certification in research analyst professional

Certification in

RESEARCH ANALYST PROFESSIONAL

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Offered by

In Collaboration with

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TABLE OF

CONTENTS

Page No. 3 Page No. 6

Page No. 11 Page No. 17

01PROGRAMCOVERAGE

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About the Program

The Certification program “Become a

Research Analyst Professionals” is being

offered by Christ University, in collaboration

with industry partners/collaborators such as

EduEdge Pro.

This course enables you to learn advanced

concepts for a Markets Expert such as

Derivatives Analytics, Economic Data points

and Impact on Markets, Tracking Central

Policies, Conducting Inter-Market Analysis

etc. You will also learn the working of the

company and its comparison with its peer,

Executing Mergers and Acquisitions Analysis,

Mastering Industry and Sectoral Analysis.

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PLATFORMS YOU WILL LEARN

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02 WHY THIS PROGRAM

Equity Research Analysis

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Skills You will Gain

Buy/Sell/Hold recommendation

Able to provide price target

Report writing skills

Building Equity Research Reports

Financial Modelling,

Valuation and Excel skills

DOMAINS USING

RESEARCHANALYTICS

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EQUITY RESEARCH

Research Analytics Company AnalyticsValuation Modeling & Analytics Investment Analytics

FIXED INCOME/FOREX/COMMODITIES

Fixed Income Markets & Analytics Foreign Exchange Markets & Analytics Commodity Markets & Analytics

DERIVATIVES RESEARCH

Derivatives Analytics F&O Analytics Backtesting Analytics Volatility Analytics

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CAREER SCOPE

CERTIFICATIONS

ROADMAP

BLOOMBERG

ESSENTIALSBECOME A RESEARCH ANALYST PROFESSIONAL

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Positioning of this certificate program in broader PG Diploma Program

BECOME AN INVESTMENT ANALYST/MANAGER

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COURSE CURRICULUM

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CERTIFICATE 2

2BECOME A RESEARCH ANALYST PROFESSIONAL

LEARN FINANCIAL ANALYTICS USEFUL FOR EQUITY, FICC AND QUANTITATIVE RESEARCH ROLES

I. BECOMING an EQUITY RESEARCH ANALYST

Advanced Company Analytics

Valuation Modeling

Generating Trade Ideas

Equity Risk Analytics

II. BECOMING a DERIVATIVES ANALYST

F&O Analysis

Complex Derivatives Strategies And Back-testing

Volatility Analysis

Derivatives Risk Analytics

III. BECOMING a FICC ANALYST

Fixed Income Markets

Foreign Exchange Markets

Commodity Markets

FICC Risk Analytics

IV. BECOMING an IBD Research Analyst

What An I-Banker Needs To Know

Domain Expertise In I-Banking

Valuation Models and Spreadsheeting

Scenario and Sensitivity Analysis on Valuation

STRUCTURE

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CERTIFICATE 2



I. BECOMING an EQUITY RESEARCH ANALYST

Advanced Company Analytics

Valuation Modeling

Generating Trade Ideas

Equity Risk Analytics

NAVIGATING COMPANY SPECIFIC INFORMATION01 Entering the Equity Section

02 Finding a Security

03 Navigating through Industries

04 Searching for Management Information

05 Company accounts data

06 Retrieving Information on a Particular Security

07 Browsing Events Calendar

ADVANCED COMPANY ANALYTICS08 Tracking events about the company and its impact on the market

09 Generating a List of Equity Securities Based on a Set of Criteria You Select

10 Understanding Shareholding pattern for a company

11 Finding Debt Distribution for a company

12 Dividend Summary and Bloomberg Dividend Forecast

13 Ownership Structure

VALUATION14 Understanding the working of the company and its comparison with its peer

15 Studying the fundamental data of the company

16 Analyzing the financials of the firm

17 Tracking the recommendations of various analyst and fund houses

18 Performing Valuation Analysis

19 Understanding and executing Mergers and Acquisitions Analysis

20 Relative Value Analysis

21 Mastering Industry and Sectoral Analysis

CURRICULUM

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CERTIFICATE 2



II. BECOMING a DERIVATIVES ANALYST

F&O Analysis

Complex Derivatives Strategies And Back-testing

Volatility Analysis

Derivatives Risk Analytics

F&O ANALYSIS01 Tracking the price movements of the various derivative products

02 Exploring the Options Monitor

03 Understanding and accessing the option chain

04 Pricing options

05 Accessing option sensitivities and understanding impact of P&L

06 Understanding price and open interest analysis

07 How to calibrate derivatives pricing models

08 Applying Technical Analysis to understand price action

COMPLEX DERIVATIVES STRATEGIES AND BACK-TESTING09 Building a complex derivatives trade

10 Pricing a derivatives trade

11 Exploring different strategies using Bloomberg

12 Building complex options strategies

13 Back-testing options strategies

14 Running scenario analysis on option trades

15 Performing stress testing on option trades

VOLATILITY ANALYSIS16 Performing Historical Volatility analysis

17 Analyzing Implied Volatility

18 Incorporating Implied Volatility to setup derivatives strategies

19 Building volatility skews and surfaces

20 Understanding the interplay of correlations and volatility

21 Understanding YC term structure volatilities for fixed income derivatives

CURRICULUM

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CERTIFICATE 2



III. BECOMING a FICC ANALYST

Fixed Income Markets

Foreign Exchange Markets

Commodity Markets

FICC Risk Analytics

FIXED INCOME SECURITIES01 Browsing through World Bonds and Sovereign Debt Monitor

02 Tracking World Bond Futures and tracking movement with the rate changes

03 Accessing TOP Bond Market News and Global Market Monitors

04 Performing Fixed Income Search

05 Understanding bond price movements through EOD and Intraday price action

06 Building strategies on individual issues – flatteners, steepeners, butterflies

07 Performing richness/cheapness analysis on bonds

FIXED INCOME MARKETS AND ANALYTICS08 Mortgage Market

09 Municipal Market

10 Yield Curve Analysis

11 Search Engines, Descriptive and Yield Analysis

12 Fixed Income Pricing analytics

13 Understanding fixed income sensitivities and implications for hedging

14 Hedging Analytics

FOREIGN EXCHANGE AND COMMODITIES15 Tracking the economic indicators calendar and understanding currency movements

16 Study the intraday as well as historical price charts of various currencies of the world.

17 Performing correlation analysis, peer comparison and spread analysis for currency pairs

18 Understanding the price movements of the commodities using charts on Bloomberg

19 Retrieving information of a specific commodity

20 Tracking commodity derivatives prices through F&O panels

21 Correlating movements in commodities with other asset classes

CURRICULUM

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CERTIFICATE 2



IV. BECOMING an IBD Research Analyst

What An I-Banker Needs To Know

Domain Expertise In I-Banking

Valuation Models and Spreadsheeting

Scenario and Sensitivity Analysis on Valuation

INVESTMENT BANKING RESEARCH01 Navigating through the Investment Banking Dashboard

02 Understanding and performing Investment Banking Research

03 Tracking news and markets to be a successful Investment Banker

04 Following global Investment Banking deals and IB underwriting activity

05 Performing Valuation analysis as an Investment Banker

06 Crunching credit ratios, valuation multiples and global macros indicators

07 Mastering industry and sector

08 Essential Global Markets for an Investment Banker

09 Power packed must know monitors for an Investment Banker

10 Scenario Analysis for Valuation

11 Sensitivity Analysis for Valuation

CURRICULUM

04 PROGRAM DETAILS

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Program Coverage

This course advanced concepts for a Markets Expert such as Derivatives Analytics, Economic Datapoints and Impact on Markets, Tracking Central Policies, Conducting Inter-Market Analysis etc. You will also learn the working of the company and its comparison with its peer, Executing Mergers and Acquisitions Analysis, Mastering Industry and Sectoral Analysis, F&O Analysis.

Industry-oriented curriculum

Industry focused curriculum offered in a flexible online blended interactive format that works for busy professionals

Blended Learning

The Program would offer an optimal blended mix of On campus bootcamp sessions, online sessions, self-paced sessions to maximize learning

Industry Partners

Our industry partners would provide you the appropriate domain and industry expertise to tackle Analytics challenges in the real world

Careers and Placement help

Our program would fast track your career progression in Research Analyst professionals through our dedicated Placement Assistance and Industry Networking

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PROGRAM

HIGHLIGHTS

PEDAGOGY

4-Months Weekend Program

The Program would be offered on the weekends to enable optimal learning to those participants who are working in the Industry

Project & Live Lab

The Project gives you the opportunity to apply important concepts in Research Analytics in order to solve real business challenges

PROGRAM

PARTNERS

One of the first institutions in India to be accredited in 1998 by theNAAC, and subsequently in 2004 and 2016, CHRIST University has thetop grade ‘A’ in the 4-point scale. It has consistently ranked among thetop ten for UG courses in surveys done by the India Today group,having specialized program offerings across Data Science, Analytics,Capital Markets, and FinTech.

The multi-disciplinary University which focuses on teaching researchand service offers Bachelors to Doctoral programs in Humanities,Social sciences, Science, Commerce, Management, Engineering,Education, and Law to over 25000 students.

United Nations Academic Impact (UNAI) membership has added ChristUniversity to the UNAI team of 1470 institutions in 146 countries, whoare working with the United Nations to promote global priorities,including peace, human rights, and sustainable development.

EDUEDGE PRO is an EdTech initiative, founded by Mr. Harjeet Singh, a

Stanford Alumnus and Financial Mathematician.

EduEdge Pro provides Skill Development and Skill Enhancement

education in specialized domains within BFSI, Data Science, Analytics,

FinTech, Capital Markets and Algorithmic Trading in order to bridge the

gap between academia training and industry needs and to provide

Upskilling.

EduEdge Pro conducts corporate training programs for leading global

investment banks, asset management firms, financial institutions,

exchanges and brokerage houses.

It works with leading educational institutions and universities in

providing end-to-end solutions such as Centre of Excellence, Financial

Research Lab and Specialization Curriculum Tracks.

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PROGRAM CHAIR

HARJEET SINGHProgram Chair

Harjeet has been a serial entrepreneur in

FinTech, EdTech and Capital Markets and is a

Financial Mathematician and Alumnus of

Stanford University. He has a rich and varied

experience in Global Markets & Risk,

Investment Management, Sales & Trading,

Algorithmic Trading, Quantitative Finance and

Management Consulting across international

financial institutions, banks, MNCs such as

Morgan Stanley, Nomura, Standard Chartered

Bank, Merrill Lynch and Accenture Consulting.

He is the Founder-Director, Global CIO and

Board Member of Stelios Asset Management,

a global Hedge Funds across India, Mauritius

and Dubai. He is also Founder-Director of

EduEdge Pro, a leading EdTech company. He

is a leading industry expert in Algorithmic

Trading, FinTech and Analytics. He also

consults the Ministry of Finance on matters

related to policy frameworks in Capital

Markets

DR SUNIL LAKDAWALAAnalytics Professional

He holds Ph.D. from Yale

University, USA(1982) and

M.Sc. from IIT-Bombay(1977).

He has specialized in the

areas of Business Intelligence

System (Data Warehousing

and Data Analysis Techniques

like OLAP, Data Mining) and

has a rich experience in

consultancy, project execution

and training in that area.

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Global ChartersHe has received the CFA, FRM, CAIA and PRM International chartersand is a member with international associations such as CFA Institute,Global Association of Risk Professionals (GARP), Chartered AlternativeInvestment Analyst Association (CAIA Association) and ProfessionalRisk Managers’ International Association (PRMIA).

Asset Management BusinessHe is currently the Global CEO, CIO and Board Member of SteliosAsset Management Pvt Ltd. Founded in 2019, STELIOS AssetManagement has received Series A international VC funding forsetting up global Hedge Funds as well as onshore/offshore India-focused Hedge Funds. He has received Investment Manager licencesto start hedge funds across India, Mauritius and Dubai. He holds aSEBI-registered AIF CAT III license for a long/short Equity fund in India.

Consultant to Ministry of FinanceHe is also consulting the Department of Economic Affairs – Ministry ofFinance in Capital Markets Policy Formation.

EdTech InitiativeHe is the Founder-Director at EduEdgePro Pvt Ltd. EduEdgePro is anEdTech initiative, founded by Harjeet as part of a Family officeinitiative. EduEdgePro provides Skill Development and SkillEnhancement in BFSI and Analytics in order to bridge the gapbetween academia training and industry needs. It runs B2B programswith leading corporates and educational institutions/universitiesacross India. EduEdgePro has conducted specialized domain trainingsessions in Capital Markets and Analytics for Exchanges, Regulators,Asset Management firms, Banks, Financial Institutions, Universitiessuch as Securities and Exchange Board of India (SEBI), MultiCommodity Exchange (MCX), National Stock Exchange (NSE), InvescoAsset Management, Prudential Asset Management, JP Morgan AssetManagement, Nomura, Morgan Stanley, Christ University andNational Institute of Securities & Markets (NISM).EduEdgePro has collaborated with industry partners such as Moody’sAnalytics, Bloomberg, CISI and MCX to provide industry-relevantcertification training and programs.

FinTech InitiativeHis other firm, QRAC Pvt Ltd, is an Indian FinTech company, foundedby Harjeet as part of a Family office initiative. QRAC houses aQuantitative Investment Research division that specializes in buildingQuantitative Investment Strategies across global equities,commodities, currencies and fixed income for Institutional Advisoryportfolios.

ELIGIBILITY CRITERIA

EDUCATION

10+2 aspiring candidates of any

educational background with an

analytical frame of mindset are

most suited one to pursue

Research Analyst professional

certifications.

WORK EXPERIENCE

Work experience is not

mandatory.

However it is desired that

you have internship or full-

time experience so that you

can move up the learning

curve faster through prior

industry domain knowledge.

PROGRAMMING EXPERTISE

It is not required to have a

Programming background,

although desirable.

However, those without

Programming background

will undergo Pre-requisite

training on Programming to

accelerate the learning

when the Program begins.

SELECTION &

ADMISSION PROCESS

Application ProcessThe Application process consists of a few simple steps as shown below. An offer of admission would be made to the selected candidates and accepted by the candidates by paying the admission fee.

We have a dedicated admission counsellor who are here to help guide you in applying to the program. They are available to:• Address questions related to

application.• Assist with Financial Aid (if

Required)• Guide career role and

opportunities after certified.• Help you to understand the

program detail and pedagogy.

STEP 1PROGRAM

COUNSELLING

• Complete your application to kick start the admission process.

• Rate your various skills of OOPs language, quantitative and logical ability.

• Submit application fee: ₹ 500/-

• Submit the form successfully and scheduled your interview with us.

STEP 2APPLICATION PROCESS

• Interview is with admission committee, who will review the candidate profile.

• Selection will be determined on the basis of academic records, work experience, test scores and interview.

• Upon qualifying a confirmation letter for admission to the PG Diploma in Data Science will handover to the candidate.

STEP 3INTERVIEW PROCESS

ProgramCounselling

Application Interview Documentation Payment Processing

Confirmation

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Application ProcessThe Application process consists of a few simple steps as shown below. An offer of admission would be made to the selected candidates and accepted by the candidates by paying the admission fee.

ProgramCounselling

Application Interview Documentation Payment Processing

Confirmation

1 2 3 4 5 6

After interview on the basis of confirmation letter , the required papers mentioned inthe mandatory list of

documents as per eligibility criteria. You would be required to submit your marksheets, education certificates, work experience proofs amongst other necessary documents.

STEP 4DOCUMENTATION

Block your seat with the initial amount of fees and begin with your prep course and start your Data Science journey.

Full or annual program fee to be deposited within 1 week of offer letter / program start –whichever is earlier.

STEP 5PAYMENT PROCESSING

Your admission will be confirmed basis the selection procedure,document authenticationand fee payment.

A welcome letter, ID card, student number and portal access will be shared upon successful completionof the admission process.

STEP 6CONFIRMATION

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SELECTION &

ADMISSION PROCESS

PROGRAM

FEES

PROGRAM FEEApplication fee: INR 500 plus GSTIndian participants: INR 1,25,000 plus GSTInternational participants: USD 2500 plus taxes

FINANCING OPTIONSPlease get in touch for further details

SCHOLARSHIPSExisting Christ students and Alumnus: AvailableOther participants: Available on outstanding merit record

CORPORATE DISCOUNTSAvailable on nominations of 2+ participantsKindly contact us for further details

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