Investment banking / valuations
CA + CFA is a strong combo
- Remote
- Varies
- Qualification
- Typically Chartered Accountancy (CA) or Master of Business Administration.
What the work involves
Day to day
Establishing what a business or asset is worth, for transactions, disputes, fundraising or regulatory purposes. The work is modelling, comparable analysis and writing a defensible report.
Who this suits
Fit
Detail-oriented finance people who like technical rigour and want transaction exposure with somewhat more predictable hours than the deal desk itself.
The honest reality
Read this one
Your conclusions get challenged by parties with a financial interest in a different answer, so every assumption must be documented. Deadlines are driven by transactions, not by you. It is narrower work than corporate finance and can become repetitive.
How you get there
Step by step
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2 years Step 1Finish school
Class 12 with Commerce
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3-5 years Step 2Qualify
Complete B.Com alongside the CA, CS or CMA route.
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Step 3Enter the field
Typical first position: Investment banking / valuations.
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Step 4Build and specialise Optional
Build a partner track, or move into a senior in-house finance role.
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You are hereInvestment banking / valuations
Everything above leads here. The steps marked optional can be skipped or taken later — they change how fast you arrive, not whether you can.
Courses that lead here
How to qualify
Exams on the way
Admission and qualifying
Roles within this career
What the job is called