IT Business Analyst Certification Program - Distance Learning
Certification in RESEARCH ANALYST PROFESSIONAL
Transcript of Certification in RESEARCH ANALYST PROFESSIONAL
Certification in
RESEARCH ANALYST PROFESSIONAL
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Offered by
In Collaboration with
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TABLE OF
CONTENTS
Page No. 3 Page No. 6
Page No. 11 Page No. 17
01PROGRAMCOVERAGE
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About the Program
The Certification program “Become a
Research Analyst Professionals” is being
offered by Christ University, in collaboration
with industry partners/collaborators such as
EduEdge Pro.
This course enables you to learn advanced
concepts for a Markets Expert such as
Derivatives Analytics, Economic Data points
and Impact on Markets, Tracking Central
Policies, Conducting Inter-Market Analysis
etc. You will also learn the working of the
company and its comparison with its peer,
Executing Mergers and Acquisitions Analysis,
Mastering Industry and Sectoral Analysis.
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PLATFORMS YOU WILL LEARN
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02 WHY THIS PROGRAM
Equity Research Analysis
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Skills You will Gain
Buy/Sell/Hold recommendation
Able to provide price target
Report writing skills
Building Equity Research Reports
Financial Modelling,
Valuation and Excel skills
DOMAINS USING
RESEARCHANALYTICS
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EQUITY RESEARCH
Research Analytics Company AnalyticsValuation Modeling & Analytics Investment Analytics
FIXED INCOME/FOREX/COMMODITIES
Fixed Income Markets & Analytics Foreign Exchange Markets & Analytics Commodity Markets & Analytics
DERIVATIVES RESEARCH
Derivatives Analytics F&O Analytics Backtesting Analytics Volatility Analytics
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CAREER SCOPE
CERTIFICATIONS
ROADMAP
BLOOMBERG
ESSENTIALSBECOME A RESEARCH ANALYST PROFESSIONAL
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Positioning of this certificate program in broader PG Diploma Program
BECOME AN INVESTMENT ANALYST/MANAGER
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COURSE CURRICULUM
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CERTIFICATE 2
2BECOME A RESEARCH ANALYST PROFESSIONAL
LEARN FINANCIAL ANALYTICS USEFUL FOR EQUITY, FICC AND QUANTITATIVE RESEARCH ROLES
I. BECOMING an EQUITY RESEARCH ANALYST
Advanced Company Analytics
Valuation Modeling
Generating Trade Ideas
Equity Risk Analytics
II. BECOMING a DERIVATIVES ANALYST
F&O Analysis
Complex Derivatives Strategies And Back-testing
Volatility Analysis
Derivatives Risk Analytics
III. BECOMING a FICC ANALYST
Fixed Income Markets
Foreign Exchange Markets
Commodity Markets
FICC Risk Analytics
IV. BECOMING an IBD Research Analyst
What An I-Banker Needs To Know
Domain Expertise In I-Banking
Valuation Models and Spreadsheeting
Scenario and Sensitivity Analysis on Valuation
STRUCTURE
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CERTIFICATE 2
2BECOME A RESEARCH ANALYST PROFESSIONAL
LEARN FINANCIAL ANALYTICS USEFUL FOR EQUITY, FICC AND QUANTITATIVE RESEARCH ROLES
I. BECOMING an EQUITY RESEARCH ANALYST
Advanced Company Analytics
Valuation Modeling
Generating Trade Ideas
Equity Risk Analytics
NAVIGATING COMPANY SPECIFIC INFORMATION01 Entering the Equity Section
02 Finding a Security
03 Navigating through Industries
04 Searching for Management Information
05 Company accounts data
06 Retrieving Information on a Particular Security
07 Browsing Events Calendar
ADVANCED COMPANY ANALYTICS08 Tracking events about the company and its impact on the market
09 Generating a List of Equity Securities Based on a Set of Criteria You Select
10 Understanding Shareholding pattern for a company
11 Finding Debt Distribution for a company
12 Dividend Summary and Bloomberg Dividend Forecast
13 Ownership Structure
VALUATION14 Understanding the working of the company and its comparison with its peer
15 Studying the fundamental data of the company
16 Analyzing the financials of the firm
17 Tracking the recommendations of various analyst and fund houses
18 Performing Valuation Analysis
19 Understanding and executing Mergers and Acquisitions Analysis
20 Relative Value Analysis
21 Mastering Industry and Sectoral Analysis
CURRICULUM
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CERTIFICATE 2
2BECOME A RESEARCH ANALYST PROFESSIONAL
LEARN FINANCIAL ANALYTICS USEFUL FOR EQUITY, FICC AND QUANTITATIVE RESEARCH ROLES
II. BECOMING a DERIVATIVES ANALYST
F&O Analysis
Complex Derivatives Strategies And Back-testing
Volatility Analysis
Derivatives Risk Analytics
F&O ANALYSIS01 Tracking the price movements of the various derivative products
02 Exploring the Options Monitor
03 Understanding and accessing the option chain
04 Pricing options
05 Accessing option sensitivities and understanding impact of P&L
06 Understanding price and open interest analysis
07 How to calibrate derivatives pricing models
08 Applying Technical Analysis to understand price action
COMPLEX DERIVATIVES STRATEGIES AND BACK-TESTING09 Building a complex derivatives trade
10 Pricing a derivatives trade
11 Exploring different strategies using Bloomberg
12 Building complex options strategies
13 Back-testing options strategies
14 Running scenario analysis on option trades
15 Performing stress testing on option trades
VOLATILITY ANALYSIS16 Performing Historical Volatility analysis
17 Analyzing Implied Volatility
18 Incorporating Implied Volatility to setup derivatives strategies
19 Building volatility skews and surfaces
20 Understanding the interplay of correlations and volatility
21 Understanding YC term structure volatilities for fixed income derivatives
CURRICULUM
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CERTIFICATE 2
2BECOME A RESEARCH ANALYST PROFESSIONAL
LEARN FINANCIAL ANALYTICS USEFUL FOR EQUITY, FICC AND QUANTITATIVE RESEARCH ROLES
III. BECOMING a FICC ANALYST
Fixed Income Markets
Foreign Exchange Markets
Commodity Markets
FICC Risk Analytics
FIXED INCOME SECURITIES01 Browsing through World Bonds and Sovereign Debt Monitor
02 Tracking World Bond Futures and tracking movement with the rate changes
03 Accessing TOP Bond Market News and Global Market Monitors
04 Performing Fixed Income Search
05 Understanding bond price movements through EOD and Intraday price action
06 Building strategies on individual issues – flatteners, steepeners, butterflies
07 Performing richness/cheapness analysis on bonds
FIXED INCOME MARKETS AND ANALYTICS08 Mortgage Market
09 Municipal Market
10 Yield Curve Analysis
11 Search Engines, Descriptive and Yield Analysis
12 Fixed Income Pricing analytics
13 Understanding fixed income sensitivities and implications for hedging
14 Hedging Analytics
FOREIGN EXCHANGE AND COMMODITIES15 Tracking the economic indicators calendar and understanding currency movements
16 Study the intraday as well as historical price charts of various currencies of the world.
17 Performing correlation analysis, peer comparison and spread analysis for currency pairs
18 Understanding the price movements of the commodities using charts on Bloomberg
19 Retrieving information of a specific commodity
20 Tracking commodity derivatives prices through F&O panels
21 Correlating movements in commodities with other asset classes
CURRICULUM
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CERTIFICATE 2
2BECOME A RESEARCH ANALYST PROFESSIONAL
LEARN FINANCIAL ANALYTICS USEFUL FOR EQUITY, FICC AND QUANTITATIVE RESEARCH ROLES
IV. BECOMING an IBD Research Analyst
What An I-Banker Needs To Know
Domain Expertise In I-Banking
Valuation Models and Spreadsheeting
Scenario and Sensitivity Analysis on Valuation
INVESTMENT BANKING RESEARCH01 Navigating through the Investment Banking Dashboard
02 Understanding and performing Investment Banking Research
03 Tracking news and markets to be a successful Investment Banker
04 Following global Investment Banking deals and IB underwriting activity
05 Performing Valuation analysis as an Investment Banker
06 Crunching credit ratios, valuation multiples and global macros indicators
07 Mastering industry and sector
08 Essential Global Markets for an Investment Banker
09 Power packed must know monitors for an Investment Banker
10 Scenario Analysis for Valuation
11 Sensitivity Analysis for Valuation
CURRICULUM
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Program Coverage
This course advanced concepts for a Markets Expert such as Derivatives Analytics, Economic Datapoints and Impact on Markets, Tracking Central Policies, Conducting Inter-Market Analysis etc. You will also learn the working of the company and its comparison with its peer, Executing Mergers and Acquisitions Analysis, Mastering Industry and Sectoral Analysis, F&O Analysis.
Industry-oriented curriculum
Industry focused curriculum offered in a flexible online blended interactive format that works for busy professionals
Blended Learning
The Program would offer an optimal blended mix of On campus bootcamp sessions, online sessions, self-paced sessions to maximize learning
Industry Partners
Our industry partners would provide you the appropriate domain and industry expertise to tackle Analytics challenges in the real world
Careers and Placement help
Our program would fast track your career progression in Research Analyst professionals through our dedicated Placement Assistance and Industry Networking
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PROGRAM
HIGHLIGHTS
PEDAGOGY
4-Months Weekend Program
The Program would be offered on the weekends to enable optimal learning to those participants who are working in the Industry
Project & Live Lab
The Project gives you the opportunity to apply important concepts in Research Analytics in order to solve real business challenges
PROGRAM
PARTNERS
One of the first institutions in India to be accredited in 1998 by theNAAC, and subsequently in 2004 and 2016, CHRIST University has thetop grade ‘A’ in the 4-point scale. It has consistently ranked among thetop ten for UG courses in surveys done by the India Today group,having specialized program offerings across Data Science, Analytics,Capital Markets, and FinTech.
The multi-disciplinary University which focuses on teaching researchand service offers Bachelors to Doctoral programs in Humanities,Social sciences, Science, Commerce, Management, Engineering,Education, and Law to over 25000 students.
United Nations Academic Impact (UNAI) membership has added ChristUniversity to the UNAI team of 1470 institutions in 146 countries, whoare working with the United Nations to promote global priorities,including peace, human rights, and sustainable development.
EDUEDGE PRO is an EdTech initiative, founded by Mr. Harjeet Singh, a
Stanford Alumnus and Financial Mathematician.
EduEdge Pro provides Skill Development and Skill Enhancement
education in specialized domains within BFSI, Data Science, Analytics,
FinTech, Capital Markets and Algorithmic Trading in order to bridge the
gap between academia training and industry needs and to provide
Upskilling.
EduEdge Pro conducts corporate training programs for leading global
investment banks, asset management firms, financial institutions,
exchanges and brokerage houses.
It works with leading educational institutions and universities in
providing end-to-end solutions such as Centre of Excellence, Financial
Research Lab and Specialization Curriculum Tracks.
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PROGRAM CHAIR
HARJEET SINGHProgram Chair
Harjeet has been a serial entrepreneur in
FinTech, EdTech and Capital Markets and is a
Financial Mathematician and Alumnus of
Stanford University. He has a rich and varied
experience in Global Markets & Risk,
Investment Management, Sales & Trading,
Algorithmic Trading, Quantitative Finance and
Management Consulting across international
financial institutions, banks, MNCs such as
Morgan Stanley, Nomura, Standard Chartered
Bank, Merrill Lynch and Accenture Consulting.
He is the Founder-Director, Global CIO and
Board Member of Stelios Asset Management,
a global Hedge Funds across India, Mauritius
and Dubai. He is also Founder-Director of
EduEdge Pro, a leading EdTech company. He
is a leading industry expert in Algorithmic
Trading, FinTech and Analytics. He also
consults the Ministry of Finance on matters
related to policy frameworks in Capital
Markets
DR SUNIL LAKDAWALAAnalytics Professional
He holds Ph.D. from Yale
University, USA(1982) and
M.Sc. from IIT-Bombay(1977).
He has specialized in the
areas of Business Intelligence
System (Data Warehousing
and Data Analysis Techniques
like OLAP, Data Mining) and
has a rich experience in
consultancy, project execution
and training in that area.
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Global ChartersHe has received the CFA, FRM, CAIA and PRM International chartersand is a member with international associations such as CFA Institute,Global Association of Risk Professionals (GARP), Chartered AlternativeInvestment Analyst Association (CAIA Association) and ProfessionalRisk Managers’ International Association (PRMIA).
Asset Management BusinessHe is currently the Global CEO, CIO and Board Member of SteliosAsset Management Pvt Ltd. Founded in 2019, STELIOS AssetManagement has received Series A international VC funding forsetting up global Hedge Funds as well as onshore/offshore India-focused Hedge Funds. He has received Investment Manager licencesto start hedge funds across India, Mauritius and Dubai. He holds aSEBI-registered AIF CAT III license for a long/short Equity fund in India.
Consultant to Ministry of FinanceHe is also consulting the Department of Economic Affairs – Ministry ofFinance in Capital Markets Policy Formation.
EdTech InitiativeHe is the Founder-Director at EduEdgePro Pvt Ltd. EduEdgePro is anEdTech initiative, founded by Harjeet as part of a Family officeinitiative. EduEdgePro provides Skill Development and SkillEnhancement in BFSI and Analytics in order to bridge the gapbetween academia training and industry needs. It runs B2B programswith leading corporates and educational institutions/universitiesacross India. EduEdgePro has conducted specialized domain trainingsessions in Capital Markets and Analytics for Exchanges, Regulators,Asset Management firms, Banks, Financial Institutions, Universitiessuch as Securities and Exchange Board of India (SEBI), MultiCommodity Exchange (MCX), National Stock Exchange (NSE), InvescoAsset Management, Prudential Asset Management, JP Morgan AssetManagement, Nomura, Morgan Stanley, Christ University andNational Institute of Securities & Markets (NISM).EduEdgePro has collaborated with industry partners such as Moody’sAnalytics, Bloomberg, CISI and MCX to provide industry-relevantcertification training and programs.
FinTech InitiativeHis other firm, QRAC Pvt Ltd, is an Indian FinTech company, foundedby Harjeet as part of a Family office initiative. QRAC houses aQuantitative Investment Research division that specializes in buildingQuantitative Investment Strategies across global equities,commodities, currencies and fixed income for Institutional Advisoryportfolios.
ELIGIBILITY CRITERIA
EDUCATION
10+2 aspiring candidates of any
educational background with an
analytical frame of mindset are
most suited one to pursue
Research Analyst professional
certifications.
WORK EXPERIENCE
Work experience is not
mandatory.
However it is desired that
you have internship or full-
time experience so that you
can move up the learning
curve faster through prior
industry domain knowledge.
PROGRAMMING EXPERTISE
It is not required to have a
Programming background,
although desirable.
However, those without
Programming background
will undergo Pre-requisite
training on Programming to
accelerate the learning
when the Program begins.
SELECTION &
ADMISSION PROCESS
Application ProcessThe Application process consists of a few simple steps as shown below. An offer of admission would be made to the selected candidates and accepted by the candidates by paying the admission fee.
We have a dedicated admission counsellor who are here to help guide you in applying to the program. They are available to:• Address questions related to
application.• Assist with Financial Aid (if
Required)• Guide career role and
opportunities after certified.• Help you to understand the
program detail and pedagogy.
STEP 1PROGRAM
COUNSELLING
• Complete your application to kick start the admission process.
• Rate your various skills of OOPs language, quantitative and logical ability.
• Submit application fee: ₹ 500/-
• Submit the form successfully and scheduled your interview with us.
STEP 2APPLICATION PROCESS
• Interview is with admission committee, who will review the candidate profile.
• Selection will be determined on the basis of academic records, work experience, test scores and interview.
• Upon qualifying a confirmation letter for admission to the PG Diploma in Data Science will handover to the candidate.
STEP 3INTERVIEW PROCESS
ProgramCounselling
Application Interview Documentation Payment Processing
Confirmation
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Application ProcessThe Application process consists of a few simple steps as shown below. An offer of admission would be made to the selected candidates and accepted by the candidates by paying the admission fee.
ProgramCounselling
Application Interview Documentation Payment Processing
Confirmation
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After interview on the basis of confirmation letter , the required papers mentioned inthe mandatory list of
documents as per eligibility criteria. You would be required to submit your marksheets, education certificates, work experience proofs amongst other necessary documents.
STEP 4DOCUMENTATION
Block your seat with the initial amount of fees and begin with your prep course and start your Data Science journey.
Full or annual program fee to be deposited within 1 week of offer letter / program start –whichever is earlier.
STEP 5PAYMENT PROCESSING
Your admission will be confirmed basis the selection procedure,document authenticationand fee payment.
A welcome letter, ID card, student number and portal access will be shared upon successful completionof the admission process.
STEP 6CONFIRMATION
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SELECTION &
ADMISSION PROCESS
PROGRAM
FEES
PROGRAM FEEApplication fee: INR 500 plus GSTIndian participants: INR 1,25,000 plus GSTInternational participants: USD 2500 plus taxes
FINANCING OPTIONSPlease get in touch for further details
SCHOLARSHIPSExisting Christ students and Alumnus: AvailableOther participants: Available on outstanding merit record
CORPORATE DISCOUNTSAvailable on nominations of 2+ participantsKindly contact us for further details
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