investment banking
The branch of banking that provides services of capital raising and mergers and acquisitions (M&A).
Corporate investment bankers offer strategic advice on financial services to companies and other institutions. They ensure that legal regulations are being followed by their clients in their efforts of raising any capital. They provide technical expertise and information on mergers and acquisitions, bonds and shares, privatisations and reorganisation, raising capital and security underwriting, including equity and debt markets.
Competences and skills
34 ESCO relationsEssential knowledge 12 competences
Occupation specific
0 competencesNo competences in this bucket.
Sector-specific
2 competencesmanagement consulting
The process of giving paid advice with the aim of improving businesses performance and promote their growth.
Cross-sector
10 competencesasset management
The process of increasing total wealth over time through investments that have potential to grow in value.
banking activities
The broad and continuously growing banking activities and financial products managed by banks ranging from personal banking, corporate banking, investment banking, private banking, up to insurance, foreign exchange trading, commodity trading, trading in equities, futures and options trading.
business valuation techniques
The processes to valuate the worth of the assets of the company and the value of the business following techniques such as asset-based approach, business comparison, and past earnings.
credit control processes
The various techniques and procedures applied to ensure that credit is given to the suitable customers and that they pay on time.
economics
Economic principles and practices, financial and commodity markets, banking and the analysis of financial data.
funding methods
The financial possibilities for funding projects such as the traditional ones, namely loans, venture capital, public or private grants up to alternative methods such as crowdfunding.
mergers and acquisitions
The process of joining together separate companies and relatively equal in size, and the purchase of a smaller company by a bigger one. The financial deals, the legal implications, and the consolidation of financial records and statements at the end of the fiscal year.
modern portfolio theory
The theory of finance that attempts to either maximise the profit of an investment equivalent to the risk taken or to reduce the risk for the expected profit of an investment by judiciously choosing the right combination of financial products.
securities
The financial instruments traded in financial markets representing both the right of property over the owner and at the same time, the obligation of payment over the issuer. The aim of securities which is raising capital and hedging risk in financial markets.
stock market
The market in which shares of publicly held companies are issued and traded.
Essential skills and competences 8 competences
Occupation specific
0 competencesNo competences in this bucket.
Sector-specific
0 competencesNo competences in this bucket.
Cross-sector
8 competencesadvise on participation in financial markets
Consult and provide guidance on the legal changes the company has to undergo in order to participate in the financial market such as writing dividend policies, defining the ownership and structure of the company, and the compliance with the standards set by organisms regulating the market the company is entering to.
analyse financial performance of a company
Analyse the performance of the company in financial matters in order to identify improvement actions that could increase profit, based on accounts, records, financial statements and external information of the market.
analyse financial risk
Identify and analyse risks that could impact an organisation or individual financially, such as credit and market risks, and propose solutions to cover against those risks.
develop investment portfolio
Create an investment portfolio for a customer that includes an insurance policy or multiple policies to cover specific risks, such as financial risks, assistance, reinsurance, industrial risks or natural and technical disasters.
examine credit ratings
Investigate and look for information on the creditworthiness of companies and corporations, provided by credit rating agencies in order to determine the likelihood of default by the debtor.
monitor stock market
Observe and analyse the stock market and its trends on a daily basis to gather up-to-date information in order to develop investment strategies.
provide legal advice on investments
Provide advice to organisations on the legal procedures, drafting of the contracts, and tax efficiency operations involved in corporate investments and their legal repercussions.
review investment portfolios
Meet with clients to review or update an investment portfolio and provide financial advice on investments.
Optional knowledge 6 competences
Occupation specific
0 competencesNo competences in this bucket.
Sector-specific
2 competencesfundamental analysis
The techniques for measuring the intrinsic value of a financial security through the assessment its economic and financial factors. It combines together the analysis of macroeconomic trends and of financial statements of the companies.
holding company activities
The principles, legal actions and strategies of a holding company such as influencing the management of a firm through the acquirement of outstanding stock and other means, more specifically by influencing or electing the board of directors of a company.
Cross-sector
4 competencesbusiness loans
Loans which are intended for business purposes and which can either be secured or unsecured depending on whether a collateral is involved. The different types of business loans such as bank loans, mezzanine finance, asset-based finance, and invoice finance.
corporate law
The legal rules that govern how corporate stakeholders (such as shareholders, employees, directors, consumers, etc) interact with one another, and the responsibilities corporations have to their stakeholders.
debt systems
The processes needed to obtain goods or services before payment and when a sum of money is owed or overdue.
financial statements
The set of financial records disclosing the financial position of a company at the end of a set period or of the accounting year. The financial statements consisting of five parts which are the statement of financial position, the statement of comprehensive income, the statement of changes in equity (SOCE), the statement of cash flows and notes.
Optional skills and competences 8 competences
Occupation specific
0 competencesNo competences in this bucket.
Sector-specific
0 competencesNo competences in this bucket.
Cross-sector
8 competencesanalyse business plans
Analyse the formal statements from businesses which outline their business goals and the strategies they set in place to meet them, in order to assess the feasibility of the plan and verify the business' ability to meet external requirements such as the repayment of a loan or return of investments.
interpret financial statements
Read, understand, and interpret the key lines and indicators in financial statements. Extract the most important information from financial statements depending on the needs and integrate this information in the development of the department's plans.
maintain client debt records
Preserve a list with the debt records of clients and update it regularly.
make strategic business decisions
Analyse business information and consult directors for decision making purposes in a varied array of aspects affecting the prospect, productivity and sustainable operation of a company. Consider the options and alternatives to a challenge and make sound rational decisions based on analysis and experience.
manage contracts
Negotiate the terms, conditions, costs and other specifications of a contract while making sure they comply with legal requirements and are legally enforceable. Oversee the execution of the contract, agree on and document any changes in line with any legal limitations.
manage corporate bank accounts
Have an overview of the bank accounts of the company, their different purposes, and manage them accordingly while keeping an eye on their balance, interest rates, and charges.
perform debt investigation
Use research techniques and tracing strategies to identify overdue payment arrangements and address them
perform stock valuation
Analyse, calculate and appraise the value of the stock of a company. Use mathematic and logarithm in order to determine the value in consideration of different variables.