未来投行之路怎么走？来自资深保代的成长路径和经验分享！

Core Viewpoint - The article emphasizes the challenges and realities of working in investment banking, particularly for newcomers, and introduces a learning package designed to help them navigate the industry effectively [1][2][3]. Group 1: Learning Package Overview - The learning package includes a physical book titled "Investment Banking Growth Notes," an online course on assessing the feasibility of company listings, and a customized notebook [4][46]. - "Investment Banking Growth Notes" consists of 312 pages, over 120,000 words, and 9 chapters, covering career planning, industry insights, and essential skills for investment banking professionals [4][12]. Group 2: Content Structure of the Learning Package - Chapters 1 and 2 provide foundational knowledge about investment banking, including department divisions, regulatory frameworks, basic skills, project classifications, daily tasks, and industry trends [7][11]. - Chapters 3 to 7 focus on the professional skills necessary for investment banking, covering industry research skills, client acquisition techniques, due diligence, financial thinking, and company valuation [12][34]. Group 3: Detailed Chapter Insights - Chapter 3 discusses industry research techniques, including quantitative thinking, macro data analysis, and financial indicators, as well as specific industry insights for sectors like food and beverage, pharmaceuticals, and real estate [13][16]. - Chapter 4 shares experiences from a seasoned underwriter on acquiring IPO business, including market conditions and channel maintenance [20][21]. - Chapter 5 details the due diligence process, emphasizing information collection, verification, and analysis, along with a checklist of 12 specific operational steps [26][28]. - Chapter 6 focuses on understanding a company's financial health through balance sheets, income statements, and cash flow statements, including a case study on Dong'e Ejiao [30][32]. - Chapter 7 covers valuation methods, including relative and absolute valuation techniques, and offers insights from the company's perspective on achieving higher valuations [32][34]. Group 4: IPO Focus - Chapters 8 and 9 specifically address IPO projects, with Chapter 8 highlighting common regulatory concerns during IPO reviews, such as financial compliance and related party transactions [37][38]. - Chapter 9 outlines the responsibilities of various departments within a company during the IPO process, emphasizing the need for preparation and coordination among teams [39][43].