远大金融 - 投行菁英铂金计划360 (悉尼)

自从2013年初运作至今，成绩突出，口碑甚佳。其保持着每年送出30名左右学员进入澳洲本地大型投资银行获得实习机会，超过半数留任，即使未能留任者也相继在其他大型银行获得工作机会。

而更多有志于进入投行界的在校同学，由于资历较浅，学习年限较短等各方面缘故，其稍欠缺必备的专业知识和软实力，尚未能达到进入投资银行实战班学习和获得投行亲睐的条件。因此在次年，我们推出投行菁英铂金计划360, 以作为投资银行实战班的预科课程，旨在通过专业知识和技能的养成，以及模拟和实践的操练，以便为学员积累跨入投行的经验，成就其投行梦的入场证或敲门砖。同时该计划还为投资银行实战班提供优秀的学员储备，以便成就准备完全的学员一蹴而就。

本着不断为学员创造更大价值的目标，我们一直保持着对课程本身的不断改进，2016年课程升级后，我们根据以往的经验更好地满足学员所需的技能。筛选学员标准的严格遵守，教学质量的进一步提升，雇主资源的持续扩展，成就了投行菁英铂金计划360在澳的独一无二性，使其成为澳洲本地有工作或者实习经验的华人完成职业生涯跳跃和进入国际型投资银行的梦想实现地。

随着猎头分支的不断壮大，陆续出现的越来越多的悉尼本地金融公司实习机会造就了我们悉尼国际投行精英项目，给还没有达到大投行班入学机会的学生们提供了一个新的提升自己，获得本地金融公司经验，储备就业自身硬实力和软实力的最佳机会。大部分实习单位工作职责涉及交易和企业并购等给实习生更直面的机会了解投资银行IBD部门的主要业务和实际操作需求，满足有野心的你的职业发展需求。

人生关键在于选择，勇敢一些，你就可以比别人早成功一些。让我们实战风暴式的教学带你走出人生的低谷和转折点吧，三年的众多成功经验告诉你，进入澳洲本地国际型投行和金融机构不再是梦！其实找工作并不难，难的是因为你不懂得方法和策略，没有找到真正的本地金融圈。相信我们，走出你自己的圈子，尝试新的突破，你就会破茧成蝶，完成你人生的重要飞跃。   

国际投行精英养成项目带队老师介绍：

Wayne W.

CFA Charter Holder，现于大型跨国IT公司任高级并购经理，兼任另一IT巨头财务顾问。曾任四大会计师事务所审计师，澳洲保险公司财务分析师，香港上市公司投资并购经理，中国上市公司独立董事。2009年获MQ Applied Finance硕士学位。曾参与包括雨润集团等多个公司IPO上市项目，包括中国石化等多个上市公司的审计项目，以及领衔并促成多宗跨国并购案，涉案价值超过2亿美元。2005-2008年创办“韦恩博客”，并在上海证券报设有专栏，对当时的中国牛市进行跟踪分析报道。Wayne老师是公认“综艺咖”，其乐观，向上和幽默个性是新一代的典范。在教学过程中，精心设计了大量的案例，用形象通俗的语言来阐明相对枯燥的概念和理论，内容扎实，形式活泼，深受学生喜爱。

Stanley Z.

远大投行班主讲导师；悉尼大学博士，巴塞尔银行管理条例认证专家，于德国哥廷根大学获 “金融、会计及税收”硕士后，先后任职于通用电气(GE)、德意志银行法兰克福总部及中国银行，多年来从事衍生品、固定收益等投资及金融市场业务，曾任教于国内高校及CFA培训机构，具有深厚的理论功底和丰富的金融市场实战经验。Stanley老师授课带着典型德国人的严谨，其广博的金融市场和金融产品知识，使其讲课可以信手拈来，真实案例分析透彻并角度新颖，让你认识到一个不只是停留于数字和书本上的金融世界。

Leo H.

远大interview skills, Business Writing and Professional Manner 课程主讲老师，Soft Skills Course Training Team Leader. 现任澳洲德勤（ Deloitte Australia）的Senior Data Analyst 和Internal Recruitment Accounting team leader 。在过去的7年间Leo还从事过Deloitte的Auditing, 曾任Macquarie Bank 的Business Analyst。Leo上课风格为典型‘四大’风格，目标明确，思路清晰，结构严谨，内容专业，风格轻松，给你完全不一样的‘四大模式体验’。

Johan S.

远大Effective Email Communication主讲老师。现任全球战略咨询公司L.E.K Consulting公司Head of IT。拥有超过八年以上全球性的IT Management Executive工作经验，具有深厚的Professional communication经验沉积和企业专业沟通技巧。在过去十几年的工作经验中，除了IT公司，Johan曾从业于娱乐产业公司，金融服务公司，是个极富创造性和幽默的讲师。

Sonia S.

远大Managing Director, 猎头服务负责人；曾任Local大型公司Management Accountant，Corporate HR职位，后因名师指路转入Public Accounting 领域，成为Senior Tax Accountant。Sonia知识广博、厚积薄发，带给学员的是大师级的会计培训体验；同时她具备极强的个人魅力，善于与学员深度沟通，能够牢牢抓住学员的注意力，将课程内容以不同学 员更乐于接受的方式呈现，令人印象深刻并深刻激发学生内在潜能。Sonia的幽默感和亲和力深受学员喜爱。很多学生奉她为人生导师。

投行菁英铂金计划360你可以获得什么？

• 50个小时左右的实战教学，真实各大投行交易记录，金融产品模型和基金报表分析
• 真实企业并购案分析和分组实战演练
• 投资银行商业“软技能“操练
• 求职技能 (从零开始) 全方位指导及演练
• 来自于国际型投行，世界顶级咨询公司高管和四大分析师超豪华教师团队的贴身指导，寓教于乐
• 本土金融机构实习，个人技能展现，竞争技能提升
• 贴近中前台的传统投行业务教学和相应金融公司实习配对
• 100%的本地金融公司实习推荐 (实习单位具体信息请咨询Career Consultants)
• 每年20名上海，杭州，香港顶级投行初级分析师工作直接内部推荐
• 将优先考虑ENROLL进远大投资银行实战班项目 

Course Outline

Session One: The World of Investment Banking - Conducted by Former JP Morgan Senior Analyst

• The historic face of investment banking - the great investment bankers, house and bulge-bracket firms of Wall and Lombard Streets

• Career path in this industry

• The evolution of investment banking - a regulatory journey of both form and substance

• The culture and organizational structure of investment banks - the changing face of leadership, risk management, human behaviors and organizational values

• The structure of investment banks - public versus private, universal versus boutique, the road to the top - vice presidents, managing directors and partners - and the accolades of success

• The business and strategies of investment banking - buy and sell sides, inside and outside the shadow markets; research, Chinese walls and electrified fences

•  The competitive challenges of investment banks - the retention of talent, the CEO’s wandering eyes, the growing dimensions of risks from market to operational to human behaviors

• The customer and performance goals of investment banking businesses - criteria for superior performance

•  The role of the financial advisor/advisory business - a journey to the top of Maslow’s pyramid

Session Two: Asset Management and Wealth Management Pathways - Conducted by Former JP Morgan Senior Analyst

•  Asset management industry framework and big picture
• The roles of investment managers, brokers, custodians and institutional clients
• Fund administration division and define administrator’s roles
• Introductions of derivatives
• Exchange traded derivatives valuations and fund performance reporting
• How to read the Swap contracts and instructions
• How to book the Swap and OTC option trades
• How to calculate the Market to market value of the Swaps
• How to book the margin and the effect of the margin instructions
• How to book future trades on domestic funds
• How to calculate the profit and loss on the close trades
• How to sum up the total for unrealized value on the futures
• Goldman Sachs structural trades tickets valuations and analysis
• Various types of corporate actions introduction
• Voluntary and involuntary corporate actions fund bookings and proper handlings
• Corporate actions research and practical trading methodology
• Daily and monthly valuations procedures on funds level
• Goldman Sachs and JP Morgan various future products valuation based on real broker statements and trading tickets (domestic fund)
• Goldman Sachs and JP Morgan various future products valuation based on real broker statements and trading tickets (international fund)

Session Three: Mergers and Acquisition (M&A) Investment Bank practices and Deal Studies - Conducted by Adobe Deal Manager and Former M&A Investment Manager 

• Deal summary at a glance - how much you know about the deals in the market?
• Investment bankers at the top of Maslow’s Pyramid - The CEO as the client
• The theory and practice of M&A - from synergies to core competencies
• Private-equity driven deals - structures and expectations
• Strategic investment driven deals - structures and expectations
• Merger strategies, what industry to buy before what to buy
• The role of the investment banker - the buy and sell side; conflicts of interest;  the trusted advisor role
• Equity market and stock fundamental analysis and shareholder expectations
• Buy side and sell side conference, Q&A and negotiation
• Good or bad companies at a glance of broker report - financial features
• Shareholders’ and bankers’ most concerned financial ratios
• Pricing, and fee structure of M&A deals
• The financing M&A deals - cash, stock, bank financing, the debt capital markets
• Leverage buy-out, using other people’s money is always good?
• M&A as a real option strategy - getting one’s foot in the door
• Beyond M&A - creating value through corporate restructurings
• Benchmark deals in the market - investment bankers as creators or destroyers of shareholder value?
• Group presentation warm-up and road show stage-up-and-go.
• M&A deal timeline and project management
• Valuation of target companies in real case
• Group presentation of M&A real case, feel the pain and gain
• Challenge questions from the IB mentors
• Deal negotiations, assessments and final completions
• Road Show Bite - An individual feedback according to the roadshow performance

Session Four: Interview Preparations - Conducted by Local Hunting Agents and Big 4 HR

• Key to write a set of resume and cover letter that secures you interviews
• How to write your sale document
• Format and Wording
• Common errors you need to avoid from your resumes
• Resume details highlights
• Importance of “achievement” writings – what distinguishes you from other candidates
• Do you know how to use MS Word to improve your resume?
• What if you have less/little experience (and believe me upfront, there is no shortcut for this, but you have the control to improve it)
• About Applicant tracking system (ATS)
• Interview techniques and Mock interviews
• The art of selling yourself and have the agents to sell you - as a product
• Good, bad and ugly about job market
• PAS SystemTM (Prepare, Act and Summaries)
• 4 different job markets - Rules are different
• Value and culture fit - make or break the deal
• The correct steps and approaches of interviews
•  Myers Briggs and other Tests
• The danger of telephone interview (even video)
• The power of storytelling - Australians like to know the real inside of you
•  “My precious”  you have 7 seconds
• Common Interview Questions - Approach Analysis
•  How to deal with your nerve - not only eating bananas
•  8 ways that guarantee failures - do the opposite
•  Full Discussion about behavior questions
•  Work with recruitment agent? Or go solo?
• Reference checks to close the deal
•  Mock, mock and lots of mock, be warned!

Session Five: Trading and Global Markets – Conducted by Successful Personal Forex and CFD Trader

• Career in front office - trading
• Risk management industry and middle and front work duties analysis and introductions
•  What is Forex Trading - Background Analysis; FX trading Terminology & Connections;
•  What is CFDs Trading - Types of CFDs; Benefits of trading CFDs; Trading Power; Terminology & Connections;
• The beauty of Forex unveiled - Leverage; Trading time; Market liquidity; Trading cost; Trading platform
• Trading Orders - Market Order; Stop & Limit Oder
• The structure of the Market - brokers, traders and the sales desks
•  Market-makers, hedge funds and speculators
• Associated Risks & Risk management
•  How to trade Forex - Understand about the market; Build a trading strategy; Operation of trading software & Real Time Mock Trading
•  Historical case analysis
•  Personal trading experience - Lessons from failures; Trading strategies
• Career development of a trader, explore the hidden value of a successful trading guru

Session Six: Effective Email Communication - Conducted by International Consulting Firm Chief Information Officer

•  Make sure your messages get opened quickly
•  Give longer messages a logical structure
•  Differentiate between informal and formal email writing
• Get your key messages across
• Avoid igniting an email - writing 'flame war'
• Address your reader's needs
• Establish and build rapport
• Know what format to use - and when
• Minimize spam
• Cut down on unnecessary emails - for you and your colleagues
• Avoid embarrassing mistakes
• Free yourself from Inbox slavery
•  Make your emails more readable

 Session Seven: Public Speaking - Presentation & Meeting Survival Boot Camp - Conducted by Big 4 Senior Data Analyst

• Establish rapport with your audience
• Learn techniques to reduce nervousness and fear
• Understand your strengths as a presenter and how to appeal to different types of people
• Recognize how visual aids can create impact and attention
•  Develop techniques to create a professional presence
• Learn some different ways to prepare and organize information
•  Prepare, practice, and deliver a short presentation 
• Session Seven: Final Group Interview and Business Cocktail Party - Participants: Big 4, BNP Paribas, State Street Bank and Trust, Macquarie Bank, Deutsche Bank Previous Students and Teachers
•  Group assignment case introduction
•  Team allocations and building up
•  Group discussions
• Group presentations and PPT preparations
• Group interview feedback
•  Cocktail party for socialization 
• Financial Services Industry Full Time Internship

Two- Weeks to One Month Full Time Internship - Subject to the availability of the host companies, DNC Consulting Group reserves the final explanation

•  Practical experience with FX, derivatives, Equity trading, M & A, IPO project and other front desk tasks as well as valuation and reporting roles included
• Relevant local work experience reference will be provided to enhance your CV
•  Chance to extend the internship period and stay with paid job but not guaranteed
• Host Companies: DNC Capital Group, Bentleys, Phillip Capital, AMMA Private Equity, Philon Capital, Basis Consulting Firm 
• Best trader and best analyst certification for the best performers
• Internship reference

报名要求：任何立志于进入国际性投资银行的同学，专业不限

上课地点：悉尼，墨尔本市中心（如有需要解决住宿的同学，请尽快和我们的工作人员联系，我们可协助解决）

课程价格：$5680 (GST Inclusive) $500 deposit to reserve the seat. (包含Part Time一个月或Full Time2周 Local 中型投行实习)

报名电话：0488 888 362