Investment BankingProfessional Courses

Top 6 Investment Banking Training Programs With Placements

Do you have a knack for finance or any interest in banking? Then this article is for you. This article covers the entire process involved in becoming an investment banker. Besides, Investment bankers are highly skilled finance professionals who offer financial services to various sectors like businesses, government, investors, etc. Moreover, this article will mention in real detail the investment banking training programs provided by different reputed institutions.

An investment banker’s main job is to raise capital for stocks, give securities, negotiate mergers, and issue debts. They act as mediators between buyers and investors, laying down the procedure of dealing between both parties.

Investment bankers perform several duties in dealing with financial institutions, including making financial decisions, reviewing, and analyzing market reports, and much more.

What is Investment Banking?

Investment banking is a small part of the whole banking operations that monitor investments made as a service to individuals or big corporations. This banking sector is responsible for conducting big complicated financial transactions like mergers or initial public offering underwriting. They act as a bridge between investors and security providers.

Investment banking has several different roles as a financial institution like proprietary trading, mergers advisory, and acquisition advisory which helps provide finance for buying assets, settling acquisitions, and providing IPO support.

How Does Investment Banking Work?

Let’s suppose there is a company with the name ABCD that has shown interest in buying another company called XYZ. However, the intricacies involved in such purchase is extremely high due to the ever-changing money flow and fluctuations in the stock market.

consequently, it creates a scenario where a deal breaker is required to establish an agreeable contract between both parties and this is how investment banking comes into the space.

This sector will access the value of XYZ company and prepare the necessary documents for ABCD to execute the contract while the investment banking from the side of XYZ will try to help their customer get a bigger deal size to be able to earn more commission.

Several investment banking sectors include Bank of America, JP Morgan, Citigroup investment banking, Deutsche Bank, and others.

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Who is an Investment Banker?

An investment banker is a highly skilled finance professional who is employed by a related bank. Their main job is to offer financial services to various sectors like businesses, government, investors, etc., and are employed by large firms, corporations, banks, and mutual fund companies.

The basic purpose of their employment is to raise capital for stocks, give securities, negotiate mergers, and issue debts. Besides this, an investment banker acts as a mediator between buyers and investors laying down the procedure of dealing between both parties like how to issue bonds, when to issue, and at what price.

In short, it can be said they assist the whole contract with their financial knowledge. Their financial guidance helps the investor in purchasing the right assets and their potential applications do not just stop here but include a variety of topics like loans, crediting, debiting, banking, etc. Moreover, an individual can work as an investment banker by doing an MBA in finance.

Role of an Investment Banker

Investment banker performs several duties in dealing with financial institutions. There are teams with different job roles that handle industry or a particular market area and often consist of managing directors, associates, vice presidents, analysts, etc.

This profession demands quite an effort due to its changing work schedules and overtime making it a quite stressful job. Here are some duties of an investment banker mentioned below:

  • They tend to make financial decisions and review and analyze market reports to attain important related information.
  • They forecast business success by constructing business models, computing financial metrics, and performing various other evaluations.
  • Spotting potential risks related to the investing environment, various projects undertaken by the related customers
  • Documents involving research papers, transaction documentation, reports, and pitchbooks are revised, edited, and written by the associated groups
  • An investment banker is involved in raising public or private funds by issuing security, bond underwriting, debt sale or equity, etc.
  • They help in getting acquisitions and arrange mergers to reap benefits for their clients.
  • They provide advice in dealing with initial public offerings and providing security to enterprises.
  • These parties made sure the abiding rules formed by respected govt institutions were adhered to and followed.

Career Opportunities in the Life of an Investment Banker

  • Teller

Tellers are professionals involved in aiding specific financial services like accepting deposits, answering phone calls, or assisting customers using bank accounts or other services. These are basic services that the teller provides. Moreover, tellers are the first professionals that a customer is most likely to interact with for basic needs as mentioned above. Such professionals require good communication skills due to the nature of their job.

  • Client Associate

Client associates are the professionals who handle customer-related queries and perform clerical tasks in bank and investment offices. They perform administrative tasks like money movement tracking, making forms, tracking transactions, etc.

  • Banker

These professionals handle an organization or business clients. The banker typically manages investment portfolios which include operating assets and makes changes to them. Besides they help clients in managing their accounts and find solutions as per their needs.

  • Branch Manager

The branch manager handles the bank’s operations or also participates in other firm’s financial tasks. Besides, the branch manager supervises employees alongside holding training and mentoring. They manage customer service which involves assisting customers related to financial planning or related doubts.

  • Financial Associate

Financial advisors guide new clients through the complexities of financial products and services by recommending the most beneficial options based on the client’s specific needs. They provide support and expert opinion in investment portfolios, analyze market trends, and help in finding growth opportunities.

Moreover, they help in making retirement plans. Alongside their comprehensive knowledge of various financial products and banking services, they also help clients make informed decisions about their finances.

  • Financial Analyst

Here employee manages a company’s financial performance by studying and analyzing the market trends and making required changes. Financial analysts play a vital role in organizations and firms. They provide advice on mergers and acquisitions and forecast market growth to improve a company’s financial health.

  • Portfolio Analyst

Portfolio analysts analyze and evaluate the stocks to help companies manage their performance. This kind of professionalism seeks continuous research to keep knowledge of daily trends which makes it quite a hectic job.

These employees are expected to provide adequate and right information timely. By doing so, they can identify potential risks and opportunities that may affect the stock’s performance. So basically, a portfolio analyst makes informed decisions regarding stock value in the market by meticulously studying the trends.

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Financial advisor as the name suggests gives financial advice to clients. These professionals are experts in creating strategies and portfolios to help their clients with the ever-changing trends of the market.

They work for families, individuals, and firms to create financial plans as per their aspirations and circumstances. So, it can be said that a financial advisor helps individuals or firms understand the complicated financial landscape to help them with their investments.

  • Investment banking analyst

Investment banking analysts make capital for individuals or businesses by selling equity or issuing debt. issuing debt and selling equity, investment banking analysts raise capital for businesses and individuals.

Overseeing mergers, researching, and helping in the preparation of legal as well as financial documents that relate to their transactions. They do research And Review Financial Information and Market Trends.

Deals are reviewed by these financial models to determine profitably and create them. Merger-and-acquisition, IPO supervising, and private-equity settlements are overseen by them.

  • Financial planner

A financial planner is a professional who assists clients in creating and executing personalized financial plans. A financial planner is a person who is trained and certified to assist individuals in developing and implementing their financial plans.

Such people have an extensive background in accounting, finance, and communication, which enables them to advise on investment or budgeting.

They work hand in hand with their clients to appreciate their financial goals and objectives and guide them on how to develop and maintain a diversified portfolio of investments.

They also analyze the market trends and make decisions regarding risk mitigation for the benefit of their clients. Generally, financial planners are tasked with helping individuals as well as businesses achieve economic security.

  • Equity analyst

Equity analysts analyze the value of stock of a company and also monitor the trends of stock prices in the market. The analysts of equity are responsible for analyzing a company’s stock value and tracking the changes in stock prices displayed by the company.

These people are almost like clairvoyants for their firms who can foresee increasing or plummeting values of shares. They also study the market to find out if any probable rivals could lead to poor performance or even make it impossible for this corporation to exist.

Their skills are very important to investors who want to make wise choices when buying or selling shares.

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  • Private equity associate

These professionals are generally for individuals who are hired by clients to help them with their financial plans. These professionals are usually individuals who are hired by clients to help them with their financial planning.

These employees create financial plans for their customers to buy stocks or put them in any firm. Their eyes remain on the market for chances of growth and they do not fail to update their customers.

Due to their wide knowledge of the industry and experience, they serve as a very important resource to clients seeking guidance on investments they want to make.

Qualities of a Successful Investment Banker         

A successful investment banker needs different types of skills to excel in banking, different companies or firms look for potential candidates with some surprising qualities that if known can put a candidate ahead in the competition. Below are some mentioned desired characteristics of an investment banker.

  • Intellect

it is one of the most desired qualities of a candidate applying for some highly reputed jobs like investment banking. A candidate’s proficiency in reasoning, mathematics, finances, and economics determines his likeliness of getting hired. Since academic knowledge and aptitude are extensively applied in this field, they are significant factors when shortlisting candidates.

  • Discipline

The media often highlights the high salaries of investment bankers but often overlooks the hard work, long hours, and self-discipline that are required to achieve such rewards. Investment bankers are professionals who work in a highly competitive and fast-paced environment.

From entry-level analysts to top-level managing directors, they are expected to perform under intense scrutiny and demanding situations. Their job involves analyzing financial data, identifying investment opportunities, and advising clients on investment strategies.

They must have a deep understanding of financial markets, corporate finance, and investment banking principles. In addition, they need to be able to work collaboratively with other team members, manage multiple projects simultaneously, and communicate effectively with clients and stakeholders.

Success in this field requires a combination of technical skills, analytical abilities, business acumen, and strong interpersonal skills. Diligence and hard work are essential qualities for success in this field.

  • Relationship-building Skills

It is well known that teamwork is far superior to the work done in aloofness. The intellect, creativity, perseverance, and ideas when coming together from different people build excellence in any type of domain.

However, such feats can only be achieved in the presence of a leader who binds the whole team with his empathic, friendly, and visionary attitude. Moreover, Good EQ is highly preferred among candidates as any enterprise needs to have a strong team to survive in such a competitive field.

Besides working independently does not reduce the importance of good EQ as a candidate needs to build a strong interpersonal relationship with his client to hold him for further business.

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Creativity is generally a highly regarded skill and is important in investment banking too. Candidates in investment banking or any finance sector generally scored higher than average.

Therefore, it is obvious that candidates with good creativity are generally preferred over the other competitors. Moreover, the employees in this field generally encounter difficult problems that sometimes require to be solved in unconventional ways making creativity an important factor in investment banking.

Investment Banking Training Programs

1. IIM SKILLS

IIM SKILLS is a prestigious online institute known for quality courses at a very affordable price. This academy also offers an Investment Banking Course that trains students professionally to attain excellence in their professional lives.

Their investment banking training programs provide a unique opportunity for interested candidates to receive guidance from highly experienced mentors. Students will be provided with practical-oriented assignments that would make them skilled professionals.

The pedagogy that is applied here by experienced mentors has a different approach focused mainly on gaining practical knowledge and excellent communication skills.

Moreover, the students will get access to the tools, assignments, and videos for two years and their skills will be evaluated consistently through countless assignments, tests, and quizzes during the duration of the course.

Enrolling in the investment banking training programs from IIM SKILLS is strongly recommended for candidates seeking to add a valuable and assertive accreditation to their CV or LinkedIn profile in the financial sector.

With its reputation, IIM SKILLS has become a well-known name in the industry, making its training programs an investment worth considering.

Course duration:  3 months

Course cost: Rs 39900

Course format: Online

 

2. IMAA

IMAA is at the pinnacle of providing quality education related to finance and investment banking training programs. It has gained an enormous reputation after producing successful investment bankers.

Besides, there are several requirements like an academic degree in the concerned area or a basic knowledge of finance is required to opt for the course. Moreover, the content provided is well compact and contains all the necessary tools involved in the learning of the related subject. This institute is on par with CFI.

Course duration: 30 hrs.

Course cost: $2990

Course format: online

 

3. JR Morgan & co

This reputable institution offers investment banking training programs to students to familiarize themselves with the industry. The institute is a leading institution in the field of finance due to its comprehensive and reliable courses that equip candidates with the required knowledge and skills.

The program is a 9-week virtual training that features 5 days of classroom instruction on various relevant topics, including valuation, Excel, finance models, and more.

The curriculum is designed to provide an in-depth understanding of investment banking necessary for a successful career in the field. Overall, this esteemed institution offers an excellent opportunity for individuals to enhance their capabilities in investment banking and advance their careers in the finance sector.

Course cost: not known

Course duration: 9-week program

Course format: online

 

4. M&A Science Academy

M&A Science Academy is a reputed institute that provides investment banking training programs for career excellence. Their course structure includes specialization in various sectors of investment banking like increasing a company’s brand value negotiating term sheets, modelling synergies, and more.

Participants are offered the excess to large clusters of resources to enhance productivity and learning efficiency. Moreover, the academy offers excellent opportunities and trains students to improve their efficiency.

Course duration: 100+ hours

Course cost: $ 175/month or $ 150/ yearly

Course format:  online

Thus, it can be concluded that this institute is a viable option for investment banking training programs.

 

5. Imarticus

Imarticus is a well-established institute known for its excellent investment banking training programs and other finance-related courses. This certification course is designed for those with a basic understanding of the related subject, seeking an accelerated certification.

It is offered in collaboration with the London Stock Exchange. Imarticus Learning’s CIBOP program is an industry-oriented program that imparts practical knowledge while giving in-depth theoretical knowledge of the desired course.

Besides, this institute offers both online and in-person choices to continue the course.

Course duration: 4 months

Course cost: Rs 65000-Rs 300000

Course format: online

 

6. NSE India

NSE India is a well-respected institution that offers investment banking training programs alongside the preparation of CFA level 1 which comes under this course.

The training programs offered by NSE India are designed to equip learners with the skills, knowledge, and expertise that are necessary to succeed in the fast-paced and ever-evolving world of finance.

From in-depth lectures and practical workshops to real-world case studies and simulations, NSE India’s programs are tailored to provide a well-rounded learning experience to its students.

Through its world-class faculty and incredible facilities, NSE India ensures that learners receive the best possible training that enables them to excel in their careers.

Course duration: 1 year

Course cost: Rs75000-Rs 80000

Course format: online

All these institutes have maintained a great record in producing candidates with great skills and proficiency who get hired by respected firms. Therefore, a candidate can choose from any of the investment banking training programs from the above-mentioned reputed institutes.

FAQs: Investment Banking Training Programs

Q. How do I train for investment banking?

A candidate can train for investment banking by earning an undergraduate degree in finance or business followed by doing an MBA from a reputed institute. This path is straightforward and will make the candidate more than eligible for the position of investment banking. Otherwise, several online platforms are teaching and offering investment banking training programs that train students for investment banking.

Q. What are the best investment banking training programs?

Investment banking is a lucrative and well-respected career that offers various opportunities and a lavishing lifestyle to the employees. However, getting a position as an investment banker in a respected firm involves a lot of grind and determination. However, a determined person can easily sail through the hurdles present in the preparation of the investment banker. Besides, the courses mentioned above are some of the best and have been successful in giving the desired results by producing the candidates for the position of investment banker. The above institute provides investment banking training programs that prepare candidates effectively for a real-time job.

Q. Do investment bankers get paid well?

Yes, investment bankers earn high salaries on average. However, these employees work in high-stress environments for long hours. By taking the investment banking training programs, a candidate increases his chances to the high percentage of earning better than an average earner.

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