Investment Banking Analyst Resume Samples

Description :

1. Technology-focused investment banker providing strategic M&A advisory and capital raising solutions to firms in the middle corridor.
2. Lead deal execution, develop strategic positioning, financial model, marketing materials and buyer outreach.
3. Coordinate information flows and served as the primary contact between buyer, seller and internal team.
4. Advised leading, independent e-commerce shipping platform, an embedded software company, SAAS property tax management platform, on a sell-side M&A transaction.
5. Achieve outlier indication of interest (significantly beyond transaction comps) from the creation of highly Support turn-key origination, pitching, and execution efforts of the transaction one of three on deal team.
6. Reposition company marketing message for accelerating growth based on geographic and vertical.
7. Create comprehensive financial and information package for outreach to 80+ strategic and financial buyers.

Experience

2-5 Years

Level

Junior

Education

B.B.A

Description :

1. Executed M&A and capital raising deals for technology companies with an aggregate value of $100m+:
2. Leveraged critical operational and financial data to provide insights in the valuation memo and management presentation. Created a sales forecast model combining the company's KPIs, seasonal.
3. Patterns and growth strategy. Liaised between management teams throughout the promotion, due diligence, and closing stages.
4. Modeled the acquirers' offers and shareholder proceeds to provide insights for negotiation discussions.
5. Drafted a synergy analysis to quantify the incremental cash flow and enterprise value benefit that would result from a combination with a publicly traded buyer.
6. Modeled the shareholders' cap table to analyze distributions, managed diligence. leveraged the client's google analytics data to provide buyers insight into the business in the valuation memo and management presentation.
7. Collaborated with senior bankers throughout the deal sourcing pipeline process in identifying high-growth and bootstrapped initiative market research, competitive landscape and industry sizing analyses in preparation of client pitch books.

Experience

2-5 Years

Level

Junior

Education

Master Of Finance

Description :

1. Analyzed and configured multiple sets of client company financial data for management review and presentations.
2. Worked with quantitative analysts on the ongoing development of the derivative team reporting framework, including, but not limited to, the profit and loss quantification and attribution of the equity indexed derivative portfolio against the equity indexed derivatives embedded in SBC's funding portfolio.
3. Learned how to build different types of financial models to help derive an accurate valuation of the client's company and input the data into a database for further analysis.
4. Coordinated with program/project managers, clients, and other stakeholders as appropriate as the business/functional counterpart for solution identification.
5. Supported creation of business case(s) outlining cost impacts and value drivers of proposed solutions.
6. Experience in designing systems for retrieving structured and unstructured data desirable.
7. Conducted business and financial due diligence with company management in addition to a sum-of-the-parts valuation of the company using selected companies, selected transactions, and discounted cash flow analysis.

Experience

5-7 Years

Level

Junior

Education

M.B.A

Description :

1. Conduct various financial analyses including discounted cash flow (DCF) models, working capital and weighted average cost of capital (WACC) analyses, and comparable company and transaction analyses.
2. Research and analyze various industry trends and responsible for the firms marketing publications: the annual aerospace & defense yearbook, the quarterly industry update, and the monthly industry operating data pack.
3. Conducted quantitative and qualitative analysis of target company's products and supporting platforms to find potential synergies for the client; resulted in strong client interest that led to a high valuation and bid.
4. Analyzed the effects of section 338(h)(10) election and tax-benefits of the target company's historical net operating losses (NOLS) on the sale value of the company.
5. Codeshare service and with lenders to restructure aircraft fleet, leading to the extension of revenue.
6. Prepared in-depth analysis of company financials and developed valuation ranges.
7. Acquirers, valuation analysis & modeling, and due diligence & information flow management.

Experience

7-10 Years

Level

Junior

Education

B.A (Business Economics)

Description :

1. Developed, maintained, and delivered monthly analyses and reports ensuring the accuracy of the information and outlining key drivers.
2. Performed general ad hoc analysis of financial and operational data for trends and variances.
3. Using historical information along with changes in market and business environment.
4. Created one-page briefs that included a high-level business description, valuation, and industry.
5. Developed financial models and added valuations for financing, structure, and cash flow.
6. Compiled company information into professional power point presentations for use with investors.
7. Organized communications for the quarterly report filing to the sec for two client companies.

Experience

2-5 Years

Level

Junior

Education

B.B.M

Description :

1. Evaluate and execute all phases of transactions, including deal origination, preparation of offering documents, investor packages and facilitating closing documentations.
2. Complete due diligence analyses by reviewing client's financials, conducting industry research, asking certain key questions and investigate the current practices of process and policies.
3. Build financial projections, analyze industry data, and maintain an intra-company database using excel.
4. Prepare financial reports, business plans, pitch and presentation materials to potential investors.
5. Conduct broker-dealer's monthly computation of net capital and submit the financial report to FINRA and SEC.
6. Introduced and communicated a/r and P. O. Financing to investors; oversaw the preparation of investor package; conducted detailed financial projections; advised on modifying the existing capital structure and use of funds.
7. Initiated preparation of business plan, acquisition targets & presentation materials working closely with client CFO; prepared valuation using public company comparables and DCF.

Experience

7-10 Years

Level

Junior

Education

M.A(Economics)

Description :

1. Independently work on deal sourcing, identify, research and analyze potential investment opportunities based on the U. S. And China market.
2. Engage the whole process of transactions analysis and execution from start (pitch/marketing) to finish (close/pricing), and directly report to the senior managing director.
3. Develop and maintain complex financial models, and perform valuation analysis by using DCF, comparable company trading multiples, and precedent transactions.
4. Draft and prepare bilingual (English and Chinese) marketing materials including pitch books, teasers, and investor presentation slides and other documents such as term sheets.
5. Conduct company research, comps analysis, industry research, and transaction research by using capital IQ, and maintain a strong insight into the sector specific business dynamics.
6. Screen and target potential institutional investors/buyers by using capital IQ and axial to market transactions.
7. Focus on identifying and meeting client needs, build and sustain relationships with clients.

Experience

2-5 Years

Level

Junior

Education

M.S (Finance)

Description :

1. Conducting company and industry research for new transaction opportunities.
2. Communicating with potential investors and identifying actionable next steps for eleven live transactions in agriculture, food supplement, mortgage banking, renewable energy and specialty finance.
3. Support clients understanding of enterprise value by reviewing financial models, multiples and other financial metrics.
4. Collaborating with senior management in the development of client pitch materials.
5. Managing all interns and transferring daily working experience to new interns.

Experience

0-2 Years

Level

Junior

Education

M.S (Finance)

Description :

1. Identify, research, and contact potential acquisition targets for buy-side clients.
2. Manage due diligence process, maintain public comps sheet, and conduct company and industry research.
3. Mergers and Acquisitions, Financial Modeling, Financial Analysis, Valuation.
4. Produced list of strategic and financial investors based on business strategy or investment thesis.
5. Conducted valuation of companies using multiples, comparable company analyses and discounted cash flow analyses.
6. Collaborated with management in developing a reasonable forecast and pro forma analysis for the opening.
7. Executed five successful transactions and worked on numerous other deals, including sell-side and buy-side M&A.

Experience

5-7 Years

Level

Junior

Education

B.S

Description :

1. Supported daily operations through the valuation of prospective clients with financial analysis and research on pending Mergers/ Acquisitions.
2. Internal analysis of potential clients through 10-k and other sec filings, following a review of each company's business plan.
3. Focused on growth companies with capital development plans in the public and private space.
4. Expanded the firm's client database to ensure organization of private capital in association with companies seeking to finance whether it is significant contract opportunities or expansion through partnerships or acquisitions.
5. Performed a valuation of the target using selected companies, selected transactions, and discounted cash flow analyses to assess the value of the target against the purchase price.
6. Established a novel system for the director of investments to maintain client investment in accordance with the firm's compliance department.

Experience

2-5 Years

Level

Junior

Education

B.S (Finance)

Description :

1. Set up screeners using Thomson Reuters spreadsheet link and creates excel databases for potential candidates in areas of M&A, Debt restructuring, and structured debt offering.
2. Led researchers and due diligence for over 50 proposed companies. Created internal memoranda and investment presentations helping understanding companies' business model, financing needs, and industry competitive landscape to support decision-making.
3. Conducted financial and valuation analyses in preparing competitive project strategy.
4. Supported senior associates reviewing legal documents and other compliance related materials.
5. Prepared market analyses and property comparable reports, as well as offer memorandums and proposals for new investment opportunities.
6. Participated in an acquisition negotiation. Developed financial models summarizing risks and returns corresponding to two different alternative offerings.
7. Drafted second proposal. Led negotiation preparation including gathering supporting information, conducting need assessments of stakeholders, and developing alternative solutions for the deal.

Experience

2-5 Years

Level

Junior

Education

M.A(Finance)

Description :

1. Provided strategic advisory on capital structure and acquisition opportunities; prepared presentations.
2. Managed back office operations of six acquisition transactions, each with an indicated value over $100m.
3. Collaborated with CFOs to standardize and present company data in cohesive excel dashboards and pivot.
4. Performed in depth market and company research focusing on IOT, saas and e-commerce sectors.
5. Experienced  in managing multiple deals in fast-paced, deadline intense environments
6. Corporate finance generalist with a focus on restructuring transactions.
7. Built financial projection models projecting company's income statement, cash flow statement and balance sheet as well and working capital schedules.

Experience

2-5 Years

Level

Junior

Education

B.A

Description :

1. Create DCF models for multiple private small and mid cap companies in m&a and private placement deals.
2. Perform peer and transaction comparable analysis, due diligence for companies with a focus on TMT, consumer retails and business services.
3. Prepare proposals, pitch books and presentations with senior bankers for clients.
4. Assist in the development, communication, and execution to current and prospective clients.
5. Researched clients background, main products, market plan, business strategy, financial statement, leadership structure, and profitability to determine the chance of cooperation and potential risks.
6. Performed tax analysis to calculate the present value tax benefit under certain transaction structures
7.  Prepared detailed due diligence questions list and coordinated with internal product groups.

Experience

2-5 Years

Level

Junior

Education

M.S(Finance)

Description :

1. Identified potential acquisition, investment, and restructuring targets through industry, financial and strategic analyses. Focused on distressed debt transactions for publicly traded small to middle cap companies.
2. Prepared pitch books and presentations for internal use and investors review.
3. Applied valuation models in determining companies financial liquidity level and intrinsic value.
4. Worked closely with managing director in daily interactions with client's senior management team. Supported senior associates reviewing legal documents and other compliance related materials.
5. Executed the internal credit underwriting of transactions and prepared internal credit approval recommendations.
6. Providing ongoing support to portfolio management and risk management teams.
7. Performed qualitative and quantitative analysis to determine the potential for raising capital and deal evaluation.

Experience

2-5 Years

Level

Junior

Education

Master Of Management Studies

Description :

1. Edited due diligence report and evaluated key performance indicators after doing research on the financial statement of the subject company, and ensured that timeline and company's significant capital events were reported accurately and clearly.
2. Prepared regulatory reports for IPO and equity conversion on the behalf of private company according to the highest standards (local laws or CFA standards) and supported company in successful registration under public equity system.
3. Identified investment needs and provided financial consulting (bridge loan, IPO and etc) to private and public companies on financing and refinancing matters after valuation based on financial modeling.
4. Conducted preliminary due-diligence research and prepared power point presentations on numerous acquisition targets for clients in a variety of industries.
5. Created cash balance report for every sponsoring company regarding collections (principal, interest and legal cost); updated and maintained a report on the daily basis for regulatory and budgetary purposes.
6. Performed valuation services (fairness, solvency, and valuation opinions) in connection with the financing, restructuring as well as for tax and financial reporting purposes.
7. Prepared investor presentation materials: financial models, information memoranda, and industry-specific research for clients.

Experience

2-5 Years

Level

Junior

Education

MBA