investment banking associate resume example with 15+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - : - -
Career Focus

Financial Analyst specializing in corporate and government finance, financial reporting and trend forecasting.

Hands-on, client-oriented banking professional who implements creative investment strategies and is dedicated to continuous improvement.

Dynamic finance professional with a strong background in all aspects of accounting and financial management. Successful at managing multiple assignments while meeting tight deadlines.

Summary of Skills
  • Cost-benefit analysis
  • Forecasting and planning
  • Portfolio management
  • Budgeting
  • Project management
  • Talented public speaker
  • Superb communication skills
  • Decisive
  • Cost accounting
  • Cost Benefit Analysis (CBAs)
  • Analytical reasoning
  • Budget analysis
  • Financial analysis
  • Equity and fixed income research
Professional Experience
01/2014 to Current
Investment Banking Associate Fifth Third Bank Evanston, IL,
  • Researched beneficial investment opportunities and made recommendations to senior management.
  • Executed financial due diligence and created a valuation model to establish enterprise value and purchase price.
  • Sourced qualified investors for hedge fund, private equity and real estate investment managers.
  • Monitored and tracked securities transactions, fund transfers, margin accounts and option trading.
  • Researched banking guidelines and statutory requirements to stay updated on new laws and applications.
  • Performed extensive analytical calculations, including a complete audit of each mutual fund.
  • Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.

11/2010 to 2014
Senior Expense Analyst Ss&C Technologies Union, NJ,
  • Assist with the processing of the current year expense plan and the creation of future year's operating expense plan while incorporating guidance from Finance.
  • Review expenses for emerging trends and pro-actively keep the Expense Team, when applicable, informed of impending gaps, trends, and make recommendations as identified.
  • Manage processes, models, and implement enhancements as needed to reduce general operating expenses without impeding on business results.
  • Manage procurement governance process, as needed incorporating general compliance activity, along with T&E analysis.
07/2008 to 12/2010
Travel Expense Analyst Car Gurus San Francisco, CA,
  • Lead the management and oversight of the Business Expense Reimbursement, Corporate Credit Card, and Travel Policies.
  • Designed and oversaw the travel procurement process to improve customer satisfaction while increasing controls and reducing costs.
  • Developed, analyzed and recommended key internal metrics for T&E practices, trends and results.
  • Developed, implemented, and managed all travel related vendor relationships and programs ensuring compliance to service level agreements and travel related policies.
05/2005 to 07/2008
AP Travel and Expense Coordinator BCD TRAVEL City, STATE,
  • Audited and Reviewed of travel expense reports submitted by participants for both accuracy and assurance of compliance with Company Travel and Expense Policies.
  • Responsible for fraud identification and preliminary documentation as it relates to travel expenses.
  • Coordinates information flow with Accounting Payroll Compliance, Internal Audit Security & Regulatory Affairs, and other impacted departments.
Expected in July 2009 to to
Bachelor of Art degree: Business Economics

Business Economics

Expected in 12/2016 to to
Master of Science degree: Finance


Fluently speak, read, and write French

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Resume Overview

School Attended


Job Titles Held:

  • Investment Banking Associate
  • Senior Expense Analyst
  • Travel Expense Analyst
  • AP Travel and Expense Coordinator


  • Bachelor of Art degree
  • Master of Science degree

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