Investment Banking Associate

Writing a great investment banking associate resume is important because it is one of the first things a potential employer will see when they are considering you for a position. It is your opportunity to make a good first impression and sell yourself as the best candidate for the job.

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If you're looking for inspiration when it comes to drafting your own investment banking associate resume, look no further than the samples below. These resumes will help you highlight your experience and qualifications in the most effective way possible, giving you the best chance of landing the investment banking associate job you're after.

Resume samples

Londa Kelvington

londa.kelvington@gmail.com | (186) 390-6932 | Fairbanks, AK

Summary


I am an investment banking associate with over three years of experience in the industry. I have worked on a variety of deals, including mergers and acquisitions, public offerings, and private placements. I have also gained valuable experience working with clients in different industries, such as technology, healthcare, and consumer goods. My skills include financial analysis, modeling, and presentations.

Experience


Investment Banking Associate at Goldman Sachs, IDMay 2022 - Present

  • Raised $3 million for a startup company in its Series A funding round.
  • Led the successful sale of a privately held company to a publicly traded corporation.
  • Negotiated and structured $2.5 billion worth of mergers and acquisitions.
  • Arranged financing totaling $1.8 billion for infrastructure projects in developing countries.
  • Generated over $10 million in revenue through market making activities on behalf of clients.
  • Advised management teams of portfolio companies on strategies to increase shareholder value.

Investment Banking Analyst at Morgan Stanley, IDJul 2019 - Apr 2022

  • Led the analysis and due diligence for a $2.3 billion leveraged buyout transaction.
  • Conducted comprehensive industry research to support investment decisions for a $1.5 billion hedge fund.
  • Presented findings on a potential $600 million acquisition target to senior management of a major private equity firm.
  • Created detailed financial models used in the underwriting of over $4 billion in high-yield bonds.
  • Managed teams of up to 5 analysts in completing ad hoc projects with quick turnaround times.
  • Analyzed 10-Ks, 10-Qs, and 8-K filings for public companies across multiple industries.

Education


Bachelor of Science in Finance at University of California, BerkeleyAug 2015 - May 2019

I've learned how to read and analyze financial statements, how to forecast future financial performance, and how to value businesses and investment opportunities.

Skills


  • Financial analysis
  • Financial modeling
  • Presentation skills
  • Excel
  • VBA
  • Access
  • SQL

Luanne Cal

luanne.cal@gmail.com | (402) 841-1882 | Spokane, WA

Summary


As an investment banking associate with over three years of experience, I have a proven track record in providing support to senior bankers in various transactions including public and private debt and equity financings, mergers and acquisitions, restructurings, etc. I have also gained significant exposure to the real estate industry through my work on several large REITs' IPOs. My responsibilities included financial analysis, preparing presentations for clients and prospects, researching industries/companies/transactions, building models for valuation purposes & more.

Experience


Investment Banking Associate at Evercore, WAApr 2022 - Present

  • Closed a $15 million deal with Acme Corporation.
  • Negotiated a $10 million loan for XYZ Corporation.
  • Acted as lead advisor on a $20 million merger between ABC Company and 123 Company.
  • Successfully completed 10 IPOs, raising over $1 billion in total.
  • Managed a portfolio of 50 clients worth over $5 billion.

Investment Banking Analyst at , WASep 2019 - Mar 2022

  • Successfully completed analysis on $1B in potential investments and provided clear recommendations to upper management.
  • Worked on a team that closed a $500M deal with ABC Corporation.
  • Prepared presentations for clients that led to the successful acquisition of XYZ Company.
  • Successfully managed projects from start to finish, ensuring all deadlines were met.
  • Conducted extensive research and due diligence on various companies and industries.

Education


Bachelor of Science in Finance at University of Washington, WASep 2014 - May 2019

Some skills I've learned are financial analysis, Excel, and problem solving.

Skills


  • Financial analysis
  • Financial modeling
  • Excel
  • PowerPoint
  • Microsoft Office Suite
  • Bloomberg Terminal

Jalene Jilg

jalene.jilg@gmail.com | (742) 329-2248 | Lincoln, NE

Summary


I am an experienced investment banking associate with over three years of experience in the industry. I have worked on a variety of transactions, including mergers and acquisitions, capital markets financings, and debt restructurings. I have a strong understanding of financial modeling and valuation techniques. I am also proficient in Excel and PowerPoint.

Experience


Investment Banking Associate at Goldman Sachs, NEJun 2022 - Present

  • Negotiated and closed $100 million loan for client.
  • Led due diligence process on potential $200 million acquisition target, which ultimately was not pursued.
  • Analyzed financial statements of 20 companies in the retail sector as part of a comprehensive industry study.
  • Wrote pitch book sections highlighting key aspects of each company's business model and competitive landscape.
  • Presented findings to senior bankers, resulting in four new mandates.

Investment Banking Analyst at JPMorgan Chase, NEJul 2019 - May 2022

  • Raised $10 million for a new product launch.
  • Negotiated and closed a $15 million deal with a client.
  • Successfully completed an IPO worth $20 million.
  • Managed a team of 5 analysts to successfully complete projects on time and under budget.
  • Achieved personal best in sales by closing 3 deals totaling over $5 million.

Education


Bachelor of Science in Finance at University of Nebraska-LincolnAug 2015 - May 2019

I have learned financial analysis, accounting, and investment skills while studying finance.

Skills


  • Financial analysis
  • Financial modeling
  • Presentation skills
  • Excel
  • VBA
  • Access