Investment Banking

Investment Banking | What is it?

INVESTMENT BANKING

COMMERCIAL/RETAIL BANK

CUSTOMERS INCLUDE INSTITITIONS, LARGE

CORPORATIONS, PUBLIC SECTOR
ENTERPRISES and HNIs

INDIVIDUALS, and SMEs

DONT PROVIDE LOANS or TAKE DEPOSITS

TAKES DEPOSITS and EXTENDS LOANS

HAVE A FEW HUNDRED CORE CUSTOMERS

OR LESS

HAVE MILLIONS OF CUSTOMERS

PROVIDE BESPOKE SERVICES

PROVIDE STANDARIZED SERVICES

DONT PROVIDE TRANSACTIONAL DAY-TO-DAY

SERVICES

PROVIDE TRANSACTIONAL DAY TO DAY

SERVICES (CHECKINGS, SAVINGS, CREDIT,
LOANS, INSURANCE)

PROVIDE STRATEGIC PRODUCTS/ADVICE TO

COMPANIES
EX: ADVISORY, MERGERS & ACQUISITIONS,
SECURITIES AND DERIVATIVES
INDICATIVE FIRMS:
JP Morgan, Morgan Stanley, Nomura, Barclays,
Goldman Sachs, Citibank, HSBC and many
others

NO STRATEGIC ADVICE PROVIDED. STANDARD

SUITE OF SERVICES PROVIDED

INDICATIVE FIRMS:
ICICI Bank, HDFC Bank, Axis Bank, Kotak Bank
and many others

Private & Confidential

Who are they & What do they do?

Investment Banking | What is it?

Investment
Banking
Capital Raising
Debt
Equity
Advisory Services
M&A
Restructuring
Project Finance

Research

Wealth
Management

Sales and
Trading

Analysis and
recommendation of
stocks and bonds
Industry & company
coverage
Cross selling
opportunity

Professional
Management of all
kinds of securities
on behalf of clients
and focus on
returns

Buy and sell of cash

Bonds &
derivatives
Distribution &
Execution arm of IB
Manages the firms
risk

Financial Operations
Finance and Treasury
Technology

Private & Confidential

Financial Analysis

FINANCIAL ANALYSIS

INVESTMENT BANKING

EQUITY & CREDIT

RESEARCH

Capital Raising

Analysis of Stocks and

markets worldwide

Advisory
Mergers and Acquisitions

Economic, Strategy and

Commodities Research

Restructuring

Corporate Debt

Project Finance

PE/Venture Capital

Project Structuring,
Portfolio Monitoring and
Collections

Fund Raising
Valuation

Risk Analysis
Modeling
Debt, Sub-Debt, QuasiEquity Funding, Equity
Investments
Settlements Processing
Transaction Reporting
Metrics

Operational Risk
FINANCIAL STATEMENT ANALYSIS
VALUATION AND MODELING
RESEARCH AND ANALYSIS

Private & Confidential

Investment Banking | Core Products

Source : BCG

Private & Confidential

CAREERS | Opportunities

Careers
In
Global Bulge Bracket and
Boutique Investment Banks

PE Firms

Brokerage Firms

Domestic Banks

Offshore Entities

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

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

or call us + 91 22 40792314
Thank you