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Tag: career in capital market

How To Build a Successful Career in the Capital Market?

Posted on by Imarticus Learning

Capital markets are regarded as one of the most influential markets worldwide. The debt capital markets alone constitute about $1,1821 trillion of the total rate globally. The number indicates the market’s position as a valuable career path.

A career in capital market can prove both lucrative and immensely satisfying. However, to what extent can it be fruitful, or to what depth can it benefit your interests, is a question that needs some pondering.

Keep reading as we explore how the capital market works and the steps to build a successful career.

Understanding the Capital Market

The capital market is a one-stop market for buyers and sellers where they trade stocks, bonds, derivatives, and financial assets to raise funds. It deals with two separate entities— lenders and borrowers.

The lenders include bankers and investors. Investors are entities like governments, privatised companies, and even individuals. 

Components of the capital market

  • Primary market

The role of the primary market is to accommodate securities. Underwriting groups take care of primary markets and mainly comprise investment banks.

  • Secondary market

The secondary markets deal with the purchase and selling of securities. This market facilitates direct trading between investors and traders rather than between companies issuing securities. 

Types of financial instruments traded in the capital market

  • Stocks: Stocks are instruments representing your ownership of the company.
  • Bonds: Bonds are debt securities borrowed by the lender and given out with a periodic interest rate. They are traded in the bond market.
  • Derivatives: Derivatives represent financial contracts like futures, options, and swaps. These are traded on derivative exchanges.
  • Commodities: Commodities comprise raw materials and agricultural goods. Goods that come under commodities range from wheat, rice and natural gas to precious metals like platinum, gold, and silver, exchanged over ETFs and futures contracts.
  • Mutual funds: A mutual fund accumulates money from multiple investors and diversifies it into stocks, bonds, and diverse other assets.

Tips To Build an Amazing Career in the Capital Market

A career in capital market can be especially satisfying if you have a penchant for trading. Follow the below-mentioned steps to build your dream career within the bounds of the capital market.

Educational qualifications

The relevant educational qualification can help you acquire a fundamental understanding of financial markets work. IIM finance courses can help you in this regard, covering various topics, including financial analysis, investment strategies, risk management and market trends. 

Gain practical experience

Practical experiences can enhance your readiness to make sound choices. It is also a great place to test your problem-solving skills and demonstrate your expertise.

Leverage technology and innovation

If you’re in the capital market, you must know about the traditional techniques and learn from previous examples. However, staying updated with the latest tools in the market is an essential tenet of advancing in the field. Take advantage of the software, and don’t let algorithms slide by you.

Embrace financial regulations and compliance

Maintaining compliance with the regulatory bodies ensures you have transparency and uphold the integrity of the job. Additionally, ensuring ethical standards and codes of conduct gives you the upper hand in landing a deal. 

Look for professional developments

Continuous professional development is paramount in moving forward in the capital market. For instance, staying up-to-date with the latest market trends and investment strategies can pay well and position you as a valuable asset to your organisation. Opting for a capital market course can help you upskill and maintain your relevance in the industry. By actively engaging in a course, you can understand the advantages and drawbacks associated with the market.

Navigate the market

To overcome financial challenges, you must gain market experience and hone your instincts. Individuals must understand the long-standing impact of their actions in the trade market. They must also understand vital terms like volatility, risk and uncertainty and develop a long-term philosophy. After all, effective risk management involves diversifying and maintaining a well-balanced portfolio.

Conclusion

Navigating the capital market requires immense dedication that can only be achieved through thorough theoretical knowledge and practical experience. The crux of the capital market lies in people taking risks and making informed decisions despite having many available options.

Master the most vital aspects of the capital market by enrolling in reputable online courses. Consider signing up for IIM Lucknow online certificate courses focusing on a collective learning experience. Gain IIM Lucknow alumni status and boost your career prospects.

Enrol in a course and see for yourself to know more about the market. Sign up today!

Trade Life Cycle – The Process of Buying And Selling!

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What is trade?

Trade is the process of buying and selling any financial instrument.

The lifecycle of a trade is the fundamental activity of investment banks, hedge funds, pension funds, and many other financial companies. There is no better way to understand the workings of a financial institution than to follow the progress of a trade through all of its various stages and all the activities performed upon it. In the financial market, “trade” means to buy and/or sell securities/financial products. 

 

To explain it further, a trade is the conversion of an order placed on the exchange which results in pay-in and pay-out of funds and securities. The trade ends with the settlement of the order placed.

All the steps involved in a trade, from the point of order receipt and trade execution through to settlement of the trade, are commonly referred to as the ‘trade lifecycle’.

Trading has evolved from a humble apple grower wanting a stable price for his produce come harvest time, to a complex and exciting industry comprising a significant share of the global economy, and more recently, taking a hand in saving it. 

It is the fundamental activity of investment banks, hedge funds, pension funds, and many other financial companies. There is no better way to understand the workings of a financial institution than to follow the progress of a trade through all of its various stages and all the activities performed upon it.

Just like any other product, even trade has its life cycle involving several steps, as those with a career in Capital Markets know.

All the steps involved in a trade, from the point of pre-negotiations and trade execution through to settlement of the trade, are commonly referred to as the trade life cycle. The Trade life cycle consists of a series of logical stages and steps.

What are the Steps Involved in a Trade Life Cycle?

1. Sale

  • This is a process of client acquisition in which HNIs or Institutional clients are introduced to various investment products or vehicles.
  • These vehicles or products are available with an Investment Manager or Bank by whom the client’s investments are managed.
  • The investments are collectively called Mutual or Hedge funds.


2. Trade Initiation and Execution

  • This is the process of placing an order in the market.
  • Trade Initiation and Execution can be done both in Order and Quote-driven markets.
  • This depends on the choice of a marketplace and the external platform.
  • Once the order is placed and it gets matched, the trade is said to be executed.


3. Trade Capture

  • Trades are then booked internally in an FO system for it to flow down to the operating systems.
  • It is booked in a Risk Management System (RMS)


4. Trade Validation and Enrichment

The reference data team set up the static and dynamic details which help middle office teams to validate the trade, before releasing instructions into the market.


5. Trade Confirmation 

  • This is an extremely critical step for the trade settlement.
  • Trade details and SSIs are agreed with the counterparty at bachelor schreiben lassen least a day before the settlement date.
  • Confirmation via depositories like Euro clear/DTCC


6. Trade Settlement 

This is the process of simultaneous exchange of cash versus securities for a security trade or cash versus cash for a Derivatives trade.


7. Reconciliation 

Reconciliation involves matching ledgers against statements to ensure correct accounting of all trade books.

The beauty of Investment Banking Operations, as taught in any school of investment banking, is the trade life cycle and its mechanisms akademisches ghostwriting.  It has always fascinated me to think how innovative and creative a financial institution can work to get a job done.
Whilst working through the life cycle, one must keep in mind the reason for its existence, the end result and the factors that surround it.

Steps Involved in a Trade Life Cycle

Pointers to remember:

  • The reason the market and its participants trade securities and financial instruments hausarbeit schnell schreiben, the current drivers and trends in modern securities markets.
  • The methods the trades are executed, that any financial analyst course can teach you.
  • It is very important for an organization to identify, describe and create a clear picture of the events scheduled for a trade.
  • The operations team needs to be familiar with the key terms used in the fields of trade processing and its administration
  • Understand the interaction and dependability of each department through which the trade flows.
  • Understand the role of IT, identify the gaps which IT can resolve especially Straight Through Processing techniques
  • Most importantly, what can go wrong where and what are the risks involved in every step of the trade life cycle ghostwriter bachelorarbeit kosten, be it credit, market, liquidity or operational risk.

The main reasons for the failure of a trade life cycle could be due to controls not adhered to or failure by any department of any of the people involved in the trade life cycle.


If you are looking for a Capital Markets course, or want to explore an Investment Banking Career, get to know more about the trade lifecycle through focused training and this blog could be a good starting point ghostwriting preise.

To know more about this, you can also visit – Imarticus Learning  Also can contact us through the Live Chat Support system or can even visit one of our training centers based in – Mumbai, Thane, Pune, Chennai, Bangalore, Hyderabad, Delhi, and Gurgaon.

How to make a career in the capital markets?

Posted on by Imarticus Learning

Capital markets are markets where you purchase and sell various financial products. This field is constantly evolving, and there is vast scope in trading securities related to debt or equity. Since more and more people are becoming interested in such trade, a career in the capital markets can be rewarding.

If you wish to learn and have a job in capital markets, you should opt for financial services and capital market courses. At Imarticus Learning, we ensure that students develop the necessary knowledge and offer certification from IIM Lucknow. 

Start a Successful Career in the Capital Markets

To become successful in the capital markets, you need to have a well-rounded knowledge of what the primary and secondary markets offer. You also need to develop the necessary skills to work or build a career in the capital markets. The primary market is where you or any other investor can find equities, bonds, or other new securities. Now you can trade these acquired securities in the secondary market. 

To successfully buy and trade securities, you need to develop specific skills. An Advanced Management Program in the capital market will help you learn the details of the markets and how you can launch your career in the industry. We at Imarticus Learning ensure that you receive a holistic education. As a part of the program, our instructors will teach you both technical skills and soft skills. It is crucial to understand financial risk, investment banking, and FinTech to become an expert in capital markets. Therefore you will have to research these domains and acquire knowledge through specialisations and hands-on experience. 

The capital markets are demanding, and to be successful, you need to understand the markets and your client’s needs. When working in a company that deals with capital market transactions, you may be in charge of providing advice to potential investors, running the IPO markets, or acquiring and trading specific stocks. For all such jobs, you need to have a complete understanding of how the capital markets function, what kind of client interactions are necessary, and how the changes in the capital markets can influence the condition of the business. If you can accurately analyse and make the right decisions, you are bound to have a successful career. 

Why Choose Imarticus Learning? 

As mentioned before, you need to have the right skills and knowledge to start a career in the capital markets. At Imarticus Learning, we offer an Advanced Management Program in

Financial Services and Capital Markets. This is a course that is in collaboration with IIM Lucknow. You will receive a certificate from IIM Lucknow and get Executive Alumni status. We have developed the curriculum keeping in mind the current industry needs, and it is focused on numerous hands-on training, specializations, and projects.

You will be learning through a unique peer networking and campus immersion system. When you interact with your peers and build essential networks with industry experts, you are in a better position to excel in the field. 

After six months of rigorous study and training, we offer the capital markets certificate. As a part of the campus immersion, you will get to spend 36 hours on-campus at IIM Lucknow and learn from industry experts and academicians. To enroll in the program, you need to have at least two years of work experience. We also prefer candidates to have a graduate degree. Thus, this is the best course for mid-level professionals or those looking to switch careers. 

Apart from capital markets, Imarticus Learning offers training in corporate finance, FinTech, valuation and equity, and risk management and compliance. Such an advanced curriculum, along with capstone projects, will prepare you for lucrative jobs and a thriving career. 

Use of Data Analytics in Improving Working Capital Management

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What is working capital management?

Working capital is an organization’s utilization of money to cover its daily needs, such as paying for raw materials, supplies, and salaries. The term can also be applied to individuals. Working Capital Management is defined as “managing cash flow so that it fulfills all the business needs”.

For example, if you have $10 in your wallet but need $100 worth of groceries today, your working capital would be negative $90. Working capital management takes care of the flow of funds within the organization. It ensures that funds are available to meet short-term obligations without having to borrow or sell assets. It’s essential for all businesses because it affects the growth and the profits of the company.

Without sufficient working capital, companies will fail before utilizing their full potential. Working capital management is a critical function for every company. Whether you are operating in the manufacturing or service industry, managing your working capital will impact your ability to grow and succeed.

How does it help the organizations?

Data analytics can help organizations measure how much money they need for their working capital based on their current situation. This way, they can improve their working capital management by minimizing risks such as overinvesting or underinvesting in one area while neglecting others.

There is a need for both MSMEs and large manufacturers to remotely manage their supply chain, cash flows, etc. This has led to a rapid and massive shift away from manual processes. This is where automation comes into play – Accounts Receivable Automation (ARA) was developed as an alternative solution by many companies who needed more control in this area of their business while still managing all aspects with less workforce. These systems allow businesses to deal directly with suppliers and it drastically cuts down processing between payments and delivery.

Application in the real world

In the past few years, the use of Data Analytics has been steadily increasing as a way for organizations to understand their customers better and identify trends.

In today’s world, data analytics is indispensable as it facilitates the efficient working of an organization. The proper recording and analysis of every activity related to the manufacturing cycle of the products help in having visibility of the processes.

Data Science Course

One particular area where Data Analytics can be applied is in examining customer payment patterns, such as when customers pay or don’t pay on time. For example, one company found that because of the customers who paid late, they were losing roughly about $21 million annually due to delayed payments from other clients. It also examined the reasons as to why people pay late. They came up with several insights like cash crunch during month-ends, etc. that stopped them from making these payments.

Using a company’s balance sheet and cash flow statement, a financial analyst can determine when the business has excess funds and also the times when they need more money. This analysis can then be used to establish an appropriate financing strategy that balances the company’s needs with its ability to repay the debt over time. Data Analytics makes the entire process smoother and better.

Conclusion

To maintain change, it is imperative to differentiate between noise and signal. This is done by developing measurable, granular  KPIs that are monitored strictly. Carefully analyzing historical data can provide valuable insights into managing networking capital by quickly finding and dealing with emerging issues.

Contact us today if you want to be well equipped when it comes to dealing with such situations. With a digital analytics course, implementing these tactics in your business becomes easier.

With a data science course, you become aware of the techniques that go into it. The course comes along with a placement opportunity so that you’re all set to apply your business analytics knowledge in managing operations.

Equity Research Analyst: Enhance Your Career Portfolio with This Most Sought-after Profession

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In today’s era, financial decisions by businesses and investors are taken only after conducting proper research. Financial decisions can include investing in a company or opting out of a share/stock. There is no limit to financial decisions that can be encountered by businesses and investors.

To decide whether a financial decision is beneficial or not, equity research is performed. You can also build your career as an equity research analyst and work with the top organizations. Read on to know more about making a career as an equity research analyst.

best equity research analyst courseUnderstanding the role of an equity researcher 

An equity researcher is responsible for carrying out an analysis of a firm, stock, or any other type of financial entity. The information produced by equity researchers is then used by investment banks, shareholders, and companies to make better financial decisions.

For example, investors perform equity research to know which investment ventures will provide a huge return in the future. Companies value a project with the aid of equity research to make sure it is beneficial. In short, equity research is the valuation of a company or a venture/project.

An equity research analyst performs the following tasks for its organization/client:

  • An equity researcher has to develop a company portfolio that will be used to generate capital from investors. Company portfolio will be the ideal documents used in investment meetings and IPOs.
  • An equity researcher develops financial models and calculates the estimated income, cash flow, revenue, and returns of capital.
  • An equity researcher monitors the market situation continuously and provides updated reports to investors. Based on the generated reports, investors can then make better decisions.
  • An equity researcher evaluates the financial position of the firm in comparison to its competitors. This also predicts the growth of a company based on current performance and trends.

How to become an equity researcher?

You will have to learn the basic skills of financial analysis and modeling to become a successful equity researcher. Colleges in India do not offer a designated course for equity research. It can be included as a subject/topic in a traditional college course. For learning financial analysis, you may have to opt for the complete degree program. Also, the recent COVID pandemic has made it tough for colleges in India to conduct classes.

Nowadays, students are leaning towards EdTech platforms for financial analysis courses. You need to select an industry-oriented financial analysis course that could make you job-ready. Imarticus Learning is a reliable source that can help you in building a successful career as an equity researcher.

Why choose the financial analysis course from Imarticus?

 The Financial Analysis Prodegree offered by Imarticus is endorsed by KPMG, a leading accounting firm in the country. The pros of choosing the financial analysis course of Imarticus are listed below:

financial analyst course

  • This course will help you in an easy career transition and will make you job-ready. Imarticus has successfully transformed the career of more than 2400 enthusiasts.
  • Six real-world projects offered by this course to students make it one of the best financial modeling courses in India.
  • A KPMG-endorsed curriculum will ensure that you learn the job-relevant skills and common practices in the industry.
  • Most of the financial modeling courses do not provide tech-enabled learning. This course will also introduce you to the tools and technologies used by equity researchers in the industry.

Conclusion 

financial analysis prodegree courseImarticus will help you in learning the concepts of equity research from industry experts. With a practical learning approach, you will learn equity research techniques by performing them in real life. You will obtain industry certifications during this course that will enhance your credibility as an equity researcher.

What Qualification Does One Need To Go For Capital Market Training?

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If you are passionate about the Finance industry and have a fine knowledge and interest in the Sensex and nifty, why not make a career in the Capital Market and become a Capital Market Analyst?

A Capital Market Analyst is the one who combines sales, consultation, trade, and banking and balances these to work for the cause. With the market growing vast, there is a rewarding career in the Capital Market Analysis. Today we have professional training in Capital Market that produces highly skilled analysts.

What does a Capital Market Analyst do?

The Analyst can be found working in a various established organization such as Hedge Funds, consulting firms, the investment banking group, and other related firms.

They have a key role in facilitating communication between the company, investment firms, and research organizations. Companies count on them to bring the best possible deal for the clients and investors both. Capital Market Analyst is the supporter of the business that seeks capital investment in their company or the other way around.

The responsibilities of a Capital Market Analyst are: 

  • Communicating with the investors: They are the first ones who start the communication with the investors and are also responsible to research about them in details.
  • Setting or negotiating price: It is the responsibility of the analyst to deal with the pricing and thus they need to be highly persuasive and also adjusting in nature.
  • Organizing events: These analyst act as the middleman between the firms and the companies and thus will make efforts and organize events for the frequent meetings.
  • Pitching documents: They prepare the pitching documents that contain clear messages with all the details and helps to put forward the case.
  • Closing the deals: Last but not least, the analyst’s seals and finalizes the deal and ensures satisfaction on both sides.

Qualifications and Skill required to become a Capital Analyst

It is a field which requires all-round varying knowledge and different skills to be put together to create huge profit for the employers. In today’s contemporary times, a specialist is preferred who have a specific area of focus but some key qualities need to be present in common.

They require prominent knowledge in :

  • Trading
  • Settlements
  • Custody
  • Compliance
  • Risk
  • OTC derivatives
  • Finance
  • Prime Brokerage
  • Knowledge of IT Softwares

To become a Capital Analyst, one will need at least a Bachelor’s Degree in Finance, Business, Statistics or related field. Though there are no hard and fast qualification requirements to train in Capital Analysis, having strong communication skills, negotiation skills, analytical and research skills will surely give an upper hand. Also, if you intend to become a specialist in certain fields such as Healthcare, Tech, Media and Communication, you need to have deep knowledge about the sector.

There are several pioneer institutes in the country that run Capital Market Courses and provide top-notch training in the making of Analyst experts. The capital market tutorial is an easy way to gain basics in this field that will boost up your start. These tutorials are easily available, highly simplified that ensures the technicalities of this field are easily understood.

Share and Derivatives Analysis

Derivatives are among the most powerful financial tools which mainly represents contracts between two parties and derives its value from an underlying asset. The most common types of derivatives are stocks, commodities, market indexes or interest rates.

With shares and derivatives as a fast-growing financial instrument category, it becomes of utmost importance that a company dealing with finance takes measures for Share and Derivative Analysis. Derivative Analysis plays a pivot role in eliminating risks and helps in making successful predictions about the company and its future performances. This analysis indicates how well a firm is doing in the market in comparison to its competitors.

Share and Derivative analysis manifest complete details about the company’s strengths and weaknesses, its business relations, financial performances and all those factors that affect its earnings, dividends and future growth prospects. This analysis tool is being used worldwide to initiate successful trades. The purpose of the analysis is to help make more financially sound investment-related decisions by the investors.

Ways to learn Share and Derivative Analysis

Today, we have access to multiple sources of education that are easily accessible and highly reliable. To learn about Share and Derivative Analysis, a beginner needs to focus on fundamentals and basics of derivatives. There are so many resources and different platforms that can help gain a strong and sound knowledge about how derivative analysis works. Few of the ways we can approach are,

  • Read books
  • Tutorial videos
  • Certified courses
  • Resources and guidelines available online and offline
  • Blogs and Articles
  • Online and Offline Seminars

All the above-mentioned categories are helpful for a beginner to gain knowledge in this field. A word of advice is to make sure the resources are reliable and credible. For more details, you can also contact us through the Live Chat Support system or can even visit one of our training centers based in – Mumbai, Thane, Pune, Chennai, Hyderabad, Delhi, Gurgaon, and Ahmedabad.