Introduction to a Career in Finance
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Transcript of 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
$eet
Basic pro%uct
kno!e%ge
W"rk &e+,ired Skill Set
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Sa!es Tra%ing
2ua! ro!e o$ 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
W"rk &e+,ired Skill Set
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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
W"rk &e+,ired Skill Set
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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
W"rk &e+,ired Skill Set
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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$+omp!iance matters
7e!ationshipmanagement an%
netorking ski!!s
W"rk &e+,ired Skill Set
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:reparation
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8enture +apita! an%:ri&ate 36uity
:ri&ate e6uity is money in&este% incompanies that are not pub!ic!y tra%e%
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8enture +apita! an%:ri&ate 36uity
Fin% in&estmentopportunities
:ick companies toin&est in
0egotiate %ea!s
1onitor an% a%&ice
in&este% companies
na!ytica! ski!!s
0etorking
Team p!ayer
4oo% +ommunicationski!!s
>no!e%ge in a!!
business areas an% notjust )nance
W"rk &e+,ired Skill Set
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:reparation
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:ri&ate ;ea!th1anagement " Sa!es
7o!e Fre6uent interaction
ith c!ients
no!e%ge o$ &ariousasset c!asses an%in&estment pro%ucts
W"rk &e+,ired Skill Set
: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
W"rk &e+,ired Skill Set
: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