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Investment banking associate skills for your resume and career
15 investment banking associate skills for your resume and career
1. Capital Markets
Capital markets refer to venues, areas, or spaces where individuals and businesses have their investments and savings stored and the processes done between the suppliers who possess capital and others who need the capital. It majorly concerns raising money in dealing with bonds, shares, and any other long-term investments.
- Prepared and presented internal approval memos for equity and debt capital markets transactions to various executive-level investment banking committees.
- Supervised and presented monthly industry reports to senior management * Developed and maintained profitability models for Capital Markets groups
2. Healthcare
Healthcare is the maintenance or improvement of a person's health by the diagnosis and treatment of a person's injury, illness, or any other disease. Healthcare is a basic necessity of human life and is the responsibility of the country's government to ensure that each person gets healthcare. Providing healthcare is the job of certified health professionals that includes doctors, surgeons, nurses, and other physicians. Pharmaceutical companies, hospitals, dentistry, therapy, and health training all come under healthcare. Healthcare plays a vital role in the country's economy and its development.
- Executed on advisory and financing transactions for Biotechnology, Healthcare Service, Medical Supply & Device and Pharmaceutical companies.
- Reviewed and executed strategic M&A and financing alternatives for medical technology and biotechnology healthcare companies.
3. Discounted Cash Flow
Discounted cash flow (DCF) is a form of analysis often used in real estate management and development, investment firms, and valuation of a company's finances or patents. This method attempts to predict the amount of funds one would receive after investing a certain amount of money into a project.
- Performed valuation modeling and analysis, including discounted cash flows, leveraged buyout, comparable company and precedent transaction.
- Prepared valuation analyses using discounted cash flow, leverage buy-out, comparable company and precedent transaction analyses.
4. Private Equity
Private equity is a kind of investment that consists of capital that is not listed publicly. It involves funds such as pension funds and private investors that directly invest in private companies instead of indulging in public exchanges.
- Acted as primary private equity gatekeeper for managing directors, evaluating and summarizing business plans for venture capital investment opportunities.
- Developed relationships with Private Equity firms through acquisition financing processes, in addition to sell-side transactions
5. Capital Raising
Capital raising is the ability to raise funds to either sustain daily operations or jumpstart a business.
- Evaluated, analyzed and executed a wide variety of capital raising assignments including loans, high yield and equity offerings.
- Performed financial and business due diligence on companies in conjunction with M&A and capital raising mandates.
6. Securities
- Completed valuations, strategic reviews and fairness opinions of investment management, securities firms and related financial services companies.
- Analyzed equity, fixed income, and structured product securities for investment consideration and portfolio implementation.
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- Developed valuation analyses and fostered dialogue with key institutional accounts.
- Performed valuation analyses using different techniques to provide Fairness Opinion.
8. Financial Analysis
- Led complex financial analysis of corporate valuations, accretion/dilution, financing capacity and equity returns with a strategic market focus.
- Performed financial analysis on several restructurings in the multifamily and retail sectors.
9. Business Development
Business development is the ideas or initiatives that work to make business work better. Selling, advertising, product development, supply chain management, and vendor management are only a few of the divisions involved with it. There is still a lot of networking, negotiating, forming alliances, and trying to save money. The goals set for business development guide and coordinate with all of these various operations and sectors.
- Worked closely with client business development and acquisition teams, presenting detailed explanations of financial analyses.
- Managed business development & deal outreach initiatives.
10. Financial Models
- Coordinate the development and generation of forecasts, complex financial models, business valuations and offering memorandums.
- Develop financial models to analyze transactions including debt issuance, public equity offerings, mergers and acquisitions.
11. Investment Bank
- Worked in partnership with manager to implement new procedures incorporating Special Credits into the Investment Bank North America operating model.
- Coordinated cross-functional teams and directly supervised investment banking analysts and cultivated relationships with external deal partners including lawyers and accountants.
12. Strong Analytical
- Demanded strong analytical and communication skills.
- Applied strong analytical, problem solving and financial modeling skills.
13. Financial Statements
A financial statement is a report of an individual or a company that includes all the information about the declared assets, the use of money, income, and also the contribution of shareholders over a certain period.
- Conducted credit inquiries, analyzed financial statements and prepared cash flow analysis as well as provided projections on future performance.
- Compiled financial statements with emphasis on variance and ratio analysis and forecasting.
14. Management Presentations
- Prepared and reviewed numerous presentations and documents including pitch materials, non-disclosure agreements, confidential information memorandums, and management presentations.
- Modified client provided internal database creating schedules to prepare CEO for management presentations.
15. LBO
- Developed dynamic LBO financing model.
- Performed LBO acquisition valuation analysis.
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What skills help Investment Banking Associates find jobs?
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What investment banking associate skills would you recommend for someone trying to advance their career?
Dr. Natalia Boliari PhD
Associate Professor of Economics and Finance, Manhattan College
What type of skills will young investment banking associates need?
Ann M. Ebberts
CEO, AGA
Given the current state of the economy and the cost of the response to the COVID-19 pandemic, recent graduates entering the workforce will need to leverage communication, collaboration, analytical, and problem-solving skills. The ability to leverage new technologies to analyze, develop, and communicate with others in government and with the public will be important.
Budget analysts (and all financial roles) need to be productive, collaborative and have strong communication skills. They will also need to be able to process a variety of information from different sources and develop an understanding of the priorities of the organization and interrelationships with other government entities.
Desirable skills and attributes for graduates entering the workforce:
· Good listening skills
· Math and writing skills -- preparing annual/special reports
· Comfortable learning new and applying existing technologies
· Need to be detail-oriented
· Need to understand the role of the government entity they serve and the role of the budget in government
· Data analysis abilities
· Developing and/or analyzing planned vs. actual reports and providing options for moving forward
· Leveraging textual and visualization methods to enable communication of budget priorities -- proposal evaluation (pros and cons), potential impacts of decisions
· Presenting analysis in a concise and convincing manner
· Evaluating programs to determine whether they are providing desired results
List of investment banking associate skills to add to your resume
The most important skills for an investment banking associate resume and required skills for an investment banking associate to have include:
- Capital Markets
- Healthcare
- Discounted Cash Flow
- Private Equity
- Capital Raising
- Securities
- Valuation Analyses
- Financial Analysis
- Business Development
- Financial Models
- Investment Bank
- Strong Analytical
- Financial Statements
- Management Presentations
- LBO
- Leveraged
- Client Presentations
- Pitch Books
- Transaction Execution
- Client Relationships
- Real Estate
- Origination
- Corporate Banking
- DCF
- Cash Flow
- Corporate Clients
- Due Diligence
- Capital Structure
- Financial Institutions
- Commercial Banking
- Advisory Services
- Treasury
- Client Facing
- Buy Side
- Cash Flow Analysis
- Presentation Materials
- Financial Sponsors
- Investor Presentations
- Pitch Materials
- Strategic Alternatives
- Derivative
- Precedent Transactions
- Macro
- Credit Analysis
- Liaising
- Private Placement
Updated January 8, 2025
