julie richards investment banking associate contact details 555555555 julierichards3gmailcom seattle wa core skills private equity investment banking financial modelingvaluation corporate development market research transactions middlemarket commercial debt clientthirdparty due diligence professional profile dedicated investment banking associate experience capturing business opportunities supporting transactional execution including preparing marketing pitches formulating financial analyses presenting internal committee memoranda passionate developing understanding industry trends provide valueadded advice clients demonstrated ability manage complex projects fastpaced entrepreneurial environments alongside team members jan 2018 present outline career summary jpmorgan chase co seattle wa investment banking associate prepare cash flow models draft memorandums clientsinvestors one oldest financial institutions offers financial solutions millions consumers small businesses prominent corporate institutional government clients key responsibilities advise acquisitions divestitures leveraged buyouts well execute capital transactions including equity offerings debt issuances conduct market research review financial data build detailed models implement strategic initiatives develop pitch materials secure new business monitor industry trends share insightful reports broader team senior executives clients generate novel ideas analytical materials support new client meetings deliver exceptional customer service answering calls resolving problems calm professional manner handle client inquiries loan histories posting errors changes address line credit advances construction loan draws notary services lien releases serve liaison lender loan processing request coordinate preparation loan documents schedule closings assist maintaining commercial credit files scanning indexing borrower financial records banks digital recordkeeping platform obtain verify collateral documents life insurance assignment cash collateral accounts delinquent taxes order future advance endorsements assess potential investments ethical standpoint ensure compliance legal guidelines stay abreast financial market developments identify new business key achievements priced closed 23b fixed income securities six months ahead schedule grew mutual fund value 57 closely monitoring net asset value making superior investment decisions authored published 86 periodic retail market industry reports helped 60 client companies boost profits 40m jul 2013 dec 2017 outline raymond james seattle wa investment banking associate facilitated transactions providing information investments holding company offers financial services individuals corporations municipalities subsidiary companies engaged primarily investment financial planning key responsibilities managed aspects transaction execution pitch closing including coordinating due diligence negotiating terms dispensed capital raising strategic advisory services entrepreneurs familyowned companies private equity sponsors major corporations page 1