1. Identified Enterprise value, EBITDA multiples, and 10 potential Private Equity investors, narrowing list down to 3 candidates. Assisted team members in preparing a confidential information memorandum and drafting an investment teaser for potential investors. Executed a wide range of transactions including M&A transactions, global offerings and worldwide road shows. Technical job skills refer to the talent and expertise a person possesses to perform a certain job or task. Finalized a Private Placement deal, assisted an IPO deal, and drafted a research report on sapphire substrate industry. Developed standardized, flexible LBO model three days ahead of expected deadline. Drafted key transaction materials, including detailed offering memorandum, S-1, management presentations. Created multiple pitch books within a strict deadline in order to deliver detailed meetings to our multi-billion dollar clients. Supported the Dallas-based coverage team in providing advisory services on all investment banking products, Provided comprehensive range of investment banking services to power companies and financial sponsors. o $2.5MM LBO of an education and training services company Managed Application Change Management(ACM) process for Investment Banking division globally following proper Change Management procedures. Bank Debt 10. Performed financial analysis and due diligence for potential buy-side M&A deals Gained significant experience in financial statements and industry analysis as pertains to equity valuation. Completed extensive company and industry due diligence to determine likelihood of achieving management projections. Coordinated and organized weekly intermediaries' meeting for the IPO Project and wrote summaries for the meeting. To be an analyst, you need a bachelor’s degree in finance or economics. Utilized Excel to establish following models: LBO, corporate valuation, merger/ acquisition, discounted cash flow. Produced pitch materials and proposed execution strategies that highlighted issuance opportunities for clients. Created financial models, comparable company analyses, DCF analyses and company ownership analyses based on public information. Participated in formal investment banking training program. Advised $1.3bn public hotel REIT in potential management buyout; built MBO model and drafted presentation materials ! Candidates should demonstrate the ability to deal with unfamiliar situations and maintain healthy client relationships. Assisted senior bankers in expanding coverage by screening market for ideas and preparing pitch materials. Prepared management presentations, board presentations and pitch materials inclusive of financial analysis, industry overview and company-specific metrics. Created valuation analyses, including DCF, LBO, EPS accretion/dilution, and industry multiples. Researched investment preferences of venture capital and private equity firms. Prepared detailed financial models, conducted in-depth company research. Selected for 12 week assignment to assist the Real Estate Finance team with debt restructuring, portfolio management and strategy. Conducted weekly analysis of financial and equity markets. Created management presentations, investor presentations, and rating agency presentations Net Movements in Cash 6. Created excel financial models used for equity offering and merger analyses. Conducted financial analysis and created management presentations involving extensive valuation for the IPO's of iRobot, CrossMatch, and Aerovironment. If you want to work as an Investment Banking Analyst, focus on the following. Conducted comprehensive industry research and comparable company analysis across multiple industries to identify potential acquisition targets and determine initial valuation expectations. Prepared presentation materials that critiqued a company's strategy and compared its performance to those of peers within its sector. Researched and assembled list of 40+ acquisition targets for a software solutions company utilizing Capital IQ, and industry reports. Retrieved shareholder information, stock information, and press releases using Bloomberg terminals. Constructed presentation materials such as Bond Sale Summary books, Financing Alternative books, and Preparation of Tax Rate Impact schedules. Supported 2 deals and 3 pitches for a group that originates and executes M&A, equity, and debt transactions. Performed balance sheet and P&L analysis across: EMEA & North America Foreign Exchange. Identified and evaluated financial and strategic alternatives for emerging growth technology clients. Organized and tracked project management deal execution timeline; business plan editing/writing; prepared client presentations/pitch books, delivered feedback. ! Worked on a variety of capital raising, merger and acquisition and strategic advisory assignments for clients in the industrial sector. Prepared investor list using Capital IQ and PitchBook; and investor data room. analyzed acquisition opportunities and anti-trust issues for chip manufacturer within 700M buy-side mandate. Supported live transactions and projects by assisting with valuations, client presentations and industry research. Assisted with call preparation and research and qualified prospects for credit and capital markets product opportunities. Developed pro-forma financial statements, Company valuations. Developed information memorandum for debt capital markets issuance for a leading micro-finance lender totaling over $20 Million. Executed 6 growth private equity transactions for $440 million raised and 10 PIPE transactions for $240 million raised. Executed 5 M&A transactions totaling more than $500mm in consideration. Depreciation 12. Valued companies using industry multiples, comparable company analyses and discounted cash flow analyses. Organized large interdepartmental meetings, arranged facilities resource, prepared agendas, drafted PowerPoint presentations and prepared meeting minutes for circulation. Most investment banking analyst positions require candidates to master financial analytical and modeling skills. Performed valuation analysis, met with clients to discuss capital raising and merger and acquisition opportunities. Created Leveraged Buyout (LBO) financial model for $7M asset purchase of an assisted technology device distributor. Appraised values for real estate assets and operating companies to report to investors ! Completed two-month investment banking training, including accounting and financial modeling. Constructed financial models to value companies, evaluate acquisition opportunities and assess the feasibility of various transaction and financing structures. Net Operating Cash Flow 2. Financing Expenditure 3. Gained exposure to various capital raising processes such as SPACs, IPOs, private placements, and secondary offerings. Attended investor meetings, visited companies, met with sell side analysts and portfolio managers. Developed pitch books used to generate new business. Worked as a member of a team in the preparation of customized technical proposal responses and client presentations. Developed various IPO structuring scenarios in order to evaluate optimal structure for the IPO Confirmed trades for by matching trade sheets to each confirmation received via Bloomberg. Estimated target stock prices using APV, DCF and Relative Valuation models, assisted in composing 11 investment reports. Reported to the co-Heads of Investment Banking and Chief Administrative Officer to assist in the company merger. That takes a nimble intellect. What are the top 3 traits or skills every investment banking analyst must have to excel? Developed presentations and selling materials, including offering memoranda, private placement memoranda and road show presentations. Performed financial analysis, developed financial forecasting and credit models, created comprehensive capital structure reports and client presentations. Collected investor materials and calculated leverage for an equity offering of $6.5 million (USD) by a client. Revised, analyzed and made projections of financial statements and sensitivity analyses of cash flow. What is the definition of investment banking analyst?Working as an IBA is a demanding position that requires more than 80 hours a week on a PC monitor to gather information and pitch various analyses on different topics, including sector reports and macroeconomic views. Managed accounting and financial due diligence with potential investors, working closely with Management to develop analyses in response to requests. Developed formal valuation of Chipotle and presented to McDonald's Board of Directors. Analyzed acquisition and recapitalization targets for a middle-market investment bank. Produced industry research, valuation analysis and marketing materials for real estate sell-side transactions up to $500 million in size. Investment bankers raise funds for corporations and government agencies by structuring the issuance of securities such as stocks and bonds. Provided analysis for buy and sell sides of transactions involving small-to-mid-sized private technology companies. Created a CIM for potential buyers using PowerPoint and Excel data. OPrepared comparable companies and DCF analyses to determine a purchase price based on a 5.91x multiple. Advised a $2 billion REIT in a recapitalization of its balance sheet and in evaluating financing alternatives for select assets. Evaluated impact against the competitiveness of U.S. financial institutions. Investopedia uses cookies to provide you with a great user experience. Developed technical and progress reports, financial charts and PowerPoint presentations. Led market analysis, competitive analysis, and due diligence activities related to a potential acquisition. New business ideas, deals, products, and opportunities come from all directions in investment banking. Analyzed M&A and strategic alternatives for financial services companies. Conducted M&A market research, and drafted M&A Monitor research paper. Constructed merger combination analyses to examine pro forma accretion /dilution impact. Tax Paid 9. Performed due diligence on assets and incorporated research and analysis into modeling effort. 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What do you do in your spare time? ! Composed marketing materials and the confidential information memorandum for an engaged client selling a US-based specialty pulp mill. Adjusted financial statements and conducted DCF valuations of companies in order to project revenues over the next five years. Prepared pitch books and presentations for client meetings. Developed financial models used to determine implied credit quality, make-whole calculations and fair value assessments. Participated the deal for a $21 million private placement, and preformed DCF analysis for the company. Supported operations to enhance profitability, while gaining enhanced knowledge of the IPO market in China. Created operating and technical process flow visuals for internal and client presentations. Performed detailed valuation analysis using financial statements, discounted cash flow, leveraged buyout, and public/transaction comparables. In the short- to mid-term, they are assigned complete ownership of a business opportunity, eventually followed by the assignment of an entire region or business segment. Selling is a big part of the job. Prepared presentations for client meetings as well as gathered and distilled information for consultants. Whether it is raising capital for an expansion or buying another … The offers that appear in this table are from partnerships from which Investopedia receives compensation. Priced M&A transactions and wrote mandates and contracts. Researching, … Often, they are asked to work long hours on hard tasks that require a positive attitude and a love for the profession. Engaged in the pitching and execution of middle-market M&A transactions. Prepared pitch books, valuation analyses and financial statement analyses and screened potential clients and investors Project Experience:. Executed IPO for BET, the first ever African-American controlled company to be listed on the Drafted teaser and private placement roadshow marketing documents. Management and leadership potential is an integral part of the investment banking job. Performed market research, maintaining deal related comparables and capital market metrics. Developed and marketed asset securitization strategies to financial institutions. real estate firm with over 8,000 apartments. Performed extensive research and detailed analyses of private equity market, individual funds and portfolio companies for quarterly client presentations. ! Conducted transaction runs for precedent transaction analysis. Compiled and co-authored over 50 CIMs detailing companies and transactions were later were used by senior bankers in management presentations. requirements for the firm. Performed in-depth investor analyses to evaluate shareholder behavior and to target potential investors when issuing equity. Advised public and private real estate companies on M&A and capital raising transactions. Executed M&A and private placement mandates for emerging-growth technology companies Followed IPO, M&A and Refinance projects, conducted due diligence, market research, analyzed financial statements. Performed in-house primary research on Energy and TMT sectors in Europe and US. Advised U.S. banks on M&A, tax-efficient divestitures, TARP repayment, IPOs, financing and capital distribution. 0 Nov 14, … Compiled financial data on the pitching target - 10K, 10Q, audited financial statement, balance sheets. Drafted offering memoranda used in capital raising processes. Analyzed financial data and created credit summaries for review by management, internal credit committee, and external capital markets. Helped assemble syndicate of investors for $10M private placement equity deal with a large e-commerce provider prior to IPO. Sourced and analyzed potential venture investments across the TMT Space. Joined newly established investment banking boutique targeting middle-market clients in the Latin American and U.S. Hispanic markets. Worked on 8 deals including recapitalizations, spin-offs, carve-outs, and LBOs. Prepared and analyzed financial statements to provide a clear view of clients' financial standing. Analyzed financial statements, constructed financial models and directed extensive research on market trends and developments. Entrepreneurial skills are also considered more … Identified potential international and domestic private equity investors and presented the investment opportunity. Provided credit valuations for public and private companies and performed in-depth market and business development research for the REIT practice. Advised Consumer & Retail companies on strategic alternatives and financing. Certified Management Accountant (CMA) Definition, Understanding Branch Managers: A Demanding and Highly Visible Job, What You Should Know About Investment Bankers. Evaluated target's financial performance via analysis of financial filings/reports/shareholder conference call and financial ratios. OAssisted on identifying potential target companies through in-depth research across various industry sectors. Produced information memorandums, strategic messaging for public offerings, buy-side, sell-side, and private placement deals. Coordinated directly with CEO and CFO to build multiple merger models illustrating various acquisition scenarios. Reconstructed financial statements for a clothing and design company including a DCF model valuation. Designed financial models that evaluate projects based on various financial assumptions. 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Analyzed metrics, data, and risk across all lines of business within the corporate investment bank. Developed accretion/dilution model and conducted further due diligence in preparation to submit nonbinding Letter of Intent, Recommended acquisition candidates to client, leading to additional due diligence and eventual acquisition of target. Investment Banking Internships – What should you do before applying for an investment banking internship? Assisted with mandate pitch processes for over $120 million pre-IPO deals of companies in Mainland China. Worked closely with CFO and other senior management of regional health insurer on proposed conversion to for-profit status and simultaneous IPO. Led due diligence on select company assets to ascertain restructuring opportunities. Developed valuation materials and financial models for the initial public offering of a technology start-up. Constructed an LBO model and credit package outlining term Short-Term Debt 7. Dividend Payable 8. Created and maintained robust databases for the new-issue and utility debt markets, using automated VBA processes and Bloomberg API. Developed three statement and discounted cash flow (DCF) models for a $22M SaaS loan pricing software company. Provided strategic advisory to public and private clients on stock offerings, mergers & acquisitions, and private placements. Leadership potential is key. Assisted with execution of transactions, including meeting clients and preparing client presentations. Conducted due diligence for potential M&A transactions. Conducted financial modeling and analytical due diligence; including comparable company analysis, and accretion /dilution scenario analysis. Assisted in organizing annual growth conference for technology and industrial company managements, financial sponsors and institutional investors.