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Michal Bodlák. Definition  An investment bank is a financial institution that assists: individuals, corporations and governments companies involved in.

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Presentation on theme: "Michal Bodlák. Definition  An investment bank is a financial institution that assists: individuals, corporations and governments companies involved in."— Presentation transcript:

1 Michal Bodlák

2 Definition  An investment bank is a financial institution that assists: individuals, corporations and governments companies involved in mergers and acquisitions,  Provide services: trading of derivatives, fixed income instruments, foreign exchange, commodities, equity securities  An investment bank can be split into private and public functions the private areas of the bank deal with private insider information the public areas such as stock analysis deal with public information

3 Ornanizational Structure  Front Office  Middle Office  Back Office

4 Front Office - Core Activities  Investment Banking M&A; Raising fund; Advisory; Asset Finance; Equity; etc. ○ Industry Coverage Group ○ Product Coverage Group  Sales and Trading Sales Force = Buying and Selling Products Sales Desk = Pricing and Executing Trades  Research Reports; Prospects; Assists to Trades; Do Not Generate Revenue

5 Middle Office - Core Activities  Risk Management Analyzing Market; Setting Limits; Market and Credit Risk  Treasury Management Monitoring Risk Liquidity, Capital Structure  Financial Control Analyzing Global Risk, Profitability; Product Control  Corporate Strategy

6 Back Office - Core Activities  Operations  Technology  Global Transaction Banking  Investment Management  Merchant Banking

7 Thank you for your attention.


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