AI-Powered

Investment Banking

Agenda 

 Understand what Investment Banking actually is

 Learn the core functions

 Understand IB departments & career paths

 Identify skills required for roles

 See how our program prepares you

 AI Tools Uses in Investment Banking

What People THINK Investment Banking Is

Home loans
 &
education loans

Deposits and withdrawals

Credit and debit card services

Savings accounts and fixed deposits

What Investment Banking ACTUALLY Is

Investment Banking operates at the corporate & institutional level to help organizations make big financial moves.

How it Works ?

Capital Raising
•IPOs, debt & equity funding
• Connecting companies with large pools of capital

Mergers & Acquisitions (M&A)
• Advising on buying, selling & merging companies
• Strategic growth and restructuring decisions

Trading, Sales & Research
• Executing trades in financial markets
• Supporting institutional investors with insights

through Three Core Functions:

Why Investment Banking Exist ?

As companies grow, their financial needs become more complex:

  • They need large amounts of capital
     

  • They want to expand into new markets
     

  • They may want to buy or sell businesses
     

They need access to capital markets and investors

As companies grow, their financial needs become more complex:

  • They need large amounts of capital
     

  • They want to expand into new markets
     

  • They may want to buy or sell businesses
     

They need access to capital markets and investors

Investment banks

exist to:

Connect companies with capital
Advise on strategic decisions
Execute high-value financial transactions

Why Investment Banking Exist ?

Investment banks

exist to:

Connect companies with capital
Advise on strategic decisions
Execute high-value financial transactions

In simple terms

”investment Banking helps companies and institutions
raise money, make strategic decisions, and operate in financial markets.”

 

Why Investment Banking Exist ?

IB DEPARTMENT STRUCTURE

Support Functions: (Middle Office & Back Office)

Risk Department & Legal
Compliance & Treasury
IT, HR, Accounting
Onboarding Operations

Front Office(Revenue-generating)

Corporate Finance
M&A
Sales, Trading & Research

AI TOOLS IN FINANCE

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The Advantages of AI Tools in Finance.

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MarketLens

Global Financial Markets Analysis

Skillset Needed to Strive

Technical Skills

Financial statement analysis
Valuation & financial modeling
Capital markets & M&A basics
Advanced Excel & PowerPoint
Market & company analysis

Skillset Needed to Strive

Technical Skills

Financial statement analysis
Valuation & financial modeling
Capital markets & M&A basics
Advanced Excel & PowerPoint
Market & company analysis

Soft Skills

Analytical thinking
Attention to detail
Clear communication
Discipline & time management
Adaptability & learning mindset

How Our Program Prepares You

 

Project-First-Approach

Learn 360

Soft skills & professionalism

Core finance foundations

AI-powered learning tools

WHY SIGN UP WITH US

PRO

Practical & role-aligned

Beginner

1

WHY SIGN UP WITH US

PRO

Practical

&

role-aligned

Beginner

Designed

by

industry professionals

1

2

WHY SIGN UP WITH US

PRO

Practical

&

role-aligned

Beginner

Designed

by

industry professionals

Skill-first,

not

theory-first

3

1

2

PRO

Practical

&

role-aligned

Beginner

Designed

by

industry professionals

Skill-first,

not

theory-first

Clear career mapping

3

1

2

4

WHY SIGN UP WITH US

PRO

Practical

&

role-aligned

Beginner

Designed

by

industry professionals

Skill-first,

not

theory-first

AI mapping

career

Interview

&

placement support

3

1

2

5

4

WHY SIGN UP WITH US