments in the sector, as well as the corporate and investment banking market
  • Analysts are responsible for both quantitative and qualitative data analysis and industry research
  • Maintaining group’s databases on a current basis
  • Assist in preparing extensive written documents including presentation materials, information memoranda and company information documents
  • Analysts also play a key role in the preparation of client proposals and pitchbooks
  • Must be able to travel on short notice and be absent from the office for periods of time
  • Must be able to accept flexibility in required personal time commitments to complete work assignments
  • The role of an analyst is challenging and fast-paced. It requires dedication, passion for the industry and a very solid work ethic
  • Working knowledge of financial services and the investment banking industry
  • Candidate to have experience in creating business development proposals
  • Excellent writing skills, incorporating the ability to explain detailed financial and statistical analyses
  • Superior numeracy and analytical and quantitative skills
  • Fluent English and Mandarin language capabilities
106

CIB F&BM NA Energy Investment Banking Resume Examples & Samples

  • Business management
  • Assist with all business reviews including quarterly business performance reviews, target deal reviews, global industry reviews, credit reviews, Friday weekly client meeting, etc. Business insight, organizational skills and strong communication skills are necessary in order to add value to the review process
  • Assist with ongoing client management including: account planning, ownership/administration of all data in client management systems (e.g., Client Central, client sponsorship/KYC), account coverage and assignments, GCB/CB/Mid Cap coordination etc
  • Assist with/analyze competitive reporting including league tables, wallet share, target deals
  • Assist with people management agenda including review processes, productivity reporting (e.g., call tracking, scorecards and iNTENSITY), MD and other group meetings and communications
  • Assist with numerous annual ad hoc reporting/analysis strategic projects, both within DI and also for the broader coverage population
  • Assist with/coordinate various marketing/events including DI focused events and other broader corporate events (e.g., CEO/CFO forums, US Open Tennis, Board Summits, charity events)
  • Assist with/enforce Compliance and Controls agenda – policy communication, rules adherence, registration and training follow-up, annual compliance updates and general queries
  • Finance
  • Financial responsibilities including budgets, forecasting, revenue reconciliation and reporting, pipeline, expense management (managing exceptions, communication of policies), departmental invoices, etc
  • Market Data review and coordination of existing and new contracts
  • Project representation/ownership of broader business deliverables (e.g., regulatory requirements, technology workstreams, strategic analyses)
  • Day to day general ad hoc queries
  • Associate with business management, finance or related experience
  • Strong analytical skills and detail oriented
  • Track record of independent initiative, ability to prioritize
  • Experience and familiarity with Investment Banking products very helpful
107

Associate, Tech M&A, Investment Banking Resume Examples & Samples

  • Creating financial analyses (build financial models, valuation analyses, merger modeling, corporate finance solutions, etc.)
  • 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
108

VP, Tech M&A, Investment Banking Resume Examples & Samples

  • 6+ years of experience in the financial services industry, specifically within Banking
  • Strong credit, negotiations, communications, sales, analytical and organizational skills
  • Experience with large corporate clients, capital raising and M&A transactions
  • Strong work ethic, high energy level, able to work independently and think strategically
  • Master's degree in Business Administration or alternatively 6+ years in a similar role at prior investment banking institution
109

Director, Investment Banking Resume Examples & Samples

  • Regular contact with peers and senior management primarily within their business unit
  • Regular contact with product groups such as Equity Capital Markets, Credit Capital Markets, Debt Capital Markets, Mergers & Acquisitions, Foreign Exchange, Derivatives, etc
  • Senior client representatives (Treasury, Finance, Corporate Development) of coverage firms to develop and maintain effective and productive working relationships
  • Previous corporate finance/investment banking experience combined with completion of an MBA, CA, CFA, preferred. LL.B with an undergraduate degree in business will also be considered
  • Well-developed analytical skills evidenced by an ability to define what drives outcomes, to surface potential alternative hypotheses and to test alternatives using insightful analysis
  • Detailed working knowledge of the industry and market to assess impact of market conditions
  • Basic knowledge of all related legislation and regulatory requirements in order to advise clients effectively
  • Extremely dedicated and motivated individual with high career aspirations. Must be capable of assuming high levels of responsibility for assignments to be completed within short time frames
  • Well-developed interpersonal and relationship building skills in order to develop, manage and leverage relationships with clients, and internal and/or external business partners
  • Well-developed presentation skills evidenced by ability to be a focused, confident and persuasive presenter
  • Strong technical skills as it relates to basic computer applications (Excel, Word, PowerPoint), industry technology (Bloomberg) and applicable software
  • Well-developed written and verbal communication skills sufficient to provide detailed explanation and interpretation of factual and conceptual information and ideas related to complex technical and conceptual issues
  • Unquestioned professionalism, ethics and reputation and proven ability to exercise strong independent judgment when making business decisions and/or representing CIBC World Markets
110

Associate Oil & Gas, Investment Banking Resume Examples & Samples

  • MBA + >one year of experience or Undergraduate Degree in Business (Accounting, Finance, Econ) or Technical Sciences (Engineering, Physics) + three of Ibanking experience
  • Strong team player; motivated self-starter
  • Desire to be part of close-knit group operating in an intensive environment
  • MBA, MA in Accounting, CFA, CPA, JD or equivalent
  • 3+ years investment banking experience in an industry group
  • Series 79 & 63 (within six months of employment)
  • Financial modeling Analytical acumen
  • Analyzing and synthesizing data
  • Strong communication skills (verbal and written)
  • Team player with competitive drive to win
  • Strong task prioritization skills
111

Investment Banking Product Controller Resume Examples & Samples

  • Manage a team of three professionals
  • Supervising the P&L production for the Equity and Debt Capital Markets businesses
  • Complete monthly Net Revenue reconciliation identifying the differences between the General Ledger and the P&L reporting systems. Producing commentary and required substantiation documentation
  • Managerial Experience
112

Associate, CEE Investment Banking Coverage Resume Examples & Samples

  • Typical work encompasses a mix of execution and client coverage including: financial analysis, financial due diligence, process management and client deal team interaction
  • Required to co-ordinate and work with all other product, geography and industry teams, including: M&A, Leverage Finance, Debt Capital Markets, Equity Capital Markets and Risk Solutions Group
  • Broad engagement across teams / groups, for example: M&A, Leverage Financed, Financial Sponsors, DCM, ECM, Structured and Risk solutions (e.g., IR or FX derivatives)
  • Experience of working within Investment Banking, Corporate Finance, Transaction Services or boutique advisory firm
  • Appetite and ability to focus on a variety of sectors and products
  • Cultural affinity and genuine interest to understand regional issues and business landscape in Emerging Europe
  • Distinctive academic record
  • Outstanding analytical skills, including ability to perform data analysis, mastery of complex financial models, raise questions and draw conclusions
  • Strong communications skills and ability to build relationships, share information and confidently interact with clients and banking professionals
  • Ability to anticipate client needs
  • Willingness to take ownership and drive processes forward and coordinate multiple projects effectively
  • Develops and trains junior team members with ability to effectively review work and provide guidance and proactively participates in others' career progression
  • Willingness and ability to work in a project based environment with tight deadlines and as part of a broader team
  • Ability to have a positive impact on the wider groups workload,
  • Practice a high degree of integrity and professionalism
113

Cib-regional Investment Banking Resume Examples & Samples

  • Assist regional leadership with day-to-day management of client coverage
  • Analyze the market and financial position of client companies and competitors
  • Market, structure and execute corporate finance deals, including mergers and acquisitions, divestitures, spin-offs and debt/equity financings
  • Develop models, consisting of financial statements and data, as well as required key outputs, using discounted cash flow, merger, accretion/dilution, leveraged buyout, comparable company, comparable transaction and sum-of-the-parts analyses
  • Conduct due diligence on companies in connection with the valuations for merger and acquisition transactions and/or securities offerings
  • Develop and manage junior resources in various project environments
  • Experience in Investment Banking Coverage, M&A or Capital Markets via Internship or Full-time position is strongly preferred
  • Candidates must be adaptable and have the ability to work well under pressure in a demanding environment
  • Skills required: Must have prior experience with financial modeling; in addition, must have strong proficiency in FactSet and CapIQ as well as MS Excel, PowerPoint, Word and Outlook
114

CIB F&BM NA Technology Investment Banking Resume Examples & Samples

  • Drive the strategic agenda of the Technology Industry head across the firm. Ensure execution of key initiatives and analysis
  • Work directly with industry and sector heads on quarterly business performance reviews, monthly sector reviews, target deal reviews, global industry reviews/offsites, credit reviews, weekly meetings, etc
  • Create and analyze competitive reporting including league tables, wallet share, target deals, deals done away
  • Drive all Technology IB financial reporting including: 2016 budget, quarterly/monthly forecasts, revenue reconciliation and reporting, pipeline, expense management (managing exceptions and budget)
  • Manage Tech IB’s people agenda including headcount planning, review processes, productivity reporting (e.g., call tracking, scorecards), MD evaluations and other group meetings and communications
  • Assist with ongoing client management including: account planning, overseeing data in client management systems (e.g., Client Central, client sponsorship/KYC), account coverage and assignments, GCB/CB/Mid Corporate coordination
  • Coordinate with Office Management function on the delivery of all administrative assistant, technology, real estate, operational and other services to the banking teams
  • Partner with finance teams for market data review and coordination
  • Coordinate numerous high level ad hoc reporting/analysis strategic projects
  • VP/ED with business management, finance or related experience
  • Strong analytical skills and detail-oriented
  • Track record of independent initiative, ability to prioritize
  • Comfortable working in influencing role
  • Team-oriented, collaborative and extremely flexible
  • Good organizational and project management skills (ability to coordinate across multiple organizations and priorities)
  • Ability to think/act strategically
  • Experience and familiarity with Investment Banking products very helpful
115

Cib-global Investment Banking Consumer VP Resume Examples & Samples

  • Understudy an Executive Director or Managing Director on certain accounts or transactions, depending on the size and complexity of the client or transaction
  • Begin to develop a set of defined projects for new business development
  • Experience in Investment Banking post MBA; Consumer coverage experience is required
  • Very strong financial modeling / valuation and analytical skills
  • Ability to comfortably interact with business clients and management
  • Ability to multitask several projects
116

IB VP-telcom Investment Banking Resume Examples & Samples

  • Work on multiple projects and transactions at any given time
  • Play a critical role as the project manager on teams; help to manage the deal process from origination to execution
  • Involved in both corporate finance (debt, public and private equity) and M&A
  • Manage the analytical product created for clients
  • Train and mentor the junior staff
  • Must have five to seven years’ experience in investment banking or related field
  • Must have significant exposure to M&A transaction analytics and processes
  • Strong ability to work in an entrepreneurial culture
  • FINRA licenses
117

Investment Banking Counsel Resume Examples & Samples

  • Acting as a senior lawyer in the team responsible for supporting Credit Suisse's investment banking division in Asia-Pacific. This involves activities undertaken across the region, including Hong Kong, PRC, Singapore, Malaysia, Korea, Thailand, Philippines, Taiwan, India, Japan, Australia, New Zealand and others
  • Providing legal advice with respect to Credit Suisse's investment banking business, comprising corporate advisory / M&A, debt capital markets and equity capital markets. This includes assistance in preparing, reviewing and negotiating engagement letters and indemnities, confidentiality undertakings and transaction-specific documentation (in conjunction with external counsel where relevant)
  • Providing assistance and advice on legal issues arising out of activities undertaken by the investment banking franchise
  • Managing the firms' briefing of matters to external counsel, and responsibility for ensuring the quality of those services
  • Helping to supervise support provided to IBD business by paralegal team in Pune
  • Working closely with IBD Compliance, APAC Control Room and with peers in ACG and CCG teams (both within and outside of the region) as appropriate (including for example, participation in new business initiatives)
118

Analyst, Investment Banking Resume Examples & Samples

  • Undergraduate degree in a (mining) sector related or business-related discipline
  • Knowledge of business, economics and/or finance acquired through education and experience
  • Working knowledge of financial services and the investment banking industry; mining sector experience (working in industry, or in a financial services business serving the industry) preferred, but not essential
119

Application Architect Investment Banking Resume Examples & Samples

  • Help define the architectural vision for the IB
  • Provide capital markets SME, engineering and architectural assistance to project teams across the IB
  • Influence the evolution of the firm’s definition of its business capabilities, and the corresponding business and logical architecture
  • Motivates application landscape management to reduce complexity and cost and to increase business agility for the IB
  • Work with the wider architecture community to promote the IT strategy and architectural vision
  • Engage in key programs and projects with the business lines in a variety of ways, from large program architecture reviews to secondment to engineering team for key project delivery
  • Multi-year experience within capital markets, with a number of areas of deep SME
  • A technical background, being able to understand code, and provide technical advice to development teams
  • Multi-application IT management, or multi-application architecture experience
  • A consultative capability and be a high energy self-sufficient individual, able to develop relationships and communicate effectively at senior and junior levels within the firm
  • Aware of industry and technology trends, the regulatory landscape and emerging technology to be able to help define the vision and strategy of architecture
  • LI-DM1*
120

Compliance Director Investment Banking Resume Examples & Samples

  • Managing the local Banking Compliance team and overseeing the Australian Control Room
  • Supporting the compliance programme include regulatory risk assessments, establishment of policies, performing training and executing compliance testing (as needed)
  • Interacting with regulators including handling of regulatory enquiries, exams and investigations
121

Investment Banking Controller Resume Examples & Samples

  • Client billable expense management
  • Liasoning with bankers to review billlable expenses
  • Create invoice to bill expenses
  • Receivable account aging management
  • Write off unbillable expenses / uncollectable bills
  • Balance sheet management
  • Strong Microsoft Excel skill
  • Attention detail, accuracy, with attitude towards maintaining tight control environment
122

Director, Investment Banking Resume Examples & Samples

  • Previous corporate finance/investment banking experience combined with completion of an MBA, CA or CFA, preferred
  • Basic knowledge of all related legislation and regulatory requirements in order to either advise clients effectively
  • Unquestioned professionalism, ethics and reputation and proven ability to exercise strong independent judgment when making business decisions and/or representing CIBC Capital Markets
123

Investment Banking IT Operational Risk Resume Examples & Samples

  • Be front-to-back facing, from coordinating with the Business Heads, to discussing solutions with IT development and support teams, both regionally and globally
  • Be delivery focused. We support Investment Banking IT to deliver all our control commitments on time and to the appropriate level of quality
  • Be flexible and show resolve in navigating complex regulatory challenges and deliverables
  • Lead Investment Banking IT through complex control commitments
  • Be a change agent as we seek to further embed control culture
  • Drive initiatives to discover, maintain and report on new and existing risk matters across APAC Investment Banking IT
  • Advise on and challenge control matters as needed
  • Represent APAC Investment Banking IT in control matters in global, regional and individual initiative discussions
  • Be open to change over time as we in turn adopt our strategy to meet ever-changing control and regulation landscape
  • LI - CSJOB*
  • Proven senior stakeholder experience
  • Solution and delivery focus
  • Control-culture mindset
  • Relevant control and risk qualifications such as CISSP, CISA, CISM
  • Financial background qualifications such as ACA, CPA
124

CIB F&bm-na Investment Banking Resume Examples & Samples

  • 5-6 years of relevant experience in Finance/Business Management
  • Track record of independent initiative, ability to prioritize and troubleshoot issues
  • Comfortable working in influencing role
  • Team-oriented, collaborative
  • Organizational and project management skills (ability to coordinate across multiple LOBs and a broad array of tasks)
  • Ability to think/act strategically
  • Experience and familiarity with Investment Banking and Structured products very helpful
125

Investment Banking Coverage Associate Director Resume Examples & Samples

  • Building and sustaining relationships with both internal and external clients as well as focusing on identifying and tailoring solutions for clients' needs through in-depth analysis
  • Building advanced financial and valuation models
  • Preparing client presentations in PowerPoint for both marketing purposes and live transactions
  • Working closely with colleagues both within the team and with other teams both in the Investment Bank as well as across the UBS Group
  • Working with integrity and collaboratively; positively challenging the status quo as well as demonstrating flexibility, and being able to adapt to changes in methods, approaches and objectives
  • Series 7, 63, 79
126

Investment Banking Director Resume Examples & Samples

  • Building and sustaining relationships with both internal and external clients as well as focusing on identifying and tailoring solutions for clients' needs through in-depth analysis
  • Building advanced financial and valuation models
  • Preparing client presentations in PowerPoint for both marketing purposes and live transactions
  • Working closely with colleagues both within the team and with other teams both in the Investment Bank as well as across the UBS Group
  • Working with integrity and collaboratively; positively challenging the status quo as well as demonstrating flexibility, and being able to adapt to changes in methods, approaches and objectives
127

Cib-regional Investment Banking Coverage Resume Examples & Samples

  • Cover the clients within the Northeast region
  • Work independently, producing high quality work by leveraging and accessing the Firm
  • Develop a set of defined projects for new business development
  • S/he will also have strong technical skills, such as
128

Associate, Consumer Investment Banking Resume Examples & Samples

  • Lead due diligence and other meetings with client management; design and prepare key transaction materials including valuation analyses, offering memoranda, and management presentations
  • Previous investment banking experience
  • Undergraduate Degree in Business (Accounting, Finance, Econ) or Technical Sciences (Engineering, Physics)
  • Exceptional critical thinking and problem solving ability
  • Desire to be part of close-knit group operating in an intensive environment
129

Investment Banking & Enterprise Digital Tech BA Resume Examples & Samples

  • Close collaboration with the Product owners and user representatives to determine business requirements, including the identification of any potential issues or functional omissions; define and document the business requirements in an Agile-friendly format
  • As part of agile team, coordinate sessions with the tech lead to define a solution; discuss and model the solution as User Stories including specific data needs
  • Act as a integration lead between backend and front end developers
  • Communicate and collaborate between the infrastructure, development and business groups
  • Coordination and execution of User Acceptance testing (UAT)
  • Manage the teams Agile process, progress reporting, identification and management of issues/risks and communications as well as documenting and storing required artifacts
  • Degree in computer science or related field with emphasis on technology preferred
  • Working experience in financial industry, especially Investment Banking Compliance and Regulatory business
  • Good technical knowledge, and ability to leverage knowledge of specialists as required
  • Knowledge of the HTTP protocol, JSON, XML
  • Knowledge of Service Oriented Architecture
  • Overall understanding of web architectures
  • Sharp, quick, aggressive ability to deal with business and system problems
  • Adept at consolidating multiple sources of information to prepare a clear and concise view for senior stakeholders
130

Investment Banking & Capital Markets Resume Examples & Samples

  • Work within IBCM Finance team on financial reporting and analysis projects
  • Review and reconcile data across different sources, applying judgment to create reports
  • Track revenue and work with the business groups to get updated information on a regular basis
  • Prepare weekly, monthly and quarterly reporting and analysis on IBCM financials
  • Execute weekly reports for the business heads
  • Work across all systems and database to ensure consistency and accuracy of data
131

Associate, Investment Banking Resume Examples & Samples

  • Minimum of 3 years of prior work experience in Investment Banking or Corporate Banking. Completion of an MBA, CA or CFA, is an asset
  • Excellent analytical ability including demonstrated knowledge of valuation techniques and practices, including cash-flow analysis
  • Bilingual in French and English is required (oral & written)
  • Extremely dedicated and motivated individual with high career aspirations. Must be capable of assuming significant levels of responsibility for assignments to be completed within short time frames
  • Excellent interpersonal and presentation skills, to actively participate in developing and maintaining productive client relationships
  • Demonstrated job commitment including a willingness to work, as well as personal flexibility and adaptability in order to meet client deliverables and timelines
132

Analyst, Investment Banking Resume Examples & Samples

  • Undergraduate degree in finance, economics, engineering or another complementary discipline. Current enrollment or completion of the CFA program is an asset
  • At least 1-2 years experience of relevant Investment Banking experience
  • Bilingual in French and English is required (oral and written)
133

Analyst, Global Investment Banking Resume Examples & Samples

  • To assist the team in the marketing and execution of transactions with clients in M&A, ECM/DCM and other Investment Banking Products
  • Work in close co-operation with the mining teams in London, Toronto, Vancouver and Sydney
  • Work in close co-operation with the Oil & Gas and Energy teams in London, Calgary, Houston and Sydney
  • Work in close co-operation with the infrastructure/transport team in London
  • To co-ordinate with Beijing for client related activities as assigned
  • Assist with translation, market research and other paper work as needed
  • Hong Kong SFC registered/Approved person
  • Previous proven relevant experience within the relevant sectors
134

Coo-investment Banking It-regional Compliance Management Resume Examples & Samples

  • Be facing Product line leads, IT development and support teams, both locally and regionally
  • Be delivery focused. We support Investment Banking IT to deliver all our compliance commitments on time and to the appropriate level of quality
  • Be flexible and show resolve in navigating complex challenges and deliverables
  • Be a change agent as we seek to further embed compliance culture
  • Drive initiatives to discover, maintain and report on new and existing compliance matters across APAC Investment Banking IT
  • Advise on and challenge compliance matters as needed
  • Represent APAC Investment Banking IT in compliance matters in global, regional and individual initiative discussions
135

Business Unit Compliance Officer Investment Banking Resume Examples & Samples

  • Ensures OGCP policies, processes and procedures comply with the Legal Regulatory Compliance Risk Management (“LRCRM”) Policy, the Global Compliance Manual (“GCM”) and supporting operating guidelines are established, executed and reviewed periodically
  • Ensures the scope of their OGCP incorporates current AUs
  • Conducts and assess Operating Group Regulatory Compliance Risk Assessments
  • Identifies, assesses the severity of, report and lead/oversee remediation of Compliance Issues currently impacting, or with the potential to impact, the effectiveness of the OGCP
  • Monitors and report on the resolution and closure of Compliance Issue action plans
  • Advises the Operating Group Leader (“OGL”) and the Compliance Group when they become aware of Compliance Issues, changing regulations, new and/or changes to existing products/offerings, acquisitions, and other change management due diligence activities which may impact the operation of the OGCP and/or Operating Group Regulatory Risk Profile
  • Provides advisory guidance to assigned business units regarding the impact, risks and the mitigating controls required to meet new or existing regulatory requirements
  • Demonstrated leadership
  • Relationship management
  • Understanding of the regulatory and compliance requirements applicable to the assigned AU(s). Solid knowledge of the Broker Dealer and Banking Regulations, which include but not limited to SEC, FINRA, OCC, FRB, CFTC, IIROC, OSFI etc. Knowledge of Trading Products, Investment Banking and Corporate Banking Regulations a plus
  • Strong relationship management skills; ability to establish and manage multiple stakeholder relationships with the business, within the three lines of defense and with corporate support functions
  • Proven project leadership capabilities and an ability to coordinate the efforts of people and resources not under their direct control
136

Cib-regional Investment Banking Coverage Resume Examples & Samples

  • Ability to Market, structure, and execute corporate finance deals, including merger and acquisitions, divestitures, and spin-offs
  • Oversee the development of supporting Associates and Analysts on deals
  • Minimum experience required: 8 years of experience in Investment Banking Coverage
  • Minimum education required: Bachelor's Degree or the equivalent in Business Administration, Finance, Economics, Engineering or related. MBA preferred
  • Must have prior experience with financial modeling using recapitalization, merger, leveraged buyout, sum-of-part, and net asset value analyses
  • Strong knowledge in Microsoft Office. Knowledge of JPM tools, models, and processes is highly desired
137

Investment Banking Executive Assistants Resume Examples & Samples

  • Heavy calendar management for multiple executives
  • Mail distribution, arrange couriers, prepare FedEx shipments
  • Coordinate travel (domestic and international)
  • Occasional research assignments pertaining to active projects/deals
  • Follow up with and remind Executives regarding tasks due, company policy and procedures, etc
  • Specialised funds management (including infrastructure and real estate funds)
138

Director of Investment Banking Resume Examples & Samples

  • Bachelor's degree required; Major in business or engineering preferred
  • Minimum of 8 years of investment banking experience
  • Proven ability to originate new business
  • Comprehensive knowledge of corporate finance
  • Possesses established relationships with principals of venture capital firms
  • Ability to convert concepts and opportunities into transactions
  • Ability to originate capital raising and M&A transactions
  • Excellent writing and verbal communication skills
  • Strong interpersonal skills and professionalism
  • Outstanding client service skills
  • Analytical and creative problem solving skills
  • Team player and deadline oriented
  • Ability to multi-task and set workload priorities in a fast-paced environment
  • Ability to communicate clearly, concisely, and in a professional manner
  • Flexibility with extensive travel and hours
139

Investment Banking Summer Internship Resume Examples & Samples

  • Conducting detailed industry research through the use of Capital IQ, Thomson Financial and other information gathering resources to support business valuations, transaction positioning and shareholder value recommendations
  • Preparing business valuations, including discounted cash flow modeling, comparable company and transaction multiple analyses as well as leveraged buyout analysis and other financial models necessary to support deal positioning, negotiation and execution
  • Drafting of detailed descriptive memoranda and presentation material, and marketing materials
  • Maintaining financing source databases to create efficiencies in the deal marketing and execution process
  • Daily interaction with client personnel
  • Providing ongoing analytical support to the deal team throughout the development and execution of the transaction
  • Assisting in the identification of “deal-appropriate” strategic and financial buyers, marketing deals to them and supporting senior bankers in negotiations
  • Compiling relevant due diligence materials as well as actively supervising and monitoring investor access to the materials
140

VP-investment Banking Resume Examples & Samples

  • Prior experience in an investment bank with a deep track record in M&A execution is essential
  • At least 5 years of experience in investment banking/corporate finance
  • Solid financial evaluation and excel abilities
  • Ability to excel in both team and self-directed settings
  • Strong work ethic, detail orientation and a passion for excellence
  • Ability to deliver under time pressure
  • Experience managing and guiding junior team members such as Analysts and Associates
141

CIB F&BM NA Coverage Investment Banking Junior Business Manager Resume Examples & Samples

  • Strong analytical skills and detail oriented
  • Team-oriented, collaborative
  • Organizational and project management skills
  • Ability to think/act strategically
142

Investment Banking Department Resume Examples & Samples

  • Planning and arranging extensive overseas travel arrangements (e.g., visas, flights and accommodation)
  • Telephone cover, lunch cover and assisting/filling in for other support staff
  • Coordinate team activities and events
  • Minimum of 5 years administrative experience
  • Highly proficient in English
  • Well organized, mature, independent and able to work under pressure in a fast-moving environment
  • Professional and service-oriented
  • Enthusiastic team player
  • Flexible and willing to handle last minute changes and issues as they arise
  • Strong work ethic and strong sense of urgency
  • Eager to get involved and fully participate in the team, “can do” attitude
  • Ability to anticipate scheduling conflicts and recommend solutions
  • Time management - ability to prioritize
  • Tactful and good communication skills in dealing with all levels of people
  • Sense of confidentiality
143

Investment Banking Resume Examples & Samples

  • Fluent Arabic and English speaker
  • Knowledge of the Saudi Arabian market
  • Candidate must have completed an undergraduate degree
  • Current experience as an investment banking senior Analyst or Associate
  • Strong communications, multi-tasking and time management skills
144

Investment Banking Divisional Finance Team Analyst Position Resume Examples & Samples

  • Degree in Accounting, Finance or other business discipline preferred
  • Drive, enthusiasm, creativity and excellent interpersonal skills
  • Personal integrity, initiative and leadership qualities
  • Candidate must be proactive, enthusiastic and team oriented
  • Ability and dedication to meet strict and aggressive deadlines
  • Analytical mindset with an eye for details
145

Investment Banking Divisional Finance Team Analyst Position Resume Examples & Samples

  • Reporting weekly, monthly and quarterly performance metrics to divisional leadership, including revenues, expenses, backlog, market share and headcount
  • Drive Business planning and forecasting for IBD (both revenues and expenses)
  • Management and control of the division’s expense base
  • Compensation modeling and margin impact analysis
  • Liaison with IBD business unit CFOs, IBD regional finance teams and Controllers
146

Investment Banking Campus Recruiting Coordinator Resume Examples & Samples

  • Track all hiring data and ensure this data is readily available in order to provide statistical reports to senior management upon request
  • Plan and execute interview days; including creating schedules, procuring space, confirming candidate travel & processing travel expense reimbursement, conducting interviewer sign-up, creating candidate packet, greeting candidates and arranging catering
  • Utilize effective communication and follow-through while acting as a dependable point of contact for recruiters, candidates and hiring managers
  • Build relationships with client teams, and raise issues to other senior members of the recruiting team, to help develop and drive strategy
  • Travel required
  • Proficient in Microsoft Office, including Word, Excel, and PowerPoint
  • Demonstrable evidence of working collaboratively in a team environment
147

VP-investment Banking Resume Examples & Samples

  • Work with Analysts and Associates to prepare compelling pitch books, offering / descriptive memoranda and related materials for M&A and capital raising mandates
  • Solicit prospective investors and buyers for M&A and capital raising mandates
  • Active involvement in client meetings
  • In-depth industrials industry, market and company-specific research
  • Supervise, coach and mentor Analysts and Associates
  • Willingness and ability to travel as necessary (up to 30%)
148

SVP Investment Banking Resume Examples & Samples

  • Develop and strengthen banking relationships with clients in M&A and capital raising, including corporates and private equity
  • Assist in identifying, originating, engaging and completing potential transactions and evaluating associated risks
  • Advise companies regarding strategic and capital markets alternatives
  • Lead teams in developing potential transaction opportunities and executing mandated deals
  • Develop, supervise and mentor staff at all levels
  • Contribute to recruiting and team development
  • Participate in outreach and cross-training with various business units, partners and colleagues of our parent firm
  • A bachelor's degree and at least 8 years of related work experience; or a master's degree and at least 7 years of related work experience
  • Existing Series 7 and/or 79 plus Series 63 securities licenses (in good standing)
  • Proven track record of success and strong, established network of relationships
  • Extensive knowledge with mergers and acquisitions, and capital markets
  • Ability to work directly with clients as the most senior banking team representative
  • Strong experience with both identifying transactions and leading execution
  • Superior understanding of and ability to critique and evaluate financial analysis and modelling
  • Willingness and ability to travel as necessary - up to 30%
149

Investment Banking Resume Examples & Samples

  • Advise companies regarding strategic and corporate finance alternatives
  • Identify business development opportunities through internal and external client relationships
  • Extensive financial analysis, valuation analysis and pro forma financial modelling
  • Identify key issues and potential areas of valuation and transaction risk
  • Prepare / define the scope of work, clear conflicts, prepare budgets and set staffing plans
  • A bachelor's degree and at least 5 years of related work experience; or a graduate degree and at least 4 years of related work experience
  • At least 4 years of investment banking experience working with clients in the (insert industry) industry
  • Strong quantitative and qualitative analytical skills, including the ability to exercise sound independent judgment
  • Excellent interpersonal and relationship-building skills with the ability to develop and maintain relationships at all levels of the organization
150

Director, Industrials, Investment Banking Resume Examples & Samples

  • Ability to identify new business opportunities and suggest solutions to clients within the Industrials franchise
  • Assisting with client development and presentation of new ideas to clients
  • Working on teams (coordinate with team members, assign projects on a deadline)
  • Stay abreast of industry trends and best practices of clients’ competitors
  • Tracking business development
  • Evaluate corporate transactions and their structures
  • Act as a mentor and role model to junior bankers
  • Seasoned investment banking experience at a recognized investment bank
  • Superior client interaction skills and commitment to serving the client
  • Superior analytical, quantitative and financial modeling skills
  • Fluent in accounting and finance with deep knowledge of Investment Banking methodologies
  • Ability to think strategically and creatively identify industry trends and provide strategic insight
  • Ability to exercise judgment, prioritize tasks and work on multiple engagements
  • Team player with high integrity and self-motivation
  • Ambition, motivation and drive to succeed in a fast-paced, global institution and leverage the franchise to deliver superior results to the firm
151

Investment Banking Financial Analyst Intern Resume Examples & Samples

  • Currently completing a BSc/MSc/PhD at a Hungarian higher education institution in Economics, Accounting, Finance, Controlling or similar
  • Interest in the world’s financial markets
  • Ability to meet tight reporting deadlines, pro-active attitude
  • Team-player
152

Investment Banking Resume Examples & Samples

  • Prepare financial models
  • Research pursuing industries and/or companies to be used for prospective buyers lists
  • Prepare compelling presentations and pitch books
  • Contact with potential buyers, financial institutions, and clients
  • Supervise, coach and mentor Analysts
  • A bachelor's degree and at least 2 years of related work experience; or a graduate degree and at least 1-2 years of related work experience
  • Experience working with clients in the (insert industry) industry
  • Existing Series 7 and/or 79 plus Series 63 securities licenses (preferred)
  • Experience working in investment banking
  • Strong working knowledge of Excel to develop financial models
  • Efficient use of research databases
  • Excellent interpersonal and relationship-building skills
  • Willingness and ability to travel as necessary
153

Campus Recruiter, Investment Banking Resume Examples & Samples

  • Own and manage the recruitment program for full-time and summer Investment Banking Analysts at 5 - 8 target schools
  • Develop, manage and grow the relationships with school teams and career services to facilitate the recruiting process
  • Ability to operate in a fast-paced, entrepreneurial environment
154

CIB F&bm-n.a Investment Banking Coverage Resume Examples & Samples

  • Drive strategic agenda and deliverables across the firm for group heads, senior management, and F&BM. Ensure execution of key initiatives and provide relevant analysis for decision making
  • Work directly with industry and sector heads on quarterly business performance reviews, sector reviews, target deal reviews, global industry reviews/offsites, credit and balance sheet reviews, weekly meetings, etc
  • Manage the people agenda including: headcount planning, optimize org structure, evaluation processes, productivity reporting, , group meetings and communications
  • Drive best practices and help ensure adherence to firm policies. Coordinate with relevant partners to ensure proper communication, execution, escalation, and follow-up
  • Assist with ongoing client management including: account planning, account coverage reviews, coordination with GCB, CB, Regional IB, global TMT and other industry teams
  • Senior VP with business management, finance or related experience
  • Solid track record of supervisory and management experience
  • Strong analytical skills and detail-oriented; ability to synthesize information quickly
  • Strong interpersonal, partnership and collaboration skills
  • Proactive, independent initiative, ability to prioritize, strong organizational and project management skills
  • Ability to influence and act as counterweight to senior management, bankers and partners
  • Ability to adapt and embrace changes in business and F&BM organizations
  • Experience and familiarity with Investment Banking products and industries
155

Investment Banking Valuation Analyst Resume Examples & Samples

  • Higher degree in economics, finance, mathematics, sciences, or other engineering disciplines preferable
  • 2-3 years of experience in a Valuation, Risk or Product Control related function covering Equities derivatives
  • Strong oral and written communication skills in English, with the ability to discuss and explain pricing concepts
156

CIB F&bm-global Investment Banking Product Controller Resume Examples & Samples

  • Analysis of deal related documentation for validation of treatment of associated revenue and expenses
  • Ensure invoicing, tracking of aged receivables, reserves and write-offs are executed in accordance with Global Client Billing procedures and play a pivotal role in the execution of the broader global billing agenda
  • Focus on global billing strategy ensuring continuous improvement of processes and technology solutions
  • Accountable for compliance with all internal P&L, Legal Entity and Product Control standards as well as all applicable corporate accounting policies
  • Execution of control framework agenda, including SOX, RCSA and New Business Initiative Approvals
  • Strong finance background highly preferred
  • Excellent technical skills in Microsoft Office Suite, including extensive experience using PowerPoint to create polished Executive Reports
  • Advanced communications and presentation skills; ability to interface with all levels of employees
  • Bachelors Degree in Finance/Accounting or 6+ years related business experience required
157

Investment Banking Compliance Officer Resume Examples & Samples

  • Draft, update, and implement relevant policies and procedures
  • Assist the business in implementing and documenting various supervisory/control mechanisms
  • Interact with federal and state regulators
  • Perform testing and monitoring of compliance with firm policies and conduct risk assessments of the business to ensure effective business control framework
158

Corp-investment Banking Technology Audit Manager Resume Examples & Samples

  • Participate in audit engagements covering the Investment Banking businesses primarily including risk assessments, audit planning, audit testing, control evaluation, report drafting and follow-up and verification of issue closure
  • Ability to document an audit work into a well structured document
  • Certified Information Systems Auditor (CISA), Certified Information Systems Security Professional (CISSP) or equivalent designation considered an advantage
159

Investment Banking Resume Examples & Samples

  • Real Estate M&A background from a leading domestic or international investment bank, with at least two/three years’ experience
  • Exposure to a Corporate M&A team and attitude to work across several sectors. Solid analytical skills and execution track-record
  • Strong experience in generating valuation models and knowledge of real estate valuation methodologies
  • Ability to autonomously prepare client presentations and information packages
  • Exposure to international deals would represent a plus
  • Successful candidates will show ability to work in team, strong problem solving approach, accuracy, flexibility and reliability, as well as dedication and enthusiasm
  • An outstanding academic background and fluency in English are required, and knowledge of an additional European language is encouraged
160

Analyst, Investment Banking Resume Examples & Samples

  • Undergraduate degree in finance, math, economics, engineering or another complementary discipline
  • 1+ year of investment banking experience
  • Familiarity with constructing Excel models to facilitate valuation and financial analysis
  • A strong academic track record
161

Investment Banking Singapore Resume Examples & Samples

  • Keep abreast of company information and the natural resources sector
  • LI-JG1
  • A university degree (masters qualification encouraged) with excellent academic results
  • Three to four years of experience in IBD with a bulge bracket institution
  • A demonstrated background in deal/transaction support
  • Fluency in English necessary, Bahasa Indonesia and/or Thai language capabilities preferred
  • Strong analytical, valuation and modeling skills
  • Highly organized with attention to detail
  • Ability to effectively prioritize and handle multiple tasks under tight deadlines
  • Self-motivated, results-oriented team player with best-in-class professional integrity
162

Executive Assistant, Investment Banking Resume Examples & Samples

  • Provide administrative support to officers and associates
  • Prepare and review materials and correspondence for meetings
  • Prepare, reconcile, and track expense reports through CTE system
  • Enter client call reports in Citivision for client facing bankers
  • Process P2P requests for charitable contributions, business cards, etc…
  • Assist with special projects such as conference planning/coordination
  • Prior experience in the Investment Banking industry preferred
  • Ability to work 8:30am-5:00 pm and be flexible for overtime as needed
163

Associate, Technology Investment Banking Resume Examples & Samples

  • Desire to be part of close-knit group operating in an intensive environment
  • MBA, MA in Accounting, CFA, CPA, JD or equivalent
  • 3+ years investment banking experience in an industry group
164

Investment Banking Resume Examples & Samples

  • Collaborate with experienced colleagues in prominent deals and transactions
  • Create, build and analyze financial models and statements with a high degree of accuracy
  • Keep abreast of company information and the real estate sector
  • Critically evaluate market data to analyze trends and evaluate companies
  • A university degree with excellent academic results
  • One (1) to Three (3) years of experience in IBD with a bulge bracket institution
  • Real estate IBD experience or interest strongly preferred but not required
  • A demonstrated background in deal/transaction support, in particular in mergers & acquisitions
  • Fluency in English necessary
  • Sound knowledge of accounting, financial and operational concepts
  • Commitment to delivery of highest quality work
165

CIB F&bm-corporates Investment Banking Business Manager Resume Examples & Samples

  • As trusted advisor to the head of EMEA Corporates Investment Banking in all aspects of the business; strategy, controls, people and financial performance
  • Key POC for front office and support functions to help identify, facilitate and achieve business objectives and opportunities
  • Drive communication of the business strategy, performance and priorities
  • Proactively and on request provide strategic analysis and reporting to facilitate business progression
  • Ensure the business is aligned with key control and support functions (such as Legal, Compliance, Operations, HR, Audit, Technology, etc)
  • Help manage business risk by ensuring an effective control environment
  • Work closely with M&A Business management team to facilitate development and execution of synergies between the Coverage and M&A strategy, opportunities and client relationships
  • Build effective relationships and work closely with F&BM colleagues (Planning & Analysis, Finance Controllers, Industry/Product business managers, Office Management)
  • Oversight of monthly performance reporting, incl. Revenue, Expenses, SVA and market data analysis
  • Maintenance of the deal pipeline, incl. forecasting exercises and reporting
  • Management of client coverage lists and client reference data across all systems
  • Provide assistance to front office with the client on-boarding processes (i.e. Sponsorship, KYC)
  • Key POC for ensuring business adherence to end-to-end deal life-cycle controls
  • Work with the Senior Business Manager to organise client and business events
  • Events tracking and budget oversight. T&E expense review and exception approval
  • Headcount analysis and reporting
  • Partner with Technology to support bankers in best practice usage of iBanker, iMeet, iMemo, Intensity and Dealworks
  • Manage junior resources as part of the IBC/M&A Business management teams
  • Understanding of Investment Banking and Capital Markets products, systems and processes
  • Strong organisational, project and time management skills; flexibility, ability to dynamically prioritise requests and multi-task in the face of ever-changing and sometimes conflicting demands
  • Strong analytical and numeric skills, understanding of financial statements, excellent attention to detail. Able to analyse large data sets and present conclusions concisely
  • Strong communication skills and ability to build relationships and influence others, across multiple disciplines and across levels of seniority
  • Ability to work well individually and partner effectively within a team
  • Pro-active and problem solving mindset with ability to identify, clearly present and implement solutions
  • Disciplined approach to managing processes and controls with a view to continuous improvements
166

Junior Investment Banking Controller Resume Examples & Samples

  • Revenue recognition and P&L reporting
  • Assist in testing, development and maintenance of IT tools
  • Various ad-hoc reporting requests from the Business Unit
167

CIB F&BM Global Investment Banking Product Controller Resume Examples & Samples

  • Controller contact for Americas ECM
  • Month-end close – ensuring accurate and complete close-out of books & records for the month and resolution of any discrepancies in the results
  • Investigation, explanation and communication of business drivers underpinning significant financial movements and variances for Front Office, Legal Entity Controllers, Corporate Reporting and other IB and Corporate Finance groups
  • Tracking of accounts payables and receivables to ensure close out of outstanding items occurs in line with SEC regulations
  • Managing special projects as requested and developing new MIS processes as needed
  • Strong finance background preferred
168

VP-oil & Gas Investment Banking Resume Examples & Samples

  • Leading teams of Associates and Analysts in the provision of financing and advisory services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching and assisting in the development of Associates and Analysts in the Oil & Gas Group
  • Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses
  • Act as a trusted advisor to clients and prospective clients through relationship development, industry knowledge and capital markets expertise
  • Maintaining frequent and appropriate communications with team members and product partners throughout the firm
  • Eventually begin to assume origination responsibilities in accordance with the strategic direction of the Oil & Gas Group, including but not limited to: identifying and calling on prospects; the creation, analysis and presentation of actionable ideas; and, originating new client mandates
  • Demonstrated ability to manage deal teams
  • Demonstrated ability to work in a time sensitive environment with strong focus and attention to detail
  • MBA preferred but not required
169

Investment Banking Capital Markets Resume Examples & Samples

  • Fulfilling RA and banker information requests, including during evenings and weekends, for among other things
  • Demonstrated academic achievement
  • A basic knowledge of accounting for financial reporting and financial statements
  • Ability to multi-task with solid attention to detail
  • Demonstrated ability to work in a time-sensitive environment
  • A solid can-do attitude and inclination to ask questions when clarity is needed
  • Demonstrated interest in business (companies, industries and corporate transactions), 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 to and spend time in New York for training, and to attend meetings with coverage and product bankers, clients, and rating agencies
170

Senior Accountant Career Opportunity Available With Investment Banking Firm Resume Examples & Samples

  • Manage monthly close and adhere to deadlines
  • Record monthly activity of investment accounts for all entities
  • Coordinate analyses and schedules in the financial package with FP&A team
  • Support the Controller through audits
  • Point person for ad hoc projects
  • CPA or Big 4 public accounting experience highly desirable
  • Minimum 3 years of relevant experience
171

Senior Analyst, M&A Investment Banking Resume Examples & Samples

  • Undergraduate Degree in Business (Accounting, Finance, Business Admin, Economics, etc.)
  • Series 79 & 63 (within eighteen months of employment or 3 attemps)
  • Strong quantitative skills, including financial modeling and financial statement analysis and valuation
  • Quantitatively and financially-oriented, possessing the ability to succinctly express ideas
  • Strong team player with a positive can-do attitude and desire to be part of a close-knit group operating in an intensive and challenging work environment
  • Exceptional critical thinking and problem solving ability
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint and Word)
  • 1 - 3 years experience in investment and/or transactional, deal advisory accounting or consulting
172

Investment Banking Controller Resume Examples & Samples

  • Preparation and control of regular daily, weekly, monthly revenue and expense management reports for the Business Unit
  • Preparation and control of client coverage and country revenue reports for EMEA region for the Business Unit
  • Monthly reconciliation of revenue reporting tools
173

Global Compensation Head Investment Banking & Capital Markets Resume Examples & Samples

  • Owner of Compensation agenda for IBCM, partnering closely with the HRBP for IBCM
  • Partner with and provide deep subject matter expertise to IBCM Senior Management, HR Business Partners, Lateral and Campus Recruiting and IBCM Finance to help drive business strategy
  • Track business needs, competitive pressures, regulatory changes and market trends to ensure IBCMs Compensation policies and processes support IBCMs business strategy while being aligned to the overall HR and CBP&IAM strategy
  • Mitigate risk and ensure appropriate governance models are established and executed within IBCM
  • Manage the annual mid-year and year-end salary and bonus review process for IBCM
  • Participate actively in executive management meetings / HR management sessions and other governance forums as needed
  • Participate in numerous compensation projects, initiatives, and policies regarding bank-wide issues
  • Manages teams of around 3 members to ensure consistency and quality of work, career paths, and succession planning
  • LI-JG1*
  • Significant, hands-on experience, aptitude and leadership within Compensation of a global Financial Services firm, including the development of innovative integrated strategies, policies, programs, and plans
  • Deep understanding of Compensation strategies and the pertinent regulatory environment in order to meet ambitious business objectives fully in line with all rules and regulations
  • Strong business acumen with a strategic perspective
174

Associate, Global Investment Banking Resume Examples & Samples

  • Conducts financial analysis, both for existing clients and on new infrastructure financing opportunities, with an emphasis on financial modeling and valuation
  • Researches and analyzes information and drafts transaction/mandate proposals in conjunction with Directors, Executive Directors and/or the Managing Director
  • Works effectively with other associates and analysts to ensure work quality and deadlines are met
  • Establishes and maintains contact with clients throughout the transaction due diligence process
  • Assists in analyzing, structuring, and negotiating new infrastructure M&A and PPP transactions
  • Assists in preparing client presentations/pitches
  • Liaises with other units/product groups within CIBC in preparing infrastructure reviews and proposals for clients’ financing needs
  • Ensures that recommendation and opinions offered to clients are in compliance with legislation and at all times maintains the professional standards and policies of CIBC
175

Investment Banking Valuation Controller Resume Examples & Samples

  • Monthly price verification to ensure positions are marked correctly in the firm’s books and records
  • Liaising with different internal/external parties to provide a truly professional, independent analysis
  • Preparing summaries on review results for senior finance executives and the Trading Desks
  • Developing and standardizing the existing price verification processes and control framework
176

Investment Banking Japan Lawyer Resume Examples & Samples

  • Work as a part of the deal team to support seniors in deal origination and execution. Contribute to the production of presentation materials, prepare transaction documents, conduct due diligence and perform market research
  • Develop and sensitize financial models
  • Provide project management support to senior team members
  • Understands firm's approach and policies for managing risks in relevant business and applicable legal and regulatory rules, and follows policies
  • Registered lawyer of Japan Federation of Bar Associations
  • Currently practicing at one of the law firm in Japan
  • Has strong accounting, finance, quantitative and business writing skills
  • Has business level English skills
  • A well-rounded academic background from a top tier educational institution
  • Have prior working experience covering investment banking deals
  • Understands transaction cycle and the steps in the process and is execution oriented
  • Understands the different types of risk and can discuss in detail ways of managing these risks
  • Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
  • Self-directed, highly motivated, and able to work independently
177

Associate Investment Banking Resume Examples & Samples

  • Applying product and capital markets knowledge to help clients achieve their financial objectives
  • Financial and written analysis of companies and industries, including the development of valuation models, pro-forma financial statements and comparable company analysis, etc
  • Generally supporting client pitch and deal execution efforts
  • Conducting industry and company-specific due diligence related to transactions
  • Minimum two years of work experience in a relevant field. Considered an asset to have previous investment banking experience or Industry related experience
178

Analyst, Investment Banking, Poland Resume Examples & Samples

  • Creating and analysing financial models with a high degree of granularity Gathering market data to analyse trends and help value companies and transactions
  • Creating, drafting and taking ownership of presentations and memoranda for a wider audience both internally within the firm as well as externally
  • Strong academic background and the equivalent of a top class undergraduate degree from a leading university
  • Fluent in Polish and English; ability to communicate effectively in multiple languages is helpful
  • You are a results-driven team player who performs well under pressure and against tight deadlines
  • You articulate complex ideas and summarise effectively
  • Strong understanding of professional ethics and regulatory environment
179

Associate, Mid Market Investment Banking Resume Examples & Samples

  • Assist Managing Director, Executive Director and Director in executing all facets of the group’s mandates
  • Prepare in-depth financial models of acquisitions and recapitalizations
  • Valuation of businesses using comparable company trading analysis, precedent transaction analysis, discounted cash flow analysis and other industry metrics
  • Must develop an awareness of M&A activity, trends and developments in the global market
  • Responsible for both quantitative and qualitative data analysis and industry research
  • Maintain the group’s databases on a current basis
  • Assist in preparing extensive written documents including business development proposals, confidential information memorandums and broadcast memorandums
  • Play a key role in the preparation of client proposals and pitchbooks
  • Assist Managing Director, Executive Director and Director on business development calls as required
  • Peers at other financial institutions, private equity groups, industry associations, and other professionals on a regular basis to promote CIBC’s interests and maintain knowledge of their area of specialization
180

Investment Banking Compliance Test Manager Resume Examples & Samples

  • Lead Test Team
  • Partner and collaborate with Test Team (s) to deliver testing services for CST Product Line including improving overall test maturity , coverage, implementing governance, establishing standard test process, increasing automation footprint and establishing an offshore team
  • Manage test activities with IT Test Managers for assigned domain
  • Liaise with the stakeholders in various locations, IT Test Managers, Business Test Manager, Project Managers, Development Managers, BA Leads, & other IT teams as needed for all testing activities
  • Responsibility to oversee, track and monitor the delivery of the assigned project portfolio
  • Prepare accurate testing forecast, project resource allocation and utilization
  • Preparation of Test Strategy, Test Plan and test entry/exit criteria to ensure that they are met before promotion to the next test/project phase
  • Close management and tracking of defects/bugs towards a swift resolution
  • Provide effective monitoring and reporting of test progress to stakeholders + line manager on a periodic basis
  • Handle any delivery related escalations pertaining to their verticals
  • Ensure cross leveraging of knowledge across complex projects, units and locations
  • Accountability for coaching and mentoring of junior team members and coordinate internal knowledge sharing sessions
  • Willingness to get into the detail and actively manage team deliverables
  • Experience in offshore vendor management
  • Graduate Degree, preferably in Computer Science or equivalent
  • Proven track record of min. 10 years with at least 5 to 7 years in a similar role as Test Manager in an international, dynamic and fast-paced banking / financial environment
  • Solid Project Management background, preferably in managing and delivering large and complex test programs as well as implementing a test strategy in a multifaceted environment
  • Knowledge of financial products & transactions
  • Expertise of managing data Warehousing Projects
  • Certification in Testing (ISTQB or ISEB) is of advantage
  • Informatica
  • AutoSys or CTRL-M
  • DB, SQL
  • ALM (Quality Centre)
  • DevOps (Advantageous)
  • Automation (Advantageous)
  • Excellent verbal and written communication skills in English
  • Copes well under pressure and with uncertainty
  • Flexible and adaptable in the face of changing priorities or circumstances
  • Sound knowledge of IT SDLC and CMMI processes
181

VP, Healthcare Services Investment Banking Resume Examples & Samples

  • Work with investment bankers and product partners on M&A/strategic alternative idea generation and pitches, corporate finance opportunities, and public and private, equity and debt, capital raising transactions
  • Leading teams of Associates and Analysts in the provision of financing and advisory services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching and assisting in the development of Associates and Analysts in the Healthcare Group
  • Analyzing the financial statements and operating metrics of public companies within the Healthcare sector to generate industry insights
  • Act as a trusted advisor to clients and prospective clients through relationship development, industry knowledge and capital markets expertise
  • Developing a thorough understanding of the trends and competitive dynamics within the sector
  • Understanding the financial impact of decisions on the client’s organization
  • Accountable for effective project management: drive the process, effectively prioritize and allocate resources
  • Responsible for training new Associates and Analysts. Acts as a mentor
  • Generate ideas and analytical materials in support of new client meetings
  • Continually build knowledge and capabilities within the industry segment and stay abreast of competitive trends
  • Undergraduate Degree in Business (Accounting, Finance, Business Admin, Economics, etc.)
  • Minimum of five years of investment banking experience
  • Relevant client interaction and transaction experience in the Healthcare industry
  • Quantitatively and financially-oriented, possessing the ability to succinctly express ideas
  • Excellent organization, communication and research skills
  • 5+ years direct industry segment experience
  • Previous investment banking experience
182

Investment Banking Compliance Project Manager Resume Examples & Samples

  • Ability to help define strategic operational and technology controls along various compliance workflows
  • Document various operational processes
  • Developing recommendations for process control improvements
  • Ability to translate regulatory and business requirements into functional requirements
  • Conducting deep dive reviews into existing processes to help define future state requirements
183

Analyst Investment Banking Resume Examples & Samples

  • Financial and written analysis of companies and industries, including the development of valuation models, pro-forma financial statements and comparable company analysis, etc
  • Applying product and capital markets knowledge to help clients achieve their financial objectives
  • Participate in all stages of transaction execution, from the pitch phase through to closing
  • Strong quantitative skills focused on financial analysis, accounting and financial theory
  • The ability to excel under pressure amid demanding deadlines
184

Investment Banking Resume Examples & Samples

  • Secretarial Support – organise Managing Director's and Director's office, screen telephone calls, deal appropriately with internal and external enquiries, office support including typing, photocopying, filing, printing, binding and formatting of Word documents and PowerPoint presentations
  • Diary Management and Meeting Coordination – day-to-day extensive diary management, i.e. invitations, meeting rooms, video conferences, conference calls, catering. Coordinate internal and external client meetings
  • Client Event Coordination - researching markets to identify opportunities for events, coordinating venue management, coordinating staff, organizing compliance approvals and budgets, on site event management and client liaison
  • Office Administration - i.e. IT helpdesk liaison, distributing mail, maintaining printers/ faxes (paper/ toners)
  • Travel and Accommodation Coordination – booking travel and accommodation while adhering to Credit Suisse travel policies
  • Expense Management - coordination of AMEX reconciliation statements and processing cash claims while adhering to Credit Suisse expense policies
  • Relationships – liaising with clients & senior executives and their assistants around the world on behalf of the Managing Director & Head of IBCM
  • Ad Hoc Projects – administrative support as required assisting the IBCM Department in Sydney
185

VP, Investment Banking Resume Examples & Samples

  • An undergraduate degree. Focal areas of finance, economics, or accounting preferred. High academic achievement
  • MBA, CFA or equivalent experience in financial services, accounting, or legal fields
  • Minimum of 6 years of relevant experience in investment banking, negotiating and structuring financial transactions. This should include some experience in a corporate lending environment developing business
  • Good knowledge of the organizational lending and portfolio management policies and objectives
  • Excellent abilities in business development and cross-selling success. Solid proven sales capability
  • Highly developed written and oral communication skills including the ability to create and deliver professional product ideas and presentations
  • Expertise in financial computer applications and database management tools including MS Excel. Strong proficiency in other Microsoft Office products and the Internet
  • Strong interpersonal skills used within a team environment and in client interaction with emphasis on excelling in relationship building
  • Ability to advocate persuasively
  • Proven abilities in managerial and leadership skills
186

Investment Banking Experienced Associate Resume Examples & Samples

  • Play a critical role in client interactions and marketing
  • Prepare valuations, write memorandums for M&A and private placement processes, conduct M&A analyses, and participate in due diligence and drafting sessions for public and private offerings
  • Foster sense of teamwork and community (by participating in recruiting, reviews, mentoring, and firm committees)
  • Minimum of 4-6 years post-undergraduate work experience in investment banking or a related field
  • Must exercise good judgment in assessing risks and rewards of new business opportunities
  • Significant exposure to financing and M&A transaction analytics and processes
  • Experience within the technology sector
187

CDI / MCM Sales, Investment Banking Resume Examples & Samples

  • Ensure timely and efficient customer service for CDI/MCM Sales Representatives
  • Provide service support for the purpose of resolving performance/account problems. Handle a variety of customer inquiries regarding accounts
  • Provide guidance to sales representatives based on current compliance and regulatory requirements
  • Sell a wide variety of fixed income securities to include but not limited to US Governments and Agencies, money market securities, municipal bonds, corporate bonds, and mortgage backed securities
  • Prospect and develop new clients throughout the M&T Bank footprint
  • Work closely with relationship managers throughout the bank to pursue new and existing client business development
188

Associate, Oil & Gas Investment Banking Resume Examples & Samples

  • Work with corporate finance investment bankers and product partners on M&A, strategic corporate finance, and capital raising transactions
  • Perform financial modeling and valuation analyses on public and private companies: comparable company analysis, precedent transaction analysis, leveraged buy-out analysis and discounted cash flow analysis
  • Develop knowledge of relevant information resources: Capital IQ, Thomson Financial, Bloomberg
  • Continually build knowledge base and capabilities within the industry segment and stay abreast of competitive trends
  • Maintain required licensing
  • Demonstrate the Key Values: Teamwork, Respect, Accountability, Integrity, and Leadership
  • Undergraduate Degree in Business (Accounting, Finance, Business Administration, Economics, etc.)
  • Series 79 & 63 (within 18 months of employment)
  • Strong quantitative skills, including financial modeling and financial statement analysis
  • Quantitatively and financially-oriented, possessing the ability to succinctly express ideas
  • Strong team player with a positive can-do attitude and desire to be part of a close-knit group operating in an intensive and challenging work environment
  • Exceptional critical thinking and problem solving ability
  • Proficiency in Microsoft Office Suite (Excel, PowerPoint and Word)
  • 1 - 3 years of experience in investment and/or commercial banking, leading accounting or consulting
189

Cib-bacc Application Support Specialist for Investment Banking Buenos Aires Resume Examples & Samples

  • Effectively convey root cause analysis of issues to software development staff for process/software changes
  • Perform production support activities which involve assignment of issues/issue analysis and resolution within the specified SLAs
  • Daily support with resolution of escalated tickets and will act as liaison to business and technical leads to ensure issues are resolved in timely manner
  • Suggest fixes to complex issues by doing a thorough analysis of root cause and impact of the defect
  • Strong interpersonal skills: professional, courteous, friendly, warm, empathic, level-headed and composed
190

Investment Banking Specialist Resume Examples & Samples

  • Fund Accounting – this area of business focuses on preparing and calculating accurate Net Asset Values (NAVs) across all funds in accordance with BNY Mellon standard operating procedures, preparing cash and asset reconciliation’s, providing services to all clients and ensuring that client concerns/requests are addressed as soon as possible and within an agreed timetable
  • Middle Office – team manages the entire process from trade entry through the settlement, ensuring that all trades are matched, settled and reconciled in a timely and efficient manner
  • Transfer Agency – team is responsible for the accurate processing and maintenance of partnership registers and documentation for the funds we administer
  • Pricing - team manages the delivery of asset pricing & money market pricing services to BNY clients across Europe
  • Tax - the team is responsible for the on-boarding of clients at BNY Mellon and ensuring the correct tax service and reporting is applied
  • Depositary - it is responsible for overseeing the fund manager's activities in relation to these funds. They are independent of the fund manager and acts in the interest of the funds
191

Cib-global Investment Banking Resume Examples & Samples

  • Contributing to the production of presentation materials, prepare transaction documents, conduct due diligence and perform market and industry research
  • Building and using financial models
  • Applying the firm's approach and policies for managing risks
  • A well-rounded academic background from a top tier educational institution
  • Impeccable communication details with the ability to effectively interact with senior professionals, clients and key stakeholders in other line of business
192

Corp & Investment Banking Audit Resume Examples & Samples

  • Bachelor’s degree in Accounting, Finance or related
  • 5 + years’ work experience within the Financial Services Industry with at least one year of audit experience
  • Advanced knowledge of Microsoft Excel and PowerPoint
  • Strong attention to detail and commitment to quality
  • Strong analytical skills and ability to drive to conclusions and results
  • Results oriented – ability to work independently to drive projects to completion
  • Any candidate not meeting ALL the qualifications can be considered for a Associate, Business Analyst
193

Executive Assistant, M&A, Investment Banking Resume Examples & Samples

  • Provide administrative support to a senior-level executives
  • Prior experience in the Investment Banking industry preferred 3+ years
  • Extensive calendar management and travel arranging
194

Avp-investment Banking IT Audit X-canary Wharf Resume Examples & Samples

  • Contribute to the audit opinion
  • Strong practical knowledge of IT Application development or operations processes and associated risks and controls
  • IB Experience would be preferable but not essential
  • FS Experience is a must
  • Practical experience of assessing or improving process and control environments in an IT first line role, 2nd line risk role or internal audit function
  • Relevant professional qualifications (e.g. CISA, CISSP, CRISC or other relevant technical qualification; and graduate degree)
195

Analyst, Investment Banking Resume Examples & Samples

  • Actively participate in the origination and execution of M&A, Advisory, Debt, Equity & Financing related transactions
  • Key functions will include, but not be limited to, preparing management presentations, marketing pitches and due diligence reports
  • Assist in constructing and maintaining various financial models. This would include both DCF and LBO models
196

Analyst, Global Investment Banking Resume Examples & Samples

  • Conducts financial analysis, both for existing clients and on new infrastructure financing opportunities, with an emphasis on financial modeling and valuation
  • Researches and analyzes information and drafts transaction/mandate proposals in conjunction with Directors, Executive Directors and/or the Managing Directors
  • Establishes and maintains contact with clients throughout the due diligence process to obtain/provide information and advice, conduct interviews and relay information regarding the process and CIBC’s requirements
  • Assists in analyzing, structuring, and negotiating new infrastructure M&A and PPP transactions
  • Assists in preparing client presentations/pitches
  • Liaises with other units/product groups within CIBC in preparing infrastructure reviews and proposals for clients’ financing needs
  • Oversees and/or participates in the conduct of research and collection of information to assist in the identification and analysis of potential business transactions
  • Bachelors degree in Business, Economics or Engineering preferred
  • C.P.A. or C.F.A designations are favorable
  • Corporate finance, infrastructure and/or urban planning experience is an asset
  • Strong technical, computational and quantitative skills
  • Strong interest in and knowledge of financial markets and the infrastructure sector
  • Results oriented, self motivated and a strong desire to work collaboratively in team settings
  • Excellent analytical ability including demonstrated knowledge of valuation techniques and practices, including cash flow analysis
  • Thorough understanding of Corporate Finance theories and practices, and well-developed financial analysis skills, including financial modeling
  • Excellent understanding of financial statements, credit analysis and accounting principles
  • Well-developed organizational and time management skills in order to respond to shifting priorities on several simultaneous projects
  • Demonstrated job commitment including a willingness to work extended hours in a high pressure/high reward environment and personal flexibility and adaptability in order to meet client requirements
  • 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
197

VP, M&A Healthcare Investment Banking Resume Examples & Samples

  • Work with M&A team and industry partners in the healthcare sector on M&A/strategic alternative idea generation and pitches, corporate finance opportunities, and public and private, equity and debt, capital raising transactions
  • Leading teams of Associates and Analysts in the provision of financing and advisory services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching and assisting in the development of Associates and Analysts in the M&A Group
  • Accountable for performing in accordance with the strategic direction and overall leadership of the industry segment including but not limited to: quality of both financial analysis and pitch books
  • Managing and executing tasks encompassing comprehensive financial modeling and valuation analyses
  • Analyzing the financial statements and operating metrics of public companies within the M&A sector to generate industry insights
  • Coordinating the appropriate organizational resources to deliver product solutions and advice to clients
  • Develop knowledge of relevant information resources: Bloomberg, Capital IQ, Thomson Financial, and SNL
  • Responsible for pitch book and presentation development; develop persuasive arguments based on the data gathered by analysts, both conceptually and through client presentations
  • Execute 1 Key by knowing the industry segments clients and markets as well as demonstrating teamwork among peers within the Institutional Bank and enterprise wide
  • Maintain communications with team members and product partners
  • Develop marketing materials for topics such as company positioning, financing alternatives, and M&A/Strategic alternatives
  • Assist with attracting a quality workforce, i.e. college recruiting activities
  • Maintain required licensing
  • Demonstrate the Key Values - - Teamwork, Respect, Accountability, Integrity, and Leadership
  • Minimum of four years of investment banking experience
  • Direct relevant client interaction and transaction experience in the M&A industry
  • Demonstrated ability to manage deal teams and M&A processes
  • Strong quantitative skills, including financial modeling and financial statement analysis
  • Strong team player that is a motivated self-starter with the desire to be part of a close-knit group operating in an intensive and challenging work environment
  • Exceptional critical thinking and problem solving ability
  • Series 7/79 & 63
  • Strong Knowledge of Microsoft Office Suite (Excel, PowerPoint and Word)
  • MBA, MA in Accounting, CFA, CPA, JD or equivalent
  • Prior experience in the healthcare industry
198

Executive Assistant, Investment Banking Resume Examples & Samples

  • Provide administrative support to a senior-level executive plus other team members
  • Prepare and review materials and correspondence for meetings and mailings
  • Expertise in multi-tasking, organizing, and prioritizing a must
  • Ability to work 8:30 a.m.-5:30 p.m. and be flexible for overtime as needed
199

Associate, Investment Banking Resume Examples & Samples

  • Perform detailed financial modeling and valuation analysis of private and public companies
  • Research and analyze company financial statements, industry and market data
  • Prepare client presentations and documents
  • Support transaction teams in the execution of corporate finance and advisory transactions
  • Financing transactions (primarily equity as well as other financial instruments)
  • Assist Investment Banking professional team with new business development, maintaining client coverage and executing corporate finance and advisory transactions
  • Advisory transactions (i.e. mergers, acquisitions, divestitures, valuation and other financial advisory assignments)
  • Communicate and present clear and concise, analytically-driven insights / recommendations
  • Oversee the quantitative development of supporting analyses, quality of all investment banking project materials, and work with senior management to expand market reach, project direction and expertise in the field
  • Supervise analysts in developing analytical models, presentations and marketing materials
  • Analyze market, financial situation and position of client companies and competitors
  • 2-5 years of experience in an investment banking role, (experience within Natural Resources or M&A groups highly preferred), private equity or similar field within an oil and gas company
  • A mix of financial and technical background in engineering and geology will be viewed favorably
  • A relevant business related university degree and/or CA or CFA
  • Strong data modelling and analysis skills
  • Knowledge of oil & gas information and data marketplace
  • Comprehensive understanding of Canadian crude oil characteristics, infrastructure, pricing, and trading
  • Ability to synthesize company and market related information and understand key business drivers
  • Ability to translate statistical and analytical results into clear written and verbal communication
  • Strong business acumen with excellent interpersonal skills, including written and oral communication
  • Ability to be part of multiple projects/initiatives of varying size and complexity, while simultaneously meeting and exceeding deadlines
200

Investment Banking Compliance Officer, VP Resume Examples & Samples

  • Serve as the lead business line compliance officer for the Investment Banking Division, as well as other organizational areas that may be assigned
  • Serve as a Subject Matter Expert and/or Primary Regulatory Lead for designated laws, regulations and policies
  • Supervise and lead the Investment Banking Compliance team members; communicate organizational and group objectives; and provide support and guidance for goals and initiatives in support of the Annual Plan. Monitor progress and report on the status of completion of compliance initiatives
  • Develop and maintain relationships with key stakeholders, including businesses and other risk functions, to ensure implementation of an effective compliance program. Utilizing the knowledge of the business activities and products of the businesses supported, provide consulting and advisory services to business units to comply with applicable laws, regulations, and policies (e.g., Conflicts of Interest, Information Security, Material Non-public Information, Anti-social Elements, Yearly Absence Requirement, Gifts & Entertainment, Personal Trading, the Volcker Rule and Affiliate Transactions)
  • Work with key stakeholders to implement compliance programs designed to comply with applicable laws, including federal and state banking and securities laws, and Federal Reserve, DFS, SEC, and CFTC regulations, as applicable
  • Draft, or participate in the drafting of, compliance related policies and procedures. Make recommendations to develop or enhance business unit policies and procedures as they relate to compliance subject matter; and respond to compliance related questions from management and staff
  • Conduct regular meetings (e.g., monthly) with senior management of the principal business units supported to discuss compliance risk management matters. Produce a written report or materials to document those meetings
  • Participate in the development of compliance related monitoring and compliance metrics; perform and/or manage accordingly. Provide information for initiatives tracking and compliance reporting to management and governance groups
  • Act as a liaison and assist the business units to address compliance issues raised by, among others, regulators, Internal Audit, and Compliance Testing. Support business units to develop controls and procedures to mitigate compliance related risks
  • Execute, participate in and/or manage the execution by team staff of assigned responsibilities under the bank’s compliance risk assessment programs (e.g., Corporate Compliance, BSA/AML, Sanctions, Anti-corruption, and Global Risk Assessments)
  • Perform, participate in and/or manage the performance of assigned responsibilities under the Shidouyaku program to implement or satisfy Home Office and Japan Financial Services Agency (“JFSA”) requirements. This includes, but is not limited to, performing and/or managing the performance of requirements to conduct monitoring to assess compliance with key JFSA requirements and Home Office guidance as outlined in the Head Office Compliance Monitoring Sheets and Compliance Check Sheets
  • Perform reviews and/or manage team staff reviews of marketing materials concerning business lines supported
  • Work with Americas Compliance Division (“ACoD”) Training on the development, coordination, and delivery of initial and ongoing training for employees on compliance requirements impacting these business units. Provide and/or manage the delivery of new hire training, including preparing related materials and recordkeeping
  • Support KYC and OFAC teams in the performance of their responsibilities, as needed, for matters that require escalation. Respond to business line questions or act as a liaison between the businesses and the KYC and OFAC teams as requested on matters of significance or complexity. Assist the business unit to collect, review, and inform the Financial Intelligence unit of potential or suspicious activity
  • Support business lines with respect to compliance related issues related to or resulting from business line reorganizations
  • Review and/or manage the review by team staff of notifications of new or enhanced products or services (Notifications) and any related product and service risk assessments (PSRAs). Provide written analysis, comments or advice concerning compliance related risks or issues presented by the Notifications and/or PSRAs. Work and consult with sponsors and impacted business areas to address compliance risks presented by these proposals
  • Review and provide comments concerning compliance risks presented by PSRAs which are submitted separately from Notifications. Work with the business areas that submit the PSRAs, as well as any other impacted areas, to address compliance risks identified in the PSRAs
  • Perform and/or manage team performance of responsibilities and projects as assigned by supervisor and/or ACoD senior management, including those required by Home Office
  • Minimum of 7-10 years of work experience in compliance and/or risk-management related fields must have a good knowledge of BSA/AML, all Alphabet Regs and proficient in Reg W
  • Familiar with Compliance Risk Assessment process. International banking or work experience with a federal banking regulatory agency preferred. Minimal supervision is a plus
  • Must possess strong organizational, oral, written, and computer skills
  • BS/BA (college) degree or equivalent education or work experience is required
201

Investment Banking Resume Examples & Samples

  • Credit trained, with proven commercial or corporate bank skills and 3-5 years of experience
  • BS or BA degree (graduate degree or equivalent a plus)
  • Familiarity with MS Excel and Word
  • Demonstrated quantitative skills and modeling expertise
  • Knowledge of accounting at an intermediate level
  • Must be able to prioritize quickly and work both independently and in a group within a fast-paced environment
  • Must be comfortable in a primarily credit-oriented role
  • Experience in non-recourse project finance, utility, or other energy lending is preferred but not required
  • Agency and/or workout experience is a strong plus
202

Associate, Technology Investment Banking Resume Examples & Samples

  • Conduct extensive quantitative economic, industry and company research and analysis
  • Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing
  • Assist in the development and continued cultivation of client relationships
  • MBA or Masters degree in Finance or Economics or a minimum of 3 years corporate finance and capital markets experience with a top tier global bank
  • Strong written and oral communication skills and ability to convey ideas
  • Creativity and intellectual curiosity
203

Guggenheim Securities Investment Banking Summer Analyst Resume Examples & Samples

  • Support deal teams in developing, maintaining and using financial models
  • Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis
  • Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients
  • Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants
  • Develop an in depth understanding of Investment Banking product and services: Debt, Equity, Mergers and Acquisitions and Restructuring
  • Excellent analytical skills and attention to detail
  • Strong interest for problem solving and client service
  • Resourcefulness, intellectual curiosity, enthusiasm and a genuine interest in finance
  • Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management
  • Highly organized, with the initiative and ability to multitask and work with limited supervision as a member of a team
  • Working knowledge of MS Excel, MS Powerpoint and MS Word. Familiarity with Thomson/Factset and Bloomberg
  • Prior experience as an investment banking, private equity or corporate finance intern is a plus
  • Core modeling and valuation experience is a plus
  • Must be on track to receive a Bachelor's degree in December 2017 or Spring 2018; major in finance / economics or a related field is a plus
204

Guggenheim Securities Investment Banking Summer Associate Resume Examples & Samples

  • Identifying, researching and analyzing M&A and financing opportunities
  • Completing and reviewing valuation analysis
  • Researching company information and industry trends
  • Performing client due diligence
  • Preparing information memoranda and other transaction-related documentation
  • Preparing and contributing to delivery of client presentations and interacting with senior bankers, clients, lawyers and accountants
  • Managing and developing junior staff qualifications
  • Core modeling and valuation experience
  • Significant level of maturity and the ability to work as a team interfacing with top company executives and senior management
  • Excellent analytical skills and attention to detail
  • Must be on track to receive a MBA in finance / economics or a related field from a top university
  • Must be on track to graduate in either December 2017 or Spring 2018
205

Regional Head of Global Investment Banking Compliance Resume Examples & Samples

  • Establish and maintain a constructive, open relationship and dialogue with business leaders and staff, proactively promoting Compliance in front of the business, support functions and other control functions, whilst always maintaining an independence of viewpoint
  • Advise and alert business leaders on key compliance and regulatory risks affecting their business areas, offering practical, timely solutions adapted to the business context to address and mitigate these risks as well as assisting business lines in the implementation of appropriate risk management solutions
  • Partner efficiently with other areas of Compliance and other support and control functions as required to deliver effective articulation of key risks to management and business leaders; this will include leading regular meetings with business management involving other functions within Compliance as necessary to alert the business leadership to key regulatory and reputational risks, alerts arising from monitoring and other control activity undertaken by Compliance and forthcoming changes to regulation globally which may impact the business. As part of this ensure that you have a good understanding of all relevant areas of risk for the BL you cover including financial crime, controls, KYC and sanctions/embargoes topics
  • Ensure that the Compliance strategy and relevant items of the Annual Compliance Plan are delivered effectively and completely, in a timely manner
  • Maintain a current understanding of the business strategy and be conscious of forthcoming changes to this strategy which may affect the regulatory and
  • Manage the relevant Permanent Supervision (PS) and other controls within the compliance team, including driving a process of continuous improvement (and simplification where possible) of existing compliance procedures and controls as well as introducing new and adapted procedures and controls where appropriate
  • Take responsibility for the advice given concerning compliance and regulatory risks arising from the introduction of new products and ensure appropriate contribution from Compliance to relevant new product approval processes
  • Contribute to the production and maintenance of the risk cartography of regulatory risks connected to the business line produced by SEGL/CFT/GBS/AMT (Risk Assessment, Monitoring & Testing), ensuring that the inherent regulatory risks posed by business activity are identified, along with the mitigating factors assessed to determine the residual risk and suitable actions required to further mitigate, or reduce, the regulatory risk
  • Animate regular meetings with business management involving other functions within Compliance as necessary to alert the business leadership to key regulatory and reputational risks, alerts arising from monitoring and other control activity undertaken by Compliance and forthcoming changes to regulation in Asia which may impact the business
  • Organise and manage proactive dialogue with all Compliance teams supporting the business lines in Asia on a regular basis, ensuring that advice to the business is consistent wherever practicably possible and aligned to global policies and procedures applicable to GLFI, GTPS & CORI
  • Maintain an awareness of all contact with regulators in Asia relevant to or specific to the business line, participating personally (where possible) in meetings with regulators on material matters specific to the business line
  • Manage timely and accurate responses to regulatory enquiries relevant to the business line, liaising with the business and other control and support functions to obtain information as required
  • Participate in and co-ordinate the advisory team's involvement in compliance projects relevant to the business line and other projects as required by Compliance management
  • Provide effective leadership of the advisory team and of individual team members, including workload management, providing guidance and support where necessary, facilitating the development of individuals (including but not limited to setting objectives, conducting appraisals and identifying and agreeing training needs and personal development plans)
  • Escalate regulatory and reputational issues and risks in a proactive and timely manner to the Regional Head of Compliance – APAC and the Global Head of GIB Compliance
  • Maintain a strong working knowledge of the regulatory rules and regulations applicable to the business line globally
  • Develop personally (and encourage the development within the advisory team of) an understanding of current market practices relating to the operations of the business line and related compliance policies and practices, by developing relationships with Compliance colleagues in other Firms, engagement with audit, consulting and legal firms with relevant knowledge and experience and with trade associations and other industry bodies
  • Active engagement and supervision over the Control Room sub-team in a cooperative and efficient workflow, providing appropriate support, including with conflict matters, nonstandard/restrictive clauses, maintain active communication and promptly dealing with escalated matters, and providing input into the IBCR’s process manual as and where needed
  • Management of the performance of Permanent Supervision controls within the Control Room team, including improving current procedures and controls within the team
  • At least 10-15 years in compliance or equivalent experience relating to the business lines activities
  • Managerial experience essential
  • Strong working knowledge of the SFC / HKMA regulations relevant to the business line
  • Knowledge of the regulatory framework relevant to the main centres of operations of the business line in Asia besides Hong Kong (i.e. Korea, Japan, Singapore, China, Australia, India, Taiwan)
  • Good understanding of the business lines activities
  • Strong communications and influencing skills
  • Motivator of staff and an effective leader
  • Strong presentation and report-writing skills
206

ORD Investment Banking & Capital Markets Coverage Resume Examples & Samples

  • Promote awareness of operational risk and risk management best practices
  • Capture and analyze operational loss data, and as needed, advise the Business Area in developing effective mitigation steps and controls
  • Analysis and reporting of Firm-level risk themes, risk levels and focus action items
  • Project-based involvement on risk management initiatives*LI-SC1
  • Candidate should have a minimum 10 years of relevant working experience, with the most recent work experience in either investment banking or capital markets
  • Self-starter - There is little routine work defined in this role, and the role requires constant learning and versatility to adapt as the global operational risk framework evolves
  • Execution skills - Ability to manage process of embedding the ORD framework in the business areas or functions or region
  • Analytical thinking - Experience in risk management functions, or in performing risk assessments
  • Teamwork - Relationship building and leveraging expert partners across the Firm, especially within Firm Risk Management
  • Communication - Strong communication skills in English necessary, oral and written
207

CIB F&BM NA Investment Banking Coverage Business Manager Resume Examples & Samples

  • Drive strategic agenda and deliverables across the firm for group heads, senior management, and F&BM. Ensure execution of key initiatives and provide relevant analysis for decision making
  • Work directly with industry and sector heads on quarterly business performance reviews, sector reviews, target deal reviews, global industry reviews/offsites, credit and balance sheet reviews, weekly meetings, etc
  • Analyze industry stats and data for industry trends, competition and areas of opportunity. Identify areas of focus relative to our competition and overall market opportunities
  • Coordinate and drive all financial management including: annual budgets, quarterly/monthly forecasts, revenue reconciliation, pipeline oversight and projections, expense management (e.g. approval escalations and budget)
  • Manage the people agenda including: headcount planning, optimize org structure, evaluation processes, productivity reporting, group meetings and communications
  • Drive best practices and help ensure adherence to firm policies. Coordinate with relevant partners to ensure proper communication, execution, escalation, and follow-up
  • Assist with ongoing client management including: account planning, account coverage reviews, coordination with Commercial Bank, global FSG, FCG and other industry teams
  • Coordinate with Office Management function on the delivery of all administrative assistant, technology, real estate, operational and other services to the banking teams
  • Ad hoc reporting/analysis and projects
  • 4 to 5 years of relevant experience in Finance/Business Management
  • Exceptional analytical, problem solving, and project management skills, with the ability to synthesize and articulate results to a diverse audience
  • Ability to manage multiple projects and processes with frequently changing priorities and deadlines
  • Familiarity with JPM client & credit systems (e.g. Aqueduct, iBanker, Client Central) a plus
208

BB&T Capital Markets Investment Banking Summer Intern Resume Examples & Samples

  • Develop and enhance the following skills
  • Excellent written and verbal communication and presentation skills
  • A strong interest in pursuing financial services as a career
  • Demonstrated leadership aptitude
209

Investment Banking Recruiting Manager Resume Examples & Samples

  • Developing and executing a proactive sourcing and hiring strategy that targets individuals with 1-5 years of prior investment banking experience for positions as a Financial Analyst, Associate or Vice President across our key US offices
  • Leading our robust campus-based hiring of undergraduate and graduate school (MBA, JD) students for both permanent full-time and summer intern positions at the Financial Analyst and Associate level
  • Using social media and other outlets to enhance our relationships with Baird alumni and using them to help source candidates for open positions
  • Supporting the sector group heads and the department’s Chief Operating Officer in recruiting and onboarding senior level bankers
  • Manage the investment banking recruitment team to coordinate and direct multiple logistics of the Investment Banking recruiting process for undergraduate, MBA and experienced hires to ensure a positive candidate experience throughout the hiring process
  • Collaborate with Global Investment Banking leadership as well as actively participate as a member of the US Investment Banking Recruiting Committee on all strategic and tactical recruiting activities
  • Utilize various sources (e.g., resume books, social media, professional networks, internal referrals) to develop and maintain an up-to-date database of potential candidates for open positions at the Associate and Financial Analyst level
  • Identify, develop and leverage contacts both within and outside of the investment banking industry to identify recruiting trends and best practices
  • Build and maintain relationships with key contacts at core recruiting schools including; career services staff, key faculty/deans, and student clubs in order to build strong talent pipelines
  • Develop and implement recruiting strategies and programs that support the Investment Banking department’s hiring objectives related to inclusion and diversity
  • Manage 3rd party recruitment agency relationships and contracts
  • In coordination with Global Investment Banking Recruiting Committee
  • Develop and manage budgets for campus recruiting activities
  • Conduct initial phone or video interviews of candidates
  • Answer candidate questions surrounding the recruitment process and investment banking responsibilities
  • Manage offers and the candidate closing process within Global Investment Banking and ensure proper follow-up with candidates
  • Participate in on-campus presentations and interviews for both full-time and summer internship opportunities
  • Manage multiple aspects of the Investment Banking summer internship program
  • Demonstrated skill and experience to think strategically about how to build a recruiting brand for both campus-based and investment banking experienced hires
  • Demonstrated ability to cultivate relationships with potential candidates who have a wide range of experiences and backgrounds as well as work well with multiple internal stakeholders
  • Experience in using both social media and professional networks to source candidates
  • Exceptional organizational skills with the ability to prioritize and handle multiple tasks simultaneously
  • Ability to complete complex work projects under pressure and/or short deadlines
210

Investment Banking Resume Examples & Samples

  • Assess the effectiveness of established operational risk management controls
  • Assist in the completion of annual risk and control self-assessments
  • Produce regular reports on the operational risk environment
  • Identify, document and monitor risk events, losses and issues requiring attention
  • Monitor, track and report on remediation activities related to control deficiencies
  • Develop and monitor key risk metrics
  • Perform control testing
  • Facilitate closure of open audit issues
  • BA/BS degree or equivalent experience in finance, business or another relevant discipline
  • A minimum 2-5 years of relevant experience performing operational risk analysis as a risk analyst, auditor, compliance analyst, regulator, or similar capacity in the trust or financial services industry
211

CIB Energy Investment Banking Power & Utilities Associate Resume Examples & Samples

  • Play a leadership role in implementing the execution function including working with analysts and associates, as well as, assisting more senior bankers
  • Play an important role in the development of the firm, the Energy group and their capabilities
  • Bachelors' degree from a leading university
  • 1-4 years of Investment Banking transaction experience
  • Excellent technology skills with superior Excel and PowerPoint skills and ability to quickly learn new software applications
212

Cib-oil & Gas Investment Banking Resume Examples & Samples

  • Working with corporate clients on raising capital and shaping corporate strategy
  • Conducting industry and product research
  • Executing client transactions from start to closing
  • Preference will be given to candidates with at least one year of prior Oil & Gas Investment Banking experience
  • Undergraduate degree from a reputable university in a relevant subject area
  • Excellent technology skills (namely Excel and PowerPoint skills)
  • Hardworking with strong teamwork and verbal/written communication skills
  • Enrolment in or completion of the CFA designation or other professional designations (CA, P.Eng) is considered an asset but not required
213

Cib-f&bm-business Manager, Investment Banking Resume Examples & Samples

  • Supporting GIB product & coverage team across Australia
  • Assist with the definition and implementation of cross-regional processes and procedures, reflecting risk and control requirements as well as regional nuances
  • Partnering with Business Managers in GIB regionally and other Corporate Finance and Markets businesses
  • Collaborating with all control, support functions and the business in the day to day management of the business as well as reporting and representing the business on various ad hoc projects and forums
  • Interpret and provide overall insights around GIB Australia competitive position on a by-region, by-product and by-industry basis
214

ED, Investment Banking Compliance Resume Examples & Samples

  • Providing compliance and regulatory advice, including advising on existing and new banking laws and regulations as they impact the regional Investment Banking business
  • Representing Compliance at relevant business, governance and risk committees
  • Evaluating compliance with relevant regulations, identifying issues and assessing the impact of regulatory change
  • Reviewing new business initiatives, operational procedures and major operational and systems changes from a regulatory perspective
215

CIB F&bm-asia Investment Banking Control Debt 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 business on accounting, regulatory, tax and other specific deal accounting matters
  • Pro-actively support the business activities
  • Support the Controller for Debt 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 performing all close-off entries, FX trade-outs and resolution of any Front office-GL breaks as well as daily reporting of close-off PL during the month-end cycle
  • Investigation, explanation and communication of business drivers underpinning significant financial movements and variances for Front Office, Legal Entity Controllers, Corporate Reporting and other IB and Corporate finance groups
  • Tracking, analysing and investigating spot and average balance sheet, RWA and related performance measures in addition to providing guidance at business/regional level on efficient B/S & RWA management
  • Preparation of Regulatory Reporting returns applicable to the business
  • Working with Front Office on new products/deals to provide assessment of the financial implications to business
  • Working with key stakeholders (Front Office, Middle Office, Operations, Legal Entity Control) to review current practices/processes, identifying deficiencies and/or weaknesses, and delivering solutions to enhance the current control and reporting environment
  • Performance of Income Attributions in compliance with Transfer-pricing agreements in place
  • Minimum 3years experience with accounting / financial services background
  • Excellent interpersonal, written & verbal communication and influencing skills
  • Proactive, keen to learn and take on new responsibility
  • Strong organizational and time management skills: able to work on multiple projects with competing deadlines
  • Confidence in liaising with stakeholders across different functions & levels of seniority
  • Control and efficiency mindset
216

RFT Pmo-investment Banking Resume Examples & Samples

  • Bachelors Degree (BA/BS)
  • PMO experience in Financial Services with demonstrated experience in project planning for enterprise level projects and programmes
  • Expertise in use and application of project and portfolio management tools
  • Excellent Microsoft Powerpoint and Excel skills
  • Knowledge of Project Lifecycle methods (e.g. Software Development Lifecycle, Agile) and understanding of the principles and frameworks of successful project management
  • Excellent oral and written communication skills as well as excellent presentation skills with ability to conduct presentations comfortably to large groups and senior management
  • Industry standard project, program or portfolio certifications (such as PMP or Prince)
  • Knowledge and experience of the regulatory landscape
  • Ability to pro-actively solve problems and escalate issues through the proper governance tools and channels
217

Investment Banking Senior Associate Resume Examples & Samples

  • Work with the group’s senior professionals to assist in originating and lead the execution of SPO transactions across a variety of asset classes
  • Lead transaction due diligence process
  • Actively interact with rating agencies and prepare materials for rating agency meetings
  • Walk investors through client’s business, transaction structure and requested stress scenarios
  • Coordinate marketing and syndication process with Structured Products Syndicate and Guggenheim’s dedicated Structured Products sales force
  • Manage, train and develop analysts and junior associates
  • At least 3 years of experience in structured products front office banking role
  • Strong quantitative skills; Microsoft Excel modeling experience required, familiarity with VBA/Intex preferred
  • Familiarity with securitization legal documents
  • Must successfully pass a background check and transfer or obtain appropriate securities licenses
  • This is an FLSA Exempt role
218

Guggenheim Securities Investment Banking Sophomore Diversity Summer Internship Program Resume Examples & Samples

  • Support deal teams in developing, maintaining and using financial models
  • Perform financial and valuation analysis such as discounted cash flow analysis, multiple valuation analysis
  • Perform company and industry research and gain in-depth understanding of sector trends, client challenges and strategies in order to develop innovative and creative solutions for our clients
  • Prepare client presentations and interacting with senior bankers, clients, lawyers and accountants
  • Develop an in depth understanding of Investment Banking product and services: Debt, Equity, Mergers and Acquisitions and Restructuring
  • Significant level of maturity and the ability to work under pressure as a part of a small team with top company executives and senior management
  • Prior Investment Banking experience is a plus
  • Must be on track to receive a Bachelor's degree in December 2018 or Spring 2019; major in finance / economics or a related field is a plus
219

Investment Banking & Markets Technology Resume Examples & Samples

  • Based on the needs of Wholesale team, will manage one or more Systems Managers responsible for ensuring that the development, maintenance, modifications and implementation of applications programs and services are performed within established time constraints
  • Collaborates with business unit leadership and project teams for project documentation including a Cost Benefit Analysis (CBA) for any infrastructure project work being done in support of the Business Unit. This position requires the ability to measure benefit for such projects. Understands business and technical requirements, and the responsibility for the cost side of the CBA to ensure the project completes with the anticipated internal rate of return
  • Assists subordinates in the long-range strategic plan by defining organizational goals and objectives, identifying the attributes and long-term needs of customer/user groups, evaluating market opportunities and threats, evaluating the capability and long-term viability of information processing equipment and supplies, application systems, data management systems, human resources, etc
  • 10 years or 15 plus years of IT management and business/industry work experience is required; Qualified candidate will typically have at least 10 years of experience managing multiple, medium to large, cross-functional teams with ability to influence senior to executive level management and key stakeholders
  • Must have experience and knowledge of the Investment Banking & Markets business
  • Experience with OVS, Salesforce and Actimize
  • Have a strong technical and strategic understanding of the architecture necessary to oversee and leverage platforms in an aggressive growth environment
  • Requires an in-depth knowledge of the system development life cycles, client area functions and system, and application program development alternatives
  • Must be able to build a strong technology strategy
  • Must be able to understand the impact of technology trends on the bank's current Investment Banking technology capabilities
  • Knowledge of regulations governing Investment Banking
  • Strong knowledge of the inherent risks in Investment Banking
  • Ability to recognize a crisis when it happens and know how to lead in a crisis
  • Understand complex business problems
  • Ability to inspire and motivate others
  • Ability to educate peers and stakeholders on the value of IT
  • Education: Bachelor’s degree. M.B.A. or M.S. is preferred
  • Certifications: IT Audit, Security, Governance, Risk is preferred
220

Coverage & Investment Banking Natural Resources & Utilities Trainee Resume Examples & Samples

  • Previous internships or experience in M&A or Corporate Finance would be an advantage as well as any previous experience in Corporate Cashflow modelling, debt and credit rating analysis
  • Previous experience or exposure in Project Finance would also be an advantage but not obligatory
  • Very good command of MS Office
  • Flexibility – Adaptability
  • Team work
221

Investment Banking Resume Examples & Samples

  • Conduct extensive quantitative economic, industry and company research and analysis
  • Draft and prepare pitch books with detailed industry materials for multiple healthcare sectors
  • Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing
  • Financial modeling, valuation, comparable & relative value analyses and market-specific analysis
  • Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities
  • Draft client pitches and marketing materials including M&A, public/private debt & equity capital markets, syndicated bank financing, and other internal documentation by coordinating internal and external resources
  • Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution
  • Assist in the development and continued cultivation of client relationships
  • MBA or Masters degree in Finance or Economics or a minimum of 6 years of investment banking, corporate finance and capital markets experience with a top tier global bank
  • Extremely deep understanding of the Healthcare industry; experience with banking transaction related to the Healthcare industry is mandatory
  • Knowledge of corporate finance, securities, financial markets and risk & pricing analysis
  • Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions
  • Ability to manage multiple projects simultaneously
  • Maturity and good judgement in handling confidential and sensitive information
  • Ability to work under pressure and adhere to tight deadlines
  • Strong written and oral communication skills and ability to convey ideas
  • Creativity and intellectual curiosity
  • Ability to work independently and must be able to work effectively in a team environment
  • Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office
  • Series 79 & 63
222

Capital Markets Investment Banking Summer Intern Resume Examples & Samples

  • Complete special projects or assignments that assist department in its mission and help intern learn about the corporate environment
  • Collaborate with manager and other members of the team to discuss recommendations for improved department and company efficiency
  • Provide the Perfect Client Experience to our external clients during any training or shadowing events
  • Demonstrated proficiency in basic computer applications, such as Microsoft Office software products
  • Previous financial services work experience or internship
223

CIB F&BM Global Investment Banking Product Controller External Resume Examples & Samples

  • Organize product control participation related to control frameworks, including SOX, Risk & Control Self Assessment and Recovery & Resolution
  • Support the balance sheet, RWA capital, forecasting and planning cycles by working with key finance contacts in Product Control, P&A, Central CIB Reporting and other IB and Corporate Finance groups
  • 2 - 5 years experience with accounting / financial services background
  • Dynamic team player able to adapt to changing environment and multiple demands
224

Geotech Mapper, Energy, Investment Banking Resume Examples & Samples

  • Bachelor’s Degree or special industry training a must
  • 3 – 7 years’ experience working as Geo-Tech in the oil and gas industry
  • Technical oil and gas Geo-Tech experience (mapping of all relevant variables in the subsurface and ability to manipulate data for mapping)
  • Reasonable level of technical oil and gas geo-tech understanding and application
  • Ability to identify upside mapping improvements and data viewing optimization
  • Basic computer skills including, but not limited to: Petra, mapping software, Microsoft office products, data bases, Petra, ArcGis and other technical oil and gas software and technical oil and gas software
  • Reasonable level of discretion and professionalism dealing with confidential matters
  • Ability to work independently and in a team setting
  • Ability to work in accordance with established policies and procedures
  • Flexibility and willingness to work overtime as required
  • Ability to efficiently set priorities and meet tight deadlines in a quick environment
  • Beneficial to have exposure to oil and gas acquisitions & divestitures activity
225

Simcorp Dimension, Investment Banking Resume Examples & Samples

  • Windows servers
  • Integrations(i.e. Bloomberg, Reuters, CRM, Basware, Forse, PLP etc.)
  • Communication server
  • Crystal Reports
  • Windows Scheduler
  • SQL Server
  • .NET framework
  • SSIS
  • Oracle basics
  • Coric 16
  • Asset Management
226

Investment Banking Resume Examples & Samples

  • Participate in the "full cycle" of transactional execution including preparing marketing pitches, reviewing and formulating financial analysis, preparing and presenting internal committee memoranda and client presentations
  • Play an important role in the development of the firm, the Energy group and their capabilities
  • Bachelors' degree from a leading university
  • 1-4 years of Investment Banking experience is required
  • Highly organized, detail oriented and proactive
227

Investment Banking Director Resume Examples & Samples

  • Execute and manage actions in Deal Teams representing
  • Equity Offerings – Includes: client management, transaction structuring, company positioning, due diligence and issue
  • Commits to satisfying internal and external customers
  • Delivers clear, effective oral and written communication and takes responsibility for understanding others
  • Results oriented, and focused on producing a high quality product
  • Strong accounting and financial statement analysis skills with attention to detail
228

Senior Ba-investment Banking Resume Examples & Samples

  • Senior Business Analyst
  • Large Program of Work
  • Long Term Contract!
  • Worked on data projects
  • Be proficient in SQL
  • Have knowledge of different Asset classes
229

Investment Banking Capital Markets Recruiter Resume Examples & Samples

  • Proactively drive and execute the Americas strategy, policy and agenda for Experienced Talent Acquisition for Director and below professionals across IBCM, including cutting edge initiatives on internal mobility, assessment, and diversity
  • Lead the execution of the full end-to-end recruiting cycle for IBCM businesses from Director to entry level across the Americas Region
  • Develop and manage the Experienced Talent Acquisition relationship with business leaders and stakeholders in IBCM including Group Heads, Hiring Managers, COOs and HRBPs
  • Maintain annual hire plans for the business, including coordination with the business and HR on headcount planning and the development and delivery of regular recruiting reports for key stakeholders
  • Contribute to regional / global projects associated with HR and Experienced Talent Acquisition
  • Will manage a junior recruiter and be supported by a shared pool of recruiting coordinators
  • LI-JG1*
230

Investment Banking Summer Intern Resume Examples & Samples

  • Support deal team in all apects of securitization transactions across a variety of non-traditional asset classes
  • Help prepare marketing presentations, term sheets and rating agency materials
  • Gain an understanding of securitization cash flow modeling
  • Conduct market research and industry review projects for new asset classes
  • Develop and maintain databases and automated tools used by the team to track information such as transaction pricings, investor participation, etc
  • Strong quantitative skills required
  • Familiarity with MS Excel and MS PowerPoint required; previous experience with VBA within MS Excel or other programming experience a plus
  • Detail-oriented, organized, with initiative and ability to multitask and work as part of a team
  • Resourcefulness, intellectual curiosity and enthusiasm
  • Must be in junior year and on track to receive a Bachelor's degree in Spring 2018
  • Must successfully pass a background check
231

Capital Markets Investment Banking Intern Summer Resume Examples & Samples

  • Learn a wide range of concepts, programs and services designed to prepare for assignments in any area of the organization
  • Complete all prescribed training satisfactorily
  • Working towards the completion of a Bachelor’s degree in Business, Finance, Economics, Accounting, Statistics, Mathematics or internship-related field, or advanced degree at an accredited college or university
  • Demonstrated strong academic performance
  • Demonstrated ability to work in a team environment and maintain professional composure
  • Demonstrated flexibility through managing multiple projects and deadlines simultaneously
232

Investment Banking Resume Examples & Samples

  • Ideally, we are looking for a Sr. Associate who will be ready to grow into a VP level position within 12-18 months
  • Senior Associate will play an important role on the firm’s advisory team, executing a broad range of transactions including mergers, acquisitions, divestitures, restructurings, and capital markets transactions
  • Day-to-Day Responsibilities: Investment Banking Associates are expected to manage the day-to-day aspects of deal execution and other pitch activity
  • Creating detailed financial models used for valuation and financial analysis
  • Bachelor’s Degree in Finance or related field, MBA degree preferred
  • We are looking for candidates with demonstrated strong quantitative and qualitative analytical skills, clear communication and presentation skills, and excellent command of corporate finance and accounting
  • We seek candidates with keen attention to detail, ability to be a strategic thinker, desire to excel, entrepreneurial spirit, overall excellent judgment and character, and commitment to contributing to the team culture and growing our firm
233

EY Investment Banking Resume Examples & Samples

  • Prepare complex financial analyses and models
  • Prepare detailed memoranda and presentations focused on client company and industry analysis
  • Perform comparables analysis
  • Participate in various marketing and recruiting activities of the firm
  • Gather and assimilate market data into usable reports
  • Facilitate processes associated with business activities
  • A bachelor's degree and 1-2 years of related work experience. Prior work experience as an analyst at bank / investment bank is preferred, but not essential
  • Strong finance, math and reasoning skills
  • Prior experience with and strong working knowledge of financial modeling
  • Superior command of Excel, Word, and PowerPoint
  • Efficient use of research databases (e.g., Bloomberg, CapitalIQ, etc.)
  • Ability to manage multiple tasks simultaneously
  • FINRA registration a plus
234

Cib-technology Investment Banking Resume Examples & Samples

  • Continue to round out product and technical training for junior members of the team
  • Understudy Executive Director and Managing Director on certain accounts or transactions, depending on the size and complexity of the client or transaction
  • Demonstrate skills that will produce revenues for the Firm while gaining a broad understanding of how the Firm can derive revenues from each particular situation
  • At minimum of 3 years experience in Investment Banking post MBA (Tech sector experience highly preferred); or a minimum of 6 years experience in Investment Banking post Bachelors
  • Proven ability to comfortably interact with business clients and management it is critical that the hire be able to relate well to client counterparts and develop good working relationships with these individuals
  • Excellent relationship-building skills, maturity, good judgment and an ability to work with, and establish trust and credibility with professionals at all levels inside J.P. Morgan
  • Strong interpersonal skills and ability to communicate effectively in presentations; expressing complex financial strategies in an organized and articulate manner
  • Demonstrated leadership qualities that are team-oriented, fostering and collegial
  • Ability to delegate effectively and pay attention to detail while maintaining a high level of productivity will be important
  • Very strong financial modeling/valuation and analytical skills
  • This individual must be dedicated to the Firm’s goals and he/she will have uncompromising personal integrity
235

Investment Banking & Global Capital Markets Resume Examples & Samples

  • Advisor for the Business Unit for client on-boarding issues
  • Liaise with relevant parties to assist in resolving on-boarding issues in a timely manner
  • Flag potential issues and escalate to management where necessary
  • Develop, coordinate and implement on-boarding reporting metrics for management reporting
  • Update BU frameworks and policies
  • Evaluate and monitor existing procedures
  • Help develop new procedures, systems and controls to ensure compliance with current anti-money laundering, know-your-client, OFAC and other regulatory and Firm requirements
  • Partner with global counterparts to ensure a consistent global program
  • Follow-up with deal team on deal documentation
  • Participate in ad hoc tasks as required*LI-JG1
  • At least 2 years of experience in KYC, Compliance, AML, Client Service, Middle Office and Operations
  • Strong risk and control awareness
  • Ability to identify issues accurately and offer solutions
  • Strong sense of accountability and ownership of tasks and processes
  • Strong communication skills in English, Cantonese and Mandarin necessary
  • Strong team player and ability to work independently under minimal supervision
  • Able to multi-task
  • Detail-oriented with ability to review and process a high volume of documentation
  • Knowledge of banking industry; knowledge of investment banking and capital markets a plus
236

Investment Banking Midstream Pipelines Associate Resume Examples & Samples

  • Assist in developing proposals to clients and potential clients for debt and equity placements, mergers, asset or company divestitures or acquisitions, and other financial products and advisory services
  • Conduct industry research and analysis to assist in the identification and/or analysis of investment banking business opportunities
  • Develop and audit sophisticated financial models
  • Participate in cross functional teams and liaising with other units of CIBC Capital Markets in executing mandates or preparing proposals for clients
  • Prepare industry and financial analysis to determine client recommendations
  • Lead industry comparable value and transaction precedent analyses
  • Assist in company due diligence investigations
  • Prepare offering memoranda and marketing materials
  • Assist with prospectus drafting
  • Mentor, train and direct junior professionals
  • Peers and senior staff within the department
  • Other units of CIBC Capital Markets
  • Mid-level and senior client representatives (Treasury, Finance, Corporate Development) to develop and maintain effective and productive working relationships
  • May conduct presentations to clients as a member of the client coverage team
  • This role requires FINRA Series 63 and Series 79 licenses
  • Previous investment banking or corporate finance experience combined with completion of an MBA, CA or CFA, is preferred
  • Previous experience with energy infrastructure companies including midstream and pipeline issuers is preferred
  • Knowledge of accounting principles relating to financial statement preparation and business combinations
  • Ability to mentor and train junior professionals
  • Excellent interpersonal, presentation, oral and written communication skills in order to convey factual and conceptual information to others and promote the interests of CIBC Capital Markets
237

Senior Assistant, Investment Banking, Latam Resume Examples & Samples

  • Provide administrative support to all levels of banker
  • Maintain frequently changing calendars through Outlook
  • Manage the Client Call Reporting to track bankers’ client interaction
  • Prepare and review materials and correspondence for meetings
  • Coordinate frequent travel arrangements – both international and domestic
  • Prepare, reconcile, and track expense reports through CTE system
  • Organize and secure highly confidential company and employee information
  • Coordinate group events when necessary
  • Assist in ad-hoc reports special projects as needed
  • Serve as back up support for other managers or administrative staff when required
  • Highly proficient in MS Office (Word, Excel, Outlook, and PowerPoint)
  • Ability to gain a strong command of new systems ( Citi Travel and Expense, P2P, ICG Toolbox)
  • Bi-lingual – English/Spanish
  • Prior experience in the Investment Banking industry preferred 3+ years
  • Expert in multi-tasking, organizing, and prioritizing
  • Extensive calendar management and travel arranging
  • Detail oriented with ability to work independently and prioritize workload
238

Investment Banking Resume Examples & Samples

  • High school education required. Bachelor's degree or equivalent work experience required
  • Minimum two years experience in an office support role required
  • Financial services industry background preferred
  • Proficiency in Microsoft Office Products
  • Must take initiative
  • Ability to adapt to new tasks with little notice
  • Ability to exercise independent judgment and work independently
  • Desire to work and excel in a team environment
  • Committed to satisfying internal and external customers
239

Investment Banking Resume Examples & Samples

  • Currently enrolled in an MBA program and graduating between December 2017 – June 2018
  • 2-5 years of prior work experience desired
  • Project and process management experience
  • Strong computer skills including Microsoft Office, specifically Excel, Word, and PowerPoint
  • Understanding of accounting and finance required
  • Adaptability to a constantly changing environment and ability to manage through change with a high degree of emotional maturity
  • Highly motivated, detail oriented, and team player
  • Willingness to be located in either: Chicago, San Francisco, or London
240

Investment Banking Internship Resume Examples & Samples

  • Identifying potential M&A and financing situations
  • Preparing in-depth valuations and other financial analyses
  • Preparing client documentation for winning business
  • Assisting deal teams in live transactions
  • Exceptional academic credentials, with a degree qualification (completed or on-going) from a top tier institution
  • Ability to work well under pressure with attention to detail
  • High level of motivation and ability to work in a team
  • Good proficiency with MS-Office, particularly PowerPoint and Excel
  • Additional European language skills preferable but not a pre-requisite
  • Practical experience in Mergers & Acquisitions or related investment banking experience beneficial but not a pre- requisite
241

Investment Banking Internship Resume Examples & Samples

  • By working alongside William Blair professionals, your experience with us will include
  • Identifying potential M&A and financing situation
  • Assisting clients in live transactions
  • Comfortable advising clients on solving financial and strategic challenges
  • Advanced business or economic studies
  • Ability to work under pressure and high attention to detail
  • High level of motivation and ability to work on a team
  • Practical experience in Mergers & Acquisitions or related investment banking experience beneficial
  • Fluency in English and proficiency in German (equivalent to minimum B2 level) required
242

Analyst, Tmet Investment Banking Resume Examples & Samples

  • Designing and leading production of presentations, information memoranda and other analysis for internal and external audiences
  • An outstanding academic record with at least a Bachelor's degree in a relevant discipline such as Banking / Finance / Mathematics
  • 1-2 years relevant M&A / Corporate Finance or investment experience at a comparable organisation ideally within TMET
  • Desire to work on principal investments
  • Demonstrable preference for working in a fast-paced, entrepreneurial environment
  • Superior analytical and numerical skills
  • High commercial acumen and solid verbal and written communication skills
  • Superior project management skills
243

Investment Banking Summer Associate Resume Examples & Samples

  • Preparation of and participation in new business presentations
  • Preparation of Confidential Offering Memorandum
  • Strong undergraduate and graduate academic performance (3.5 GPA or better)
244

Consultant Investment Banking Resume Examples & Samples

  • Degree in Economics and Finance or in Management, Economics and Industrial Engineering
  • 2/3 years of experience in the role
  • Knowledge of the key financial processes and operational workflows of a bank
  • Knowledge of EMIR, MiFID and the main regulatory frameworks
  • Knowledge of the front-to-back processes of a bank
  • Background in Finance, with previous experience in investment banks, stock exchanges, clearing companies, asset management companies, custodian banks, brokers/market makers or consulting firms
  • Effective team-working skills
  • Willingness to travel in Italy and abroad
245

Associate, Investment Banking Resume Examples & Samples

  • 3+ years of investment banking or corporate finance experience
  • Finance, accounting, mathematics undergraduate degree; completion of an MBA, CA or CFA, is preferred
  • Demonstrated experience preparing high quality client deliverable documents and presentations
  • Extremely dedicated and motivated individual with high career aspirations, as well as personal flexibility and adaptability in order to meet client deliverables and tight timelines
246

Coverage & Investment Banking Resume Examples & Samples

  • Has basic to solid knowledge of Corporate & Investment banking concepts and products (given seniority in the position)
  • Has the necessary solid accounting knowledge
  • Has nascent industry/sector knowledge; Understands key industry trends, credit and valuation metrics in selected subsectors
  • Is developing solid pitching/ marketing knowledge - is able to contribute actively to a pitch
  • Is developing standard to solid market intelligence, is able to structure market updates
  • Has an excellent command of Office tools and relevant databases
  • Has a good command of English
247

Investment Banking Managing Director Resume Examples & Samples

  • Prepare complex financial modeling
  • Cultivate senior level contacts and deep knowledge of an industry or market segment in order to source and bring in clients and deal flow
  • Conduct pitches and management presentation meetings
  • Participate in industry conferences, panel discussions and industry association boards
  • May be assigned responsibility for an industry group or business segment
  • Provide strategic planning and practice development
  • Masters of Business Administration or equivalent education, training and work-related experience
  • Financial Industry Regulatory Authority Series 79 or equivalent, 24 and 63 licenses
  • Excellent analytical, quantitative and research skills
  • Extensive experience structuring and executing deals with a history of transaction success
  • Demonstrated proficiency in basic computer applications such as Microsoft Office software products
248

Investment Banking Executive Assistant, Paris Resume Examples & Samples

  • Monitor and ensure implementation of company policy
  • Create and maintain correspondence and record files
  • Assist in organising group morale events and franchise parties
  • Three to five years experience at senior level within a corporate environment
  • Professional secretarial qualifications advantageous, but not essential
  • Ability to take unexpected eventualities in their stride, and to cope well under pressure
249

Investment Banking Resume Examples & Samples

  • 1) Conducting business and asset valuations to assist clients in accessing capital markets and making financial decisions
  • 2) Utilizing knowledge of securities legislation to conduct IPO and tender offer discussions within Power & Utilities Industry
  • 3) Modelling business combinations and M&A transactions to develop transaction structure for clients
  • 4) Evaluating acquisitions and alternatives to conduct buy-side and sell-side processes within Power & Utilities Industry
  • 5) Analyzing debt documents and covenants and reviewing purchase and sale contracts related to M&A transactions
  • 6) Utilizing knowledge of domestic and international renewable energy M&A and financing to conduct transactions within wind and solar power industries
250

Investment Banking Summer Internship Resume Examples & Samples

  • Conducting detailed industry research through the use of Capital IQ, Thomson Financial and other information-gathering resources to support business valuations, transaction positioning and shareholder value recommendations
  • Preparing business valuations, including comparable company analysis, transaction multiple analysis, discounted cash flow modeling, as well as leveraged buyout analysis and other financial models necessary to support deal positioning, negotiation and execution
  • Providing ongoing analytical support to the deal team throughout the development and execution of a transaction
  • Compiling relevant due diligence materials as well as monitoring investor access to the materials