Investment Banking Training Course in Kolkata by Uncodemy

• Define the advisory and fundraising work of an investment bank
• Explain how investment banks serve capital-market participants
• Distinguish asset managers and investors from sell-side advisers
• Describe front-office, middle-office and back-office responsibilities
• Explore role titles and progression within investment banking
• Survey emerging themes in the industry and its deal environment

• Compare the market for new issues with secondary trading
• Study equity issuance through IPO, FPO and rights offerings
• Review debt raised through bonds, debentures and commercial paper
• Learn the purpose of short-term money-market instruments
• Outline the roles of SEBI, RBI and the exchanges
• Track how securities trades move through clearing and settlement

• Examine a company's earnings, assets, liabilities and cash flows
• Extract financial and operating details from annual filings
• Assess returns, liquidity and debt capacity using ratios
• Relate working-capital movements to cash conversion
• Identify unusual accounting treatments and possible risks
• Understand how the statements connect to one another

• Use shortcut keys to move through workbooks and speed up tasks
• Apply VLOOKUP, INDEX-MATCH and XLOOKUP in financial worksheets
• Explore datasets using pivot tables and data tables
• Validate entries and visually flag exceptions
• Change assumptions with scenario tools and Goal Seek
• Build dashboards that recalculate when inputs change

• Structure worksheets and formulas using standard model conventions
• Link projections across income, balance-sheet and cash-flow views
• Forecast revenue lines and associated costs
• Build schedules for receivables, inventory and payables
• Project outstanding debt and interest expense
• Resolve checks until the balance sheet reconciles

• Quantify the range of results under changing assumptions
• Discuss Monte Carlo simulation as a risk-analysis technique
• Model the impact of a merger on combined earnings
• Review the funding and returns logic of a leveraged buyout
• Combine segment valuations into a sum-of-the-parts estimate
• Audit model construction and test for formula errors

• Analyse sector competition through Porter's Five Forces
• Apply PESTEL to the broad external operating environment
• Review sector development and each competitor's position
• Map a company's business model, customers and activities
• Evaluate leadership quality and decision-making
• Summarise company-specific issues using SWOT

• Set out income, market and cost methods for valuing a business
• Estimate present value by discounting expected future cash flows
• Derive discount-rate inputs using WACC and CAPM
• Calculate continuing value with growth or exit-multiple assumptions
• Compare free cash flow to the firm with cash flow to equity
• Check how valuation shifts when key DCF inputs change

• Screen for businesses that can serve as useful valuation peers
• Compare EV/EBITDA, P/E and P/B ratios across the peer group
• Study values implied by earlier announced transactions
• Factor in control premiums and possible cost or revenue synergies
• Illustrate different valuation methods on a football-field chart
• Explain what drives the spread between valuation estimates

• Compare horizontal, vertical and cross-industry acquisitions
• Outline the main phases from deal sourcing to closing
• Prepare diligence areas and a transaction review checklist
• Assess the consequences of combining two businesses
• Calculate whether a transaction is accretive or dilutive
• Review deal terms and cash, stock or mixed consideration

• Walk through IPO preparation, marketing and book building
• Examine follow-on share issues and QIPs
• Distinguish private placements from preferential share issues
• Study bonds, NCDs and term loans as borrowing options
• Introduce mezzanine capital and leveraged finance structures
• Consider how funding decisions shape the capital mix

• Arrange a pitch book to communicate a clear investment case
• Format professional presentations using PowerPoint
• Summarise company background and market conditions
• Apply the course framework to representative deal cases
• Manage deliverables and coordination through execution
• Explain findings effectively to clients and colleagues

• Carry out an end-to-end modelling assignment
• Value a selected operating company using course methods
• Work through an acquisition case and its implications
• Produce presentation materials for an example transaction
• Defend the capstone approach in a final presentation
• Retain polished analysis and slides for a project portfolio

Kolkata is steadily expanding its financial services and corporate back-office footprint, and that growth is creating consistent openings for candidates with practical investment banking skills. The city's mix of traditional BFSI branches, growing fintech support functions and corporate-finance teams across the Salt Lake and New Town corridors has made it a realistic base for entry-level analyst work, especially for those open to opportunities in nearby cities as well.

For Kolkata-based applicants, interview preparation should include explaining an integrated financial model, defending how you selected comparable companies and walking through DCF assumptions. Timed Excel exercises may test both pace and accuracy. Bring examples of a valuation or pitch-book assignment so you can describe your decisions rather than only list skills.

This 9-month program is structured to build exactly these skills through live sessions, graded assignments, a completed valuation project and a capstone that mirrors real deal workflows.

Course topics connect with multiple early-career roles, from transaction analysis to research and valuation. The table that follows pairs each job title with the capabilities most relevant to it, helping learners consider possible directions after training.

Over a 2–5 year progression, most professionals move from analyst to associate roles, taking on greater deal responsibility, client interaction and team leadership. The skills built in this program — modelling, valuation, M&A analysis and pitch book creation — form the foundation for that trajectory.

Salaries for investment banking roles in Kolkata vary by employer, experience and deal exposure. Entry-level analysts typically start at ₹5–8 LPA, while senior analysts and associates can earn significantly more. The ranges below are indicative market ranges Uncodemy uses across its course pages.

Sources reviewed: AmbitionBox, Glassdoor, Indeed and Uncodemy placement records. Reviewed: October 2026. These ranges are compiled by comparing publicly reported salary data with internal placement information, and they are reviewed periodically so they stay broadly in line with the market. Actual offers in Kolkata depend on the employer's size and sector, the candidate's interview performance, prior experience and the specific responsibilities of the role, so treat the table as a planning guide.

Demand for investment banking skills in and around Kolkata spans several industries, and Uncodemy's 850+ hiring network reaches across many of them. The sectors below are where Kolkata-based finance skills are most commonly applied today:

• BFSI: Banks, insurance companies and asset management firms with corporate finance and treasury teams.
• Fintech: Payment platforms, lending startups and wealth-tech companies requiring financial modelling and valuation skills.
• Corporate finance / KPO: Captive finance and accounting centres supporting global investment banks and consulting firms.
• NBFCs: Non-banking financial companies hiring for credit analysis, valuation and deal structuring roles.
• Consulting: Advisory firms offering transaction advisory, due diligence and corporate finance services.

Because every sector relies on the same core foundation of modelling, valuation and Excel speed, a broad investment banking program lets you apply across industries instead of committing to one early in your career.

Becoming an investment banking analyst is a sequence of skills, each building on the previous one. The seven steps below follow the order of this program, so you always know what comes next and why it matters.

1. Investment Banking Fundamentals & Industry Overview: Understand what investment banks do, how deals work, and where analysts fit in the hierarchy.
2. Financial Markets: Learn equity, debt and capital markets, including IPO and bond issuance processes.
3. Financial Statements & Accounting Analysis: Master the three financial statements, ratio analysis and accounting linkages.
4. Excel for Investment Banking: Build speed and fluency with the functions and shortcuts used daily on live deals.
5. Financial Modelling: Construct three-statement models from scratch with forecasting and scheduling.
6. Valuation & DCF: Learn DCF methodology, WACC calculation, terminal value and sensitivity analysis.
7. M&A, Pitch Books & Capstone: Apply everything to M&A analysis, pitch book creation and a capstone project.

Timeline: 9 months of consistent study, live sessions, assignments and project work.

When reviewing finance programs, compare the structure as well as the subject name: time commitment, live instruction, software exposure, practical projects and career services all matter. These details are listed here for the Kolkata course to support a like-for-like comparison.

This curriculum moves beyond spreadsheet technique alone: it also includes markets, accounting, company valuation, M&A and pitch-book work. That breadth can be relevant to learners considering investment banking, equity research or transaction roles, while a focused Excel or modelling class may suit a narrower goal. Consider the capstone and career support alongside the course topics when making your choice.

Because Uncodemy has no classroom centre in Kolkata, learners join these classes online in real time. They follow the same 13 modules and learn with the same trainers as participants attending classroom batches elsewhere. The live format lets you raise questions, share a workbook for review and discuss valuation assumptions during the lesson.

Online attendance can make study easier to fit around work and avoids cross-city travel. Choose a weekday or weekend batch and use recordings to revisit the material.

If you prefer an in-person classroom and can travel, Delhi and Noida centres are available. The program fee and curriculum do not change with the delivery mode.

The Investment Banking course runs for 9 months. During this time you attend 90+ live online sessions across 13 modules, finishing with a 20-hour capstone project. Weekday and weekend batches are available, so you can choose the pace that fits your work or study schedule.

Basic familiarity with finance or accounting is helpful but not mandatory. The course starts from investment banking fundamentals, so prior IB experience is not required. Module 1 begins from basics, and Excel and accounting concepts are built up step by step.

The course covers 10+ tools: Microsoft Excel, Advanced Excel, PowerPoint, Financial Modelling Templates, Bloomberg Terminal concepts, Capital IQ concepts, PitchBook concepts, Power BI, Python for Financial Analysis and financial data/research platforms. Each is used in hands-on assignments and case studies rather than only demonstrated.

Yes. Module 5 covers Financial Modelling Fundamentals, Module 6 covers Advanced Financial Modelling and Module 8 covers Valuation Techniques & DCF Analysis. Practical work includes three-statement models, DCF valuation, WACC calculation and sensitivity analysis.

The capstone is Module 13, Investment Banking Projects & Capstone, a 20-hour project. You complete an end-to-end financial modelling project, a real-company valuation, an M&A case study and a pitch book for a hypothetical deal, then present and defend your work.

Classes are live and instructor-led — 90+ live sessions. Recordings are provided for revision so you can revisit any session and catch up if you miss a class.

The program fee is ₹21,500 + 18% GST, which makes a total of ₹25,370. The same fee applies in all modes and cities, whether you learn live online from Kolkata or in a classroom at Delhi or Noida, and there are no hidden charges.

Yes. EMI starts from ₹4,228/month for 6 months.* This spreads the total fee of ₹25,370 across monthly payments. *EMI amount, tenure and eligibility may vary depending on the applicable payment or financing option.

You can request a demo session by submitting the enquiry form or calling our counsellors. Demo availability depends on the current batch schedule, and the team will share upcoming slots so you can experience the live teaching style before enrolling.

Yes, you receive Dedicated Career & Placement Assistance. This includes resume and LinkedIn guidance, mock interviews and opportunity sharing through a hiring network of 850+ companies. Assistance does not guarantee employment; outcomes depend on your skills and interview performance.

The course prepares you to apply for entry-level Investment Banking Analyst roles, which carry an indicative range of ₹5–8 LPA. Getting hired depends on your projects, interview performance and market conditions, and Uncodemy does not guarantee any specific role or salary.

Indicative ranges run from ₹5–8 LPA for an Entry-Level Investment Banking Analyst to ₹25–40 LPA for an Investment Banking Vice President. These are market ranges, not guaranteed outcomes; salary ranges are indicative and vary by employer, experience and city, and Uncodemy does not guarantee any specific salary.

You can apply for Investment Banking Analyst, M&A Analyst, Equity Research Analyst, Financial Modelling Analyst, Valuation Analyst and Junior Investment Banking Associate roles. The broad curriculum lets you choose the direction that best matches your projects and interests.

Commerce and finance graduates, freshers from B.Com/BBA/MBA-finance backgrounds, working finance professionals, career changers targeting corporate finance, and CA/CFA aspirants who want practical deal exposure are all eligible. You need a laptop and a stable internet connection.

No. Salary ranges are indicative market figures, placement support does not guarantee employment, and review counts reflect publicly available platform information that may change over time. They are shared for transparency to help you make an informed decision.

No. Kolkata learners join the course live online. Uncodemy's classroom centres are in Delhi (Laxmi Nagar/Shakarpur) and Noida (Sector 1), and anyone able to travel can choose in-person training at either location.

This course is a broader 9-month program covering financial markets, accounting, modelling, valuation, M&A and pitch books. A standalone modelling course is narrower and covers modelling only, without the deal-execution and valuation breadth this program provides.