Skills Required To Become A Leading Investment Banking Operations Expert

Investment banking is one of the hottest careers in the finance and banking sector in India. Almost every ambitious individual who is interested in corporate-level finance, mergers and acquisition has investment banking on their job bucket list. But what is the craze all about? There’s excitement and adventure, and a good paycheque is waiting at the end of the month.  

So, when the job is lucrative, and the opportunities are plenty, the competition is also fierce. Hence, as an aspirant, you need the right investment banking skills to secure the spot you are looking for. 

Having said that, let’s dig in deeper and find out what it takes to become a successful and leading investment banker.    

What is investment banking? 

To put it simply, investment banking is all about raising capital for big corporations. The capital can be raised through two methods - either the company sells equity or they can issue debt. But that’s not all about the job. There’s more. An investment banker or a team of investment bankers also need to manage mergers and acquisitions and handle the advisory and other services in the corporate finance sector. 

One of the major roles of investment bankers is to ensure the performance of the company when an IPO is in process. They help the company in the process of going public and get the highest returns on the shares that have been floated in the market. 

Other roles and responsibilities of an investment banker 

• Raising capital (debt or equity) through the issue of securities 

• Selling or buying companies as a part of the investment strategy 

• Financial data analysis and presentation to back their capital/revenue generation strategy 

• Financial models development for evaluation of debt and equity for capital raising transactions, mergers and acquisitions and perform a comparative analysis of the financial model 

• Develop product offering recommendations, private equity transaction recommendations, mergers and acquisition recommendations, and also recommendations of the company valuations 

• Preparing and reviewing data used in client financings like investment memoranda and financial portfolios 

• Cold and hot calling for business expansion 

• Perform research and analysis, with due diligence and documentation of live transactions 

Knowledge and experience required 

Although, there are no specific degrees required to enter into investment banking. But, if you have a bachelor’s degree and a knack for crunching numbers, you are designed for this job. 

Now, if you are taking specific investment banking courses, there are quite a few of them. In this regard, one course that needs special mention is the Certified Investment Banking Operations Program from Imarticus Learning, it covers all the aspects of investment banking. 

Investment banking skills required 

• Strong communication skills: Investment bankers need to meet and deal with people throughout their careers. You are expected to have strong communication skills and networking capabilities as a professional. This will help you get the best possible deals for your clients. 

• Top-notch acumen in financial data analysis: Investment bankers need to create and support their capital generation strategies. They need strong financial data analysis skills to assess the transactions and economic activities of any company. 

• Ultimate presentation skills to nail the deals: Investment bankers should be masters in the art of presentation of results to the stakeholders and their clients. This aids in better decision-making and will also persuade both these parties to take decisions as per the investment bankers’ recommendation. 

• Ability to work in a fast-paced and highly pressurised environment: The atmosphere in an investment banking firm is extremely intense. Any investment banker needs to be quick and should be capable of handling pressure. 

Conclusion 

To ensure that you have the necessary skills required for the job, you can enrol in one of the best investment banking courses in India, offered by Imarticus. Make sure you give your career the necessary leverage with the help of this course and reach the top.