Resume Sample: Investment Banking, Financial Modeling and Valuation

This resume handles a few tough problems: job hopping and self-employment while the applicant was earning his MBA. He disguised his self-employment by using business job titles instead of "owner," and he beefed up his accomplishment statements with quantifiable results to show that he gets a lot done in a short period of time. Note how he presented his promotions on page two.

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Sample Resume for Investment Banking with a Focus on Financial Modeling and Valuation

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Example Resume Investment Banking Financial Modeling ValuationExample Resume Investment Banking Financial Modeling Valuation

Kramer's resume was written or critiqued by a member of Susan Ireland's Resume Team. To learn how to write an effective resume, go to 10 Steps: How to Write a Resume.

Here's the Plain Text version of Kramer's resume.

123 Seventh Avenue
Poplar Bluff, MO 12345
[email protected]

A position in Investment Banking, with a focus on financial modeling and valuation


* Six years' experience in operational and financial analysis, with particular skill in analyzing companies on a functional and quantitative basis and recommending process improvements that further the bottom line.

* In-depth knowledge of financial and valuation modeling to develop trend analysis across multiple industries.

* Skilled in working effectively with diverse groups at all organizational levels to achieve common objectives.


2004-pres., FINANCIAL SERVICES, LLC, Poplar Bluff, MO
Manager, Business Advisory Services Consulting Group

* Conducted extensive financial benchmarking and trend analysis of current audit clients.

* Assessed operational and business strategies of clients and prospects, including working capital analysis and process improvements that streamline workflow, improve operational efficiency and increase financial performance.

* Developed cost management analysis, activity-based costing and standardizing costs for a $200M painting manufacturer.

* Performed business assessment of core functional processes for an Investment Bank/Venture Capital firm, a shoe manufacturer and a freight forwarder; analyzed and matched software to meet each company's requirements.

2002-03, TEXTILE ONLINE MARKETS, INC., Poplar Bluff, MO
Internet Business-to-Business Textile Marketplace

* Developed a complex, innovative business model to offer Inventory Management, Capacity Management, Factoring and Contract Building to the global textile industry.

* Created five-year Pro-Forma financials and capitalization/valuation structure.

* Directed Angel and Venture Capital financing initiatives and presentations, secured initial capitalization of $75K.

* Hired a 30-year veteran of Clothing Brothers Industries as CEO. Recruited industry experts to serve as board members and advisors, including a former CEO of High-End Clothiers and a former president of National Jeans.

* Spearheaded business development opportunities and strategic partnerships with logistical, financial and value-added service vendors.

Internet-based multimedia and data transport
Independent Strategy Consultant

* Performed strategic analysis to determine core competencies of company. Reported findings to senior executives.

* Developed accurate financial and operational analysis and valuation of each of five business units.

* Presented recommendations to leverage products in core competency areas, improve operations and increase revenues.

1998-01, BANKERS TRUST COMPANY, Independence, MO
Regional Trust Bank
Personal Trust Operations Supervisor, 2000-01

* Supervised cash management, trading, risk management and accounting operations for 500 personal trust accounts comprising over $150M in assets.

* Served as primary operations relationship manager for client banks to ensure proper delivery of services and excellent client satisfaction.

* Directed eight-member team dedicated to servicing selected accounts. Compiled quarterly management reports on team quality control and service delivery.

Trading and Personal Trust Operations Associate, 1998-00

* Led cost analysis project to implement imaging system to store over 25,000 client files.

* Allocated and reconciled $500M in investments to accounts on a monthly basis.

* Nominated Employee of the Year, 1999.


* Master of International Management (International MBA), 2003

Thunderbird, The American Graduate School of International Management, Glendale, AZ

Financial Statement Analysis, Advanced Corporate Financial Reporting, Valuation of a Firm, International Treasury Management, Business Strategy, Negotiation and Bargaining.

Semester abroad program, Universidad Autonoma de Guadalajara, Guadalajara, Mexico

* Bachelor of Arts, History, 1998

The University of the South, Sewanee, TN

Semester abroad program, Oxford University, Oxford, England

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