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Investment Banking Course

Executive Post Graduate Certification in Investment Banking and Capital Markets, Meritshot Certification
Get a chance to do a 3-month internship with JP Morgan
Management Development Program in Investment Banking, IIM Kashipur Certification. Get exclusive 18 hours of teaching by IIM faculty for specific modules.
Master the core of finance + financial modeling, valuation, risk management, and corporate governance

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Secure Positions with the World’s Top Investment Banking Companies

What You’ll Gain from
IIM MDP Program

Exclusive opportunity to learn from IIM Faculty

Advanced masterclasses

Get certified for exclusive modules by IIM Kashipur

Unlimited Interviews with the Network of 3100+ Hiring Partners

Integrated with Meritshot's 9-month program

Where can this take you?

Explore new career heights and gain a transformative learning experience that equips you to excel in investment banking operation and financial consulting

Investment Banking Analyst

Work on financial modeling, pitch books, M&A deal execution, and valuations.

Associate in 2–3 years

Skills:

Financial Modeling

Valuation (DCF, Comps)

M&A Analysis

Excel & PowerPoint

Equity Research Analyst

Analyze companies, create research reports, and provide investment recommendations.

Senior Equity Analyst in 3–4 years

Skills:

Equity Valuation

Financial Statement Analysis

Industry Research

Report Writing

Private Equity Analyst

Evaluate investment opportunities, build LBO models, and work on portfolio monitoring.

Associate in 3–4 years

Skills:

LBO Modeling

Deal Structuring

Due Diligence

Financial Forecasting

Corporate Finance Analyst

Support capital raising, budgeting, and business decision-making within corporates.

Finance Manager in 3–5 years

Skills:

Risk & Portfolio Analyst

Work with hedge funds and asset managers to optimize portfolio returns.

Portfolio Manager in 3–5 years

Skills:

Portfolio Management

Asset Allocation

Risk Modeling (VaR, Beta, Sharpe Ratio)

Financial Consultant

Advise clients on M&A, fundraising, restructuring, and investment strategies.

Senior Consultant in 2–3 years

Skills:

What Learners Say
About Us?

Join hundreds of professionals who've transformed their careers with Meritshot.

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Meritshot’s Investment Banking Certification has been an amazing experience. The instructors make complex topics simple, and the personal support from the Meritshot team truly sets them apart.

Nitika Gupta

4 yrs exp. | Accountant → Financial Analyst, Avendus Capital

Joining Meritshot has been one of my best career decisions. The faculty is highly engaging and knowledgeable, and the team ensures we receive a top-notch learning experience.

Gagan Dixit

5.5 yrs exp. | Data Analyst → Corporate Finance Associate, Deloitte

The support throughout this program has been exceptional. From quick doubt resolution to high-quality study material, everything has made my learning smooth and effective.

Rohit Sharma

3 yrs exp. | Equity Research Associate → Investment Banking Analyst, JP Morgan India

This course is well-structured and easy to follow. The instructors explain every concept with clarity, and the learning environment is incredibly supportive.

Nirmal Yadav

4 yrs exp. | Finance Manager → Investment Banking Associate, Morgan Stanley

One of the most rewarding learning journeys I’ve had. The instructors are approachable and experienced, and each session boosts my confidence in investment banking.

Anya Chopra

5 yrs exp. | Chartered Accountant → M&A Consultant, EY (Deal Advisory)

The program exceeded my expectations. The balance of theory and practical application is excellent, and I now feel well-prepared to advance my career in finance.

N. Sitharaman

7 yrs exp. | Corporate Finance Analyst → Investment Banking Associate, Barclays

The Meritshot Advantage

Upskilling with Meritshot gives you an unfair edge: putting you ahead of the curve

Guaranteed 3 Month Internship at JP Morgan

What sets our Investment Banking program apart is a guaranteed 3-month internship, ensuring every learner gains real-world deal exposure.

On-Demand Interview Assistance

Our program provides unlimited interview opportunities, giving every learner multiple chances to crack top roles.

Learn from industry experts

Get trained by Industry Experts from Top Firms globally, tailored to help you achieve your career goals.

360° Career Support

From technical skills to salary negotiation Mertishot guides you every step, with 400+ recruiter connections.

Small Batches, Better Learning

Grow faster with limited batch sizes — ensuring personal attention, deeper understanding, and focused preparation.

Meritshot–IIM Kashipur MDP

Our 9-month Investment Banking Program includes an integrated 18-hour Management Development Programme (MDP) delivered by IIM Kashipur faculty. This high-impact module provides learners with exposure to IIM-level frameworks, strategic perspectives, and best practices used in global investment banking.

While Meritshot covers the complete end-to-end learning across 200+ hours, the IIM Kashipur MDP elevates the program by adding academic depth, brand credibility, and expert insights.

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Industry Vetted Curriculum

Master Financial Modeling, Valuation & Deal-Making Skills to Excel in IB Roles

4 Weeks

Overview

Develop a comprehensive understanding of how global financial markets, central banks, and regulatory bodies function. Learn the principles of risk management and the impact of emerging technologies on modern banking.

What You’ll Learn

Structure of global financial systems (central banks, regulators, IBs)  

Foreign exchange & currency markets  

Financial and operational risk management  

Basel norms & compliance frameworks  

Emerging trends: AI, blockchain, and digital assets  

Learning Outcomes

Understand global financial systems and their key players

Identify and analyze different types of financial risks

Stay updated with the latest trends in fintech and compliance

4 Weeks

Overview

Gain strong command over Excel and learn to build financial models that are widely used in investment banking. Develop forecasting, valuation, and reporting skills through hands-on practice.

What You’ll Learn

Excel for finance: formulas, pivot tables, macros  

Financial forecasting & sensitivity analysis  

Dynamic dashboards for reporting  

Valuation using Excel (DCF, multiples)  

Scenario-based deal modeling  

Learning Outcomes

Build advanced Excel models for financial decision-making

Create dashboards and forecasting models with confidence 

Apply Excel tools for valuations and investment analysis

6 Weeks

Overview

OVERVIEW:  Master core valuation techniques used in investment banking to assess companies and deals. Learn corporate finance strategies that drive mergers, acquisitions, and capital structure decisions.

What You’ll Learn

Core valuation methods (DCF, comps, precedents)  

Relative valuation: multiples (EV/EBITDA, P/E)  

WACC & capital structure  

Synergy modeling in M&A deals  

Building valuation reports & pitch decks  

Learning Outcomes

Apply multiple valuation frameworks with accuracy

Understand capital structure and cost of capital concepts

Prepare professional valuation reports and presentations

4 Weeks

Overview

Dive into the mechanics of equity, debt, and derivative markets while exploring trading strategies. Understand how derivatives are priced and applied in hedging and arbitrage.

What You’ll Learn

Equity markets: IPOs, buybacks, underwriting  

Debt markets: bonds, securitization, ratings  

Derivatives: futures, swaps, options  

Derivative pricing (Greeks, Black-Scholes)  

Risk management with derivatives  

Learning Outcomes

Gain knowledge of equity, debt, and derivative markets

Understand derivative pricing fundamentals

Apply derivatives to real-world risk management strategies

4 Weeks

Overview

OVERVIEW:  Learn how large corporate transactions such as M&A and LBOs are structured and executed. Understand negotiation tactics, integration planning, and the role of private equity.

What You’ll Learn

Leveraged buyouts (LBO modeling & IRR)  

M&A mechanics: mergers, takeovers, spin-offs  

Deal structuring & negotiation  

Post-merger integration strategies  

Private equity & VC frameworks  

Learning Outcomes

Build and interpret M&A and LBO financial models

Understand the step-by-step deal execution process

Learn the fundamentals of structuring and integrating deals

4 Weeks

Overview

Understand how high-growth startups are valued, funded, and scaled. Explore term sheets, cap tables, and due diligence processes used by investors and VCs.

What You’ll Learn

Startup valuation: multiples, pre- vs post-money  

Funding lifecycle: angel to IPO  

Term sheets & investor negotiations  

Cap table modeling & dilution  

Due diligence across finance, legal, operations  

Learning Outcomes

Apply startup valuation and funding strategies

Build and analyze cap tables with clarity

Perform due diligence to mitigate risks in deals

4 Weeks

Overview

Develop expertise in governance, compliance, and international investment banking practices. Explore ethical finance, ESG, and how technology is shaping the future of banking.

What You’ll Learn

Regulatory frameworks (SEBI, SEC, RBI, MiFID)  

Insider trading, disclosures, and governance  

Cross-border investment banking practices  

Ethics & ESG in finance  

Future of banking: fintech, AI/ML, blockchain  

Learning Outcomes

Master compliance and governance frameworks

Gain exposure to international banking practices

Stay future-ready with ESG, fintech, and AI-driven finance

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Language and Tools Covered

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Real-World Projects

Work on flagship projects that mirror the daily responsibilities of Investment Banking Analysts & Associates. Each project is designed to give you deal-ready experience.

Mergers & Acquisitions (M&A) Deal Analysis

Evaluate a real-world merger (e.g., Microsoft–Activision).

Build a synergy model (cost & revenue).

Run accretion/dilution analysis.

Deliver an investment memo & pitch deck.

Outcomes

Ability to evaluate deals and prepare client-ready recommendations.

Leveraged Buyout (LBO) Modeling for Private Equity

Build a full LBO model for a mid-cap company.

Structure debt & equity financing.

Model IRR & MOIC across scenarios

Run sensitivity analysis on leverage, growth, and exit multiples.

Outcomes

Hands-on expertise in LBO modeling, a core private equity & IB skill.

IPO Valuation & Investor Pitch

Conduct a valuation for a company preparing for IPO (e.g., Reddit).

Apply DCF & comparable multiples.

Draft a pitch deck for investors.

Simulate book-building process and develop pricing strategy

Outcomes

Ability to evaluate IPOs and prepare equity capital market materials.

Startup Valuation & Fundraising Strategy

Value a high-growth startup and design a fundraising plan.

Use the DCF & VC method.

Assess burn rate & runway.

Prepare a comprehensive fundraising deck highlighting key KPIs

Outcomes

Skills to work on venture capital, growth equity, and early-stage advisory.

Hedge Fund Portfolio & Risk Management

Build and manage a hedge fund–style portfolio.

Implement long-short, event-driven, and arbitrage strategies.

Track performance against benchmarks.

Analyze risk via Sharpe, Beta & VaR

Outcomes

Practical understanding of asset allocation & risk-return tradeoffs.

Profit & Loss & Business Decision Analysis

Analyze P&L statements and recommend strategies.

Build financial models for margins & profitability.

Identify levers to cut costs & drive growth

Prepare executive CFO-style summary

Outcomes

Strong command over financial statement analysis & decision-making frameworks.

Case Studies You’ll Work On

Tesla–SolarCity M&A

Analyze the strategic rationale, deal synergies, and shareholder concerns.

Build an accretion/dilution model to test deal value. 

Focus: Strategic M&A evaluation & synergy analysis.

KKR LBO – RJR Nabisco

Study one of history’s largest buyouts.

Evaluate debt structures, exit strategies, and PE investor IRR.

Focus: LBO structuring & private equity perspective.

Airbnb IPO Valuation

Examine Airbnb’s growth metrics, revenue model, and risk factors.

Apply DCF & relative valuation for IPO pricing. 

Focus: IPO valuation & equity capital markets.

WeWork Valuation Collapse

Investigate why WeWork’s $47B valuation crashed before IPO.

Identify flawed assumptions & governance risks. 

Focus: Startup valuation & investor risk analysis.

Bridgewater Strategy

Analyze risk-parity strategy & global macro positioning.

Evaluate portfolio diversification during a financial crisis.

Focus: Hedge fund risk management & asset allocation.

Amazon Profitability Analysis

Assess Amazon’s financials across retail, AWS, and ads.

Model P&L drivers and identify growth levers. 

Focus: Business decision-making & profitability optimization.

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Our Expert Mentors

With Highly Experienced Instructors & Mentors you are in SAFE Hands

Jay Krishnan Nair

Senior Associate, PwC

With 10+ years across investment banking and consulting, Jay is also a seasoned corporate trainer with 11 years of teaching experience. He translates boardroom rigor into classroom clarity, grounding every concept in real deals and execution strategies. Learners gain an analytical, deal-ready, and execution-focused approach to IB under his mentorship.

Dhruv Bajaj

Deputy Manager, Deloitte | Chartered Accountant

Dhruv brings 5+ years of experience in audit, assurance, and financial advisory at Deloitte. As a Chartered Accountant, he blends technical expertise with real-world corporate exposure. His teaching simplifies complex financial concepts into practical insights, equipping learners with precision and strategic thinking essential for careers in finance and investment banking.

Anjana Srinivasan

Client Service Associate, Northern Trust Corporation (IB Ops)

With over a decade of global financial services experience, including significant tenure in Singapore, Anjana specializes in investment banking operations. She combines process excellence, precision, and client-centric delivery to give learners practical exposure to the backbone of IB execution and international market standards.

Upama Das

Senior Investment Banker, Kumbhat Advisors

Upama has 5 years of experience driving deals and financial strategies in investment banking. In addition to her industry role, she has taught with Emeritus, bringing a rare blend of practitioner expertise and academic depth. Learners benefit from her ability to connect real-world IB challenges with classroom learning, preparing them for industry demands.

Jay Krishnan Nair

Senior Associate, PwC

Dhruv Bajaj

Deputy Manager, Deloitte | Chartered Accountant

Anjana Srinivasan

Client Service Associate, Northern Trust Corporation (IB Ops)

Upama Das

Senior Investment Banker, Kumbhat Advisors

Get Industry-Recognized Certification

Earn a Meritshot completion certificate and an IIM Kashipur–accredited certificate, globally recognized, employer-trusted, and shareable on LinkedIn to highlight your expertise in Investment Banking.

Executive Post Graduate Certification in Investment Banking and Capital Markets, Meritshot Certification.

Management Development Program in Investment Banking, IIM Kashipur Certification.

Get Certified

Get placed in top
Finance Firms

With 400+ Hiring Partners and 360° Comprehensive
Career Assistance is Secured

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Your Investment Banking
Career Roadmap

A proven 4-step path to take you from upskilling to your dream IB role

Profile Power-Up

Stand out with a sharp CV, optimized LinkedIn, and strong personal pitch tailored for top banks and finance firms.

⁠Interview Readiness

Ace every round with 1:1 mock interviews, technical & HR prep, case studies, valuation models, and real IB scenarios.

Hiring Rounds

Apply to 400+ hiring partners and clear technical, aptitude, and behavioral interviews with confidence.

Offer Unlocked!

Land a high-paying Investment Banking role at leading global firms and kickstart your finance career.

How do we compare

See how Meritshot gives you an ‘extra’ advantage over others

Category	Other	Meritshot
Batch size	150-200+	25-30
Specialisation	None	Financial Modelling, Valuation, Investment Banking ops
Curriculum	Generic & Outdated	Structured & Latest
Career Support	Limited	360° & Lifetime
1:1 Mentorship	Few	Many
Case Studies & Projects	Few	50+
Payment Options	Limited	Easy No Cost EMIs