Hi, I am a qualified Chartered Accountant from Institute of Chartered Accountants of India qualified in Jan 2015. And a B.com graduate. I want to pursue my career in investment banking and want to obtain CFA degree. I was thinking to joining the job profile of investment banking and then move ahead to studying CFA. It be a great help if any one can suggest which profile should i ask for and what should my next step to achieve what i seek.

What do you mean by 'which profile should i ask for'?

Hi Jyoti,I believe you are confused about a particular vertical to get in Investment Banking. For a fresh Chartered Accountant wanting to make fortune in IB; the best bet is getting in a Valuation profile. It is a starting point of a much glamorous Investment Banking industry.Being in Gurgaon, India you can easily get such profiles with Big 4 and lot other boutique IB firms( if you can't crack big 4) who does post deal work like purchase price allocation, litigation valuations, due diligence, mainly post M&A activity. Simultaneously pursuing CFA will prepare you as a complete package as you will have CA, CFA and couple of years of experience at associate level with IB. Then later on you may crack the deal side of Investment Banking. Hope this helps you. Thanks.Best,Akshit, CFA

A Career Discussions Discussion About Job Profile

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This topic has 4 replies, 5 voices, and was last updated Oct-187:52 pm by HarshBhatt.

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- Jyoti_Singh02
  Participant
  - Undecided
  05 Jul 2018 at 2:00 pm
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  0
  ::
  Hi,
  I am a qualified Chartered Accountant from Institute of Chartered Accountants of India qualified in Jan 2015. And a B.com graduate.
  I want to pursue my career in investment banking and want to obtain CFA degree.
  I was thinking to joining the job profile of investment banking and then move ahead to studying CFA.
  It be a great help if any one can suggest which profile should i ask for and what should my next step to achieve what i seek.
- hairyfairy
  Participant
  - Undecided
  09 Jul 2018 at 3:58 pm
  Up
  4
  ::
  What do you mean by ‘which profile should i ask for’?
- Akshit
  Participant
  - CFA Charterholder
  13 Jul 2018 at 10:01 pm
  Up
  2
  ::
  Hi Jyoti,
  
  I believe you are confused about a particular vertical to get in Investment Banking. For a fresh Chartered Accountant wanting to make fortune in IB; the best bet is getting in a Valuation profile. It is a starting point of a much glamorous Investment Banking industry.
  
  Being in Gurgaon, India you can easily get such profiles with Big 4 and lot other boutique IB firms( if you can’t crack big 4) who does post deal work like purchase price allocation, litigation valuations, due diligence, mainly post M&A activity. Simultaneously pursuing CFA will prepare you as a complete package as you will have CA, CFA and couple of years of experience at associate level with IB. Then later on you may crack the deal side of Investment Banking.
  
  Hope this helps you. Thanks.
  Best,
  Akshit, CFA
- HarshBhatt
  Participant
  - Undecided
  07 Oct 2018 at 7:52 pm
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  2
  ::
  I am chartered accountant and working in a one of the SENSEX 30 Company. I am more interest towards Finance, Portfolio Management & I-Banking. Shall I go for CFA? After passing the same is there in chance to get opportunities Outside India like Australia or Singapore(not USA)?
- sam_hoosier
  Participant
  - CFA Level 2
  09 Jul 2018 at 8:48 am
  Up
  1
  ::
  Are you looking for a career in I-banking or I-research/portfolio management? CFA may not help as much with I-Banking, since its mostly deal making/marketing/business development. MBA might be a better option for you.
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