Investment Banker Resume Template

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Investment Banker Resume Template (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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