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Investment Banking Prep Program

Stock Charts.

About the IB Prep Intensive Program

Leading investment banks hire new associates and analysts each year.  The competition for these spots is fierce and recruiting takes place at a limited set of schools. To qualify for these positions, you need to show that you are better prepared and more likely to succeed than other highly competitive applicants.  These applicants are graduating with excellent credentials from leading schools. 
 

This program was designed to give you that advantage.  The entire program is solely focused on helping you to achieve success.  The program trainers all work for the leading investment banks and train the new hires and interns every year.  Content will mirror the content of these training programs.  Not only will IB Career Prep help you get that offer, but your success will also be enhanced since you will have worked through the problems and cases with the same rigor that the investment banks offer.

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Overview of Course Plan

Accounting & Corporate Finance 
  • Accounting and valuation
  • Basic Accounting

  • Financial math

  • Excel usage for financial statements

  • Advanced Excel usage

  • Overview of corporate finance

  • Overview of corporate valuation

Structure of the Marketplace 
  • Exchange traded markets

  • Over the Counter markets

  • Alternative Trading Systems

  • Exchange Matching Engines

  • Trading Software and the Role of ISVs

  • Understanding spreads and outrights

  • Market Making

Fixed Income 
 
  • The mathematics of interest rates and yields

  • The Money Markets and the products

  • Fixed Income instruments, yield curves, and the bond market

  • Fixed Income Securities Lending

  • Credit analysis and credit spreads

Equity Markets 
  • Equity Issuance: Private to Public 

  • Equity market structure - Exchanges, OTC, Dark Pools

  • Trading stocks - Order Types, "mark to market" 

  • Equity products 

  • Equity derivatives: Futures, options, swaps 

  • Diversification 

  • Global Investing 

  • Portfolio Management - Benchmarks and Returns 

Foreign Exchange
  • Spot FX Market

  • Quoting conventions and dealing terminology

  • Settlement conventions

  • Long and short terminology

  • FX forward valuation 

  • Forwards and Futures

  • FX swaps 

  • Currency Crises 

Derivatives
  • Derivatives definitions

  • Futures markets and futures valuation 

  • Options - the "Greeks" 

  • Principles of swaps structures 

  • Interest rate swaps 

  • Commodity swaps 

  • Credit default swaps

Foreign Exchange
  • Spot FX Market

  • Quoting conventions and dealing terminology

  • Settlement conventions

  • Long and short terminology

  • FX forward valuation 

  • Forwards and Futures

  • FX swaps 

  • Currency Crises 

Credit Analysis
 
  • Fundamental principles of credit risk 

  • Business risk factors

  • Financial risk factors 

  • Cash flow and ratio analysis 

  • Leverage ratio analysis 

  • Liquidity

  • Credit rating agencies 

+852 3692-5997

info@ibcareerprep.com

Suite 11, 11F, Eastern Harbour Centre
28 Hoi Chak St
Quarry Bay
Hong Kong SAR

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