Investment Banking Job Profile For Freshers – Do’s and Don’ts

How to prepare for an investment banking job profile as a fresher? Is this your current question, if yes, follow the content shared in the present article. Investment banking is a sector that offers employment to people with a range of skills. Not just that it also opens the door to many opportunities in the financial industry. This piece of content will help you gain knowledge about the common reasons to join an investment bank, career opportunities, interview preparation tips, and courses related to the realm. 

Reasons for Joining Investment Banking

If only a few people join a sector and the rest choose other paths, it is evident that the realm with a few people is devoid of many aspects that fulfill the requirements of the employees. On the other hand, if countless individuals have decided to pursue their career in one field, it means that it carries a range of benefits that can cater to the needs of candidates. Now, let us look at those reasons present in the investment banking field that are attracting several students.

Financial Reward:

According to the ambitious box, the average annual salary of an investment banking analyst is 6 lacs. That being said, the salary package differs from financial institution to financial institution. Investment professionals get to avail of benefit packages which include high status, meals, and travel. Most of investment firms offer many perks, bonuses, salary hikes, and stock ownership to their employees. Why wait to check out the investment banking job profile as a fresher?

Steep Learning Curve:

Believe it or not no fresher gets an opportunity to deal with huge amounts of money like the investment analysts. You will be trained on handling accounts of high net worth clients under the supervision of your mentor from day 1. Isn’t that cool? Apart from that, the sector is a great choice for ambitious and curious people like you because the market scenarios are never constant and you will be exposed to new skills every now and then. The investment banking job profile as a fresher requires you to acquire knowledge about the below concepts.

• Financial modeling
• Quantitative analysis
• Data Visualisation 
• Underwriting
• Mergers & acquisitions
• Initial Public Offering
• and many more 

Interesting and Ambitious Mentors:

Have you ever dreamt of working with individuals with a constant hunger for knowledge and acquisition of skills? If yes, take this opportunity to learn about the investment banking job profile as a fresher. The employees in investment banks are highly driven and are capable of transforming your lives for the better. They will use their expertise in the industry and efficiently train you and make you skillful like them. In simple words, you will work with like-minded professionals who are good for your career graph.

Young Team Members:

There are many individuals who are aspiring to become an investment professional. So, there will be a lot more people like you in your company. You can make many friends who can be life and career saviors at the same time. This also means you will create amazing memories in the process of becoming a successful investment analyst. Add this to another benefit of preparing for an investment banking job profile as a fresher. 

Exit Opportunities:

Preparation for the investment banking job profile as a fresher is a wise step. This is being said so because learning and training in investment banking includes a wide range of topics from fields like growth equity, private equity, hedge fund, venture capital, and startups; there are many career opportunities to explore after quitting a job as an investment analyst.

• Investment Banking Courses in the World
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• Investment Banking Analyst Jobs

Career Opportunities for Individuals in the Investment Banking Sector

We have taken notes on why many people enter investment banking. Now, it is time to check out the career options available for individuals with relevant certifications. Only a few of the roles are described below, however, they will give a glimpse of reasons why you must prepare for an investment banking job profile as a fresher. 

Financial Analyst:

A professional who has the responsibility to perform research tasks to create investment strategies and eventually assist the management in making investment decisions is a financial analyst. In order to become a financial analyst, you must have knowledge about investment and related topics. It is a data-intensive role and that is why you must have strong analytical and mathematical skills. A financial analyst can serve insurance companies, investment banks, and similar institutions. 

Responsibilities

• A financial analyst collects financial data and performs analysis on it to offer management forecasting support. 
• Performs analysis on data using key metrics like return on assets, yearly growth, earnings per share, and return on equity to generate useful reports. 
• Spends time reviewing non-legal pertinent information about deals 
• Supervises certain financial functions like planning, auditing, taxes, budgeting, assessing, project control, cost control, and consolidation. 
• Analyzes and evaluates depreciation, capital expenditure, investment opportunities, proposals, profit plans, financial statements, rate of return, and related tasks. 
• Performs financial valuation of a company to provide support to the concerned teams to make decisions related to investments. 

Investment Banking Analyst:

Investment banking analyst acts as a link that connects investors who are interested in utilizing lucrative opportunities and businesses that are in need of funds. They have the expertise to use strategies to promote financial success for the parties involved. You can find investment banking analysts in insurance companies, finance companies, and investment banks. In order to become an investment banking analyst, you must have critical skills such as interpersonal skills, good math skills, and detail-oriented abilities alongside possessing degrees in relevant education backgrounds.

Responsibilities

• Conducts company, market, and industry-specific research.
• Performs financial modeling and financial analysis.
• Prepares transaction marketing materials such as teasers, pitch books, management presentations, and confidential information memorandums. 
• Conducts preliminary valuation work.
• Pesearches investment opportunities in a range of construction industry niches.
• Provides support to coworkers of the investment banking firms.

Portfolio Analyst:

An individual who is hired to oversee the assets of an investor for an organization is a portfolio analyst. These professionals usually work under the guidance of legal experts and portfolio managers to handle client investment operations. They are involved in the buy-side firms to promote the regulatory and legal processes that are part of buying securities and stocks for the investors. If you want to become a portfolio analyst, make sure to gain knowledge on financial investing to examine economic trends and performance and advise clients on choosing the best investment options. 

Responsibilities

• Analyze the purchase history and content of the investment portfolio.
• Use market trends for financial analysis
• Compare investments in different industries
• Evaluate the performance of securities like stocks based on historical trends
• Compile reports on financial discoveries
• Combine research findings to perform an analysis
• Determine the effect of government and legal regulations on portfolios
• Perform financial calculations to analyze current holdings and investment opportunities.
• Use software mediums to carry out analysis and record information for reports
• Coordinate with portfolio managers regarding financial information and client needs
• Meet clients for a discussion on relevant financial data.
• Advise risk management professionals.
• Provide crucial financial data to members of other investment teams
• Offer advice on the purchase, trade, and sale of commodities, bonds, and stocks. 

Financial Advisor:

A financial advisor is an employee in an organization who is known for creating long-term strategies to build wealth and manage risk. They help clients in tracking, managing, and balancing investment portfolios. They must be good at offering advice on important financial decisions and issues. They take part in financial planning which includes saving, managing, and investing money. If your designation is a financial advisor, you must be friendly with your clients and explain complex financial concepts in an understandable manner. 

Responsibilities

• Provides strategic advice about a range of financial services and products.
• Assesses the client’s financial picture, understands their needs, and develops a robust financial plan. 
• Guides clients toward a secure and profitable financial decision.

Equity Analyst:

Equity analysts are experts in managing the bonds and stocks of clients and providing them with financial guidance. Their clients can be investment consultants, brokers, and individual investors. They assess the data related to stocks and bonds collected from various sources for the creation of financial models and development of forecasts which will lead to making better decisions on investment opportunities. 

Responsibilities

• Gathers and assesses securities data which includes industry-related bonds and stocks. 
• Analyzes financial reports of companies for the determination of market performance of available securities.
• Uses data modeling methodologies and software to create financial forecasts. 
• Assists the company on its initial public offerings which include capitalization, target price, and stock’s value. 
• Develops and delivers investment reports to the investment team and financial manager. 
• Provides expert advice and direction on securities to sell, buy, or hold. 
• Monitors market and industry trends for investment opportunities and changes. 
• Updates themselves with the latest news in the industry including mergers and company sales. 
• Prepares external investment reports and external reports for public presentation. 

List of Investment Banking Courses

Preparation tips

Institutes Offering Investment Banking Courses

If you decide to prepare for an investment banking job profile as a fresher, check out the list of top institutes offering the relevant courses. 

IIM SKILLS:

Joining a reliable and effective training program is important to get your career on track. IIM SKIILS‘s course on investment banking allows you to acquire essential knowledge about investment banking and related subjects. The three-month program will not only make you ready to face the financial world but also save you time to concentrate on other critical personal and career tasks. The Investment Banking Course  being online gives you the flexibility to access study material whenever you want. 

You don’t have to worry about missing any live classes as all the videos will be uploaded to the learning management system to allow you to watch the sessions at any time. The interest-free fee payment facility makes it one of the best investment courses in the world as it relieves students from financial stress. Practical assignments, case studies, and templates that are included in the program will cater to your learning needs and make you become an efficient successful investment professional. 

A separate team is allocated to help you get a job. As a part of the course, you will be taught LinkedIn profile building and trained on cracking interviews. The course syllabus of the 3-month program will include MS PowerPoint, MS Excel, Financial market fundamentals, financial system fundamentals, derivatives market, investment banking technicals, marketing collaterals, business valuation, and financial modeling technicals. 

Other Professional Courses from IIM SKILLS

• Financial Modeling Course
• Digital Marketing Course
• SEO Course
• Technical Writing Course
• GST Course
• Content Writing Course
• Business Accounting And Taxation Course
• CAT Coaching
• Data Analytics Course

Contact Details:

+919580740740, [email protected]

2. Imarticus Learning:

The program offered at Imarticus Learning suits individuals who are freshers and professionals with a minimum of 1 year experience in the relevant industry. The inclusion of 100% job assurance in the course makes it easier for students like you to concentrate on learning the critical concepts of investment banking. The course syllabus covers the basics of financial markets, trade life cycle, and risk management. Whoever joins this program has the opportunity to become an investment banking associate, financial analyst, money market analyst, global finance researcher, anti-money laundering specialist, or capital market operations consultant. Resume building, interview preparation, and profile enhancement are part of career services.

3. IntelliPaat:

The investment banking course offered by IntelliPaat is conducted in collaboration with IIT Guwahati. The purpose of the program is to help aspiring investment bankers be successful in their chosen fields. Career services, soft skills training, no-cost EMI option, certification from IIT Guwahati & E & E&ICT, personal mentorship, capstone projects, and sessions by professionals from the industry make the course most fruitful for the learners. The course curriculum has 15 modules and sessions on job readiness. The concepts taught in the modules are data transformation, investment banking fundamentals, fixed income, cash equities, basics of money markets & foreign exchange, derivatives market, basics of reference data management, corporate actions, essentials of asset management, basics of ISDA & reconciliation, stock borrow lending, collateral management, mergers & acquisitions, trade life cycle, risk management, regulatory environment, and anti-money laundering.

EduBridge:

The certification program available at EduBridge is meant to help learners like you grasp the essential concepts of investment banking. It is a comprehensive course that covers value investing, financial planning, fixed-income securities, trade life cycle, financial modeling, money market, and financial planning. You will be guided on work on real-life projects of Goldman Sachs, Citigroup, and HDFC Bank. Premier resume builder, project consultation, guest lectures, and learner support are part of the skills passport. The interview passport covers access to the job portal created by EduBridge, LinkedIn profile enhancement, mock interviews, career mentoring, and an interview guarantee. 

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Investment Banking Interview Preparation Tips

What should you do after acquiring investment banking skills and knowledge? You must attend an interview to render your services to an investment firm. But for that, you need to prepare for an investment banking job profile as a fresher. In simple words, you must revise, practice all concepts & skills, and get geared up in various aspects. Some of the crucial points to keep in mind before facing the interviewer are shared below. 

Attend Informative Sessions:

Many universities, ed-tech companies, and colleges that are reliable for creating successful investment bankers conduct sessions to share information with aspiring professionals. These sessions are generally called workshops and you must attend them to gain a basic understanding of the interview process and tips to prepare to face them. 

Research the Company:

If you have received an interview call from your dream company, make sure to research it. Learn its vision, mission, and objectives. Also, take notes of the journey of the company and its latest accomplishments in order to answer all questions shot at you.  Several organizations ask candidates about their values and mission to know their dedication and interest in working for the employer.

Know the Role:

The HR who contacts you will mention the role chosen for you. They will share the job description on the call as well as in the email. Ensure to pay attention to the picked designation. Some of the commonly offered job postings to freshers are associates and analysts. Prepare your responses as per the requirements of the role. It is also good to know the common hierarchy structure in an organization. It is impressive for a candidate to know the hierarchy because it indicates that they have clarity on their future goals.

Interact With an Investment Banker:

When you speak to someone who is already in the field, you will obtain information about the work culture and employer expectations. It will give you clarity about your career choice and allow you to prepare for the interview accordingly. It also means you can ask them for tips to crack the investment banking interviews. 

Effective Body Language:

Believe it or not, employers pay attention to how you interact with them. Being fidgety or slouching gives them an impression that you are underconfident. Whereas sitting straight with a gentle smile helps them know that you are a confident candidate. Ensure to check out a few of the YouTube videos to get more body language tips that help make you appear as the right fit for the organization.

Be Punctual and Show Humility:

Always be ahead of the scheduled time. Take the extra minutes to relax yourself and make yourself presentable for the interview. It displays that you value time and take your career seriously. Always be teachable; if you do not know the answer to any of the questions, admit it. This tip will make you look humble and sincere to the employer. Interviewers prefer selecting a candidate who is teachable and practical.

Conclusion on Investment Banking Job Profile

Many students aspire to prepare for an investment banking job profile as a fresher. However, they do not know the ways to prepare themselves to enter the investment banking sector. Obtaining a bachelor’s, master’s, or a short-term certificate in the relevant field will open doors to the investment banking world. When you get certified by leading educational institutions like IIM SKILLS, Imarticus Learning, EduBridge, or any other well-known colleges or universities, you can be sure that you will enjoy the benefits of serving an investment firm like a financial reward, continuous knowledge & skill acquisition, powerful networking, cordial professional relations at work, and a range of job profiles in the financial industry.

Speaking of preparation for an investment banking job profile as a fresher follow the basic tips such as reaching the venue before time, exuding a presentable personality, positive body language, strong technical knowledge, and researching the employer.

Also Check,

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• Imarticus Investment Banking Course Review
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• Investment Banking Fresher Jobs
• Financial Modeling vs Investment Banking
• Guide To Investment Banking
• Financial Services vs Investment Banking
• Investment Banking Business Models

FAQs on Investment Banking Job Profile

Q. Can I successfully crack an investment banking interview?

Yes. You can definitely get selected for a role at an investment bank. All you have to do is acquire relevant education and skills through long-term or short-term courses. That being said you must follow a set of tips that will get you placed in a financial entity. Reaching the venue before time, exuding a presentable personality, positive body language, strong technical knowledge, and researching the employer are some of the points to be followed for an individual who is preparing for an investment banking job profile as a fresher.

Q. Are there any reliable investment banking courses in India?

Yes. There are several education providers that can offer you high-quality education. IIM SKILLS, Imarticus Learning, and EduBridge are some of the institutes that provide top investment banking courses in India. You can check out their websites to learn more about the program details. 

Q. Is it okay if I complete a crash course to enter the investment banking sector?

Yes. You can explore a range of career options post completion of a short-term investment banking course from a reliable education provider.