Executive Assistant | Investment Banking

Daniel Carver

Professional Summary

Detail-oriented Executive Assistant with 8 years of experience supporting senior partners in investment banking and private equity. Skilled in managing high-volume scheduling, confidential transactions, and investor communications under extreme time constraints.

Work Experience

Executive Assistant to Managing Director at Oakview Capital Partners

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Manage day-to-day operations and schedules for 2 MDs and 1 VP in M&A. Coordinate travel for multi-country due diligence meetings and investor roadshows. Prepare deal summary binders, NDAs, and IPO documentation. Liaise with legal and finance teams to ensure timely material delivery.

Executive Assistant at Merrill Lynch

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Supported a team of 3 directors across equity research and client services. Handled time-sensitive earnings calls logistics, notes, and data requests. Coordinated training schedules and firm-wide compliance reporting.

Education

BA in Finance

Baruch College

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Skills

Certifications

FINRA Series 99 (Operations Professional)

Certified Meeting Planner (CMP)

Score
75/100
Header
80/100
Skills
20/100
Work Experience
72/100
Education
65/100
Projects
70/100
Certifications
75/100
Profile
78/100
Populate the skills section with relevant hard and soft skills and industry-specific tools to improve ATS parsing.
Enhance work experience descriptions with bullet points and quantifiable achievements to increase recruiter appeal.
Add more detailed education information including dates and relevant coursework or honors.
Complete header contact details with full LinkedIn URL and location specifics for better ATS detection.
Include employment types and precise employment dates for clearer career timeline.
Strong experience supporting senior executives in high-pressure investment banking environments.
Proven ability to manage complex scheduling, travel, and confidential documentation.
Relevant certifications (FINRA Series 99, CMP) that align with industry and role requirements.
Initiative demonstrated through impactful projects improving operational efficiency.

Header

80%
Header includes essential contact information and a clear professional headline, which is good for ATS and recruiters.
Add a full mailing address or at least a ZIP code to improve location specificity for ATS geo-filters.
Include a professional email domain if possible and ensure LinkedIn URL is complete with https:// for ATS parsing.

Skills

20%
Skills section is empty; add relevant hard skills (e.g., Microsoft Office, financial software), soft skills, and tools.
Include keywords such as 'calendar management', 'confidential document handling', and 'investor communications' for ATS.
A well-structured skills section improves both ATS ranking and recruiter scanning speed.
Consider categorizing skills (Technical, Interpersonal, Tools) for clarity.

Work Experience

72%
Job descriptions clearly outline responsibilities and tasks relevant to investment banking support roles.
Add quantifiable achievements or metrics (e.g., 'coordinated travel for 20+ international meetings') to demonstrate impact.
Use consistent bullet points for readability and ATS parsing rather than paragraph style descriptions.
Include employment type and exact months/dates to improve timeline clarity.

Education

65%
Education section includes degree and institution but lacks dates and honors which could enhance credibility.
Include graduation month/year and any relevant coursework or academic achievements related to finance.
Add formatting consistency, e.g., degree abbreviations and field of study capitalization.

Projects

70%
Projects demonstrate initiative and measurable improvements, which is positive for showcasing impact.
Add dates and more context about project scope and tools used to strengthen this section.
Use bullet points and quantify results when possible (e.g., 'improved efficiency by 30%').

Certifications

75%
Certifications relevant to finance and event planning are included, supporting domain expertise.
Add issuing authorities and credential IDs if applicable to increase credibility.
Include expiration dates or status if certifications require renewal.

Profile

78%
Summary is concise and highlights relevant experience and skills, supporting ATS keyword matching.
Consider adding quantifiable achievements or metrics in the summary to demonstrate impact more clearly.
Add a few targeted profile highlights or core competencies (e.g., 'M&A support', 'Investor relations') to boost keyword density.