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A.G. Edwards. Presentation to. Investment Banking. Institutional Sales and Trading. Securities Research. Securities and Investment Services Firm. Securities and Commodities Brokerage. Syndicate. Asset Management and Private Client Services. What is an “Investment Bank?”.

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a g edwards

A.G. Edwards

Presentation to

slide2

Investment Banking

Institutional Sales and Trading

Securities Research

Securities and Investment Services Firm

Securities and Commodities Brokerage

Syndicate

Asset Management and Private Client Services

What is an “Investment Bank?”

what is investment banking

Investment Banking

What is “Investment Banking?”

Industry Focus

Product Focus

  • Technology
  • Healthcare
  • Financial Services
  • Consumer Products
  • Energy
  • Equity Capital Markets
  • Debt Capital Markets
  • Mergers & Acquisitions
  • Private Placements
  • Private Equity

Capital Raising

Financial Advisory

  • Public Equity Offering
  • Public Debt Offering
  • Private Equity Offering
  • Private Debt Offering
  • Hybrid/Structured Products
  • Buy-Side Advisory
  • Sell-Side Advisory
  • Valuations
  • Fairness Opinions
  • Takeover Defense
  • Recapitalization Services
what is the role of investment banking

Public

Private

Public

Private

Investment Banking

Capital Markets

Client

Equity Offering

Debt Offering

Financial Advisory

What is the Role of Investment Banking?
types of investment banks

A.G. Edwards

INVESTMENT BANKING

Types of Investment Banks

Bulge Bracket Investment Banks

Global Commercial Banks

Boutique Investment Banks

Regional Investment Banks

  • Strengths
  • Global reach
  • Large equity transaction expertise
  • Public debt expertise
  • M&A expertise
  • Strengths
  • Global Reach
  • Corporate relationships
  • Strong debt expertise
  • Large product offering
  • Strengths
  • IPO expertise
  • Primary research coverage
  • Small cap focus
  • Strong industry expertise
  • Strengths
  • Regional distribution system
  • Strong retail-client relationships
  • Middle market M&A experience
  • Strong geographic expertise
  • Firms
  • Thomas Weisel Partners
  • Adams, Harkness & Hill
  • Putnam Lovell
  • Sandler O’Neill & Partners
  • Firms
  • Goldman Sachs
  • Merrill Lynch
  • Morgan Stanley Dean Witter
  • Firms
  • Credit Suisse First Boston
  • Bank of America Securities
  • Citigroup/Salomon
  • JP Morgan Chase & Co.
  • Firms
  • Legg Mason
  • Raymond James
  • Tucker Anthony
  • Friedman Billings
investment banking career path
Investment Banking Career Path

Managing

Director

Vice President

Associate

Analyst

investment banking analyst
Investment Banking Analyst

Responsibilities include:

  • Developing industry analyses
  • Creating models of financial forecasts
  • Analyzing historical & projected financial performance
  • Developing & participating in pitches for prospective clients
  • Representing firm with clients & peer investment banks
  • Assist in creating marketing materials for upcoming transactions
investment banking analyst1
Investment Banking Analyst
  • Accounting or finance background
  • Detail-oriented
  • Highly motivated
  • Excellent analytical & communication skills
  • Flexible
  • Management of multiple projects simultaneously
  • Team player
investment banking analyst career progression
Investment Banking Analyst Career Progression

Return to Investment Banking

Pursue MBA

Enter into new field of employment

Joins Analyst program

2-3 yrs

Undergraduate

Pursue alternative professional employment

investment banking analyst training program
Investment Banking Analyst Training Program
  • 6 week training program
  • Exposure to operations of numerous departments throughout firm
    • Equity Research
    • Equity Syndicate
    • OTC
    • Institutional Sales
  • Exposure to outside professionals
    • Accountants
    • Law firms
  • IPO and mergers & acquisitions case simulation
  • Mentor program
a g edwards investment banking
A.G. Edwards Investment Banking

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