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

Insightful Investment Banker with proven ability to achieve and surpass all revenue goals in high-paced, multitasking environments. Skilled at making investment recommendations, generating new financial plans and strategies, and evaluating investment risk.

Offers a highly professional attitude and extensive analytical skills. Awarded Employee of the Month for performing great work.

Work experience

01/2016 - 12/2018, Investment Counsellor, Fisher Investments, Toronto, ON, Canada

Created and maintained professional relationships with potential/existing clients, ensuring that company high standards were met and all policies and procedures fully followed.
Using own judgement and knowledge advised clients and made investment recommendations.
Communicated portfolio updates and educated clients.
Conducted financial market analysis and reports, developed new strategies.

01/2014 - 12/2015, Investment Banking Analyst, The Bank of Nova Scotia, Toronto, ON, Canada

Created financial models; analyzed customers' financial needs and goals and evaluated investment risk.
Developed promotional materials and presentations; executed transactions.
Performed other day-to-day portfolio management tasks.
Increased revenue by 45% in 2014 and 50% in 2015.
Awarded Employee of the Month for performing great work.

Education

09/2012 - 01/2014, Financial Economics, University of Toronto, Toronto, ON, Canada

Master's degree

09/2009 - 05/2012, BSc Accounting and Finance, London School of Economics and Political Science, London, United Kingdom

First Class Honours

Clubs and Societies: FinTech Society, TEDx Club

09/2005 - 05/2009, Bilingual program (Finnish and English), The English School, Helsinki, Finland

Graduated with Distinction (Grade 1 - A/excellent equivalent in all 4 subjects)

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

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