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contact@nysb.co
NYSB School of Banking
Classes start: January 10, 2025
Additional resources and questions?
Contact our team of program consultants at admission@nysb.co
The Certification in Investment Banking Management is designed for ambitious young professionals at the early stages of their finance careers who aspire to build the technical depth, strategic understanding, and execution capability required to grow into leadership roles within the investment-banking environment. This program is ideal for graduate trainees, interns, analysts, financial assistants, junior associates, and early-stage professionals who may currently be working in areas such as financial analysis, capital markets support, corporate finance, research, valuation, deal execution support, or client coverage, but who are determined to rise beyond task-based work and develop into trusted contributors—and future leaders—within the deal-making process.
Positioned at the intersection of capital markets, corporate finance, and strategic advisory, the program offers an integrated and forward-looking understanding of how modern investment banks structure transactions, allocate capital, and shape global financial landscapes. Participants begin by grounding themselves in the foundations of investment banking business models, examining the economics of intermediation, market structure dynamics, and valuation principles that underpin advisory and capital-raising activity. The journey then progresses into advanced analytical domains, where learners develop expertise in financial statement interpretation, corporate valuation techniques, transaction modeling, and the mechanics of deal execution across equity, debt, and M&A markets.
Building on this analytical core, the program immerses participants in the regulatory, compliance, and governance frameworks that guide market integrity and transactional conduct. Here, learners explore global prudential standards, market conduct rules, and cross-border regulatory regimes, understanding how investment banks balance innovation, risk oversight, and fiduciary obligations. The experience then moves deeper into transaction execution and strategic structuring, where participants master the end-to-end M&A process, conduct due diligence, design optimal capital structures, and evaluate the incentives, risk allocations, and legal architectures embedded in complex deals.
As the curriculum advances, attention shifts toward capital markets innovation and the expanding ecosystem of private capital, alternative investments, and digital financial technologies. Learners examine how market cycles, credit conditions, liquidity flows, and investor behavior shape the feasibility and pricing of transactions, while exploring how fintech platforms, data analytics, and automation are transforming distribution, execution, and advisory functions. The program further broadens into strategic advisory and portfolio-level decision-making, equipping participants with the ability to advise executives and boards on capital deployment, strategic alternatives, risk planning, and long-term value maximization.
Course 4 - 18 hours
This module provides a comprehensive foundation for understanding the structure, functions, and strategic role of investment banks within global capital markets. It explores how investment banks operate across primary and secondary markets, examining underwriting, advisory services, market-making, and capital intermediation. Emphasis is placed on the economic logic of investment banking activities, the drivers of deal-making, and the mechanisms through which investment banks allocate, price, and transfer financial risk.
Learners develop a deep understanding of the institutional organization of investment banks, including product groups, coverage groups, and the integrated value chain connecting corporate finance, capital markets, and advisory mandates. The module also situates investment banking within broader macroeconomic, regulatory, and technological environments—highlighting how interest rate cycles, liquidity conditions, and global risk sentiment shape deal flow, valuations, and revenue structures.
With the rise of algorithmic trading, digital platforms, private capital, and alternative investment vehicles, participants critically examine the forces reshaping competitive dynamics in the investment banking industry. Through theoretical frameworks, modeling approaches, and case-based analysis, learners gain the ability to interpret market signals, evaluate transaction structures, and assess strategic positioning within a rapidly evolving global financial ecosystem.
Objectives
Learning Outcomes
By the end of this module, learners will be able to:
Key Topics Covered
Course 5 - 28 hours
This module develops the analytical foundations required to interpret, deconstruct, and evaluate corporate financial statements from an investment banking perspective. It explores the structure and interrelationships of the income statement, balance sheet, and cash flow statement, emphasizing how financial performance, liquidity, solvency, and value creation are reflected in reported numbers.
Learners examine accounting policies, managerial judgment, and the economic substance behind financial disclosures to understand how firms communicate operational strength or conceal underlying weaknesses. The module also highlights the role of financial analysis in core investment banking activities—including valuation, credit assessment, transaction structuring, and due diligence—ensuring participants can identify patterns, anomalies, and risks that influence deal feasibility and pricing.
Given the increasing complexity of financial reporting under IFRS and US GAAP, the module integrates real-world cases to demonstrate how analysts adjust reported figures, normalize earnings, and reconstruct cash flows to derive a true economic picture of a firm’s performance. Through methodological rigor and applied interpretation, participants build the capacity to assess corporate health, detect red flags, and produce analytical insights essential for capital markets and advisory work.
Objectives
Learning Outcomes
By the end of this module, learners will be able to:
Key Topics Covered
Course 2 - 6 hours
This module provides a comprehensive exploration of the regulatory architecture governing global financial markets and investment banking activities. It examines the evolution, purpose, and strategic implications of regulation, focusing on how legal frameworks shape market conduct, transactional practices, capital adequacy, and systemic stability. Learners gain an understanding of the complex interplay between financial innovation, cross-border capital flows, and supervisory oversight across major jurisdictions.
Through a detailed review of global regulatory regimes—including the Basel framework, MiFID II, Dodd–Frank, EMIR, AML/KYC directives, and sanctions guidelines—participants learn how investment banks manage regulatory risk while executing underwriting, advisory, trading, and capital markets mandates. Emphasis is placed on compliance systems, risk controls, reporting obligations, and the operating models that enable institutions to navigate fast-changing regulatory environments.
The module also addresses the rising importance of ethical conduct, data governance, ESG-related regulatory expectations, and technological innovation in compliance. Real-world cases illustrate how regulatory breaches, enforcement actions, and governance failures impact financial institutions, deal execution, and market integrity. By integrating legal context with operational mechanics, participants develop the capacity to anticipate regulatory constraints, design compliant transaction structures, and uphold the standards expected of global financial practitioners.
Objectives
Learning Outcomes
By the end of this module, learners will be able to:
Key Topics Covered
Course 13 - 48 hours
This module provides a rigorous, practitioner-level foundation in corporate valuation, financial modeling, and transaction analysis—the core analytical skill set of investment banking. It integrates theoretical valuation frameworks with real-world deal execution, enabling learners to evaluate companies, structure transactions, and assess financial feasibility across a wide range of capital markets and advisory contexts.
Beginning with fundamental valuation concepts, the module explores intrinsic and relative valuation methods, covering discounted cash flow analysis, trading comparables, transaction comparables, and specialized valuation techniques used in leveraged finance, high-growth companies, distressed firms, and private capital markets. Learners study how valuation is shaped by macroeconomic conditions, cost of capital drivers, market sentiment, and strategic considerations.
The module emphasizes hands-on financial modeling skills—including integrated three-statement models, DCF models, LBO models, accretion/dilution analyses, and scenario/sensitivity frameworks—equipping participants with the ability to translate financial data into actionable insights. Through applied transaction analysis, learners gain exposure to the economics of M&A, leveraged buyouts, recapitalizations, and capital raising, understanding how valuation supports deal structuring, negotiation, and execution.
By linking valuation theory, financial modeling technique, and transaction strategy, this module develops the analytical precision required of investment banking professionals operating in complex, competitive capital markets.
Objectives
Learning Outcomes
By the end of this module, learners will be able to:
Key Topics Covered
Course 24 - 55 hours
This module provides an in-depth exploration of the end-to-end M&A execution process from the perspective of investment banking practitioners. It examines the strategic, analytical, legal, and operational components that drive successful transaction outcomes, emphasizing how deal teams coordinate valuation, structuring, negotiation, and regulatory considerations in complex and competitive environments.
Learners study the full M&A lifecycle—origination, pitch development, financial analysis, due diligence, transaction documentation, financing, and closing. The module highlights the economic rationale behind deals, including synergy creation, strategic repositioning, scale advantages, and capital structure optimization. Through real-world deal examples, learners observe how market conditions, corporate governance, antitrust frameworks, and cross-border dynamics influence deal strategy and execution.
The module also emphasizes the importance of tactical decision-making, confidentiality management, stakeholder negotiation, and effective communication with senior executives and counterparties. Participants gain hands-on exposure to transaction models, synergy assessment, accretion/dilution, and deal structuring mechanisms such as earn-outs, tender offers, minority protections, and financing mixes. By integrating analytical rigor with execution discipline, learners develop the capability to contribute meaningfully to M&A mandates from initial pitch to final closing.
Objectives:
Learning Outcomes
By the end of this module, learners will be able to:
Key Topics Covered
Course 29 - 51 hours
This module provides a comprehensive exploration of global capital markets and the financing structures that support corporate growth, strategic transactions, and investor portfolio allocation. It examines how investment banks facilitate capital formation across equity, debt, and hybrid markets, highlighting the economic drivers, regulatory frameworks, and market dynamics that influence issuance, pricing, distribution, and post-market performance.
Learners study the architecture of primary and secondary markets, understanding how liquidity, interest rate cycles, credit conditions, and investor sentiment shape financing outcomes. The module delves into corporate financing instruments—including IPOs, follow-ons, investment-grade and high-yield bonds, syndicated loans, convertibles, structured products, and private capital alternatives—providing a multi-dimensional perspective on how companies optimize their capital structure and cost of capital.
Through case-based analysis and practical modeling, participants gain insight into transaction execution mechanics, syndication processes, credit analysis, rating considerations, and investor targeting strategies. The module also emphasizes the increasing role of private markets, ESG-linked financing, and digital issuance platforms in reshaping global funding channels. By integrating market theory with execution practice, learners develop the analytical and strategic capabilities required to support capital raising across diverse economic conditions.
Objectives
Learning Outcomes
By the end of this module, learners will be able to:
Key Topics Covered
Course 9 - 28 hours
This module provides an advanced, practitioner-oriented understanding of the due diligence process and risk analysis frameworks used across investment banking, M&A advisory, capital markets, and private capital transactions. It explores how bankers assess the true economic, operational, legal, and financial condition of a company, identify value drivers, uncover hidden liabilities, and quantify risks that influence valuation, structuring, and deal feasibility.
Learners examine the multi-stream due diligence process—financial, commercial, operational, legal, tax, regulatory, technology, ESG—and understand how cross-functional insights integrate into the overall transaction assessment. The module emphasizes analytical rigor, skepticism, and the ability to detect anomalies, red flags, and information gaps that could materially impact negotiation strategy or post-transaction performance.
Participants also study risk assessment methodologies, including scenario analysis, credit risk frameworks, counterparty risk, operational risk, and the evaluation of deal-specific risks such as integration challenges, leverage constraints, and regulatory approvals. Using real-world cases, learners evaluate how risk considerations shape deal terms, pricing adjustments, warranties, indemnities, and financing conditions. By mastering these tools, participants develop the capability to conduct comprehensive due diligence and generate actionable insights essential for high-quality transaction execution.
Objectives
Learning Outcomes
By the end of this module, learners will be able to:
Key Topics Covered
Course 4 - 14 hours
This module provides an advanced exploration of the strategic advisory role investment banks play in shaping corporate decisions and designing sophisticated financial transactions. It emphasizes how bankers translate client objectives—growth, divestiture, capital optimization, strategic repositioning—into actionable deal structures that align economic incentives, risk allocation, and long-term value creation.
Learners study how advisory teams engage with senior executives, boards, and shareholders to evaluate strategic alternatives, assess market conditions, and formulate optimal transaction pathways. The module covers the principles of deal structuring across M&A, capital raising, leveraged transactions, joint ventures, and strategic partnerships, focusing on how contractual terms, financing mechanics, governance arrangements, and regulatory considerations influence deal outcomes.
Through case-based and scenario-driven analysis, participants develop the capacity to craft transaction strategies that integrate valuation insights, capital structure considerations, tax implications, regulatory constraints, and negotiation dynamics. The module also explores relationship management, pitch development, strategic communication, and the advisory mindset required to build trust and credibility in high-stakes corporate environments.
Objectives
Learning Outcomes
By the end of this module, learners will be able to:
Key Topics Covered
Course 7 - 14 hours
This module provides a comprehensive examination of portfolio management principles and strategic planning methodologies as applied within investment banking, corporate finance, and institutional investment environments. It explores how financial professionals evaluate investment opportunities, allocate capital across assets and strategies, and manage risk to maximize long-term value creation for clients, institutions, and shareholders.
Learners study modern portfolio theory, asset allocation frameworks, multi-asset strategies, and performance measurement, while gaining insight into how macroeconomic cycles, market volatility, and structural shifts influence investment decision-making. The module highlights how strategic planning and capital allocation intersect with corporate strategy, enabling organizations to prioritize initiatives, manage risk-adjusted returns, and navigate competitive dynamics.
Participants examine the role of investment banks in advising on portfolio rebalancing, strategic alternatives, and capital deployment decisions across public markets, private markets, and alternative asset classes. The module integrates scenario analysis, strategic forecasting, and risk modeling to help learners assess portfolio resilience under various economic and market conditions. Through real-world case studies, students learn how institutional investors, corporates, and private capital funds design and execute long-term strategies in rapidly evolving financial environments.
Objectives
Learning Outcomes
By the end of this module, learners will be able to:
Key Topics Covered
Get globally recognized certification that banks are looking for in your CV
30 courses total (30 credit hours) full or part-time, 4-6 hours per week per course
Flexible pay-as-you-go payment options with no hidden costs or fees
Start learning and show us you’re ready, regardless of your background
Live lectures, hands-on projects, and connection with instructors and peers
Dear participants,
The Advanced Investment Banking Management program is an intensive, multi-module curriculum designed to equip financial professionals with the knowledge, tools, and strategic insight necessary to lead in today’s rapidly evolving banking sector.
In essence, the Advanced Investment Banking Management Program is both a learning journey and a career accelerator. It is designed for ambitious young investment bankers who refuse to remain confined to routine tasks and who instead want to shape their careers with purpose, insight, and leadership.
Leverage the international reputation of NYSB to unlock career opportunities around the world into banking.
Stand out by developing expertise in sought-after managerial, analytical and leadership skills in the global banking industry.
Learn from established practitioners from banks and top tier universities to build the practical skills.