Debt Solution Analyst : Role in Investment Banking
In Investment Banking Firms there are many divisions and and below are three of them to understand mainly :
1. Transaction of Product and Services which includes cash management, payment solutions and trade finance (including working capital finance and short term finance in short : Short Debt Facilities)
2. Investment Banking : It has futher many divisions which we broadly divide in two sections :
- Advisory (includes Merger and Acquisition, Structuring of Deals and Consultancy in Projects)
- Debt Financing and Equity Arrangements
3. Global Markets : This divsion looks into managing the Financial risks of the clients or on behalf of them. What does it includes ? It includes fixed Income, Interest Rates (Mostly this Divisio has good networking in the market to leverage the Interest rate specially for their clients), Foreign Exchange, credit and comootdities equities.
Debt Solution Analyst Day to Day Activities
The day to day activities of a Debt Solution Analyst includes :
- Gathering Information of the Clients for whom you are working for. This information is usually used to fill in the Debt Apllications for the client for different banks and institutions.
- Talking to the clients and making such documents that is specially needed by the banks and institutions from the client.
- Making documents and presentations for the client to be sent to banks and institutions
- Filing the debt application for the client
- Consultancy and middle management between client and banks/institutions
For Example a Debt Analyst make a teaser for a Company Called SEA Pearl :
For the first time it will search for the company website and see if the company is listed or not ?
If it is listed all the information will be available on the company website but if not it will have to ask the company for the following documents :
- Company's Corporate Presentation
- Annual Report of atleast 3 years (audited)
- Sustainability Report
- Financial Results (latest)
- Brief profile of the Directors and Management Team
Now once you have all this information you will start making the teaser
Point 1 : History and Background
- A brief about the start of the company and it's gradual growth point wise in bullet in a single line easy to read and understand.
- Then the key milestone they have achieved.
- There core business and / or products and services.
Point 2 : Shareholders Structure and Key Leadership
- Write the list of shareholders of holding more than 5%
- Bring out the list of the Directors (including Chirperson, CEO, CFO, Non Executive and Executive Director)
- List of Committee and it's member and if you have space do write about it's qualification.
Point 3 : Strategy and Operation Segment
- Now a big segment where you will list out all the products and services, segment wise, countrywise and importance.
- You have them to bring out the Revenue, Operation Profit and EBITDA either year wise or segment wise or both and write the total.
So this will complete your whole one pager and design depends on you and your needs.
