Industrial Training Masterclass || CA Monk
Top companies that Hire for this Role:
Bank Name Role Offered
Bank of America Merrill Lynch Financial Analysis, Investment Banking, Equity Research
Barclays Investment Banking, Corporate Banking, Financial Markets
Citi Bank Treasury, Investment Banking, Corporate Strategy
Credit Suisse
(Now merged with UBS) Equity Research, Corporate Finance, Risk Management
Project management, Finance and accounting, Credit Analysis and
DBS Bank India Limited Finance
Financial Advisory, Corporate Banking, Risk Management, Global
Deutsche Bank Markets Finance
Goldman Sachs Investment Banking, Risk Management, Operations
Investment Banking, M&A Advisory, Treasury, Markets &
HSBC Securities Services
J.P. Morgan Chase & Co. Corporate Finance, Financial Analysis, Advisory
Morgan Stanley Corporate Finance, Mergers & Acquisitions, Wealth Management
Nomura Investment Banking, Global Markets, M&A
Union Bank of Switzerland RWA Analyst under the Capital Adequacy domain
Group Finance - Product Control (Equity capital markets), Finance
Union Bank of Switzerland (UBS) (Global Equity Derivatives), Capital Adequacy
Note: These are some names that hire mostly for Investment Banking roles however there can be other
banks that also hire for this role please check the complete list of companies which is shared in the notes.
Skill Recommended:
● Knowledge of Financial Modeling (Refer to camonk.com for Financial modelling course).
● Knowledge of share market & investment.
● 1 Sector, 1 Company you should be through with (Recommended to have a financial model for the
same).
● Advanced Financial Management (AFM) knowledge will add an added advantage to Interview.
● Understanding of Ratio Analysis & Knowledge of Reading Financial Statements is a must.
(Detailed Lecture is covered in our Financial modelling class).
Lecture on Ratio Analysis:
https://www.youtube.com/live/-Q7mhFFYl04?si=Lvgu88N1i_ZpSxEB
OR
Search on YouTube “Ratio analysis CA Monk”
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Industrial Training Masterclass || CA Monk
Lecture on How to Read Financial Statements:
https://www.youtube.com/live/229EJde0soY?si=3DDBxHh-0D3scoCs
OR
Search on YouTube “How to Read Financial Statements? | How to
Read P&L, Balance Sheet & Cash Flow Statements | CA Monk”
It is recommended to watch the detailed classes or lectures on Financial modelling for better
understanding. https://www.camonk.com/courses/fmva-package
Link for Financial Modelling Course
Important Interview Questions Asked in the Investment Domain:
1. Technical Finance Questions
● Valuation:
○ Explain the different methods of valuation (DCF, comparable company analysis,
precedent transactions).
○ How would you value a company that is losing money?
○ Walk me through a DCF analysis.
● Financial Statements:
○ How do the three financial statements link together?
○ How would an increase in depreciation affect the financial statements?
● Ratio Analysis:
○ What is the significance of the P/E ratio?
○ Explain the importance of the debt-to-equity ratio in an investment decision.
● Other Important Questions:
○ What is the difference between market value and book value?
○ Explain what EBITDA stands for and why it is important.
○ What is a P/E ratio, and how do you interpret it?
○ How do you calculate return on equity (ROE)?
○ What is working capital, and why is it important for a company’s operations?
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Industrial Training Masterclass || CA Monk
2. Accounting Knowledge (This is tested when you are applying for Fund Accounting Roles)
● How would you account for a merger or acquisition?
● Can you explain the concept of goodwill in a balance sheet?
● How is deferred tax accounted for in financial statements?
● Walk me through the process of consolidating financial statements.
● What is depreciation, and why do companies record it?
● What is the difference between accounts payable and accounts receivable?
● How would an increase in inventory affect the cash flow statement?
● What is goodwill, and when does it appear on the balance sheet?
● What is deferred tax, and how does it impact financial statements?
● The concept of IND AS can also be tested like Ind AS 115, 116, 109.
3. Industry-Specific Questions
● What are the current trends in investment banking in India?
● What do you think about recent IPOs? How would you assess if an IPO is fairly priced?
● How has the investment banking industry changed post-COVID-19?
● How do interest rates affect investment banking activity?
● What are Derivatives?
● What is call options & Put options?
4. Behavioral and Situational Questions
● Why are you interested in investment banking?
● Describe a situation where you had to work under pressure and meet tight deadlines.
● Tell me about a time you worked on a financial model. What challenges did you face?
● How do you prioritize tasks when multiple deadlines are approaching?
5. Problem-solving and Analytical Skills
● How would you evaluate an investment opportunity in a distressed company?
● If a company’s EBITDA is negative, how would you perform a valuation?
● A company’s stock has dropped by 20% in one day. What could be the possible reasons?
6. General Knowledge and Current Affairs
● What is the impact of rising interest rates on capital markets?
● Explain the role of investment banking in M&A transactions.
● What is your view on the current regulatory landscape for investment banks?
What is the role of an investment banker?
Can you explain what an IPO is in simple terms?
What is a stock, and why do companies issue stocks?
What is the difference between equity financing and debt financing?
What are bonds, and how do they work as a form of investment?
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Industrial Training Masterclass || CA Monk
● What is a stock market index, and why is it important?
● What is inflation, and how does it affect the economy?
● What is the difference between a bull market and a bear market?
● Explain the concept of compound interest in simple terms.
● What is foreign direct investment (FDI), and why is it important for a country?
7. Excel and Financial Modelling Skills
● How would you build a financial model from scratch?
● Can you explain sensitivity analysis? How would you apply it in financial modelling?
● What are the key components of an LBO model?
8. Financial Ratios
● What does the current ratio indicate about a company’s liquidity?
● How is the debt-to-equity ratio calculated, and what does it signify?
● What is the quick ratio, and how does it differ from the current ratio?
● Explain the significance of the interest coverage ratio.
● How would you assess a company’s profitability using financial ratios?
Refer to our Financial Modeling Course & Notes for a detailed understanding of this subject
& learn the things practically.
QR code for Notes: QR code for Lectures:
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