Priyanshu Pandey

SKILLS REQUIRED
FOR INVESTMENT
BANKING
 Priyanshu Pandey

CORPORATE FINANCE KNOWLEDGE

ACCOUNTING KNOWLEDGE

VALUATION ANALYSIS

SECTOR UNDERSTADING

MICROSOFT APPLICATIONS

CURRENT DEVELOPMENTS AWARENESS

PEOPLE SKILLS
 Priyanshu Pandey

CORPORATE FINANCE KNOWLEDGE

This includes topics covered in CFA L1 like

fundamentals of -

Equity Investments
Fixed Income
Portfolio Management
Corporate Issuers

Example - Components of Beta. Looks simple, but

when grilled from left & right, can become a tough
nut to crack! Clarity over basic concepts is
extremely important
 Priyanshu Pandey

ACCOUNTING KNOWLEDGE

Covers Financial Statement Analysis. Includes an

understanding of the linkages of 3 financial
statements i.e. P&L A/c, Balance Sheet & Cash
Flow Statement.

Example - Organization has made sales of Rs.

100 Lakhs, what are the implications across the
3 statements.

Pen, paper and writing down each part of a

question, helps in smooth sailing of this
segment!
 Priyanshu Pandey

VALUATION ANALYSIS

Methods to value an organization. Some of the

methods includes-

DCF
Enterprise Value
EBITDA
Market Capitalization

Example - What is DCF, when is it used and what

are its components?
 Priyanshu Pandey

SECTOR UNDERSTANDING

Knowing A-Z of a sector of current work experience

or interest.

One of the best ways to showcase knowledge in this

sector is with preparation of a financial model.

Financial model helps in showcasing keen

interest to prospective employers and
strengthens one's understanding of the sector as
well
 Priyanshu Pandey

OTHERS

Microsoft application - IB is grueling in terms of

working hours. Comfort over excel shortcuts and
powerpoint basics helps in bringing a 14 hour day
to 12 hours

Current developments awareness - Knowledge of

major deals cracked in economy and
developments across financial world shows
“always on toes” attitude
 Priyanshu Pandey

OTHERS (CONT'D)

People skills - This profile involves communication

with clients and third parties for successful
execution of a deal. Smooth conversations and
carefully used words goes a long way in a
successful outcome

Disclaimer - Above info is limited to the skills that I

have come to know from personal and peer group
experiences.
 Priyanshu Pandey

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