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Investment Banker Resume Sample

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Kathryn D. Foster

Investment Banker

Informative Investment Banker with a track record of meeting and exceeding all revenue targets in fast-paced, multitasking surroundings. Competent in developing investment strategies, introducing new budgetary policies and methods, and assessing investment risk. Client management specialist that enhances account acquisition abilities. Understanding of a wide range of economic tools and complicated investment situations.

Experience

Investment Banker
Bank of America, Baton Rouge, LA
2017-2022
  • Established and sustained competent connections with prospective customers, making sure that the corporation 's high requirements were achieved and all processes and practices were complied.
  • Provide investment advice based on own judgement and expertise.
  • Discussed portfolio notifications and informed customers.
  • Conducting financial market information and insights, and developing new techniques
  • Generated financial styles, assessed investment risk, and examined clients' economic requirements and objectives.
  • Created marketing materials and presentations, carried out transactions.
  • Completed everyday asset management duties.
  • In charge of overseeing investment strategies and giving financial advice.
  • Organizing and negotiating banking operations with current and prospective clients
  • With multiple investment resources, offered a wide selection of services.
  • Undergo a comprehensive financial and credit review of different investment portfolios to assess prospective investment possibilities in world markets.
Investment Banker
JPMorgan Chase Bank, Baton Rouge, LA
2013-2017
  • Give a presentation to customers on an array of subjects, such as existing top asset themes, alternatives schooling, and risk management.
  • As part of a proficient and experienced group of investment bankers, conducted studies and economic evaluation for a variety of industry clientele.
  • Recognized and investigated enterprises with a background of acquisitions in the target market.
  • Completed extensive due diligence on new customers to gain a full knowledge of their businesses.
  • Led to the formation of fact-relevant reports and equipment detailing the customers' enterprises, growth prospects, and potential buyer partnerships.
  • Security methods and retail market components were thoroughly examined.
  • Financial information and statements were examined to identify promising investment options.
  • Contacted with customers to recognize economic growth and financial opportunities.

Education

Bachelor of Business Administration
Southeastern Louisiana University College of Business, LA

Certification

Certified Management Accountant
Certified Public Accountant (CPA)
Certified Financial Planner (CFP)
CFA Certification
318-428-5925

1124 August Lane

Oak Grove, LA 71263                     

Skills
Communication skills
Microsoft Excel
Portfolio analysis software
Negotiation
Risk analysis
Analytical skills
Client Relations
Regulatory Compliance
Team Leadership
Portfolio Management