Motivated Investment Banker with six years of finance expertise. Proven track record in portfolio growth, M&A strategies, and client management. Adept at financial modeling and market analysis.
Overview
1
1
Certification
Work History
Investment Banker
CapitalGrowth Advisors
1 2023 - 7 2025
Managed portfolios over $500M in assets
Achieved 15% client portfolio growth annually
Developed financial models for M&A opportunities
Financial Analyst
Dynamic Finance Group
1 2020 - 12 2022
Conducted market research for investment decisions
Increased ROI by 10% through strategic insights
Prepared financial reports for senior management
Junior Financial Consultant
Riverside Financial
1 2019 - 12 2019
Assisted in managing $200M client portfolio
Improved client satisfaction scores by 8%
Analyzed financial statements for performance
Education
Master of Business Administration - Finance
Harvard Business School
Cambridge, MA
Bachelor of Science - Economics
University of Chicago
Chicago, IL
Skills
Financial Analysis
Portfolio Management
Risk Management
Market Research
Mergers & Acquisitions
Investment Strategies
Financial Modeling
Client Relations
Certification
Chartered Financial Analyst (CFA) - CFA Institute
Financial Risk Manager (FRM) - Global Association of Risk Professionals
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