Investment Banking Analyst Resume

Investment banking analysts are responsible for reviewing and analyzing investment banking transactions, developing presentations, and providing guidance to investment bankers and staff. They also need to perform various administrative tasks and handle clients. The organizations they work for generally determine the duties they need to perform daily. The core responsibilities of an investment banker include assessing transaction and financial areas like the performance of stock and bond, compiling reports using the spreadsheet and other financial software programs, book conference room, arrange meetings, work with the print shop to have reports generated, coordinate with the accountant and financial expert, forecast financial risk and provide investment recommendation. Professionals need to have strong experience in investment banking.

Investment Banking Analyst Resume

Name: Craig Pratt

Address: 242 Ridge Road, Woodstock, MD 95623
Phone: 220-783-452
Email: [email protected]
Current Job: Investment Banking Analyst, Rolfson, Chicago, IL


A professional and skilled investment banker who has implemented a process that has utilized accounts receivable sub-ledger for accounting and customer attribute reporting. Managed account close, accounts payable, financial reporting for multiple clients. Prepared complex financial statements and annual reports for retail and service businesses. Looking for a position in investment banking with a focus on sales.  


  • Great financial analysis skill with the ability to produce precise presentation report
  • Great knowledge about finance
  • Skilled working in a high-pressured environment
  • Able to approach a task or provide a solution in a new pioneer avenue for products and services
  • Strong communication skills and attention to detail and clarity
  • Outstanding interpersonal skill flexibility and ability to work well in teams
  • Proficient in Microsoft Excel and other accounting software
  • Detail-oriented and superb problem-solving skills

Work Experience

Investment Banking Analyst, Rolfson, Chicago, IL ( 2016 – present )
Duties and Responsibilities:

  • Assisted analyzing peers 2017 results which have submitted to the executive committee
  • Provided daily live commentary on a satellite channel and national radio
  • The managed credit quality of 1 million portfolio
  • Developed relationship with peers in other organization

Investment Banking Analyst, Rau-Ward, Chicago, IL(2014 – 2016 )
Duties and Responsibilities:

  • Served as a primary scheduler for multiple, concurrent government, R&D program worth over $7 million
  • Implemented various functions and met the deadline
  • Monitored and controlled project investment
  • Developed market awareness and build a network

Investment Banking Analyst, Deutsche Bank Securities, Chicago, IL(2012 – 2014 )
Duties and Responsibilities:

  • Prepared material for clients on strategic, financial and evaluation consideration regarding proposed and ongoing M&A transaction, equity, and debt financing
  • Assessed valuation and cash flow generating ability of companies using the merger
  • Prepared material for board of directors and investor relations
  • Assisted with the diligence process and worked on getting internal credit approval for bridge financing


Master Degree in Science – University of Southern Maine, Lewiston, Maine

Bachelor Degree in Science – University of Southern Maine, Lewiston, Maine

High School: Lewiston High School, Lewiston, Maine


Joseph Krause, Investment Banking Analyst, Rau-Ward, Chicago, IL

Personal Information:

  • Civil Status: Married
  • Date of Birth: 19/4/1998
  • Hobbies: Playing badminton and tennis

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