Career opportunities in Investment Business and Research

www.edupristine.com | www.eneev.com

Career opportunities in

• Investment Research

• Business Research

www.edupristine.com © Neev Knowledge Management – Pristine

Pristine

Finance trainings for individuals/corporate/colleges

Trainings for

International

Certifications

Corporate

Trainings

Pristine

Certifications

- Authorized training providers for prestigious

international certifications like CFA, FRM, PRM, CFP

etc.

- Pan India class-room trainings and web-based live

online trainings for international students

- Advanced training in financial modeling, valuation, risk,

etc. to large corporate clients like JP Morgan , BoA,

HSBC, ING Vyasa, IIM C, IIM I, FMS etc.

- Own certification programs in financial modeling,

finance training for corporate lawyers, risk

management etc.

- Certification programs in Equity Research, Derivatives

being launched

About Pristine

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Pristine Offerings

Course Classroom

Trainings

Online

Trainings

Content Crash Course/

Mock Test

Hours of

training

Accreditation Price

CFA Level I All* + Singapore Yes Original Yes 100 CFA Institute USD 595;

INR 17,950

CFA Level II Mumbai, Delhi Yes Original Yes 100 CFA Institute USD 595;

INR 16,950

FRM Level I All + Singapore Yes Original Yes 75 GARP USD 495;

INR 12,950

FRM Level II Mumbai Yes Original Yes 60 GARP USD 495,

INR 10,000

PRM All + Singapore Yes Original Yes 135 PRMIA USD 795,

INR 20,000

APRM Corporate Yes Original Yes 80 PRMIA INR 10,000

Financial

Modeling

Mumbai, Delhi,

Bangalore,

Pune, Hyd,

Chennai

Yes Original NA 50 - INR 10,000

Finance for

Lawyers

Mumbai No Original NA 50 - INR 45,000

CFP Mumbai, Delhi Yes Original NA 120 Under Process INR 20,000

*All cities include Mumbai, Delhi, Kolkata, Chennai, Bangalore, Pune and Hyderabad ;

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Key Authorization

GARP (2007-11)

Authorized Training provider -FRM

Largest player in India in the area of risk

management training. Trained 1000+ students

in risk management

PRMIA (2009-11)

Authorized Training provider – PRM/ APRM

Sole authorized training for PRM Training in

India. Largest player in India in the area of risk

management training. Trained 1000+ students

in risk management

CFA Institute (2010-11)

Authorized Training provider – CFA

Pristine is now the authorized training provider

for CFA Exam trainings . Pristine is largest

training provider for CFA in India with presence

across seven major cities.

FPSB India (2010-11)

Authorized Training provider -CFP

An authorized Education Provider for

Chartered Financial Planner Charter.

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Key Associations*

HSBC (2008)

Risk Management and Quant.

Analysis

New joinees in HSBC had a gap in

knowledge of Risk Management

and quantitative skills. Conducted

trainings (On campus) to bridge the

gap

*Indicative List

Mizuho (2010)

Financial Modeling in

Excel

Bankers were using excel

models that they could

not understand.

Conducted financial

modeling in Excel

trainings to bridge the

gap

Bank Of America

Continuum Solutions

(2010)

Finance for Finance

Associates were trained on

valuation and mergers

and acquisitions

J. P. Morgan (2010)

Financial Modeling in

Excel

The Real Assets Group

were trained in Excel for

infrastructure and real-

estate modeling

Franklin Templeton

CFA (2010)

Students were facing a gap in

the overall understanding of

finance topics like corporate

finance, FSA and valuation.

Provided training for over 100

hours to bridge the gap

Credit-Suisse India (2009)

Risk Management and Quant.

Analysis

IT Professionals of Credit-

Suisse India were trained on

risk management.

Ernst & Young (2010)

Real Estate Modeling

Senior Associates were

trained on building

valuation models for real

estate

ING Vyasa (2010)

Infrastructure & Project

Finance

Bankers were trained on

making integrated

models for project

finance and

infrastructure.

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…Key Associations

IIM Calcutta (2010-11)

Financial Modeling in Excel

Students about to go for

internships and join jobs found a

gap in their grasp of knowledge of

excel for financial modeling.

Conducted training for 75+

students with an average rating of

4.5+

BITS Pilani (2009)

Workshops on Basics of

Finance

Most of the students desire a

career in finance. Conducted

training for 350+ students with

an average rating of 4.5+

IIT Delhi (2009)

Corporate finance

Students get placed in finance

companies (UBS, GS, MS, etc)

with no understanding of the

subject/ Job Profile. Conducted

workshop to bridge the gap

NUS Business School (2011)


Second year MBA students were

given a full 2-day workshop on

creating financial models. They

learnt how to create integrated

models of valuation.

NISM (2008-11)

Derivatives in Hedging (2008)

Financial Modeling (2011)

Corporate in Ludhiana incurred huge

losses because of derivative trades

(for hedging). Conducted trainings

for directors and CFOs for better

understanding of derivative products

FMS Delhi (2010-11)


Final Year MBA students of Faculty

of Management Studies, Delhi

University were trained in financial

modeling so as to prepare them

better for a job in finance.

IEMR Delhi (2010-11)


Final Year MBA students of IEMR

went through extensive financial

modeling workshop to acquire skills

of financial modeling.

SIMSREE (2010)

Final Year MBA students of

Sydenham MBA, Mumbai were

trained in financial modeling so as

to prepare them better for a job in

finance.

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www.edupristine.com © Neev Knowledge Management – Pristine 7

Research Roles - Key Employers

Research Roles - Job Opportunities

Research Training - Pristine Training Program

Agenda


• Evalueserve, Cognizant, Copal Partners,

• Adventity, Goldman Sachs, Deloitte FAS,

• DE Shaw, Genpact, Smart analyst, BoA KPO’S

• Airtel, Reliance, DLF etc.

• HCL, HP, Aurobindo Pharma etc.

• Hospitality industry Corporates

• Banks such as HDFC, ICICI

• Equity Brokerage Houses

• Audit firms such as KPMG

• Insurance companies Max New York Life,

• Rating agencies

Others

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Research Careers - Employers


Introduction to KPO

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What is KPO?

•Knowledge-related and information-related work is carried out in a different company to save

cost.

•KPO delivers high value to organizations by providing domain based processes and business

expertise. These processes demand advanced analytical and specialized skill of knowledge

workers that have domain experience.

Factors Fuelling Growth in KPO:

•Shortage of highly trained and specialized professionals in various knowledge-intensive high-

skill sectors.

•Buyers of off shoring services save more at the high end of the value chain, as compared to the

low end on a per-job basis.

• Increased global competition

•Cost pressures

•Need for more flexibility


KPO require more complex/advance skill sets……….

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Parameter KPO BPO

Primary Services off shoring of knowledge intensive

business processes that require

specialized domain expertise

technical support, transaction

processing, customer care,

telemarketing etc

Staff skill sets Advanced studies and industry

recognized certifications such as CFA,

CA, Actuarial Studies, Master in

Statistics, Engineering and MBA.

Undergraduates, Graduates

Billing rates US$10 to US$45 per hr. US$4 to US$15 per hr.

Process

complexity

High complexity, judgment based work Basic processes involving standard

procedures and templates


KPO Service Lines (Types of activities)

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Financial Research

Equity Research / Credit research / Fixed Income Research

Corporate Finance

Quantitative Research

Business Research

Company profiling and Benchmarking

Industry studies and tracking

Market entry study

Market Research

Survey Design

Data Compilation

Data Analytics

Marketing Analytics

Back Testing

Legal & IP

Patent Research, Legal process outsourcing

Financial Services

65%

Legal and IP9%

Business and Market

research

26%


Skill Set Requirements

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HIGH

LOW

HIGH

LOW

30-45

15-25

10-12

High

Complexity

Moderate Complexity

Low Complexity

Tire I & II MBA ,CA,CFA,CPA,Post

Graduates(Finance & Accounting)

Tire II & III MBA

,CA,CFA,CPA,Graduates

(Finance & Accounting)

Finance & Accounting

Under Graduates

Sk

ill s

et

Re

qu

ire

me

nts

Bil

lin

g ra

tes

(U

S$

pe

r h

ou

r)

Complexity states the difficulty level


Junior Analyst

Collecting & analyzing information,

updating historical models, profiling

companies

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Team Leader

Managing large teams

Manager

Executing projects

Senior Analyst

Collecting & analyzing information, client

communication

Research - High growth career path


KPO’s in India – Examples of the Companies

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Name of the

company

(KPO’s and Captives)

Brief Introduction Number of

Employee Competencies

Evalueserve Evalueserve is one of the earliest KPO service providers with

considerable skill sets in a variety of financial services domains.

2000 Investment Research,

Business Research, Market

Research, Data and Financial

Analytics, Intellectual

Property Research

Copal Partners Copal Partners is dealing in financial research and analytics

services. Most of its clients are investment banks, private equity

funds, consulting companies, and corporations.

550 Investment banking, Equity

Research, Credit Research

and Consulting/Strategy

Irevna Irevna is the world's leading research and analytics outsourcing

service provider.

NA Financial Services, Corporate

Services (Strategy and M&A

Support , Business Research,

Investor Relations Services),

Analytical Solutions

RR DONNELLEY RR Donnelley adds value to the company through highly

personalized around-the-clock services, worldwide expertise,

and insight that comes from a history of experience and

achievement. That's why FORTUNE Magazine has named us

America's Most Admired Printer for five consecutive years.

NA Capital Market, Investment

Market, Outsourcing services,

Real Estate Services,

Cians Analytics Cians was set up to meet the need for high-quality, cost-effective

research and analytical support for global institutions. Their

solutions allow our clients to increase their capacity for decision-

making and action, while reducing their costs.

~100 Advanced analytics, Business

intelligence and Research

support


KPO’s in India – Examples of the Companies

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Name of the

company

(KPO’s and Captives)

Brief Introduction Number of

Employee Competencies

Adventity

(now known as

SutherLand Global

Services)

Adventity is a market leading full service KPO/BPO firm for

the Banking and Financial Services and the Airlines & Travel

industry, offering comprehensive & innovative knowledge

services, transaction services and customer contact support

solutions to clients across the globe.

>2,500 Financial Research,

Macroeconomics Research,

Business Research &

Consulting, Analytics, Support

Services

Amba Research Amba offers a wide range of research and analytics support

services to global financial institutions. Amba Research was

founded in 2003 by senior directors of research from

Goldman Sachs, Deutsche Bank, and JPMorgan.

NA Equity and credit research,

corporate finance, capital market

and quants support, insurance

and research on demand

JP Morgan Captive In 2003 the US bank major set up captive units in Mumbai

India.

~2,500 Research activities and

Transaction processing for

Investment Banking, Financial

services and Investment

Management

Infosys Technologies Infosys BPO (formerly Progeon Limited) is the Business

Process Management subsidiary of Infosys Technologies

Limited (Infosys). Knowledge services was started in 2004

as the KPO division of Infosys BPO to provide high end

research and analytics services to its clients.

500 Research, analytics and Legal

Services

WNS WNS was set up in Mumbai by British Airways in 1996.

Initially, it functioned only as a leading BPO, but in 2003 it

launched Knowledge Services. It was ranked No.1 BPO

Company for 2005.

10,000 Analytical Services, Market

Research, Business Research,

Investment Research, Data

Mining and Legal Research


Career opportunities - Financial Research


Career opportunities - Business Research Graduates …


Research Roles - Key Employers

Research Roles - Job Opportunities

Research Training - Pristine Training Program

Agenda


Analytical skills: Ability to interpret information

Domain knowledge: Financial statement analysis, Industry analysis

Familiarity with Word, excel and power point

Effective communication

Understanding of sources of information

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Skill Requirement


• 275 hrs of Classroom Trainings of intensive industry oriented program

• Hands on learning of various research tools

• Highly qualified faculty (from IITs/IIMs, some with CFA qualifications) with industry

expertise

• 24X7 online support for all queries

• Advanced proficiency in usage of Microsoft Office tools

• Improved communication skills

• 100% Placement assistance for all participants after completion of course

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Pristine has tied up Leading KPOs, Research Firms, Credit Rating

companies etc for Placements

Diploma in Research and Analysis - Key Highlights


• Market sizing

• Framework analysis, benchmarking

• Understanding Macro Economic environment

• Profiling a Industry

Industry Research

• Financial statement analysis

• Building financial models

• Valuation basics

• Profiling a company

Financial Modeling & Corporate Research

• Proficiency in MS Word/Excel and Power Point

• Ability to create Financial models

• Writing Business mails

Computer Application

• Making a presentation

• Handling an interview

• Problem solving skills

Business Communication

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Course Content


• 275 hrs trainings over 5 months starting on 7th August, 2011

– 15-hour classes over the weekends

– 1 Week break after 6 weekend trainings

• Interactive sessions, followed by weekly assignments

– Assignments based on real-world work done by Investment research professionals

– Case Study based learning

– Feedback on assignments in the same class

– Module competency test after end of every module

• Training Timings Sat/Sun: 10am to 6pm

• Training Venue: ITO, Delhi

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Course Highlights


• Course fee Full Amount: Rs 70,000

– Installment Payment Schedule: Payment can be made in 4 installments

• At the time of registration: Rs 20,000/-

• After one month: Rs 20,000/-

• After two month: Rs 20,000/-

• After three month: Rs 20,000/-

– Early Bird Discount: 10% on registrations before 31st July.

• Payment details

– Cash/ Cheque/ DDOnline/ Wire transfer

– Bank Name: HDFC

– Account Number: 00602560008449

– Bank Account Name: Neev Knowledge Management Pvt. Ltd

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Course fees details


Contact : Dikshu Bishnoi

Ph: 8800959911

Mail: [email protected]

Career opportunities in Investment Business and Research

Education

Transcript of Career opportunities in Investment Business and Research