Investment Banker Resume Sample

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Investment Banker Resume (Text Format)

Frank Sullivan

100 Home Street | Buffalo, NY 14222
555.555.5555 |


To serve as an investment banking associate for Traveler Financial Group.


Erie University | Lackawanna, NY (May 2016)
Bachelor of Science, Economics/Minor in Business Management


  • Advanced knowledge of and experience in valuation, financial modeling & analysis, and corporate financing operations.
  • Proficiency in accounting, finance transactions, and conducting M&A analyses.
  • Training completed in financial accounting, managerial accounting, financial modeling, credit analysis, statistics, investments, taxation, and auditing.


William Hardy Investments | Tonawanda, NY (May 2015–Present)
Investment Banking Assistant

  • Forecast housing market upturn, which led to a 33% increased value in respective clients’ portfolios.
  • Assist senior auditors in preparing client records for audit processing and aid in the analysis of clients’ finances to track and report expenses.
  • Assist senior management in investment operations and transactions from origination to close.
  • Provide advanced financial modeling support, aiding management and fellow associates in advising financial effects on investors’ portfolios.

Downtown Credit Union | Springville, NY (September 2014–May 2015)

  • Accurately processed financial service transactions for members, including loan payments, check cashing, cash deposits, and bank check processing.
  • Maintained balanced cash drawer while processing 20+ transactions per hour.
  • Maintained credit union’s web page, providing customers 24/7 access to calendar of events, interest rates, banking procedures, and answers to FAQs.


MS Access, Excel, PowerPoint, and Word; QuickBooks; Java; SQL

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