Investment banking presentation

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Investment banking

Transcript of Investment banking presentation

Page 1: Investment banking presentation

Investment banking

Page 2: Investment banking presentation

DISCLAIMER

This power point presentation regarding investment banking prepared by me is believed to be accurate and authentic to the extent of the research made utilizing multiple resources including human interactions. The authenticity is a bit at risk as the analysis made through the research is limited to my understanding of the subject which is given due thought without ignoring the elements of common sense and critical thinking all through the preparation of this presentation. Hence, the users are requested to use it as a fast track reference on the assumption of it being substantially accurate which implies that the same can not be deemed to be considered as a standard material that can be relied upon. I can not be held responsible for any kind of loss in your career due to the decision made on the basis of this presentation. Therefore, use it at your own risk and interest.

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Investment BankingInvestment BankingAn investment bank is a financial institution that assists individuals, corporations, and governments in raising financial capital by underwriting or acting as the client's agent in the issuance of securities (or both). An investment bank may also assist companies involved in mergers and acquisitions (M&A) and provide ancillary services such as market making, trading of derivatives and equity securities, and FICC services (fixed income instruments, currencies, and commodities).

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How the things work in here?

Product Industry

CompanyInvestment Banking

client

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Capital markets M and ACorporate Finance Project FinanceAsset Financing and Leasing Structured FinanceRestructuring EquitiesHigh-grade debt DerivativesCommodities BrokeragePrivate Equity Cash management Health consumer/retailEnergy Technology Communications and media

Front Front officeoffice

Products

Industry

Sales Trading

Research

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Middle Office•Risk management•Corporate treasury•Compliance•Corporate strategy•Financial control

Back office

•Operations •Technology

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Books and references • The Fast Track: The Insider's Guide to Winning Jobs in Management

Consulting, Investment Banking, and Securities Trading by Miriam Naficy.

• Investment Banking Explained: An Insider's Guide to the Industry

• Careers in Investment Banking by WetFeet.

• Vault Career Guide to Sales and Trading by Gabriel Kim.

• Your Career Is An Extreme Sport: Focus, Drive, Excel by Eileen Gunn

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People and Their Stories:Bernard Baruch: The Adventures of a Wall Street Legend.

Confessions of a Wall Street Analyst by Dan Reingold

The House of Morgan: An American Banking Dynasty and the Rise of Modern Finance by Ron Chernow.

Leading Investment Bankers: Heads of Ibanking from Merrill Lynch, Deutsche Bank etc.

Fiasco: Blood in the Water on Wall Street

Reminiscences of a Stock Operator, Where are the Customers' Yachts?: A Good Hard Look at Wall Street

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1.Bank of America Merrill Lynch 2.Barclays Capital 3.Blackstone Group 4.CIBC5.Citigroup6.Credit Suisse7.Deutsche Bank 8.Evercore Partners 9.Goldman Sachs10.HSBC11.JP Morgan 12.Lazard 13.Moelis & Co 14.Morgan Stanley 15.Nikko Securities 16.Nomura 17.Piper Jaffray 18.RBC 19.Torreya Partners 20.W.R. Hambrecht

Some employers

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Career opportunities

Roles :1.Managing director2.Directors3.Vice president4.Associate5.Analyst6.Administrative assistants

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Skills and Talents required

Skill Importance

People skills High

Sales skills Medium

Communication skills High

Analytical skills High

Ability to synthesize High

Creative ability High

Initiative Medium

Work hours 50-120/week

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Salaries in investment banking

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Thank you