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How do investment banking consultants find clients?

Investment Banking CertificationQuestion: How do investment banking consultants find clients?

Answer: As noted in previous FAQ responses, the vast majority of investment bankers are employed by banks that can vary in size from global banking enterprises with tens of thousands of employees to regional boutique advisory firms with just a handful of professionals. Bankers who operate as independent consultants are likely to be former top-level bankers with impressive track records of transactions and large arrays of relevant contacts. Such bankers would find clients by staying plugged into their network and by getting referrals from a number of sources – management teams (CEOs, COOs, CFOs), lawyers, accountants, or even other investment bankers.

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If investment banking professional works as a consultant, do they have to have their own firm?

Investment Banking CertificationQuestion: If investment banking professional works as a consultant, do they have to have their own firm?

Answer: This response should be prefaced by noting that investment banking professionals do not typically work as consultants; they are most often associated with a bank. Such banks can vary in size from global banking enterprises with tens of thousands of employees to regional boutique advisory firms with just a handful of professionals.  It might be possible for an experienced banker to eventually work on his/her own as a consultant while still calling him/herself an “investment banker.” This might be the case for a top-notch banker with an impressive track record of transactions and a large array of relevant contacts.

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Where do investment banking professionals normally work?

Investment Banking CertificationQuestion: Where do investment banking professionals normally work?

Answer: Investment bankers normally work in the offices of major banking institutions. In the United States, New York is the head of the investment banking world, but many national/global banks also have regional offices in cities including San Francisco, Chicago, Boston, Los Angeles and other major cities. Around the globe, other hubs of investment banking include London, Hong Kong, and Tokyo with many further investment banking employees located in major global cities such as Paris, Sydney, Frankfurt and Zurich. There are also numerous regional investment banks in the US and other countries; regional banks may specialize in servicing local companies or they may focus in a particular industry niche.

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How do I become an investment banking professional?

Investment Banking CertificationQuestion: How do I become an investment banking professional?

Answer: The normal route to a job as a first-year investment banking analyst or first-year associate is to participate in on-campus recruiting at your university. The process usually involves submitting a personalized cover letter along with a resume. The banks then invite their top choice candidates to an on-campus interview. After that interview, a more select group are asked to visit the bank’s office for a “super Saturday” – a full day of approximately eight interviews with bankers of various titles from various groups. If all went well thus far, the candidate may then receive a job offer to join a group of incoming bankers.

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What does a normal work-day look like for an investment banking professional?

Investment Banking CertificationQuestion: What does a normal work-day look like for an investment banking professional?

Answer: Long workdays are extremely common in the investment banking industry. Junior bankers (analysts and associates) frequently work 80-hour weeks (or even longer ones). Working weekends is also par for the course. A typical day might see a junior banker working on more than one project. One common class of tasks centers on valuation analysis (usually comparable companies, precedent transactions and discounted cash flows, the last of which usually requires the creation of a financial projection model). Other tasks could include work on pitch books, offering memos, client meetings, travel for due diligence, and even work on recruiting the next group hires for the bank.

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What is important to know about the investment banking profession when interviewing?

Investment Banking CertificationQuestion: What is important to know about the investment banking profession when interviewing?

Answer: The three most important questions that an interviewer is trying to answer for himself/herself are: is the interviewee smart, can the interviewee do the work, and do I like the interviewee. It is important that candidates present themselves in such a way that the interviewer feels that each of those three questions has been answered. Interviewees should research the firm to which they are applying. They should demonstrate that they understand what bankers do on a daily basis; this means knowing that banks value companies, help companies in mergers & acquisitions and help companies in raising capital (equity and debt).

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Private Equity Seed Capital

The following video is borrowed from the Certified Private Equity Professional training program.  I am frequently asked for advice on how to secure seed capital for a private equity firm.  In this video, I cover some strategies for obtaining seed capital for a private equity startup.


 Video Transcript/Summary: The strategies and tips provided within this video module include:

Coming soon.

If you’re interested in learning more about private equity through our private equity training program, visit https://businesstraining.com/Private-Equity-Certification.html

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Why Invest in Private Equity?

The following video is borrowed from the Certified Private Equity Professional training program.  A common question we receive is simply, “Why invest in private equity?” In this video, you will learn some of the common reasons that investors choose to invest in private equity.


Video Transcript/Summary: The strategies and tips provided within this video module include:

  1. Coming soon.

I hope that this video has given you some reasons to consider investing in private equity if you meet the requirements and have sought counsel with a financial and/or legal professional.

Your friends here at https://investmentcertifications.com

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Hedge Funds and Private Equity

The following video is borrowed from the Certified Private Equity Professional training program.  In this video, you will hear about the differences and similarities between hedge funds and private equity.


Video Transcript/Summary: The strategies and tips provided within this video module include:

  1. Coming soon.

I hope that this video has helped you understand the differences and similarities between hedge funds and private equity.

Your friends here at https://investmentcertifications.com

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