Ricardo M. Nifong
Investment Banking Summer Analyst, Industrial manufacturing
Columbus, OH · (614) 555 0112 · name@example.com · linkedin.com/in/ricardomnifong
Key Qualifications
EXPERIENCE
Ten week investment banking summer analyst program and two years in a student managed fund
INDUSTRIES
Industrial manufacturing, distribution, business services
SPECIALTIES
Three statement modeling, comparable company analysis, industry research, pitch page preparation
SYSTEMS
Capital IQ, FactSet, Bloomberg, Microsoft Excel, Microsoft PowerPoint
CREDENTIALS
Securities Industry Essentials examination passed, Bloomberg Market Concepts certificate
EDUCATION
Bachelor of science in finance, Ohio State University, expected 2026
Executive Summary
Finance senior at Ohio State University returning to a middle market investment bank after a ten week summer analyst program in the industrials group. Builds three statement models from filings, spreads comparable companies in Capital IQ and drafts pitch pages for review.
Signature Achievements
- Built a three statement model for a coverage company that the vice president used in a client pitch.
- Spread 24 comparable companies and kept the file current through two earnings weeks.
- Placed second of nineteen summer analysts in the final valuation case presentation.
- Completed a forty hour financial modeling course before the internship started.
Professional Experience
Investment Banking Summer Analyst
Buckeye Crossing Capital, Cleveland, OH Summer 2025
Ten week program supporting the industrials coverage team of nine bankers.
- Prepared comparable company analysis and precedent transaction pages under associate review.
- Researched industry data and summarized findings for team meetings.
- Formatted and proofread pitch books ahead of client meetings.
Analyst
Olentangy Student Investment Fund, Columbus, OH 2024 to present
Student managed equity fund of 1.2 million dollars.
- Cover four industrial companies and present recommendations to the fund committee.
- Maintain models and update them after each quarterly earnings release.
- Train first year members on spreading financial statements.
Licensure and Certification
Securities Industry Essentials examination, 2025
Bloomberg Market Concepts certificate, 2024
Education
Bachelor of Science in Finance, Ohio State University, expected 2026
Relevant coursework in corporate valuation, financial statement analysis and intermediate accounting
Core Skills
Financial modeling · Comparable company analysis · Financial statement spreading · Capital IQ · Microsoft Excel · Microsoft PowerPoint · Industry research · Attention to detail