Investment Banker Sample Resume


Joseph A. Sample
223 Green Street
New York
Home: 212-555-5555
Email: jasample00@aol.com
  Objectives:
  • To build and secure a concrete reputation of success and advancement through increasingly demanding and responsible financial consulting and banking positions.
  • To improve financial organization reputation by examining various job opportunities to add merit to current career successes.
  • To consistently update industry knowledge by partaking in educational and career advancement opportunities, as well as, preserving personal and business networks.
  • To consistently update industry knowledge by partaking in educational and career advancement opportunities, as well as, preserving personal and business networks.
  Skills/Achievements:
  • Has established and maintained significant business relationships with top international financial firms, lenders, and investors.
  • Extensive experience in Corporate Finance and Bonds, and Private Equity.
  • In-depth knowledge and experience in taxable and non-taxable Bond Financing and Structured Finance..
  • Financial Strategy and planning expertise.
  • Dynamic leadership, team-building, analytical, and negotiation skills.
  • Excellent verbal, written, and public speaking abilities.
  • Received RCAA Award for ranking among the top Financial Advisors worldwide.
  • Beta Gamma Sigma Honor Society, University of Pennsylvania Wharton School of Business.
  • Vice President, Future Business Leaders of America, University of Pennsylvania.
  Education: Masters degree in Business, University of Pennsylvania Wharton School of Business July 1996
Bachelor of Science degree in Economics, University of Pennsylvania, Philadelphia May 1995
  Work Experience:

Investment Officer, (Current position) US Investing, Inc. NYC, starting October 2003

US Investing is a premier international investment and consulting firm that provides clients with assistance in Corporate Finance, Corporate Bonds, Private Equity, and other varied investing options. My duties include:

  • Management of funds transfers, option trades, and margin accounts.
  • Analyzing and executing various investment programs and opportunities.
  • Advising and managing client needs by analyzing and preparing client reports and portfolios.
  • Examining client financial condition, and determining financial desires and objectives.
  • Producing new business by keeping up to date with current company and industry conditions and trends.
  • Producing extensive financial reports by gathering, examining, and summarizing current business and market development.

Financial Consultant, AAA Banking, Philadelphia August 1997-September 2003

AAA Banking is a small, successful investment banking and consulting firm with a specialization in Corporate Banking and Finance. My duties included:

  • Working together with clients to evaluate individual financial circumstances, and devise several calculated financial planning alternatives.
  • Developing and maintaining a significant client base through seminar marketing and networking.
  • Ensure client maintenance through tactical investment proposals based on the thorough examination of reports and analysis.
  • Consistently updating financial and business knowledge by developing and maintaining personal and business networks.
  Licensing Information: NASD Series 63 and 63
Certified Financial Advisor
  References: Available upon request.