Text Template #3
Investment Banking Vice President Resume Sample
Your Name
Investment Banking Vice President
City, Country •(123) 456-789 •[emailprotected] •linkedin.com/in/your-profile
EXPERIENCE
Goldman Sachs January 2021 - Present
Investment Banking Associate
Executed 15+ M&A deals worth over $5 billion leading to a 30% increase in departmental revenue.
Leveraged financial modeling techniques to deliver robust, reliable valuations for multiple billion-dollar corporations.
Proactively managed relationship with 20+ key client accounts, representing over $10 billion in assets.
Conducted comprehensive risk analysis leading to a decrease in potential loss exposure by 25%.
Enhanced process efficiency by 20% through the implementation of automation tools.
JP Morgan June 2017 - December 2020
Investment Analyst
Provided crucial insights that drove a 30% increase in investment returns for a $10 billion portfolio.
Employed advanced Bloomberg terminal skills to conduct thorough market research and analysis led to accurate forecasting.
Spearheaded a team on the due diligence project for a $50M corporate buyout.
Revamped risk assessment model that increased profitability by 15%.
Coached.com April 2013 - May 2017
Financial Analyst
Steered a complete overhaul of budgeting process that saved company 10% annually.
Implemented new financial tracking software that improved accuracy by over 20%.
Formulated strategic plan that accelerated growth by 15% per year over a 4 year period.
EDUCATION
Resume Worded Institute December 2020
Chartered Financial Analyst (CFA) - Level III
Passed all three levels on first attempts
Concentration in Corporate Strategy
Recipient of the Resume Worded Finance Scholarship
SKILLS
Financial Analysis: Financial Modeling, Valuation, Risk Analysis, Profitability Analysis, Budget Management, Cost Reduction Strategies
Software & Databases: Bloomberg Terminal, MS Excel (Advanced), FactSet, Morningstar Direct, QuickBooks, Oracle Financial
Portfolio Management: Investment Strategies, Asset Allocation, Portfolio Optimization, Securities Research
Regulation & Reporting: SEC Regulations, GAAP, IFRS, Financial Reporting, Risk Management, Corporate Governance
OTHER
Certifications: Bloomberg Market Concepts (BMC) Certification, Project Management Professional (PMP) Certification
Professional Affiliations: Member, CFA Institute; Member, Global Association of Risk Professionals
Leadership & Volunteering: Community Service Board at Goldman Sachs, Mentor at Resume Worded Young Financiers Program
Awards: JP Morgan Star Performer Award (2019), Coached.com Employee of the Year (2016)
Text Template #4
VP, Corporate Finance Resume Sample
Your Name
VP, Corporate Finance
City, Country •(123) 456-789 •[emailprotected] •linkedin.com/in/your-profile
EXPERIENCE
Morgan Stanley March 2018 - Present
Director of Corporate Finance
Restructured $2 billion debt portfolio reducing interest expenses by 30%
Managed a team of 12, ensuring maximum departmental efficiency.
Boosted annual revenue by $50M through savvy cash management and investment strategies.
Initiated cost cutting measures that increased net profit margins by 20%
Introduced advanced forecasting tool leading to a 15% improvement in prediction accuracy.
Resume Worded August 2014 - February 2018
Senior Financial Consultant
Designed and implemented a new financial framework which improved operational efficiency by 25%
Developed SQL scripts to automate financial reporting, reducing errors by 35%
Implemented a savings strategy leading to a 30% reduction in operating expense.
KPMG June 2009 - July 2014
Budget Analyst
Refined budget procedures leading to a 10% reduction in financial discrepancies.
Front lined implementation of new ERP system increasing productivity by 25%.
Produced monthly budget variance reports leading to better financial decisions.
EDUCATION
Resume Worded Institute June 2015
Executive Master in Business Administration
Focus on Strategic Financial Management
Resume Worded Academic Center May 2009
Bachelor of Science in Financial Economics
Concentration in Corporate Finance
Achievements: Cum Laude, Dean's List for all semesters
SKILLS
Finance & Analysis: Corporate Finance, Financial Analysis, Financial Modelling, Business Analysis, Budgeting, Risk Management
Financial Tools & Software: Bloomberg, MS Excel (Advanced), SAP, QuickBooks, Oracle Finance
Regulatory Compliance: Securities Regulations, Corporate Governance, Financial Reporting, SOX Compliance, IFRS, US GAAP
Languages: English (Native), Spanish (Fluent), French (Conversational)
OTHER
Certifications: Certified Public Accountant (CPA), Chartered Financial Analyst (CFA) - Level III
Leadership & Volunteering: Mentor, Resume Worded Financial Leadership Program, Member of volunteering event organization committee for Resume Worded
Awards: Received 'Leader of the Year' Award at Morgan Stanley for excellent leadership skills
Text Template #5
Executive VP, Corporate and Investment Banking Resume Sample
Your Name
Executive VP, Corporate and Investment Banking
City, Country •(123) 456-789 •[emailprotected] •linkedin.com/in/your-profile
EXPERIENCE
Barclays May 2016 - Present
Director, Corporate and Investment Banking
Directed a team of 20+ employees resulting in 85% project completion rate
Managed a portfolio of $15B, improved its ROI by 20%
Initiated the divestiture of underperforming assets and increased the firm´s cash flow by 25%
Implemented a risk management plan that reduced losses by 30%
Spearheaded equity capital market transactions worth above $20 billion.
Coached.com July 2011 - April 2016
Senior Investment Banker
Handled customer relationships worth $9B in total, increased sales by 15%
Led 5 due diligence processes for M&A that saved $100M in potential losses
Implemented new financial models that increased predictability by 25%.
Resume Worded January 2006 - June 2011
Financial Consultant
Saved firm $3M annually by optimizing tax strategies.
Balanced $5B portfolio to reduce risk and increase yield by 12%.
EDUCATION
Resume Worded Academic Center May 2012
Chartered Financial Analyst (CFA) - Level III
Award: CFA Global Honors (Top 2% amongst global test-takers)
Resume Worded University May 2006
Master of Business Administration - Finance
Recipient of university's highest graduate honor, the Finance Achievement Award
SKILLS
Banking Products: Advisory, Project Finance, Equity & Debt offerings, IPO, Mergers and Acquisitions, Restructurings
Financial Software: Bloomberg, Reuters Eikon, FactSet, MorningStar, Capital IQ
Regulatory knowledge: Basel III, SOX, SEC Regulations, AML, MiFID II
Languages: English (Native), Spanish (Fluent), French (Conversational)
OTHER
Certifications: Six Sigma Black Belt (2014), Financial Risk Manager - GARP (2012)
Leadership & Volunteering: Finance Career Mentor at Resume Worded University (Alumni Network), Habitat for Humanity (Volunteer)
Publications: Co-authored 'Emerging Markets - The New Investment Potential', published by Financial Times Press
Text Template #6
Senior Vice President, Investment Banking Resume Sample
Your Name
Senior Vice President, Investment Banking
City, Country •(123) 456-789 •[emailprotected] •linkedin.com/in/your-profile
EXPERIENCE
Resume Worded February 2017 - Present
Managing Director, Investment Banking
Spearheaded the structuring of M&A transactions that boosted revenues by 40%
Directed 30+ employees within strategic finance department improving departmental efficiency by 25%
Implemented risk mitigation strategies which reduced total risk score by 20%
Managed a portfolio of $20B increasing its ROI by 15%.
Devised strategic plans that grew customer base by 30%.
Citibank July 2012 - January 2017
Investment Banking Associate
Played a pivotal role in 10+ M&A deals worth over $5 billion leading to a 25% increase in departmental revenue
Performed risk management that reduced losses by 15%
Improved customer relationships which resulted in a 10% increase in customer satisfaction.
Coached.com May 2008 - June 2012
Financial Analyst
Implemented strategic plans that resulted in a 15% annual growth rate.
Managed and balanced a $2B portfolio improving its overall performance by 10%.
EDUCATION
Resume Worded University June 2012
Master of Business Administration (MBA) - Finance
Distinction: Graduated in the Top 5% of class
Resume Worded Institute May 2008
Bachelor of Science - Economics
GPA: 3.9/4.0, Dean’s List for all semesters
SKILLS
Financial Tools: Bloomberg Terminal, ThomsonOne, Capital IQ, FactSet, Excel (VBA, Power Query), SAP, Quickbooks, Oracle
Investing Techniques: Equity Research, DCF Financial Modelling, Portfolio Management, Risk Management
Economic Analysis: Macro & Micro Economic Trends, Industry Analysis, Global Market Trends, Econometrics, Risk Analysis
Languages: English (Native), French (Conversational), Spanish (Conversational)
OTHER
Certifications: Chartered Financial Analyst (CFA) - Level III, Series 7, 63 and 79 Licenses, Financial Risk Manager (FRM)
Professional Affiliations: Member, Financial Industry Regulatory Authority (FINRA); Member, CFA Institute
Leadership & Volunteering: City Food Bank (Volunteer Financial Advisor); Business Mentor, United Way Entrepreneur Program
Awards: Forbes 30 Under 30 - Finance Sector
Text Template #7
Vice President, Finance and Investments Resume Sample
Your Name
Vice President, Finance and Investments
City, Country •(123) 456-789 •[emailprotected] •linkedin.com/in/your-profile
EXPERIENCE
Coached.com April 2016 - Present
Director of Finance and Investment
Developed strategies that increased cash flow by 30%
Powerfully negotiated contracts resulting in a 20% decrease in costs.
Supervised the management of a $10B portfolio.
Increased accuracy of financial projection by 25% through advanced data analysis
Implemented cost-effective procedures leading to annual savings of 10%.
Resume Worded September 2011 - March 2016
Senior Financial Advisor
Guided financial decisions by implementing strategies that resulted in a 10% increase in ROI.
Developed financial procedures that improved efficiency by 20%.
Oversaw an asset base of $5B consistently yielding high returns.
HSBC March 2007 - August 2011
Business Analyst
Initiated analytics-based strategies that increased overall business effectiveness by 15%
Optimized operational costs by integrating automation, saving $1M annually.
EDUCATION
Resume Worded University December 2010
Master's in Business Administration (MBA) - Finance
Capped Studies with a Dissertation on Investment Strategies within Emerging Markets
Resume Worded Institute May 2007
Bachelor of Business Administration (BBA) - Financial Analysis
Graduated magna cum laude
President of the Student Investor's Club
SKILLS
Financial Skills: Financial Forecasting, Budget Development, Pricing Strategies, Risk Assessment, M&A Financial Structures
Software & Tools: QuickBooks, SAP, PeopleSoft, MS Excel (Advanced), NetSuite, TurboTax, Oracle EBS Financial
Compliances: SOX, GAAP, IFRS, SEC Filings, Sarbanes-Oxley Act, Dodd-Frank Act
Investment Areas: Real Estates, Stocks, Bonds, Mutual Funds, Portfolio Management, Financial Analysis
OTHER
Certifications: Certified Financial Planner (CFP), Chartered Investment Banking Analyst (CIBA)
Awards & Honors: Forbes' Top 40 under 40 Financial Professionals, Golden Key National Honour Society
Leadership & Volunteering: Served as a Board Member at National Foundation for Financial Education
Publications: Published Research Papers on Financial Markets in Emerging Economies