CA R LA R U I Z

INVESTMENT BANKING ANALYST

CONTACT WORK EXPERIENCE

cruiz99@gmail.com Investment Banking Analyst
(123) 456-7890
JP Morgan Chase
Houston, TX
2018 - current / Houston, TX
linkedin.com/in/carla-ruiz

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Initiated the use of DealCloud software to collaborate with 10+ M&A advisor
and merchant companies
Crafted 500+ pitch books, securing 5% more investors than colleagues
EDUCATION Collaborated with 25+ analysts, providing PowerPoint slides within a 12-hour

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turnaround that convinced 100+ big ticket clients to sign on with JP Morgan
Bachelor of Science Chase
Finance Communicated with senior bankers, providing market data research that
Texas A&M University
2010 - 2014
bs
contributed to an average of 13% ROI

College Station, TX Investment Banking Analyst

jo
Barclays
am

2016 - 2018 / Houston, TX

SKILLS Worked 100+ hours per week, ensuring 0 pitch opportunities went unused
Teamwork Crafted 50+ types of financial models to provide estimations for merger
Negotiation equity and capital-raising transactions
be

Financial Restructuring
Valuation Analyses
Presentations
Presented 2+ times per week, providing valuable insight for 4+ senior bankers
on valuations
Maintained strong working relationships with clients, generating 5+ pitch
books weekly, garnering 60+ referrals, and receiving 98% favorable customer
reviews

LICENSE
Investment Banking Intern
Series 7
Citi
2014 - 2016 / Houston, TX
Collaborated with analysists to generate 2+ weekly pitch books
Developed new skills utilizing Python software to analyze and process data,
streamlining data processing and saving 20+ weekly hours
Prepared PowerPoint presentations under the guidance of investment banking
analysts and associates, improving efficiency by 20%
Communicated slides during client briefings 2 times per month
Provided industry research, contributing to a company buyout that made Citi
$50M+ in the first month of purchase