Investment Banking

  • Investment Banking Industry: Overview, daily responsibilities, and exit options
  • Financial Statement Analysis: How the three statements link and projections
  • Metrics and Ratios: FCF, EV, EBITDA, EBIT, WACC, Beta, P/E, EPS
  • Valuing a Company: Intrinsic and market-relative valuation
  • Pitchbook Building
  • Mergers and Acquisitions (M&A) and the merger model
  • Leveraged Buyouts (LBO)
  • Initial Public Offerings (IPO)
  • Bankruptcy and Restructuring

Global Investment Research

  • Equity Research: Macro, sector, company fundamentals and indices
  • Credit Research: Corporate debt, credit derivatives, and investment recommendations
  • Economic Research: Macroeconomic forecasts for economic activity and interest rates
  • Portfolio Strategy: Market views and forecasts on asset and industry allocation
  • Commodities Research: Oil, natural gas, base metals, precious metals and agriculture

Capital Markets

  • Financial Markets and Roles
  • Equities Markets: Types of equities, financial information and analysis, market movements, pitching techniques and company-specific equity research
  • Debt Markets: Government, municipal, syndicated, high-yield, bilateral and high-grade bonds, private placements, leveraged finance, sovereign bond yields
  • Derivatives: Futures, options, forwards
  • Sales vs. Trading: Strategies and technical analysis
  • Central Banks and Policy: Roles, monetary and fiscal policy
  • Treasury: Escrow, liquidity, bank functions and Basel