Certificate in Investment Banking & Equity Research

How Investment Banking Is Different From Financial Modeling:

• Though financial modeling is an integral part of Investment banking, but having knowledge of pitch books is equally important.  Financial models, pitch books, industry research,reporting writing etc. are the tools that Investment bankers used to get the deals (M&A, fund raising, restructuring, etc.) done. 
• This course will train you on all aspects of investment banking analysis be it quantitative (financial statement analysis, ratio analysis, DCF models, M&A models, etc.) or qualitative (industry research, pitch books, report writing,case studies, company profiles, etc.)

Key Features:

• Exposure to Investment Banking
  • Get insights into the functioning of the Investment Banking industry & meet industry professionals & get insights on the know-how of the job.
• 100% Real Life Examples
  • Practical curriculum designed by industry professionals including case studies & live examples making for a comprehensive learning experience.
• Mock Interview & Soft Skills Training
  • Our training goes far beyond just technical expertise as we help our students with soft skills training & mock interviews to make them completely ready for their future jobs.
• Industry Accepted Certificate
  • A certificate of merit is issued to all students on course completion along with special recognition to the top-performing students of every batch.
• 100% Placement Support
  • We have dedicated placement support individuals on our team who will help fix your interviews to get you 1 step closer to your dream job.
• Personal Attention
  • Each student gets personalized attention from our faculty to ensure maximum learning for everyone & maintain strong student engagement within every batch.

Role Of An Investment Banker:

• Investment bankers are responsible for a wide range of duties including raising capital, providing advisory services for mergers and acquisitions (M&A) and other corporate transactions, completing valuation work, and marketing the value of the banks’ expertise to client companies.
• As the role of an IB Analyst involves performing most of the analytical analysis required for corporate transactions, their work generally entails quite a lot of presentations and models, which have been briefly explained below:
• Presentations, known as Pitch Books in the IB world, are simply the marketing document used by bankers for their client meetings. Around 50-60 pages long (or even more!), the pitch books contain data on the investment bank’s credentials, industry landscape, company profiles & valuation, sector transactions, advisory recommendations, etc.
• Financial Modelling involves (but is not limited to!) Discounted Cash Flow (DCF) analysis, Relative Valuation analysis (Comparable Companies analysis and Precedent Transactions analysis), M&A and Accretion/Dilution models, LBO models, Football field analysis, etc.
• IB Analysts and Associates typically spend a lot of time in creating and analyzing the alternatives for their client: by creating models and then by presenting them properly through pitch books. 
• Some examples can be evaluating exit options for the client- selling a company versus going for an IPO; or creating a financial model to show the accretion/dilution impact on the earnings in different scenarios for debt and equity in the transaction.

Detailed Course Curriculum:

• Day 1. Introduction to MS Excel
• Introduction to Excel:
• Keyboard Accelerators and Shortcuts
• Create and Customize the Excel List
• Data entry with Auto Fill Feature
• Working with Advance Cut, Copy, Paste Command
• Use of Find and Replace
• Working with Summarizing and Filtering on Data
• Manipulating worksheet data
• Defining valid sets of values for ranges of cells
• Sorting worksheet data
• Sorting data by using custom lists
• Organizing data into levels
• Looking up information in a worksheet
• Using Paste Special
• Customize Excel Format
• Basics and Rules for performing Calculation on data
• Examples of common functions:
• Mathematical Functions (SUM, PRODUCT, POWER, SQRT, ABS ETC.)
• PRACTICE SHEETS:
• Create and Customize the Excel List
• Data entry with Auto Fill Feature
• Working with Summarizing and Filtering on Data
• Organizing data into levels
• Using Paste Special
• Customize Excel Format
• Day 2. Excel Tools for Data Analysis
• Day 3. Excel Tools for Financial Modeling
• Day 4. Analyzing and Presenting Data Dynamically
• Day 5. Automating Excel Tasks using Macros and VBA
• Day 6 & 7. Introduction to Financial Statements and Ratio Analysis
• Day 8. Valuation and Its Techniques
• Day 9 & 10. Preparing Models as per Relative Approach of Valuation
• Day 11 & 12. Understanding Forecasting and Its Techniques
• Day 13 & 14. Preparing Models as per Fundamental Analysis (DCF)
• Day 15. Mergers and Acquisitions
• Day 16. How to Write - Company Profiling
• Day 17 & 18. Introduction to Equity Research Report Writing
• Day 19 & 20. Introduction to Case Study Analysis
• Day 21 & 22. Industry Research & Analysis
• Day 23 & 24. Introduction to Pitch Books
• Day 25. Resume Building & Placement Session
• Day 26. Final Assessment