Wizenius

JULY 25, 2023

Are you looking to excel in financial modeling for Investment Banking? Follow these 10 effective steps to build accurate and efficient models that will impress your mentors and potential employers. 1) Blueprint: Plan Ahead Before diving into your financial model, create a blueprint of the entire structure.

Financial Modeling 52

Financial Modeling Financial Models Investment Banking Bank 52

Wizenius

JULY 30, 2023

Given the extreme tight timelines faced by IB analysts to turn around financial models (deadline was yesterday!), Create a repository, your idea-bank! Recreate blank templates of them if your organization has created few pre-defined models. Looking for the best investment banking course in India?

Financial Modeling 52

Financial Modeling Financial Models Investment Banking Banking 52

Wizenius

JULY 17, 2023

Here are key skills to target an investment banking career: 1. Financial Statements: Master the concepts of Balance Sheet, P&L, and Cash Flow statement. This is the perfect time to learn Excel formulas and create visually appealing presentations as they are fundamental to an investment banker's work.

Investment Banking 52

Investment Banking Bank Banking Investment 52

Mergers and Inquisitions

JANUARY 31, 2024

In other words, they’re the public face and brand of their fund, and all investment decisions flow through them. They might have separate teams for specific strategies or markets, but everything is run under a single Profit & Loss statement (P&L). 10 – 15 positions rather than 100+).

Funds 59

Funds Management S&P Recruitment 59

Mergers and Inquisitions

MAY 3, 2023

When I started offering financial modeling training , I never expected to get questions about a methodology like the Dividend Discount Model (DDM). But people who aim for investment banking roles are very much into those bells and whistles, so questions about the DDM and other “exotic” methodologies began rolling in.

Valuation 64

Valuation DCF Debt Financial Modeling 64

Mergers and Inquisitions

DECEMBER 6, 2023

Beta-Neutral Portfolios: For example, if the S&P 500 goes up or down by 5%, your team’s portfolio should move by ~0%. You will do some financial modeling and company research, but it will be more about evaluating factors such as: If Company X beats earnings by 5%, how much will its stock price increase?

Funds 104

Funds Management Recruitment Portfolio 104

Mergers and Inquisitions

FEBRUARY 28, 2024

We can’t possibly cover them all in one article, so this one will focus on fundamental research at banks , primarily for investment-grade and high-yield bonds. And the credit rating agencies (S&P, Fitch, Moody’s, and Morningstar DBRS in distant 4 th place) specialize in fixed income research. existing coverage” in ER.

Equities 59

Equities Asset Management Debt Recruitment 59