Conducted due diligence and prepared internal committee and marketing materials. Assisted with execution of transactions, including meeting clients and preparing client presentations. Analyzed financial data and created credit summaries for review by management, internal credit committee, and external capital markets. Entrepreneurial skills are also considered more … Participated in all aspects of M&A, restructuring, and capital raising assignments. Estimated target stock prices using APV, DCF and Relative Valuation models, assisted in composing 11 investment reports. Managed data room and diligence requests to achieve a 30-day confirmatory diligence period. Prepared valuation analyses, merger and LBO models, and client presentations. Highly ethical with excellent communication, analytical, organization and leadership skills. Reviewed financial performance reports produced by money managers representing nearly two billion dollars across 150 investments. Investment bankers need the ability to make connections with people from many industries and various cultures. Developed and presented new business proposals for underwriting and financial advisory services, including mergers & acquisitions and capital raises. Drafted responses to underwriter and financial advisor requests for proposals. The primary job skill of investment banking is persuading and convincing. Helped found JPMorgan's clean technology practice by researching, identifying and meetings with potential clients and investors. Prepared presentation materials that critiqued a company's strategy and compared its performance to those of peers within its sector. Delivered market research to complete $10M+ acquisition of Wolverine Anesthesia Consultants to TeamHealth. Compiled and co-authored over 50 CIMs detailing companies and transactions were later were used by senior bankers in management presentations. Worked closely with corporate finance team providing financial advisory services to high-growth tech companies. Led due diligence on select company assets to ascertain restructuring opportunities. Assisted with call preparation and research and qualified prospects for credit and capital markets product opportunities. Participated in formal investment banking training program. Provided credit valuations for public and private companies and performed in-depth market and business development research for the REIT practice. Generated over 100 PowerPoint sales presentations. Conducted M&A market research, and drafted M&A Monitor research paper. . Participated in the private placement rankings survey conducted by Securities Data Company. Researched target companies; evaluated potential buyers and sellers, business synergies and transaction values. Issued financial analysis and market research memoranda and reporting for internal committee approval. o Potential investment in a global biopharmaceutical company Often, they are asked to work long hours on hard tasks that require a positive attitude and a love for the profession. Gained transactional experience representing public/private companies, private equity Conducted in-depth research on various industries including cosmetics, TMT and chemical. Drafted materials critical to equity and debt syndication, including Confidential Information Memos and Offering Memos. That takes a nimble intellect. Core skills: Based on job listings we looked at, employers want Investment Banking Analysts with these core skills. Investment banking analysts are usually slotted in industry-specific categories such as finance, healthcare, manufacturing, or emerging markets. real estate firm with over 8,000 apartments. Gained significant experience in financial statements and industry analysis as pertains to equity valuation. Conducted research on Capital IQ for company valuations, comparables, previous transactions, and industry analysis. Created operating and technical process flow visuals for internal and client presentations. Conducted research on real estate market conditions and investment opportunities for pitch book presentations. Some of the key necessary skills include: Enthusiasm Grit Attention to Detail Endurance Positive Attitude Ability to Learn Quickly Tenacity Conducted detailed strategic and financial analyses, prepared and participated in client presentations. ! OPrepared comparable companies and DCF analyses to determine a purchase price based on a 5.91x multiple. Discover the top 10 types of Excel models in this detailed guide, including images and examples of each. New business ideas, deals, products, and opportunities come from all directions in investment banking. Valued companies as well as potential acquisitions using financial models such as Comparable Company Analysis ! Corresponded with international financial institutions to verify accurate issue-specific voting requirements by country were met and submissions were confirmed. Produced materials to provide strategic advice on capital markets trends/conditions and innovative asset financing solutions. The average salary for an Investment Banking Analyst with Research Analysis skills is $68,489. Provided financial analysis to enhance investor relations presentation materials. OAssisted on identifying potential target companies through in-depth research across various industry sectors. ! Initiated Comparable Company Analysis for three firms (crude oil, electricity, and food industries). Advised U.S. banks on M&A, tax-efficient divestitures, TARP repayment, IPOs, financing and capital distribution. Objective : Investment Banking analyst, project finance and asset based financing experience. Investment Banking Analysts ensure their clients make the right investments in line with their goals. Performed company and market research in the Financial, Telecom, Media, Consumer and Auto industries. Performed financial analysis of 20 existing and potential strategic corporate clients. Supported technology investment banking team. Created and maintained robust databases for the new-issue and utility debt markets, using automated VBA processes and Bloomberg API. Created pitch books to be presented to senior management on targeted companies. Partnered with Relationship Managers and Loan Portfolio Managers in select client meetings where in depth financial analysis is essential. Advised technology and growth clients on M&A and capital raising transactions Selected Transaction Experience:. Prepared complex financial valuation models, merger models, and Leveraged Buy-Out models. Authored board presentations and financial analyses. Conducted DCF and LBO analyses for the potential cross-border acquisition of a defense logistics services & distribution company. Worked on 2 LATAM transactions in consumer goods industry (buy-side M&A and $3.4B leveraged buyout). loan and revolving credit facility underwriting for the deal team. Created valuation analyses, including DCF, LBO, EPS accretion/dilution, and industry multiples. financial forecast, etc. Executed a wide range of transactions including M&A transactions, global offerings and worldwide road shows. Completed legal due diligence on renewable energy companies considered for a merger or acquisition. Developed formal valuation of Chipotle and presented to McDonald's Board of Directors. Led analyst team on various engagements, composed ~60 page memorandums and pitch books to position clients for sale. Utilized Capital IQ to identify public and private comparables. Developed DCF, M&A, and LBO models as well as liquidity, recovery, and structured finance analyses. Advised on a go-private transaction Performed a BETA analysis while developing a detailed DCF valuation used for Board review. Investment Banking job description below provides full and complete details of the roles and responsibilities of an Investment Banker, top skills needed to perform such functions and the primary qualification required to become an Investment … Led client companies in sell-side management presentations. Net Movements in Cash 6. Assisted in preliminary work on IPO for an electronic company scheduled for Shenzhen Stock Exchange. External Financing 5. A certified management accountant (CMA) designation signifies expertise in financial accounting and strategic management. Conducted company valuation, presented company snapshots to senior bankers, and prepared pitch books. Depreciation 12. Short-Term Debt 7. Dividend Payable 8. Worked on 2014 live M&A deals and 144A private placement offerings with focus in Real Estate. Evaluated impact against the competitiveness of U.S. financial institutions. Completed due diligence, financial analysis and marketing materials for HD Vest, Inc., a publicly traded financial services company. analyzed acquisition opportunities and anti-trust issues for chip manufacturer within 700M buy-side mandate. Advanced MS Excel, MS PowerPoint, and Capital IQ skillset in all aspects of transaction. Created excel financial models used for equity offering and merger analyses. Utilized different models to do evaluation and made recommendations for target companies. Learned through LBO and M&A process, practices and model building. Drafted teaser and private placement roadshow marketing documents. Transitioned from the engineering industry to join a boutique healthcare firm formed by two managing directors from Goldman Sachs. Conducted financial modeling and analytical due diligence; including comparable company analysis, and accretion /dilution scenario analysis. Managed monthly Microsoft Hot Fix updates including testing all critical applications and implementation within Investment Banking. Created financial models projecting forecasts for national and international firms. Executed IPO for BET, the first ever African-American controlled company to be listed on the Created investor and client presentations, teasers, and CIMs for various equity, debt, and M&A transactions. Assisted the project lead in drafting CIM, management presentations and teaser preparations. Selling is a big part of the job. Collected investor materials and calculated leverage for an equity offering of $6.5 million (USD) by a client. Led morning call, questioned management teams, and interacted directly in investor meetings and sell side conferences. Analyzed M&A and strategic alternatives for financial services companies. Facilitated analysis of financial statements and preparation of client presentations for middle market deals ranging from $10- $250M. Cooperated with teammates to prepare teasers and pitch books for several companies across technology and software industries. Selected Transaction Experience: Created company profiles & industry research covering various real estate sectors. Conducted industry research, analyzed financial statements, and performed extensive valuation work. If you want to work as an Investment Banking Analyst, focus on the following. ! Prepared pitch books and presentations for client meetings. Developed pitch books used to generate new business. Drafted prospectuses and other public filings, confidential information memorandums, commitment committee memos, etc. Served as analyst on Visa's $19.7 billion IPO team, performed valuations for initial public offering. Utilized valuation methodologies including discounted cash flow, net asset value, comparable multiple analysis, and precedent transactions analyses. Proposed and developed strategic alternative pitches for clients in Financial Industries while utilizing Capital IQ, Factset, SNL and company filings. What are the top 3 traits or skills every investment banking analyst must have to excel? Valuated the company using DCF, EVA, Comparable Company & Precedence transition analysis methods to suggest a share price. Developed three statement and discounted cash flow (DCF) models for a $22M SaaS loan pricing software company. Reconstructed financial statements for a clothing and design company including a DCF model valuation. Leveraged industry and market analysis into income statement, cash flow statement and balance sheet projections. Participated in due diligence with senior executives. investment banking analysts Investment banking analysts are the workhorses of an investment banking team; they are typically straight out of top undergraduate programs, and join the bank for a two-year analyst … The ability to identify business opportunities in new and unusual areas is a requirement of the job. Conducted company research using financial statements and other sources to draft Conducted weekly analysis of financial and equity markets. For example, 12.6% of Investment Banking Analyst resumes contained Financial Models as a skill. Worked in TMT software research team and have 22 stocks under coverage include Microsoft, Adobe, Oracle and Red Hat. Prepared Board presentations, drafted fairness opinion, and confidential offering memorandum. The job hunt is where you reap the benefits of that … Developed financial models used to determine implied credit quality, make-whole calculations and fair value assessments. 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