Investment Banker Resume Example
An investment banker resume example with 7+ years of experience in M&A and capital markets.
Alexander Zhang
Professional Summary
Results-driven Investment Banking Vice President with 7+ years of experience in mergers & acquisitions and capital markets. Track record of successfully executing transactions valued over $10B across technology and healthcare sectors. Expert in financial modeling, due diligence, and client relationship management.
Experience
Vice President, Investment Banking2021 - Present
Morgan Stanley
- •Lead execution of M&A transactions and capital raises ranging from $500M to $5B in enterprise value
- •Manage team of 5 analysts and associates in deal execution, financial modeling, and client presentations
- •Developed pitch materials resulting in 6 new client mandates worth $400M in potential fees
- •Structure and negotiate complex financial transactions including leveraged buyouts and IPOs
- •Conduct comprehensive financial analysis and due diligence for buy-side and sell-side mandates
Associate, Investment Banking2018 - 2021
Goldman Sachs
- •Executed 12+ M&A transactions and capital markets deals with aggregate value of $8B
- •Created detailed financial models including DCF, LBO, and comparable company analyses
- •Prepared client presentations and memorandums for board meetings and management discussions
- •Coordinated due diligence processes with legal counsel, accountants, and other advisors
- •Mentored junior analysts on financial modeling and transaction execution
Investment Banking Analyst2016 - 2018
JP Morgan
- •Supported senior bankers in execution of M&A and capital markets transactions
- •Built comprehensive financial models and valuation analyses for various industries
- •Conducted market research and industry analysis for client presentations
- •Prepared detailed company profiles and investment memorandums
- •Managed data rooms and coordinated with various transaction stakeholders
Education
Master of Business Administration2014 - 2016
Harvard Business School
Bachelor of Science in Economics2010 - 2014
University of Pennsylvania
Skills
Financial Modeling, M&A Advisory, Capital Markets, Due Diligence, Valuation, LBO Analysis, DCF Analysis, Client Relationship Management, Team Leadership, Bloomberg Terminal, Excel, PowerPointMore Resume Examples in Finance
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