Investment Banking Presentation


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Investment Banking Presentation

  1. 1. Who we are: Mathieu Laforest Antonio Pagano
  2. 2. What is Banking and Consulting? Where do you fit in to each? What are your responsibilities? Still interested? How do you get in? Recruitment Schedule Compensation Assist Corporate Clients to raise money for: Acquiring Companies Expansion Develop New Products In brief: Investment Banking tries to match people who have money to those that need money. Two main groups: Product Expertise / Execution Groups Industry Groups
  3. 3. Diversified Group (Retail and Industrial) Biotech Forest Products Communications, Structured Products Corporate Finance Media and Industry Groups Technology Financial Institutions Utilities and Infrastructure Energy Mining Mergers and Acquisitions Debt Capital Markets Equity Capital Markets Sales and Trading
  4. 4. Vice Analyst Associate Vice Director Managing Analyst Associate President Director Managing 2-3 years 3-4 years President 2-4 years Director 2-3 years 3-4 years 2-4 years 2-4 years Director 2-4 years Execution Analysis Client Coverage Undergrads are hired as Analysts Analyst Responsibilities: Simple, specific financial analysis Industry and Company Research Developing Client Presentations Valuation /Comparable Analysis Financial Modeling Marketing material, road shows, company presentations (Overly Glamorous ???)
  5. 5. Significant Learning Opportunities All elements of corporate finance Wide variety of industries and transaction types Significant Impact early in your Career Integral part of the transaction team Dynamic and Exciting Environment Entrepreneurial environment rewards excellence Challenging, fast paced Culture of Teamwork and Partnership Characterized by Direct interaction with clients and financial markets Sales vs. Trading Sales: Interactions, Relationships, Recommendations Trading: Execution, Decision Making Two main streams: Client Trading Proprietary Trading
  6. 6. Professionals advising and supporting organizations on several levels: Strategy Operations Finance Information Technology Who are their clients? Governments Not-for-profit Organizations Public and Private Companies Undergrads are hired as Business Analysts Analyst Responsibilities: Data gathering Solving specific parts of the problem Modeling (e.g. financial, operational) Team problem solving Interacting with senior clients Creating presentation documents Preparing final recommendations
  7. 7. Responsibilities Learning Career Opportunities Lifestyle Banks and Consulting firms look for: Academic Achievement (GPA > 3.5) Extra-curricular involvement Demonstrated leadership abilities Excellence in a sport or hobby Proven interest in financial markets (IB)
  8. 8. Begins in early January Information Sessions Application Submissions 1st Round Interviews 2nd Round Interviews Offers Proven Interest Valuation Techniques Current Business Events Know a Company and Industry How to do all of this: Read Newspapers, Magazines, Research Reports, etc... Vault Guide to Finance Interviews Ask Questions and Mock Interview
  9. 9. Proven Interest in Business Logical and Critical Thinking Know Yourself ( Why are you different? ) How to do all of this: Read Business News Critically Cases, Cases, Cases!!! Thinking Structure Investment Banking Analyst: Full-time US Firm: $80-90K Base + $60-90K Bonus Full-time Canadian Firm: $65K Base + $60-70K Bonus Summer Analyst: $1250/week Management Consulting Typical Salary $60-80K Summer Business Analyst: $1050/week