Investment Banking

 Learning Journey

An investment banking career evolves from foundational financial knowledge to operational expertise, progressing into buy side and sell side specialization governed by stringent regulatory frameworks.

Learners analyze financial markets and instruments, evaluate operations and apply regulatory frameworks to develop end to end investment banking expertise.

  • Financial System & Key Instruments
  • Investment Banking Overview
  • Reference Data Management
  • Trade Lifecycle and ISDA
  • Corporate Actions
  • Anti Money Laundering & KYC
  • Management Services
  • Accounting & Fund Operation
  • Risk Management
  • Regulatory Environment

KEY REPONSIBILITIES

RELEVENT JOB ROLES

  • IB Analyst

 

  • Equity Research Analyst

 

  • Derivatives Operations Analyst

 

  • AML Operations Analyst
  • Fund Operations Analyst

 

 

  • KYC Operations Analyst

 

NOTE :- The salary range is up to ₹2.5 LPA to ₹6 LPA, depending on the candidate’s skill set and market conditions

  • Corporate Actions Analyst
  • Financial Analyst (Junior)
  • Deal Support Analyst
  • M&A Analyst

KYC Ops Analyst

M&A Analyst

HOW??

WHAT

I DO??

Investment Banking Analyst and Junior Associate roles are entry-level, skill-building positions suitable for freshers, while Vice President, Director, and Managing Director roles require years of experience, deal leadership, and high-level decision-making responsibility.

Career Growth Path

IB Analyst

 

Focus:- Financial Ecosystem

 

Growth:- Jr.Analyst → Sr.Senior → Associate

Modules:- Financial System, Key Instruments, IB Overview

 

 

Focus:- Hedge Funds

 

 

 Hedge Fund Ops Analyst

 

Trade Support Analyst

Focus:- Trade Life Cycle

 

 

 

 

Growth:- Jr.Analyst → Sr.Senior → Associate

Growth:- Jr.Analyst → Sr.Senior → Associate

Modules:- Financial System, Key Instruments, IB Overview & Management Services

 

 

Modules:- Financial System, Key Instruments, Trade life cycle and Reference data management

 

 

Job counter :- 00+

Job counter :- 00+

Job counter :- 00+

Focus:- Operations Support

 

 

 

 

Focus:- Equities & IPO Process

 

 

 

 Equity Research Analyst

 

Focus:- Fixed Income Instruments

 

 

 

 Middle Office Analyst

 Fixed Income Operations Analyst

 

Modules:- Financial System, Key Instruments, Trade life cycle and Risk Management

 

 

Growth:- Jr.Analyst → Sr.Senior → Associate

Growth:- Jr.Analyst → Sr.Senior → Associate

Growth:- Jr.Analyst → Sr.Senior → Associate

Modules:- Financial System, Key Instruments, Risk Management

 

 

Modules:- Financial System, Key Instruments, Risk Management

 

 

Job counter :- 00+

Job counter :- 00+

Job counter :- 00+

Focus:- Derivatives & it's key instruments

Focus:- Know Your Customer

 

Modules:- Financial System, KYC process and Regulatory environment  

 

 

 KYC Operations Analyst

 

Focus:- Asset & Wealth Management

Modules:- Financial System, Accounting & Fund operations, Regulatory environment

 

 Derivatives Operations Analyst

 Fund Operations Analyst

 

Growth:- Jr.Analyst → Sr.Senior → Associate

 

 

Growth:- Jr.Analyst → Sr.Senior → Associate

 

 

Growth:- Jr.Analyst → Sr.Senior → Associate

 

 

Modules:- Financial System, Derivatives, Trade life cycle and Risk Management

 

 

Job counter :- 00+

Job counter :- 00+

Job counter :- 00+

 AML Operations Analyst

Focus:- Anti Money Laundering

 

 

   Compliance Analyst

Modules:-  Financial System, Regulatory environment and Risk Management

Focus:- Importance of Regulatory Compliance

Growth:- Jr.Analyst → Sr.Senior → Associate

 

 

Growth:- Jr.Analyst → Sr.Senior → Associate

Modules:- Financial System, AML process and Regulatory environment  

 

 

Job counter :- 00+

Job counter :- 00+

Quick Mapping

Financial System + Financial Instruments → Jr.Analyst Roles

 

Derivatives + Foreign Exchange → Mid Level or Product Specialist Job Role

 

Fund Operations + Compliance + Experience → Leadership Roles

 

Trade Operations + Compliance → Associate Roles

 

Financial Strategy + Risk Management → Sr. Analyst Role

 

IB-Job Roles

By Content ITV

IB-Job Roles

  • 41