Investment Banking

Investment Banking

Are you want to make a career in Investment Banking (Fund Accounting, Private Equity, Hedge Fund Accounting & Financial Reporting etc.)? Or you want to join a MNC Company in their Finance & Accounting?

For all B.Com, BBA, BBM, M.Com, MBA Finance, CA, CA Inter, CMA, CMA Inter, CWA, CWA Inter, CFA students

If You want to work in Global MNC companies in their Finance & Accounting ? Or you want to make a career in Investment Banking & Financial Services sector you come to right place.

You are a working professional and wanted to change your career Stream to Investment Banking / Fund Accounting / Financial Reporting better career and prospects?

We offer the below Certification programs with Placement in MNC Companies

Investment Banking

  • Investment Banking + Financial Reporting + Fund Accounting
  • Investment Banking + Reconciliations + Products + Transaction Processing

Certification Programs in Investment Banking:

  • Certified Investment Banking Analyst (IBA)
  • Certified Investment Banking Analyst (IBA)Certified Fund Accountant (CFA)
  • Certified Investment Banking Analyst (IBA)Certified Financial Reporting Associate (CFR)
  • Certified Investment Banking Analyst (IBA)Certified Investment Banking Reconciliations Associate (IBRA)
  • Certified Investment Banking Analyst (IBA)Certified Financial Analyst (CFA)
  • Certified Investment Banking Analyst (IBA)Short duration Certification Workshops & Certifications I) Derivatives II) Trade Life Cycle III) Private Equity IV) Hedge Funds
General & Common Topics of training – IB Investment Banking Reconciliations
Introduction-career roles, skills & Program Orientation Reconciliations Process Overview
Organization structure, support teams and processes & Governance model - Daily, Weekly, MBR, QBR TLM / DUKE / Intelli Match/ARCS& Manual - Recons systems overview
SLA /KPI / SOP /DTP/DPAD Types of Reconciliations - Hedge fund Recon, Cash, Nostro/Vostro, Trade, Position, Derivative etc
Controls, SOX Controls Matching and Coding rules
Flow chart / SIPOC/DILO Daily Cash & Position reconciliation, Exceptions
Email Etiquettes Type of reconciliations Breaks
Transitions / Migrations Breaks follow-up / Escalation, Break Resolution
Advanced Excel / Application usage / Keyboard skills (Word, PPT) Aging, reporting -write off breaks
Data and relevance /Macros Payment Process (SWIFT Messages) & Reconciliations.
Fund Accounting & Financial Reporting Investment Banking Products and Processes
Introduction - Investment Banking Transaction Services
Capital Markets Overview Income
AIS (Private Equity, Real Estate & Hedge Funds) Equities & Bonds
Derivatives Structured Finance (ABS, MBS etc)
Fixed Income, Debt funds Securities Valuation
Forex and currency markets Applications & System Overview
Corporate actions Broker Statements
Income Bank Loans
Custody & Sub-Custody Cash& Cash & Position Reconciliations (CFD -Contract For Difference)
Fundamental of Trade & Trade Life Cycle& Trade Reconciliations Risk Analytics Overview
Applications & System Overview (Investran, MCH DHUB etc) Job Descriptions study
Fund Accounting (NAV Calculations) Resume preparation
Financial Reporting (Financial Statements Preparation& Reporting) Interview Preparation

Contact Us

Contact Us

Call:

+91-9346363366

Location Head Office:

B42, 4th Floor, Journalist Colony, Filmnagar,
Jubilee Hills, Hyderabad - 500081

Location Branch Office:

1st Floor, Opp. to ICICI Bank, Metro Pillar Number 1039,
Near SR Nagar Metro Station, SR Nagar, Hyderabad - 500038


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