OfficeHours

MAY 21, 2023

They are typically closest to the financial modeling, analytical work, and diligence that private equity firms perform. Each associate is typically tasked with monitoring a handful of portfolio companies. Learn the essential strategies for financial modeling.

Private Equity 130

Private Equity Equities Portfolio Financial Models 130

Mergers and Inquisitions

MARCH 13, 2023

Look at any financial model for a bank, and you’ll see that loans – not deposits – are the key top-line driver. Insufficient/No Hedges – Rather than hedging their entire MBS portfolio with interest-rate swaps, the bank had… no swaps at all as of the end of 2022 ( oh, and no Chief Risk Officer, either ). Is It a Bailout?

Bank 123

Bank Banking Funds Government 123

Wall Street Mojo

JANUARY 17, 2024

In the process of interest rate swap valuation , a fixed rate is exchanged for floating rate by taking advantage of the rate fluctuations in the financial market in order to obtain lower rates. Start Learning Now Types Let us look at the different types of such a swap available in the market. read more standing at 0.25% and 1%).

Financial Institution 91

Financial Institution Bank Banking Financial Models 91

Mergers and Inquisitions

JANUARY 10, 2024

The Nature of the Work: Markets, Analysis, Sales, and Interpersonal Skills Wealth management (WM) requires broader knowledge of the financial markets since you may have to advise clients on everything from their portfolio allocations to upcoming tax changes. Think: benchmarking portfolios rather than modeling companies.

Investment Banking 59

Investment Banking Management Bank Banking 59