Investment Portfolio Management Training Course

The key objective of this training course is to empower professionals to—
• acquire complete information and a detailed understanding of investment banking and all other related facets
• help one’s organisation streamline and enhance processes, systems and operation to achieve operational excellence
• foresee and address any challenges and risks posed to one’s organisation before the impact gets severe and unavoidable
• mentor other professionals aspiring to build a career in investment banking or colleagues on best practices of investment banking
• introduce and implement technology to make input, recording, monitoring and maintenance of data smarter, faster, safer and more accurate
• assume roles and responsibilities requiring multitasking between different functions and processes, overseeing overall operations, thereby demonstrating one’s talent and capabilities to assume higher positions within the organisation, supporting growth and progression
• analyse and appropriately interpret available data and information to provide strategic guidance and advise to one’s organisation, in turn supporting career growth and development
• compete with and perform at par with other certified professionals in the global market, attracting greater opportunities for career development
Course Content
Types of Investment Banks
• Bulge bracket investment banks
• Middle-market investment banks
• Global commercial banks
• Boutique investment banks
Services Included Under Investment Banking
• Underwriting
o Firm commitment
o Best efforts
o All-or-none
• Mergers and acquisitions
• Sales and trading
• Equity research
• Asset management
Clients of Investment Banks
• Governments
• Corporations
• Institutions
• Pension funds
• Hedge fund
Investment Banking Skills
• Financial modelling
o 3-statement models
o Discounted cash flow models
o Leveraged buyout models
o Budget model
• Business valuation
o Comparable company analysis
o Precedent transactions
o Discounted cash flow analysis
• Pitchbooks and presentations
• Transaction documents
o Confidential information memorandum
o Investment teaser
o Term sheet
o Confidentiality agreements
• Relationship management
• Sales and business development
• Negotiation
Organisational Structure (Core Investment Banking Activities)
• Front office
o Corporate finance
o Sales and trading
o Research
• Middle office
o Risk management
• Back office
o Technology
Sources of Funding
• Consultant fee
• Interest on funds
• Commission
Risks in Investment Banking
• Market risks
• Liquidity risks
• Concentration risks
• Credit risks
• Re-investment risks
• Inflation risks
• Horizon risks
• Longevity risks
• Foreign investment risks
Challenges Facing Investment Banks
• Profitability destroyed
• Efficiency and productivity crisis
• Structurally higher costs
• Control failures
• Cultural crisis
• Misaligned products
• Legacy technology
• Intensifying competition

METHODOLOGY
The training methodology integrates lectures, interactive discussions, collaborative group exercises, and illustrative examples. Participants will acquire a blend of theoretical insights and hands-on practical experience, emphasizing the application of learned techniques. This approach ensures that attendees return to their professional environments equipped with both the competence and self-assurance to effectively implement the acquired skills in their responsibilities.

DATE:
1ST BATCH: 4th – 7th Feb,2025
2ND BATCH: 3rd – 6th June,2025
3RD BATCH: 21st – 24th Oct,2025