experience walton ernser 2802 morissette summit chicago il phone 1 555 824 8564 executive assistant investment banking dallas tx 072014 present create maintain files managers correspondence records etc responsible diary management travel arrangements scheduling meetings provide administrative support officers associates providing support office related admin preparing travel entertainment expense reports provide deal expense breakdown reports telephone cover lunch cover assisting support staff assist special projects conference planningcoordination investment banking controller new york ny 082007042014 assist testing development maintenance tools coordinate settlements revenue sharing ms mumss working mitsubishi ms overseas finance teams revenue booking accounting management advisory eg equitydebt capital market products management deal pipeline updates preparation various dailyweeklymonthlyquarterly financial reports business unit fcg management balance sheet management create invoice bill expenses investment banking detroit mi 082002062007 continue develop improve process practice knowledge content management within tmtindustrials assist development continued cultivation client relationships strong working knowledge excel develop financial models assist management instilling sense urgency client focus across organization manages administrative assistant market project coordination functions department assess effectiveness established operational risk management controls contribute development km corporate finance analysis tools improve efficiency junior bankers education skills san diego state university bachelors degree finance superior knowledge microsoft office suite word powerpoint excel ability quickly independently learn variety industry software platforms proven ability pay close attention detail multitask tight deadlines excellent interpersonal presentation oral written communication skills order convey complex factual conceptual information others promote interests cibc excellent understanding financial statements credit analysis accounting principles drive enthusiasm creativity excellent interpersonal skills particularly dealing teams different offices strong quantitative technical abilities excellent analytical ability including demonstrated knowledge valuation techniques practices strong verbal written communications skills ability work part team environment demands excellence time energy strong technical computational quantitative skills