Title: Imarticus Financial Analyst Program
1Investment Banking
2Investment Banking What is it?
INVESTMENT BANKING
COMMERCIAL/RETAIL BANK
CUSTOMERS INCLUDE INSTITITIONS, LARGE
CORPORATIONS, PUBLIC SECTOR ENTERPRISES and HNIs
INDIVIDUALS, and SMEs
DONT PROVIDE LOANS or TAKE DEPOSITS
TAKES DEPOSITS and EXTENDS LOANS
HAVE A FEW HUNDRED CORE CUSTOMERS OR LESS
HAVE MILLIONS OF CUSTOMERS
PROVIDE BESPOKE SERVICES
PROVIDE STANDARIZED SERVICES
DONT PROVIDE TRANSACTIONAL DAY-TO-DAY SERVICES
PROVIDE TRANSACTIONAL DAY TO DAY SERVICES
(CHECKINGS, SAVINGS, CREDIT, LOANS, INSURANCE)
PROVIDE STRATEGIC PRODUCTS/ADVICE TO
COMPANIES EX ADVISORY, MERGERS ACQUISITIONS,
SECURITIES AND DERIVATIVES
NO STRATEGIC ADVICE PROVIDED. STANDARD SUITE OF
SERVICES PROVIDED
INDICATIVE FIRMS JP Morgan, Morgan Stanley,
Nomura, Barclays, Goldman Sachs, Citibank, HSBC
and many others
INDICATIVE FIRMS ICICI Bank, HDFC Bank, Axis
Bank, Kotak Bank and many others
3Who are they What do they do?
4Investment Banking What is it?
Research
Investment Banking
Analysis and recommendation of stocks and
bonds Industry company coverage Cross selling
opportunity
Capital Raising Debt Equity Advisory Services
MA Restructuring Project Finance
Financial Operations
Finance and Treasury
Technology
Hedge Funds, Pension Funds, Asset Managers,
Insurance Companies, Corporate treasuries,
Sovereign Wealth Funds, Dealers, Individuals,
Corporations, Municipalities, Government
5Financial Analysis
FINANCIAL ANALYSIS
INVESTMENT BANKING
EQUITY CREDIT RESEARCH
Project Finance
PE/Venture Capital
Analysis of Stocks and markets worldwide Economic
, Strategy and Commodities Research Corporate
Debt
Project Structuring, Portfolio Monitoring and
Collections Risk Analysis Debt, Sub-Debt,
Quasi- Equity Funding, Equity Investments
Settlements Processing Transaction Reporting
Metrics Operational Risk
Fund Raising Valuation Modeling
Capital Raising Advisory Mergers and
Acquisitions Restructuring
FINANCIAL STATEMENT ANALYSIS
VALUATION AND MODELING
RESEARCH AND ANALYSIS
Private Confidential
6Investment Banking Core Products
Private Confidential
Source BCG
7CAREERS Opportunities
Careers In
Global Bulge Bracket and Boutique Investment Banks
PE Firms
Brokerage Firms
Domestic Banks
Offshore Entities
A career in Financial Analysis provides
participants with strong quantatative and
analytical skills, product knowledge, global
exposure, and multiple mobility options within
financial services
Private Confidential
8Get in touch with us at http//imarticus.org or
call us 91 22 40792314
Thank you