Description
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Meeyeon Park – CFI Education – Origination Fundamentals – Debt Capital Markets Perspective
Origination Fundamentals – Debt Capital Markets Perspective
Learn, and do exactly what a DCM/ECM Analyst within an investment bank’s capital market’s team does on a typical day.
Understand the different roles within DCM and ECM in financial markets
Explore what an analyst in those departments does on a typical day
Learn if a role in DCM or ECM is right for you
Overview
Origination Fundamentals – Debt Capital Markets Perspective Course Overview
This course is a firsthand account of what an analyst does in capital markets. In this course, we use an explain, explore, and do approach.
First, we will establish our bearings by explaining what the DCM and ECM teams do and how they fit into the broader operations of an investment bank. Afterward, we explore the subunits in DCM, and how they work together to achieve the core purpose of a capital markets team: to introduce new securities into the market. During the course of understanding the processes involved in bringing securities to market, we will learn the key skills you need to be successful at each stage of a career in this group. Then we switch gears into the ‘do’ portion of our course. In the final chapter of this course, you will immerse yourself in the role and do what a capital markets analyst does on a typical day: build a DCM update for a broader pitchbook.
Origination Fundamentals – Debt Capital Markets Perspective Objectives
By the end of the course, you will be able to:
Describe the roles of DCM and ECM in financial markets
Locate DCM and ECM in an organizational chart and explain how to team collaborate
Explain what an analyst does in a typical day
Describe the career path, skills, and exit of a DCM or ECM analyst
Who Should Take This CMSA® Course?
This Introduction to DCM and ECM course is perfect for anyone who is considering a career in origination, or generally on the sell-side of capital markets. This course is designed to equip you with the knowledge that you would gain after being 2 years into the job.
What you’ll learn
What Are Capital Market Teams?
Introduction part 1
Introduction part 2
Downloadable Material
What are Debt and Equity Capital Markets
Where do DCM and ECM Fit
DCM Team Breakdown
Stages in a Career in DCM and ECM
Interactive Exercise 1
A Typical Day in Capital Markets
A Typical Day in DCM
The Morning Call
Who You Will Work With Internally
Who You Will Work With Externally
Interactive Exercise 2
Deal Day
Deal or Non-Deal Day
Birds Eye View of a Deal
Deal Day-Involved Internal Teams
Deal Day-Available Roles of Participating Banks
Deal Day in DCM
Interactive Exercise 3
Building a Pitchbook: DCM Update
Building a Pitchbook: DCM Update Part 1
Building a Pitchbook: DCM Update Part 2
Building a Pitchbook: DCM Update Part 3
Building a Pitchbook: DCM Update Part 4
Building a Pitchbook: DCM Update Part 5
Building a Pitchbook: DCM Update Part 6
Building a Pitchbook: DCM Update Part 7
Building a Pitchbook: DCM Update Part 8
Downloadable Material
Conclusion
Course Summary
Conclusion
Qualified Assessment
Qualified Assessment
This Course is Part of the Following Programs
Commercial Banking & Credit Analyst (CBCA)®
Origination Fundamentals – Debt Capital Markets Perspective is part of the Commercial Banking & Credit Analyst (CBCA)®, which includes 58 courses.
Skills Learned
Financial Analysis, Credit Structuring, Risk Management
Career Prep
Commercial Banking, Credit Analyst, Private Lending
All Capital Markets & Securities Analyst (CMSA)® Courses
Origination Fundamentals – Debt Capital Markets Perspective is part of the Capital Markets & Securities Analyst (CMSA)®, which includes 41 courses.
Skills Learned
Trading strategies used in the finance and capital markets
Career Prep
Work in capital markets, whether on the buy-side or the sell-side
