Investment Banker Resume Template

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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’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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