ProfessionalgeneralFREE

Structured Finance Analyst Resume Template

Authoritative typography and conservative palette projecting precision, trust, and analytical depth. Trusted by investment banks and financial institutions.

Use This Template Free →
ATS-optimized layout Fully customizable colors & fonts AI auto-fill your details Download as PDF

Live Preview

Customize color and font — see changes instantly

Accent Color

Font

Font Size: 11pt

Use This Template Free →

Free to start · No credit card required

Previewing as

Alexandra Pemberton

Investment Banking Associate

Skills

Financial Modelling:LBO, DCF, Merger Model, Accretion/Dilution, Comps
Tools:Bloomberg Terminal, Capital IQ, FactSet, Excel (VBA), PowerPoint
Domains:M&A Advisory, Equity Capital Markets, Debt Capital Markets, Private Equity

Certifications

CFA Charter2019
CFA Institute
Series 792017
FINRA
Series 632017
FINRA

Languages

EnglishNative
MandarinProfessional

Interests

Squash, Macroeconomic Research, Philanthropic Investing

Alexandra Pemberton

alexandra.pemberton@email.com+1-212-555-8800New York, NYlinkedin.com/in/apemberton

Professional Summary

CFA charterholder and investment banking associate with 7 years of experience in M&A advisory and capital markets. Closed $4.2B in transactions across technology and healthcare sectors.

Work Experience

Investment Banking AssociateGoldman Sachs
Jul 2020 – Present
  • Advised on $1.8B acquisition of SaaS platform, managing due diligence across 12 workstreams
  • Built detailed LBO models and DCF analyses supporting $2.4B in debt financing
  • Managed relationships with C-suite executives at 8 Fortune 500 clients
Financial AnalystJP Morgan Chase
Aug 2017 – Jun 2020
  • Supported origination and execution of 14 equity offerings raising $3.1B in aggregate
  • Developed sector-specific comparable company analyses across TMT and healthcare
  • Created weekly market commentary distributed to 200+ institutional investors
Analyst, Financial AdvisoryDeloitte
Sep 2015 – Jul 2017
  • Performed financial due diligence on 6 mid-market M&A transactions
  • Constructed integrated three-statement financial models for valuation purposes

Education

M.B.A. in Finance
University of Pennsylvania — Wharton
Sep 2013 – May 2015

Volunteer Work

Financial Literacy MentorJan 2021 – Present
Junior Achievement USA

Deliver financial literacy curriculum to high school students in underserved communities.

Awards & Honors

Top Analyst AwardJP Morgan Chase
2019
Dean's Award for Academic ExcellenceWharton
2015

References

Available upon request.

How to use this template

  1. 1

    Click "Use This Template Free" above.

  2. 2

    Sign up for free — no credit card needed.

  3. 3

    Nexfolyo AI fills in your details automatically, or type them manually.

  4. 4

    Adjust colors, fonts, and layout in the editor.

  5. 5

    Download as PDF or share your live resume link.

Start Building Free →

💼

Career Guides

Skills, salary & job outlook

🎯

Interview Prep

Role-specific questions & answers

🚀

Portfolio Builder

Showcase your work