Resume Skills and Keywords for Institutional Banker

An institutional banker sells and issues securities and financial assets on stock exchanges to create revenue and cash for businesses and financial institutions. Institutional bankers also advise private clients on investment possibilities and financial transactions based on market conditions and their needs. They manage their clients' investment portfolios and develop acquisition and merger proposals. An institutional banker must have a thorough understanding of the financial and stock markets, as well as strong analytical skills for analysing statistical data and determining the best financial plans.

Skills required for an Institutional Banker's role

  • Portfolio Management 
  • Valuation 
  • Mutual & Hedge Funds 
  • Quantitative Analysis
  • Client Relations 
  • Capital Markets
  • Private Equity
  • Client Relationships
  • Financial Models
  • Mergers & Acquisitions
  • Due Diligence

What recruiters look for in an Institutional Banker's resume: 

  • Proficient at leading and supporting clients through the expansion of the corporate and personal enterprise.
  • Adept at preparing legal and financial records to complete investments, acquisitions, and purchases.
  • Highly skilled to examine all risks and give financial advice.

What can make your Institutional Banker's resume stand out:

A strong summary that demonstrates your skills, experience and background in institutional banking

  • An accomplished institutional banker with experience in card and merchant acquiring businesses, delivering new products, services, and process improvements. Experienced in operational leadership in the areas of staff management,  profit and loss, budgeting, cost control, and strategic planning. Expertise in relationship management that matches account acquisition abilities. 

Targeted job description 

  • Conduct research and review financial information and market trends.
  • Issue debt and trade equity to increase capital.
  • Create and implement financial models to review deals and determine profitability.

Related academic background 

  • MBA (Account and Finance) | UPES, Dehradun 2017 
  • BBA | VIPS, New Delhi 2015 

Sample Resume of Institutional Banker in Text Format

SONU SHARMA 

Institutional Banker 

9717236117 | sonusharma@gmail.com | New Delhi, India | https://www.linkedin.com/in/sonusharma/ 

SUMMARY

An accomplished institutional banker with experience in card and merchant acquiring businesses, delivering new products, services, and process improvements. Experienced in operational leadership in the areas of staff management,  profit and loss, budgeting, cost control, and strategic planning. Expertise in relationship management that matches account acquisition abilities. 

EMPLOYMENT 

Institutional Banker | Barclays Corporate & Investment Bank, Delhi | 2020 - Present 

  • Identify investment opportunities, conduct semi-annual portfolio reviews, and implement asset allocations to achieve profitability. 
  • Manage a full-service brokerage start-up office providing retirement, investment, and insurance products to small businesses and individual clients. 
  • Perform company valuations utilizing comparable public company analysis, precedent transactions analysis, and  DCF analysis. 
  • Participate in due diligence processes to ensure that information is received and reviewed in a timely manner and that appropriate reports for management are completed. 

Institutional Banker | Core Capital Advisors, New Delhi | 2017 - 2020 

  • Executed sales of public & private companies, IPO's, secondary equity offerings, and private debt placements. 
  • Performed thorough investment research through the utilization of data sources. 
  • Supported financial analysis of potential acquisition targets and prepared valuation analyses of potential valuation  targets 

EDUCATION 

  • MBA (Account and Finance) | UPES, Dehradun 2017 
  • BBA | VIPS, New Delhi 2015 

SKILLS 

  • Portfolio Management 
  • Valuation 
  • Mutual & Hedge Funds 
  • Quantitative Analysis
  • Client Relations  

LANGUAGES 

  • English 
  • Hindi 
  • Spanish