Sample Investment Banking CV - CV Formats / Templates

Investment Banking CV - Sample

Paresh Sharma
E-mail: paresh***
Cell: +91-99********
Career Summary
  • 4 years of work experience in financial analysis and business research experience in investment banking and equity research domain.
  • Experience of working in sectors like renewable energy, cement, real estate, telecom and steel.
  • Proficient in strategic consulting to clients for overall business growth.
  • Extensive experience in financial modeling / valuation.
Work Experience
Currently working as IB Analyst at XYZ Bank, since Dec-09.
Job responsibilities:
  • Leading a team of 8 people covering wind and solar companies.
  • Study, research and understand wind and solar value chains.
  • Providing strategic advice to clients.
  • Developing pitch books involving deal structuring, merger models, DCFs, precedent transaction case studies, generic sector oriented and target benchmarking slides.
Worked as Financial Analyst for ABC Co. Ltd. from May 07 – Nov. 09.
Job Responsibilities:
  • Performed equity research analysis for telecom, real estate industry.
  • Detailed analysis of the various sectors followed by respective company analysis.
  • Built DCF and comparative valuation model in MS-Excel.
  • MBA from Kerala University with 78% marks.
  • BTech from Kerala University with 72% marks.
IT Skills
  • Well versed with MS Office.
  • Proficient in Oracle, SQL Server.
Personal Details
Date of Birth: 20th Sept, 19**.
Languages known : Hindi, English and Malyalam.
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Sample investment banking CV
Investment banking


Career Objective

To take a challenging role in business operations and give efficient and effective solutions that would help the organizations to achieve the best results in business, processes which would

increase their productivity in the market.

Professional Experience

ABC Bank Ltd.
Manager – NRI Banking ( May 20XX-Jan 20XX)

Key responsibilities:

-Handling NRI Privy customers for entire Karnataka which consists of 15 Branches and the total portfolio value is 30 Cr.
-Enhance the NR Privy Customers in Bangalore and other Branches of Karnataka by managing their CASA and Investment relationship.
-Communicating with clients across the globe over email and telephone by that maintaining strong bond with the customers.
-Reviewing the portfolio and providing adequate advices to the NRI’s.
-Coordinating with Forex & remittance team for the currency conversion in regular basis.
-Cross sell of family accounts,PIS, E-Broking,Home Loans etc
-Cross sell of Insurance, Mutual Funds, Investment Services account.
-Help the Branches in Promotional and Lead generation activity for NR accounts
-Assist and train the Branches on NR Product and Processes
-Managing / Servicing existing client relationships and bring in new relationships through referrals/ active solicitation.
-Client interaction will be on e-mail/ phone.

Deputy Manager- Preferred Banking(May 20XX –May 20XX)

Key Responsibilities:

-Managing relationships and portfolios of high net-worth individuals worth 25 Cr. Of Bangalore Branch and servicing these customers.
-Customer profiling and providing products and services that best cater to customer needs
-Financial planning for clients and providing investment advices
-Customer relationship management by enhancing and deepening customer relationship
-Dealing in liabilities , retail assets , business banking, forex , gold , insurance , equities and mf investment and credit card .
-Understanding bank processes on core banking , lending , private banking and all aspects related to retail banking .

Asst. Relationship Manager-Wealth Management(January 20XX – April 20XX)

Key Responsibilities:

-Handling and advising HNI and MTM clients regarding the investments in Indian capital market.
-Job Profile includes Relationship management, Portfolio advise, and Investment planning to the clients.
- Dealing with wealth management products like Direct equity, Commodities, Mutual funds and PMS.
-Maintaining and helping to build investment portfolio for HNI, MTM and Corporate clients.

Branch Equity Manager (September 20XX– January 20XX)

Key Responsibilties:

-Maintaining and helping to build equity & derivative portfolio for Retail and Corporate clients.
-Dealing with NSE and BSE stock markets.
-Coordinating with fund managers in research regarding stocks and have to update clients about daily market movements.
-Monitoring daily settlements and trades. Motivate the team for better performance and drive the business by coordinating the team members

XXX.COM, Bangalore
Relationship Executive(June 20XX – September 20XX)

Key Responsibilities:

-Handling HNI and MNI clients for Online share trading.
-Involves in future forecast and analyzing scripts, provide the recommendations and training to High Net worth Individual (HNI) clients.
-Handling promotions and presentations of the online share trading product.
-Ideating and coordinating all Kotak Security distributor relative activities like training and workshop on Equity and Derivative share market.

Educational Qualifications

PGDBA In Marketing
ABC School Of Business-Bangalore,20XX

BSc. Visual Communication
XYZ College-Coimbatore,20XX

Other Certifications

Professional Certification - Institute/ Organisation Member Since / Date Certified
AMFI Mutual Fund (Advisors) Module of NCFM - NSE's Certification in Financial Markets (India) - 20XX
Capital Market (Dealers) Module of NCFM - NSE's Certification in Financial Markets (India) - 20XX
Relationship management module - Hdfc bank - 20XX
IRDA Advisors Module - IRDA - 20XX
Derivatives Market(Advisors) Module of NCFM - NSE's Certification in Financial Markets (India) - 20XX

Professional Achievements

-Awarded as Knight on November 20XX for excellent performance in Insurance for the Quarter.
-XXX has implemented the innovative ideas suggested by me to improve the organizational efficiency
-Awarded for the highest PMS sales in December 20XX at XYZ

Curriculum Achievements

Did individual Documentaries , Telefilm and Audio/Video Ad commercials. Was the editor of the College magazine named “Images”.Won prizes in dramas, monoact, mimicry and singing in school and

district level.

Personal Details

Date of Birth:
Languages Known:
Sample investment banking CV 10-13-2012
Sample investment banking CV
Investment banking




-Dynamic & accomplished professional with 10+ years of versatile experience in Financial Modelling, Deal Structuring (Mezzanine Financing/ Quasi Equity), Private Equity / M&A / Debt /

Restructuring / Capital Market deals, currently functioning as Vice President – Investment Banking with ABC.
-Demonstrated ability in top down view of business with Market, Product Entry / Exit strategies.
-Well versed in project management, convertibles (Subordinate Debt) linked to time & performance, Initial Public Offers, other capital market transactions, Debt Syndication for Secured and

Unsecured loans (Senior Debt).
-Skilled in Strategic, Business & Financial Consulting (Business Process Mapping, Restructuring companies & Business Transformation), Forex Hedging using derivatives, Corporate Budgeting &

analysis, variance analysis, Risk Management with VaR & other techniques, Risk Hedging, Corporate Finance & Advisory, Derivatives (Currency & Equity Derivatives) and Structured Finance.
-Versatile business manager with proven competencies in optimizing team dynamics uniting diverse agenda to common goal and harnessing strategic and operational drivers to deliver results.
-Capable of defining business mission and integrating resource strengths to deliver impeccable performances aligned to overall objectives
-Efficient Team Leader & Player, combining communication, interpersonal & problem solving skills with analytical, decision making and leadership capabilities to enhance organizational


Capital Market • Financial Operations • Investment Banking • Business Analysis • MIS Reporting • Client Relations Management • Team Management • Cross Functional Coordination


-Hospitality, Industrial, Pharma retail sectors
-Buy-side transaction pipeline and M&A for Fund in Hospitality sector
-IPO for Entertainment Company (USD 45mn)
-Fund raising through bank debt for Entertainment Company (USD 25mn)
-Qualified Institutional Placement for leading Pharma Major (USD 10mn)
-Mandate for pre-IPO PE Funding & IPO, DCF and Asset Valuation for a Real Estate Major
-IPO for IT sector company (USD 10mn)
-Valuation of company and mandate for fund raising and IPO
-IPO for Edible Oil Company (USD 40mn)
-Business model & valuation memorandum for disposal of operations for an automotive concern (USD 25mn).
-Business model & valuation memorandum for fund raising and listing in stock exchange for a Cement (Readymix) Manufacturer (USD 65mn).
-Italian Automotive company: Acquisition by Indian automotive ancillary Euro 15mn.
-Business Plan review with sensitivity analysis, model simulation for an Air Charter Services Co.
-Valuation and disposal of partial assets of Indian Footwear major.
-Strategic partial acquisition of a leading Indian Telecom major by a leading international telecom company (USD 400mn).
-Valuation, business modelling & private equity placement Mobile Value Added Services Programmer & seller (USD 15mn).
-Clinical Sciences Software Solutions: Takeover of company by leading IT major (USD 3mn).
-Indian Automotive Ancillary: PE placement for INR 150 Cr or USD 35 Mn.

ABC Group Ltd.
Vice President - Investment Banking, Jan 20XX till date

Job Profile:

-Involved in sourcing of deals, business development & origination of transactions pertaining to raising of capital, debt/ equity, M&A and capital markets.
-Spearhead various aspects of transactions including financial modelling, information, preparation of memorandum, structuring of transactions.
-Focus on placement of products with prospective investors including conducting due diligence, negotiation and preparation of Term Sheets/ Shareholder’s Agreements.
-Assist Gulf based investors in investing across multiple sectors in high growth economies in the Gulf.

XXX Ltd.
Associate Director, Aug 20XX – Jan 20XX

Job Profile:

-Focused on structuring & finalizing of funding arrangements for the Private Equity Fund / Holding Company and prepare collateral & documentation for raising capital for the PE Fund.
-Involved in business development & sourcing of M&A and investment opportunities.
-Developed financial modelling, Investment Committee presentations, Term Sheets and Shareholder’s agreements.
-Structured & conducted due diligence of Investments and Private Equity deals for the fund and the hospitality arm of the organization.

YYYYY Investment Banking, Mumbai, India
Manager, Jun 20XX – Feb 20XX

Job Profile:

-Led a team of analysts and focused on business development, execution of PE/ M&A/ Debt deals.
-Facilitated deals related to IPOs, capital markets and restructuring.
-Responsible for Business Development and to execute PE / M&A / Debt deals and facilitating IPOs and other capital market deals and restructuring deals.
-Functioned as Lead Manager in conducting due diligence, drafting Red Herring Prospectus and running allied processes for the IPO.

MNO Finance, India and Middle East
Senior Associate, Feb 20XX– Jan 20XX

Job Profile:

-Mapped business processes and rendered consultancy related to transactions.
-Developed Private Equity deals for clients based on onsite/offshore model.
-Involved in valuations, project financing, mergers & acquisition including identification of new business opportunities.
-Developed & maintained productive business relationship with clients.

AAA Capital
Senior Manager, Feb 20XX – Jun 20XX

Job Profile:

-Structured & executed Buy Side Private Equity deals for media, real estate, retail consumer industries including structuring transactions for private equity investments.
-Rendered additional support to portfolio companies on second round of investing.
-Optimized & managed fund portfolio.


-Leader Finance, XXX Industries, Gurgaon, India, March 20XX – September 20XX
-Executive, Marketing, May 19XX – June 20XX


-MBA, ABC, 2004
-B.Com (Accounts Honours), ABC, 1999


-M&A Training, CRISIL
-Valuation training, KPMG
-Linux Administrator Training for Red Hat Linux Servers

Personal Details

Date of Birth:
Languages Known:
Sample investment banking CV 10-13-2012
Sample investment banking CV
Investment banking


Professional Experience

20XX -Current - ABC Advisors - New Delhi, India - Director, Investment Banking

(ABC is a reputed, boutique SME focused financial services company offering services in corporate restructuring, debt syndication, M&A and PE Advisory.)

Setting up the practice

-Hired a team of professionals across the 3 offices to provide transactions support.
-Led strategic tie-ups with Global Investment banks in Germany, UK and USA. Developed a large network of business associates in India for deal sourcing and execution.
-Setting up processes and formats. Assigning roles and responsibilities to defining clear job roles.
-Coaching and mentoring associates, analysts handholding them to facilitate they move up the learning curve. Building sectoral expertise/ experience in teams by allocating sectors within the

team, and also forming alliance with external Sector Experts
-Participation in Industry Forums by sponsoring, organizing and spear-heading industry seminars and conferences like ‘Private Equity Structuring’ conference at Phd Chambers, “National

Conference on Value Creation from M &A” at Assocham, ‘PE – The Indian Perspective’ seminar at Institute of Chartered Accounts of India (ICAI).

Functional Expertise -

-Led the team in preparation of pitch books format across sectors, and guiding them to prepare pitch books for specific companies in the sectors. Sectors covered included automotive,

logistics, IT Services, Pharmaceuticals, BFSI.
-Set up formats for Financial Statement Analysis, Financial Modelling specific to sectors covered. Focus on creating best practices across sectors so as to optimize team efforts.
-Guided the team in Financial Valuations by using various methods – Discounted Cash Flow method, Comparable companies method, Transactions comparable method.
-Worked on structuring deals like various convertible structures, restructuring companies/ divisions etc.

Financial Advisory Assignments that ABC Bank has executed -
1. Advisor to a large Eastern India based Group, for sale of their power transmission company. Sold to a $150 mn Bangalore based power cables manufacturer.
2. Advisor for raising venture capital funds in an Online Gaming Company, launching its services in emerging countries like India, Turkey, Brazil and Eastern Europe.
3. Business Valuation for a retail company with chain of stores selling single branded products. .
4. Business valuation for a $150 mn Diversified Group with 3 divisions – engineering, foundry and project.
5. Financial valuation of a $100 mn IT Services consulting, ERP company with more than 800 employees.
6. Business valuation of a pharmaceutical business – branded drugs and diagnostic division.
7. Financial valuation of an automotive flexible circuit manufacturer.

20XX – 20XX XYZ Limited - Mumbai, India

Senior Vice President, Equity Investments Division

Leading a team of associates to provide coverage to almost 50 equity stocks. The functional role of the team was to build financial models, conduct valuations and recommend investment

strategies. Coverage across the following sectors-
-Automotive and automotive ancillary
-Banks and Financial Institutions
-Information Technology (IT) Services & Telecommunications

Part of the senior leadership team leading the M&A within the Group. Responsibilities included –

-Active member of the core committee to devise a Business Plan and Strategy for the Group, including raising funds for various group companies.
-Leading M&A activities within the Group. Advised on the following transactions -

1. Sell-side – Sold equity stake in a leading stock exchange to an International Private Equity Fund. Deal valued $50 mn. Responsible for preparation Information Memorandum, financial

modeling, including comparable valuations on globally listed stock exchanges, as well as final deal closure
2. Sell-side – Sale of equity stake in the holding company to consortium of private equity investors. Deal value of over $100 mn. Executed the transaction as part of the core team from

identification of investors, IM preparation to final deal structure.

20XX – 20XX - PQR Ltd., Mumbai, India
Vice President –Head of Research

-Set up the offshore unit (Migration of work to offshore) –
-Worked with the Onshore teams and migration team to assign with roles, responsibilities, MIS, offshore structure and alignment model
-Hired 15+ associates/ analysts for the new business
-Successfully completed standard operating protocols from trial operations to stabilizing to setting up place MIS systems for providing regular feedback to offshore analysts, etc
-Led a team of 40 analysts (associates, team leaders, managers) covering US and European geographies. Responsible for –
-Overall Team Management – setting goals for the team, motivating the team, hiring, succession planning
-Quality of Output - Maintaining high quality and timeliness of deliverables.
-Client Management – Developing, maintaining relationships with US-based senior management, analysts.
-Was responsible for showcasing capabilities of BA Continnum to internal clients of the bank.
-Active member of the Senior Management team of the Offshore Business -
-Integral part of the senior leadership team of BA Continuum in India (offshore) and in Global Bank of America for Research (onshore team).
-Selling ofoffshore capacities within the Research team by presenting in ‘Global Research TownHall meeting’ in New York, USA
-Specific Achievements include:
-Collaborated with migrations teams to understand client needs, design systems and processes to migrate the business to India; Set a client feedback tracking system
-Provided offshore support to over a third of the onshore research teams by sector.
-Designed an organization structure for the offshore team, in consultation with the onshore teams to facilitate movement of analysts onshore.
-Formulated and designed a 5-day training program in partnership with CRISIL. Includes designing specific case studies, exercises on financial modelling, leverage buy-out, M&A.
-Rated as an exceptional performer of the company through-out with 2 significant promotions and role-enhancement during this period

20XX – 20XX - MNO Management Consulting Services - New Delhi, India
Manager – Advisory Services

-Responsible for Financial Modeling – Advisor for Merger of two South-based NBFCs. Work involved undertaking a detailed due diligence of the two bank covering - the bank’s credit portfolio,

risk management systems, technology, corporate governance, completing a financial valuation of the two banks using various methods, to arrive at a swap ratio for merger of the two entities.
-Responsible for helping formulate Business Strategy for companies/ banks –
-Developed an India Market Entry Strategy for a Global Bank. Assignment involved detailing economic profit pools by market segments, by geographic regions in the country, and by products.
-Recommending an Organizational Restructuring for a large PSU Bank (among the top 5 in the country)
-Benchmarking financial performance of all major public sector, private sector and foreign banks in India. The model is used to rate each bank on a set of parameters.

19XX – 20XX - ABC BANK - New Delhi, India
Assistant Manager: Corporate and Investment Banking Group

-Responsibilities included -

-Financial Statement Analysis – Analyzing historical financial data, preparing financial and cash flow projections
-Preparation of detailed Credit Risk Assessment Memorandums
Diversified Portfolio covering Companies in the portfolio: BSES Limited, Escorts Limited, Escorts Mahale, Goetze Limited,, Motorola India, Ranbaxy Laboratories, RPG Group, Siemens India.

Educational Qualifications

19XX-19XX - ABC MANAGEMENT STUDIES. - Business Management (PGDBA). Finance major.
19XX-19XX - Bachelors in Economic (Hons).

Personal Details:

Date Of Birth:
Languages Known:
Sample investment banking CV 10-13-2012
Investment banking CV sample

Investment banking CV sample

Mobile: +91-95********

Career Summary

-Enthusiastic and highly motivated professional with four years of experience in analyzing investments evaluating and facilitating in wide range of industries.
-Focused on financial services with respect to various domains.
-Responsible to develop, conceptualize and implement the financial models.
- Prepare financial plan & control system, analyze it and represent the overall analytical review.
-Communicate with clients and provide them the desired solution.
-Excellent knowledge of Indian stock markets & stock history.
-Experienced in investment banking and corporate treasury for an end to end deal closures.

Key Skills

-Expertise in consulting the clients and analyzing their financial situations.
-Excellent in finding strategic solutions for achieving financial planning goals.
-Experienced in industry research, business planning, financial research and analysis.
-Strong in business development and providing finance advising.
-Excellent team and relationship management skills.

Personality Traits

-Excellent presentation and communication skills.
-Highly motivated, ambitious and goal oriented.
-Excellent problem solving skills.
-Proven analytical skills.

Professional Experience

“Company Name “-Place
Asst Manager Investment Banking
March 20**- Present

-Work closely with the senior level clients and advise them for creating investment capitals to meet the targets.
-Responsible for making finance from shares and loans.
-Collecting, analyzing and converting complicated numerical information.
-Prepare financial models for predicting outcomes.
-Provide advice and appropriate tactics as well as recommendations for investment.
-Evaluate business development sourcing deals.
- Company Name “-Place

Investment Banking Internship
Jan 20**- Aug 20**

-Analyze and evaluate financial needs of the clients.
-Develop financial models.
-Prepare presentations and marketing plans.
-Analyze and develop business opportunity with the client.
-Provide trainings and supervise junior analysts.
-Evaluate and analyze the future investment potential of the firm.


-Awarded as “Best Marketing Personality” of the year in 20**.
-Secured first position in MBA Group in college in year 20**.

Academic Qualifications

-MBA (Finance & Accounting) from XYZ in 20**.
-B.B.M (Finance) from XYZ in 20**.

Personal Details

Date of Birth: 11 Sept 19**.
Languages known: Hindi and English
Address: XYZ.
Ishita Kispotta 08-31-2012