The WallStreet School provides 100% placement assistance to the delegates who have successfully completed one of our Investment Banking training programmes.

corporate

The WallStreet School provides customised on-site financial training programmes to corporations for new & lateral hires and current professionals. Our customised pre-and post-training assessments ensure that participants can immediately apply their new knowledge by bridging the gap between academic theory and concepts and real world, on-the-job training. The key to our success lies in our active presence in financial service

Our Advantage:

  1. We stay active in capital markets.
  2. Our focus on consulting and executing transactions allow us to stay connected.
  3. We emphasize thinking style guidance over lecturing.
  4. Our Programmes and training modules replicate real world scenarios.

The 10 days weekend Investment Banking Training by The WallStreet School is designed for working professionals to provide them with an understanding of investment banking techniques and capital budgeting. Designed by Investment bankers and industry experts, this programme helps you to fine tune your concepts and equip you with the skills for on-the-job application of those concepts.

  • Excel Foundations

    A financial analyst won’t be spending all their time on Excel building financial models, but will be crunching a fair amount of data and creating charts, tables & presentations. Human Assets of an entity (Finance, Marketing, HR etc.) live and breath excel, word and powerpoint and and we will teach you all the best practices of the most important tools.

    This course focuses on how learning the fundamental building blocks of Excel so that you can begin to take advantage and leverage all of Excel’s true capabilities. In order to efficiently build models and crunch large data dumps in Excel, one must master the basics before the advanced content. Learn relevant financial formulas, proper navigation, formatting of files and worksheets, creating calculations in cells, and linking between worksheets/tabs.

    • Mathematical functions: SUM, MAX, AVERAGE, MEDIAN, MIN.
    • Financial functions: PV, FV, RATE, NPV, IRR.
    • Logic Functions: IF, nested IF, CHOOSE, AND, OR.
    • Formatting: files, copy formulas, paste special.
    • What If Analysis: Goal Seek, Scenario Manager, Data Table.
    • Sorting data (By Values, By Cell Colour, By Font Colour, By Cell Icons).
    • Summarizing data with pivot tables by changing value field settings, using pivot option and pivot charts.
    • Protecting and sharing as protecting cells, worksheets, workbook.

    Advanced Excel – Level 1 (Prerequisites – Excel Foundations):

    This course focuses on how to effectively and efficiently utilize Microsoft Excel for data analysis. If you don’t want to spend hours figuring out how to navigate and work on monumental data and come out with apt analysis, you need to know to learn some functions which will make your work simple, uncomplicated and simply waaao.

    • Offset functions, Match function.
    • Multiple and Indirect functions (VlookUp+If, VlookUp+Match, Index+Match, Multiple Ifs, Data Cleaning, Arrays).
    • 1-2-3 Way sensitivity analysis.
    • Iterative calculations.
    • Statistical functions as Correlation, Regression.
    • Introduction to macros.

    Advanced Excel – Level 2 (Prerequisites – Level 1):

    “A Picture is Worth a Thousand Words” – but what happens when you have the perfect image in your head but you can’t get Excel to graph it the way you want? Ever get annoyed at constantly having to go back into “Source Data” whenever you add an item to your data series? Or how about getting the perfect sized bar or line without resorting to using a ruler to literally draw it on! This course builds upon our Advanced Excel for Data Analysis course and focuses advanced charting & graphing techniques and how to properly integrate with PowerPoint. A critical, must-take course especially for professionals who have to create graphs in their presentations, reports and slides. As usual, we emphasize and teach all the best practices and focuses on our core Excel learning goal: automation, automation, automation! Leave nothing to chance, there is always a way to simplify and automate your charting & graphing approach.

    • Dash Board.
    • Advanced Chart Techniques (Combination/Speedometer/Waterfall/Dynamic Charts, Dynamic Chart using VBA).
    • Using Form Controls (Connecting data/chart with form controls, Creating dynamic files).
    • Connecting data with external data (Connecting with Access Data, Connecting with txt data).
  • Finance for Non Finance

    The objective of ‘finance for non-finance’ training program is to assist the participants to develop a better understanding of finance concepts that are the backbone of any financial analysis. We answer all the rarely answered “WHY” questions—”why do we do this, why do we do that”—instead of answering: “well, just because” or “that’s the way it’s always been done”, we actually clearly and easily explain the logic of why and how not just the what.

    Finance Foundations:

    Learn the basic finance concepts that are the backbone of any financial analysis. An understanding of these basic core tools is absolutely critical to mastering any financial or valuation analysis. Concentration is placed on the integration of the financial statements.

    • Income Statement, Balance Sheet, Cash Flow Statement defined and importance explained.
    • Understand how financial statements are inter-related.
    • Overview and explanation of major financial ratios, including liquidity, asset management, debt management, profitability, and market value ratios.
    • DuPont RoE, Breakup of RoIC (RoIC tree).
    • Break Even Point, Margin of Safety.
    • Time Value of Money.

    Capital Budgeting

    Financial feasibility of projects are predominantly capital budgeting and financial decisions faced by firms. Most of the big projects are started/not started based on prudence with numbers and economic viability coming from them. The WallStreet School trains you in this and post the training delegates

    • Recognize the advantages of using Net Present Value (NPV) versus Internal Rate of Return (IRR) to calculate the financial viability of a project.
    • Learn to calculate XIRR, MIRR, make dynamic model with multiple scenarios.
    • Determine the value of projects that have different life spans using different approaches called lowest common denominator and annual equivalency cash flow.
    • Recognize the formulas for the after-tax weighted average cost of capital (WACC) and capital asset pricing model (CAPM) and how they are used to determine the cost of capital.
    • Identify the formulas for calculating cash flows resulting from investments and how they are used to determine the profitability of a project.
  • Relative Valuation

    Comparable Company Analysis (Trading Comps)

    Trading comps analysis is the quickest, most widely used valuation methodology, and fundamental part of the core valuation skill set of investment bankers and finance professionals. Build a detailed, thorough trading comps analysis (analysis of selected publicly traded companies) and learn how to properly construct a relative valuation analysis as well as how to normalize financials for extraordinary items, non-recurring and non-operating charges.

    • Learn the steps required to construct a trading comps analyses (Enterprise Value, Latest Twelve Months, Cleaning Reported Financials, Calculate & Benchmark Multiple).
    • Impact of Convertible Securities – Options, Warrants, RSUs, Convertible Bonds, Convertible Preference Shares.
    • Why Non Controlling Interested is added in calculation of EV? How do we find market value of Non Controlling Interest?
    • Proper Treatment of Leases (Operating and Capital) and How it Impacts the Valuations and Multiples)
    • Different Types of Multiples – EV Multiples vs Equity Multiples.
    • Regression Analysis.

    A proper trading comps analysis helps you understand.

    • How does the target company fit into the comparable universe?
    • How to allocate enterprise value between holding and subsidiary companies?
    • How to choose the right multiple to value the target?
    • Should we value the target company at a premium or a discount to the comparable universe?
    • Why would one company command a higher or lower premium to its direct competitor?
    • WACC Impact on Multiples.

    Comparable Deal Analysis (Deal Comps)

    Transaction / acquisition comps analysis is a variant of comparable valuation. Value of the firm is derived by assessing the value of comparable companies recently acquired. Build a deal comps analysis (analysis of selected acquisitions), similar to trading comps analysis, but from an acquisition context using historical transaction data instead of current market data.

    • Learn the steps required to construct a deal comps analyses (Transaction Value, Enterprise Value Paid, Latest Twelve Months, Cleaning Reported Financials, Calculate & Benchmark Multiple).
    • Calculate transaction value (purchase price), premiums and multiples in past deals.
    • Difference between transaction value and enterprise value.
    • Difference between trading multiples and deal multiples.
    • When to apply for deal multiples or trading multiples for valuation?
  • Advance Financial & Valuation Modeling

    Take your basic and core concepts to the next level to master the fundamental financial modeling concepts in order to perform the financial analysis. We plow deep into building robust and integrated models and ripping apart footnotes and making subjective inputs and properly analyzing the results of our models. Construct DCF valuation model, detailed revenue segment build-up, project more precise depreciation schedule, construct a reference range and football field summary valuation.

    1. Projection of revenues for the company based upon key revenue drivers.
    2. Projection of complete income statement and cash flow statement of the company.
    3. Balance the model using the debt schedule and debt sweep logic (important in terms of balancing the model).
    4. What are circular references, why should they be avoided and how to get around circular references.
    5. Estimate unlevered free cash flow (free cash flow to firm) and levered cash flows (cash flows to equity).
    6. Different ways to calculate the terminal value and their implications on value (EBITDA multiple and perpetuity growth approaches and their inherent limitations).
    7. Weighted average cost of capital (WACC) analysis that supports the DCF (CAPM, Risk Free Rate, Levered Beta, Re-levered Beta, Equity Risk Premium etc.).
    8. Building different scenarios in the model to see impact on final DCF valuation – base case, best case and doom case scenarios.
    9. Build and analyze valuation reference range (Football Field Analysis).
  • Merger Modeling

    Merger Model is critical in deciding about the impact of a M&A transaction on the acquirer companies’ future performance. After modeling a company’s profits / cash flow and valuing the entity, one must decide what to do with the company in the grand scheme of its strategic alternatives, including a merger or acquisition. It provides the fundamental knowledge required to understand, analyse and structure mergers & acquisitions.

    • Merger consequence analysis including accretion / dilution and financial implications of a deal.
    • Line-by-line construction of accretion / dilution model and its indepth analysis.
    • Factoring the synergy impact on future earnings performance of acquirer.
    • Analysis of break even PE for both 100% stock and 100% cash considerations.
    • Contribution analysis and its relevant in the analytical process.
  • Industry Specific Modeling

    In order to succeed and climb to the top, at some point, one must eventually specialize in a specific sector or industry after having enough product knowledge. Our industry specific modeling courses focus on unique industries in which generic terminology either doesn’t apply or needs to be more detailed, including sectors such as power, real estate, hospitality and other industries.

    Power Project:

    Evaluate the financial feasibility of a power project. Model captures various practical aspects we encounter while analyzing a financial viability of a new power project including the legal, taxation and regulatory matters.

    • Estimating total project cost (both hard cost and soft cost).
    • Understanding various revenue stream associated with a power project and how to factor them in a model.
    • Map out draw down of construction costs and final cash flow stream which dictate capital required, influencing IRR and multiple of capital.
    • Account for variability in various factors affecting the project IRR such as unit rate, project cost, project delay etc.
    • Determine optimal funding mix of equity vs. debt based on project cash flows and IRR.

    Hospitality Project:

    Evaluate the financial feasibility of a hotel project. Model captures various practical aspects we encounter while analyzing a financial feasibility of a new hotel project.

    • Build a sample master plan which involves buying raw land, constructing hotel building.
    • Understanding various revenue stream associated with a hotel project.
    • Map out draw down of construction costs and final cash flow stream which dictate capital required, influencing IRR and multiple of capital.
    • Account for variability in various factors affecting the project IRR such as room rent rate, occupancy rate, project cost, project delay etc.
    • Determine optimal funding mix of equity vs. debt based on project cash flows and IRR.

    Real Estate Project:

    Evaluate the financial feasibility of a real estate development project. Model captures every aspect of the project to find out what IRR it would generate if a developer decides to take up the project.

    • Build a sample master plan which involves buying raw land, constructing buildings for sale or rent.
    • Understand timeline and construction costs associated with common land and unit specific development.
    • Model out monthly revenues based on assumptions regarding pre-sales volume, deposits, and various phases of planning, construction and post-construction.
    • Map out draw down of construction costs and final cash flow stream which dictate capital required, influencing IRR and multiple of capital.
    • Account for variability in construction timelines for different types of properties and sensitize the master financial model for various per unit and per square foot costs.
    • Determine optimal funding mix of equity vs. debt based on project cash flows and IRR.

In order to succeed and climb to the top, at some point, one must eventually specialize in a specific sector or industry after having enough product knowledge. Our industry specific modeling courses focus on unique industries in which generic terminology either doesn’t apply or needs to be more detailed, including sectors such as power, real estate, hospitality and other industries.

Power Project:

Evaluate the financial feasibility of a power project. Model captures various practical aspects we encounter while analyzing a financial viability of a new power project including the legal, taxation and regulatory matters.

  • Estimating total project cost (both hard cost and soft cost).
  • Understanding various revenue stream associated with a power project and how to factor them in a model.
  • Map out draw down of construction costs and final cash flow stream which dictate capital required, influencing IRR and multiple of capital.
  • Account for variability in various factors affecting the project IRR such as unit rate, project cost, project delay etc.
  • Determine optimal funding mix of equity vs. debt based on project cash flows and IRR.

Hospitality Project:

Evaluate the financial feasibility of a hotel project. Model captures various practical aspects we encounter while analyzing a financial feasibility of a new hotel project.

  • Build a sample master plan which involves buying raw land, constructing hotel building.
  • Understanding various revenue stream associated with a hotel project.
  • Map out draw down of construction costs and final cash flow stream which dictate capital required, influencing IRR and multiple of capital.
  • Account for variability in various factors affecting the project IRR such as room rent rate, occupancy rate, project cost, project delay etc.
  • Determine optimal funding mix of equity vs. debt based on project cash flows and IRR.

Real Estate Project:

Evaluate the financial feasibility of a real estate development project. Model captures every aspect of the project to find out what IRR it would generate if a developer decides to take up the project.

  • Build a sample master plan which involves buying raw land, constructing buildings for sale or rent.
  • Understand timeline and construction costs associated with common land and unit specific development.
  • Model out monthly revenues based on assumptions regarding pre-sales volume, deposits, and various phases of planning, construction and post-construction.
  • Map out draw down of construction costs and final cash flow stream which dictate capital required, influencing IRR and multiple of capital.
  • Account for variability in construction timelines for different types of properties and sensitize the master financial model for various per unit and per square foot costs.
  • Determine optimal funding mix of equity vs. debt based on project cash flows and IRR.

TWSS provides 100% placements assistance to the candidates on the lookout for a change or start in the career. For providing the placement assistance, TWSS charges one month salary (of the CTC) as professional fee.