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What does an Investment Banker Do?

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What do an Investment Banker do each day? What does the day-to-day routine look like for a typical Banker? The short story is that your seniority in the hierarchy largely determines your daily routine. Showing the roles and responsibilities for Senior, Mid-Level, and Junior Investment Bankers There are three major buckets within the Investment Banking hierarchy: Senior Bankers – Managing Directors (‘MDs’) and Senior Vice Presidents (‘SVPs’) build and foster client relationships. Mid-Level Bankers – Vice Presidents (‘VPs’) lead deal execution. Junior Bankers – create supporting materials and analyses used to ‘Pitch’ clients for new business and for ‘Live Deal’ execution. As you can see above, what Investment Banker s do in each role is slightly different. In the coming sections, we’ll dig deeper into the roles and responsibilities at each level. A ‘Typical’ Investment Banking Career Path One of the most common questions at this point is, “What is the ‘typical’ Investment Banking career ...

One Page Summary / Teaser in 30 second with AI (Learn how to make Teaser)

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Prompt 1 "Analyse this youtube video about [   • Complete Financial Accounting Course - 11-...  ]. Summarise this into small digestible concepts to learn easily" Prompt 2  "Create a hand drawn sketchnote visual summary of these notes. Use a pristine white paper background (no lines). The art style should be 'graphic recording' or 'visual thinking' using black ink fine-liners for clear outlines and text. Use colored markers (specifically teal, orange, and muted red) for simple shading and accents. Center the main title in a 3D-style rectangular box. Surround the title with radially distributed simple doodles, business icons, stick figures, and graphs that explain the concepts. Use arrows to connect ideas. The text should be distinct, handwritten, all-caps printing, legible and organized like a professional brainstorming session. Layout should be A4." 

Top 5 trending Private Equity Questions

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Case Study 1  A company with a P/E of 12x is acquiring a company trading at 10x P/E in a 100% stock deal. At what premium to the current price would the deal be break-even (EPS neutral)? The Trap: Most candidates immediately say the deal is accretive because 10x is cheaper than 12x.  But that’s not always true  what actually matters is the purchase P/E, not the trading P/E. If the acquirer pays too big a premium, the deal can become neutral or even dilutive.  To find the break-even premium, we solve for the price that would imply a 12x purchase P/E — the same as the acquirer’s multiple. Let’s say the target earns $1/share and trades at $10 (implying a 10x P/E). Paying 12x means paying $12/share. That’s a 20% premium to the current price. 💵 So the break-even premium here is 20%. The deal is EPS  accretive if the premium is less than 20%, neutral at 20%, and dilutive above that. 💡 Key takeaway: It’s not about the trading multiple — it’s about the multiple you’re...

What is Income Statement Analysis and How to make Income Statement Analysis with the help of AI

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Instruction  Prompt  Prompt 1 Persona: Act as a Senior Analyst at a Tier-1 Investment Bank who is doing Income Statement Analysis. Task: Generate a single-file HTML/Tailwind financial dashboard for Google focusing on the 2023-2025 timeline. Design Requirements: Use the "Plus Jakarta Sans" font, a clean indigo/slate color palette, and high-fidelity Chart.js visualizations. Include a sticky navigation bar and glassmorphism effects. Data Sections Needed: 1. Summary: Strategic outlook and 4 key metric cards (Revenue, Gross Margin, FCF, Leverage). 2. Revenue Dynamics: Line chart of 5-year trend and doughnut chart for segment mix. 3. Margin Analysis: Line chart showing Gross vs. Net margin convergence.  Sales growth Gross profit / sales (“Gross margin”) Operating profit / sales (“Operating margin”) Net income / sales (“Net margin”) EBIT / sales (“EBIT margin”) EBITDA / sales (“EBITDA margin”) 4. Balance Sheet: Waterfall chart showing debt/capital allocation.  5. Health Sco...

How to make Renewable Energy Financial Model with Complete AI help.

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Instructions :  Prompt :  GLOBAL FORMATTING & MODEL RULES (USE THIS FIRST) Prompt 0 – Global Instructions (Paste first) You are building a project finance financial model for a utility - scale solar PV project. GLOBAL FORMATTING RULES (STRICT): • Section Headings: Green fill, White font, Bold • Input cells: Light Grey fill, Black font • Calculated cells: White background, Black font • USD million unless otherwise specified • Energy units in MWh, tariff in USD / kWh • No hardcoding in calculated cells • All calculations must link to inputs • Annual model from FY26 to FY45 ( 20 years) • Construction period : FY25–FY26 • COD: 31 March 2026 • Year 1 of operations = FY26 STRUCTURE RULES: • Each sheet must be clean, readable, and bankable • Use clear labels, no abbreviations without definition • Add subtotals and totals where relevant • Keep inputs clearly separated from outputs Prompt 1 – Sheet: Project Overview, Technical & Revenue Create O...