Sell side:

Sell-side (Investment Banking) helps companies/governments raise capital by selling securities to Buy-side (Asset Management)

A banks markets division, also known as its Treasury, is part of its wholesale banking business. It is a highly specialized area that seeks to meet institutional and corporate customers investment and risk coverage needs.

Underwriting:

Capital raising and underwriting groups work between investors and companies that want to raise money or go public via theIPO process. This function serves the primary market or new capital

Capital raising and underwriting groups work between investors and companies that want to raise money or go public via theIPO process. This function serves the primary market or new capital

Mergers & Acquisitions (M&A):

Advisory roles for both buyers and sellers of businesses, managing theM&A processstart to finish.

Sales & Trading:

Matching up buyers and sellers of securities in the secondary market.Sales and trading groupsin investment banking act as agents for clients and also can trade the firms own capital.

Equity Research:

Theequity research groupresearch, or coverage, of securities helps investors make investment decisions and supports trading of stocks.

Asset Management:

Managing investments for a wide range of investors includinginstitutionsand individuals, across a wide range of investment styles

Work activities:

Investment Banking Analysts are typically recent college graduates or individuals who may have some financial industry work experience, but who are new to investment banking.

Analysts (and later associates) generally split the grunt work of investment banking doing basic research and producing endless reports that are typically sent back down by vice presidents or directors for endless revisions. They are also responsible for putting together what are called pitch books .

An investment banking pitch book is pretty much what it sounds like; a book (i.e., lengthy report or presentation) designed to pitch the bank s services to new or existing clients. Pitch books are used by directors or managing directors as handy reference guides and visual aids when making sales pitches to clients.

For example, a pitch book for a proposed IPO basically attempts to lay out how the bank will help the company considering the IPO to realize more money than it could ever have imagined possible. To buttress the bank s argument, a pitch book will often recount how successfully it handled the IPO of a similar company. However, just to cover its bases and avoid unrealistic expectations, the pitch book will also present numerous scenarios of various possible outcomes for the IPO, courtesy of numerous projections run by analysts or associates.

An analyst s day is typically occupied with doing research and writing reports. Investment banking analysts usually become world-class experts at generating spreadsheets in Excel. They are also often responsible for handling their supervisors schedules and fielding phone calls from clients.

In addition, analysts also generate solid discounted cash flow (DCF) valuations of companies, arrange meetings with clients, price new offerings, and produce (with the help of analysts doing all the hard work) weekly newsletters.

Typical day in the life of an Investment Banking Analyst:

Each day in your life as an Investment Banking Analyst is different, but an average day might look like this:

9 AM 12 PM: Arrive at the office, update a status report on potential buyers in an M&A deal, send it out, and join an update call with the client s management team. The senior bankers do most of the talking, so you work on a pitch book for a different, potential deal in the background.

12 PM 3 PM: You join a few due diligence calls for another deal, where the potential buyer asks customers of the seller questions about why they use its products and services. You re just there to monitor the calls and make sure the potential buyer doesn t go too far with its questioning. After that, you run to Starbucks with a few Analysts for a quick break.

3 PM 5 PM: There s a huge incident as a traveling Managing Director requests briefing materials for an upcoming pitch ASAP, and you have to scramble around to find and send hundreds of pages of reading.

5 PM 7 PM: Your Associate comes over to review the Confidential Information Memorandum (CIM) for the client from this morning, and you start making his changes to the financial summary and market sections.

7 PM 10 PM: As one of the VPs is leaving the office, he decides that the team needs to re-do a pitch book for an upcoming initial public offering (IPO), and he wants to see the new draft by tomorrow morning.

You start coordinating with the Equity Capital Markets (ECM) team to get market updates and case studies.

10 PM 1 AM: The Associate signs off on the new qualitative slides in this draft of the pitch book, and he leaves the office. You continue to tweak the valuation and Excel-based parts.

1 AM 2 AM: Another Analyst at the office is having a major problem with a complicated Excel model not working, so you decide to stay another hour to help out, and then you go home.

Factors that create bad days include:

Multiple Live Deals: If you re on 3-4 deals that are all active at the same time, the workload is unpredictable, and you could get streams of requests throughout the day.

Big Upcoming Pitches: Since pitches have hard deadlines and bankers like to do unnecessary work, you could easily end up staying late or even pulling an all-nighter to finish a long and detailed pitch book.

Last-Minute Emergencies: For example, if a traveling MD suddenly needs information for a meeting taking place in 1-2 hours, be prepared to scramble.

There are no pre-requisite qualifications for the course. We will be sharing pre-program content and videos that you can go through to help you better prepare for the program.

Participants from varied backgrounds such as Commerce, Management, Statistics, Finance, Financial Markets and other related fields will do well in the program. We require our participants to have a Graduate degree with minimum 50% pass percentage.

This program is carefully designed and curated for anyone who wants to improve his/her understanding of Investment Banking and Global Markets and those who want to become an Investment Banking Analyst.

This course is aimed at those with a solid financial background who wish to explore the advanced aspects of Investment Banking and Global Markets, financial modelling and valuation methodologies, including:

I-banking work requires a lot of financial modelling, valuation and domain knowledge. Whether for underwriting or M&A activities or Global markets roles, Analysts and Associates at banks spend a lot of time in Excel, building financial models, understanding markets and using various valuation methods to advise their clients and complete deals.

Investment banking roles require the following skills:

Financial modeling Performing a wide range of financial modeling activities such as building 3-statement models, discounted cash flow (DCF) models, LBO models, and other types of financial models.

Business valuation Using a wide range of valuation methods such as comparable company analysis, precedent transactions, and DCF analysis. Pitchbooks and presentations Building pitchbooks and PPT presentations from scratch to pitch ideas to prospective clients and win new business.

Transaction documents Preparing documents such as a confidential information memorandum (CIM), investment teaser, term sheet, confidentiality agreement, building a data room, and much more.

Relationship management Working with existing clients to successfully close a deal and make sure clients are happy with the service being provided.

Sales and business development Constantly meeting with prospective clients to pitch them ideas, offer them support in their work, and provide value-added advice that will ultimately win new business.

Negotiation Being a major factor in the negotiation tactics between buyers and sellers in a transaction and helping clients maximize value creation.

Global Markets roles require the following skills:

Knowledge of Global Markets

Fundamental analysis and Accounting

Financial Modelling, Valuation and Excel skills

Report Writing skills

Global Markets analysts work for both buy-side and sell-side firms in the securities industry producing thematic and company specific research reports, projections, and recommendations surrounding companies and stocks.

Yes, this is an online program.

Apart from video lectures, we will be conducting live sessions to help you understand and practice key concepts in Investment Banking and Global Markets.

Online mode

The classes would be majorly delivered in an online mode.

Classroom intervention

However, there would be classroom interventions, in the middle and towards the end of the program where you will have an opportunity to learn first-hand from industry experts in Investment Banking and Global Markets.

Hosting of learning content on LMS

All training sessions would be recorded and hosted on our LMS. Thus, even if you miss a synchronous class, you can always access the recorded session and catch-up.

Teaching Hours

Besides, there will be additional 2 hours of Teaching Hours every week, where you will get an opportunity to get your doubts cleared and seek clarifications on domain concepts.

All training sessions would be recorded and hosted on our LMS. Thus, even if you miss a synchronous class, you can always access the recorded session and catch-up.

Certified Financial Analysis and Equity Research Analyst

You will learn advanced concepts related to Financial Analysis, Equity Research and Report Writing from an industry perspective.

Moody's Analytics Knowledge Services Research (India) Private Limited (MA Knowledge Services, a subsidiary of Moody's Corporation) are taking proactive steps to prepare competent professionals for skills required for investment banking and research in India. MAKS has been rebranded as Acuity Knowledge Partners in India.

Chartered Market Technicians (CMT) Level 1

CMT Level 1 is a global benchmark in Technical Analysis and Global Inter-market Analysis taken by analysts worldwide.

The CMT Associationis the leading provider of technical analysis education and networking centered around price behavior and market statistics.

Certificate Program on Advanced Treasury and Foreign Exchange Risk Management

You will learn advanced concepts on Risk and Treasury through the program.

The Indian Institute of Banking & Finance (IIBF), formerly known as The Indian Institute of Bankers (IIB), is a professional body of Banks, Financial Institutions, and their employees in India. It is a premier Institute for developing and nurturing competent professionals in banking and finance field.

CFA Institute Investment Foundations Program

The CFA Institute Investment Foundations Program covers the essentials of finance, ethics, and investment roles, providing a clear understanding of the global investment industry.

This online learning experience is designed for institutions, including regulators and universities who have staff or students who wish to enter, advance in, or understand the Investment industry.

Certificate In Investment Banking (CIIB)

The Certified in Investment Banking (CIIB) certification is a comprehensive global certification exam designed to assess a candidate's expert level understanding of investment banking skills.

The Association of International Wealth Management of India (AIWMI) primarily focuses on the broad and strategic role of developing a more robust System.

Peer networking

In addition to the training program, you will have ample opportunity to network with the peers in your cohort. Prior to coming to the program, you will have access to your cohort where you can meet and engage with your peers before, during, and after the program.

Industry networking

Throughout the program, you will be taught and mentored by Industry experts from the Investment Banking and Global Markets world and working/having worked with leading Investment banks, Brokerage firms, Consulting firms and Fund houses.

Alumni networking

Besides, after the program, you will be invited to join the Capital Markets Alumni group.

Placement Leads

We have networks with leading industry participants such as investment banks, commercial banks, brokerage firms, financial institutions and funds; and you can leverage that network for connecting with the industry and finding suitable opportunities in Investment Banking and Global Markets. Once you are trained and ready, we will help you with placement leads that can help you land your dream role in Investment Banking and Global Markets.

Having said that, its entirely your performance and skill-sets that will define your journey in landing your dream job. We cannot guarantee that you will get a job after completing the program. Obtaining a job is strictly based off one s own skill sets. Upon completion of the program, we will provide you with a certificate that you can print and/or add to your LinkedIn profile.

Networking opportunities

You will have great networking opportunities at the program. Our industry faculty work in the industry in leading positions and that will provide a great opportunity for you to network. Besides, EduEdgePro, through its vast industry network, will help you reach out to the leading financial firms for placements.