As the global economy is recovering from the COVID-19 pandemic and with the progress in technology, the financial market has become more complex. This has transformed the scenario of investment banking operations. By issuing securities, investment banks advise various companies and governments to raise their funds and assets by helping them make crucial decisions about their financial strategies and investments. Investment banking operations also contribute to the stability of financial markets. In short, investment banking operations are crucial for the economic growth, stability, and overall development of the global economy. Hence investment banking operations courses are on the rise due to the increase in the demand for investment bankers in the market.
Demand for Investment Banking Operations Courses
Investment bankers are highly paid professionals who are in high demand as they provide financial advice to organizations, companies, and governments to raise their funds by helping them to make initial public offerings (IPOs), private placements, and other financial options by strategic financial decisions.
They also advise their clients to manage financial risks by steering complex transactions and coming up with innovative solutions. They also help their clients to manage financial risks through financial tools.
They have specialized knowledge and skills to help their clients expand their businesses and grow. They have the required skills and knowledge to handle complex financial transactions. With the rising demand for investment bankers in the market, various institutions are now offering Investment Banking Operations Courses both in offline and online mode.
Must check out the highly ranked:
- Investment Banking Courses in India
- Online Investment Banking Courses
- Investment Banking Courses with Placements
Future of Investment Banking Operations Courses
Amidst shifting market dynamics and the socio-economic impact of the global COVID-19 pandemic, pricing pressure, evolving financial pressure, rapid technology advances, and a shift to remote working arrangements, the investment banking industry is facing many challenges and disruptions in its acceleration. In such a tough scenario, investment banking will have to transition from an existing service model into 2 broker archetypes:
- Client capturers- Focus on front office functions
- Flow players- Focuses on middle office functions.
Due to workforce and workplace evolution, organizations need to revise their current business models to prioritize client centricity.
Hence to reconstruct the future of investment banks in the future, organizations must develop and acquire digital technologies to engage with their customers in a better way and reduce market competitiveness. With emerging technologies, new business models, and ever-changing expectations from customers, banks need to put strategies in place to prepare for banking in the future.
Hence investment banking operations courses are in high demand and finance and commerce graduates are showing their interest in taking up the course.
Dig in here to find the most trusted:
- Investment Banking Courses in Delhi
- Investment Banking Courses in Hyderabad
- Investment Banking Courses in Mumbai
- Investment Banking Courses in Bangalore
- Investment Banking Courses in Noida
- Investment Banking Courses in Pune
Types of Career Options in Investment Banking Operations
Following are the career options that the candidates can choose from after the completion of their investment banking operations courses:
Bankers have a piece of extensive knowledge of investments. They have many responsibilities like managing accounts and discussing the needs of their clients. They also arrange meetings with their clients and offer their advice and might also design financial portfolios as per their needs. They handle and manage the business as well as private clients of an organization. They also pass loans and approve larger transactions of money for their clients.
Salary- The average salary of a banker is about USD 49,927 per annum.
Financial analysts typically work for banks, consulting firms, and mutual funds to evaluate market trends and make recommendations for their clients based on their market research. They help firms to maintain their financial health by generating a financial statement budget for their clients.
They also evaluate investment opportunities like stocks or bonds to make recommendations based on their potential returns and risks. They also assess factors such as economic conditions, market volatility, and industry trends to help their clients make important investment decisions.
Salary-Average salary of a financial analyst is about USD 70,332 per annum.
The main responsibility of a financial planner is to help their clients plan and manage their finances. They research market trends and present investment strategies to prepare financial policy. Their role also includes the development and execution of investment strategies.
They help their clients to create a budget and plan to achieve long-term financial stability. They guide their clients to have control over their income, expenses, and investments and develop a retirement plan. They can also help clients set up bank accounts, manage risk, and choose an investment portfolio.
Salary- The average salary of a financial planner is about USD 75,351 per annum.
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An equity analyst must research current market trends and gather the company’s competitors’ financial information to determine their investment potential merges and sales. They also work on reviewing their client’s financial position and determine their worth.
Based on their research and stock markets, they identify and evaluate risks and they make recommendations to their clients and investors that could affect their stock value. They estimate the future growth potential of a company.
Salary- The average salary of an equity analyst is about USD 88,103 per annum.
A bank teller handles the financial transactions in a bank like deposits, withdrawals, cheque cashing, etc. They provide information to the customers about their accounts to assist with their financial needs, and account inquiries and guide them appropriately about bank services. They identify opportunities to refer customers to specialized banking services. They utilize the latest technology for managing records and processing transactions.
Their role is also to provide a better banking experience by communicating effectively with their customers as well as colleagues. They manage and hand out various currencies to ensure adherence to currency regulations. They cling to security measures to prevent fraud and unauthorized transactions.
Salary- The average salary of a bank teller is about USD 35,656 per annum.
Investment Banking Analyst
An investment banking analyst creates detailed financial models to analyze large sets of financial data for supporting investment strategies and forecasting the financial performance of companies. They aid in devising pitch books and presentations to attract clients or secure deals. One of their major roles is to build and maintain relationships with clients.
An important part of their job is communication. They collect information by communicating with their clients, stakeholders, and team members to provide updates on ongoing projects. They assess an organization’s financial conditions and performance. They also provide support for their team members in the execution of financial transactions.
Salary- The average salary of an investment banking analyst is about USD 102,721 per annum.
The primary job of a portfolio analyst is to evaluate and analyze a company’s portfolio of stocks. They are responsible for assessing the risks associated with the portfolio of their clients. They focus on the analysis of potential stock purchases. They have a deep understanding of market dynamics and analytical skills.
They are always well-informed about market conditions and industry trends. They analyze and manage the portfolios of their clients effectively by using various financial tools and software. The responsibilities of a portfolio analyst are to develop graphics and reports for higher executive management. They also conduct meetings with clients and management.
Salary- The average salary of a portfolio analyst is about USD 72555 per annum.
The responsibilities of a client associate include account management, client communication, and operating inquiries which guarantee the client’s fulfillment. They also manage the clients’ accounts including financial transactions and keep the records precisely.
They are also involved in market research and analysis to support client portfolios. They support overall client service and satisfaction. They guide clients for account setup and require documentation. Preparation and organizing required paperwork, contacts, and reports related to clients’ accounts is also a part of the job.
They provide updates to the clients and address inquiries to ensure that their needs are met. They create and produce reports and databases to assist the sales team of the company. Their role also is to develop relations with present and potential clients.
Salary- The average salary of a client associate is about USD 48,683 per annum.
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The responsibility of a branch manager is to manage the daily operations of a bank or any other financial institution. They are responsible for setting up training and supervision of all employees of their branch. They make sure that all customers receive high-quality customer service and assistance.
They oversee branch operations, manage staff, meet financial goals, and provide better services to customers. They are responsible for maintaining a positive branch environment by addressing issues and challenges instantaneously.
They take care of the branch’s presence and reputation by establishing relationships with community leaders, local businesses, and other stakeholders. They facilitate advanced staff training to improve their skills and knowledge.
Financial management is also a key role of a branch manager which includes monitoring and managing the branch budget by controlling expenses and working towards achieving profitable goals.
Salary- The average salary of a client associate is about USD 64,436 per annum.
Private Equity Associate
Their role is to assist clients to identify and evaluate potential investment opportunities. For this, they need to research industries and market trends. They build intricate financial models to evaluate investment returns, risks, and potential outcomes.
They set sales targets, promote services, attract new customers, and retain existing ones. They assess the value of companies through different valuation methods such as discounted cash flow (DCF) analysis and comparable company analysis (CCA). They also participate in the development and execution of exit strategies for portfolio investments.
Salary- The average salary of a private equity associate is about USD 118,387 per annum.
Must check the best Investment Banking Courses in the World
Top 6 Places Where You Can Learn Investment Banking Operations Courses
1. IIM SKILLS
IIM SKILLS is the world’s fastest growing ed-tech company which originated after the foundation of a successful educational blog. It is one of the world’s leading online Educational Services Institutions.
The content writing industry was completely transformed after the Content Writing Master Course was introduced to them.
Their mission is to provide world-class education at affordable prices through live online and self-paced learning programs. The programs are led by industry experts who have 12+ years of experience.
Course Name- Investment Banking Course
The Investment Banking Certification Course by IIM SKILLS is recognized by MSME Govt. of India. We highly recommend the investment banking operations courses by IIM SKILLS.
It is one of the extensive investment banking operations courses which is designed by investment banking experts, arranging every topic from basic to advanced levels. This course helps the candidates develop the required investment banking skills and provides a solid foundation in investment banking concepts which is set to display in their resume.
This course curriculum is entirely focused on making each candidate job-ready as soon as they complete the course. This course is one of the best banking investment courses in India which gives its candidates an opportunity for a bright and successful career.
This course is suitable for both beginners and experienced professionals to upgrade their skills in investment banking.
Module 1: (4-6 hours)
- Module 2: (8 hours)
- Module 3: (4-5 hours)
Fundamentals of Financial System and Market
- Module 4: (2-3 hours)
- Module 5: (3-4 hours)
Technicals of investment banking
- Module 6: (6-8 hours)
Different marketing collaterals
- Module 7: (8 hours)
Technicals of Finance Modelling
- Module 8: (4 hours)
Course Fee- INR 39,900 + 18% GST
Phone: +91 9580740740
Email: [email protected]
- 3 months of full-fledged online classes led by instructors
- 70+ hours lectures (50+ hours of training plus 20+ hours of doubt solving sessions)
2 hours every Saturday and Sunday
- Master Course Certification
- Live instructor-led training
- Lifetime support
- Guaranteed internship
- Interview and resume preparation
- 20+ hours of sessions of doubt solving
- Capstone projects
- 5+ case studies
- 100% job support
- Graduates with having commerce or finance background
- Readiness to work in the investment banking industry
- Basic knowledge of finance and statistics
Other Professional Courses from IIM SKILLS
- Financial Modeling Course
- Digital Marketing Course
- GST Certification Course
- BAT Course
- Data Analytics Course
2. IIM Indore
Investment banks act as agents/underwriters in the issuance of securities to raise capital for corporations and governments. They act as intermediaries between fund-seeking companies and investment-seeking investors.
At IIM Indore, highly experienced professionals will be equipped with the knowledge and necessary skills to handle a variety of investment banking roles and responsibilities like security valuation, asset management, and derivatives instruments to help investors attain specific investment goals.
The Post Graduate Certificate Program in Investment Banking (PDCPIB) at IIM Indore gives exposure to their participants on other aspects of investment banking such as mergers and acquisitions, investments, investment advisory, and portfolio management.
Course Name- Post-Graduate Certificate Program in Investment Banking (PGCPIB)
The Post Graduate Certificate Program in Investment Banking offered by IIM Indore is a contemporary IB program that can be taken up by participants from any stream. This course has a well-structured curriculum to impart concepts and real-life applications in finance, commerce, and investment banking. After completion of the course, the participants will achieve Executive Education Alumni Status by IIM Indore.
- Financial reporting
- Analysis and valuation
- Module 2: Financial management
- Module 3: Investment and Portfolio Management
- Module 4: Investment Banking 1*
- Module 5: Investment baking 2*
- Module 6: Mergers and Acquisitions*
- Module 7: Options, futures and derivatives*
- Module 8: Economic environment
- Module 9: Spreadsheet modelling for finance
- Module 10: Industry lecture
*Courses are subject to change
Course fee- INR 4,00,000
- Phone: +91 731-2439666
- Fax: +91 731-2439800
1 hour 15 minutes class every Saturday
- Contemporary investment banking program for candidates from any stream
- Structural curriculum to impart concepts of finance and investment
- Campus immersion module of 5 days
- IIM Indore alumni status
Diploma (10+2+3) or Bachelor’s Degree or equivalent (10+2+3 or 10+2+4) or 2 years Master’s Degree from a recognized university (UGC/AICT/DEC/AIU/State Govt.) in any discipline with a minimum 50% aggregate mark of all the years.
- Other courses offered by IIM Indore-
- Post-graduate program in management (PGP)
- Fellow program in management (FPM)
3. NSE India
The National Stock Exchange of India (NSE) serves as an important platform for trading in equities and other financial instruments. It was established in 1992 and plays a pivotal role in India’s financial markets. A wide range of products and services is offered by NSE which contributes to the growth of the Indian economy and financial sector.
Course name- Financial Planning, banking, and investment management
The financial planning, banking, and investment banking operations courses offered by NSE India will help hone the skills of the learners in financial planning, investment and wealth management, financial instruments, and communication skills.
All modules of their course are designed for an easy and better understanding of all the subjects and help the learners make judicious decisions regarding financial product selection (stock, bonds, mutual funds, etc), wealth planning, and analysis.
This course also covers an interesting 5-hour module on the “speaking effectively” module required to make an impression at a job interview. The “speaking effectively” module will teach the learners the secrets of public speaking.
- Module 1-Skills of financial planning
- Module 2-Investment and wealth management and communication skills
- Module 3-Critical market fundamentals
- Module 4-Technical analysis
- Module 5-Wealth management, banking and derivatives
Course fee- INR 5499 + GST
- Phone- +91 9372500961 / +91 7738732297
Self-paced learning of 75+ hours
- Self-paced learning
- 75+ hours of course duration
- 10 courses
- 10 LinkedIn shareable certificates
- Chapter-wise self-evaluation
- Access from mobile and web
- Earn additional digital badges
- Other courses offered by NSE India-
- Financial technology and data analytics
- Investment strategies for financial markets
- Derivatives trading and strategies
- The foundation of capital market investing
- Corporate finance, bond markets, banking investment, and wealth management
4. BSE Institute
The BSE Institute provides a variety of courses and programs in stock markets and finance technology. It is linked with the Bombay Stock Exchange (BSE) which is a premier institution for financial education and training in India.
After taking the course, the candidate is equipped with the expertise and skills required through real-time case studies to succeed in the financial sector by having hands-on training experiences. After graduating, the candidates are well-prepared for varied roles in investment banking.
Course name- Certificate Programme in Investment Banking Operations
BSE Institute Ltd. offers a certificate program in investment banking operations CPIBIO, which is an interactive online course of 7 months. This course provides expertise in global investment banking, financial markets, and risk management.
Investment banking is a branch of banking that assists people, organizations, companies, and governments in raising funds and offers them financial consulting services.
After completion of this course, students will be completely equipped to enter the challenging banking business of its extensive curriculum and the industry expert faculty’s hands-on teaching methods.
- Module 1: Financial markets
- Module 2: Investment banking
- Module 3: Risk management
Course fee- INR 72,552 + GST
- Phone: +1800229030
- 300+ world-class practitioners as faculty members
- Trainers and coaches are experts in their fields of study
- Coaches’ guidance with their intensive knowledge and industry experience and teaching methodology
- Cutting-edge curriculum
- Hands-on learning design
- Globally recognized certifications
- Gateway to international opportunities
- Iconic campus
Other Courses Offered by BSE Institute-
- BBA In finance markets (SNU)
- BMS in capital markets (MU)
- BBA in capital markets (SBU)
- BBA in banking and financial services (MAKAUT, CCPTR)
- BSc in finance (Homibhaba)
- BSc in data science (Homibhaba)
5. The WallStreet School
The Wall Street School (TWSS) is a well-recognized training institute in the field of finance and accounting training. This company was founded in the year 2009 to provide high-quality practical training. The Wall Street School ranks in the list of top investment banking operations courses.
All of the faculty members are highly experienced and have worked in top global investment banks and various consulting and valuation advisory firms. TWSS is highly valued by the students for its top-quality training, placement, and support, and also values their commitment, dedication, and unending support.
Course name- Investment Banking Course
TWSS is one of the most recognized and reputed training institutes in the domain of finance & accounting training with a clear aim to provide quality practical training. It has trained more than 25,000 candidates across the globe through its classroom, live online programs, and self-paced learning programs.
All the faculty members have experience working in top global investment banks and consulting and valuation advisory firms. TWSS dedicates itself to providing top-quality training, and placement support to its students who value them for their commitment and dedication.
- Module 1- Basic to intermediate Excel
- Module 2- Advanced Excel and PowerPoint
- Module 3- Basic finance concepts
- Module 5- Comparable company analysis
- Module 6- Precedent transaction analysis
- Module 7- Discounted cash flow valuation
- Module 8- Merger model
- Module 9- Leveraged buyout
- Module 10- Mock interviews and resume edits
Course fee- INR 23,500 + GST
- Phone- +91-9953729651
Batches are available in both full-time and weekend modes
- Online self-study
- Placement assistance
- Experiential learning
Graduates, Engineers, Finance students
Other Courses Offered by TWSS-
- Financial Modelling certification course
- Finance and Accounting certification course
- Financial Modeling and valuation course
6. Imarticus Learning
Imarticus Learning is a professional ed-tech firm that offers learning programs in financial services, business analytics change management, and many other courses. It was founded in 2012. It has partnered with firms such as Genpact, EY, and IBM among many others.
Their clients include Infosys, HSBC, KPMG, Accenture, Goldman Sachs, and HDFC Bank. It also provides sourcing, training, and skill development for over 120 firms. Undoubtedly, Imarticus is rated as its best investment banking course.
Course name- Certified Investment Banking Operations Professionals
Imarticus Learning is focused on giving its candidates an integrated learning experience. With their one-of-a-kind career support services to their candidates, they help them to take a step in their career with a renowned perspective. The candidates get access to over 500+ placement partners and explore unlimited opportunities.
- Module 1- Introduction to Investment Banking
- Module 2- Reconciliation
- Module 3- Risk management and regulatory environment
- Module 4- Anti-money laundering KYC
- Module 5- Job Interview Readiness
- Course fee- INR 1,40,000
- Phone- +91-9953578090
Course duration- 2 months (150 hours)
Weekdays and weekends
- 100% job assurance
- Extensive career support
- Industry-recognized certification
- Job specific skills
- Live training modules
- Experiential learning
Graduates having commerce and finance background
Other Courses Offered by Imarticus Learning-
- Post-graduate program in data science and analytics
- Certified management accountant USA
- Post-graduate financial analysis program
- ISB Chief Financial Officer program
- Full stack developer PRO
Frequently Asked Questions (FAQs):
1. Who is eligible to pursue the Investment Banking Operations courses?
Any candidate with 50% marks in the 12th standard of any discipline can pursue a diploma in banking courses. However, a candidate with 50% marks in graduation from a commerce background from a government-recognized university can pursue PG Diploma in Investment Banking operations courses.
2. Which post-graduation course is best for the Investment Banking Operations courses?
There are many institutes that offer investment banking operations courses in India. Some of the best institutes that offer investment banking operations courses with placements are IIM SKILLS, IIM Indore, NSE India, BSE Institute, Imarticus, The Wall Street School, Edubridge, etc.
3. Which degree is the best for Investment Banking in India?
The best degree for Investment Banking in India is an MBA in Finance. Investment bankers prefer MBA Finance as the top candidate’s profile over other profiles. MBA Finance is the best as it teaches the students all the disciplines required in the investment banking domain including finance, accounting, marketing, and financial analysis.
The above-mentioned 6 courses in the article ‘Investment Banking Operations Courses’ offer a multitude of courses. Each of them is designed to serve various goals and skill levels. The top 6 courses in this article provide in-depth knowledge of operations, financial modeling, and investment banking operations courses. While selecting the optional course, you should consider your career goals, course content, and industry recognition. Choose wisely before you start the fulfilling journey in the world of investment banking.