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
Email:
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