The Investment Banking Analyst Program

Categories: Corporate Training

About Course

The Investment Banking Analyst Program is an intensive online training course designed to equip aspiring finance professionals with the technical skills, industry knowledge, and strategic thinking required to excel in investment banking. Delivered by experienced professionals, the program blends theory with real-world application, preparing participants for roles in M&A, capital markets, financial advisory, and corporate finance.

Core Investment Banking Concepts
Understand the structure and functions of investment banks
Learn about mergers & acquisitions (M&A), initial public offerings (IPOs), leveraged buyouts (LBOs), and capital raising
Accounting & Financial Statement Analysis
Analyze income statements, balance sheets, and cash flow statements
Perform financial ratio analysis and assess company performance
Financial Modeling
Build integrated three-statement financial models in Excel
Forecast revenue, expenses, working capital, and debt schedules
Valuation Techniques
Master DCF (Discounted Cash Flow), Comparable Company, and Precedent Transaction analysis
Apply valuation multiples such as P/E, EV/EBITDA, and more
M&A and LBO Analysis
Understand the full merger and acquisition process, including synergy analysis
Build basic LBO models and analyze returns (IRR) and sensitivities
Pitchbook and Presentation Skills
Create professional pitchbooks and client-ready presentations
Communicate complex financial data in a clear and structured format
Excel and PowerPoint Proficiency
Use advanced Excel functions, modeling shortcuts, and formatting best practices
Design visually compelling and organized PowerPoint slides
Industry & Market Research Techniques
Analyze market trends, industry structure, and company positioning
Integrate research insights into investment models and presentations
Interview and Career Preparation
Prepare for technical and behavioral interviews
Develop a strong resume, cover letter, and networking approach
Certification of Completion
Earn a professional certificate to demonstrate your skills and boost your career profile

Course Content

Module 1: Introduction to Investment Banking
Overview of the investment banking industry Key divisions: M&A, capital markets, ECM, DCM Role and responsibilities of an investment banking analyst Deal lifecycle and transaction types

Module 2: Accounting Fundamentals & Financial Statements
Introduction to financial accounting Income statement, balance sheet, and cash flow statement Key accounting principles (GAAP/IFRS) Working capital and cash flow dynamics Connecting the three financial statements

Module 3: Financial Statement Analysis
Ratio analysis (liquidity, profitability, leverage, efficiency) Trend and peer benchmarking Common-size analysis Red flags and quality of earnings

Module 4: Excel for Finance
Excel shortcuts and efficiency tools Best practices for financial modeling Dynamic formulas (INDEX/MATCH, IF statements, etc.) Scenario and sensitivity analysis

Module 5: Financial Modeling
Building a three-statement model from scratch Revenue and expense forecasting Linking financials with assumptions Modeling depreciation, working capital, and debt schedules Scenario and sensitivity analysis

Module 6: Valuation Techniques
Discounted Cash Flow (DCF) valuation Comparable company analysis Precedent transaction analysis Sum-of-the-parts and breakup value Valuation multiples (EV/EBITDA, P/E, etc.)

Module 7: Leveraged Buyout (LBO) Modeling
LBO structure and participants Sources & uses of funds Building a basic LBO model Internal rate of return (IRR) and sensitivity analysis

Module 8: Mergers & Acquisitions (M&A)
Deal process: buy-side vs. sell-side Accretion/dilution analysis Synergies and purchase price allocation Deal structures and financing options

Module 9: Pitchbooks & Presentation Skills
What goes into a pitchbook Structure of a typical client presentation Formatting and visual clarity in PowerPoint Storytelling and delivering insights

Module 10: Industry & Market Research
Understanding industries: TAM, trends, and cycles Equity research reports and data sources Competitive analysis and SWOT Building industry-specific models

Module 11: Career Prep & Certification
Resume and cover letter optimization Networking and informational interviews Technical and behavioral interview prep Mock interviews and case studies Final assessment and certification

The Investment Banking Analyst Program

About Course

Related

What Will You Learn?

Course Content

Module 1: Introduction to Investment Banking
Overview of the investment banking industry Key divisions: M&A, capital markets, ECM, DCM Role and responsibilities of an investment banking analyst Deal lifecycle and transaction types

Module 2: Accounting Fundamentals & Financial Statements
Introduction to financial accounting Income statement, balance sheet, and cash flow statement Key accounting principles (GAAP/IFRS) Working capital and cash flow dynamics Connecting the three financial statements

Module 3: Financial Statement Analysis
Ratio analysis (liquidity, profitability, leverage, efficiency) Trend and peer benchmarking Common-size analysis Red flags and quality of earnings

Module 4: Excel for Finance
Excel shortcuts and efficiency tools Best practices for financial modeling Dynamic formulas (INDEX/MATCH, IF statements, etc.) Scenario and sensitivity analysis

Module 5: Financial Modeling
Building a three-statement model from scratch Revenue and expense forecasting Linking financials with assumptions Modeling depreciation, working capital, and debt schedules Scenario and sensitivity analysis

Module 6: Valuation Techniques
Discounted Cash Flow (DCF) valuation Comparable company analysis Precedent transaction analysis Sum-of-the-parts and breakup value Valuation multiples (EV/EBITDA, P/E, etc.)

Module 7: Leveraged Buyout (LBO) Modeling
LBO structure and participants Sources & uses of funds Building a basic LBO model Internal rate of return (IRR) and sensitivity analysis

Module 8: Mergers & Acquisitions (M&A)
Deal process: buy-side vs. sell-side Accretion/dilution analysis Synergies and purchase price allocation Deal structures and financing options

Module 9: Pitchbooks & Presentation Skills
What goes into a pitchbook Structure of a typical client presentation Formatting and visual clarity in PowerPoint Storytelling and delivering insights

Module 10: Industry & Market Research
Understanding industries: TAM, trends, and cycles Equity research reports and data sources Competitive analysis and SWOT Building industry-specific models

Module 11: Career Prep & Certification
Resume and cover letter optimization Networking and informational interviews Technical and behavioral interview prep Mock interviews and case studies Final assessment and certification

Trending Courses

Trending College Workshops

Company

Contact

Categories

About Course

Related

What Will You Learn?

Course Content

Module 1: Introduction to Investment Banking Overview of the investment banking industry Key divisions: M&A, capital markets, ECM, DCM Role and responsibilities of an investment banking analyst Deal lifecycle and transaction types

Module 2: Accounting Fundamentals & Financial Statements Introduction to financial accounting Income statement, balance sheet, and cash flow statement Key accounting principles (GAAP/IFRS) Working capital and cash flow dynamics Connecting the three financial statements

Module 3: Financial Statement Analysis Ratio analysis (liquidity, profitability, leverage, efficiency) Trend and peer benchmarking Common-size analysis Red flags and quality of earnings

Module 4: Excel for Finance Excel shortcuts and efficiency tools Best practices for financial modeling Dynamic formulas (INDEX/MATCH, IF statements, etc.) Scenario and sensitivity analysis

Module 5: Financial Modeling Building a three-statement model from scratch Revenue and expense forecasting Linking financials with assumptions Modeling depreciation, working capital, and debt schedules Scenario and sensitivity analysis

Module 6: Valuation Techniques Discounted Cash Flow (DCF) valuation Comparable company analysis Precedent transaction analysis Sum-of-the-parts and breakup value Valuation multiples (EV/EBITDA, P/E, etc.)

Module 7: Leveraged Buyout (LBO) Modeling LBO structure and participants Sources & uses of funds Building a basic LBO model Internal rate of return (IRR) and sensitivity analysis

Module 8: Mergers & Acquisitions (M&A) Deal process: buy-side vs. sell-side Accretion/dilution analysis Synergies and purchase price allocation Deal structures and financing options

Module 9: Pitchbooks & Presentation Skills What goes into a pitchbook Structure of a typical client presentation Formatting and visual clarity in PowerPoint Storytelling and delivering insights

Module 10: Industry & Market Research Understanding industries: TAM, trends, and cycles Equity research reports and data sources Competitive analysis and SWOT Building industry-specific models

Module 11: Career Prep & Certification Resume and cover letter optimization Networking and informational interviews Technical and behavioral interview prep Mock interviews and case studies Final assessment and certification

Trending Courses

Trending College Workshops

Company

Contact

Categories

Module 1: Introduction to Investment Banking
Overview of the investment banking industry Key divisions: M&A, capital markets, ECM, DCM Role and responsibilities of an investment banking analyst Deal lifecycle and transaction types

Module 2: Accounting Fundamentals & Financial Statements
Introduction to financial accounting Income statement, balance sheet, and cash flow statement Key accounting principles (GAAP/IFRS) Working capital and cash flow dynamics Connecting the three financial statements

Module 3: Financial Statement Analysis
Ratio analysis (liquidity, profitability, leverage, efficiency) Trend and peer benchmarking Common-size analysis Red flags and quality of earnings

Module 4: Excel for Finance
Excel shortcuts and efficiency tools Best practices for financial modeling Dynamic formulas (INDEX/MATCH, IF statements, etc.) Scenario and sensitivity analysis

Module 5: Financial Modeling
Building a three-statement model from scratch Revenue and expense forecasting Linking financials with assumptions Modeling depreciation, working capital, and debt schedules Scenario and sensitivity analysis

Module 6: Valuation Techniques
Discounted Cash Flow (DCF) valuation Comparable company analysis Precedent transaction analysis Sum-of-the-parts and breakup value Valuation multiples (EV/EBITDA, P/E, etc.)

Module 7: Leveraged Buyout (LBO) Modeling
LBO structure and participants Sources & uses of funds Building a basic LBO model Internal rate of return (IRR) and sensitivity analysis

Module 8: Mergers & Acquisitions (M&A)
Deal process: buy-side vs. sell-side Accretion/dilution analysis Synergies and purchase price allocation Deal structures and financing options

Module 9: Pitchbooks & Presentation Skills
What goes into a pitchbook Structure of a typical client presentation Formatting and visual clarity in PowerPoint Storytelling and delivering insights

Module 10: Industry & Market Research
Understanding industries: TAM, trends, and cycles Equity research reports and data sources Competitive analysis and SWOT Building industry-specific models

Module 11: Career Prep & Certification
Resume and cover letter optimization Networking and informational interviews Technical and behavioral interview prep Mock interviews and case studies Final assessment and certification