Investment Bank Annual Work Summary

Sample essay on annual work summary of investment bank

Time moves forward step by step on the annual rings. The work for a period of time has ended. Looking back on the work during this period of time, we have gained a lot. We must Do a good job of reviewing and sorting out, and writing a good work summary. How to write a work summary to be more eye-catching? The following is a collection of annual work summary examples for investment banks that I have collected and compiled. They are for reference only and everyone is welcome to read them.

Investment Bank Annual Work Summary 1

The Investment Operations Department is responsible for selecting new industries, new projects, and new enterprises for the group that are in line with national industrial policies and have good development prospects, and provide guidance to the group company headquarters Investment management of direct investment projects, as well as operation management of related business activities. In 20xx, with the support of the group leaders and the close cooperation of the relevant departments of the group, we mainly did the following work:

1. Collect all kinds of information and look for projects with investment value (including reorganization, mergers and acquisitions) and acquisitions, etc.). From January to October 20xx, a total of more than 40 valuable investment projects were recommended to the group. These projects cover national strategic emerging industries such as energy conservation and environmental protection, new generation information technology, biology, high-end equipment manufacturing, new energy, new materials and new energy vehicles, as well as pharmaceutical and chemical industry, coal mining, real estate and finance, etc. with great investment value. traditional industries.

2. Organize research and demonstration on proposed investment projects, evaluate the market value of the enterprise or project, and propose a feasibility report on the investment enterprise or project. For more than ten investment projects that have been approved, the Investment Operation Department has used various channels to extensively collect corporate information, understand industrial policies, organize personnel to conduct financial and legal due diligence, and comprehensively evaluate the investment value and investment risks of the enterprise.

3. Investment plan design for investment enterprises or projects, including investment and financing methods, investment and financing scale, investment and financing structure, and prediction of related costs and risks, etc. Based on the group's overall strategic development ideas and the characteristics of the proposed investment projects, the Investment Operations Department has designed investment plans for the two projects to be invested.

4. The investment operations department shall organize the investment in the name of the relevant entities according to the group company’s decision-making, work summary and planning regarding the project establishment, construction application and reporting of investment enterprises or projects. So far, tens of millions of yuan have been invested in related projects.

5. Deliver and manage the assets formed by the group company’s investment (hereinafter referred to as managed assets). Including financial status such as assets and liabilities, profit and loss, and cash flow; operating status such as market development and production management; management status such as organizational structure, talent team, and labor productivity. Deliver assets of acquired companies and manage assets and personnel during the transition period.

6. Complete other tasks assigned by the leaders of the group company. Including industrial research work arranged by group leaders, writing of relevant investment reports, etc.

In 20xx, the basic idea of ????the Investment and Operation Department is: pioneering, innovating, and forging ahead. Based on this year's work, we will focus on the following work:

1. Continue to search for suitable investment projects;

2. Write investment analysis reports for approved investment projects;

3. Conduct due diligence on the enterprise that has been decided to acquire;

4. Implement mergers and acquisitions and delivery of equity acquisition projects that have signed investment agreements;

5 .Carry out asset management for invested enterprises;

6. Select short-term investment products that suit the characteristics of the group;

7. Initiate the establishment of industrial development funds. Investment Bank Annual Work Summary 2

1. Pay attention to work planning

Efforts have been made to enhance the planning, pertinence and forward-looking nature of department work, avoid randomness and blindness, and effectively ensure All work has been implemented. The department holds a ministry meeting at the beginning of each month to inspect and summarize the completion of the previous month's work plan, and to arrange and deploy this month's work plan. The department's work is arranged, inspected, and adjusted. , implemented.

At the same time, according to the requirements of employees' job responsibilities, work tasks are decomposed layer by layer, detailed and quantified, so that tasks are assigned to people, no dead ends are left in the work, and the orderly operation of the department's work is effectively ensured.

2. Highlight the key points and seize the key

According to the situation that the department’s work is relatively heavy and the business span is large, in order to ensure the progress and quality of the work, when arranging the work, we pay close attention to Focus closely on the company's business goals and work tasks, grasp the light, heavy, slow and urgent aspects of the work, focus on the overall situation, grasp the key points, and strive to grasp the real results and achieve practical results; focus on key tasks, important matters, major projects and special events For special matters, we strengthen leadership, concentrate our efforts, speed up the processing, and take corresponding measures to ensure that there is no delay, and the departmental work achieves a stable thinking and a stable position.

3. Focus on quality and practical results

Highlight the word "strict" in terms of work quality and requirements. To improve the quality of work, we must have strict requirements, strict management, and strict control on work arrangements, and strive to improve the overall level of writing and handling affairs. Firmly establish the concept of excellence, overcome the idea of ??"getting by", organize and arrange carefully, and strive to improve work quality and efficiency. In terms of work arrangements, we must not only carry out work creatively based on the actual work of the department, but also establish an overall concept and implement the company's decisions and deployments to the letter to ensure the implementation of the company's business goals and work goals.

4. Strengthen work style construction

Whether the work is carried out smoothly and whether the expected results can be achieved depends crucially on a strong work style. We take standardized management as the basic requirement of our work and require all employees to operate every little thing and every specific work seriously, rigorously and standardizedly. At the same time, we must proceed from the perspective of what is beneficial to the work, insist on seeking truth from facts, achieve an organic unity of principle and flexibility, strive to prevent and overcome formalism and bureaucracy, persist in doing practical things and stressing practical results, and strive to build a team of highly efficient and hard-working people. Team. Investment Banking Annual Work Summary 3

Since I officially started working in 20xx, I have been engaged in sales management of clothing, finance, and aviation tourism. Over the years, the customer base I have been exposed to has always been relatively mid-to-high-end small and medium-sized enterprises. The owners and company management always adhere to the principle of learning from books, learning from society, and learning from outstanding successful people, and take practical learning and accumulation of business management and marketing as the core to continuously improve and strengthen their comprehensive quality and professional level. In April 20xx, I left Wenzhou after seven years of working life and returned to Zhengzhou to start a business. However, due to insufficient preparation in the early stage, it ended in a tragic failure. The frustration I suffered when I started my business was huge.

The first step I took when I returned to Zhengzhou to start a business was a mistake, and my many years of savings were wiped out. The pressure of reality has made me miserable and helpless, and I have also been confused. Since November last year, I have been continuously participating in various gatherings to seek mentors and friends, and participating in systematic and professional entrepreneurial training. I have also cooperated with friends to organize cultural media and training consulting companies. Due to my serious lack of strength and resources, the current dilemma is still there. Adding insult to injury. At that time, I was faced with two choices. One was to continue to find a job that I was good at. Although the current problem could be solved, the inner uneasiness and anxiety would only intensify, making myself more miserable. The second is to reposition and plan yourself, choose and find a path that suits your long-term and short-term development, and complete a new transformation. Later, I realized that financing channels and fund management play a very important role and position in the entire entrepreneurial management process, so I made up my mind to invest in the field of investment and financing.

1. Formulate the Eagle’s Rebirth Plan at the end of April

1 Resource accumulation period (May 1st - August 31st, 20xx) four months

Based on enterprise management consulting and training, community organization resources and advantages, focusing on the development and development of small and medium-sized enterprises and personal financing and financial management business, the task is to accumulate customer resources, and the goal is to become the company's sales champion.

Remember the motto: The peak state of self-denial and endurance

2 Professional knowledge further study (September 1st - November 30th, 20xx) Three months

Obtained the national second-level financial planner Correspondence training for certificate and guarantee managers focuses on the guarantee department, risk control department, and legal department. The task is to learn professional knowledge. The goal is to be multi-talented and independent. Keep in mind the motto: study hard and communicate in the industry

3 Refining your own insights (December 1, 20xx - February 28, 20xx) for three months

My own understanding of investment Refining and summarizing the business insights of various functional departments in the guarantee industry and then visiting experts in the industry for advice. The task is to carefully explore the advantages and potentials and visit the experts. The goal is to stand at a new height and cooperate with the company leaders to vigorously implement and promote their own goals. Set goals and plans. Remember the motto: If you ask your heart sincerely, the monks and Buddhas will change.

2. The implementation process of the Eagle’s Rebirth Plan

I entered Henan Guanyu Investment Guarantee Co., Ltd. as Assistant General Manager (General Manager) on March 27, 20xx , mainly responsible for administration, human resources, and part-time planning and sales. Later, he opened his own blog on Sina.com, focusing on building and promoting his own reputation brand. When I first joined the company, I began to cooperate with the chairman in the planning and preparation of the Henan Anhui Chamber of Commerce's financing and financial management exchange meeting, hosted the company's first quarter work summary meeting, and participated in the design of the company's internal management framework (corporate culture and strategic planning, employee goal management and training system design, etc.). Later, due to disagreements with senior management during the industry rectification period (at that time, there was no hope of obtaining the registration certificate and business license, and the direction of transformation was unclear), he came to Henan Zhongshan, which mainly focuses on bancassurance business, more than a month later. SERVICE INVESTMENT GUARANTEE LIMITED. The main business of China Service Investment Investment Guarantee is bancassurance business. It relies on the Henan Garment Industry Association. Its shareholders are Mengshuya, Yalida, Dusen, Ruoyu and other well-known garment enterprises in Henan. It has a good reputation in the guarantee industry in Henan. and business style are well received in the industry. I am very grateful to the leaders and colleagues of China Service Guarantee. After more than half a year of hard work and study, I have a clearer and more profound understanding of the guarantee industry. Since the current situation of the entire guarantee industry this year is not optimistic, the company's strategic focus is on the preparation, packaging, reorganization and listing of Henan Hehe Textile and Garment Enterprise Company, and the guarantee business operation is too conservative and passive. The business performance of all employees is indeed not ideal, but the professional ethics and business philosophy of the company's decision-makers make me admire them very much.

3. Reflection and summary of plan implementation

The subjective and objective reasons for the poor implementation of the plan formulated in April are as follows:

1 Insufficient funds, men have no money Then there is no courage. I can't let go of interpersonal communication, I'm a little bit shy, and I'm not like my old self. (Spiritual shackles)

2 Unable to let go of the psychological burden, impetuous mood, unable to calm down (failed to start a business--continued to struggle for half a year--raising and educating two sons)

3 Improper mentality management, dare not express ideas or express inappropriately in new company

4 No support from above, no support from below, unable to sing alone (body shackles)

5 Insufficient self-ability, I haven't found anyone who can complement me. Investment Bank Annual Work Summary 4

(1) Risk Control

In accordance with the group company’s work requirements of “keeping the purse strings tight” and “living tight lives”, the Investment Department has summarized the work in recent years On the basis of investment project management experience, we give full play to the professional advantages of our personnel, move the investment review and preparation work forward significantly, and assist enterprises to conduct preliminary research on projects, strictly control risks, and make prudent decisions. The total investment has declined year by year since 20xx, and the investment pace has slowed down significantly.

In 20xx, the Ministry of Investment studied and reviewed 17 domestic and foreign investment projects of various investment enterprises, of which 1 was reviewed and approved, 2 were filed, and 1 was recommended to be postponed, and work suggestions and responses were given of 13.

(2) Investment Management

In 20xx, faced with the complex and severe situation, the Investment Department started from three aspects: "management system construction, project management under construction, and final accounts of projects put into production". Carry out investment management work scientifically and rationally.

1. Construction of management and control system

In recent years, the types and management models of construction projects of funded enterprises have shown a trend of diversification. Group companies have been lacking in fixed asset construction project management work. Unified system standards, in order to effectively prevent and control investment risks, ensure project quality, and promote the smooth implementation of project construction, the Ministry of Investment carried out the "China Nonferrous Metals" in 20xx on the basis of carefully summarizing the management experience of key construction projects at home and abroad in recent years. The formulation of the Measures for the Management of Fixed Asset Investment and Construction Projects of Mining Group Co., Ltd. (hereinafter referred to as the "Measures"). After preparation, drafting, opinion collection, and improvement, the "Measures" have been reviewed and approved at the meeting. The "Measures" clarifies the management responsibilities of the group company, the project's direct superior authority and the construction unit in the construction project management system; clarifies the management points and content of each responsible body in the various stages of construction project preparation, construction implementation, etc.; especially A relatively detailed explanation was given on the project completion accounts, final accounts audit, acceptance, and post-evaluation, which are of great concern to the investing enterprises. The implementation of the "Measures" will further improve the construction of the investment management and control system of group companies, and also meet the requirements of the State-owned Assets Supervision and Administration Commission for the internal control evaluation and assessment of group companies.

2. Management of projects under construction

The Investment Department gives full play to its coordination, supervision and guidance functions, tracks project construction status through the key project monthly report system, discovers problems in a timely manner, coordinates and supervises participation All parties involved in the project should work together to solve the problem, and when the project construction reaches the key node target, go deep into the site to understand the situation, and increase the coordination of key projects and major matters.

3. Final accounts of projects put into operation

In 20xx, the Group Company entered ***18 fixed asset investment projects into the final accounts stage, of which 5 projects completed the final accounts and audit work ; 5 projects have completed the preparation of internal completion and final accounts reports; 8 projects have started the completion and final accounts work.

(3) Searching for resources

In 20xx, the Investment Department carefully analyzed the current mining development trend, and based on the attitude of “active search, detailed research, and prudent intervention”, solidly promoted resources development work.

1. Actively search for

In order to understand the current industry trends and information in a timely and comprehensive manner, the Investment Department adheres to the combination of "going out" and "inviting in" to capture potential investment opportunities .

"Go out". In 20xx, the Investment Department went to 3 regions to conduct on-site inspections and management negotiations on 7 projects. At the same time, he participated in more than ten various industry conferences such as the China-Canada Mining Forum. "Please come in". In 20xx, the Investment Department received more than ten visiting teams from foreign mining companies, well-known investment banking law firms, etc.

2. Detailed research

In 20xx, the Investment Department researched more than 50 new resource projects, including 20 in-depth research, signed confidentiality agreements and entered the project database to study 11, and built models for 7 valuations and 7 on-site due diligence investigations. Based on careful and meticulous opportunity research work, 11 project research reports were formed, providing a reliable basis for the investment decisions of the group company and investing enterprises.

3. Intervene with caution

In 20xx, in view of the continued downturn in the mining market, the Investment Department, based on careful research, conducted projects that were in line with the current development reality of the group company. With the attitude of "actively participating in early quotations and cautiously intervening in later stages of bidding", we carried out non-binding quotation work for a project;