Investment Banker Resume Sample

4000 Main Street | Philadelphia, PA 30205 | (302) 343-3245 | [email protected]

Edward Summers JOB OBJECTIVE Investment banking professional with broad financial advisory, research and sales experience seeking full time position at Boutique Investment Bank

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PROFESSIONAL JP Morgan Chase, Philadelphia, PA EXPERIENCE Senior Analyst, 2006 – Present  Conducted sales in structured products, tailor made solutions, and commodities financing, covering corporate clients and local banks in the high technology and venture capital sector throughout the U.S., Canada, and Western Europe  Advised and provided financing services for U.S. high technology companies; conducted industry research, developed product offers, and supported commercial efforts for clients  Provided pricing, structuring, dealing, advisory, and business relationship development to commodity traders, Western European banks, and U.S. mid caps  Performed market screening, conducted credit analysis, and deal booking in FO systems  Played a integral role in new client acquisition in Western Europe – leading to a 200% increase in revenue

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Morgan Stanley, New York, NY Analyst, 2004 – 2006  Provided sales assistance to Traders on Morgan Stanley’s regional trading floor, covering local authorities, institutional investors, and small and midcap clients  Priced, structured and sold tailor made solutions, including fixed income, FX, equity derivatives, commodities, treasury notes, and loan deposits  Developed proprietary software applications that facilitated exotic deal booking and improved client relationship management

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Exceleon Technologies, New York, NY Intern, June 2003 – August 2003  Performed financial & strategic analysis and forecasts in EEMEA, conducted pricing analysis, and managed partner and supplier relationships

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EDUCATION New York University, New York, NY Master of Business Administration, 2003  Concentration in Quantitative Finance

ADDITIONAL SKILLS

Columbia University, New York, NY Bachelor of Science in Mathematics, 2001  Minor in Economics  Deans List 4 years in a row   

Fluent in English, Spanish, and Japanese Expert in FO: IRD and FX options pricers, Bloomberg and Reuters Marketsheets Proficient in MS Office (including Access and VBA), Java, C++

 

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