职拓, 永远帮你实现那些不可能!
澳洲留学当中有很多精英在世界级投行的申请中被埋没, 问题的症结在于没有行业的相关实习。
我们的项目只为有理想的你而设计!
该项目设计了结合基金管理和运营,财富管理, 并购案例分析,估值建模,Excel实战案例 + Fintech技能培训 + 投行面试笔试辅导 + 四大咨询分析的实战职业培训 + 内部资源分享群 + 保证澳洲本地投行前台业务实习两至三个月的整套求职方案。

Our Host Company

 

墨尔本投行部

Sanston Securities

总部位于墨尔本,一家集公司咨询业务与投资金融服务于一身的公司。其团队具有丰富的澳洲及亚太地区的投资银行和企业咨询经验,包括公司战略咨询、企业兼并重组,研究所,财富管理以及财务管理经验等, 并致力于为客户定制独特的投资银行解决方案及预期的融资方案。多年以来,公司已在澳洲和亚太地区之间建立了雄厚的投资机会及强大的客户关系,为日后全球化的平台发展提供了重要保证。

 

公司的主营业务主要有四部分:

  • 企业咨询:为企业提供战略性及架构性的发展方案与财务建议,包括公司战略研究、战略分析等
  • 公司理财:为私募基金及基石投资者寻找潜在市场投资机会,包括Pre-IPO以及上市公司股权投资机会。同时帮助企业提供融资服务和在ASX以及其他亚洲交易所上市服务
  • 企业兼并收购:帮助亚洲国家的大型企业兼并和收购澳洲当地企业
  • 财富管理:为高净值客户提供具有投资机会的Pre-IPO股权及IPO投资机会并提供基金管理服务

 

悉尼投行部

Inno Quantum Capital Management

The company is quantitative-based investment house with expertise in combining the massive amount of data, world-class computing power, and financial expertise to achieve above average result for investors.IQCM was established in Australia licensed by ASIC (AFSL:486229, AR 000486229) to provide financial services including fund management services.The company invests alongside its clients in liquid and transparent markets with a focus on pragmatic and rigorous risk control. It successfully launched its first ASIC registered whole sale fund in 2017.

 

实习职位类型分布:

  • 量化交易分析师
  • 股票行研分析师(美股和澳股)
  • 大宗商品交易执行分析员

 

 

Petrel Capital

Petrel Capital Management Limited (“Petrel Capital”) invests primarily in equities of Hong Kong listed Chinese companies. They seek to achieve absolute returns through pursuing a long short strategy.

They deploy a rigorous, deep-dive research process to identify small cap stocks with solid fundamentals that are under-covered by sell-side research.

Their vision is to become a world-class investment firm by building an innovative and sustainable investing platform.

 

Founder, Portfolio Manager — Rawen Huang

  • Mr. Huang founded Petrel Capital Management Limited in 2015.
  • Before founding Petrel Capital, Mr. Huang worked for two Asia focused hedge funds in Hong Kong. At Oasis, Mr. Huang worked as an investment analyst and conducted deep-dive validation and accounting-focused research on listed Chinese companies. At Kilometre Capital, Mr. Huang conducted fundamental, bottoms-up research across multiple sectors. Mr. Huang started his finance career as an investment banking analyst at Morgan Stanley’s headquarters in New York, where he advised on a wide range of transactions including mergers, acquisitions, capital raising and restructuring.
  • Mr. Huang graduated from Yale University with a Bachelor of Arts in Economics and International Studies, and received his Masters of Business Administration (MBA) from Harvard Business School.

What Do We Guarantee

内部学员的资源分享群
  • 所有学员除了指定投行实习两个月以外拥有其他多次免费的其他内部推荐的机会,信息将优先或者仅仅发布在内部学员资源分享群。
  • 信息和内部推荐将不仅仅是实习,包括内部推荐的全职工作机会。
  • 内部推荐中国区实习机会方面将设定为第二类优先级别,仅排在中国保offer项目学员之后。
  • 进入资源分享群,第一手拿到市面上非公开独家的金融公司实习信息资源进行简历投递申请,成功率高。
  • 实习分两种,有一些管理咨询公司,优秀券商PEVC或者会计事务所实习可能涉及推荐费用,将单独列出,由内部学员自愿申请参加。
  • 80%内推的实习职位信息是完全免费实习推送。
  • 群里定期会安排曾经成功学员分享职位信息和行业信息的福利讲座。
  • 积累优秀的实习资源和经历可以有利于将来推送更高一层级别的全职工作机会!
关于保证推荐澳洲本地投行IBD部门实习
  • 实习结束后会得到正式的实习证明。
  • 保证拿到合作投行的实习职位,时限两个月,内部推荐之后将接受一到三轮公司面试,视公司要求和个人意愿进行实习岗位设定。
  • IBD岗位包括并购,IPO,wealth management, 行研,trade support,Equity research等部门。
  • 在两个月时间内,会有轮岗需求,可参与多个不同部门live的项目。
  • 两个月实习中,持有学生签证的同学最多有20个小时的工作签证限制,此情况实习可以兼职。
  • 进入公司实习之前需要做ID,背景调查以及和公司和签订信息保密协议以及和Career Mentor签订实习服务合同。
  • 可与全球最顶尖的投资银行家一起工作。
  • 全英文工作环境。

 

线下培训

关于泛金融行业的实战职业培训
  • 国际顶级外资银行中后台实战培训,真实交易记录,多种证券产品介绍和估值计算和报告以及完整的基金运营和核算流程。
  • 国际投行业务部并购流程和思路解析,企业估值和并购多阶段建模实战。
  • 四大咨询实战案例解析,财务建模演练,财务报告准备以及最终咨询案例客户路演。
  • Excel 实战教程,结合案例分析,Dashboard, VBA programming基础实战演练。
  • Fintech技能实战培训。
  • 投行简历修改,面试辅导和一对一实战演练。
  • 投行四大咨询群面案例分析和assessment day全天模拟实战加投行导师面试反馈。

 

Program Structure

1.Introduction of the fund administration industry – Derivatives
  • Structure of fund administration
  • Fund administration division and define administrator’s roles
  • Types of different derivatives introductions: Exchanged traded and OTC
  • Derivative trades operations and J.P Morgan and Goldman Sachs funds valuations practice set focused on futures and options
  • Major types of the Swaps and Goldman Sachs structural trades valuations practice
2.Corporate actions events introduction and fund administration treatments
  • Different types of CA events
  • Impact of the CA events
  • Bookkeeping and reporting of the CA events from administrators’ perspectives
3.Portfolio Management – Trade settlement
  • Introduction of two settlement system: DVP and FOP
  • Explain what the standard settlement instructions is and introduce swift messages: MT541, MT543 and MT599
  • Provide the different cases to explain SSIs based on about ten major markets
  • Explain the reasons about failed trades in the market and give the different case scenarios to analyze and explain how to follow up on and solve issues about failed trades in the market
  • Introduce Hiport functions for Fund accounting
4.Middle Office Operation – Business Model
  • Introduce and explain different business models for different clients and IM for the different portfolios
  • Clarify the relationship between the client and IM in the different models
  • Introduce the special Equity product – placement.
  • Explain how to set up the placement in BNP system and Omgeo CTM and how to process the placement based on the case studies
5.Investment Manager Client Operations 
  • The introduction of funds operations in front office, middle office and back office and interdepartmental relationships
  • The skillsets required at front desk and future career developments such as: quantitative analyst, trader, fund managers positions etc.
  • The role of custodian in the fund management industry and its dependency with investment managers and brokers
  • The practical roles play on client side (Super funds etc), fund managers (Macquarie Bank, Vanguard, QIC, etc), Registry (Link Market) and custodian (BNP, JP Morgan, HSBC, etc)
6.Investment Analysis on Real Estate Investment Trust (REITs) with IPO Practice
  • How to complete an analysis and valuation of a real estate portfolio
  • How to implement cash flows budgeting and forecasting and assisting in identification of strategic investment opportunities
  • The procedures involved to complete the IPO of the REITs, portfolio acquisitions through private placement and platform acquisitions of other REITs
7.Corporate Finance Practice and Financial Modelling Implementations
  • Introductions of various financial and corporate models to solve short term and long term business problems
  • Practice of financial models to support capital investment, acquisitions and business planning.
  • Integrated financial models to assess capital investments decisions and initiatives
  • Assumptions building in the models including WACC, Capex, Opex and cost allocation method
  • A corporate model practice using VBA and data analysis in Excel
8.Tax Advisory Practice on M & A deals within Energy & Resources Industry
  • The methodology of tax advisory on M & A deal in E & R industry including tax planning and tax structuring on complex multinational corporate groups
  • The utilisation on the tax advisory method on infrastructure sectors
  • Financial models utilised to set up tax advisory assumptions
  • Financial model practice to consider tax elements on complex corporate operations and the financial outcomes by completion variance analysis
9.Big 4 Advisory industry introduction
  • Advisory industry development for now and for the future for all Big Fourers
  • Advisory business line introduction in C Cyber Security, E-commerce, Banking, Car industries
  • Roles in broader advisory industry
10.Big 4 Advisory techniques and methodologies
  • Advisory and consulting methodology introductions
  • Communications within the industry – know the needs, raise the issues and solve the problems
  • Practical PwC real cases analysis practice by setting up financial models, data analysis and with PPT Roadshows
11.CV and Interview Preparations 
  • Key to write a set of resume and cover letter that secures you interviews
  • Resume details highlights
  • Importance of “achievement” writings – what distinguishes you from other candidates
  • What if you have less/little experience (and believe me upfront, there is no shortcut for this, but you have the control to improve it)
  • Interview techniques and Mock interviews
  • The art of selling yourself and have the agents to sell you – as a product
12.Unveil Big 4 Graduate Recruitment Secret World
  • Online applications introduction
  • Online test
  • Superday
  • Career Path from Associate, Senior Associate, Manager, Senior Manager to be a partner
13.Business Analysis Practice using Excel Tool
  • Introduction of basic Excel functions including IF, PIVOT TABLE, VLOOK UP etc. with final excel presentation and conditional formatting
  • Dashboard KPI Report with a practical case using traffic lights, pie chart, column/line chart, stacked column chart and combo chart and waterfall chart with an Excel presentation
  • Introduction of Financial Modelling by VBA & Power Pivot: The introduction of VBA and Power Pivot with benefits
  • Introduction of Visualization Tool – Power BI & Assessment with case study

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联系我们

悉尼总部地址

Suite 310, 451 Pitt St, Sydney, 2000
墨尔本分部地址
3/350 Collins St, Melbourne, 3000
701/702, 566 St Kilda Road, Melbourne, 3004
杭州分部地址
浙江省杭州市余杭区文一西路1326号物联网科技园2号楼1302