HTML Preview Investment Banking Operations Resume page number 1.
KACY T. RAMSEY
Address • City, ST XXXXX • Home: (555) 555-5555 • Cell: (888) 888-8888 • kacy@xxxx.com
CAREER TARGET: INVESTMENT BANKING EXECUTIVE
Well qualified to leverage extensive industry knowledge, skills, and experience in transaction-
oriented position within structured finance and/or investment banking environments. Offer broad
organizational perspective and results-driven approach to activities and projects.
More than 17 years of experience within the banking industry, with focus on international banking.
Extensive knowledge of complex financial structures and products within debt and capital markets.
Strong quantitative and analytical skill sets. Establish and maintain effective relationships with direct
reports, senior management, and professional consultants. In-depth background in evaluating highly
detailed transaction documents and agreements. MBA degree from Xxxxxxx Business School.
Core Knowledge & Skill Areas:
Structured Financial Transactions
Advanced Corporate Finance
International Banking & Business
Cross-Functional Team Leadership
Asset Management
Equity & Credit Derivatives
Loan Workouts & Foreclosures
Bankruptcy Workouts
Mergers & Acquisitions
Tax Exposure/Risk Management
Private Placement Memorandums
Offering Memorandum
PROFESSIONAL EXPERIENCE
XXXXXXXX INVESTMENT BANK, City, XX, 19XX– Present
Director/Tax Manager (20XX – Present) Vice President II (20XX – 20XX)
Vice President I (19XX – 20XX) Assistant Vice President (19XX – 19XX)
Earned fast-track promotions through increasingly responsible executive positions. Currently oversee Tax
Department within Financial Division of company’s U.S. operations, as well as subsidiaries in Latin
America, Canada, and the U.S., managing team of 6 and reporting to managing/tax director for North and
South Americas. Provide tax and financial structuring recommendations for bank’s investments in capital
markets transactions, private equity/real estate funds, and commercial banking transactions.
Value Offering: Played key role in driving and shaping critical strategies and processes during
pivotal times and through multiple changes in leadership. Facilitated $200 million reduction in
total liabilities on 2 separate projects. Participated in new business initiatives and helped
organization increase its capacity to launch new financial products.
Selected Accomplishments:
Latin America Reorganization
Context/Challenge: Reorganized and scaled back Xxxxx’x business operations, including sale of
banking operations in Latin America following bankruptcy workout. Coordinated tax-efficient
reorganization while preserving extensive Latin American client network.
Actions: Spearheaded cross-disciplinary efforts within Latin America bank, as well as with local tax
counsel in Argentina, Brazil, Chile, Mexico, and Venezuela. Quantified and presented potential
financial and tax results for each proposed solution to senior management.
Results: Maintained Latin American client network for company, achieving goals with minimal tax
consequences by implementing representative offices and small service companies.
Xxxxxx/Xxxxxx Merger
Context/Challenge: Played key role in creating much-needed synergies by merging corporate and
investment banking operations/assets prior to acquisition of Xxxxxx. Headed efforts that identified
most tax-efficient manner for merger initiative.
Actions: Coordinated efforts with French tax colleagues to ensure compatibility of U.S. with French
tax solutions. Led efforts of law and accounting firms in developing solution. Created financial
models for various merger scenarios and presented to upper management in France and U.S.
Results: Helped achieve tax-free merger that saved company $125 million in U.S. liabilities.
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