Investment Banking and Private Equity

  1. Career Development and Essential Skills
    1. Investment Banking Career Progression
      1. Analyst Level
        1. Financial Modeling
          1. Research and Analysis
            1. Pitch Book Preparation
              1. Client Support
              2. Associate Level
                1. Client Interaction
                  1. Deal Execution
                    1. Team Management
                      1. Business Development
                      2. Vice President Level
                        1. Client Relationship Management
                          1. Deal Origination
                            1. Junior Staff Development
                              1. P&L Responsibility
                              2. Director/Managing Director Level
                                1. Client Coverage
                                  1. Business Strategy
                                    1. Revenue Generation
                                      1. Firm Leadership
                                    2. Private Equity Career Progression
                                      1. Associate/Senior Associate
                                        1. Deal Analysis
                                          1. Due Diligence
                                            1. Portfolio Monitoring
                                              1. Investment Committee Support
                                              2. Vice President
                                                1. Deal Sourcing
                                                  1. Investment Analysis
                                                    1. Portfolio Company Management
                                                      1. Fundraising Support
                                                      2. Principal
                                                        1. Deal Leadership
                                                          1. Investment Decision Making
                                                            1. Portfolio Strategy
                                                              1. Team Management
                                                              2. Partner/Managing Director
                                                                1. Fund Strategy
                                                                  1. Investor Relations
                                                                    1. Investment Committee
                                                                      1. Firm Management
                                                                    2. Core Technical Skills
                                                                      1. Financial Modeling
                                                                        1. Excel Proficiency
                                                                          1. Advanced Functions
                                                                            1. Model Architecture
                                                                              1. Error Checking
                                                                              2. Integrated Financial Models
                                                                                1. Three-Statement Models
                                                                                  1. DCF Models
                                                                                    1. LBO Models
                                                                                      1. Merger Models
                                                                                    2. Valuation Analysis
                                                                                      1. DCF Modeling
                                                                                        1. Comparable Company Analysis
                                                                                          1. Precedent Transaction Analysis
                                                                                            1. Sum-of-the-Parts Analysis
                                                                                            2. Due Diligence Skills
                                                                                              1. Financial Analysis
                                                                                                1. Industry Research
                                                                                                  1. Management Assessment
                                                                                                    1. Risk Analysis
                                                                                                  2. Soft Skills Development
                                                                                                    1. Communication Skills
                                                                                                      1. Written Communication
                                                                                                        1. Presentation Skills
                                                                                                          1. Client Interaction
                                                                                                            1. Stakeholder Management
                                                                                                            2. Analytical Thinking
                                                                                                              1. Problem Solving
                                                                                                                1. Critical Analysis
                                                                                                                  1. Strategic Thinking
                                                                                                                  2. Leadership and Management
                                                                                                                    1. Team Leadership
                                                                                                                      1. Project Management
                                                                                                                        1. Mentoring and Development
                                                                                                                        2. Relationship Building
                                                                                                                          1. Client Development
                                                                                                                            1. Network Building
                                                                                                                              1. Professional Relationships

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                                                                                                                          11. Legal and Regulatory Framework

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                                                                                                                          1. Foundations of Corporate Finance