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Skills

  • Client-facing presentation design
  • Discounted cash flow (DCF) analysis
  • Loans
  • Cross-functional team coordination
  • Investment strategy optimization
  • Financial statement analysis
  • NCR Cash recycler
  • Business operations
  • Customer service
  • Team building

Work Experiences

  • Assisted in crafting investor presentations.
  • Assessed financial statements of prospective clients.
  • Created accounts with a 10 product cross-sell ratio.
  • Built complex multi-scenario financial models, enabling risk-adjusted return forecasts and strategy alignment for potential mergers.
  • Assisted in the preparation of pitch books.
  • Kept track of customer behavior and followed strict protocols to prevent asset theft.
  • Coordinated daily cash reconciliation in a high-volume location.
  • Remained poised and professional even in high-stress situations and when dealing with irate individuals.
  • Provided high-level customer service through a friendly approach, strong professionalism, and timely assistance with customer transactions.
  • Took phone calls about banking products such as checking, savings, loans, and lines of credit.

Summaries

  • Addressed portfolio impact factors.
  • Customer loyalty is increased by effectively resolving problems and processing transactions quickly.
  • Investment Banking Intern is a capable Investment Banking Intern with a proven track record in customer service, sales, and banking.
  • Knows how to use a variety of banking and investment products, such as deposit accounts and loans.
  • Adept at creating compelling presentations and financial reports, directly contributing to the acquisition of 5 clients and $2 in managed assets.
  • Advanced understanding of financial modeling and valuation techniques, contributing to optimized investment strategies and saving over 36% in reporting turnaround time.
  • Promote customer engagement with a winning smile and a positive attitude.
  • Aligned strategies with long-term client goals.
  • Investment Banking Intern is a multi-talented Investment Banking Intern who is consistently rewarded for planning and operational improvements.
  • All aspects of the opening and closing procedures are covered.

Accomplishments

  • Analyzed trends in Miscellaneous and provided weekly insights on stock market movements that informed high-value investments for clients.
  • Collaborated with team of 4 in the development of standard.
  • Developed multi-scenario financial models for clients in the Miscellaneous, optimizing investment decisions and reducing risk by 49% over method/2024.
  • Worked with senior bankers to structure a $16 credit facility, assisting in risk assessments that lowered lending exposure by 26%.
  • Collaborated with senior analysts to streamline market research processes, reducing reporting time by 47% using Asana.
  • Assisted in structuring equity financing in the amount of $10, contributing to client portfolio expansions in Miscellaneous.
  • Developed a Asana-based system to track and analyze market performance, resulting in 80% reduction in report preparation time.
  • Generated reports on the performance of Miscellaneous stocks, resulting in 40% more timely and effective investment decisions for stakeholders.
  • Documented and resolved metric which led to category.
  • Supported a $4 bond issuance by conducting extensive market analysis, enhancing lender confidence and deal success.

Affiliations

  • Junior Achievement Finance Competition Participant
  • Investment Banking Club (University Name)
  • Society of Women Engineers
  • Affiliate, European Banking and Financial Services Symposium
  • Volunteer, Financial Literacy Program Chicago
  • Institutional Investor Association
  • Association for Computing Machinery
  • Beta Alpha Psi Honor Society
  • Freemason
  • Chartered Alternative Investment Analyst (CAIA) Association

Certifications

  • Certified Public Accountant
  • CompTIA Network+
  • Certified Business Analysis Professional (CBAP)
  • Microsoft Certified Systems Engineer (MCSE)
  • Google Certified Professional Cloud Architect
  • Apple Certified Associate (ACA)
  • SHRM Certified Professional (SHRM-CP)
  • Harvard Business School Online CORe: Credential of Readiness
  • Cisco Certified Network Associate (CCNA)
  • Advanced Excel for Financial Models Certification by Ironclad Systems

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