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Executive Post-Graduate Certification in Investment Banking Operations

2,854 Ratings

The Executive Post-Graduate Certification program in Investment Banking Operations is curated to help you learn important skills like ISDA Architecture, Reference Data Management, Regulatory Compliance, Trade Life Cycle, Asset Management, and more. Top industry experts from this field will guide you through real-life examples. After completing this program, you will be awarded with industry-recognized certification from iHUB DivyaSampark, IIT Roorkee.

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Learning Format

Online Bootcamp

Live Classes

6 Months

Career Services

by Intellipaat

iHUB, IIT Roorkee

Certification

500+

Hiring Partners

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About Program

This program provides advanced certification training, making it an ideal option for individuals interested in pursuing a career in Investment Banking. Our course consists of 18 modules along with real-time projects that are designed by industry experts. Moreover, you will be provided with placement assistance to get into your dream job.

Key Highlights

6 Months of Live Sessions by Industry Professionals
Learn from IIT Faculty & Industry Practitioners
One-on-One Interaction with Mentors
24*7 Support
Dedicated Learning Management Team
Designed for Working Professionals & Freshers
1:1 Mock Interview
No-Cost EMI Option
iHub Divya Sampark - IIT Roorkee Certification
2 Days Campus Immersion at IIT Roorkee
3 Guaranteed Interviews upon movement to Placement Pool
Free Career Counselling
The top 2 performers per batch will receive Rs 80000 in fellowship*
Up to Rs. 50 Lakhs startup Incubation Support*

About iHUB DivyaSampark, IIT Roorkee

iHUB DivyaSampark aims to enable innovative ecosystems in new-age technologies like AI, ML, Drones, Robots, and data analytics (often called CPS technologies) to become the source for the next generation of digital technologies, products, and services by promoting and enhancing core competencies, capacity building, manpower training to provide solutions for national strategic sectorsRead More..

Key Achievements of IIT Roorkee:

  • Ranked 7th ‘Overall’ and 6th in ‘Engineering’ in India as declared by NIRF 2022
  • Ranked 175th in the world for ‘Engineering and Technology’ by QS World University Rankings 2023
  • Ranked as the 369th best institute in the world by QS World University Rankings 2023
  • Ranked as the 114th best institute in Asia by QS World University Rankings 2023

Upon the completion of this program, you will receive:

  • Executive Post-Graduate Certification in Investment Banking Operations by iHUB DivyaSampark, IIT Roorkee.
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Note: All certificate images are for illustrative purposes only and may be subject to change at the discretion of the iHUB, IIT Roorkee.

Career Transition

60% Average Salary Hike

$1,30,000 Highest Salary

11000+ Career Transitions

300+ Hiring Partners

Career Transition Handbook

*Past record is no guarantee of future job prospects

Who Can Apply for the Course?

  • Individuals with a Bachelor’s Degree, who have a strong desire to work in Investment Banking.
  • Graduates who want to pursue a career in Investment Banking Operations with a focus on finance and banking.
  • Students graduating with a BA in finance or economics.
  • Graduates with a BBA in finance.
  • Chartered financial analysts.
Who can aaply

What roles can an Investment Banking Professional play?

Financial Advisor

A financial advisor is a specialist who offers clients financial services based on their financial circumstances.

Investment Banker

Investment banking is the disciplined administration of resources, including shares, bonds, and other assets like real estate, by professionals to achieve certain investment objectives for the benefit of shareholders.

Capital Market Operations Consultant

They are capable of assisting capital market organizations with strategy creation, architectural design, operational model work, and package integration to adapt to change.

Associate in Investment Banking

For a business and its leaders, they investigate and make recommendations on potential investment prospects.

Risk Manager

Identification of asset hazards, analysis of business risk, and provision of a business risk solution are some of the duties of a risk manager.

Financial Analyst

Financial analysts are responsible for evaluating and analysing the financial performance of a company, industry, or sector. They evaluate market trends and make recommendations based on those findings.

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Skills to Master

Project and Time Management

Financial Skills

Leadership Skills

Reference Data Management

Anti-Money Laundering

Communication

Asset Management

ISDA Architecture

Foreign Exchange and Money Markets

Trade Life Cycle

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Meet Your Mentors

Curriculum

Live Course Industry Expert

MS-Excel –

1.1 Excel Fundamentals 

  • Reading the Data, Referencing in formulas, Name Range, Logical Functions, Conditional Formatting, Advanced Validation, Dynamic Tables in Excel, Sorting and Filtering
  • Working with Charts in Excel, Pivot Tables, Dashboards, Data and File Security
  • VBA Macros, Ranges, and Worksheets in VBA
  • IF conditions, loops, Debugging, etc.

1.2 Excel For Data Analytics 

  • Handling Text Data, Splitting, combining, data imputation on text data, Working with Dates in Excel, Data Conversion, Handling Missing Values, Data Cleaning, Working with Tables in Excel, etc.

1.3 Data Visualization with Excel

  • Charts, Pie charts, Scatter and bubble charts
  • Bar charts, Column charts, Line charts, Maps
  • Multiples: A set of charts with the same axes, Matrices, Cards, Tiles
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  • Basics of a Financial System
  • Different Kinds of Financial Markets
  • Market Participants and Regulators
  • Meaning of Buy-Side and Sell-Side of Business
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  • Types of Shares- Equity and Preference Shares
  • Meaning of Depository Receipts
  • Understanding Primary and Secondary Markets
  • Stock Exchanges and Financial Centers
  • Characteristics, Securitization and Types of Bonds
  • Meaning and Concepts of Interest, Bond Price and Yield
  • Yield to Maturity
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  • Forex and its Features
  • Meaning and List of Market Participants
  • Quotes and Trades
  • Future of Forex and the Options
  • Basics of Money Market
  • Money Market Instruments
  • Capital Market v/s Money Market
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  • Fundamentals of Derivatives
  • Understanding Over-the-Counter Derivatives and Exchange Traded
  • Forwards, Futures and Options
  • Payoffs and Pricing in Derivative Markets
  • Swaps and their Types- Interest Rate, Equity and Forex
  • Meaning of Hedging and Speculation
  • Credit Events and Credit Default Swaps in Derivative Markets
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  • Meaning and Role of Reference Data Management
  • Data Categories- Static Data and Dynamic Data
  • Specific Security- SIN (Securities Identification Number)
  • Set-up of Investor and Instrument
  • Who are Counterparty Identifiers?
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  • Corporate Action- Objectives and Roles
  • Corporate Action Types
  • Understanding the Lifecycle of Corporate Action
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  • Meaning of Asset Management
  • Mutual Funds, Hedge Funds and their Structures
  • Asset Management Roles and Activities
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  • Defining ISDA and its Types
  • Trade Life Cycle and ISDA
  • The Framework of Process, Risk, and Integrity
  • Role of ISDA
  • ISDA Architecture and Hierarchy
  • ISDA Master Agreement
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  • Fundamentals of Stock Borrow Lending
  • Trading of Participants and Securities in Stock Borrow Lending
  • Pros and Cons of Stock Borrow Lending
  • Repo v/s Stock Borrow Lending
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  • Definition and Meaning of Collateral
  • Participants, Process, and Risk Management in Collateral
  • Pros and Cons of Collateral
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Mergers and acquisitions (M&A) refer to the consolidation of companies through various financial transactions. In a merger, two or more companies combine their operations to form a new entity, while an acquisition involves one company purchasing another company. M&A activities are typically undertaken to achieve strategic objectives, such as expanding market share, entering new markets, gaining access to new technologies or resources, or achieving synergies.

There are different types of M&A transactions:

  1. Merger of Equals: This occurs when two companies of similar size and strength merge to form a new entity.
  2. Vertical Merger: In this type of merger, companies operating in different stages of the supply chain or production process combine their operations. For example, a car manufacturer merging with a tire producer.
  3. Horizontal Merger: This type of merger involves two companies operating in the same industry and market, aiming to increase market share, eliminate competition, or achieve economies of scale. An example would be two competing banks merging.
  4. Conglomerate Merger: Companies operating in unrelated industries merge to diversify their business operations and spread risks. For instance, a media company merging with a food processing company.
  5. Acquisition: This refers to one company buying another company outright. The acquired company may continue to operate independently or be merged into the acquiring company.
  6. Comparable Company Analysis (CCA): It is a process used to evaluate the value of a company using the metrics of other businesses of similar size in the same industry.

M&A transactions involve various stages, including strategic planning, valuation, due diligence, negotiation, and integration. These transactions require careful consideration of financial, legal, operational, and cultural aspects to ensure a successful outcome.

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  • Meaning of Trade Life Cycle (TLC)
  • Type I of Trade Life Cycle – Exchange Product TLC
  • Type II of Trade Life Cycle – OTC Product TLC
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  • Meaning and Definition of Risk
  • Types of Risk- Market Risk and Credit Risk
  • Types of Risk – Liquidity Risk and Operational Risk
  • Understanding Risk Avoidance and Regulatory
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  • Anti-Money Laundering and KYC Norms
  • Money Laundering Case Studies
  • Money Laundering Stages
  • Meaning of Due Diligence
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  • Standard and Premise
  • DDM
  • DCF valuation
  • Adjusted Present Value
  • Relative equity valuation
  • Enterprise Value
  • Asset based Valuation
  • Contingent claim valuation
  • Mergers and Acquisition
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  • Types of financing needs
  • Stages of business and sources of finance
  • Startup financing and private equity
  • Public Investment in Private Equities (PIPEs)
  • Public issues
  • Secondary market operations
  • Derivatives Products and Markets
  • Role of derivatives and synthetics in financial management
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  • Basic Statistics
  • Central tendency and variation
  • Variance and Standard Deviation
  • Covariance and Correlation
  • Introduction to Regression
  • Excel Fundamentals
  • Risk-Return and modern portfolio theory
  • Introduction to Asset Pricing
  • CAPM and APT
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  • Job Search Strategy
  • Resume Building
  • Linkedin Profile Creation
  • Interview Preparation Sessions by Industry Experts
  • Mock Interviews
  • Placement opportunities with 400+ hiring partners upon clearing the Placement Readiness Test.
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Disclaimer
Intellipaat reserves the right to modify, amend or change the structure of module & the curriculum, after due consensus with the university/certification partner.

Program Highlights

Live Session for 6 Months
One-on-one with Industry Mentors
Lifetime Free Upgrade
24*7 Support

Projects

Projects will be a part of your Certification in Investment Banking Operations to consolidate your learning. It will ensure that you have real-world experience in Investment Banking Operations.

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Career Services By Intellipaat

Career Services

Career Oriented Sessions

Throughout the course

Over 10+ live interactive sessions with an industry expert to gain knowledge and experience on how to build skills that are expected by hiring managers. These will be guided sessions that will help you stay on track with your up-skilling objective.

Resume & LinkedIn Profile Building

After 70% of course completion

Get assistance in creating a world-class resume & LinkedIn Profile from our career services team and learn how to grab the attention of the hiring manager at the profile shortlisting stage

Mock Interview Preparation

After 80% of the course completion.

Students will go through many mock interviews conducted by technical experts who will then offer tips and constructive feedback for reference and improvement.

1 on 1 Career Mentoring Sessions

After 90% of the course completion

Attend one-on-one sessions with career mentors on how to develop the required skills and attitude to secure a dream job based on a learner’s educational background, past experience, and future career aspirations.

Placement Assistance

Upon movement to the Placement Pool

Placement opportunities are provided once the learner is moved to the placement pool upon clearing Placement Readiness Test (PRT)

Exclusive access to Intellipaat Job portal

After 80% of the course completion

Exclusive access to our dedicated job portal and apply for jobs. More than 400 hiring partners’ including top start-ups and product companies hiring our learners. Mentored support on job search and relevant jobs for your career growth.

Our Alumni Works At

Master Client Desktop

Peer Learning

Via Intellipaat PeerChat, you can interact with your peers across all classes and batches and even our alumni. Collaborate on projects, share job referrals & interview experiences, compete with the best, and make new friends – the possibilities are endless and our community has something for everyone!

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hackathons
career-services
major-announcements
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Admission Details

The application process consists of three simple steps. An offer of admission will be made to selected candidates based on the feedback from the interview panel. The selected candidates will be notified over email and phone, and they can block their seats through the payment of the admission fee.

Submit Application

Submit Application

Tell us a bit about yourself and why you want to join this program

Application Review

Application Review

An admission panel will shortlist candidates based on their application

Admission

Admission

Selected candidates will be notified within 1–2 weeks

Program Fee

Total Admission Fee

$ 1,720

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Upcoming Application Deadline 2nd Mar 2024

Admissions are closed once the requisite number of participants enroll for the upcoming cohort. Apply early to secure your seat.

Program Cohorts

Next Cohorts

Date Time Batch Type
Regular Classes 2nd Mar 2024 08:00 PM IST Weekend (Sat-Sun)

Frequently Asked Questions

How much does a professional in Investment Banking earn?

An entry-level Investment Banker usually earns between INR 500,000 and INR 800,000 per year, on average. Check out our blog post for information on the average salaries in different job roles within Indian Investment Banking.

To qualify for the job placement opportunities, you need to finish the course and submit all projects and assignments. Once that’s done, you have to pass the Placement Readiness Test (PRT). Successfully completing these steps will grant you access to our job portal and career mentoring sessions.

You will complete the course and obtain your certification once you have completed all required assignments, case studies, exams, and project work.

Yes, Learners who have taken the course are currently employed in Top MNCs like Amazon, Microsoft, Sony, Google, and more.

Choosing between an MBA and investment banking depends on individual career goals. An MBA provides versatile business skills, while investment banking is a specialized field. So it depends on your choice what you choose out of them.

Keep in mind that the course fees cannot be refunded. However, we are here to support you at every stage of your learning journey for your skill development and professional advancement.

The highest post for an investment banker is typically a Managing Director, overseeing major transactions and strategic decisions within the investment banking firm.

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What is included in this course?

  • Non-biased career guidance
  • Counselling based on your skills and preference
  • No repetitive calls, only as per convenience
  • Rigorous curriculum designed by industry experts
  • Complete this program while you work