Introduction to a Career in Finance

7/25/2019 Introduction to a Career in Finance

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Beta Series on FinanceThe Journey Begins...


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Why SHOULD you want a career

in Finance?


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Because

It is a high-impact job

It is a high return, high risk occupation

It i!! cha!!enge you on a constant basis "rare!y is your ork boring###

It is a pro$ession hich keeps you on the

cutting e%ge - an% ob&ious!y, there is money " !ots o$

it###


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Why SHOULD you NOT want a

careerin Finance?


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Because

It is a high risk high return pro$ession

It is a pro$ession hich gi&es you &ery $e

secon% chances 'ou ou!% pre$er a re!a(e% !i$esty!e "!i$e

in )nancia! ser&ices can be crue!!yintense#

'ou think there is better use to yourcreati&e e%ge than using your ingenuityto engineer cash *os


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+!earing the air. a bit#

I am goo% ith numbers. Is it not ob&ious thata career in )nance is i%ea! $or me

Maybe, but not necessarily!!!

Finance is not a pro$ession hich a!!os you toe(press your creati&ity

Disaree

I enjoy marketing courses a !ot. I %ont think Iam cut out $or )nance

We thin you are cra"y!!!


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+!earing the air. a bit#

Finance is another name $or rocket science

F#$ %ui""es are no indication o& your 'ros'ects in Finance

I ha&e no re!e&ant ork e(perience, neither ha&e I

appeare% $or +F/0+F1/B+/23F/45I an% I am not $roma commerce/economics backgroun%. I %o not think I cancompete $or Finance ro!es

(ust loo at Tea) *eta!!!

I %ont !ike marketing an% I %ont ha&e the $amousspike in my resume re6uire% $or consu!ting. 5ence,)nancehere I come###

Dude+you are in bi trouble!


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5o %oes an in&estmentbank ork

Chinese Wall

PUBLICCOMPANIES

Clients Seeking CapitalIntermediary Directing !acilitating the !l"# "$ Capital In%est"rs With Capital

ME&C'AN(BAN)IN*

(raditi"nal Pri%ateE+,ity !,nd

&eal Estate Pri%ateE+,ity !,nd

In$rastr,ct,re!,nd

IN-ES(MEN( MANA*EMEN(.Pri%ate Wealth Asset Management/

IN-ES(MEN( BAN)IN*

Ad%is"ry*r",ps

C",ntry(eams

Ind,stry(eams

!inancing*r",p

De0t Pr"d,ct*r",ps

E+,ityPr"d,ct*r",ps

Deri%ati%es

MA&)E(S

Sales(rading

Strategy

Str,ct,ring

*LOBAL IN-ES(MEN( &ESEA&C'

Operati"ns1 (echn"l"gy2 !inance

3Incl,ding Ser%ices

',man CapitalManagement

LegalManagementC"mpliance C"ntr"ls

*O-E&NMEN( 2A*ENCIES

P&I-A(ECOMPANIES

INS(I(U(IONALIN-ES(O&S

*O-E&NMEN(S2 A*ENCIES

&E(AILIN-ES(O&S

E4g4 5 &eliance

E4g4 Unlisted

C"mpanies

E4g4 Delhi Metr"

3.g. I+I+I 1utua! Fun%.

E4g4 6", and Me

E4g4 LIC


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7o!es in Finance


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7o!es in Finance

+apita! 1arkets

In&estment Banking 2i&ision

+orporate Finance

8enture +apita! 9 :ri&ate 36uity

:ri&ate ;ea!th 1anagement

Insurance

Finance in Socia! Businesses


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+apita! 1arkets

Sa!es

Structuring

Tra%ing 7esearch

Sa!es-tra%ing


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Tra%ing

1arketmaking

:ro&i%ing no!e%ge

0etorking

W"rk &e+,ired Skill Set


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Sa!es

:ro&i%e c!ients $ortra%ers

:itch tra%e i%eas an%research

Bui!% c!ient re!ationships

Interact ith c!ients to

i%enti$y their nee%s Fu!)!! c!ient re6uests $or

market up%ates an%prices

3(ce!!entcommunication ski!!s

?utgoing persona!ity bi!ity to think on your

$eet

Basic pro%uct

kno!e%ge



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Sa!es Tra%ing

2ua! ro!e o$ sa!es an%tra%er

Tra%es sma!!er b!ockso$ securities

Initiates ca!! to c!ients

4oo% communicationski!!s

=n%erstan%ing o$market e&ents

=n%erstan%ing o$speci)c processes at

e(changes

na!ytica! ski!!s

:ro%uct >no!e%ge



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Structuring

+reate customi@e%

in&estment pro%ucts base%

on

+!ient nee%s

1arket con%itions

:ro&i%e risk management

so!utions to c!ients

1o%e!ing an% back-testingo$ $rameork


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7esearch

na!y@e market e&ents

Stay on top o$ market

e&ents/ companies 2e&ise tra%ing

strategies "buy/se!!/ho!%

+on&ince sa!espeop!e /buy-si%e c!ients

Bran% bui!%ing o$ )rm

na!ytica! ski!!s

0umber crunching

abi!ity

In-%epth kno!e%geo$ Sector/:ro%uct

Sa!es ski!!s

bi!ity to rea%through nes9e&ents



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:reparation

1arket>no!e%g

e

7ea%ingFinancia!:ressFo!!okeymarketin%icators!ikeS30S3G,no!e%g

e

+oursesto$o!!o-Financia!1arkets,F7.,1+,1acroeconomicsBooksto$o!!o"Brea!ey1yers,5u!! Beta/:!acecommrepository

Juantitati&e.ptitu%e :racticepu@@!es,agoo%source-5ear%ontheStreet


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In&estment Banking2i&ision

1ergers 9

c6uisitions

36uity

+apita!1arkets

2ebt

+apita!

1arkets

For a!! sectors" Te!ecom, 7ea!3state, uto


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In&estment Banking2i&ision

+apita! 7aising

I:?/F:?, 2ebt

19 %&isory

In&estment a%&isory

:itching potentia!

opportunities to :3 )rms

Financia! %&isory

:itching potentia! %ea!s to

corporations

7estructuring/ 2istresse%

Sa!e

ttention to %etai!s

>no!e%ge o$ +orporate

Finance 4oo% presentation ski!!s

:ro)ciency in 3(ce!

;ork e!! un%er stress

bi!ity to netorkinterna!!y an% e(terna!!y



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:reparation

Sector>no!e%g

eIn%epthin$ormationaboutC-Dsectors>eyparameters!ikegroth%ri&ers,re&enue%ri&ersan%cost%ri&ers=p%ateabouthappeningsinthe!ast$emonths

2ea!>no!e%g

e

>no!e%geaboutkey19.%ea!san%I:?oEerings=n%erstan%ingabout&a!uationan%$un%ingstructureaboutsuch%ea!s7ea%ingFinancia!:ressSourceA8+circ!e,2ea!curry,nespaper

Technica!>no!e%g

e

>no!e%geo$%iEerent&a!uationtechni6uesan%theirusage5ighcom$ort!e&e!inun%erstan%ingaccountingKF7.LSourceAB3T.731s,:


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+orporate Finance

:er$ormancemanagement an%

contro! Business initiati&es

an% projects

Treasury an% $un%

management +apita! raising

Statutory comp!iance

+omprehensi&eun%erstan%ing o$

concepts o$ corporate)nance

+!ear grasp o$ businessinsights

;orking kno!e%ge o$+omp!iance matters

7e!ationshipmanagement an%

netorking ski!!s



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:reparation


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8enture +apita! an%:ri&ate 36uity

:ri&ate e6uity is money in&este% incompanies that are not pub!ic!y tra%e%


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8enture +apita! an%:ri&ate 36uity

Fin% in&estmentopportunities

:ick companies toin&est in

0egotiate %ea!s

1onitor an% a%&ice

in&este% companies

na!ytica! ski!!s

0etorking

Team p!ayer

4oo% +ommunicationski!!s

>no!e%ge in a!!

business areas an% notjust )nance



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:reparation


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:ri&ate ;ea!th1anagement " Sa!es

7o!e Fre6uent interaction

ith c!ients

no!e%ge o$ &ariousasset c!asses an%in&estment pro%ucts


:ri&ate ;ea!th


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:ri&ate ;ea!th1anagement "

In&estments 7o!e 2esigning

customi@e% pro%ucts

$or the c!ients such asStructure% 0otes

Inc!u%es c!ient

interaction


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:reparation

>no!e%ge o$ 2iEerent sset +!asses

:ros an% cons o$ in&esting in %iEerent assetc!asses

:ort$o!io Theory

Soun% kno!e%ge o$ %eri&ati&e pro%ucts

>no!e%ge o$ +urrent 1arket Tren%s

+urrent yie!%s o$ &arious in&estment pro%ucts Basic i%ea o$ regu!ations aroun% &arious

pro%ucts

0e pro%ucts coming into the markets


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Insurance - In&estments%i&ision

In&estments constraine%to 36uity an% 4o&ernment

%ebt instruments

+reating in&estmentstrategies

na!ysis o$ market %ata

na!ysis o$ speci)c sectors

na!ytica! an%uantitati&e ski!!s

3(ce! ski!!s Basic un%erstan%ing o$

markets


:reparation A Simi!ar to that o$ capita! markets.


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Finance in Socia!Businesses

Interme%iaries in 1icro)nance :ro&i%ing

Documents

Introduction to a Career in Finance