Sarah Chen

you@email.com · (555) 234-5678 · New York, United States linkedin.com/in/repolish-ai

Investment Banking Analyst

Investment banking analyst with 4+ years of M&A and restructuring experience at a top-tier global bank. Executed 10+ transactions totaling $8B+ in aggregate value across cross-border M&A, leveraged buyouts, and debt restructuring mandates.

▸ Experience

Investment Banking Analyst @ Morgan Stanley

2022-07 – Present · New York

• Executed 7 M&A and restructuring transactions totaling $4.2B, including a $1.8B cross-border acquisition for a leading healthcare client.
• Built and maintained comprehensive financial models (DCF, LBO, merger model, sum-of-parts) for live deals and strategic advisory.
• Led due diligence workstreams coordinating with legal, tax, and regulatory advisors across 4 concurrent sell-side mandates.
• Prepared pitch books, board materials, and fairness opinions presented directly to C-suite and board-level clients.

Investment Banking Summer Analyst @ Credit Suisse

2021-06 – 2021-08 · New York

• Supported the execution of a $750M debt financing for a mid-market technology company, managing documentation and covenant tracking.
• Developed a comparable company screening model that identified 20+ potential acquisition targets for a private equity client.

▸ Education

B.S., Financial Economics

Columbia University · 2018-09 – 2022-06 · GPA: 3.9

▸ Skills

Core Skills: Financial Modeling · Deal Execution · Client Relationship · Negotiation Technical: Data Analysis · Presentation · Project Management

▸ Certifications

Series 79 & 63 Licensed (2022)

Languages

• Fluent in Mandarin Chinese and English

Volunteering

• Finance literacy mentor at Girls Who Invest (2023-present)

Athletics

• Varsity Tennis, Columbia University (2018-2022)