Académique Documents
Professionnel Documents
Culture Documents
This document is solely for the use of client personnel. No part of it may be circulated, quoted, or reproduced for distribution
outside the client organization without prior written approval from i3 Consulting.
0
i3Fin is a i3 Consulting venture to prepare aspirants for the financial
industry
i3
i3 Consulting
Consulting Pvt.
Pvt. Ltd.
Ltd.
Started
Started in
in August
August 2006
2006 by
by ex-McKinsey
ex-McKinsey && Evalueserve
Evalueserve employees,
employees, the
the company
company offers
offers aa broad
broad
spectrum
spectrum of of services
services ranging
ranging across
across Risk,
Risk, Marketing,
Marketing, Finance
Finance &
& Strategy.
Strategy.
i3Fin
1
Contents
Why Us?
What we offer?
- Program A: Financial Readiness Program
- Program B: Modeling Readiness Program
- Program C: Analytics Readiness Program
Gives one
• Real time case studies
- Opportunity to work on live projects related to capital markets with companies
a head-
- E.g.: Live Strategy application for derivatives markets start in the
Financial
• Validating Theoretical concepts Sector
- Understanding application of theoretical concepts.
3
i3Fin bridges the gap between academic inputs & industry requirements
to prepare the candidates for corporate opportunities
Academics Industry
Requirement
Career Helping one to understand domains within the financial sector and
counseling providing guidance for career opportunities
4
Contents
Why Us?
What we offer?
- Program A: Financial Readiness Program
- Program B: Modeling Readiness Program
- Program C: Analytics Readiness Program
6
Contents
Why Us?
What we offer?
- Program A: Financial Readiness Program
- Program B: Modeling Readiness Program
- Program C: Analytics Readiness Program
Note: Each module will be of 9 hours duration & have relevant case studies.
8
Financial Readiness Program – for Finance & Non- Finance Candidates
Module1 - Objective Module 2 - Objective Module 3 - Objective
• Introduction to capital markets • Introduction to commodity markets • Introduction to derivatives
• Prepares one for a career in the • Prepares one for a career in the • Prepares one for a career in the
equity markets. commodity markets. equity derivatives markets.
9
Financial Readiness Program… contd
Module 4 - Objective Module 5- Objective
• Introduction to Wealth management • Introduction to financial modeling
• Prepares one for a career in • Prepares one for a career in the
Financial services markets. field of analytics & I-banking.
10
Contents
Why Us?
What we offer?
- Program A: Financial Readiness Program
- Program B: Modeling Readiness Program
- Program C: Analytics Readiness Program
• Economic Research
• Demographics • Introduction to Modeling
• GDP • Fundamentals of
• Cycles finance
• Economic indicators • Financial Modeling
• Industry research • Excel Basics
• Key drivers • Shortcuts
• Cost factor • Common functions
• Forecasting • Formatting
• Company Research • Charts
• Ratio Analysis • Building a Financial Model
• Forecasting Key metrics • Structuring a problem in
• Impact Analysis Excel
• Result Analysis • DCF model
• Databases & Mining
Techniques
• Introduction to Databases
• Key websites, journals &
magazines
• Techniques
13
Contents
Why Us?
What we offer?
- Program A: Financial Readiness Program
- Program B: Modeling Readiness Program
- Program C: Analytics Readiness Program
15
Analytics Readiness Program
16
Contents
Why Us?
What we offer?
- Program A: Financial Readiness Program
- Program B: Modeling Readiness Program
- Program C: Analytics Readiness Program
• Ashish has over five years of experience in Investment banking. Currently Working as an investment
advisor as in Daiwa Securities.
• Worked as Manager Global Management for ICICI Bank in Investment Banking Divison.
• Worked for Morgan Stanley India as research analyst where he was analyzing global companies using
Financial Modeling
• Ashish is an engineering graduate from COEP and done his MBA (Finance) from Jamnalal Bajaj,
Mumbai.
• Abhijit has over six years of experience in various areas related to Derivative research, Commodities
market & Forex markets.
• Abhijit worked as a business management at Karvy equity broking Ltd. Where he lead a team of 15
analysts handling online and offline equity trading. Before joining Karvy he has also worked with Motilal
Oswal Securities and Man Financial where he was managing portfolios of high net worth individuals.
• He has also lead various research projects around market risk for various securities portfolio including
market VAR, estimating volatilities using EWMA Model, GARCH Models, derivatives trading strategies
• Abhijit has done his Masters in Business Administration from Pune University
18
Faculty Profile
• Abhishek has over seven years of experience in the Analytics industry and is currently working as
Managing Director i3 Consulting pvt. Ltd.
• He is the founder member of the Analytics Centre of Competence for McKinsey. Under his leadership,
the team has grown from 4 to 50 in just 2 years.
• Worked for one year with GE, where he has extensively worked on account management, customer
acquisition and debt consolidation for their credit card portfolio at GE. He also developed the MIS for the
credit card portfolios.
• He holds a degree in Masters of Business Administration with specialization in Finance and Marketing
from BIM Trichy. He has a Bachelors degree in Mathematics.
Sandeep Uppal - Trainer ( Valuation & Financial Modeling)
• Sandeep has over seven years of experience in Finance with expertise in capital markets currently is
managing Director at i3 Consulting pvt. Ltd.
• He has worked for four years with McKinsey and is the founder member of the Analytics Centre of
Competence for McKinsey. Under his leadership, the team grew from 4 to 50 in just 2 years.
• He is a Chartered Accountant (CPA Equivalent) from the Institute of Chartered Accountants of India and
a Certified Information Systems Auditor from the Information System Audit & Control Association, Illinois
and has a Bachelors degree in Business.
19
Faculty Profile
• Shireen has over three years of experience in the Analytics industry with Mckinsey & Co. in the area of
risk analytics, predictive modeling and segmentation strategies.
• She has worked with banks across South East Asia and Europe to build risk assessment models for their
retail portfolios by understanding drivers of default risk in the consumer finance industry. She has also
worked on insurance fraud and devising collection strategies for telecom firms in South America
• Shireen has done her Masters in Economics from JNU Delhi. She is an economics graduate from
Presidency College, Calcutta.
• Ranita has over three years of experience with Mckinsey & Co. in the area of marketing analytics and
consumer behavior.
• She has worked extensively with Retail banks in South East Asia on market entry, product launch
strategies and cross selling opportunities by understanding target customer behavior. Her work in
marketing also included promotion strategies for telecom firms in US and evaluating promotion
effectiveness for a US retail client.
• Ranita has done her Masters in Economics from JNU Delhi. She is an economics graduate from Calcutta
University
20