1.

Wealth Management:
 Definition: Wealth management involves the comprehensive
management of an individual's or family's financial assets and
investments to achieve their financial goals.
 Key Components: It includes financial planning, investment
management, retirement planning, estate planning, and risk
management.
 Objective: The primary goal is to grow and protect the client's wealth
over the long term while considering their financial objectives and risk
tolerance.
2. Equity Research with Bloomberg Terminal:
 Equity Research: This field involves analyzing financial data, market
trends, and company performance to provide investment
recommendations, especially regarding stocks.
 Bloomberg Terminal: It is a financial data platform that provides real-time
market data, news, and analytics. Equity researchers use it extensively
for data analysis, financial modeling, and staying updated on market
information.
 Role: Analysts use Bloomberg Terminal to gather and analyze
information, create financial models, and make informed investment
decisions.
3. Foreign Exchange Management & Treasury Management:
 Foreign Exchange (Forex) Management: Involves the management of
currency exchange risks associated with international trade and
investment. It includes strategies to hedge against currency fluctuations.
 Treasury Management: Encompasses the management of an
organization's liquidity, cash flow, and financial risks. It involves
optimizing the use of financial instruments and managing exposure to
interest rates and market fluctuations.
 Importance: Both Forex and Treasury management are crucial for
multinational corporations to mitigate risks and ensure efficient financial
operations in a global context.

Business Analytics:
 Definition: Business Analytics involves the use of data analysis and statistical
methods to derive meaningful insights, make informed business decisions,
and optimize business processes.
Key Components:
 Data Analysis: Employing statistical methods to analyze large datasets and
extract meaningful information.
 Predictive Analytics: Forecasting future trends based on historical data and
statistical models.
 Descriptive Analytics: Summarizing and interpreting historical data to
understand past trends.
 Prescriptive Analytics: Recommending actions for optimal future outcomes
based on analysis and predictions.
Applications:
 Decision Making: Providing data-driven insights for strategic planning and
operational decisions.
 Performance Optimization: Improving efficiency, productivity, and overall
business performance through data-driven strategies.
 Customer Analytics: Understanding customer behavior and preferences for
enhanced marketing and satisfaction.
 Risk Management: Identifying and mitigating risks through analysis and
prediction.
Tools and Technologies:
 Data Visualization Tools: Presenting data visually for better understanding.
 Statistical Software: Using tools like R or Python for statistical analysis and
modeling.
 Machine Learning: Employing algorithms for learning and improving
predictions.
 Big Data Technologies: Handling and analyzing large volumes of data
efficiently.
Importance:
 Critical in the modern business environment for gaining a competitive edge
and making evidence-based decisions.
Career Opportunities:
 Roles include data analysts, business intelligence analysts, data scientists,
and other positions involving leveraging data for business improvement.