Certified Expert In Investment Banking Management

Introduction

“Investment banking” – The word holds so much weight, and due to good reasons too. For the people who work in this area, the field provides impeccable pay structure, incomparable growth and learning opportunities and innumerable benefits.

There are many aspirants for limited job opportunities. Hence it is only natural that aspirants want to pursue the right kind of education to land the best opportunities.

After attending this workshop, participants will be able to:

• Understand the mechanics and key stakeholders of the investment banking ecosystem
• Develop awareness of the organizational structure, hierarchy and business models of investment banks
• Gain insights on the deal-making process undertaken by investment banks, from pitch book to deal closing
• Understand the key approaches to business valuation and framework in financial modeling
• Acquire better problem solving, research methodologies, data acquisition and analytical skills for a successful career in investment banking
• Strong recognition for advancement to other academic qualification

Who should attend?

• Finance Executives and Professionals
• Fresh graduates and new entrants to the investment banking and corporate finance industry
• Professionals looking to transit to a career in corporate finance, investment banking
• Others who are working within accounts receivable process or who wish to develop a practical toolkit to complement their existing professional or technical skills

Training Methodology

Training course will utilize a variety of proven learning techniques to ensure maximum understanding, comprehension and retention of the information presented.

This training course is an interactive mixture of lecture, discussion, activities and practice on several management skills. It provides definitions, examples, discussion and activities designed to promote skill building with interaction and discussion among participants.

Course Outline

Introduction

• Overview of the investment banking ecosystem
• Investment banking landscape and the onset of technology in banking and businesses
• Organisational structure and hierarchy at investment banks; roles and responsibilities
• Business models of different investment banks

Skills and Pre-requisites

• Investment banking etiquette and communication skills
• Accounting knowledge: transiting from theory to the real world
• Nurturing business logic through problem-solving skills, research methodology, data acquisition and analytics

The Deal Making Process

• Pitching for the Deal
• Equity Deals
• M&A process

Business Valuation and Financial Modelling

• Role of business valuation in IB and CF
• Basic approaches to valuation: Cost, market and income
• Applying the replacement cost approach
• Building and applying a trading comparable sheet
• Free cash flow and discounted cash flow analysis
• WACC – a practical approach
• Concepts involving terminal value calculation
• Financial modelling: who uses it and why?
• Excel functions and PowerPoint: best practices tips and tricks

Interview Strategies

• Hiring process and pre-interview preparation
• Technical and qualitative questions
• Post interview: Best practices for follow up
• Salary negotiation and team culture
• Alternative routes to getting a job in IB/ CF

Quantitative Analysis

• Handling Your Data - Collecting and Managing Business Data
• Building Dashboard using Pivot Tables and Pivot Charts
• Decision making using What-If Analysis
• Understanding your Data - Descriptive Statistics
• Inferential Statistics
• Visualising your Data  - Building dashboard

Economics I

• Basics of economic analysis
• Sources of economic data
• Microeconomic data
• Macroeconomic data
• Economic forecasting methods
• Regression analysis in economics

Develop an understanding of basic management accounting concepts

• Analyse and interpret a set of financial statements
• Understand and apply cost-volume-profit-analysis
• Develop a practical understanding of Capital Investment Decisions

Other in depth coverage of topics under IB

• Principles of Banking & Finance
• Introduction to Securities & Investment (International)
• Combatting Financial Crime
• Global Financial Compliance