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Investment Bankers in India: What you need to Know? Research Team | Posted On Tuesday, February 12,2019, 06:14 PM

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Investment Bankers in India: What you need to Know?



What is an Investment Banker?

An investment banker is a person who works for a financial institution and helps investors raise capital from companies, government and other entities. Investment bankers help their clients raise money in capital market by issuing debt or selling equity in the companies. Other duties of investment bankers include assisting clients with mergers and acquisitions (M&A) and advising on unique investment opportunities like derivatives.

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Investment Bankers in India

Types of investment banking:

There are various types of jobs that are offered by the investment firms. These jobs are not only taken by people with finance background, but from all sorts of academic background like sales, executives and so on.

  • Mergers and acquisitions: these investment bankers specialize in offering financial advice and strategies to organizations and companies when they are looking for opportunities to either acquire a small firm or merge with some other company. These investment bankers excel in the field of financial modeling based on which they provide analysis and suggestions.
  • Underwriting: this is one of the traditional roles of investment bankers where they help the government and organizations raise capital from the shares that fall under the underwriting department. These bankers hold specialization in the field of debt and equity and work closely with traders and sales personnel to determine the approximate prices of securities and the market situation.
  • Private equity: This is one of the most prestigious jobs in the department of finance. A person must have an excellent track record in investment banking or academics to acquire a position in private equity within an investment firm. The individuals working in this sector receive good compensation and bonuses. 
  • Venture capital: individuals working under venture capital must have the ability to identify the right investment opportunity.

SEE ALSO: Open Market Operations

Investment bankers in India:

Listed below are some of the most successful investment bankers in India:

  • Amit Mimani: this 37 year old investment banker has quite a few feathers in his hat. He is a chartered accountant and has done his MBA from IIM Calcutta. He is the director of mergers and acquisitions of Standard Chartered Bank.  His big deals include Jaypee-UltraTech deal, helped Diageo buy United Spirits, and are now aiding the strategic sale of Neotel, Tata Comm’s South African unit.
  • Niraj Karia: Niraj Karia is the senior Vice president of Kotak Mahindra capital. He is a chartered accountant and has helped strike a share swap deal between Mahindra Group and Spanish auto component maker CIE Group worth 200 million dollars.
  • Madhur Deora: this 35 year old professional holds the post of Managing Director (Corporate and Investment Banking) in Citigroup Global Markets India. He holds a BSC degree in finance and management from Wharton, USA. He helped the distinctly new-age Just Dial, a provider of local search services, with its IPO. He also finalized other big deals like Unilab 107 million dollar deal and includes assisting HDFC raise real estate capital and Hutchison and Essar’s $11 billion deal and Sterlite’s $2 billion ADR. 

SEE ALSO: Return on Equity: Definition, Formula, and Calculations

Role of the Investment Banker:

An investment banker performs the following functions:

  • They specialize in the field of equity and debt research.
  • They work closely with traders and sales personnel to determine the approximate prices and market situation.
  • Investment banking specializes in sales and trading.
  • Helps the clients raise capital through IPO, FPO, private placement and bond placement.
  • Takes part in underwriting jobs and market surveying activities.
  • Helps companies to find acquisition targets or suitable buyers.
  • Helps clients make correct decisions during acquisitions.
  • Helps in restructuring and reorganization.

SEE ALSO:Best Share Market Apps in India 2019

What does an investment banker do?

The investment bankers perform various functions with an investment firm. They help clients raise money in capital market by issuing debt and selling equity in the company. Their roles include offering companies sound financial advice and strategies during mergers and acquisitions. Investment bankers act as “financial brokers” and “financial advisors”. Investment Bankers help companies raise capital for projects, expansion and companies may look at various channels like Initial Public Offerings (IPOs), Follow-on Public Offering (FPO), Private Placements and so on.

Core investment banking activities:

Listed below is a full range of activities carried out by the investment bankers:

Merger and acquisition advisory: Companies are always on the lookout to expand business to further growth and generate more revenue. The companies merge or acquire other companies for expansion. The role of the investment banks is to guide these companies in making the right decisions and finalizing right deals so that the company faces minimum loss.

Management of capital issues: in India management of public issues are done by following two methods. They are fixed price method and book building method. These investment banks also offer initial public offering; follow on public offer, preferential issues, qualified institutional placement and debt placement. They offer ideas and strategies to the big organizations and companies and analyze the market trends to help expand operations.

Debt syndication: investment firms also help companies with additional funds to carry out functions properly during acquisitions. The investment banks helps in organizing funds like term loan, working capital loan, mezzanine financing, external commercial borrowing and so on. The investment banks help both public and private companies fund their projects.

Buyback/ takeovers: Investment banks in India also advise clients to buy back shares from the market at the right time. Moreover, they also help them do their due diligence, find out the target company, and facilitate understanding whether the takeovers are necessary. They also help the companies adhere to compliances and regulations as per SEBI.

Corporate Advisory: in India investment bankers offer corporate advisory services to big companies and corporate bodies. The corporate advisory services include business appraisals, providing strategic project advisory; provide companies with business valuation, project identification and corporate restructuring. 

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