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Career Sessions Finance Roles
- 1. Career session – Finance An IIMB NSRCEL & Goldman Sachs Supported Firm
- 2. Agenda Objective of this session Career landscape for one year MBA students Usual Interview formats How to prepare Strategy of people
- 4. Typical Roles - Finance IB Operations LeadInvestment Banking Strategic FinanceCorporate Finance Operations StrategyBanking Product Management Financial Services EA roles Leadership BD/Sales Risk Management Fintech Product Management Finance roles
- 5. Typical Companies which Hire IB Ops Goldman Sachs HSBC JP Morgan Deutsche Bank BNY Mellon Big Fours Deloitte KPMG EY KPMG Banks Axis Bank ICICI Bank Basix AU SFB Ujjivan SFB Corporates Manipal Group Ashok Leyland Wipro Zensar Technologies Consulting Accenture Others Tata Capital NBFCs
- 7. Some nuances • Investment banks provide transaction advice, M&A, restructuring, conduct trading and raise funds for large organizations • Investors include large mutual funds, pension funds, corporates etc. • Front, middle and back offices • Front end roles - financial advisors, traders, sales • Operations roles – project/program/ product management, transformation, leading large teams • Bulge bracket, mid-size and boutique investment banks
- 8. IB Operations– Role detail Clearing, settling, reconciling Strategic planning for assets, resources, operations, innovation, risk management Project management Efficiency improvement Asset management Transformation, change & implementation
- 9. IB Operations – Work examples Product life cycle management Implement AnalyticsRisk Mitigation Project Management Transformation Strategy Business Set up
- 10. IB Operations – required skills • Ability to handle large teams and quick decision making • Project Management (Agile, JIRA) • Business transformation management/Change implementation • Knowledge of analytics, new technologies, finance • Industry/fucntion(s) knowledge
- 11. IB Operations – Interview type • Fit interview – situational and behaviourial questions • Past experiences • Your career progression related questions (why switch/ why MBA / why this company / short term/ long term goals/ why you/ value add from MBA) • Industry/ Function related questions
- 12. IB Operations – how to prepare (key points*) Practice fit Interviews • Multiple rounds of behavioral/ situational interviews Resume preparedness • Details of your projects which you have done • Details of your company and competitors • Challenges faced by your industry/ company • All key financial facts and figures of your industry and company * Apart from above mentioned, ensure preparation for all other hygiene factors such as, thorough understanding of your resume, knowledge of your industry/ function in detail, preparedness with all types of situational/ behavioral questions, Why MBA/ Why this company type of question etc.
- 15. Rohan Sharma
- 17. Lead-IB – Role detail Front office roles – Advisory, Sales, Trading Advisory - M&A, restructuring, fund raising, IPO Financial modeling, pitch decks Investor/Banker management Client management Account management
- 18. Lead-IB – Work Examples Thought Leadership articles Deal origination/BD Information Memorandum Client Management Valuation/Fin. Modeling Investor Management
- 19. Lead IB – required skills • Financial modeling, valuation • Understanding industry trends, deals, investment opportunities, regulations • Excellent written communication skills for Pitch Decks, Information Memorandum • Knowledge of finance, accounting, tax implications
- 20. Lead IB – Interview type • M&A trends • Past experiences in finance, modeling, valuation • Knowledge of finance – applications to past work experiences • Questions related to finance projects, investments (stock)
- 21. Lead IB – how to prepare (key points*) Technical • Probability, comfort with numbers • Deep knowledge & expertise • Modeling – Assumptions, Outcomes • Case lets Why IB? • Competitiveness in industry • Work life balance * Apart from above mentioned, ensure preparation for all other hygiene factors such as, thorough understanding of your resume, knowledge of your industry/ function in detail, preparedness with all types of situational/ behavioral questions, Why MBA/ Why this company type of question etc.
- 22. Ashish Ahuja
- 23. Rajani Modi
- 24. Strategic Finance – Role Details
- 25. Strategic Finance – Role details This role includes all finance function with respect to the specific organization. Responsibilities for this role include: • Planning financial requirements • Raising funds in effective manner • Investing funds in assets • Monitoring capital allocation and RoI • Working capital management
- 26. Strategic Finance – work examples M&A, Investment Analysis ❏ Sourcing and analyzing investment and M&A opportunities ❏ Due diligence and investment monitoring Financing ❏ Investors & Bank Relationships ❏ Fund raising Financial Planning, Working Capital Management ❏ Managing short and long term financing ❏ Impact of compliances, regulatory requirements on firm’s financial health Risk Management ❏ Managing short term and long term risks
- 27. Strategic Finance – required skills Understanding of company/ industry Understanding of finance Project finance Treasury measurement Financial modeling Understanding of regulations Understanding of strategy
- 28. Nikhil Thadani
- 29. Corporate Finance– Interview type • What is happening in industry, your point of view • Finanace related news, M&A trends • Basics of finance • Strategy frameworks and case studies • Your career progression related questions (why switch/ why MBA / why this company / short term/ long term goals/ why you/ value add from MBA)
- 30. Corporate Finance– how to prepare (key points*) Strengthen Industry + Fin knowledge • Competitive landscape • End to end value chain from suppliers’ suppliers to customers’ customer • Best practices • Financial modeling • Regulations • M&A trends • Who is investing * Apart from above mentioned, ensure preparation for all other hygiene factors such as, thorough understanding of your resume, knowledge of your industry/ function in detail, preparedness with all types of situational/ behavioral questions, Why MBA/ Why this company type of question etc.
- 31. Vishnuprasad Balu https://www.linkedin.com/in/vishnuprasad-bala-1bb5546 Manager – Retail Bank Risk HDFC Bank 2002-06 Asst. Vice President – Retail Risk Management Yes Bank 2006-08 Deputy General Manager Intelent Global Services 2008-10 EPGP, IIM Bangalore 2010-11 VP and Head The Manipal Group 2011-Present Chief Financial Officer MVP Group 2014-17 Group Chief Business Officer MVP Group 2017-Present
- 32. Bharat Chaba
- 34. Ashish Dongre
- 35. Strategy / EA to CEO roles
- 36. Strategy/EA to CEO – Role details Work on strategic decisions on internal and external factors, based upon rigorous analysis and environment scanning. Enable organization/BU to be future ready. Help top management take future decisions.
- 37. Strategy/EA to CEO – Work examples New markets, products, services Investment Analysis & Planning, Budgets Execution of Strategy Advise to other BUs Long and medium term planning Competitor Analysis Change Initiatives Strategic partnerships, M&A
- 38. Strategy/EA to CEO – Required skills • Industry knowledge • Knowledge of strategy, finance, financial modelling • Good communication skills • Problem solving & analytical skills • Stakeholder management • Leadership/ taking ownership
- 39. Strategy/EA to CEO– Interview type • Resume based • Industry knowledge • Case studies / Guesstimates • Checking candidate’s maturity • Fit – Behavioral/Situational • Your career progression related questions (why switch/ why MBA / why this company / Short term/ Long term goals/ Why you) • Value add from MBA
- 40. Strategy/EA to CEO – how to prepare (key points*) Strengthen Industry knowledge • Competitive landscape • End to end value chain from suppliers’ suppliers to customers’ customer • Best practices • Thought leadership • Investment feasibility, financial analysis and decision making • Financial modeling • Regulations • Emerging Technology Resume preparedness • Details of your projects which you have done • Details of your company and competitors • Challenges faced by your industry/ company • All key financial facts and figures of your industry and company Case studies • Entry strategy • Growth strategy • Profitability • Emerging Technologies • IRR/NPV related case * Apart from above mentioned, ensure preparation for all other hygiene factors such as, thorough understanding of your resume, knowledge of your industry/ function in detail, preparedness with all types of situational/ behavioral questions, Why MBA/ Why this company type of question etc.
- 41. Vikas https://www.linkedin.com/in/vikas-tarachandani-a743612b/ Branch Manager SBI 2002-11 EPGP, IIM Bangalore 2011-12 AGM(Corporate strategy) Manipal Group 2007-10 SBU Head Manipal Technologies Ltd. 2014-18 Principal Consultant ICRA Management Consulting Service Ltd. 2018-present
- 43. Banking - Leadership roles
- 44. Banking Leadership– Role details General management roles being in leadership roles
- 45. Banking Leadership– Required skills • Industry knowledge • PESTLE knowledge • Initiatives taken by you • Self awareness
- 46. Banking Leadership– Interview type • Behavioural/ Situational • PESTLE scenarios • Resume based • Industry knowledge • Case studies / Guesstimates • Your career progression related questions (why switch/ why MBA / why this company / Short term/ Long term goals/ Why you) • Value add from MBA
- 49. Fintech - Product management roles
- 50. FinTech – Product management roles details Fintech digital product in • Online Insurance • Wealth Management • Payments • Internet Banking • Open / API / Neo Banking Focusing on different segments: • SMEs • Millennial • Blue collar workers • Unbanked/ under-banked • Cross border remittance
- 51. FinTech – Skills required • Understanding of domain • Understanding of technology/ emerging technology • Product management concepts • Regulation • Macro factors
- 52. FinTech – Interviews • Domain / regulations related questions • Technology architecture related questions • Product management cases studies • Why you/ Why this roles etc.
- 55. Consulting – for finance
- 56. Consulting Strategy/ Functional consulting • Financial effectiveness in Big 4s/ Accenture Technology consulting • SAP (FI-CO) module implementation
- 57. Consulting – Work example Strategy/ Functional consulting • How to improve financial metrices by optimizing P2P/ O2C processes Technology consulting • Implementation/ up gradation of FICO modules
- 58. Consulting – Skills required Strategy/ Functional consulting • Problem solving • Finance industry/ domain (processes) Technology consulting • Understanding of Accounting and costing concepts • Some comfort with ERP modules
- 59. Consulting – Interview type Strategy/ Functional consulting • Case studies/ guesstimates • Finance industry/ domain knowledge • Resume Technology consulting • Understanding of Accounting and costing concepts • Any tech project • Resume based
- 62. Financial Services – Product Management
- 63. Financial Services – Product Management – Role Details Product Growth – Sales & Marketing, Key metrics New Product Development as per market needs Loans, Supply Chain Finance, Working Capital Finance, Insurance Products, Payments
- 64. Financial Services – Product Management – Work examples Mini CEO role
- 65. Financial Services – Product Management – required skills • Product Management skills • Deep knowledge of product, markets and customers • Tech, marketing, business
- 66. Financial Services – Product Management – Interview Type • Product Management Type – case interviews • Knowledge of the markets
- 67. Ashish Gupta
- 68. Manisha Thapa
- 69. Manisha Thapa
- 70. Ashim Sarkar
- 71. Udit Kulmi
- 72. Udit Kulmi
- 73. Vineet Batra
- 74. Financial Services – Risk Management
- 75. Financial Services – Risk Management – Role Details Risk models Operational, credit, market, FX, liquidity, country risks Controls & Systems for risk measurement and mitigation Compliance & regulations Coordination with product, finance, marketing, strategy and other teams
- 76. Financial Services – Risk Management – Work examples Regulations & Compliances Coordination with business units Risk advisory Risk reporting & frameworks, controls Risk models Risk Escalation
- 77. Financial Services – Risk Management – required skills • Risk management best practices • Knowledge about regulations, compliances, risk models, risk management • Excellent analytical and facilitation skills
- 78. Financial Services – Risk Management – Interview Type • Risk Management – Concepts, frameworks, models • Case studies • Resume based preparation
- 79. Tejbir Singh
- 80. Anirban Nandi
- 81. Other Roles
- 82. Praveen Mokkapati – VC/PE Ops
- 83. Abishek Surendran – VC/PE
- 84. Abishek Surendran – VC/PE
- 85. Sanket Dantara