Career opportunities in Investment Business and Research

www.edupristine.com | www.eneev.com

Career opportunities in
• Investment Research
• Business Research

About Pristine

Finance trainings for individuals/corporate/colleges

- Authorized training providers for prestigious
Trainings for international certifications like CFA, FRM, PRM, CFP
International etc.
Certifications - Pan India class-room trainings and web-based live
online trainings for international students

- Advanced training in financial modeling, valuation, risk,
Corporate
Pristine etc. to large corporate clients like JP Morgan , BoA,
Trainings
HSBC, ING Vyasa, IIM C, IIM I, FMS etc.

- Own certification programs in financial modeling,
Pristine finance training for corporate lawyers, risk
Certifications management etc.
- Certification programs in Equity Research, Derivatives
being launched

© Neev Knowledge Management – Pristine 2 www.edupristine.com

Pristine Offerings
Course Classroom Online Content Crash Course/ Hours of Accreditation Price
Trainings Trainings Mock Test training

CFA Level I All* + Singapore Yes Original Yes 100 CFA Institute USD 595;
INR 17,950
CFA Level II Mumbai, Delhi Yes Original Yes 100 CFA Institute USD 595;
INR 16,950
FRM Level I All + Singapore Yes Original Yes 75 GARP USD 495;
INR 12,950
FRM Level II Mumbai Yes Original Yes 60 GARP USD 495,
INR 10,000
PRM All + Singapore Yes Original Yes 135 PRMIA USD 795,
INR 20,000
APRM Corporate Yes Original Yes 80 PRMIA INR 10,000

Financial Mumbai, Delhi, Yes Original NA 50 - INR 10,000
Modeling Bangalore,
Pune, Hyd,
Chennai
Finance for Mumbai No Original NA 50 - INR 45,000
Lawyers
CFP Mumbai, Delhi Yes Original NA 120 Under Process INR 20,000

*All cities include Mumbai, Delhi, Kolkata, Chennai, Bangalore, Pune and Hyderabad ;

Key Authorization

CFA Institute (2010-11)
GARP (2007-11)
Authorized Training provider – CFA
Authorized Training provider -FRM
Pristine is now the authorized training provider
Largest player in India in the area of risk
for CFA Exam trainings . Pristine is largest
management training. Trained 1000+ students
training provider for CFA in India with presence
in risk management
across seven major cities.

PRMIA (2009-11)
FPSB India (2010-11) Authorized Training provider – PRM/ APRM
Authorized Training provider -CFP Sole authorized training for PRM Training in
An authorized Education Provider for India. Largest player in India in the area of risk
Chartered Financial Planner Charter. management training. Trained 1000+ students
in risk management


Key Associations*

J. P. Morgan (2010) Mizuho (2010)
Financial Modeling in Financial Modeling in
Ernst & Young (2010) Bank Of America Excel
Excel
Real Estate Modeling Continuum Solutions Bankers were using excel
The Real Assets Group
Senior Associates were (2010) models that they could
were trained in Excel for
trained on building Finance for Finance infrastructure and real- not understand.
valuation models for real Associates were trained on estate modeling Conducted financial
estate valuation and mergers modeling in Excel
and acquisitions trainings to bridge the
gap

ING Vyasa (2010) Franklin Templeton Credit-Suisse India (2009) HSBC (2008)
Infrastructure & Project CFA (2010) Risk Management and Quant. Risk Management and Quant.
Finance Students were facing a gap in Analysis Analysis
Bankers were trained on the overall understanding of IT Professionals of Credit- New joinees in HSBC had a gap in
making integrated finance topics like corporate Suisse India were trained on knowledge of Risk Management
models for project finance, FSA and valuation. risk management. and quantitative skills. Conducted
finance and Provided training for over 100 trainings (On campus) to bridge the
infrastructure. hours to bridge the gap gap
*Indicative List


…Key Associations

NISM (2008-11)
NUS Business School (2011) IIM Calcutta (2010-11) FMS Delhi (2010-11)
Derivatives in Hedging (2008)
Financial Modeling in Excel Financial Modeling in Excel Financial Modeling in Excel
Financial Modeling (2011)
Second year MBA students were Students about to go for Final Year MBA students of Faculty
internships and join jobs found a of Management Studies, Delhi Corporate in Ludhiana incurred huge
given a full 2-day workshop on
gap in their grasp of knowledge of University were trained in financial losses because of derivative trades
creating financial models. They
excel for financial modeling. modeling so as to prepare them (for hedging). Conducted trainings
learnt how to create integrated
Conducted training for 75+ better for a job in finance. for directors and CFOs for better
models of valuation. students with an average rating of understanding of derivative products
4.5+

IIT Delhi (2009) BITS Pilani (2009) IEMR Delhi (2010-11) SIMSREE (2010)
Corporate finance Workshops on Basics of Financial Modeling in Excel
Students get placed in finance Finance Final Year MBA students of
Final Year MBA students of IEMR Sydenham MBA, Mumbai were
companies (UBS, GS, MS, etc) Most of the students desire a went through extensive financial trained in financial modeling so as
with no understanding of the career in finance. Conducted modeling workshop to acquire skills to prepare them better for a job in
subject/ Job Profile. Conducted training for 350+ students with of financial modeling. finance.
workshop to bridge the gap an average rating of 4.5+


Agenda

Research Roles - Key Employers

Research Roles - Job Opportunities

Research Training - Pristine Training Program


Research Careers - Employers

• Evalueserve, Cognizant, Copal Partners,
KPO’S • Adventity, Goldman Sachs, Deloitte FAS,
• DE Shaw, Genpact, Smart analyst, BoA

• Airtel, Reliance, DLF etc.
Corporates • HCL, HP, Aurobindo Pharma etc.
• Hospitality industry

• Banks such as HDFC, ICICI
• Equity Brokerage Houses
Others •
•
Audit firms such as KPMG
Insurance companies Max New York Life,
• Rating agencies


Introduction to KPO

What is KPO?
• Knowledge-related and information-related work is carried out in a different company to save
cost.
• KPO delivers high value to organizations by providing domain based processes and business
expertise. These processes demand advanced analytical and specialized skill of knowledge
workers that have domain experience.

Factors Fuelling Growth in KPO:
• Shortage of highly trained and specialized professionals in various knowledge-intensive high-
skill sectors.
• Buyers of off shoring services save more at the high end of the value chain, as compared to the
low end on a per-job basis.
• Increased global competition
• Cost pressures
• Need for more flexibility


KPO require more complex/advance skill sets……….

Parameter KPO BPO

Primary Services off shoring of knowledge intensive technical support, transaction
business processes that require processing, customer care,
specialized domain expertise telemarketing etc
Staff skill sets Advanced studies and industry Undergraduates, Graduates
recognized certifications such as CFA,
CA, Actuarial Studies, Master in
Statistics, Engineering and MBA.
Billing rates US$10 to US$45 per hr. US$4 to US$15 per hr.
Process High complexity, judgment based work Basic processes involving standard
complexity procedures and templates


KPO Service Lines (Types of activities)

Financial Research
 Equity Research / Credit research / Fixed Income Research
 Corporate Finance
 Quantitative Research
Business Research Business and
Market
 Company profiling and Benchmarking research
26%
 Industry studies and tracking
 Market entry study
Legal and IP
Market Research 9%

 Survey Design Financial
Services
 Data Compilation 65%

Data Analytics
 Marketing Analytics
 Back Testing
Legal & IP
 Patent Research, Legal process outsourcing


Skill Set Requirements

Complexity states the difficulty level
HIGH HIGH

Tire I & II MBA ,CA,CFA,CPA,Post
Graduates(Finance & Accounting)
30-45
Billing rates (US$ per hour)

High

Skill set Requirements
Complexity

Tire II & III MBA
15-25 ,CA,CFA,CPA,Graduates
Moderate Complexity
(Finance & Accounting)

Finance & Accounting
10-12 Under Graduates
Low Complexity

LOW LOW


Research - High growth career path

Team Leader
Managing large teams

Manager
Executing projects

Senior Analyst
Collecting & analyzing information, client
communication

Junior Analyst
Collecting & analyzing information,
updating historical models, profiling
companies


KPO’s in India – Examples of the Companies

Name of the
Number of
company Brief Introduction Competencies
Employee
(KPO’s and Captives)
Evalueserve Evalueserve is one of the earliest KPO service providers with 2000 Investment Research,
considerable skill sets in a variety of financial services domains. Business Research, Market
Research, Data and Financial
Analytics, Intellectual
Property Research
Copal Partners Copal Partners is dealing in financial research and analytics 550 Investment banking, Equity
services. Most of its clients are investment banks, private equity Research, Credit Research
funds, consulting companies, and corporations. and Consulting/Strategy

Irevna Irevna is the world's leading research and analytics outsourcing NA Financial Services, Corporate
service provider. Services (Strategy and M&A
Support , Business Research,
Investor Relations Services),
Analytical Solutions
RR DONNELLEY RR Donnelley adds value to the company through highly NA Capital Market, Investment
personalized around-the-clock services, worldwide expertise, Market, Outsourcing services,
and insight that comes from a history of experience and Real Estate Services,
achievement. That's why FORTUNE Magazine has named us
America's Most Admired Printer for five consecutive years.
Cians Analytics Cians was set up to meet the need for high-quality, cost-effective ~100 Advanced analytics, Business
research and analytical support for global institutions. Their intelligence and Research
solutions allow our clients to increase their capacity for decision- support
making and action, while reducing their costs.


KPO’s in India – Examples of the Companies

Name of the
Number of
company Brief Introduction Competencies
Employee
(KPO’s and Captives)
Adventity Adventity is a market leading full service KPO/BPO firm for >2,500 Financial Research,
(now known as the Banking and Financial Services and the Airlines & Travel Macroeconomics Research,
SutherLand Global industry, offering comprehensive & innovative knowledge Business Research &
Services) services, transaction services and customer contact support Consulting, Analytics, Support
solutions to clients across the globe. Services
Amba Research Amba offers a wide range of research and analytics support NA Equity and credit research,
services to global financial institutions. Amba Research was corporate finance, capital market
founded in 2003 by senior directors of research from and quants support, insurance
Goldman Sachs, Deutsche Bank, and JPMorgan. and research on demand
JP Morgan Captive In 2003 the US bank major set up captive units in Mumbai ~2,500 Research activities and
India. Transaction processing for
Investment Banking, Financial
services and Investment
Management
Infosys Technologies Infosys BPO (formerly Progeon Limited) is the Business 500 Research, analytics and Legal
Process Management subsidiary of Infosys Technologies Services
Limited (Infosys). Knowledge services was started in 2004
as the KPO division of Infosys BPO to provide high end
research and analytics services to its clients.
WNS WNS was set up in Mumbai by British Airways in 1996. 10,000 Analytical Services, Market
Initially, it functioned only as a leading BPO, but in 2003 it Research, Business Research,
launched Knowledge Services. It was ranked No.1 BPO Investment Research, Data
Company for 2005. Mining and Legal Research


Career opportunities - Financial Research


Career opportunities - Business Research Graduates …


Agenda

Research Roles - Key Employers

Research Roles - Job Opportunities

Research Training - Pristine Training Program


Skill Requirement

Analytical skills: Ability to interpret information

Domain knowledge: Financial statement analysis,
Industry analysis

Familiarity with Word, excel and power point

Effective communication

Understanding of sources of information


Diploma in Research and Analysis - Key Highlights

• 275 hrs of Classroom Trainings of intensive industry oriented program

• Hands on learning of various research tools

• Highly qualified faculty (from IITs/IIMs, some with CFA qualifications) with industry
expertise

• 24X7 online support for all queries

• Advanced proficiency in usage of Microsoft Office tools

• Improved communication skills

• 100% Placement assistance for all participants after completion of course

Pristine has tied up Leading KPOs, Research Firms, Credit Rating
companies etc for Placements


Course Content

• Market sizing
• Framework analysis, benchmarking
Industry Research • Understanding Macro Economic environment
• Profiling a Industry

• Financial statement analysis
Financial Modeling • Building financial models
& Corporate • Valuation basics
• Profiling a company
Research

Computer • Proficiency in MS Word/Excel and Power Point
• Ability to create Financial models
Application • Writing Business mails

• Making a presentation
Business • Handling an interview
Communication • Problem solving skills


Course Highlights

• 275 hrs trainings over 5 months starting on 7th August, 2011

– 15-hour classes over the weekends

– 1 Week break after 6 weekend trainings

• Interactive sessions, followed by weekly assignments

– Assignments based on real-world work done by Investment research professionals

– Case Study based learning

– Feedback on assignments in the same class

– Module competency test after end of every module

• Training Timings Sat/Sun: 10am to 6pm

• Training Venue: ITO, Delhi


Course fees details

• Course fee Full Amount: Rs 70,000
– Installment Payment Schedule: Payment can be made in 4 installments
• At the time of registration: Rs 20,000/-
• After one month: Rs 20,000/-
• After two month: Rs 20,000/-
• After three month: Rs 20,000/-
– Early Bird Discount: 10% on registrations before 31st July.
• Payment details
– Cash/ Cheque/ DDOnline/ Wire transfer
– Bank Name: HDFC
– Account Number: 00602560008449
– Bank Account Name: Neev Knowledge Management Pvt. Ltd


Contact : Dikshu Bishnoi

Ph: 8800959911

Mail: dikshu@edupristine.com
© Neev Knowledge Management – Pristine www.edupristine.com

Career opportunities in Investment Business and Research

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Career opportunities in Investment Business and Research