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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

Research

Wealth
Management

Sales and Trading

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

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
Hedge Funds, Pension Funds, Asset Managers, Insurance Companies, Corporate treasuries, Sovereign Wealth Funds, Dealers, Individuals,
Corporations, Municipalities, Government
Private & Confidential

Financial Analysis

FINANCIAL ANALYSIS

INVESTMENT BANKING

EQUITY & CREDIT RESEARCH

Project Finance

PE/Venture Capital

Capital Raising

Analysis of Stocks and


markets worldwide

Project Structuring, Portfolio


Monitoring and Collections

Fund Raising

Economic, Strategy and


Commodities Research

Risk Analysis

Valuation

Mergers and Acquisitions

Corporate Debt

Debt, Sub-Debt, Quasi- Equity


Funding, Equity Investments

Modeling

Restructuring

Advisory

Settlements Processing

Transaction Reporting
Metrics
Operational Risk
FINANCIAL STATEMENT ANALYSIS
VALUATION AND MODELING
RESEARCH AND ANALYSIS

Private & Confidential

Source : BCG

Equities & Prime Services


Cash Equities
Algo Trading
Program Trading
Equity Derivatives
Swaps

Options/Futures/Forwar
ds
Structured Exotics
Fixed Income Hybrids
Delta 1
ETFs
Prime Brokerage
Financing
Lending/Borrowing

Private & Confidential

Commodities

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

Equities & Prime Services

Fixed Income, Currencies,


Derivatives

Investment Banking | Core Products

Metals
Bullion
Iron
Others
Energy
Coal
Electricity
Crude Oil
Agricultural
Sugar
Wheat
Others
Environment
Weather
Carbon Credits

CAREERS | Opportunities

Careers In
Global
Network
Global Bulge Bracket and
Boutique Investment Banks

Specialized
Skills

PE Firms

Domain
Knowledge
Brokerage Firms

Domestic Banks

Financial
Analyst

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

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