Finlatics

Investment Banking Analyst

topmate.io

Among Top 1% Mentors
Mentored 55+ professionals on: -

• Executive Leadership Roles
• Finance Career Guidance 
• Resume/Cover Letter Building 
• Finance Interview Preparation ( inc. Placement preparation)
• Finding Jobs in Finance ( inc. Offcampus jobs)
• Linkedin Content Creation 
• MBA Related Guidance

Finance Mentor 

Equivaluesearch 

Contributing to financial modeling, enhancing analytical capabilities for informed decision-making in investment banking.

Conducting market and data analysis, contributed to the preparation of comprehensive equity research reports.

Equity Research Analyst

Policybazaar.com

- Analyzed client needs and provided tailored financial and insurance solutions, optimizing investment portfolios to drive sales and maximize client satisfaction.
- Communicated complex financial and insurance concepts clearly to clients, effectively closing sales and securing new business based on their requirements.

Associate Consultant

BB Advisory

• Proficient in risk analysis, hedging techniques, key trends, identifying opportunities, and optimising strategies.
• Invested $2,000, which grown to $8,000+ through strategic decision-making and effective portfolio management.
•Proficient in tools like MetaTrader 5, Bloomberg FX, Forex Trading Platforms, Forex Charting and Calculator Tools.

Capital Markets Analyst 

VIEH Group

•Developed and deliver engaging presentations to showcase training programs, enhancing sales strategies.
•Utilized advanced Excel functions for data analysis and visualization, contributing to improved decision-making.
•Produced detailed reports summarizing key outcomes, aiding in decision-making and program optimization

Business Development Associate

General Store

Having an experience for 3 years of Assistant Manager at Grocery Store and Performed various roles and responsibilities of Procurement Operations, Maintained Store Inventory and Sales Operations.

Roles and Responsibilities:

PROCUREMENT OPERATIONS:-
•	Excellent knowledge of Negotiating with Suppliers about Pricing the Inventory and Market Products.
•	Acquired knowledge to Communicate not only with Customers but also with other vendors.
•	Worked closely with supervisors and managers on certain jobs and projects.
INVENTORY MANAGEMENT:-
•	Maintained neat and clean store to ensure optimal customer services.
•	Excellent knowledge of Coordinated with local vendors and identified appropriate local products for sales at Grocery stores.
•	Comprehended to arrange items on store rocks and shelves and ensure accurate pricing and handle customer inquiries.
SALES OPERATIONS:-
•	Designed and Implemented various retail pricing strategies for customer demands at grocery stores.
•	Maintained preparations for store layout and recommended strategies to maximize sales.
•	Explained information about the quality, value, and style of products to influence customer buying decisions.

Assistant Manager

CFA® Level-1 Candidate || Certified FMVA®|| Certified CBCA® || FPWM™ Professional || ESG Specialist || Macabacus Specialist || MBA in Core Finance & Financial Consulting (KPMG) || Graduated in Aerospace Engineering

I completed my MBA from Lovely Professional University and Graduated in Aerospace Engineering at Chandigarh University with a high level of engineering temperament. My engineering background has prepared me with a high level of analytical thinking and problem-solving skills, which I've carried forward into the world of finance.

Experience:
- Over a year of experience focusing on investment banking gained advanced Excel and presentation skills.
- Developed financial models, including DCF models, 3-statement models, pitch decks, and comparable analyses.
- Strong understanding of technical and fundamental analysis, and proficient in financial tools like Capital IQ, Vertical IQ, MetaTrader5, Bloomberg FX, and Refinitiv.

Expertise and Skills:
- Proficient in financial analysis, investment banking, financial modeling, and business valuations.
- Globally recognized certifications: FMVA®, CBCA®, FPWM™, ESG, and FP&A Specialist.
- Completed 120+ online courses in financial markets, advanced Microsoft Excel, sustainability, and leadership.
- Strong skills in research, problem-solving, decision-making, communication, and presentations.

Achievements:
- Achieved 29th rank at Morgan Stanley's Amplify ME Finance Program with 56% P&L efficiency and 67% risk analysis.
- Built and led the successful Book Reading Zone Club at MBA, earning an appreciation award from the Head of School.
- Gained 28k+ followers and 14M+ impressions in 7 months, recognized as a Top Voice in Investment Banking, Private Equity & Consulting.

Services: I provide services in:
- Financial Analysis
- Content Strategy (LinkedIn Growth)
- Career Coaching
- Resume and Cover Letter Building

You can reach me at: 
- Email: jeetainkumar1999@gmail.com 
- Phone: 9815437647 

"If you try to do your best, there is no failure." — Mike Farrell

Most finance students can read financial statements.

But only 10% truly understand how they connect.


THE THREE PILLARS OF FINANCIAL ANALYSIS

1. BALANCE SHEET - The Snapshot

It answers one critical question: 
What does the company own vs. owe?

Assets: Everything the company owns (cash, inventory, equipment)
Liabilities: Everything the company owes (loans, payables, debt)
Equity: What belongs to shareholders after paying all debts

The golden equation:
Assets = Liabilities + Shareholder's Equity

Pro Tip: A strong balance sheet has healthy assets and manageable liabilities.


2. INCOME STATEMENT - The Performance Report

This reveals your profitability story over a specific period.

It shows whether the company made or lost money.

The Journey:

→ Revenue: Total money earned from sales
→ Expenses: All costs incurred to generate that revenue
→ EBITDA: Earnings Before Interest, Tax, Depreciation & Amortization
(Shows operational efficiency)
→ EBIT: Earnings Before Interest & Tax
(Shows operating profit)
→ Net Income: The bottom line - final profit or loss


3. CASH FLOW STATEMENT - The Truth Teller

This is THE most important metric to judge a company.

It tracks actual cash movements, not accounting profits.

Three Categories:

→ CFO (Cash Flow from Operations):
Cash generated from core business activities
This should be consistently positive for healthy companies
→ CFI (Cash Flow from Investing):
Cash spent on or gained from assets (equipment, investments)
Often negative as companies invest in growth
→ CFF (Cash Flow from Financing):
Cash from loans, equity, or paid to shareholders
Shows how the company funds itself

The Ultimate Formula:
CFO + CFI + CFF = Total Cash Flow


4. THE CONNECTION THAT MATTERS

These three statements don't exist in isolation.

Net Income from the Income Statement flows to Equity on the Balance Sheet.

Cash Flow Statement reconciles the difference between profit and actual cash.

Assets purchased (Balance Sheet) create depreciation (Income Statement).

This interconnection reveals the complete financial story.


At FCP Consulting, I've mentored hundreds of students.

The ones who master these connections accelerate their careers fastest.

They don't just read numbers
they understand business reality.


Want to master financial statement analysis?

I'm sharing practical finance insights every week.

Follow me for career-oriented guidance in finance.

What financial statement do you find most challenging?

Let me know in the comments.


-----
Jeetain Kumar, FMVA®
Founder, FCP Consulting
Helping students break into finance and consulting

PS: If you want to start your career in finance, check the link in the comments to book a 1:1 session with me

#finance #cfa #investment #consultation #networking

Jeetain Kumar, FMVA®

I help students and professionals get into finance with executive coaching, career guidance, and financial education. KPMG Certified Financial Consultant | Risk & FP&A Specialist

Most people know the term “Investment Bank.”

Very few actually understand what it does.

Here’s the explanation of how investment banks works

Investment bank sits between two sides of the world:
- Investors (people with money)
- Issuers (companies that need money)

Think of it as the engine that 
keeps capital moving through the economy.

What Investment Banks Actually Do:
• Help corporations, governments, and PE firms raise capital (debt + equity)
• Connect investors who want to invest with companies that need funds
• Advise on IPOs, M&A, restructurings, private placements
• Build valuation models, structure deals, and ensure smooth execution
• Reduce risk, improve pricing, and create efficient access to capital markets

In simple words →
Investment banks are the 
bridge that transfers cash into opportunity.

And this is why careers in IB are so demanding,
you’re literally helping shape how money 
flows across industries, companies, and markets.

If you want to break into Investment Banking, start by mastering:
- Capital markets, Valuation, Financial modeling
- Deal process, Communication & presentation skills

Understanding this diagram is the first step.
Executing deals is the real game.


If you want a clear roadmap 
for entering IB as a student or early professional,
DM me “IB Guide” I’ll share a free step-by-step roadmap.



-----
Jeetain Kumar, FMVA®
Founder, FCP Consulting 
Helping students break into finance and consulting

PS: If you want to start your career in finance, check the link in the comments to book a 1:1 session with me

#finance #consulting #investment #valuation #career

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Jeetain Kumar, MBA, FMVA®, ESG

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