Dhanraj Gala on LinkedIn: 🚀 Excited to Share My Latest Learning Milestone! 🚀 As part of my… (2024)

Financial Modelling - isn’t just about crunching numbers; it’s the art of sculpting a narrative from data and illuminating pathways to value creation 💹 . Delighted to share my recent achievement 🎓 ; and my steps into the world of INVESTMENT BANKING 💱 , including of a 2-day certification course run by City Investment Training , instructed by Sameer Merchant, CFA.Day 1 comprised of:- Front end vs. back end;- Ways to move from backend to frontend;- Values of Bulge bracket banks and boutique banks;- Basics to assessing Buy/Sell for a company’s share by evaluating EPS, PE, Fv, LTP;- Insightful resources to upskill oneself for a career in Investment Banking (IB);- Common errors in starting the IB industry include a need for more commercial awareness, internship, knowledge, etc.Day 2 comprised of:- Introduction to accounting for IB;- Introduction to practical financial model and valuations;- Queries of attendees in relation to a career in IB;- Excel model preparation for financial evaluation. Excited to start in this challenging ⏳, dynamic field and apply my knowledge to drive results, unlock new opportunities 🔓 and positions in the highly competitive banking sector 👨💻 .#InvestmentBanking #FinancialModelling #CareerGrowth

34

1 Comment

Develop a passion for learning. If you do, you will never cease to grow!So here, glad to share that have added some more certificates in my folder 📂First one.Investment banking from Bank of America! It was a great experience to know about the work of investment banker and also completed some assignment which was provided by the mentor. Second one.Client engagement from Bloomberg!From this course I got to know more about the client relationship management and the best sales techniques. The best sales techniques I learn from here is....- Always ask open ended questions from clients.* Start with why, how, what if? This learnings was immense form both of this virtual experiences.#bankofamerica #investmentbanking #investing #clients #relationshipbuilding #sales #learning #virtualinternship

31

4 Comments

YesterdayI was grateful for the opportunity to attend St. James's Place Financial Adviser Academy careers insight day. Scott Stevens led an engaging first session on understanding the financial service industry and what SJP offers within it. We discussed:▪HowInflation erodes the purchasing power of money emphasizing the need to make your money work for you (rather than sewing it within the bottom of your curtains)▪Various asset types available to earn a financial return on your investment such as mutual funds, individual stocks, real estate, and other commodities.▪Key values at SJP and their continuous development towards a sustainable future Following on from this, Sushant Chudal Cert CII held a Q&A with Sophia Lerche-Thomsen, CFA, and Brooke Baker who both shared their personal experiences in the financial services industry. ▪Gained valuable industry insights and inspiration from listening to real life client experiences▪Revealed the personal satisfaction you can achieve from this role by helping clients and understanding their needs.Hannah Steinerhosted a session discussing the importance of a linked in presence:▪Highlighting key features such as scheduled posts▪How to make an attractive profile to stand out from othersMatt Cross (MCSI),joined us discussing his career path to becoming a financial advisor:▪Delivered insightful information on qualifications needed to provide financial advice and what the 3 examining bodies styles of assessment involve (good luck on your upcoming results)▪The transfer he undertook to running his own business▪Highlighted key strategies with real life experiences on how he builds strong client relationships,Sam Yates and Callum Breheny led an insightful session on the practical uses of AI within SJP and the financial services industry:▪Showcasing AI as a change for good which isn’t threatening employment opportunities in the industry but yet enhancing them.▪Explained the capabilities AI has in reducing the workload/admin for financial advisors so they can spend more of their time with clients understanding their needs further The session concluded with Sarah Thomas highlighting upcoming opportunities within St James's Place. I would like to finish by giving a big thanks to Matt Cordas for hosting and co-ordinating the event and to all guest speakers that joined sharing their industry knowledge and experiences with us.I am thoroughly inspired by the event today, and am excited by the prospects of starting to complete necessary qualifications such as the CFA Investment Management Certification to show my enthusiasm towards the industry, when applying for potential summer internships and placement years in the coming months.

31

1 Comment

Is Investment Banking for you? 💰💡You have to ask this question to yourself early. We’re talking first-year-of-university type of early. It’s not the question you should ponder on after graduation, as your chances to get in are not going to be great. Why? Because you need to win an internship. Recruiting for it starts years in advance. And if you end up not liking it, you can always switch and work in a different industry later on. Also, make sure you find yourself in a prestigious university as the chances to get a placement increase drastically.“But what if I’m not an undergraduate at a top university?”Well, you need to think hard about whether you want to put in the back-breaking amounts of effort required to get into IB. We’re not trying to scare you, but it’s important to be realistic. With 10% of the effort required to get into IB, you could start a side business, start investing, learn coding, and go freelancing.Still determined to go into IB?➡ First, you must REALLY want to spend a lot of time in Excel and PowerPoint➡ Second, you must REALLY want to advise clients on equity, debt, and M&A transactions➡ Third, you must REALLY want to get into corporate development or Private Equity as an exit strategy. If these apply to you, follow our page to find out the steps on how to get into investment banking. #CainMann #InvestmentBanking #IB

5

I had a tough time after my MBA building a successful career in Investment Banking. The moment I transitioned was the best feeling for me and had a wonderful experience working at EY.𝗜 𝗵𝗮𝘃𝗲 𝗯𝗲𝗲𝗻 𝗿𝗲𝗰𝗲𝗶𝘃𝗶𝗻𝗴 𝘀𝗲𝘃𝗲𝗿𝗮𝗹 𝗶𝗻𝗾𝘂𝗶𝗿𝗶𝗲𝘀 𝗮𝗯𝗼𝘂𝘁 𝘄𝗵𝗮𝘁 𝗺𝗮𝗱𝗲 𝗺𝗲 𝗿𝗲𝗮𝗰𝗵 𝗮 𝗰𝗮𝗿𝗲𝗲𝗿 𝗶𝗻 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗕𝗮𝗻𝗸𝗶𝗻𝗴. Today, I will declare the steps and strategies. Investment banking is one of the most promising career paths in the field of Finance. But only a few candidates can match the demands of this role after their degree & crack it.Today! 𝗟𝗲𝘁 𝗺𝗲 𝗱𝗶𝘀𝗰𝗹𝗼𝘀𝗲 𝗵𝗼𝘄 𝗜 𝗰𝗿𝗮𝗰𝗸𝗲𝗱 𝗮 𝗿𝗼𝗹𝗲 𝗶𝗻 𝗜𝗕 𝗮𝗻𝗱 𝘁𝗿𝗮𝗻𝘀𝗶𝘁𝗶𝗼𝗻𝗲𝗱 𝗳𝗿𝗼𝗺 𝗠𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗧𝗿𝗮𝗶𝗻𝗲𝗲 𝘁𝗼 𝗦𝗲𝗻𝗶𝗼𝗿 𝗔𝗻𝗮𝗹𝘆𝘀𝘁 𝗮𝘁 𝗕𝗜𝗚 𝟰.I became a “𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗲𝗱 𝗜𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗕𝗮𝗻𝗸𝗶𝗻𝗴 𝗣𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹” 𝗮𝗻𝗱 𝘁𝗵𝗶𝘀 𝗖𝗲𝗿𝘁𝗶𝗳𝗶𝗰𝗮𝘁𝗶𝗼𝗻 𝗵𝗲𝗹𝗽𝗲𝗱 𝘁𝗼 𝗹𝗮𝗻𝗱 𝗶𝗻 𝗺𝘆 𝗷𝗼𝗯. 𝗠𝗮𝗻𝘆 𝗽𝗲𝗲𝗿𝘀 𝗳𝗿𝗼𝗺 𝗺𝘆 𝗴𝗿𝗼𝘂𝗽 𝗮𝗹𝘀𝗼 𝘀𝗲𝗰𝘂𝗿𝗲𝗱 𝗮 𝗰𝗮𝗿𝗲𝗲𝗿 𝗶𝗻 𝗜𝗕 𝗮𝗳𝘁𝗲𝗿 𝘁𝗵𝗲 𝗽𝗿𝗼𝗴𝗿𝗮𝗺. 𝗜𝗳 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗹𝗼𝗼𝗸𝗶𝗻𝗴 𝗳𝗼𝗿 𝗮 𝗰𝗮𝗿𝗲𝗲𝗿 𝗶𝗻 𝗜𝗕, 𝘁𝗵𝗲𝗻 𝘆𝗼𝘂 𝗻𝗲𝗲𝗱 𝘁𝗼 𝗲𝗻𝗿𝗼𝗹𝗹 𝗵𝗲𝗿𝗲:https://lnkd.in/ggqGcByP𝗙𝗲𝗲𝗹 𝗳𝗿𝗲𝗲 𝘁𝗼 𝗰𝗼𝗻𝘁𝗮𝗰𝘁 𝗺𝗲 𝗼𝗿 Tejaswee Tripathy, 𝗮 𝗟𝗶𝗻𝗸𝗲𝗱𝗜𝗻 𝗧𝗼𝗽 𝗩𝗼𝗶𝗰𝗲, 𝘃𝗶𝗮 𝗰𝗮𝗹𝗹 𝗼𝗿 𝗪𝗵𝗮𝘁𝘀𝗔𝗽𝗽 𝗮𝘁 𝟴𝟬𝟵𝟯𝟱𝟱𝟱𝟬𝟬𝟭.Here's a glance at what I learned from this cohort :✅Acquired hands-on experience by engaging with real-world case studies and simulations that replicate authentic transaction and deal-making processes.✅Received extensive training in financial modeling, utilizing advanced Excel, PowerBI, & various AI tools.✅Leveraged premier financial tools such as Bloomberg Terminal and Screener for real-time data analysis & market insights.✅Developed and implemented financial analytics automation models to evaluate mergers and acquisitions & forecast future trends.This Professional Certification is recognized by the Government of India, IAF, & EGAC & is led by some of India’s most distinguished investment bankers, CFA charterholders, CFOs and NISM professionals. It features live international modules, corporate projects, real-time capstone case studies, a guaranteed finance internship, and 𝟭𝟬𝟬% 𝗽𝗹𝗮𝗰𝗲𝗺𝗲𝗻𝘁 𝗮𝘀𝘀𝗶𝘀𝘁𝗮𝗻𝗰𝗲.Act quickly! Spaces are filling up rapidly. 𝗙𝗶𝗹𝗹 𝗼𝘂𝘁 𝘁𝗵𝗲 𝗜𝗻𝘁𝗲𝗿𝗲𝘀𝘁 𝗙𝗼𝗿𝗺 𝗵𝗲𝗿𝗲:https://lnkd.in/ggqGcByP𝗡𝗼𝘄 𝘆𝗼𝘂 𝗰𝗮𝗻 𝗮𝗹𝘀𝗼 𝗮𝗰𝗵𝗶𝗲𝘃𝗲 𝘆𝗼𝘂𝗿 𝗱𝗿𝗲𝗮𝗺 𝗷𝗼𝗯 𝗷𝘂𝘀𝘁 𝗹𝗶𝗸𝗲 𝗺𝗲, 𝗥𝗲𝗮𝗰𝗵 𝗼𝘂𝘁 𝘁𝗼 𝘂𝘀 𝗮𝘁 +𝟗𝟏-𝟖𝟎𝟗𝟑𝟓𝟓𝟓𝟎𝟎𝟏 𝐯𝐢𝐚 𝗖𝗮𝗹𝗹/𝗪𝗵𝗮𝘁𝘀𝗮𝗽𝗽. Seats are limited!#career #placed #Investmentbanking #financialmodeling #mba #finance #mba #ca #cfa

1,056

51 Comments

💡Did you know that programs like the Externship help bring new talents to the financial planning industry? 👇🏽 As the upcoming Externship begins, let's explore why preparing the next generation of financial planners is crucial, via Hannah Moore, CFP® #financialplanners #financialplanning #nextgen #externship

8

1 Comment

Level Up My Investment Banking Skills with Bank of America!Thrilled to announce that I recently completed a virtual internship in Investment Banking with Bank of America through Forage! This dynamic simulation provided an immersive experience that honed my analytical and strategic capabilities. ✨Here are some key takeaways from my experience:*Identifying the Perfect Acquisition: I conducted a meticulous SWOT analysis and aligned it with strategic criteria to pinpoint the ideal acquisition target for a client.*Valuation Expertise: I built a comprehensive DCF model to calculate the target's implied equity and share value, a crucial skill for informed financial decisions.*Understanding Risk: A thorough sensitivity analysis allowed me to see how changing variables can impact the target's valuation, ensuring strategic decision-making.*Compiling Key Information: I created a detailed company profile summarizing all critical information about the acquisition target, empowering informed decisions.This experience has not only bolstered my knowledge but also equipped me with invaluable insights into the exciting world of investment banking.I'm excited to leverage these skills and contribute to future opportunities in finance and investment banking!#InvestmentBanking #Finance #Analysis #StrategicThinking #BankOfAmerica #Forage #VirtualInternship #SkillsDevelopment

13

2 Comments

Join The Skills Workshop and experts from leading industry firms this October as we help kickstart your career in the finance industry.Are you intrigued by the world of investment and savings but uncertain about how to get started or what knowledge is essential? The FREE virtual sessions are tailored to help you cultivate an understanding of the investment industry, enhance your financial literacy, and equip you for successful applications. Furthermore, you'll have the chance to connect with peers in your cohort and professionals from the industry. What is The Skills Workshop? Crafted by seasoned industry experts, The Skills Workshop offers a comprehensive curriculum of virtual workshops aimed at furnishing you with the insights, expertise, and guidance necessary to pursue a rewarding career in the investment sector. Its objective is to address the industry's lack of diversity and promote social mobility by addressing the intersection of ethnicity, gender, social mobility, and other facets of diversity. Who is eligible to enrol? ✅ All educational paths are welcome (college/university, all fields of study)✅ All projected grades are accepted✅ All age groups are invited (18 and above)✅ Not actively seeking an internship or position at the moment? Feel free to join us and learn about our offerings. No application forms or assessment criteria are involved. Register here: https://bit.ly/3semAMg Thank you to all our firms who are joining us to deliver a fantastic schedule of events this month including:LGPS Central Limited, J O Hambro Capital Management, T. Rowe Price UK, Federated Hermes Limited, BNY Mellon, Franklin Templeton, DWS Group, AXA, Aviva, XPS Pensions Group, GIC, Van Lanschot Kempen, Russell Investments PIMCO abrdnWe look forward to seeing you there!The Skills Workshop teamDiversity Project - Investment Industry#applicationready#careerready#TheSkillsWorkshop#TalkAboutBlack#ImpactThruInclusion

17

"Unlocking the Secrets of Investment Banking and Financial Advisory: 8 Must-Try Strategies!"Curiosity is the key to success in the ever-evolving world of investment banking and financial advisory. To thrive amidst the rapid changes, here are eight crucial tips to set yourself apart. First, stay updated on industry trends, news, and developments to make informed decisions. Second, strategically network to grow your circle and create valuable connections. Never stop pursuing education - continuously learn and seek certifications to enhance your expertise. Develop relevant skills through internships, online courses, or mentorships to stand out. Building strong relationships is vital for career advancement. Stay disciplined, as diligence is the foundation of success. Adaptability is key, so embrace change and stay flexible. Finally, stay motivated by setting goals and visualizing your desired future. Together, these tips will help shape your journey towards becoming an investment banking and financial advisory expert.#mnaexperts #ipo #starups #investmentbanking

3

Thrilled to share that I've completed a 2-day Introductions to Investment Banking Technicals course with City Investment Training.The first day featured a deep dive into the Investment Banking careers, cracking IB interview questions and ended with an introduction to Accounting for Investment Banking. Sameer Merchant, CFA on the second day delivered an insightful practical session on Introduction to financial modelling, student interview and a brilliant Q&A session. Some of the things that stood out for me on the first day was William Dustan sharing his inspiring experience on how with discipline and resilience he secured 5 internship offers as an undergraduate, the place of building relationships by finding commonalities, the quotes by Sameer Merchant, CFA which includes: "Banking is the only job that allows you to start speaking to CEOs in your early career stages", "Don't limit your applications to the big banks and that particular role" and the various books he recommended for beginners.The training ended with a practical financial modeling session and a practical financial modeling task which was a requirement in order to access the certificate. I'm happy to have gained so much value from the training.#investmentbanking #financialmodeling

38

4 Comments