CV / English / Investment Banking Analyst

Address: 245 Finance Avenue, Suite 100, New York, NY 10001 Email: [email protected] Phone: +1 (555) 123-4567 LinkedIn: linkedin.com/in/emilycarterfinance

Dynamic and detail-oriented Investment Banking Analyst with a solid 3-year background in fast-paced financial environments. Proven track record in financial modeling, market analysis, and team collaboration. Adept at providing strategic investment advice and building strong client relationships. Possesses a keen understanding of market trends and a commitment to continuous learning and professional development.

Core Competencies

• Financial Modeling & Valuation
• Market Research & Analysis
• Mergers & Acquisitions
• Deal Structuring
• Investment Strategies
• Risk Assessment
• Client Relationship Management
• Team Collaboration
• Regulatory Compliance

Technologies & Certifications

• Proficient in Bloomberg, FactSet, and MS Office Suite (Excel, PowerPoint, Word)
• Advanced knowledge of SQL and Python for financial analysis
• CFA Level II Candidate
• Certificate in Financial Modeling & Valuation from Corporate Finance Institute

Professional Experience

Associate Investment Banking Analyst Goldman & Chase, New York, NY June 2020 - Present - Conducted comprehensive financial analysis and modeling for over 20 corporate clients, enhancing investment strategies and supporting deals worth over $5B. - Led market research efforts, identifying key trends and opportunities in various sectors, resulting in a 15% increase in client investment returns. - Collaborated with senior analysts on M&A transactions, from initial due diligence to deal closure, improving process efficiency by 20%.

Financial Analyst Intern Merrill & Stone, New York, NY May 2019 - August 2019 - Supported senior analysts in developing investment portfolios by analyzing market trends and financial statements. - Contributed to the preparation of pitch books and client presentations, effectively enhancing client engagement. - Assisted in the execution of transactions and operational activities, gaining hands-on experience in investment banking operations.

Education & Training

Bachelor of Science in Finance New York University - Stern School of Business, New York, NY September 2016 - May 2020 - Graduated with Honors (GPA: 3.8/4.0)

Certifications: - Certified Financial Analyst (CFA) Level I - Financial Modeling & Valuation Analyst (FMVA) Certification

Referees

Mark Thompson Senior Investment Analyst, Goldman & Chase Email: [email protected] Phone: +1 (555) 987-6543

Laura Benson Vice President, Merrill & Stone Email: [email protected] Phone: +1 (555) 654-3210