Professional Resume Template for
Investment Banking
Julian T. Sterling
New York, NY
(212) 555-0148
julian.sterling@email.com
linkedin.com/in/julian-sterling | juliansterlingfinance.com
Professional Summary
Strategic Investment Banking Associate with 6 years of experience executing complex financial transactions, mergers and acquisitions (M&A), and capital raising initiatives within general corporate finance sectors. Expertise includes building advanced valuation models, managing client due diligence processes, and coordinating cross-functional transaction teams. Successfully supported the execution of 12 transactions totaling $1.8B in enterprise value, reducing financial modeling turnaround times by 22% and improving due diligence efficiency by 18%. Proficient in Bloomberg Terminal, Capital IQ, FactSet, and advanced Microsoft Excel for LBO and DCF modeling.
Work Experience
Investment Banking Associate — Maridian Capital Partners
New York, NY | January 2024 – Present
- Constructed 15+ comprehensive discounted cash flow (DCF) and leveraged buyout (LBO) models for sell-side M&A mandates, reducing valuation revision cycles by 24%.
- Managed due diligence workflows for 8 corporate clients in the technology and industrial sectors, coordinating with 6 legal teams to accelerate deal closure by 18 days.
- Drafted confidential information memoranda (CIMs) and management presentations for transactions totaling $620M in aggregate value, securing 14 initial bids from buyers.
- Led 4 associate analysts in refining valuation comps and pitch book materials, increasing pitch-to-mandate conversion rate from 12% to 18% over a 12-month period.
Investment Banking Analyst — Summit Valley Securities
New York, NY | September 2020 – December 2023
- Built and maintained financial models for 22 public company comparables and precedent transactions, reducing pitch book preparation turnaround time by 32%.
- Supported transaction execution for 6 completed capital raises totaling $450M in debt and equity issuance, preparing daily marketing and pricing reports for syndicate desks.
- Administered data room setups and user permissions for 10 corporate divestitures, resolving 98% of buyer documentation requests within a 4-hour service window.
- Conducted commercial due diligence and market share analysis for 14 prospective retail clients, identifying 3 key expansion targets that led to new advisory mandates.
Education
Bachelor of Science in Finance
Fordham University · New York, NY · 2020
Skills
Financial modeling, Mergers & acquisitions (M&A), Valuation (DCF, LBO, Comps), Due diligence, Pitch book preparation, Debt & equity capital markets, Bloomberg Terminal, Capital IQ, FactSet, Advanced Excel, PowerPoint, Transaction execution, Client relations, Syndicate reports
Projects
Cross-Border Tech Merger Advisory
Role: Lead Associate
Tools: Capital IQ, Excel, FactSet
Managed the cross-border acquisition of a software company for $240M, completing due diligence 10 days early and aligning valuation models within 1.5% of final offer.
Debt Refinancing & Capital Restructure
Role: Lead Analyst
Tools: Bloomberg Terminal, Excel, PowerPoint
Structured a $350M senior secured notes offering for an industrial client, lowering interest expenses by 75 basis points and extending debt maturity by 5 years.
Certifications
- FINRA Series 79 – Investment Banking Representative (2020)
- FINRA Series 63 – Uniform Securities Agent State Law (2020)
- Chartered Financial Analyst (CFA) (2023)
Additional information
- Licenses: FINRA Securities Industry Essentials (SIE)
- Languages: English (Native), French (Conversational)
- Availability: 4 weeks notice
Job Market Insights
Market data and opportunities for
Investment Banking
Job Market Insights
$150,000
-
$250,000
Avg:
$200,000
Growth Outlook:
The employment of financial and investment analysts, which includes front-office investment bankers, is projected to grow by 6% from 2024 to 2034, faster than average. While automated software and artificial intelligence tools streamline data compilation, investment firms value human professionals who can negotiate complex agreements, manage client relationships, and synthesize strategic insights for corporate transactions. Approximately 29,900 annual job openings are expected in the sector.
6% growth over 10 years
Key Skills Required
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