Investment Bank Study Guide
This guide systematically outlines the core knowledge framework of investment banking, covering financial market fundamentals, business operations, financial analysis, risk management, and practical applications, constructing a comprehensive learning path from theory to practice.
Structure of Financial Markets and Core Concepts
Financial Markets Basics
Core Business Classification of Investment Banks
Core Business and Operating Mechanisms of Investment Banks
Business Classification and Process
- M&A Business: Valuation of Target Companies, Transaction Structure Design
- IPO Underwriting Business: Roadshow Planning, Price Model Construction
- Asset Management Business: Fund Product Design, Investment Research System Construction
- Business Coordination Mechanism: Cross-departmental collaboration and Process standardization
Organizational Structure and Customer Management
Financial Analysis and Valuation Models
Financial Statements and Ratio Analysis
Risk Management and Compliance Framework
Market Risk and Hedging Strategy
Compliance Framework and Regulatory Requirements
Comprehensive Practice and Strategic Decision-Making
Project Practical Application and Case Analysis
- IPO Project Practice: Full-Process Simulation from Roadshow Planning to Underwriting Pricing
- Practical M&A: Valuation and Transaction Structure Design Case Studies
- Practical Asset Management: Fund Product Design and Investment Research System Construction
- Practical Cross-Border Financial Operations: Bond Issuance in Free Trade Zones and Operation of Green Finance Products
Strategic Decision-Making and Industry Insights
- Industry Research Methods: PESTEL Analysis and Industry Life Cycle Identification
- Investment Strategy Formulation: Industry Concentration and Combination Application of Valuation Models
- Risk Management Decisions: Optimization of Capital Structure and Risk Hedging Balance Strategy
- Digital Transformation Strategy: Prospects of Application of Blockchain Technology in Financial Transactions