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Investment banking is a preferred career choice for CFA® Program candidates and CFA® charterholders. It’s lucrative, intellectually stimulating, and offers high growth opportunities. It also gives regular access to promoters and C-suite executives, helping one to build a powerful professional network.

In India, thanks to the country’s strong economic growth, the investment banking industry has developed rapidly. Today, the industry landscape is dotted with global bulge brackets, their Indian counterparts (large as well as midsize), and several boutiques, all trying to carve a niche for themselves.

As investment banking expands, it creates the need for talent, which brings opportunities for aspirants. How does one make a career in investment banking? How do investment banks source talent and what attributes do they look for? What are the roles and responsibilities of an investment banker?

Join us for this webinar to get the answers.

Learning outcomes:

  • Gain an overview of India's investment banking industry
  • Learn about career opportunities for CFA Program candidates and charterholders
  • Discuss roles, responsibilities, and competencies
  • Review entry requirements, hiring practices, and career paths

This is the archived version of a live webinar that took place on 09 July 2020

About the Speaker(s)

Anurag Agarwal Picture
Anurag Agarwal CFA

Anurag Agarwal is a managing director in the Corporate Finance and Capital Markets Department responsible for origination. He is in regular touch with the mid- and senior-level management working at Indian corporations who are target clients for capital market and advisory transactions. He has more than 16 years of experience of which more than 13 years have been in investment banking. Agarwal joined CLSA in August 2007 as an associate and has been a part of every transaction in India since then aggregating some US$15 billion. Before joining CLSA, he worked for three years in finance and audit functions at HDFC Bank and Denis Exports Pvt Ltd. Agarwal is a management graduate from the Richard Ivey School of Business, Canada; a qualified chartered accountant; and a CFA charterholder.

Biharilal Deora
Biharilal Deora CFA, CIPM

Biharilal Deora is a director at Abakkus Asset Manager LLP, an India-focused asset management company. His investment expertise spans a broad array of asset classes. Prior to joining Abakkus, Mr. Deora was managing corporate, family office, and university clients. He began his career as a financial analyst at leading financial services firms, such as Credit Suisse and Fidelity Investments. Mr. Deora holds a master’s degree in commerce from Veer Narmad South Gujarat University.
He is a top-ranking chartered accountant and a certified financial planner. Mr. Deora serves as a director on the board of CFA Society India and is a visiting faculty member for advanced finance programs.