Investment Banking

Private & Confidential

Investment Banking | What is it?

INVESTMENT BANKING

CUSTOMERS INCLUDE INSTITITIONS, LARGE CORPORATIONS, PUBLIC SECTOR ENTERPRISES and

HNI’s

DON’T PROVIDE LOANS or TAKE DEPOSITS

HAVE A FEW HUNDRED CORE CUSTOMERS OR LESS

PROVIDE BESPOKE SERVICES

DON’T PROVIDE TRANSACTIONAL DAY-TO-DAY SERVICES

PROVIDE STRATEGIC PRODUCTS/ADVICE TO COMPANIES

EX: ADVISORY, MERGERS & ACQUISITIONS, SECURITIES AND DERIVATIVES

COMMERCIAL/RETAIL BANK

INDIVIDUALS, and SME’s

TAKES DEPOSITS and EXTENDS LOANS

HAVE MILLIONS OF CUSTOMERS

PROVIDE STANDARIZED SERVICES

PROVIDE TRANSACTIONAL DAY TO DAY SERVICES (CHECKINGS, SAVINGS, CREDIT, LOANS, INSURANCE)

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

Who are they & What do they do?

Private & Confidential

Investment Banking | What is it?

Investment Banking

Capital RaisingDebt

EquityAdvisory Services

M&ARestructuring

Project Finance

Research

Analysis and recommendation of stocks and bonds

Industry & company coverage

Cross sellingopportunity

Sales and Trading

Buy and sell of cash Bonds & derivatives

Distribution & Execution arm of IB

Manages the firm’s risk

Wealth Management

Professional Management of all

kinds of securities on behalf of clients and

focus on returns

Financial Operations

Technology

Finance and Treasury

Hedge Funds, Pension Funds, Asset Managers, Insurance Companies, Corporate treasuries, Sovereign Wealth Funds, Dealers, Individuals,

Corporations, Municipalities, Government

Capital Raising

Advisory

Mergers and Acquisitions

Restructuring

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

INVESTMENT BANKING EQUITY & CREDIT RESEARCH Project Finance PE/Venture Capital

Financial Analysis

Private & Confidential

FINANCIAL STATEMENT ANALYSIS

FINANCIAL ANALYSIS

VALUATION AND MODELING

RESEARCH AND ANALYSIS

Source : BCG

Fix

ed

In

com

e, C

urr

en

cie

s,

De

riv

ati

ves •Credit Derivatives and

Syndicate• Interest Rate Derivatives &

Bonds•Foreign Exchange

• Cash• Derivatives

• Securitized Products•Mortgages

• Loans•Emerging Markets•Fixed Income Exotics and

Hybrids•Public Finance•Special Opportunities Fund

Eq

uit

ies

& P

rim

e S

erv

ice

s •Equities & Prime Services• Cash Equities

• Algo Trading • Program Trading

• Equity Derivatives• Swaps •Options/Futures/Forwards • Structured Exotics • Fixed Income Hybrids

• Delta 1 • ETFs• Prime Brokerage

• Financing • Lending/Borrowing

Co

mm

od

itie

s • Metals • Bullion • Iron • Others

• Energy • Coal • Electricity • Crude Oil

• Agricultural • Sugar• Wheat• Others

• Environment• Weather• Carbon Credits

Investment Banking | Core Products

Private & Confidential

CAREERS | Opportunities

Global Network

Specialized Skills

Domain Knowledge

Financial Analyst

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

Global Bulge Bracket and Boutique Investment Banks

PE Firms

Brokerage Firms

Domestic Banks

Offshore Entities

Careers In

Thank you

Get in touch with us at http://imarticus.org

or call us + 91 22 40792314