Investment Banking VP Resume Samples

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CH
C Hettinger
Coty
Hettinger
5020 Murray Oval
Boston
MA
+1 (555) 847 4445
5020 Murray Oval
Boston
MA
Phone
p +1 (555) 847 4445
Experience Experience
San Francisco, CA
Investment Banking VP
San Francisco, CA
Johnson, Yundt and Cummerata
San Francisco, CA
Investment Banking VP
  • Actively originate ideas to pitch to clients by following the markets and being in direct contact with the relationship bankers, with a focus in energy. The Vice President is expected to actively engage in capital advisory dialogue with around 20 clients annually
  • Market and execute deals using a coordinated approach to prospecting strategy with relevant Citi partners
  • Reporting directly to the Head of Corporate Finance, he will be fully responsible for presenting to clients the conclusions and recommendations on the analyses performed together with the different product partners (Syndicated Lending, Debt Capital Markets, Ratings Advisory, M&A)
  • Execute and manage actions in Deal Teams representing: Mergers & Acquisitions – Includes: drafting materials, buyer list creation/contacts/management, financial analysis, negotiating and logistics management
  • Search for and recommend new deal opportunities to be entered into by the Firm through the formulation/issuance of factual financial analyses and the creation of various financing plans. Participate in selling/pitching the Firms services/products to new clients
  • Participate in other projects as requested by management
  • Liaising with different product partners (Syndicated Lending, DCM and M&A/ECM), the Strategic Capital Advisory team will support Corporate, LMM and Commercial bankers in (i) Capital structure analysis for their clients; (ii) recommending different financing alternatives in the context of a corporate event or as a result of shift in market conditions
New York, NY
Investment Banking VP Energy
New York, NY
Mayert-Russel
New York, NY
Investment Banking VP Energy
  • Manage clients’ expectations and effectively engage in difficult discussions with clients
  • Mentor and develop individuals within the team
  • Keep up-to-date on developments in the core product set to explore and refer opportunities
  • Take responsibility for “Core” relationships
  • Grow revenue from the portfolio of relationships - having helped dimension the full opportunity
  • Support the institutional effort against “Platinum” clients
  • Develop and execute business which optimally leverages bank resources
present
Houston, TX
Investment Banking VP, Industrials
Houston, TX
Goyette-Stehr
present
Houston, TX
Investment Banking VP, Industrials
present
  • Liaise with Citi’s network to develop the relationships globally
  • Develop and execute business which optimally leverage bank resources
  • Exposure to an open and multicultural working environment
  • Opportunity to work in a large and complex organisation with a demanding customer base and in a challenging and changing business environment
  • Implement calling plans to ensure business development is pursued across the client base
  • Market and execute deals using a coordinated approach to prospecting strategy with relevant Product and GCB Seniors
  • Exposure to Senior Management
Education Education
Bachelor’s Degree in Finance
Bachelor’s Degree in Finance
Loyola Marymount University
Bachelor’s Degree in Finance
Skills Skills
  • Solid and reliable mathematical skills
  • Very strong knowledge of financial accounting, financial statement analysis and corporate finance theory
  • Strong computer skills, particularly in Excel, PowerPoint and familiarity with Reuters andBloomberg
  • Investment Banking background gained from a reputable firm where you will have gained first class training and development as a banker
  • Strong coordinator
  • Product Knowledge
  • Strong negotiator
  • Verbal and Written – Communicating the detail of complex client relationship to a broad range of internal contacts
  • Effective communication skills and able to relay information well in both written and verbal form
  • Able to manage priorities, deadlines and tasks in order to meet deadlines and accomplish goals
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8 Investment Banking VP resume templates

1

Investment Banking VP-technology 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
  • Train and mentor the junior staff
  • Participate in teamwork and community service (recruiting, reviews, mentoring, firm committees)
  • Must have five to seven years of experience in investment banking or related field
  • Prior experience in Technology a plus
  • Strong ability to work in an entrepreneurial culture
2

CIB Oil & Gas A&D Investment Banking VP Calgary Resume Examples & Samples

  • Sell-side A&D experience would be considered an asset
  • A relevant undergrad or graduate degree in petroleum engineering or geosciences (P Eng. or P. Geol. would be an asset)
  • Strong technical/computer skills (AccuMap, geoScout, XI Technologies, Val Nav, Excel, PowerPoint and Word)
  • Strong presentation, communication and interpersonal skills
  • CFA Level 1 or higher will be viewed as an asset
3

Investment Banking VP Resume Examples & Samples

  • Bachelors’ degree; MBA preferred
  • NASD licenses required
  • At least 3 to 5 years investment banking experience as a financial analyst and associate, or similar experience in a legal firm
  • Client Skills: Able to win the confidence of clients; sensitive to clients’ needs in both anticipating and delivering upon requests; able to build strong, long-term business relationships
  • Time Management: Able to organize and prioritize multiple tasks and responsibilities; able to follow through and meet deadlines; able to manage expectations appropriately; able to use firm’s resources efficiently
  • Teamwork: Works well within assigned project teams; accessible to and respectful of all team members, regardless of relative seniority; willing to train and mentor others; strives to be a value added resource to other groups throughout the firm
  • Work Ethic and Attitude: Dedicated to accomplishing goals; willing to take on additional responsibilities to produce outstanding work; strives for excellence; maintains a positive attitude through stressful situations
  • Personal Characteristics: Demonstrates professionalism, integrity, maturity, intellectual curiosity, initiative and good judgment; takes pride of ownership for wins and accountability for losses/mistakes; knows when to ask for help
  • Product Knowledge
  • For Corporate Finance. Strong transaction skills, with demonstrated ability to pitch and execute the firm’s array of products (private equity, private placements, public equity, convertibles and M&A); knows the markets for each product; comfortable analyzing and advising upon the appropriateness of financial alternatives
  • For Product Groups. Strong execution and origination skills in area of product specialization; strong working knowledge of relevant accounting and legal procedures and rulings within area of product specialization; current and value added market knowledge of transactions completed within area of product expertise
  • Effective communication skills and able to relay information well in both written and verbal form
  • Able to manage priorities, deadlines and tasks in order to meet deadlines and accomplish goals
  • Solid and reliable mathematical skills
  • Solid analytical skills – uses logic and reasoning to identify complex problems; review related information and develop options and implement solutions
4

Investment Banking VP-insurance Resume Examples & Samples

  • An undergraduate degree in finance, accounting, or a field that demonstrates quantitative abilities
  • MBA or a graduate degree not required, but could be a positive depending on prior work experience
  • Five to seven years of work experience, investment banking experience a significant positive
  • Strong quantitative / analytical skills
  • Superior attention to detail
  • Solid work ethic
  • Ability to effectively manage multiple simultaneous project deadlines
  • Proficiency in Excel and PowerPoint
5

Investment Banking VP Energy Resume Examples & Samples

  • Pitch and market to new viable prospects
  • Market and execute deals using a coordinated approach to prospecting strategy with relevant Product and GCB Seniors
  • Have been responsible for multi-client coverage
  • Organizational – Managing business across a large client portfolio with diverse client teams
  • Verbal and Written – Communicating the detail of complex client relationship to a broad range of internal contacts
  • Strong coordinator
  • CFA desirable
6

Real Estate Investment Banking VP Resume Examples & Samples

  • Creating financial analyses (build financial models, valuation analyses, merger modeling, corporate finance solutions, etc.)
  • Tracking business development (collect research, analyze industry trends)
  • Evaluate corporate transactions and their structures
  • Are analytical and enjoy working with numbers and solving problems
7

Investment Banking VP Resume Examples & Samples

  • MBA, Master’s Degree in Finance or CPA preferred
  • Minimum of 6-7 years’ experience in a corporate finance capacity
  • Multi-product investment banking experience preferred
  • Good client facing and presentation skills
  • Very strong knowledge of financial accounting, financial statement analysis and corporate finance theory
  • Experience in building financial projection models of the three main financial statements (i.e. income statement, statement of cash flows, and balance sheet)
  • Demonstrable experience in constructing, utilizing and interpreting comprehensive financial, financing and merger models, and valuation analyses using Excel considered advantageous 1Strategic Capital Advisory Vice President March 2015
  • Knowledge of financial and tax regulations and capital markets and products
  • Strong computer skills, particularly in Excel, PowerPoint and familiarity with Reuters andBloomberg
  • Results oriented; self starter
  • Superior attention to detail
  • Strong work ethics
  • Ability to multitask and work under pressure
  • Good analytical and communication skills
  • Efficient and self demanding; focused on quality performance
  • Committed and responsible
  • Integrity and ethics
8

Investment Banking VP Consumer Resume Examples & Samples

  • Play a critical role as the project manager on teams to manage the deal process from origination to close
  • Participate in corporate finance (debt, public, and private equity), M&A, and restructuring assignments
  • 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
  • Develop integrated financial models and related valuation analyses
  • Supervise junior staff and target areas for their development
  • Foster sense of teamwork and community (by participating in recruiting, reviews, mentoring, and firm committees)
  • Minimum of 5 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
  • Excellent analytical, modeling, and client management skills
  • Significant exposure to financing and M&A transaction analytics and processes
  • Experience within the consumer sector
9

Technology Investment Banking, VP Resume Examples & Samples

  • Draft and prepare pitch books with detailed industry materials for multiple technology sectors
  • 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
  • MBA or Masters degree in Finance or Economics or a minimum of 6 years corporate finance and capital markets experience with a top tier global bank
  • 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
  • Maturity and good judgement in handling confidential and sensitive information
  • Ability to work under pressure and adhere to tight deadlines
  • 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
10

Experienced Investment Banking VP-healthcare Services & IT Resume Examples & Samples

  • Approximately 1 - 2 years of Investment Banking experience at the Vice President level
  • An MBA from a top tier business school preferred, but not required
  • M&A transaction experience
  • Excellent analytical and modeling skills
  • LI-MH2
11

Investment Banking VP Resume Examples & Samples

  • Execute and manage actions in Deal Teams representing: Mergers & Acquisitions – Includes: drafting materials, buyer list creation/contacts/management, financial analysis, negotiating and logistics management
  • Search for and recommend new deal opportunities to be entered into by the Firm through the formulation/issuance of factual financial analyses and the creation of various financing plans. Participate in selling/pitching the Firms services/products to new clients
  • Participate in other projects as requested by management
  • MBA from top-tiered business school preferred
  • Bachelor’s degree in Finance or Accounting required
  • Minimum three years of middle market investment banking experience, since graduation from an MBA program, or an equivalent combination of education and experience required
  • Able to provide direction and leadership in order to build a strong team environment
  • Positive and takes initiative
  • Proficient in Microsoft Office products
12

Investment Banking VP-debt Capital Markets Resume Examples & Samples

  • Approximately 1 - 2 years of Debt Capital Markets experience at the Vice President level
  • An MBA from a top tier business school preferred, but not required
  • Transaction experience
  • Excellent analytical and modeling skills
  • Strong client management skills
  • LI- MH2
13

Investment Banking VP-leveraged Finance Resume Examples & Samples

  • Five to seven years of experience in leveraged lending and/or high yield financing
  • MBA from top-tiered business school preferred, bachelor degree required
  • Thorough knowledge of the leveraged finance industry including terminology, structures, and market participants. Candidates with prior exposure to the high yield market are preferred
  • Outstanding leadership skills; track record of success and high performance
  • Delivers clear, effective oral and written communication
  • Strong financial modeling skills required. Ability to build detailed, fully-integrated financial models and financial projections and analyze the impact of proposed transaction options on the capital structure, cash flows, debt service requirements, compliance with financial covenants and differences in GAAP versus tax treatments, etc
  • Series 79 and 63 licenses required within 90 days of hire
  • Ability to manage expectations of senior bankers, other deal team members and clients while working on multiple projects simultaneously
  • Excellent mathematical, writing, verbal and computer skills
14

Investment Banking VP-consumer & Retail Resume Examples & Samples

  • Execute and manage actions in Deal Teams representing
  • Previous experience as an investment banker required, preferably in the consumer and retail sector
  • Objective and a constructive problem solver
  • Able to provide direction and leadership in order to build a strong team environment
  • Results-oriented, and focused on producing a high quality product
  • Clear, effective oral and written communication skills
  • Strong accounting and financial statement analysis skills with attention to detail
  • Series 79 and 63 required within 90 days of employment
15

Investment Banking VP Resume Examples & Samples

  • Support the institutional effort against existing larger franchise clients
  • Take responsibility for additional client relationships
  • Grow revenue from the portfolio of relationships - having helped assess and quantify the full opportunity
  • Market and execute deals using a coordinated approach to prospecting strategy with relevant Citi partners
  • Keep up-to-date on developments in the core product set to explore and refer opportunities
  • Develop and execute business which optimally leverages bank resources
  • Proven successful advisory mandates
  • Pro activity - Identifying new business opportunities
  • Strong negotiator
  • Educated to degree level with a minimum grade of 2:1 (or equivalent experience)
  • Degree in related discipline would be advantageous
16

Investment Banking VP-financial Institutions Group Resume Examples & Samples

  • Creating financial analysis and strategic business analysis
  • 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)
  • Stay abreast of industry trends and best practices of clients’ competitors
  • Tracking business development (collect research, analyze industry trends)
  • Ability to identify new business opportunities and suggest solutions
  • Evaluate corporate transactions and their structures
  • Act as a mentor and role model to Analysts and Associates
  • 6 years or more of investment banking experience at a recognized investment bank although we will also consider those with relevant experience either in a relevant corporate or Big 4 transaction advisory firm
  • An excellent academic background
  • 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
  • Superior client interaction skills and commitment to serving the client
  • 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
17

Investment Banking VP-services & Industrials Resume Examples & Samples

  • Bachelor’s degree required, MBA preferred
  • Previous experience as an investment banker required, preferably in the Services sector
  • Results-oriented, and focused on producing a high quality product
  • Clear, effective oral and written communication skills
18

Investment Banking VP-life Sciences Resume Examples & Samples

  • Contribute to annual revenue targets set forth by senior management by identifying, recommending, and closing new deal opportunities to be entered into by the firm. Participate in selling/pitching the Firms services/products to new clients and referral sources
  • Previous experience as an investment banker required, preferably in the Healthcare / Life Sciences sector
  • Objective and a constructive problem solver
  • Positive and self-motivated
19

Investment Banking VP Opportunities With the Power Investment Banking Team Resume Examples & Samples

  • BA degree with outstanding academic qualifications
  • Relevant Vice President experience in investment banking or capital markets in the Power sector
  • Mastery of software applications, primarily Excel and PowerPoint
  • A track record of superior performance in extracurricular and professional activities
  • Demonstrate a combination of strong quantitative/analytical skills, attention to detail and client focus
  • Strategic and creative thinking; distinguished written and oral communications skills
  • Assertiveness, initiative, leadership, strong work ethic, team focus
  • Dedication to building a career in the investment banking industry, with a focus on the Power sector
20

Investment Banking VP / Director Resume Examples & Samples

  • Contribute to annual revenue targets set forth by senior management by identifying and closing new deal opportunities to be entered into by the firm
  • Participate/lead in selling/pitching the Firm’s services/products to new clients and referral sources
  • Execute and manage transactions representing
  • Bachelor’s degree required, MBA, Ph.D or M.D. preferred
  • Previous experience as an investment banker in the Life Sciences with experience executing biotechnology equity and M&A transactions
  • Existing list of biotechnology clients is beneficial but not a requirement
  • Series 79 and 63 required within 90 days of employment
21

Investment Banking VP Resume Examples & Samples

  • Support the institutional effort against “Platinum” clients
  • Take responsibility for “Core” relationships
  • Experience of Investment Banking within the CEEMEA Market
22

Investment Banking VP-financial Sponsors Group Resume Examples & Samples

  • Expand William Blair’s private equity coverage by identifying private equity firms that are not actively covered by William Blair, but that present significant fee potential
  • Introduce private equity firms to William Blair’s capabilities and expertise
  • Gather each private equity firm’s unique investment criteria and maintain William Blair’s proprietary database of investment criteria
  • Introduce William Blair’s highly-relevant deal flow as acquisition ideas to private equity firms
  • Identify high-quality M&A, leveraged finance and ECM prospects within private equity clients’ portfolio
  • Partner with senior Financial Sponsors Group, sector coverage and product bankers to prospect, pitch and execute transactions on behalf of private equity firms and their portfolio companies
  • Attend industry conferences and networking events
  • Bachelor’s degree required. MBA from top-tiered business school preferred
  • Prior work experience in Investment Banking and/or Private Equity required, preferably in Financial Sponsors Coverage and/or Leveraged Finance
  • Clear, effective oral and written communication skills
  • Able to provide direction and leadership in order to build a strong team environment
  • Committed to satisfying internal and external customers
23

Investment Banking VP, Industrials Resume Examples & Samples

  • Implement calling plans to ensure business development is pursued across the client base
  • Liaise with Citi’s network to develop the relationships globally
  • Manage clients’ expectations and effectively engage in difficult discussions with clients
  • Mentor and develop individuals within the team
  • Credible client presence
  • Ethics driven
  • MBA qualification or advanced degree would be highly advantageous (or equivalent experience)
  • Applicable regulatory licenses