Investment Banking Analyst Resume Example

“Investment banking analyst with 3 years at a bulge bracket firm executing M&A, equity, and debt transactions across technology and healthcare sectors. Expert in financial modeling, valuation methodologies, and client-facing presentations, with experience on $10B+ in closed transactions.”

• Worked on 8 M&A and capital markets transactions totaling $12B in deal value across technology and healthcare
• Built an LBO model for a $3B PE acquisition with detailed operational assumptions, debt schedules, and returns under 5 scenarios
• Created pitch books and management presentations for 15+ client engagements. Helped secure 4 new advisory mandates
• Ran financial due diligence on an $800M target. Identified $25M in EBITDA adjustments that influenced the purchase price negotiation
• Wrote industry research on SaaS and fintech that senior bankers used on 10+ pitch processes
• Responsible for maintaining live deal models and updating them as new information came in during transaction processes
• Worked 80+ hour weeks during live deals. Managed tight deadlines and competing priorities across multiple engagements
• Built comparable company and precedent transaction analyses for valuation ranges in client presentations
• Coordinated data room access and information requests between buyers, sellers, and legal counsel during due diligence

Include these keywords in your resume to pass Applicant Tracking Systems.

• CFA Level I
• Series 79 and 63 Licensed