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Tag: best investment banking course with placement in India

Handling Investments: Effective Portfolio Management

Posted on by Imarticus Learning
Reading Time: 4 minutes

Portfolio management is crucial for making the most of one’s investments. It helps investors to deal with the risks of the derivatives market. The best results are achieved when investors are actively involved in portfolio management. Portfolio management cushions the risks of the money market and successfully increases the returns on investment. 

Investment Banking Training

Portfolio management mainly functions as a SWOT analysis of various investment areas, considering the objectives and risk tolerance capacity of the investors. Hence, it aids in generating significant profits and protecting the earnings from the dangers of financial markets. A good investment banking certification program can assist one to learn all essentials about the subject.

What is Portfolio Management?

Portfolio management is the idea and technique of choosing and overseeing the various areas of investments. It is mainly concerned with long-term investments and financial objectives keeping in mind the ability of rest tolerance of every company or investor. In other words, portfolio management is the process of dealing with the funds and investments of an investor for a specific period of time.

Portfolio management is essential to protect the funds of the investors from the potential market risks in the money market. The basis of portfolio management is to make better decisions regarding the funds of the clients. Portfolio management not only yields better profits for the investors but also protects their funds from the dangers of the financial markets.

Objectives of Portfolio Management

The main objective and purpose of portfolio management are to assist in selecting the best investment option for an investor. It should be decided to keep in mind the age, earnings, time period and ability to tolerate the risk of the investor. 

The major goals of portfolio management can be enumerated as follows:

  • Increasing the value of the invested capital. 
  • Escalating the returns on investment.
  • Improving the overall quality of the portfolio.
  • Minimising the risks of the financial market.
  • Properly allocating the resources.
  • Expanding the reach of the portfolio.
  • Safeguarding the earnings against the risks of the money market.

Essential Elements of Portfolio Management

The success of portfolio management depends upon the long-term assets of the investors. The assets include cash and cash equivalents, securities deposits etc. by understanding the basics of stock, borrow and lending, one can have a better grip on effective portfolio management. 

The following are the important elements of portfolio management: 

Asset allocation

Asset allocation is all about understanding the nature of different assets and how distinct they are from each other. It means that some assets are less volatile whereas some are highly volatile. Good portfolio management involves investing in different types of assets which will give a good balance and mix of investments to the investors.

Asset allocation helps investors to protect their funds from the risks of the money market. More assertive investors concentrate on investing their funds in volatile areas such as growth companies. whereas investors with a cautious investment portfolio tend to invest more in reliable assets such as equity, Government bonds etc.

Diversification

It is impossible for individuals to accurately predict which investment areas are more profitable and which areas can bear losses. A judicious course of action is to gather a portfolio of investments that provide wide and diversified exposure to certain classes of assets. Sticking to any particular investment area all the time is not an intelligent approach.

Diversification involves laying out the risks and rewards of the investments across or within various asset classes. Diversification aims to identify the returns on investment of all the sectors over a period of time tracking the degree of volatility of each asset. Any individual cannot be totally sure about which security will perform the best and which will surpass the other. 

Rebalancing

Rebalancing is a way of returning the portfolio to its original form. It can be done by realigning the weights of assets in a portfolio. Rebalancing involves regularly selling and buying assets to maintain the degree of asset allocation and risks that was the original intention of the investor.

Rebalancing is mostly done by selling high-value securities and investing that amount in lower-value securities. The rebalancing process allows investors to understand the gains and increase the growth potential in high-value sectors. However, it also maintains the alignment of the portfolio with the initial risk and return profile.

Tax efficiency

An important parameter of portfolio management is how it reduces taxes over a longer period. This relates to the use of various retirement accounts, the period for which different securities are held and the various types of securities maintained. 

For instance, certain Government bonds are exempted from tax. Investing in such securities is an advantage for investors. It implies that any dividend earned through such securities does not come under the purview of taxes. Considering tax efficiency and making smart investments is an essential feature of portfolio management.

Types of Portfolio Management

Portfolio management can be classified into four broad categories that are stated as follows:

  • Active portfolio management: This type of portfolio management mainly focuses on increasing the return on investments by buying undervalued stocks and selling them when the prices rise.
  • Passive portfolio management: This category of portfolio management tries to maintain a fixed type of portfolio by following the present market pattern. Here, the returns are comparatively low but the investment area is less volatile.
  • Discretionary portfolio management: In this type of portfolio management the investor gives complete authority to the portfolio manager to make wise investments on the investor’s behalf.
  • Non-discretionary portfolio management: In this category of portfolio management the portfolio manager can only make suggestions regarding the investment options. It is upon the investor whether one wants to accept or reject the advice.

Conclusion

Effective portfolio management is essential as it allows investors to select the best area and strategy for investing their funds, especially for a longer duration. Making investments is however based on multiple parameters such as rest tolerance, age of the investor and earning capacity. Good portfolio management invests the funds considering all the parameters and still making profits out of it.

If you are interested in becoming an investment management expert and learning the roots of portfolio management then the Certified Investment Banking Operations Professional course by Imarticus is the best pick for you. This course is appropriate for finance graduates with little or no experience. You can learn the insightful features by attending the classroom or online training. You can Ace the world of portfolio Management and investment banking by gaining deep knowledge with the help of the course.

Poor investment banking skills? Know how your career could suffer

Posted on by Imarticus Learning
Reading Time: 3 minutes

Poor investment banking skills? Know how your career could suffer

What is the meaning of investment banking? 

A specific division of a bank provides investment banking services. It includes the following services – 

 

  • Underwriting – The process of underwriting helps organisations raise capital. It caters to the primary market and helps entities go public through the IPO. 
  • Mergers and Acquisitions – When you learn investment banking, you can offer advisory services to sellers and buyers and manage the M&A process end-to-end. 
  •  Equity Research – You can apply investment banking skills in conducting equity research which can help investors acquire related trading information. 
  • Asset Management – When you take your investment banking skills a notch higher, you can offer asset management services for various investment products to individuals or institutions. 

 

What are the basic skills that make a good investment banker? 

If you are someone who has set their eyes on making it big in the investment banking industry, make sure you have the following skills. These traits are important to possess to be a good fit for the industry – 

  • Close attention to detail 
  • Ability to execute directions well 
  • Critical thinking ability 
  • Hands-on experience in financial modelling 
  • Strong finance and accounting knowledge 
  • Willingness to work long hours 
  • Team player 
  • Excellent interpersonal communication skills 

Some of the skills listed above are basic and required for most finance roles. For example, if your communication skills are not upto the mark, it can be difficult for you. Good communication skills are a must-have in the investment banking arena. Since investment banking is a fast-paced job requiring you to be on your toes, having poor skills will leave you behind. You will not be able to match up to the pace of the work, leaving you under immense stress. Let us consider an example; imagine that you are an investment banking associate assigned to an M&A engagement.

You will be required to work on the acquisition strategy and discuss the acquisition planning with the relevant stakeholders. If your research is good enough but you cannot share your ideas wisely, the entire effort can go down the drain. Timely communication is the key to success in a lot of tasks. If you cannot convey crucial and confidential information in time to the parties, it can prove to be a loss in business.

On the other hand, let’s say you prepare a financial model for a new product launch of a pharma company. The model has to depict all the necessary information and special data on the market study. Even though you may have captured the market survey extensively, it may not be very useful if you do not present it distinctly. So to conclude, we can safely say that being on top of things will not be beneficial if you are not doing it effectively.  

Close attention to detail is one of the most sought-after investment banking skills. A lot of your time as an investment banker will be spent on collating data and delivering presentations to your clients. If you are not well organised, the task can be tedious, and you may miss out on essential information. It is a very important part of the training to analyse the data efficiently.

Due to the high stakes, the intensity is also quite high in investment banking. You cannot afford to be sloppy or miss out on anything that can be relevant to your client. When it comes to using tools such as Excel, you are expected to have advanced knowledge. As clients expect reports to be timely available, you are not expected to lose time on the spreadsheet by spending long hours.

Opting for a certificate in Investment banking

If the above points have raised a concern for you, you need not worry. We are here to resolve all your concerns as we bring you a certificate in investment banking. You can learn about investment banking comprehensively in the course. The certificate in investment banking will equip you with diverse knowledge of financial markets. You will learn how to build financial models and conduct valuations using different methods. The syllabus is quite vast and will help you become industry ready as it covers the latest market trends.

The interview preparation guides will help you land your dream job. As a future investment banker, you will be able to develop a high aptitude for all the areas required for the job. Overall, the investment banking certificate is a complete package and will make you a thorough professional. So go on, and take a step towards growing your career! 

If you want to know more about it, you can visit our webpage, contact us through chat support, or drive to our training centers in Mumbai, Thane, Pune, Chennai, Bengaluru, Delhi, and Gurgaon. 

5 Benefits Of Banking And Finance Courses

Posted on by Imarticus Learning
Reading Time: 2 minutes

5 Benefits Of Banking And Finance Courses

The sector of banking and financial services is sizable and fiercely competitive. It frequently ranks high in rankings of the industries people want to work in. A job in banking and finance may be a financially rewarding dream for a well-educated person. 

According to a study, this economic sector makes up more than 25% of the global economy. As a result, professional banking course knowledge is necessary for long-term success in this industry. A banking and finance degree can lead to various exciting and lucrative career paths. 

Here are five benefits of choosing this type of educational path.

  • Gain a comprehensive understanding of the financial sector 

Studying banking and finance courses will give you a thorough understanding of how the financial sector works. This knowledge can be beneficial if you pursue a career in this industry. Students get organized instruction through hands-on experimentation, software learning, practical training, and growth possibilities. Upon course completion, candidates receive a professional qualification and certification that aids their career advancement.

  • Learn Financial Management Skills

Everyone in the banking and finance sectors must have strong financial management abilities. You can respond to challenging financial situations and stay current with these abilities. 

  • Challenging Career Opportunity

A degree in banking and finance can allow you to work with people from all over the world. You will learn about different financial systems and how they operate. In addition, you will develop vital research and analytical skills. This expertise is highly sought after by employers in the banking and finance industry.

  • Long-term career objectives

Your resume should begin with a degree in banking and finance from a reputable university. Employers inside and outside the sector see this set of abilities favourably and positively. A student has the highest chances of landing better employment in the future if they can pass an entrance exam and obtain experience working for a recognized firm.

  • Help you become a successful entrepreneur.

With a banking and finance degree, you can acquire the skills necessary to become a successful entrepreneur. This certificate in investment banking provides you with knowledge in areas such as business administration, accounting, and investment analysis. In addition, a banking and finance degree can allow you to network with other professionals in the field.

Learn investment banking courses with Imarticus Learning

The Certified Investment Banking Operations Professional program will give students a good start on their investment banking careers. This financial modelling certification will give students the skills they need to succeed in banking operations, treasury, and clearing services at all production levels.

Course Benefits for Learners

  • Students will learn how to manage complex securities and derivative products, their trade-life cycles, and the roles involved in investment banking operations.
  • With over 8,000 placements completed and a pay increase rate of 60%, students may get the support they need to start their investment banking careers.
  • After finishing the CIBOP course and related assignments, students will get an industry-recognized certificate.

Contact us through chat support, or drive to one of our training centers in Mumbai, Thane, Pune, Chennai, Bengaluru, Delhi, and Gurgaon. 

Beginner In Trading In Derivatives Markets?

Posted on by Imarticus Learning
Reading Time: 3 minutes

Beginner In Trading In Derivatives Markets?

What are derivatives?

Derivatives are financial assets that are linked to an underlying stock, bond, currency, exchange rate, commodities, or market indices. Their value is derived from the underlying asset to which they are linked. Before you start trading in derivatives, you must understand what they are, what the risks associated with them are, and the mechanics of trading in them.

Derivatives prices normally move in the direction of the underlying security or financial instrument to which it is linked. For instance, if it is an equity-linked instrument, then it will move in the direction of the equity share. Derivatives have gearing.

This means that their price movements will be multiplied exponentially in either direction. That is why we are required to trade derivatives cautiously. If you want to develop an investment banking career for yourself, doing an investment banking course that specializes in derivative markets with Imarticus learning Pvt Ltd. is the guaranteed path to success.

Types of derivative securities

The types of derivative securities are given below:

  • Futures

This is a contract between two parties to buy or sell a particular asset at a pre-determined price at a future date. This represents an obligation on the part of the two parties to settle the contract. The oldest form of a derivative contract is the futures contract. Future contracts are linked to stock indices, interest rates, and commodities including oil and gold. Futures contracts are settled either by delivery of the physical commodity or by the payment of the difference. 

  • Options

In contrast to a future, an option only gives a choice or opportunity to the buyer to settle or not settle the contract. If the buyer does not exercise the option, the option expires worthless. Options are either bullish bets or bearish bets on the price direction of the underlying commodity. When you buy a call option, you pay a small premium to obtain the right to get a large exposure to the underlying stock. 

As your capital outlay, when you purchase a relatively small call option, options are said to have leverage. Leverage or gearing in options means there is a high risk of volatility or violent fluctuations in prices. When you sell a put option, you protect your capital losses from price levels below the strike of the put option. Options have both time value and intrinsic value. As options approach maturity, the time value of the option expires.

  • Swaps and Forward contracts

These contracts exist in currency markets and are usually used to hedge currency risk, especially by import-export companies. They are also sometimes used for speculative purposes to profit from interest rate and exchange rate movements. Future contracts are over-the-counter contracts, and in swap contracts, one type of cash flow is swapped for another. Swap contracts are used to exchange currency exchange rate risk and also default risk on a cash flow or a loan or cash flows from business transactions.

  • Commodity futures

This is one of the largest futures markets and is linked to metals, oil, and agricultural commodities.

What are derivative contracts used for?

Hedging: Derivative contracts are used to protect from adverse movements in the security markets and commodity markets. You already hold positions in the underlying instrument. To hedge against the risk, you take opposite positions in the derivatives market. Violent fluctuations in the physical securities market are canceled out by opposite movements in the derivative market so that the portfolio impact is minimized.

If you have a large stock portfolio, this can be hedged by selling the underlying index futures or options in the derivatives market. Bear in mind that the stock portfolio should mirror the stock index components as much as possible. Only then this strategy would be useful.  

Speculation: When options and futures are traded without any exposure to the underlying physical instrument, it becomes a speculative trade. Due to the innate leverage present in options, the potential for violent fluctuations and large losses exists.

Leverage: To capitalize on the opportunity to leverage a small amount of capital to get a big payoff.

Advantages and disadvantages of derivatives

Derivatives can help to hedge portfolio risks, lock in prices of contracts and mitigate risks. On the flip side, derivatives have the potential to create large losses due to their gearing and are exposed to counterparty and interest rate risk.

Key takeaways 

If you are a beginner in derivatives trading, make sure that you trade derivatives cautiously after you develop a complete understanding of the instruments. You should prudently step into the derivative markets after you do an investment banking course. Understanding derivatives will also help you in having an investment banking career. The first step in this direction is completing the investment banking course.

Visit Imarticus Learning Pvt Ltd. to understand all about learning to use derivatives. Our Investment banking courses are structured to meet your learning requirements. Contact us through chat support, or drive to our training centers in Mumbai, Thane, Pune, Chennai, Bengaluru, Delhi, and Gurgaon.  

Derivatives markets: Stock and futures options might be more similar than you think

Posted on by Imarticus Learning
Reading Time: 3 minutes

Introduction

People who don’t know a lot about the derivatives market might not be aware of the factors that make futures and stock different. There are some similarities between stocks and futures but they are usually known for their differences. To understand the derivatives markets much better, you will have to take some Investment banking courses.

If you want to understand the securities market better, you will have to understand the basics of stocks and futures. You can try and learn investment banking from the online courses that we provide if you want to make a career in investment banking.

Similarities between Stocks and Futures

The most prominent commonality between the stocks and futures is that they are traded at an organized and legal exchange. You can short sell futures, and the same is applicable for stocks. However, a short sell in the case of stocks can only be made when the stock price goes up the tick.

A course in investment banking will give you a better understanding of how stock and future options have several similarities along with their differences. These securities have several overlaps, which makes it essential for you to understand the involved nuances.

Both of these instruments allow you to diversify your portfolio; stocks and futures can be used to invest in various industries and areas. Furthermore, both forms of securities are readily available. You can usually buy and sell stocks on the spur of the moment, giving you immediate access to your funds.

Investment Banking Course

The futures market is also quite liquid, with futures contracts changing hands regularly. Stocks and futures can also be used to generate cash. Dividends are a common source of current income for many stocks. Because futures contracts are marked to market daily, they generate cash flow, positive or negative.

The other prominent feature of both of these securities is that they are traded through a middleman like a broker in most cases. Also, in both of these investments, one of the primary focuses is exposure to the physical assets. You receive a contract or a certificate when you get into a future contract and when you buy a share. We have looked at some similarities. Now, let’s look at some of the differences between the two securities.

Differences between Stocks and Futures

You are not investing in a corporation when you buy futures. Instead, you’re purchasing a contract that gives you access to real assets such as maize, soybeans, coffee, or oil. Futures contracts can be bought for stocks, bonds, currencies, and even the weather. You may have a share certificate in your hand, or at the very least, see the security displayed in your online account if you invest in stocks.

When you decide to invest in equities, the number of shares available is limited until the firm sells more on the open market. Stocks don’t usually expire when a company is still operating. For long-term equities investors, “buying and holding” is frequent. On the other hand, futures contracts require you to promise to buy or sell a commodity at a future date. It’s not about buying and holding with futures; instead, it’s a technique for entering and exiting the market.

Conclusion

We at Imarticus provide the best courses in the finance domain that will help you gain the required expertise and become a seasoned professional. You can take up the Certified Investment Banking Operations Professional that we offer if you want to know investment banking in and out. 

 

The CIBOP courses that we offer are designed to provide both basic and advanced knowledge on everything involved in the investment banking field. The course will cover everything on the Derivatives Markets. 

Must-have Soft Skills for Investment Bankers

Posted on by Imarticus Learning
Reading Time: 3 minutes

What Does an Investment Banker Do?

A career path in the financial market is getting the attention of high-qualified professionals, as it has a good salary and career prospects. In the financial accounting roles, an investment banker is a very profitable track, but also a very complex one. An investment banker can be hired either by an individual or by an institution with the aim of raising capital for a company.

In this sense, the investment banker is a facilitator, an advisor who manages risks wisely, increasing liquidity and profit. An investment banker will be a figure who will carry out complicated transactions, issue securities, documenting, and communicating decisions made on behalf of their clients. Moreover, this advisor will take care of the shares offered by the private entities in the public market.

Investment Banker Profile

Being a complex transaction dealmaker is a job that needs high standards and qualifications. This means that the professional needs an advanced finance background. Not only is there a need for knowledge of the financial markets, but also a deep understanding of math.

best JAIN MBA online coursesHowever, if the idea is to enhance the professional trajectory, certifications, diplomas, and relevant experience will always be vital.

An international, industry-based MBA in investment banking will not only provide a robust curriculum but also a critical mindset to cope with the challenge.

The Must-Have Soft Skills

As aforementioned, investment banking is a deeply analytical career. In this case, this means that the professional will need to be competent to use a diverse set of banking tools, understand and master the accounting principles, have a systemic deep comprehension of the company’s cost structure, liquidity, core strategic and financial performance. To summarise, culture, finance, and stakeholders’ management encompass the non-extensive list, to align and comprehend the goal, mission, and purposes of the top management at the core of each company. 

All in all, this means the professional must be efficient and resilient to cope with the varied set of missions. Being able to work under pressure within a team, smiling through long days, building a tough shell and being a hard nut to crack, are some of the qualities that are needed. This will be complemented with a high sense of responsibility and transparency through the transactions. All this together with deep knowledge about innovation, cutting-edge industries and technology. 

Advanced Skill Learning from Imarticus

The challenge seems to be quite big, and sometimes impossible. However, with the right education and guidance, becoming a top-level professional in the new age of investment banking is possible. Imarticus offers a high-level quality program from India’s prestigious JAIN University.

The degree has adapted to the dynamic panorama derived from the COVID-19, including innovative technological tools, to have solid online learning about every paradigm of the cutting-edge New Age FinTech solutions and Investment Banking Operations. This degree will be a unique asset to your career development, enriched with the development of critical, entrepreneurial skills.

With the JAIN MBA strong career support supplementary program, you will get connected to the international level alumni and to high impact recruiters, enhancing your chances with an added 1-to-1 mentorship to ensure access to a competitive job market.

Conclusion

If you are looking for a very competitive career path in the banking sector, specifically in investment and equity matters, having a strong background will not be a plus but a primary requirement. Apply now to the JAIN MBA degree in Investment Banking and Equity Research to skyrocket your career.

The world is rapidly changing and adapting, you should as well. Apply to our program and learn from the experts about the best banking tools to catapult you into the career of your dreams.

Enhance your Resume with These Online Certificate Courses for MBA Students

Posted on by Imarticus Learning
Reading Time: 2 minutes

Colleges are starting, and you’re thinking about applying for jobs. One of the first things employers will ask for is a resume, which can be intimidating if you don’t have any work experience to list. But what if I told you that it’s possible to build your resume with online certificate courses?

In this blog post, we’ll discuss how taking just a few courses from top universities worldwide can provide an excellent foundation to show future employers that you are serious about advancing in your current position! This blog post will outline the best online MBA courses.

MBA IN FINTECH PROGRAM:

  • The interactive FinTech learning experience allows students to apply what they have learned to real-world business challenges and circumstances.
  • This rigorous JAIN(Deemed-to-be-University) online MBA program comprehensively examines the paradigms of New Age FinTech, providing the student with a high-quality learning experience.
  • Hands-on training from industry experts, real-business case studies, tech-enabled projects based on Blockchain, Cloud Computing, and other prominent New Age tech tools, as well as valuable interactions with FinTech industry leaders and entrepreneurs, will empower their professional FinTech knowledge like never before.

MBA IN INVESTMENT BANKING & EQUITY RESEARCH:

  • Banking and finance are varying at a breakneck pace, primarily fueled by cutting-edge transformational technologies.
  • As a result, New Age Investment Banking’s complexity has evolved to mirror these shifts.
  • The widespread use of financial technology has dramatically transformed the global economy’s dynamics, leading to a surge in demand for tech-savvy New Age Investment Banking Professionals.
  • This comprehensive Online MBA program delves deeply into the many paradigms of New Age Investment Banking, providing a student with a high-quality learning experience.

PROGRAM FOR DUAL BANKING AND FINANCE MANAGEMENT

  • This dual Banking and Finance Management program is excellent for individuals wanting to advance their BFSI professions thanks to its innovative curriculum and two parallel study pathways.
  • This unique approach to professional education redefines students’ industry knowledge and successfully enhances their vocational talents throughout their learning journey.
  • NMIMS Global Access MBA (Distance) in Banking and Finance Management is a comprehensive, 24-month unique combination of two industry-endorsed Finance and Banking courses specially designed to upgrade existing careers in the booming Banking and Finance industry.
  • Suppose students are searching for all of the advantages of a traditional Masters in Banking and Finance. In that case, Masters in Quantitative Finance, Masters in Banking and Financial Economics, or Masters in Financial Management, this globally renowned PGP in New Age Banking Program is the answer.

Explore JAIN MBA Program with Imarticus Learning:

This JAIN MBA includes hands-on instruction from industry professionals and covers every vital area of course. Students may apply what they learn in the immersive tech-enabled learning experience to real-world business settings and challenges.

Some course USP:

World-Class Academic Professors to learn from through live online sessions and discussions.