Time goes forward step by step on the annual ring, and a period of work has ended. Looking back on our past work, we have gained a lot. We should check, tidy up and write a work summary. How to write a work summary to attract more attention? The following is a sample essay on the annual work summary of investment banks collected by me for reference only. Welcome to reading.
Investment Bank's Annual Work Summary 1 The Investment Operation Department is responsible for selecting new industries, new projects and new enterprises that conform to the national industrial policies and have good development prospects for the Group, and conducting investment management on projects directly invested by the headquarters of the Group Company and 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 to find projects with investment value (including restructuring, mergers and acquisitions, etc. ) .20xx1-10 months, and recommended more than 40 valuable investment projects for the group. These projects cover national strategic emerging industries such as energy conservation and environmental protection, next-generation information technology, biology, high-end equipment manufacturing, new energy, new materials and new energy vehicles, as well as traditional industries with great investment value such as medicine and chemical industry, coal minerals and real estate finance.
2. Organize the investigation and demonstration of the project to be invested, evaluate the market value of the enterprise or project, and put forward the feasibility report of the investment enterprise or project. For more than ten investment projects that have been approved, the Investment Operation Department has extensively collected enterprise information and understood industrial policies through various channels, organized personnel to conduct financial and legal due diligence, and comprehensively evaluated the investment value and investment risk of enterprises.
3. Investment scheme design of the investment enterprise or project, including investment and financing mode, investment and financing scale, investment and financing structure, related costs and risk prediction, etc. According to the overall strategic development of the Group and the characteristics of the projects to be invested, the Investment Operation Department has designed two investment schemes for the projects to be invested.
4. Invest in the establishment, reporting and declaration of enterprises or projects, and organize investment in the name of relevant subjects according to the decision-making, work summary and plan of the group company. Up to now, tens of millions of yuan have been invested in related projects.
5. Deliver and manage the assets invested by the group company (hereinafter referred to as managed assets). Including assets and liabilities, profit and loss, cash flow and other financial conditions; Market development, production management and other operating conditions; Organizational structure, talent team, labor productivity and other management conditions. Deliver assets to the acquired enterprise and manage assets and personnel during the transition period.
6. Complete other tasks assigned by the leaders of the group company. Including industry research arranged by group leaders, and writing relevant investment reports.
In 20xx, the basic idea of the investment operation department is: pioneering and innovative, forge ahead. On the basis of this year's work, we will focus on the following tasks:
1. Continue to look for suitable investment projects;
2. Write an investment analysis report on the approved investment projects;
3. Conduct due diligence on the enterprise that decided to acquire;
4. Implement M&A and delivery of equity M&A projects with signed investment agreements;
5. Manage the assets of the invested enterprise;
6. Select short-term investment products suitable for the characteristics of the Group;
7. Initiate the establishment of an industrial development fund.
Annual work summary of investment bank. First, pay attention to work planning.
Strive to enhance the planning, pertinence and predictability of departmental work, avoid randomness and blindness, and effectively ensure the implementation of all work. At the beginning of each month, the Ministry will hold a ministerial meeting to check and summarize the completion of last month's work plan, arrange and deploy this month's work plan, and ensure that the work of this department is arranged, checked, adjusted and implemented. At the same time, according to the requirements of employees' job responsibilities, the tasks are decomposed layer by layer, refined and quantified, so that the tasks reach people and the work leaves no dead ends, which effectively guarantees the orderly operation of the department's work.
Second, highlight the key points and grasp the key points.
According to the characteristics of heavy work and large business span of the department, in order to ensure the progress and quality of the work, when arranging the work, we should closely focus on the company's business objectives and tasks, pay attention to the light, the heavy, the slow and the urgent, focus on the overall situation, focus on the key points, and strive to be realistic and effective; For key work, important matters, major projects and special matters, strengthen leadership, concentrate on speeding up the handling, and take corresponding measures to ensure that there is no delay and the work of the department is not chaotic.
Third, pay attention to quality and practical results.
Highlight the word "strict" in the quality and requirements of work. To improve the quality of work, we must be strict in work arrangement, management and control, and strive to improve the overall level of writing and handling affairs. Firmly establish the concept of Excellence, overcome the idea of "muddling along", carefully organize and arrange, and strive to improve the quality and efficiency of work. In terms of work arrangement, we should not only creatively carry out our work in combination with the actual work of our department, but also establish the overall concept, carry out the company's decision-making and deployment to the letter, and ensure the realization of the company's business objectives and work objectives.
Fourth, strengthen the construction of work style
Whether the work can be carried out smoothly and the expected effect can be achieved depends on the excellent work style. We regard 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 normatively. At the same time, we should proceed from being conducive to work, persist in seeking truth from facts, achieve the 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 with high efficiency and hard work style.
Summary of Investment Bank's Annual Work Since it officially joined the work in 3 20xx, it has been engaged in the sales management of clothing, finance and air travel. Over the years, the customers who have contacted the service have always been the owners of medium and high-end small and medium-sized enterprises and the management of the company. They have always adhered to the principle of successful people who study books, society and science, paid attention to the practical study and precipitation of enterprise management and marketing, and constantly improved and strengthened their comprehensive quality and professional level. In April of 20xx, I left Wenzhou for seven years and returned to Zhengzhou to start a business. Later, due to insufficient preparation, the result ended in a painful failure. The frustration caused by falling down at the beginning of starting a business is enormous.
The first step in starting a business in Zhengzhou is stumbling, and many years of savings are wiped out. The pressure of reality forced me to be helpless and confused. Since June last year 165438+ 10, we have been attending various gathering activities to seek teachers and friends, taking part in systematic professional entrepreneurship training, and also cooperating with friends to organize cultural media and training consulting companies. Due to the serious shortage of its own strength and resources, the real dilemma is even worse. I was faced with two choices at that time. First, continue to look for jobs that you are good at. Although the immediate problem can be solved, my inner anxiety and uneasiness will only intensify and make me 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 the new transformation. Later, I realized that financing channels and fund management played a very important role and position in the whole entrepreneurial management process, so I made up my mind to invest in the field of investment and financing.
First, at the end of April, formulate a plan for the rebirth of young eagles.
1 The resource accumulation period (20xx May1-August 3 1) is four months.
Based on the resources and advantages of enterprise management consulting and training and community organizations, we focus on developing small and medium-sized enterprises and personal financing business. The task is to accumulate customer resources with the goal of becoming the sales champion of the company. Remember this adage: self-denial and patience have reached their peak.
2. Advanced professional knowledge (September 20xx1-165438+1October 30th) for three months.
Obtained the certificate of national second-class financial planner and correspondence training for guarantee managers, with emphasis on guarantee department, risk control department and legal department. The task is to learn professional knowledge, and the goal is versatile and independent. Remember the motto: study hard with a lamp and communicate with the industry.
3 Self-perception and refinement (20xx year 65438+February 65438+February 28th 0-20xx) for three months.
I refined and summarized my understanding of the business of various functional departments in the investment guarantee industry, and then visited experts in the same industry for consultation. The task is to dig deep into advantages and potentials and visit masters and experts. The goal is to stand at a new height and cooperate with the company leaders to vigorously implement the established goals and plans. Remember the motto: ask your heart sincerely and become a Buddha.
Second, the implementation process of the Eagle's rebirth plan
20xx entered Henan Guanyu Investment Guarantee Co., Ltd. on March 27th, and served as assistant general manager (general manager), mainly responsible for administration and human resources, and doing part-time planning and sales. Then I started my own blog on Sina. Com, focusing on the shaping and promotion of its own word-of-mouth brand. At the beginning of his employment, he began to cooperate with the chairman to plan and prepare the financing and financial management exchange meeting of Anhui Chamber of Commerce in Henan Province, presided over 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 target management and training system design, etc.). ). Later, due to disagreement with the top management during the industry rectification period (there was no hope to get the registration certificate and business license at that time, and the direction of transformation was unknown), I came to Henan Zhongfu Investment Guarantee Co., Ltd., which mainly engaged in bank insurance business, and Zhongfu Investment Guarantee's main business was bancassurance business. Relying on Henan Garment Industry Association, the shareholders are famous garment enterprises in Henan, such as Meng, Yalida, Dusen and Ruoyu. The reputation and business style of Henan guarantee industry are widely praised in the industry. I am very grateful to the leaders and colleagues of Zhongfu Guarantee. Through more than half a year's hard work and study, I have a clearer and far-reaching understanding of the guarantee industry. Because the current situation of the whole guarantee industry is not optimistic this year, the company's strategic focus is on the preparation, packaging, reorganization and listing of Henan Hehe Textile and Clothing Enterprise Company, and the guarantee business is too conservative and passive. The business of all employees is really unsatisfactory, but I admire the professional ethics and business philosophy of the company's decision-making level.
Third, reflect and summarize the implementation of the plan.
The subjective and objective reasons for the poor implementation of the plan in April are as follows:
1 lack of funds, men have no money and no courage. I can't let go of interpersonal communication, and I'm a little timid, unlike myself before. (mental shackles)
2 I can't let go of my psychological burden, I'm impetuous, and I can't sink my heart (entrepreneurial failure-poverty for half a year-raising and educating two sons)
3 improper management of mentality, afraid to express ideas or improper expression in the new company.
Without the support from above and below, it is difficult to sing with one hand (body shackles)
Lack of self-ability and no complementary person.
Investment Bank Annual Work Summary 4 (1) Controlling Risks
According to the working requirements of the group company to "tighten the purse strings" and "live a tight life", on the basis of summing up the management experience of investment projects in recent years, the investment department gave full play to the professional advantages of personnel, greatly advanced the investment review and preparation work, and assisted enterprises to do a good job in pre-project research, strictly control risks and make prudent decisions. The total investment has been decreasing year by year since 20xx, and the pace of investment has obviously slowed down.
In 20xx, the Investment Department studied and reviewed all domestic and overseas investment projects of funded enterprises 17, of which 1 was approved, 2 were put on record, and 1 was suggested to be suspended, and 13 were given work suggestions and replies.
(2) Managing investment
In 20xx, faced with the complicated and severe situation, the investment department started with the construction of management and control system, the management of projects under construction and the final accounts of projects put into production, and managed the investment scientifically and reasonably.
1. Construction of control system
In recent years, the types and management modes of construction projects invested by enterprises have shown a diversified trend, and group companies have been lacking unified systems and standards in the management of fixed assets construction projects. In order to effectively prevent and control investment risks, ensure project quality and promote the smooth implementation of project construction, the Ministry of Investment, on the basis of earnestly summing up the management experience of key construction projects at home and abroad in recent years, formulated the Management Measures for Fixed Assets Investment Construction Projects of China Nonferrous Mining Group Co., Ltd. (hereinafter referred to as the "Measures") in 20xx. After preparation, drafting, soliciting opinions, sorting out and improving, the Measures have been reviewed and adopted at this meeting. The "Measures" clarify the management responsibilities of the group company, the directly superior competent unit of the project and the construction unit in the construction project management system; Clarify the management points and contents of each responsible subject in each stage of construction project preparation and construction implementation; In particular, the project completion final accounts, final accounts audit, acceptance and post-evaluation which are highly concerned by funded enterprises are expounded in detail. The implementation of the "Measures" will further improve the construction of the investment control system of the group company, and also meet the requirements of SASAC for the evaluation and assessment of the internal control of the group company.
2. Project management in construction
The investment department gives full play to the functions of coordination, supervision and guidance, tracks the project construction through the monthly report system of key projects, finds problems in time, coordinates and urges all parties involved in the construction to solve them together, and understands the situation on the spot when the project construction enters the key node goal, and strengthens the coordination of key projects and major issues.
3. Final accounts of production projects
In 20xx, the group company entered the stage of final accounts of fixed assets investment projects *** 18, and five of them completed final accounts and audits; 5. Complete the project of preparing internal final accounts report; Eight projects have begun to settle accounts.
(3) Looking for resources
In 20xx, the Investment Department carefully analyzed the current development trend of mining industry, and solidly promoted resource development with the attitude of "actively seeking, seriously studying and cautiously intervening".
1. actively seek
In order to fully understand the current industry trends and information in time, the investment department insists on the combination of "going out" and "please come in" to capture potential investment opportunities.
"Go out". In 20xx, the Investment Department went to three regions to conduct field visits and management discussions on seven projects. At the same time, he participated in more than ten industry conferences such as China-Canada Mining Forum. Please come in. In 20xx, the Investment Department received visiting teams from more than ten foreign mining companies, well-known investment banks and law firms.
study sth in detail
In 20xx, the Investment Department studied more than 50 new resource projects, including 20 in-depth studies, signed a confidentiality agreement to study the project database 1 1, constructed 7 valuation models, and conducted on-site due diligence for 7 times. On the basis of doing a good job in opportunity research, the project research report 1 1 was formed, which provided a reliable basis for the investment decision of the group company and the invested enterprises.
Careful intervention
In 20xx, in view of the continuous downturn in the mining market, on the basis of careful study, the Investment Department carried out the unconstrained bidding for 1 project in line with the current development of the group company with the attitude of "actively participating in the bidding in the early stage and cautiously intervening in the bidding in the later stage".
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