OfficeHours

JUNE 12, 2023

You can use professional examples such as past internships or part-time positions in areas such as investment banking, venture capital, or corporate finance, as those roles provide exposure to financial analyses, due diligence, and deal processes.

Private Equity 147

Private Equity Equities Investment Valuation 147

Mergers and Inquisitions

JANUARY 22, 2025

People are convinced that financial modeling in equity research is vastly different from investment banking and that research requires different or more specialized skills. So, for example, quarterly financial models are more common in equity research, as are detailed bottoms-up models used in initiating coverage reports.

Investment Banking 64

Investment Banking Equities Bank Banking 64

OfficeHours

AUGUST 20, 2023

The good news is that there are many transferable skills from investment banking (and other non-traditional finance roles) to private equity. If you enjoy financial modeling and due diligence (essential skills for most finance roles) but want to dig deeper into how businesses function operationally, then the buyside could be right for you.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

Peak Frameworks

MAY 17, 2023

For example, in 2013, JPMorgan used VBA to build a custom model to forecast loan losses, which helped them save time and improve accuracy. VBA in the Context of Finance In finance, VBA for Excel is commonly used for financial modeling, forecasting, data analysis, and automation of repetitive tasks.

Financial Models 52

Financial Models Financial Modeling Finance Finance 52

Wall Street Mojo

JANUARY 17, 2024

Thus, it accounts for a company’s financial standing and reveals the corporate efficiency in managing its cash and liquidity position. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements.

Accountant 98

Accountant Finance Finance Profitability 98

Peak Frameworks

MAY 2, 2024

The Role of Financial Analysis in Vertical Mergers Financial analysis underpins the decision-making process, involving: Financial Modeling: Creating models to forecast the financial performance of the merged entity.

Mergers 52

Mergers Mergers and Acquisitions Financial Analysis Discounted Cash Flow 52

Peak Frameworks

SEPTEMBER 12, 2023

Retainer fees , an integral part of the finance landscape, offer security for both professionals and clients. While they're seen in numerous sectors, their significance shines particularly in investment banking , private equity, and corporate finance.

Finance 52

Finance Finance Mergers and Acquisitions Private Equity 52

Mergers and Inquisitions

NOVEMBER 15, 2023

Financial Modeling or Python / Data Science / AI: Starting in 2024, you must complete a “Practical Skill Module” on one of these topics for Levels I and II of the exam. Complete an Excel or financial modeling course or the most relevant parts of one (see our 10- and 20-hour study plans ).

CFA 59

CFA Investment Banking Bank Banking 59

Mergers and Inquisitions

JUNE 14, 2023

A long time ago, most questions were about Excel, financial modeling , and how to find data quickly. I get the obsession with The Shiny New Thing, but if you’re a new hire in banking or another corporate finance role, boring old PowerPoint might be your highest-ROI skill. can InternGPT do everything for you?).

Investment Banking 71

Investment Banking Bank Banking Investment 71

Mergers and Inquisitions

JANUARY 10, 2024

Think: benchmarking portfolios rather than modeling companies. You will very rarely get exposed to the type of financial modeling that bankers complete: 3-statement models , DCF models , M&A models , LBO models , and so on.

Investment Banking 59

Investment Banking Management Bank Banking 59

Devensoft

AUGUST 22, 2023

Financial Modeling Software: Advanced financial modeling software, like Microsoft Excel with specialized add-ins or dedicated financial modeling tools, allows for complex enterprise value calculations. Financial Databases: Bloomberg, Capital IQ, FactSet, Thomson Reuters Eikon.

M&A 52

M&A Valuation Utilities Mergers and Acquisitions 52

Mergers and Inquisitions

JULY 3, 2024

That gave IB Analysts about a year to gain deal experience, learn financial modeling , and make sure they wanted to do the job. But that timeline crept up over time, slowing down only in “crisis periods,” such as in 2009 (financial crisis aftermath) and 2020 – 2021 (COVID).

Recruitment 59

Recruitment Private Equity Equities Funds 59

Mergers and Inquisitions

SEPTEMBER 11, 2024

Finally, many renewable energy debt deals take place within Project Finance teams at banks – but Project Finance and corporate finance are very different ! For example, if a renewable developer wanted to raise debt to build a new offshore wind farm as a separate entity, it would fall under Project Finance.

Investment Banking 59

Investment Banking Bank Banking Investment 59

Wall Street Mojo

JANUARY 16, 2024

Financial Modeling & Valuation Courses Bundle (25+ Hours Video Series) –>> If you want to learn Financial Modeling & Valuation professionally , then do check this ​ Financial Modeling & Valuation Course Bundle ​ ( 25+ hours of video tutorials with step by step McDonald’s Financial Model ).

Financial Models 52

Financial Models Financial Modeling Business Valuation 52