Core Viewpoint - The article emphasizes the challenges and complexities of working in investment banking, particularly for newcomers, and introduces a comprehensive learning package designed to aid their understanding and skill development in the industry [1][3]. Group 1: Learning Package Overview - The learning package includes a printed material titled "Investment Banking Growth Notes," an online course on assessing the feasibility of corporate listings, and a customized notebook [3][42]. - "Investment Banking Growth Notes" consists of 312 pages, over 120,000 words, and 9 chapters covering career planning, industry insights, essential skills, and current IPO review focus points [3][5]. Group 2: Content Structure - The first two chapters provide essential information for newcomers, including department divisions, regulatory frameworks, basic skills, project classifications, daily tasks, personnel sources, future transitions, and industry trends [5][8]. - Chapters three to seven, which account for approximately 62% of the book, detail the necessary professional skills in industry research, client acquisition, due diligence, financial thinking, and corporate valuation [8][30]. Group 3: Industry Skills and Practices - Chapter three outlines industry skills such as quantitative thinking, macro data analysis, industry division, due diligence guidelines, financial metrics analysis, and research application techniques [8][11]. - Chapter four shares insights from a seasoned underwriter on acquiring IPO business, including market conditions, channel development, and preparation for client meetings [15][19]. - Chapter five focuses on due diligence processes, detailing information collection, verification, and analysis techniques, along with 12 specific operational steps [24][25]. Group 4: Financial Analysis and Valuation - Chapter six discusses how to analyze a company's financial statements, emphasizing the relationships between the balance sheet, income statement, and cash flow statement, as well as key financial indicators [26][28]. - Chapter seven covers valuation methods, including relative and absolute valuation techniques, and provides insights on how companies can enhance their valuation [29][30]. Group 5: IPO Process Insights - Chapter eight addresses common regulatory concerns during the IPO process, such as financial compliance, equity issues, competition, related transactions, and real estate matters [32][35]. - Chapter nine outlines the responsibilities of various departments within a company during the IPO process, emphasizing the need for preparation and compliance to meet regulatory requirements [36][40].

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].

Core Viewpoint - The article emphasizes the challenges and complexities of working in investment banking, particularly for newcomers who may struggle without guidance [1][2]. Group 1: Overview of Investment Banking - Investment banking is perceived as an attractive industry, but it involves significant pressure and requires a comprehensive skill set across legal, financial, and business domains [1]. - Newcomers often spend years on basic tasks without a clear growth path unless guided by experienced mentors [2]. Group 2: Learning Package Introduction - To assist newcomers and those interested in investment banking, a "Growth Learning Package" has been launched, which includes a physical book, online courses, and a customized notebook [3][4]. - The book "Investment Banking Growth Notes" consists of 312 pages and covers essential topics such as career planning, industry insights, and necessary skills for investment banking professionals [4]. Group 3: Content Structure of the Learning Package - The first two chapters provide foundational knowledge about investment banking, including department divisions, regulatory frameworks, basic skills, project classifications, daily tasks, and industry trends [7][11]. - Chapters three to seven focus on essential professional skills, accounting for approximately 62% of the book's content, covering industry research skills, client acquisition techniques, due diligence, financial thinking, and company valuation [12][34]. Group 4: Industry Research Techniques - Chapter three details industry research techniques, including quantitative thinking, macro data analysis, and financial metrics evaluation, which are crucial for understanding industry dynamics [13][16]. - It also provides insights into specific industries such as catering, liquor, pharmaceuticals, automotive, and real estate, highlighting their operational models and key financial indicators [16]. Group 5: Client Acquisition and Due Diligence - Chapter four shares experiences from a seasoned underwriter on acquiring IPO business, including market conditions, channel development, and preparation for client meetings [20][21]. - Chapter five outlines the due diligence process, detailing information collection, verification, and analysis, along with a checklist of twelve specific operational steps [26][28]. Group 6: Financial Analysis and Valuation - Chapter six focuses on understanding a company's true financial status through balance sheets, income statements, and cash flow statements, emphasizing the relationships between these documents [30][32]. - Chapter seven discusses valuation methods, including relative and absolute valuation techniques, and offers practical advice for companies to enhance their valuation [32][34]. Group 7: IPO Process Insights - Chapters eight and nine address IPO projects, with chapter eight highlighting common regulatory concerns during IPO reviews, such as financial compliance and related party transactions [37][38]. - Chapter nine outlines the responsibilities of various departments within a company during the IPO process, emphasizing the need for preparation and coordination among teams [39][43]. Group 8: Conclusion - The "Investment Banking Growth Notes" is presented as a practical resource filled with real-world experiences and advice from industry professionals, making it applicable for those pursuing a career in investment banking [43][44].

Core Viewpoint - The article emphasizes the challenges and complexities of working in investment banking, particularly for newcomers, and introduces a comprehensive learning package designed to aid their understanding and skill development in the industry [1][2]. Summary by Sections Learning Package Content - The learning package includes a printed material titled "Investment Banking Growth Notes," an online course on assessing the feasibility of corporate listings, and a customized notebook [4][46]. Investment Banking Growth Notes - The "Investment Banking Growth Notes" consists of 312 pages, over 120,000 words, and 9 chapters, covering career planning, industry insights, essential skills such as research, due diligence, finance, valuation, and the current focus areas in IPO processes [5][9]. Chapters Overview - Chapters 1 and 2 provide foundational knowledge about investment banking, including department divisions, regulatory frameworks, essential skills, project classifications, daily tasks, personnel sources, and future industry trends [9][12]. - Chapters 3 to 7, which constitute about 62% of the content, detail the professional skills necessary for investment banking, including industry research, client acquisition techniques, due diligence, financial thinking, and company valuation [12][19]. Industry Research Skills - Chapter 3 outlines essential industry research skills, including quantitative thinking, macro data analysis, industry segmentation, due diligence guidelines, financial metrics analysis, and practical research techniques [12][16]. Client Acquisition and Due Diligence - Chapter 4 shares insights from a seasoned professional on acquiring IPO business, discussing market conditions, channel development, and preparation for client meetings [19][23]. - Chapter 5 focuses on the due diligence process, detailing information collection, verification, and analysis, along with 12 specific operational steps [28][30]. Financial Analysis and Valuation - Chapter 6 emphasizes understanding a company's true financial status through balance sheets, income statements, and cash flow statements, including key financial indicators and underlying logic for analysis [30][32]. - Chapter 7 discusses valuation methods, including relative and absolute valuation techniques, and offers practical advice for companies to enhance their valuation [33][34]. IPO Process Insights - Chapters 8 and 9 focus on IPO projects, addressing common regulatory concerns and outlining the responsibilities of various departments during the IPO process [35][36][40]. Practical Application - The content is designed to be practical and applicable, drawing from the experiences of investment banking professionals and corporate executives, making it accessible for those interested in deepening their knowledge in the field [44].

在外人看来，投行是一个非常令人向往的行业。然而，只有真正在投行里爬摸滚打过的人才知道，干投 行其实是件苦力活， 不仅压力大、强度大、挑战大，而且需要法律、财务、业务全方位发展，非常不容 易。 特别对于投行新人来说，如果没有靠谱的前辈领路，很难快速找到适合自己的成长路径，基本要在繁琐 的基础工作中耗费几年光阴。 为了帮助投行新人或者想要进入投行的其他人士详细了解投行的工作内容、知识框架、专业技能等，我 们 上线了 —— 投行成长学习包 学习包内容 1.纸质资料《投行成长笔记》 2.线上课程《如何评估企业上市可行性》 3.梧桐定制笔记本1个 投行成长学习包 扫码查看详情 《投行成长笔记》共有312页、12多万字、9个章节。 内容很实在，既介绍了 投行的职业规划和行业情况， 也讲解了 行研、尽调、财务、估值、承揽 等投行 人必备的工作技能，此外，还针对IPO业务，补充了 当前上市审核的关注重点和企业各部门在IPO中的 工作安排。 ▼下滑查看《投行成长笔记》目录▼ ▲点击图片可放大▲ 第一、二章主要介绍了我们入职投行前需要知道的基本事项，包括投行具体部门的划分、监管法规体 系、职业基本技能、具体项目分类、日常工作内容 ...