Investment Banking Learning Path: Practical Skills Mastery

IB| Excel| FSA| Modeling| Valuation| MBO| M&A| IPO| PE| LBO| VC| Pitchbook| Portfolio| Fin. Instruments| Restructuring

Created by: EDUCBA Bridging the Gap
Learn real world skills online

What Will I Learn?

• Introduction to Investment Banking: Overview of investment banking roles, functions, and how banks facilitate financial transactions.
• Financial Statement Analysis: Learning to analyze balance sheets, income statements, and cash flow statements for business insights.
• Valuation Techniques: Understanding DCF, comparable company analysis, and precedent transaction analysis for valuing businesses and assets.
• Mergers and Acquisitions (M&A): Exploring M&A strategies, deal structuring, and the financial modeling involved in transactions.
• IPO and Equity Offerings: Understanding the process, pricing, and strategy behind initial public offerings and equity raises.
• Debt Capital Markets: Introduction to bonds, loans, and other debt instruments, plus techniques for debt structuring.
• Financial Modeling: Building financial models from scratch, including revenue, expense, and cash flow projections.
• Leveraged Buyouts (LBOs): Analyzing leveraged buyout structures, including financing, exit strategies, and risk assessments.
• Pitchbook and Presentation Skills: Crafting pitchbooks for investment banking proposals and mastering presentation techniques.
• Industry Insights and Trends: Exploring major sectors, market trends, and economic indicators impacting investment banking.
• Ethics and Professional Conduct: Emphasizing best practices, regulatory compliance, and ethical considerations in investment banking.

Requirements

• Basic Financial Knowledge: Familiarity with accounting principles, financial statements, and basic finance concepts (e.g., balance sheets, income statements, etc.).
• Mathematical Skills: Comfort with mathematics, especially in areas like percentages, ratios, and basic algebra, which are key for financial modeling.
• Microsoft Excel Proficiency: A working knowledge of Excel, as it is essential for financial modeling, data analysis, and calculations.
• Analytical Skills: Strong analytical skills will be helpful, particularly for understanding complex financial data and market trends.
• While prior exposure to finance or economics is helpful, it’s not mandatory, as the course starts with foundational topics and gradually builds up to advanced concepts.

Target audience

• Aspiring Investment Bankers: Those who want to pursue a career in investment banking and need a comprehensive foundation in the field.
• Finance Students and Graduates: Individuals studying finance, economics, or business who wish to deepen their understanding of investment banking principles and practices.
• Professionals in Related Fields: Analysts, accountants, or consultants looking to transition into investment banking or improve their financial modeling skills.
• Entrepreneurs and Business Owners: Those interested in learning how investment banks assess companies, structure deals, and make valuation decisions that impact corporate growth.
• Self-Learners and Career Changers: Anyone with a keen interest in finance and capital markets who wants to explore investment banking from a beginner to an advanced level, regardless of their current profession.