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Top 50 Investment Banking Associate Skills

Below we've compiled a list of the most important skills for an Investment Banking Associate. We ranked the top skills based on the percentage of Investment Banking Associate resumes they appeared on. For example, 19.1% of Investment Banking Associate resumes contained Financial Models as a skill. Let's find out what skills an Investment Banking Associate actually needs in order to be successful in the workplace.

These are the most important skills for an Investment Banking Associate:

1. Financial Models

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high Demand
Here's how Financial Models is used in Investment Banking Associate jobs:
  • Develop financial models to analyze transactions including debt issuance, public equity offerings, mergers and acquisitions.
  • Constructed financial models and presentations, outlining strategic opportunities for bank executives and their Board of Directors.
  • Developed broad-spectrum of extensive financial models, including discounted cash flows, accretion/dilution and merger analyses.
  • Developed financial models to value businesses and evaluate acquisitions or capital structure changes.
  • Build and interpret complex financial models and perform valuation analysis and financial diligence.
  • Performed comprehensive valuation analyses and created detailed financial models to evaluate potential transactions.
  • Used financial models to prepare comparable company analyses and financial projections.
  • Constructed and maintained financial models to support valuations and Buy/Hold/Sell recommendations.
  • Supervised junior bankers developing financial models and pitch books.
  • Developed financial models around various equity-linked securities.
  • Developed financial models for E&P companies to assess merger, leveraged buy-out and financing transactions.
  • Create dynamic financial models to analyze impact of M&A, debt and equity offerings.
  • Review of financial models for valuation of investments in companies/financial products done by the Bank.
  • Created financial models and investor presentations in the $39MM sale of InFocus Corporation
  • Identified business metrics and built financial models that analyzed valuations, leveraged buy-out scenarios, refinancings and restructurings.
  • Managed teams of analysts and junior associates to complete financial models and related analytics to support recommendations.
  • Performed financial analysis using bank/bond offering comparables and financial models.
  • Prepared financial models, conducted valuations analysis, and due diligence to inform firm recommendations.
  • Created and maintained financial models, transactional models, and comparable company analyses.
  • Developed financial models and performed financial due diligence as an advisor to healthcare corporations.

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14 Financial Models Jobs

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2. Equity

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high Demand
Here's how Equity is used in Investment Banking Associate jobs:
  • Performed detailed analysis for the execution of corporate advisory assignments, including mergers and acquisitions and both debt and equity offerings.
  • Analyzed equity, fixed income, and structured product securities for investment consideration and portfolio implementation.
  • Provided financial advisory services that included valuation of portfolio companies to private equity firms.
  • Advised client regarding refinancing opportunities; issuance of convertible securities and follow-on equity offerings.
  • Managed clients' two subsequent secondary equity offerings.
  • Evaluated, analyzed and executed a wide variety of capital raising assignments including loans, high yield and equity offerings.
  • Negotiate terms and draft the necessary documents for loans, financing, and equity investments specific to each transaction.
  • Assessed market size (5-year revenue opportunity) and competitive landscape of the compressor market for private equity client.
  • Prepared client presentation materials covering proposals for M&A, debt, and equity transactions across FIG sectors.
  • Completed $3+ BN in deal flow including leveraged loans, high yield and equity offerings.
  • Produced analysis of go-shop clauses included in recent private equity deals for a hedge fund client.
  • Advised and executed debt and structured equity transactions for global airline and aircraft leasing clients.
  • Assisted in the development of the Equity Capital Markets business plans for management.
  • Negotiated and helped draft Equity Syndication Side Letter with KKR.
  • Conducted LBO, IPO and equity/debt financing valuations.
  • Supported legal response to the failed $6.5BN sell-side private equity deal between Huntsman Corporation and Hexion Specialty Chemicals/Apollo Management.
  • Advised clients on spin-offs, monetization strategies for large equity positions and share buybacks.
  • Modeled equity, debt, share buyback and derivative alternatives to determine the best structure from a financial and operational perspective.
  • Maintained accounting schema and regularity feeds in Sybase, Perl and C++ for Equity, Derivatives and Foreign Exchange products.
  • Utilized Dealogic - Equity Capital Markets and Bloomberg to create databases for both equity and equity-linked products.

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10 Equity Jobs

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3. Due Diligence

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high Demand
Here's how Due Diligence is used in Investment Banking Associate jobs:
  • Performed and supervised junior staff members in financial valuation and related business due diligence.
  • Conducted due diligence and carried execution responsibility on two merger and acquisition deals, including PentaSafe's acquisition by NetIQ.
  • Venture Capital Responsibilities: Initial target reviews, investment recommendations, due diligence, industry research, and modeling.
  • Performed extensive market research, presentations, valuation analyses and due diligence investigations for clients from diverse industries.
  • Performed due diligence, prepared and delivered opinion to internal committee and special committee of board of directors.
  • Performed due diligence, drafted offering documents, and marketed transactions to alternative buy side professionals.
  • Conducted extensive on-site due diligence while working directly with upper management of small to large corporations.
  • Performed client due diligence and background checks in order to identify significant deal issues.
  • Executed due diligence prior to the initiation of a loan or an asset sale.
  • Conducted detailed due diligence on buyers, sellers, market conditions and industry trends.
  • Conducted due diligence financial reviews to valuate corporations and M&A opportunities.
  • Perform financial and business due diligence, prepare pitch books and management presentations.
  • Conducted modeling, due diligence, and dual market and financial analysis.
  • Conducted due diligence and composed Industry Research Report.
  • Led site visits and other due diligence activities.
  • Conducted due diligence involving extensive client contact.
  • Led due diligence sessions and investor meetings.
  • Conducted financial due diligence sessions.
  • Managed teams in IPO transactions, debt and equity issuances, due diligence and other financial advisories across several industries
  • Conducted on and offsite due diligence.

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4 Due Diligence Jobs

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4. Sell-Side M

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high Demand
Here's how Sell-Side M is used in Investment Banking Associate jobs:
  • Constructed valuation models and supported execution of middle-market buy-side and sell-side mergers and acquisitions.
  • Served as an Associate in sell-side mergers and acquisitions for a leading middle-market mergers and acquisitions firm, supporting several deals.
  • Developed an extensive operating model for US based Technology services client on sell-side M&A assignment.
  • Work directly with Managing Directors and Senior Investment Bankers on sell-side mergers and acquisitions transactions.
  • Closed sell-side M&A transaction in student housing/multifamily segment.
  • Prepared offering memoranda for sell-side merger and acquisition assignments for service,distribution, manufacturing, and consumer products companies.

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5. DCF

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high Demand
Here's how DCF is used in Investment Banking Associate jobs:
  • Created valuation models associated with above projects, specifically LBO, DCF and accretion/dilution analysis.
  • Valuated the company by DCF method and other comparative methods with sensitivity analysis.
  • Perform complex financial modeling and valuation: DCF, Comp, precedent transaction for various M&A deals.
  • Created financial forecasts and valuation models, including DCF, LBO, Merger Models and Sum-of-the-parts.
  • Develop robust financial/valuation models, including discounted cash flow (DCF) and comps analyses.
  • Performed extensive valuations of private and public companies through comparable company and DCF analyses.
  • Prepared business valuations using DCF analyses and EBITDA multiples and directly advised clients.
  • Conducted DCF, M+A, Comparable Company, and Precedent Transaction modeling.
  • Modeled DCF, LBO, M&A valuations
  • Constructed complex financial models and performed valuation analyses including LBO, DCF, public comparable and precedent transactions analysis.
  • Prepared valuations based on LBO, DCF, public comparables and multiples for clients in the Retail/Consumer Products sector.
  • Created dcf, comparable company, comparable transaction and p/e models to determine company specific fair valuation.
  • Performed valuation analysis, including transaction and trading comparables, DCF, LBO.
  • Used a variety of valuation approaches including Public Comparables, DCF and Net Asset Value (NAV).

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6. Financial Statements

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Here's how Financial Statements is used in Investment Banking Associate jobs:
  • 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.
  • Sourced and analyzed financial statements of potential acquisition targets for clients.
  • Review financial statements for proposed acquisition targets.
  • Analyzed financial statements of corporations in Mergers and Acquisition (M&A) transactions.
  • Spread and analyzed financial statements of private and public companies.
  • Assisted analysts in creating pro-forma financial statements and drafting investor presentation materials to support the management buyout of the company.

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7. LBO

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Here's how LBO is used in Investment Banking Associate jobs:
  • Constructed LBO model used to evaluate various acquisition financing and leverage scenarios, and to analyze management and sponsor financial returns.
  • Managed credit review process and LBO modeling to achieve streamlined committee approval
  • Developed dynamic LBO financing model.
  • Performed LBO acquisition valuation analysis.
  • Developed detailed financial models, credit committee memorandums, comparable valuation and pro-forma capitalization analyses for various LBO pitches
  • Leveraged Finance: Evaluated feasibility of HSBC financing an LBO of Innopack, a $240M Mexican bottler.
  • Analyzed two healthcare LBO proposals and engaged Leveraged Finance and Credit teams to define financing options.
  • Executed on multiple M&A engagement, including LBOs, asset acquisitions, and mergers.
  • Executed sell-side M&A, LBOs and equity transactions across multiple industries.
  • Developed marketing materials, financial projections, and management presentations to support live mergers, acquisitions, LBOs, and recapitalizations.
  • Perform detailed valuation analyses using public trading comparables, precedent transaction comparables, discounted cash flow and LBO approaches.

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3 LBO Jobs

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8. Private Placement

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high Demand
Here's how Private Placement is used in Investment Banking Associate jobs:
  • Evaluated financing alternatives including Public Debt Offering, Private Placement, Multilateral Loan and Commercial Loan.
  • Developed proprietary database of financing contacts and relationships for private placements.
  • Deal Experience - Managed and executed a Private Placement for a client in the safety & security sector.
  • Helped draft and review Private Placement Memorandums (PPM) and Confidential Information Memorandums (CIM).
  • Licensed Series 7 banker participating in research, marketing and sale of mid-sized Private Placements.
  • Drafted the private placement memorandum for a client raising $50M in growth financing.
  • Acted as the main organizer/contact person responsible for the complete equity private placement process.
  • Focused calling efforts on middle market companies for private placement funding.
  • Advised 4 equity/debt private placements with $500MM transaction value.
  • Buffalo Wild Wings (Private Placement, $15 MM).
  • Authored marketing materials, including private placement memoranda and public offering prospectuses.
  • Created private placement and confidential information memoranda.
  • Associate, Corporate & Investment Banking - Private Placements Structured and marketed over $130 million in private debt placement transactions.
  • Generated more than $50M in secondary offerings and private placements for biotech, pharmaceutical, and alternative energy clients.
  • Worked as a member of team of six private placement professionals focusing only on telecom and technology industries.
  • Advised client companies on public and private placement of high yield debt financings.
  • Completed public equity offerings, high yield bond financings and private placements.
  • Negotiated term sheets and authored private placement memoranda and roadshow slides.
  • Power and Utilities: Power Company (Sell-side advisor and private placement advisor of $50 MM Senior Secured Notes).
  • Support closing of various transactions including IPO's, follow-ons, PIPEs, private placements, SPACs and M&A.

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1 Private Placement Jobs

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9. Merger Model

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high Demand
Here's how Merger Model is used in Investment Banking Associate jobs:
  • Managed two analysts; trained analysts in using accretion/dilution merger models and databases such as Capital IQ.
  • Coordinated directly with CEO and CFO to build multiple merger models illustrating various acquisition scenarios.
  • Prepared complex financial valuation models, merger models, and Leveraged Buy-Out models.

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10. Management Presentations

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Here's how Management Presentations is used in Investment Banking Associate jobs:
  • 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.
  • Write information memorandums, executive summaries and create management presentations.
  • Design and compose concise and effective Management Presentations alongside senior bankers and sell- side clients.
  • Develop marketing materials (teasers, management presentations, pitch books, etc.)
  • Prepared roadshow and management presentations, internal committee memoranda, marketing materials and due diligence materials.
  • Review, analyze, and revise pitch books, confidential information and valuation memoranda, and management presentations.
  • Assisted in completing several merger and acquisition advisory assignments Wrote business development proposals and management presentations

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13 Management Presentations Jobs

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11. Pitch Books

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high Demand
Here's how Pitch Books is used in Investment Banking Associate jobs:
  • Prepared executive memorandum presentations and pitch books, including financial forecasts of the target company and industry analysis
  • Collaborated with senior investment bankers to create telecommunications pitch books and teasers for sell-side advisory deals.
  • Prepared informational teasers, virtual data rooms and pitch books for new advisory engagements/mandates.
  • Composed quantitative pitch books for prospective telecommunications and media clients.
  • Collaborated with Wealth Management to create effective pitch books and other marketing materials with highly successful client adoption results.
  • Researched industry sectors, created company forecasts and pitch books for M&A and other debt placements.
  • Narrowed potential buyer universe from over 100 companies down to 10, and developed pitch books/marketing materials.
  • Prepared pitch books for M&A opportunities, and valuation models to support ongoing deals
  • Created firm pitch books and education materials on specific topics in both English and Chinese.
  • Developed Information Memorandums and pitch books to raise capital for portfolio companies.
  • Created marketing materials including new business pitch books, offering memoranda, and investor presentations.

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9 Pitch Books Jobs

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12. Buy-Side M

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high Demand
Here's how Buy-Side M is used in Investment Banking Associate jobs:
  • Advised middle market companies in executing sell-side and buy-side M&A transactions.
  • Advised public companies and private equity groups in buy-side M&A transactions exceeding $100 million in size.
  • Conducted due diligence and performed sum-of-parts valuation on buy-side M&A transaction for UK based satellite telecom client.

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13. A Transactions

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high Demand
Here's how A Transactions is used in Investment Banking Associate jobs:
  • Worked at an advisory boutique specializing in M&A transactions for the Electronics Manufacturing Services (EMS) industry.
  • Advised on strategic M&A transactions for large U.S. and European media and telecommunications companies.
  • Supported numerous M&A transactions, coordinating the deal team activities and negotiating terms.
  • Worked on M&A transactions for Fortune 500 companies and client engagement assignments.
  • Participated in five M&A transactions.
  • Analyzed the strategic and financial consequences of M&A transactions and the impacts on pro-forma financial ratios.

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14. Precedent Transactions

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high Demand
Here's how Precedent Transactions is used in Investment Banking Associate jobs:
  • Coordinated due diligence and analyzed legal documentation to determine precedent transactions with similar purchase price adjustments.
  • Developed comparable companies, precedent transactions and premiums paid analyses to refine valuation results.
  • Perform valuations utilizing comparable public companies, precedent transactions, and discounted cash flow analyses.
  • Analyzed precedent transactions and trading comparables for valuation of [x+1].

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2 Precedent Transactions Jobs

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15. Comparable Company Analysis

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9 Comparable Company Analysis Jobs

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16. Capital Markets

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Here's how Capital Markets is used in Investment Banking Associate jobs:
  • Supervised and presented monthly industry reports to senior management * Developed and maintained profitability models for Capital Markets groups
  • Provided public/private capital markets issuance and strategic and corporate financial advisory to natural resources companies.
  • Named co-chair of the Tax-Exempt Capital Markets (TECM) Junior Forum; direct point of contact with JPM Executive Committee
  • Specialized in capital markets transactions and M&A transactions below $150 million in total value.
  • Liaised with our Equity Capital Markets team as well as other joint book runners on the transaction.
  • Executed a wide variety of corporate finance transactions involving diverse industries throughout the worldwide capital markets.
  • Worked with bankers and capital markets team to evaluate strategic and financial alternatives available to clients.
  • Engaged in M&A and capital markets transactions for middle-market insurance companies and depository institutions.
  • Facilitated the growth of capital markets and investment banking into the energy sector.
  • Developed an understanding of the underlying trends that affect equity capital markets.
  • Completed Chase credit and capital markets training program.
  • Recruited from Ziegler Capital Markets for newly-created high yield healthcare team).

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35 Capital Markets Jobs

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17. Healthcare

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Here's how Healthcare is used in Investment Banking Associate jobs:
  • 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.
  • Performed financial modeling and constructed acquisition scenarios in healthcare and consumer and retail sectors.
  • Attended global healthcare conference in Miami and met with prospective clients/investors
  • Participated in the origination and execution of equity and equity-linked transactions in the clean tech, energy and healthcare sectors.
  • Leveraged customer service skills by working with the healthcare financing sales department and calling over 500 facilities a week.
  • Collaborated on all phases of deal process across sectors including Healthcare, Technology, and Consumer Discretionary.
  • Executed sale of a healthcare IT business line out of Anthem BCBS to HealthPlan Services, Inc.
  • Experience with proposals and transactions in the medical device, HCIT and healthcare services sectors.
  • Produced financial modeling and analysis in pitching and executing transactions Executed $68bn cash and stock merger in the healthcare sector
  • Covered the Healthcare, Technology, Consumer Products, Oil &Gas, Energy and Financial Services industries.
  • Lead associate for transactions totaling a par amount of approximately $1.5 billion in healthcare financing.
  • Conducted market research that provided insight across healthcare industry verticals: biotechnology, pharmaceuticals, medical technology and healthcare services.

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9 Healthcare Jobs

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18. Business Development

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Here's how Business Development is used in Investment Banking Associate jobs:
  • Worked closely with client business development and acquisition teams, presenting detailed explanations of financial analyses.
  • Managed business development & deal outreach initiatives.
  • Lead in the internal business development and contribute to corporate strategy advisory with a deep industry working knowledge.
  • Focused on restructuring and business development in the Global Industries and Services Group.
  • Lead team of analysts and interns with business development efforts.
  • Coordinated information flow among team members to maximize business development efficiencies.

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19. Capital Structure

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Here's how Capital Structure is used in Investment Banking Associate jobs:
  • Analyzed business plans and interviewed executives seeking an improved capital structure or business plan funding solutions.
  • Developed capital structure recommendations based on modeling experiences and industry and market conditions.
  • Conducted detailed capital structure analyses for clients to determine their optimal capital structure.
  • Conduct detailed optimal capital structure analyses for specific rating advisory mandates (S&P, Moody's, Fitch).
  • Advised on strategic capital structure decisions regarding debt, preferred equity and equity offerings for various clients.
  • Completed $600 million bond issuance to refinance its existing debt and simplify its capital structure.
  • Explored optimal capital structure considerations involving equity-linked, high grade and high yield debt products.
  • Engaged in extensive financial modeling of capital structures and cash flow for debt service.
  • Worked directly with the company to estimate the impact on capital structure.
  • Formulated capital structure alternatives for integrated sales pitches on acquisition financing, dividend transactions, recapitalizations, and exit strategies.
  • Assessed various financing structures relative to debt/volumetric capacity, capital structure and project suitability.
  • Executed and marketed over 200 financings across the capital structure and firm capital raising capabilities to Fortune 500 companies.
  • Modeled scenarios to show resulting effects on company capital structures and pro forma financial results.
  • Forecasted cash flow and built waterfall in support of capital structure and investment thesis.
  • Strategized and advised C-level executive clients on market and industry dynamics, merger & acquisition strategy and optimal capital structure.

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2 Capital Structure Jobs

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20. Real Estate

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Here's how Real Estate is used in Investment Banking Associate jobs:
  • Prepared marketing materials with financial and strategic recommendations to companies in the Financial Technology, Specialty Finance and Real Estate sectors
  • Supported program evaluation of real estate industry by developing financial models using.
  • Organized strategic client initiative focused on the acquisition of distressed real estate asset
  • Contributed to analysis and modeling of 2 industrial real estate projects, and assisted buyer with property valuation and negotiation.
  • Managed 11 deals worth in excess of $7.4 billion within the aviation, real estate and shipping industries.
  • Skilled in complex real estate modeling for: Hospitals, Senior Living, and Affordable Housing.
  • Conducted extensive research and analysis on public and private real estate and development companies.
  • Evaluated and underwrote deals for the Commercial Real Estate Structured Finance group.
  • Wired funds and coordinate closings on Real Estate Investments.
  • Analyzed various monetization alternatives for companies with significant owned real estate assets.
  • Engaged in raising over $350 million in debt and equity for real estate and leveraged buyout transactions.
  • Associate, Real Estate and Financial Services Investment Banking Member of the Wachovia Investment Banking Class of 2000.

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3 Real Estate Jobs

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21. Investment Bank

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Here's how Investment Bank is used in Investment Banking Associate jobs:
  • Worked in partnership with manager to implement new procedures incorporating Special Credits into the Investment Bank North America operating model.
  • Prepared and presented internal approval memos for equity and debt capital markets transactions to various executive-level investment banking committees.
  • Conducted presentations to management regarding market share calculations and analysis of global investment banking proceeds.
  • Joined a boutique investment bank providing financial and business advisory services to middle-market companies.
  • Produced a weekly Equity Capital Markets PowerPoint report for management and Investment Banking.
  • Led initiative to expand the firm's investment banking services to small and micro-cap companies.
  • Manage and train team of investment banking analysts and own the transaction process.
  • Involved in the development of the Investment Banking and Equity Capital Markets platform.
  • Participated on 3 large-scale advisory deals at a boutique investment bank.
  • Support various Investment Bank desks, specifically on-boarding FX/Currencies sales.
  • Associate; Investment Banking Group - High Yield Corporate Finance
  • Provided investment banking services to client companies.
  • Ranked #1 Western U.S. M&A Investment Banking Team in 2003 by the U.S. Banker Magazine.
  • Generated investment banking mandates and participated in deal structuring.
  • Executed middle-market M&A transactions and competed for prospective investment banking mandates in the healthcare, industrial services and manufacturing industries
  • Associate, Investment Banking Performed underwriting and due diligence for $300 million of real estate construction and acquisition projects.
  • Demonstrated leadership through managing, developing and training 7 investment banking analysts in New York and San Francisco.
  • Created and presented pitch deck to Citi Investment Bankers to cross-sell products and services to debt issuers.
  • Coordinated with foreign investors and the company investment banking centers in Hong Kong and Shanghai.
  • Selected as Duke Fuqua School of Business recruiter for Real Estate Investment Banking Group.

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22. Capital Raising

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Here's how Capital Raising is used in Investment Banking Associate jobs:
  • Performed financial and business due diligence on companies in conjunction with M&A and capital raising mandates.
  • Led capital raising activities (debt & equity financing) including negotiating with Sovereign Export Credit Agencies.
  • Provided investment banking services for clients that required capital raising services including both debt and equity.
  • Advised clients on market and industry trends, M&A, and capital raising activities.
  • Facilitated private and public capital raising alternatives with clients, attorneys, syndicate and coverage groups.

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23. Client Presentations

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Here's how Client Presentations is used in Investment Banking Associate jobs:
  • Created and analyzed financial model; prepared credit memorandum and client presentations; distributed to prospective financial institutions.
  • Prepared valuation analyses and client presentations.
  • Led junior resources in creation of client presentations and building of models for merger, LBO and financial analyses.
  • Prepared potential buyer and target lists, as well as client presentations, pitches and quarterly industry newsletter.
  • Designed and produced pitch books for client presentations regarding potential M&A and IPO deals.
  • Created PowerPoint presentations and pitch books for client presentations and new business development.
  • Provided financial modeling, client presentations, and database support.
  • Led the creation of marketing materials for client presentations.
  • Prepare client presentations and market new products.
  • Provided quantitative and qualitative support for mergers and acquisitions Assembled marketing materials for client presentations Prepared financial models and business valuations
  • Develop & plan sales strategy to market IPOs Communicate recommendations of securities to sales force and clients Prepare client presentations

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24. Strategic Alternatives

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Here's how Strategic Alternatives is used in Investment Banking Associate jobs:
  • Analyzed structural defenses and strategic alternatives in light of potential hostile takeover of semiconductor firm.
  • Associate on deal teams providing strategic alternatives and financing to clients in the maritime and energy sectors.
  • Completed an extensive valuation and strategic alternatives analysis for a Southern California based multifamily real estate firm with over 8,000 apartments.

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25. Public Company

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Here's how Public Company is used in Investment Banking Associate jobs:
  • Worked directly with the MD on corporate restructuring of an online marketing public company.
  • Included the creation and tracking of comparable public company analysis.

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26. Confidential Information Memoranda

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Here's how Confidential Information Memoranda is used in Investment Banking Associate jobs:
  • Executed various divestiture activities including drafting confidential information memoranda, preparing management presentations, and coordinating due diligence efforts.

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27. Acquisition Targets

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Here's how Acquisition Targets is used in Investment Banking Associate jobs:
  • Advised a major navigation system manufacturer on potential global strategic options; researched acquisition targets and presented most relevant opportunities.
  • Collaborated with leveraged finance team to provide sponsor clients with financing recommendations for 3 separate acquisition targets.
  • Prepared and presented pitch materials containing acquisition targets for a large steel manufacturer.
  • Authored memorandum recommending acquisition targets and action plans.
  • Identified proprietary acquisition targets for buy-side clients, including private equity groups, public/corporate acquirers and hedge funds.
  • Tailored models to accurately reflect business realities, and built clear valuation models for acquisition targets.
  • Evaluated and presented $100 MM acquisition targets for a large automotive technology conglomerate.
  • Assembled acquisition targets for companies to help drive strategic initiatives and growth.
  • Analyzed various acquisition targets, modeling company financials and employing multiple valuation techniques.
  • Identified and analyzed potential acquisition targets in the Healthcare sector.
  • Performed in-depth business, customer, accounting, regulatory, legal and financial due diligence on multiple acquisition targets.

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28. Advisory Services

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Here's how Advisory Services is used in Investment Banking Associate jobs:
  • Provided timely and efficient access to capital and knowledgeable strategic advisory services for emerging growth and middle market companies.
  • Provide advisory services for bankruptcy/restructuring, M&A, public offering, and asset-based financing.
  • Provide sell and buy-side advisory services.
  • Participated in investing activities and financial/advisory services for companies including PIPEs, public/private offerings, M&A and restructurings.
  • Provided advisory services to several of the largest telecom companies in Europe, including Deutsche Telekom and British Telecom.

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29. A Advisory

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30. Initial Public Offering

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Here's how Initial Public Offering is used in Investment Banking Associate jobs:
  • Drafted private placement and initial public offering (IPO) documents with senior investment bankers and corporate counsel.
  • Analyzed and marketed a $600M initial public offering of a health care company.
  • Achieved $275 million in revenues and a NASDAQ initial public offering.
  • Analyzed and executed securities transactions including traditional bank and bond issuance, initial public offerings, and mergers and acquisitions.

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31. Financial Sponsors

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Here's how Financial Sponsors is used in Investment Banking Associate jobs:
  • Worked closely with senior management to develop extensive marketing materials for auction, targeting both strategic buyers and financial sponsors.
  • Assisted in organizing annual growth conference for technology and industrial company managements, financial sponsors and institutional investors.
  • Worked with Financial Sponsors, Leverage Finance, Industrial and Consumer groups on M&A, debt and equity transactions
  • Prepared presentations for strategic discussions with boards, C-level officers and financial sponsors (private equity).
  • Created financial models and presentations for financial sponsors, credit agencies, and internal underwriting committees.
  • Experience included positions within the Consumer & Retail, and Financial Sponsors Coverage groups.
  • Advised buy- and sell-side M&A processes for financial sponsors, portfolio companies Restructuring advisor on both creditor and debtor-side engagements

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32. Presentation Materials

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Here's how Presentation Materials is used in Investment Banking Associate jobs:
  • Coordinated efforts with industry team to create CIM and management presentation materials; responsible for development of financial discussion.
  • Team management; managed analysts to ensure the quality and accuracy of client presentation materials.
  • Assigned tasks to summer analysts, audited models and presentation materials, and provided feedback.
  • Prepared presentation materials and cashflow analysis for the rating agencies.
  • Led teams of summer analysts in creating financing and short-seller defense presentation materials for top Japanese companies CFOs.

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33. Potential Investors

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Here's how Potential Investors is used in Investment Banking Associate jobs:
  • Identified potential investors and actively marketed investment opportunities.
  • Prepared financial reports, business plans, and presentation materials to potential investors.
  • Created financial models, identified potential investors and performed due diligence

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34. Term Sheets

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Here's how Term Sheets is used in Investment Banking Associate jobs:
  • Prepared investor presentations, industry reports and term sheets.
  • Drafted selling memoranda, presentations, term sheets, bid comparisons, and reviewed definitive agreements and employment contracts.
  • Communicated with financial institutions, leading to at least five interested lenders; analyzed and negotiated initial term sheets.
  • Drafted term sheets, LOIs and closing statements for review by advisors of the buy-side clients and prospect companies.

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35. Investor Relations

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36. Financial Institutions

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Here's how Financial Institutions is used in Investment Banking Associate jobs:
  • Provided extensive client service by communicating with various internal departments and financial institutions.

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37. Ebitda

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38. New Clients

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Here's how New Clients is used in Investment Banking Associate jobs:
  • Initiated new business opportunities through identifying, analyzing and contacting potential new clients.
  • Identified new clients and maintained relationships with bi-weekly presentations.
  • Enlarged Cato's database and added over 2,000 entries which is used to identify new clients.
  • Contacted new clients to ensure satisfaction and cross sell additional products and services.
  • Assisted senior team with engagement of new clients.

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39. Credit Facility

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Here's how Credit Facility is used in Investment Banking Associate jobs:
  • Drafted underwriting memorandum for C$300MM credit facility for internal credit committee and Leveraged Finance desk.

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40. Private Companies

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Here's how Private Companies is used in Investment Banking Associate jobs:
  • Provided credit valuations for public and private companies and performed in-depth market and business development research for the REIT practice.
  • Execute strategic reviews for public and private companies throughout multiple industries as well as a variety of PE/VC firms.
  • Conducted financial and operational due diligence on selected private companies seeking to change the terms of existing capital structure.

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41. Transaction Execution

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Here's how Transaction Execution is used in Investment Banking Associate jobs:
  • Coordinated all aspects of transaction execution, including management of internal deal teams and client/seller communications.
  • Supervised three investment banking analysts and provided developmental transaction execution training.
  • Managed deal teams and performed financial modeling, analysis, research, pitches, memos, and transaction execution
  • Provided management, transaction execution support, direction and oversight throughout the M&A process.

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42. Market Research

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Here's how Market Research is used in Investment Banking Associate jobs:
  • Utilized market research and relevant databases.
  • Key duties include participating in M&A assignments, creating investor presentations and conducting market research.
  • Provide investor introductions, market research, and due diligence.

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43. Credit Reports

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44. C-Level

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Here's how C-Level is used in Investment Banking Associate jobs:
  • Prepared presentation material to C-level executives
  • Represented IBD in coordination meetings with C-level managers, and was praised for communication skills and ability to prioritize multiple tasks.
  • Led the team in performance-based metrics on a daily basis (70-90 calls a day to C-Level Executives).
  • Manage relationships with C-level senior leadership, school team captains and key stakeholders across the firm.
  • Maintained long-term relationships with C-level executives, vendors, and small business owners.

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45. IPO

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Here's how IPO is used in Investment Banking Associate jobs:
  • Completed 10 debt and equity offerings totaling ~$3.7B, including IPO's, follow-on equity and high-yield notes.
  • Led an elite marketing team that brought in 15 IPO and SPO contracts worth approximately $4.5M.
  • Executed price sensitivity analysis for the potential IPO of a privately held satellite and spacecraft launch company.
  • Prepared sales force memo and assisted in drafting offering memo for $200M IPO of barging company.
  • Developed, analyzed and pitched IPO opportunities in the multifamily, strip retail, and mall sectors.
  • Evaluated and pitched exit alternatives involving sale or IPO of portfolio companies to financial sponsor clients.
  • Managed two analysts, conducted analyses on plastic and mining industries and drafted IPO prospectus.
  • Served on an IPO team for a corporation with over US$1 billion revenue.
  • Processed over 7 million shares of stock purchases, reported transactions and collected payment for IPO
  • Structured equity securities valuation models pricing IPO candidate companies ($20M market capitalization).
  • Started as Product Development and Manager for online IPO distribution platform.
  • Advised $1.1Bn resources company on IPO of clean coal subsidiary.
  • Marketed IPO candidates to fund managers.
  • Provided quantitative and analytical support for IPO projects.
  • Lead managed IPO and FO process for co-managed transactions for E&P companies, MLPs and Royalty Trusts.
  • Key banker in Fuwei Films' co-managed IPO transaction, completed in Dec. 2006.
  • Coordinated Due Diligence Meetings for Gilford's IPO presentations.
  • Maintained the syndicate agreement list for IPOs for the President of Gilford Securities.
  • Evaluated and created salesforce memoranda for Athlon Energy's IPO and Triangle Petroleum's follow-on offering.
  • Executed IPOs and Follow-ons Interacted extensively with institutional investors to position IPOs and Follow-ons

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46. Financial Advisor

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Here's how Financial Advisor is used in Investment Banking Associate jobs:
  • Prepared materials for equity offering and financial advisory presentations, confidential selling memorandums, and internal presentations.
  • Key participant in a financial advisory team for an international consortium to win the privatization mandate.
  • Delivered tailored capital-funding plans and financial advisory services for potential clients.
  • Contributed to investment banking group's merger and acquisitions, capital raises, and financial advisory assignments.
  • Specialized in providing financial advisory and capital-raising services to clients in the environmental services industry.
  • Served as executive financial advisor to Air Canada.
  • Group Worked on deals providing financial advisory services ranging from Term Loans to large utilities and IPOs for renewable solar companies.
  • Interfaced with client to provide multi-case strategic advisory o Financial Advisor for ~400 million Debt Restructuring.

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47. Reit

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Here's how Reit is used in Investment Banking Associate jobs:
  • Completed 2.7 million share common equity follow-on offering for Capital Automotive REIT, raising $70.3 million.
  • Led the sell-side process for a privately owned real estate investment trust (REIT).
  • Credit analysis for prospectuses for syndicated loans for national REITs.
  • Focused on the following sectors: banks/brokers, monoline insurers, homebuilders and real estate investment trust (REITs).

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48. Client Relationships

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Here's how Client Relationships is used in Investment Banking Associate jobs:
  • Participated in client meetings and contributed to building and maintaining client relationships.
  • Managed client relationships through participation on roadshows.
  • Manage diverse portfolio of 70+ client relationships and worked on 40+ financing deals from start to finish.
  • Interact with current and prospective clients to develop client relationships and generate new business.
  • Assisted in the development and cultivation of client relationships.
  • Involved in all aspects of offering process, from the development of client relationships through analytics and project execution.

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49. Corporate Clients

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Here's how Corporate Clients is used in Investment Banking Associate jobs:
  • Discussed strategy/financial options with corporate clients.
  • Raised $62MM in capital for corporate clients through public and private funding.
  • Worked in corporate clients advisory services and consulted with companies on their financial strategies, especially for equity capital issuances.

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50. Strategic Buyers

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Here's how Strategic Buyers is used in Investment Banking Associate jobs:
  • Drafted documents highlighting potential synergies on a case-by-case basis to specific strategic buyers as well as financial buyers with platform companies.
  • Negotiated purchase agreements and terms sheets with financial and strategic buyers and lenders.
  • Market software, semiconductor and networking companies to Strategic Buyers, VCs and PE Firms.
  • Contacted approximately 100 financial buyers and 25 strategic buyers as part of this process.

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20 Most Common Skills For An Investment Banking Associate

Financial Models

24.2%

Equity

12.5%

Due Diligence

10.7%

Sell-Side M

4.8%

DCF

4.0%

Financial Statements

4.0%

LBO

3.9%

Private Placement

3.5%

Merger Model

3.4%

Management Presentations

3.3%

Pitch Books

3.1%

Buy-Side M

3.0%

A Transactions

2.9%

Precedent Transactions

2.9%

Comparable Company Analysis

2.9%

Capital Markets

2.6%

Healthcare

2.5%

Business Development

2.0%

Capital Structure

1.9%

Real Estate

1.9%
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Typical Skill-Sets Required For An Investment Banking Associate

Rank Skill
1 Financial Models 19.1%
2 Equity 9.9%
3 Due Diligence 8.5%
4 Sell-Side M 3.8%
5 DCF 3.2%
6 Financial Statements 3.2%
7 LBO 3.1%
8 Private Placement 2.8%
9 Merger Model 2.7%
10 Management Presentations 2.6%
11 Pitch Books 2.4%
12 Buy-Side M 2.4%
13 A Transactions 2.3%
14 Precedent Transactions 2.3%
15 Comparable Company Analysis 2.3%
16 Capital Markets 2.0%
17 Healthcare 2.0%
18 Business Development 1.6%
19 Capital Structure 1.5%
20 Real Estate 1.5%
21 Investment Bank 1.4%
22 Capital Raising 1.2%
23 Client Presentations 1.2%
24 Strategic Alternatives 1.1%
25 Public Company 1.0%
26 Confidential Information Memoranda 0.9%
27 Acquisition Targets 0.8%
28 Advisory Services 0.8%
29 A Advisory 0.8%
30 Initial Public Offering 0.8%
31 Financial Sponsors 0.7%
32 Presentation Materials 0.7%
33 Potential Investors 0.6%
34 Term Sheets 0.6%
35 Investor Relations 0.6%
36 Financial Institutions 0.6%
37 Ebitda 0.6%
38 New Clients 0.5%
39 Credit Facility 0.5%
40 Private Companies 0.5%
41 Transaction Execution 0.5%
42 Market Research 0.5%
43 Credit Reports 0.5%
44 C-Level 0.5%
45 IPO 0.5%
46 Financial Advisor 0.5%
47 Reit 0.5%
48 Client Relationships 0.5%
49 Corporate Clients 0.5%
50 Strategic Buyers 0.4%
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