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    Haskayne Resume Template 1

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    Mako Smith
    Ivona B. I-Banker is a finance student at the University of Calgary with experience in investment banking, wealth management, accounting, and business ownership. She has a 3.72 GPA and is a CFA Level I candidate. As an investment banking intern, she performed due diligence and assisted with valuation analysis and model building. Ivona also has experience in private wealth management, accounting, and landscaping. She currently leads the Financial Management Group club and researches equities for a student investment portfolio.

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    Haskayne Resume Template 1

    Uploaded by

    Mako Smith
    85 views1 page
    Ivona B. I-Banker is a finance student at the University of Calgary with experience in investment banking, wealth management, accounting, and business ownership. She has a 3.72 GPA and is a CFA Level I candidate. As an investment banking intern, she performed due diligence and assisted with valuation analysis and model building. Ivona also has experience in private wealth management, accounting, and landscaping. She currently leads the Financial Management Group club and researches equities for a student investment portfolio.

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    Ivona B. I-Banker is a finance student at the University of Calgary with experience in investment banking, wealth management, accounting, and business ownership. She has a 3.72 GPA and is a CFA Level I candidate. As an investment banking intern, she performed due diligence and assisted with valuation analysis and model building. Ivona also has experience in private wealth management, accounting, and landscaping. She currently leads the Financial Management Group club and researches equities for a student investment portfolio.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    85 views1 page

    Haskayne Resume Template 1

    Uploaded by

    Mako Smith
    Ivona B. I-Banker is a finance student at the University of Calgary with experience in investment banking, wealth management, accounting, and business ownership. She has a 3.72 GPA and is a CFA Level I candidate. As an investment banking intern, she performed due diligence and assisted with valuation analysis and model building. Ivona also has experience in private wealth management, accounting, and landscaping. She currently leads the Financial Management Group club and researches equities for a student investment portfolio.

    Copyright:

    © All Rights Reserved
    Download as DOCX, PDF, TXT or read online from Scribd
    Download as docx, pdf, or txt
    of 1

    Ivona B.

    I-Banker
    Ivona.banker@ucalgary.ca | (587)123-4567 | ca/linkedin.com/ivonabanker
    2500 University Drive NW, Calgary, AB T2N 1N4
    EDUCATION
    Bachelor of Commerce, Finance (2020) 2016 – Present
    Haskayne School of Business, University of Calgary
     GPA: 3.72/4.0
     Dean’s List: Fall 2015, Winter 2016, Fall 2016

    Chartered Financial Analyst, Level I Candidate May 2017


    CFA Institute
    EXPERIENCE
    Boutique Investment Bank June 2017 – August 2017
    Investment Banking Summer Analyst, Mergers and Acquisitions Advisory Services
     Drafted, updated and formatted both sell-side and buy-side pitch books for presentation to senior bankers
     Performed due diligence, assisting in auditing the pro-forma financials of a pre-revenue medical devices company
     Discover a calculation error that overstated pre-tax income by $17MM
     Reviewed and edited Confidential Information Memorandum for client
     Researched potential targets for an M&A buy-side acquisition of a $200MM-$400MM specialty chemicals company
     Assisted with building an operating model with supporting debt schedule
     Conducted valuation analysis using comparable companies and discounted cash flow with Associate
     Created a mini-merger model to evaluate the accretion/dilution of an acquisition

    Wealth Management Firm May 2016 – August 2016


    Private Wealth Management Intern
     Generated leads at tradeshows to build a larger client base
     Created marketing materials and packaged gifts for current and potential clients
     Performed due diligence on regional banks and credit unions to determine the highest interest rates for checking and
    savings accounts

    Accounting Firm May 2015 – September 2015


    Summer Accounting Student
     Increased data entry efficiency by consolidating information through Excel
     Calculated, analyzed, and filed payroll taxes for companies and high net-worth individuals
     Adjusted the general ledger at year-end for various companies using QuickBooks
     Analyzed ongoing projects and corrected working paper errors

    Landscaping Business May 2010 – October 2014


     Identified client needs and developed a plan to provide competitive prices and quality customer care
     Built client base to 25 individuals after two months of operations
    OTHER
    President, Financial Management Group May 2016 – Present
    Inter-Collegiate Business Competition February 2017 – Present
     Gold Medalist, Finance team, January 2013
     Silver Medalist, Ethics team, January 2012
    Calgary Portfolio Management Trust, Research Associate September 2016 – Present
     Analyzed TSX equities to assist in the management of a $300,000 portfolio

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