Investment Banker Resume Template

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Written by Milan Šaržík, CPRW

Certified Professional Résumé Writer

May 6, 2024

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Investment Banker Resume Template (Full Text Version)

Paul Hannula

Address: 234 Willow Ave, M1E 3K7, Toronto, Ontario, Canada

Email address: hannulapaul@gmail.com

Phone number: (416) 699-8071

Profile

Results-driven Investment Banker with a track record of consistently exceeding revenue targets in fast-paced, dynamic settings. Proficient in providing investment recommendations, developing innovative financial plans, and assessing risk. Demonstrates a strong work ethic and exceptional analytical abilities. Recipient of Employee of the Month accolade for outstanding performance.

Work experience

01/2016 - 12/2018, Investment Counsellor, Fisher Investments, Toronto, ON, Canada

Cultivated and managed professional relationships with potential and existing clients to uphold company standards and adherence to policies and procedures.
Advised clients and provided investment recommendations based on personal judgement and expertise.
Communicated portfolio updates and provided client education on financial matters.
Conducted thorough financial market analysis, generated reports, and devised innovative strategies for optimal results.

01/2014 - 12/2015, Investment Banking Analyst, The Bank of Nova Scotia, Toronto, ON, Canada

Developed financial models to analyze customers' financial needs, goals, and investment risk.
Created promotional materials and presentations, and executed transactions.
Conducted day-to-day portfolio management tasks.
Achieved a 45% revenue increase in 2014 and a 50% increase in 2015.
Recognized as Employee of the Month for outstanding performance.

Education

09/2012 - 01/2014, Financial Economics, University of Toronto, Toronto, ON, Canada

Earned a Master's degree in Financial Economics
Conducted research on various economic models and theories
Analyzed complex financial data to make informed decisions
Applied statistical methods to analyze market trends
Presented findings to academic audiences
Collaborated with peers on group projects to achieve desired outcomes

09/2009 - 05/2012, BSc Accounting and Finance, London School of Economics and Political Science, London, United Kingdom

Achieved First Class Honours in BSc Accounting and Finance.
Participated in FinTech Society and TEDx Club as a member.

09/2005 - 05/2009, Bilingual program (Finnish and English), The English School, Helsinki, Finland

Achieved Distinction at graduation (Grade 1 - A/excellent equivalent) in all 4 subjects
Demonstrated proficiency in both Finnish and English language program
Successfully completed bilingual program with high marks
Excelled in academic performance in both languages

Skills

Languages Skills

Finnish

English

Spanish

Computer Skills

Microsoft Office

QuickBooks

SigFig Portfolio Tracker, Morningstar

Interpersonal/Life Skills

Detail-oriented

Multi-tasking/Time Management

Communication Skills, Good Team Player

Problem Solving/Analytical Skills

Volunteering

05/2010 - 07/2010, English Tutor, Projects Abroad, Phnom Penh, Cambodia

Certificates

02/2014, CHARTERED INVESTMENT MANAGER (CIM), Canadian Securities Institute

06/2011, Driving Licence, Driving School

Hobbies

Exploring distant lands

Getting lost in a good book

Every kind of sport

Milan Šaržík, CPRW

Certified Professional Résumé Writer

Milan’s work-life has been centered around job search for the past three years. He is a Certified Professional Résumé Writer (CPRW™) as well as an active member of the Professional Association of Résumé Writers & Careers Coaches (PARWCC™). Milan holds a record for creating the most career document samples for our help center – until today, he has written more than 500 resumes and cover letters for positions across various industries. On top of that, Milan has completed studies at multiple well-known institutions, including Harvard University, University of Glasgow, and Frankfurt School of Finance and Management.

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