Investment Bank pitch book template
美国求职的面试技巧一览
美国求职的面试技巧一览看看在美国求职的面试技巧一览,—起来看。
1.找工作，忙面试你是属于哪种身份,应届毕业生？往届生？抑或是只是换工作，你需要给自己一个定位,因为有些公司明规定只招那些人呢！1)New graduates:应届毕业生2)Previous graduates :往届毕业生3)Looking for work:找工作4)Investment bank: 投行5)Cream of the crop:最优秀的人6)Interview process:面试过程7)Startup:创业公司8)Entrepreneur:创业者entrepreneur英［??ntr ?pr??n??r)］美［?antr?pr??n?］n.企业家;承包人;主办者2.美国求职路1)First year/freshman: 大一2)Second year/sophomore: 大二3)Third year/junior:大三4)Fourth year/senior:大四5)Dropout:缀学6)Super nerd:学霸,超级书呆子英语里没有一个特别对应”学霸"的词,最贴切的是nerd,但是nerd更强调成绩超好的书呆子中国的大学教育,—般都是四年,很少有人提前毕业的,美国的大学会稍稍不太一样，基本看你是否修满学分，你自己决定是否还要读下去, 很多美国他们会在三年之内就把所有的四年学分修满,然后就辍学早点工作,不浪费第同学z四年的钱，在跟我们国内的学生观念有些不同，因为他们觉得上学是为了读自己z 既然都学到了,他就没有必要一定要拿到毕业证啥的，这种观念的人呢很多，学知识z再加上美国本科教育的学费也不便宜。
所以,很多人忽选择如果有机会找到工作了,不惜辍学。
米国面试过程：很多公司的面试都非常地激烈(its intensely competitive interviewprocess),特别是美国的机关政府部分,那简直需要面试大半年都不止。
投行部门分类
投行是很多金融应届毕业生的理想目标。
很多人不了解投行，不知道里面的职位职能、级别，不知道自己刚进去能干什么，那未来的职业规划也就无从谈起。
给大家科普下。
投行是投资银行的简称。
和商业银行不同，一般来说，投行是为公司、政府或者是富人提供建议、筹集资金的机构。
根据投行的规模和业务覆盖面来说，投行又分为Bulge Bracket (即大投行)和Boutique bank(精品投资银行)。
前者包含高盛(Goldman Sachs)、摩根士丹利(Morgan Stanley)、美银美林(BoA Merrill Lynch)等，除了传统投行业务外，还会做一些其他的工作。
例如，这些公司会有专门从事证券交易的部门(Capital Markets)，也会为机构/个人提供相关证券的调查(sell-side research)以及投资管理等(Asset Management)。
后者一般规模较小，或专注于某类金融产品、或专注于某些行业、或专注于某些业务、或专注于某些市场，又或者平台齐全但规模相对较小。
从职位部门、职能来看，外资投行一般分为IBD、Sales&Trading、Research、PrivateBanking、quant和其他支持部门等几块。
IBD投行的核心业务包括 launch IPO、offer additional stock 或者是 Merge & Acquisition (M&A)等为需要通过上市融资的公司提供的服务。
这些都是投行里核心的也是传统的项目，所在的division叫做 Investment Banking Division，简称 IBD。
一般 IBD 分为 product group 以及 industry/sector group。
Product group 主要分为兼并(M&A)、杠杆融资(lev fin)以及重组(restructuring)三大块。
在这个group从业的人员需要有一定的产品知识，并且是各类交易的执行者。
投资协议英文版模板
投资协议英文版模板Investment Agreement TemplateThis Investment Agreement (the “Agreement”) is entered into on [insert date] by and between:Party A: [insert name], a [insert type of organization] established in accordance with the laws of [insert country or region], with its registered office located at [insert address], represented by [insert name and position].Party B: [insert name], a [insert type of organization] established in accordance with the laws of [insert country or region], with its registered office located at [insert address], represented by [insert name and position].Hereinafter collectively referred to as the “Parties”.Whereas:1. Party A is engaged in [insert business activity].2. Party B is interested in investing in Party A for the purposes of [insert purpose of investment].3. The Parties wish to set forth the terms and conditions of the investment and the rights and obligations of each Party.Now, therefore, the Parties agree as follows:1. DefinitionsIn this Agreement, unless the context otherwise requires, the following words and terms shall have the meanings set forth below:”Affiliate” means an entity that directly or indirectly controls, is controlled by, or is under common control with a Party.”Control” means the possession, dir ectly or indirectly, of the power to direct or cause the direction of the management and policies of an entity, whether through the ownership of voting securities, by contract, or otherwise.”Intellectual Property” means all patents, trademarks, trade names, copyrights, trade secrets, know-how, and any other intellectual property rights.”Investment” means the investment by Party B in Party A pursuant to this Agreement.”Effective Date” means the date on which this Agreement is signed by both Parties.2. Investment2.1 Party B agrees to invest [insert amount] in Party A, in consideration for [insert consideration].2.2 Party A acknowledges and agrees to accept the Investment and to use the Investment for the purposes of [insert purpose of investment].2.3 Party A shall provide Party B with periodic reports regarding the status of the Investment, as reasonably requested by Party B.3. Representations and Warranties3.1 Party A represents and warrants that:(a) it is duly organized, validly existing, and in good standing under the laws of [insert country or region];(b) it has the corporate power and authority to execute, deliver, and perform this Agreement and to carry out the transactions contemplated hereby;(c) the execution, delivery, and performance of this Agreement have been duly authorized by all necessary corporate action;(d) this Agreement is valid, binding, and enforceable against Party A in accordance with its terms, subject to applicable bankruptcy, insolvency, reorganization, moratorium, and other laws affecting creditors’ rights generally and to general principles of equity;(e) Party A has obtained all necessary authorizations, licenses, permits, and consents required under applicable laws to carry out its business activities;(f) Party A is not in breach of any material agreement to which it is a party or by which it is bound;knowledge of Party A threatened before any court or governmental agency that, if determined adversely, would have a material adverse effect on the business, operations, financial condition, or assets of Party A.3.2 Party B represents and warrants that:(a) it is duly organized, validly existing, and in good standing under the laws of [insert country or region];(b) it has the corporate power and authority to execute, deliver, and perform this Agreement and to carry out the transactions contemplated hereby;(c) the execution, delivery, and performance of this Agreement have been duly authorized by all necessary corporate action;(d) this Agreement is valid, binding, and enforceable against Party B in accordance with its terms, subject to applicable bankruptcy, insolvency, reorganization, moratorium, and other laws affecting creditors’ rights generally and to general pri nciples of equity;(e) Party B has obtained all necessary authorizations, licenses, permits, and consents required under applicable laws to carry out its business activities;(f) Party B is not in breach of any material agreement to which it is a party or by which it is bound;knowledge of Party B threatened before any court or governmental agency that, if determined adversely, would have a material adverse effect on the business, operations, financial condition, or assets of Party B.4. Intellectual Property4.1 Party A represents and warrants that it owns all Intellectual Property necessary for the conduct of its business, or has obtained all licenses, consents, permissions, and rights required to use such Intellectual Property.4.2 Party A agrees to indemnify and hold harmless Party B from any claims, liabilities, damages, costs, or expenses arising out of any infringement or alleged infringement of any Intellectual Property right.4.3 Party B agrees to notify Party A promptly upon becoming aware of any infringement or alleged infringement of any Intellectual Property right.5. Confidentiality5.1 Each Party agrees to keep confidential all information received from the other Party, and not to disclose or use such information for any purpose other than the performance of this Agreement, without the prior written consent of the other Party.5.2 The obligations of confidentiality set forth herein shall survive termination of this Agreement for a period of [insert period] years.6. Governing LawThis Agreement shall be governed by and construed in accordance with the laws of [insert governing law].7. Miscellaneous7.1 This Agreement may not be amended or modified except in writing signed by both Parties.7.2 This Agreement constitutes the entire agreement between the Parties, and supersedes all prior negotiations, discussions, agreements, and understandings, whether written or oral, relating to the subject matter of this Agreement.7.3 This Agreement shall be binding upon and inure to the benefit of the Parties hereto and their respective successors and assigns.7.4 This Agreement may be executed in counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument.IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first above written.Party A:[insert name of company]By:[insert name and position]Date:Party B:[insert name of company]By:[insert name and position]Date:。
投资模板Investor_Presentation_Template
Market
• Specific target market for your product or service • Target market size and growth • Market need and opportunity
– Why will customers want this product or service? – What percentage of the market do you realistically think your company is capable of capturing?
• Previous experience in this market? • Unique knowledge/insight into market?
Marketing Strategy
• Target customers • Product, price, promotion, distribution
• Backgrounds of executive team or principles
Funding request
• Funds sought/needed/requested • Summary of use of funds
Summary
• Why should someone invest in your company?
Competitive Advantage
• Description • Value Proposition • Intellectual property assets
– Patents—issued, pending, provisional, – Other barriers to entry?
投行简历模板
投行简历模板英文回答：As a recent graduate with a strong academic background in finance and a passion for the investment banking industry, I am eager to embark on a challenging and rewarding career in this field. Throughout my academic journey, I have consistently excelled in coursework related to financial modeling, valuation, and capital markets. My coursework has provided me with a solid foundation in the theoretical and practical aspects of investment banking.Beyond my coursework, I have actively sought opportunities to gain hands-on experience in the industry.I have completed internships at two leading investment banks, where I gained valuable exposure to the day-to-day operations of the industry. In these roles, I assisted with financial modeling, market research, and client presentations. I also had the opportunity to work on a live M&A transaction, which gave me an in-depth understanding ofthe entire deal process.In addition to my technical skills and experience, I am a highly motivated and results-oriented individual with a strong work ethic. I am confident in my ability to make a meaningful contribution to your team. I am eager to learn from experienced professionals and contribute to the success of your firm.I am confident that my skills and experience make me an ideal candidate for this position. I am a highly motivated and results-oriented individual with a strong work ethic. I am confident in my ability to make a meaningfulcontribution to your team. I am eager to learn from experienced professionals and contribute to the success of your firm.中文回答：作为一名近期毕业的应届毕业生，在金融领域拥有较强的学术背景，且热衷于投资银行行业，我渴望在该领域开启一段充满挑战且有益的职业生涯。
投资协议书英文版模板
投资协议书英文版模板Investment AgreementThis Investment Agreement (the "Agreement") is entered into on [insert date] by and between [insert name of investor], a [insert type of entity] organized and existing under the laws of [insert jurisdiction], with its principal place of business at [insert address] (the "Investor"), and [insert name of company], a [insert type of entity] organized and existing under the laws of [insert jurisdiction], with its principal place of business at [insert address] (the "Company").WHEREAS, the Investor wishes to make an investment in the Company, and the Company agrees to accept such investment, subject to the terms and conditions set forth in this Agreement.NOW, THEREFORE, in consideration of the mutual promises and covenants contained herein, the parties agree as follows:1. Investment AmountThe Investor agrees to invest [insert amount in Chinese yuan or other currency] (the "Investment Amount") in the Company.2. Use of ProceedsThe Company agrees to use the Investment Amount for the following purposes:[insert use of proceeds].3. ClosingThe closing of the investment contemplated by this Agreement shall take place on [insert date] (the "Closing Date"). At the Closing, the Investor shall deliver the Investment Amount to the Company, and the Company shall issue to the Investor [insert type of security] (the "Securities") in accordance with the terms of this Agreement.4. Representations and Warranties4.1 Representations and Warranties of the Company(a) Organization and Qualification. The Company is a [insert type of entity] duly organized and validly existing under the laws of [insert jurisdiction], and has all necessary corporate power and authority to carry on its business as now conducted.(b) Authorization; Enforceability. The execution, delivery and performance of this Agreement and the Securities by the Company have been duly authorized by all necessary corporate action. This Agreement and the Securities constitute legal, valid and binding obligations of the Company enforceable against it in accordance with their respective terms.(c) Compliance with Laws. The business of the Company is conducted in compliance with all applicable laws, rules and regulations of [insert jurisdiction] and any other jurisdiction in which it operates.4.2 Representations and Warranties of the Investor(a) Authorization and Power. The Investor has all requisite power and authority to enter into and perform its obligations under this Agreement.(b) Investment Experience. The Investor has such knowledge, sophistication and experience in business and financial matters as to be capable of evaluating the merits and risks of the investment in the Company.(c) Suitability. The Investor is acquiring the Securities for its own account, not as a nominee or agent, and not with a view to, or for resale in connection with, any distribution thereof.5. Covenants5.1 Covenants of the Company(a) Reporting and Information Rights. The Company shall provide the Investor with [insert type of report] [insert frequency] and shall promptly furnish to the Investor any other information as the Investor may reasonably request.(b) Corporate Status. The Company shall maintain its corporate existence and good standing in [insert jurisdiction], and conduct its business in compliance with all applicable laws, rules and regulations.(c) Access to Books and Records. The Investor shall have the right, at any reasonable time and upon reasonable notice to theCompany, to inspect and copy the books, records, and financial statements of the Company.5.2 Covenants of the Investor(a) Restriction on Transfer. The Investor agrees that it will not sell, assign, transfer, convey or otherwise dispose of any part of the Securities except in compliance with applicable securities laws and the terms of this Agreement.(b) Compliance with Laws. The Investor shall comply with all applicable laws, rules, and regulations of [insert jurisdiction] and any other jurisdiction in which it operates.6. Governing Law and JurisdictionThis Agreement shall be governed by and construed in accordance with the laws of [insert jurisdiction]. Any disputes arising out of or in connection with this Agreement shall be resolved by arbitration in [insert jurisdiction] in accordance with the rules of the [insert name of arbitration association].7. No Partnership or AgencyNothing in this Agreement shall be construed as creating a partnership, joint venture or agency relationship between the Company and the Investor.8. Entire AgreementThis Agreement contains the entire understanding of the parties with respect to the subject matter hereof and supersedesall prior negotiations, understandings, representations, and agreements, whether oral or written, between the parties relating thereto.9. Amendments and WaiversNo amendment or waiver of any provision of this Agreement shall be valid unless in writing and signed by the party to be bound.10. CounterpartsThis Agreement may be executed in counterparts, each of which shall be deemed an original, but all of which together shall constitute one and the same instrument.IN WITNESS WHEREOF, the parties have executed this Agreement as of the date first written above.[insert signatures of the Investor and the Company]。
真实的投资银行世界(To LP)
食物链篇1.Managing Director(董事总经理）鬓发整齐，指甲修过，足下的鞋子比一般人家的家具还贵。
是投行业务的发起者，四处奔波，寻求潜在的为公司也为他们赚钱的任何渠道。
通常这些人舔过的客户屁股要比公共厕所马桶一年沾过的屁股还要多。
2.Executive Director(执行董事)基本和MD差不多，只不过呢，这些人舔屁股的本事还没到顶，因此呢，接到的生意也要少，负责的team也要小。
但是基本上来说，他们的base salary 也要过千万了。
3.Vice President (副总裁)光鲜的名字，其实呢，他就和军队里的排长差不多一个等级，属于业务处理机器，没有什么办公以外的生活。
不用出什么太多idea，平时就是带着一群associate或是analysts替md/ed卖命，离开办公室一般就是睡觉。
因为这些人基本没有额外的时间出去交际，认识俊男靓女，即便他们的base salary有过500万，但是他们最大限量，也就是泡泡办公室里面的实习生，或者小秘书,比较萎缩。
脾气通常极其暴躁，基本就像公寓大楼里面的下水管道，不断地把MD 那边对他的谩骂，以及愤怒转移给他下面的Associate和Analyst.4.Associate(主任)这一层人比较多，也是受压榨的一族，饱受vp每天的欺负与虐待。
直到这些associate被提升为vp了，或是辞职了，要么就是自杀了，苦难才可能结束。
他们每天就像奴隶一样不得不向vp们献媚，因为vp决定了他们的奖金数额。
这些人虽然被对待得像一只狗，但同客户见面时，他们又得像衣冠禽兽一般人模狗样地坐在那里，替md和client充当高级侍从。
5.analyst（分析师）这是最低一层了，基本就是我这种刚毕业的学生去干的。
他们呢，基本就不算人在投行里，最多也就是associate那帮奴隶手上掌管的畜生。
虽然他们的薪水很高，但是他们没有生活，没有睡眠，没有“幸”（性）福。
成天在公司最最阴暗的角落，风景最差的座位上，做最最低等的活，改改字体，换换颜色啦，查查资料啦，“拷贝”，“粘贴”的按钮按按啦，日复一日，年复一年，把自己青春交给了他们上面的那些衣冠禽兽。
精品投行求职百科
“精品投行”是神马东东？它和一般投行有何区别？申请“精品投行”有哪些基本知识需要了解？鉴于投行求职之路“道阻且长”，继投行求职指导之后，乔布小编又为大家整理了有关精品投行的一些基础知识，希望能为想进投行的小伙们继续加油充电。
一、精品投行应知应会大不见得强，小却可以美。
所谓精品投行，就是英文Boutique Investment Banking的翻译，简单地讲就是具有鲜明业务特色的小投行。
韦伦氏集团创始合伙人柯克·麦金托什这样定位，大投行提供品牌效应，而精品投行提供独立意见。
相对于高盛等规模作战的大部队，精品投行是一种短小精悍的投行模式——它的全部员工数量可能还不及前者的合伙人数量。
然而它们规模虽小，却身经百战，视野、技能、人脉出众，所能发挥的影像力与战斗力有时可以抵得上、甚或超越规模大上数十倍的大型投资银行。
1. Overview要想了解投行的工作，就要先从投行的几项general的材料开始：Teaser：Teaser就是一些包含了项目（比如并购目标公司等）的一些基本信息（如财务数据，投资亮点等）的材料，并且，形式多样，有可能是email（email 版本或称Cover Email）或者pdf的soft copy，也有直接打印寄出的宣传单等。
主要发给项目的主要潜在合作者（收购方、出售方、融资方等），来吸引他们与投行取得进一步联系。
PitchBook：Pitch Book 可谓是投行各种材料中的重中之重。
Pitch book就是投行的招标书，一个公司如果有与投行的潜在合作机会，那么许多投行都会蜂拥而至，对这一机会进行招标，从而确立这样的一个合作关系。
Pitch Book 在每个投行里的内容、版式都不尽相同，对于不同的业务也有不同的版本。
虽然Pitch Book多种多样，但是他们套路都总是万变不离其宗的，无非包括：介绍自己是谁，有多么多么好，在这个行业做了多少成功案例并对这些案例进行分析，之后针对这一个特殊的机会，有多少准备，（并购：如，有很多长期的私募、银行等融资伙伴，与潜在的收购方有过合作，找到的潜在收购方已表达出收购意向等；承销：有很多私募、基金等长期合作伙伴，非常愿意购买我们卖出的证券等），最后也会说明自己的收费结构和标准，以及人员团队的简介等等。
Pitch Presentation_SL
Purpose of visit Who we are (bank overview) Execution team (names, titles and biographies) Expertise in the particular transaction at-hand
– Precedence – League Tables
– For certain industries such as financial institutions or technology, this is a necessary qualification – The bank must be able to properly understand and position a business to potential investors or buyers – M&A bankers must know the buyer landscape and recognize synergies
The Industry Overview is also a depiction of what the banker sees “going-on” in the industry
Everything from competition to political climate is relevant “Is this the right time to be seeking funding or making an acquisition or getting sold?”
pitchbook_template英文版招标书范本
Understand your goals
Together, nd risk profile.
4 Stay on course
We assess performance on a regular basis, making changes and refinements to your portfolio and strategy as needed.
Your Wealth Plan
Your LOGO
Presented to: [Insert Client Name] Presented by: [Insert Adviser Name] Date: [Insert Date]
Table of Contents
Introduction to Our Firm Our Team Our Wealth Management Process Our Qualifications Your Personalized Wealth Plan Next Steps
PHOTO OF TEAM HERE
Firm Profile
Established: Staff:
XXXX XX professionals
Experience: Average client relationship:
XX years XX years
Your LOGO
3
Our Team of Experts
We bring proven expertise to bear on every aspect of a client’s wealth—from accumulation and growth through preservation and distribution.
投行咨询模板最新版本ppt课件
一线城市竞争激烈、经营成本高
建议采取合作模式、打造联盟
洪泰创新空间与优客工场达成全 面合作，共同成立VC投资基金— —“大胜基金”，并在空间上合 作导流，企业之间共享数据
二线机会城市发展快、成T本ibe低t 建议采取自营模式独立运营空间 3W咖啡通过自身品牌影响力，与 地方政府合作并铺开网络、在成 都、重庆、武汉等城市以总部委 派方式迅速拓展
• 坚决杜绝地方保 护主义
• 形成积极办案、 高效办案、协作 办案的作风
后期：完善机制
建立知识产权法院 • 侵权惩罚金提升 • 间接提升知识产权价值
完善知识产权细则 • 完善专利侵权的认定和
调解纠纷细则
推进知识产权管理体制 • 从根本遏制知识产权侵
权行为的发生
完善预警机制 • 提高案件受理率提高侵
权成本，防患于未然
2 严打侵权行为 • “雷雨”、“天网” • 打击专利诈骗行为 • 消除执法消极推诿
3 成立知识产权法院 • 技术秘密专业技术性 较强的“第一审”知
识产权民事和行政案
4件 完善知识产权细则
• 明确侵权行为细则 • 加强产权管理体制 • 完善有效预警机制
Strategy& | PwC
8
C 法律法规
在知识产权方面，国家从修改专利法，到采取严格执法行动、再到建立 地方知识产权法院，完善法案细则以有效预警
知》
选企业免除土地税、营业税、增值税
《国务院办公厅关于发展众创空间推 加快构建众创空间，加强财政资金引导 进大众创新创业的指导意见》
• 各地方相继出台政策
3 发展众创空间 • 加强对空间财政引导
投资计划书模板英语
Investment Proposal TemplateExecutive SummaryThis investment proposal outlines a strategic investment plan in the [Company name]. The purpose of the investment is to support the company’s growth and expansion efforts in the [specific industry/sector]. The funding will be used to [describe the specific purposes of the investment].Company Overview[Company name] is a [describe the nature of the company’s business], providing [products/services] to [target market]. The company was founded in [year] and has since achieved significant milestones, including [mention key achievements or milestones]. With a strong management team and a track record of success, [Company name] is well-positioned for future growth in the [specificindustry/sector].Market AnalysisThe [specific industry/sector] is experiencing rapid growth and presents significant opportunities for expansion. According to industry research, the market is expected to grow at a CAGR of [provide specific growth rate] over the next [number of years]. This growth can be attributed to [mention key market drivers, such as technological advancements, increasing consumer demand, regulatory changes, etc.].Investment Opportunity[Company name] is seeking an investment of [amount of investment] to support its growth plans. The funds will be used for the following purposes:1.Research and Development: [Describe the importance of R&D andhow the funds will be used to drive innovation and product development].2.Marketing and Sales: [Explain how the investment will be utilized toexpand marketing efforts, penetrate new markets, and increase sales].3.Production Expansion: [Highlight the need for additional productioncapacity and how the funds will be used to expand infrastructure, purchasemachinery/equipment, etc.].4.Working Capital: [Explain the importance of sufficient workingcapital to support day-to-day operations and ensure smooth businessfunctioning].Financial ProjectionsBased on extensive market research and analysis, [Company name] projects the following financial performance:•Revenue: The company expects to achieve revenue of [provide estimated revenue figures] by [mention specific year].•Profitability: With the planned investment, [Company name] anticipates achieving a net profit margin of [provide estimated figures] by[specific year].Investment ReturnsInvestors in [Company name] can expect attractive returns on their investment. The potential returns will be achieved through a combination of:1.Capital Appreciation: As the company grows and expands, the valueof the investment is anticipated to increase.2.Dividends: [Company name] plans to share profits with its investorsthrough regular dividend payments.Management Team[Company name] is led by a highly experienced management team with a proven track record in the [specific industry/sector]. The team possesses a strong blend of technical expertise, industry knowledge, and business acumen. Their collective skills enable the company to navigate challenges effectively and capitalize on opportunities for growth.Risk AssessmentAs with any investment, there are inherent risks involved. Some of the key risks associated with this investment opportunity include:1.Market Risks: Changes in market conditions, competitive landscape,or consumer preferences may impact the company’s growth trajectory.2.Operational Risks: Disruptions in the supply chain, productiondelays, or quality control issues could affect the company’s financialperformance.3.Regulatory Risks: Changes in government policies, regulations, orcompliance requirements may po se challenges for the company’s operations.Conclusion[Company name] presents an attractive investment opportunity in the [specific industry/sector]. The company’s strong market position, growth potential, and experienced management team make it an ideal investment choice. By capitalizing on the funding provided, [Company name] is primed to unlock its full potential and deliver attractive returns to investors. We invite you to be part of our journey and join us in shaping the future of the [specific industry/sector].Contact InformationFor more information or to discuss this investment opportunity further, please contact:[Your Name] [Your Title] [Email Address] [Phone Number]。
大气创业投资金融理财银行保险企业创业投资规划方案计划书PPT模板
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PART 04
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投资银行里 DCM 团队都有哪些细分？
投资银行里DCM 团队都有哪些细分？【知乎用户的回答(5票)】:谢@兰尼大牛邀（以下内容针对香港/新加坡市场。
有一些英文确实不知道正确对应的中文是什么，大家凑合看吧）DCM的结构其实非常简单。
如果一定要细分的话，大概可以分为DCM Origination, DCM Execution和Syndicate，而且在很多银行，Origination和Execution并没有很明确的分开，所以一般就是DCM Deal Team（常常直接简称成DCM）还有Syndicate.Origination：Typical day就是pitch pitch pitch.Analyst/Associate的工作包括准备pitchbook，设计structure，向syndicate询价（indicative pricing quotation）。
对于没有评级的初次发行者，询价之前会根据公司的信用状况（credit matrix）做个参考评级用作定价依据。
再往上的MD/D/Senior VP等老大们的主要工作就是见客户、开会，实现拿到mandate的终极目标Execution：包括尽职调查，确定交易结构（structuring），讨论条款（covenants，仅适用于高收益债券），准备评级材料，准备路演材料，协调律师审计师受托人等第三方，路演，协调syndicate定价等等Syndicate：好像syndicate这个职位一直都没有一个很合适的中文翻译（如果有请告诉我！），很多银行也都是直接翻译成“辛迪加团队”，我一开始看到的时候也是一头雾水。
其实syndicate的工作主要是一级市场定价，所以每天要实时跟踪市场信息，以及和投资者讨论确定投资意向。
此外sales和trader也会在之后的分销和market making上提供支持，不过这就不属于DCM的范畴了。
对ECM的了解还停留在非常表面的阶段，就不说二者的比较了吧。
Pitchbook US template
2019年中期业绩报告2019年8月222321财务概览业务概览概要总体概要24发展战略总体概要财务概览业务概览发展战略2,0003,0004,0005,0006,0007,00001/1509/1506/1603/1712/1709/1806/19深圳综指恒生指数富时100标普500上证综指主要国家/地区市场指数表现15001,0001,5002,0002,50001/1510/1506/1603/1712/1709/1806/19融资融券余额股票和债券融资总规模0.70.62.13.51H181H19股票债券(人民币万亿元)(人民币十亿元)(人民币十亿元)-7.9%+42.9%+20.9%券商管理资产规模15.913.31H181Q19(人民币万亿元)最低:716最高:2,2735001,0001,5002,0002,50001/1509/1506/1603/1712/1709/1806/19股票交易量+10.4%+13.1%最高:2,363最低:187中国私募基金规模12.613.31H181H19(人民币万亿元)2019年上半年，经济环境、市场规则和客户结构的变化愈演愈烈，资本市场改革步伐加快，并加速向金融服务本源回归资料来源: 中国证券业协会，Wind 数据，中国证券投资基金业协会注：1.全部调至以上证综指为基准股票基金交易量继续位居行业第一资料来源: 公司数据强化领先进步超越“涨乐财富通”月度活跃用户规模继续位居国内券商App 第一，接近750万融资融券规模排名行业第二证监会核准的并购重组交易数量排名行业第一国内首家发行GDR 并在伦敦证券交易所上市证券公司场外衍生品上半年新增交易名义本金排名第三名科创板首批上市企业中，公司陪伴4家企业成功登陆科创板，其中华兴源创成为“科创板第一股”AssetMark 平台管理的资产总规模达561亿美元，较2018年持续增长资产管理规模排名行业第二中金所首批国债期货做市商之一资料来源: 公司数据注：1. 净资产收益率=净利润/平均净资产36949310511820181H19总资产净资产净利润总资产回报率和净资产回报率12019上半年收入结构资本实力扩充，转型成效显现0.8%0.9%3.6%3.8%1H181H19总资产回报率净资产回报率（人民币百万元)总资产及净资产（人民币十亿元)3,1594,0571H181H19经纪业务30.2%资本中介19.5%机构服务21.1%投资管理13.1%国际业务12.5%其他3.7%议程Company Overview总体概要财务概览业务概览发展战略盈利能力持续保持行业前列营业收入资料来源: 公司数据，财务报告（国际财务报告准则）经营利润与净利润(人民币百万元)(人民币百万元)11,98014,7281H181H19每股收益(人民币元)收入净利率26.4%27.5%1H181H190.440.491H181H193,0534,1383,1594,0571H181H19经营利润净利润坚持双轮驱动，各业务线全面增长财富管理业务收入投资管理业务收入机构服务业务收入国际业务收入6,9037,3151H181H19(人民币百万元)1,1543,1131H181H191,5011,9261H181H191,5011,8351H181H19(人民币百万元)(人民币百万元)(人民币百万元)资料来源: 公司数据，财务报告（国际财务报告准则）资产规模快速增长，结构不断优化资料来源: 公司数据，财务报告（国际财务报告准则）53,609150,90973,97690,171368,666(人民币百万元)其他资产金融资产信用资产货币资产55,796234,47572,080130,661493,01320181H1940.9%47.6%150,909234,47520181H19116,04834,861189,27345,202债券其他金融资产资产规模加速扩张信用资产结构优化76.9%80.7%20.1%14.6%15,14956,93127,78746,18973,97672,08020181H19股票质押37.6%金融资产规模、占比双提升融出资金21.0%14.5%11.3%24.5%26.5%62.4%79.0%91,029200,52583,257GDR 11,30464,58940,09529,953 73,00597,06130,459融资渠道多样，流动性充足69,784134,63759,494•2019年3月19日成功发行一期公司债券，发行规模为人民币70亿元，票面利率为3.68%•2019年5月23日成功发行一期美元债券，发行规模为5亿美元，票面利率为3.375%•2019年8月21日成功发行一期金融债券，发行规模为60亿元，票面利率为3.40%债券发行情况经营负债有息负债其他负债净资产374,810(人民币百万元)权益+负债——多样融资渠道灵活补充资本20181H19263,91629.8%200,52520181H19长期负债卖出回购短期负债流动性充足134,63751.0%53.5%20181H19流动比率流动性覆盖率有息负债结构持续优化净稳定资金率100%48.4%26.5%24.3%22.5%22.2%104,750104,750118,203145%242%144%议程总体概要财务概览业务概览发展战略搭建线上、线下一体化的财富管理体系，财富管理转型已见成效线上、线下一体化的财富管理体系移动理财服务平台投顾工作平台241 家证券营业部41 家期货营业部～70%涨乐财富通理财服务平台分支结构设于经济发达地区互联互通月度活跃用户数1累计下载并运行用户数投资顾问/BD金融产品线上+线下平台精细化运营✓交易产品✓策略产品✓理财产品7,493k 47,964k ✓分层分级，专业化、高质量队伍✓2,362位投资顾问,占员工总数的31.4%排名行业第一线上：数字化平台线下：专业+智能网点4,586平台活跃人数23 家智慧网点，更多拓展中✓营业网点✓智慧网点✓无人网点2,3625,161华泰证券投资顾问其他从业人员资料来源: 公司数据，易观智库加大金融产品配置力度59445591 54 46-15098101201720181H19融资融券股票质押回购约定购回资本中介业务规模(人民币十亿元)金融产品销售规模1资料来源: 公司数据注：1. 金融产品销售规模及保有数量均不含天天发(人民币十亿元)204300168201720181H193,2745,4567,979产品保有数量(只)12,16612,78013,285201720181H19(千人)19.014.311.1201720181H191(人民币万亿元)股票基金交易量市场排名11经纪及财富管理客户数股基交易继续保持行业领先地位，客户规模稳步扩张。
pitchbook_template英文版招标书范本
We bring proven expertise to bear on every aspect of a client’s wealth—from accumulation and growth through preservation and distribution.
By taking an objective and proactive approach that reflects the nuances and complexities of each situation, we continue to build trusted relationships.
Your LOGO
7
Factors to Consider When Selecting a Financial Adviser
The financial adviser you choose not only will have access to intimate detailed information regarding your personal finances, but also will be the individual entrusted to manage your financial future. Make sure your adviser has:
投行求职信英文模板
投行求职信英文模板[Your Name][Your Address][City, State ZIP Code][Date][Hiring Manager's Name][Company Name][Company Address][City, State ZIP Code]Dear [Hiring Manager's Name],I am writing to express my interest in the [Position Name] position at [Company Name] as advertised on [where you found the job posting]. With a strong background in finance and a passion for helping clients achieve their financial goals, I believe I would be a valuable addition to your team at [Company Name].I recently graduated with a Bachelor's degree in Finance from [University Name], where I honed my analytical skills and deepened my understanding of financial markets. During my time at university, I completed internships at [Bank Name] and [Investment Firm Name], where I gained hands-on experience in investment banking and asset management. These experiences have equipped me with the skills and knowledge necessary to excel in a fast-paced and dynamic environment like [Company Name]. In addition to my academic and professional experience, I possess strong communication and interpersonal skills that allow me tobuild rapport with clients and colleagues alike. I am a team player who thrives in collaborative environments and is always willing to go the extra mile to ensure client satisfaction. My attention to detail and strong work ethic have consistently been praised by supervisors and colleagues.I am particularly excited about the opportunity to work at [Company Name] because of its reputation for excellence in the finance industry. I am impressed by the innovative solutions and client-centric approach that [Company Name] employs, and I am eager to contribute to the success of the firm. I am confident that my skills and passion for finance make me a strong candidate for the [Position Name] role.I am excited about the possibility of joining the team at [Company Name] and would welcome the opportunity to discuss how my background, skills, and enthusiasm for finance align with the needs of your firm. Thank you for considering my application. I look forward to the possibility of contributing to the continued success of [Company Name].Sincerely,[Your Name]。
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1
Other Financials includes public sector, pension funds, private equity, and SPVs
6
We have unmatched scale, diversification and leadership
Markets
Scale
INVESTMENT BANK
Jes Staley, Chief Executive Officer Investment Bank
February 28, 2012
Agenda
Page Performance 1
Markets
4
Business highlights
13
INVESTMENT BANK
29 1996
52 1998
125 2000
70 2002
81 2004
115 2006
142 2008
98 2010
103 2011
Source: Federal Flow of Funds, Bloomberg, IMF, Bank for International Settlements, CBRC, CSRC, Thomson Reuters, SIFMA, McKinsey Global Institute Note: “Gross U.S. equity and long-term debt issuance” and “Daily average U.S. trading volume” graphs not shown to scale 1 Municipal, Treasury, MBS, Corporate Debt, and Federal Agency securities 2 Daily average value traded by the NASDAQ and NYSE
5
Our client franchise is large, diversified and global
Markets
2011 Markets revenue mix
Corporates 13% Hedge Funds 23%
Asia 10% Latam 2%
Broker-dealers 7%
Performance
2011
2012
Clients
Disciplined, sustained focus
Formed International Steering Committee
TS/IB Markets growth with corporates Add local market capabilities Build Asia Prime Brokerage Maintain leadership Grow developing markets franchise
(Value for Scale)
Deliver cross-asset platforms for innovation Efficient capital usage Control during volatility Repositioning ahead of new regulations
22
3
11
3
11
3
Treasuries, agencies, swaps, futures, options
800 research analysts 4,000 control and risk
Fixed Income
Securitized Products
Flow
2
1
2 1
1
1
Mortgage and asset backed securities
Advisory Equity Underwriting Long-term Debt Syndicated Loans Rates
#3 #3 11 11 11
4 # #4 33 22 22
#2 #2 33 11 11
M&A, Corporate Finance advisory Primary and secondary issuance Bond underwriting Loan syndication
International
Expanded Markets footprint in 20 countries Launched EMEA Prime Brokerage
Initiatives
Achieved targets, increased client activity
Commodities
professionals
13,000 tech. & ops.
Emerging Markets Credit Trading Commodities FX Public Finance Structured Cash
2
2
3
3
2
2
Non G-10 rates, credit, FX Corporate bonds, loans, credit swaps, index
1
1
1
1
1
1
products
Swaps, futures, options, physical transactions Spot foreign exchange swaps, futures, options Municipal debt trading and issuance Rates and credit High touch execution Low touch execution (electronic) Swaps, options, convertibles Financing, execution, clearing Margin financing, structured notes
1
2011: strength amidst volatility
Performance
Financial results
Near record performance Revenue: $26.3B Earnings: $6.8B (second highest) ROE of 17% on capital of $40B Further strengthened fortress balance sheet (Tier 1 common ratios)
Capital/risk management
PERFORMANCE
Continued focus on regulation
3
Agenda
Page Performance 1
Markets
4
Business highlights
13
INVESTMENT BANK
4
Credit, rates and currencies drive the global financial markets
50% complete, on target Technology
Doubled electronic equity internalization Further reduced errors and cost per trade Prudent capital management
Markets
Non-bank financial assets outpacing growth of traditional sources of capital…
Financial assets (% of GDP)
450 400 350 300 250 200 150 100 50 0 1952 1959 1967 1974 1981 1988 1996 2003 2010 Global financial assets are expected to nearly double over the next 10 years
How we operate
Diversity
IB revenue (typical quarter) 100%
Leadership
Industry rankings
2009 2010 2011
1
Descriptions
Banking
2,500 salespeople 2,000 traders 2,000 bankers
Basel II: 13.7%
Basel III: 8.4%
Business summary
Sustained Investment Banking leadership #1 in Global IB Fees (third consecutive year): 8% market share1 Record loan syndication revenue, advisory fees up 22% Fixed Income: historic high revenue market share, 17%2 Equities: record results
Asia 9% Latam 4%
Tech, Media, Telecom 18%
Hale Waihona Puke Real Estate 7% FIG 14% Natural Resources 23%
MARKETS
~5,000 issuer clients
EMEA 19% North America 68%
Healthcare 11%
PERFORMANCE