michal bodlák. definition an investment bank is a financial institution that assists: individuals,...
TRANSCRIPT
INVESTMENT BANKING
Michal Bodlák
Definition An investment bank is a financial institution that assists:
individuals, corporations and governments companies involved in mergers and acquisitions,
Provide services: trading of derivatives, fixed income instruments, foreign exchange, commodities, equity securities
An investment bank can be split into private and public functions the private areas of the bank deal with private insider information the public areas such as stock analysis deal with public information
Ornanizational Structure
Front Office
Middle Office
Back Office
Front Office- Core Activities
Investment BankingM&A; Raising fund; Advisory; Asset Finance; Equity;
etc.○ Industry Coverage Group○ Product Coverage Group
Sales and TradingSales Force = Buying and Selling ProductsSales Desk = Pricing and Executing Trades
ResearchReports; Prospects; Assists to Trades; Do Not Generate Revenue
Middle Office- Core Activities
Risk ManagementAnalyzing Market; Setting Limits; Market and Credit
Risk
Treasury ManagementMonitoring Risk Liquidity, Capital Structure
Financial ControlAnalyzing Global Risk, Profitability; Product Control
Corporate Strategy
Back Office- Core Activities
Operations
Technology
Global Transaction Banking
Investment Management
Merchant Banking
Thank you for your
attention.