Peak Frameworks

SEPTEMBER 12, 2023

Value at Risk , commonly referred to as VaR, seeks to quantify the maximum potential loss an investment portfolio could face over a specified period for a given confidence interval. The choice depends on the nature of the portfolio and the objectives of the risk management exercise.

Portfolio 52

Portfolio Private Equity Risk Management Finance 52

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

OfficeHours

AUGUST 9, 2023

During the hold period, the private equity firm can improve operations, management structure, and financial strategies to optimize the business. You must be able to consider long-term goals, assess risk, and craft plans to enhance the value of portfolio companies.

Private Equity 130

Private Equity Equities Investment Banking Investment 130

Mergers and Inquisitions

MARCH 13, 2024

Over time, many traditional growth equity firms have shifted to the “growth buyout” category as their assets under management have grown. Many of these firms use debt to fund deals, and they complete bolt-on acquisitions for portfolio companies. Developing new products or services. What accounts for the difference?

Private Equity 105

Private Equity Equities Capital Portfolio 105

OfficeHours

JUNE 12, 2023

Through a private equity internship, you will be exposed to high-stakes, complex financial transactions and gain valuable experience in investment analysis, deal structuring, and portfolio management. Securing an internship in private equity can be challenging due to the competitive nature of the industry.

Private Equity 147

Private Equity Equities Investment Valuation 147

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. Specialized Pathways: For the Level III exam, you can focus on portfolio management, private wealth, or private markets.

CFA 59

CFA Investment Banking Bank Banking 59

Peak Frameworks

OCTOBER 17, 2023

Matrix Organizational Structure Matrix Organizational Structure is a fusion of functional and divisional structures , employees report to both the functional manager and the product manager. Typically, you'll find a larger number of employees reporting to a small number of managers.

Corporation 52

Corporation Finance Finance Management 52

OfficeHours

AUGUST 20, 2023

During the hold period, the private equity firm can improve operations, management structure, and financial strategies to optimize the business. You must be able to consider long-term goals, assess risk, and craft plans to enhance the value of portfolio companies. Fill out our App here for a FREE Coaching Call 2. While other 5.

Private Equity 130

Private Equity Equities Investment Banking Finance 130

Wall Street Mojo

JANUARY 18, 2024

read more regularly invest in such bonds issued by a sovereign government, and it forms a major part of their investment portfolio. Bullet bonds, be it for short-term or long-term, collectively build the bullet bond portfolio of an investor. Table of contents What Is A Bullet Bond?

Financial Models 52

Financial Models Financial Modeling Financial Institution Debt 52

Mergers and Inquisitions

JULY 19, 2023

Most hedge funds use leverage, short-selling, derivatives, and other strategies to manage their risk, but some non-hedge funds also use them. And if you are interested in this strategy, should you even target hedge funds, or would a long-only asset management firm be better?

Funds 52

Funds Asset Management Management Equities 52

Wall Street Mojo

JANUARY 17, 2024

Interest rate swaps are risk management tools, allowing parties to hedge against interest rate fluctuations and achieve desired cash flow structures. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements.

Financial Institution 91

Financial Institution Bank Banking Financial Models 91

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. Even though banks are not “constrained” by their deposits, they still manage to their deposits , and most target a specific loan-to-deposit ratio. billion loss on a $21 billion portfolio. But the U.S.

Bank 123

Bank Banking Funds Government 123

Wall Street Mojo

JANUARY 15, 2024

CDOs provide investors with a diversified portfolio of debt instruments across different risk levels. Unlock the art of financial modeling and valuation with a comprehensive course covering McDonald’s forecast methodologies, advanced valuation techniques, and financial statements. read more , etc. read more , etc.

Debt 52

Debt Bank Banking Investors 52

Mergers and Inquisitions

OCTOBER 30, 2024

Depending on your group , you’ll spend time on tasks such as creating 5-year plans, conducting variance analysis, making sure transactions are properly recorded, reconciling the historical financial statements, and managing the company’s cash, cash flow, and borrowing needs. What Are Corporate Finance Jobs?

Corporate Finance 105

Corporate Finance Finance Finance Corporation 105

Wall Street Mojo

FEBRUARY 9, 2024

Article Link to be Hyperlinked For eg: Source: Bullish Engulfing Pattern (wallstreetmojo.com) This two-candlestick pattern indicates that the bears or sellers pushed the financial asset’s price lower in the green candle. A bullish engulfing pattern confirmation helps traders identify attractive entry levels. Start Learning Now How To Find?

Financial Models 52

Financial Models Financial Asset Financial Modeling Stock 52

Mergers and Inquisitions

MAY 24, 2023

5) Portfolio Concentration – Many special situations and distressed funds run concentrated portfolios (e.g., If you want more, there are several Sum of the Parts lessons in the valuation sections of our Financial Modeling Mastery course. But lock-up periods are longer than most long/short equity funds.

Funds 64

Funds Investors Mergers and Acquisitions Mergers 64

Mergers and Inquisitions

FEBRUARY 28, 2024

For the right person, though, fixed income research can be even better than equity research, whether you’re at a bank, an asset management firm, a hedge fund, or a credit rating agency: Table of Contents: What is Fixed Income Research? You cover quarterly earnings and send updated models and notes to clients and other teams.

Equities 59

Equities Asset Management Debt Recruitment 59

Mergers and Inquisitions

AUGUST 16, 2023

Communication Skills and Some Technical Knowledge – Since most PE firms do growth-oriented deals, financial modeling and technical skill are a bit less important than communication skills – as you’ll need these skills to source deals and meet local entrepreneurs. You’ll have better luck aiming for HF roles if you go to Hong Kong.

Private Equity 94

Private Equity Equities Recruitment Funds 94

Mergers and Inquisitions

JULY 26, 2023

Its “portfolio” consists of that single company, assuming it finds and acquires one. Many search fund founders are relatively young (35-40 or less) and come from banking, consulting, or general management backgrounds; many also have MBAs.

Private Equity 52

Private Equity Investment Banking Funds Equities 52

Growth Business

AUGUST 3, 2023

I would always encourage a founder to come out of their comfort zone, and even pitch to investors before they’re ready,” said Adam Beveridge, investment manager at SFC Capital. It’s also crucial to do research on the investors themselves: what they invest in, their portfolio and their recent investments.

Funds 52

Funds Investors Investment Business 52

Mergers and Inquisitions

SEPTEMBER 11, 2024

Per FTI Consulting , solar, wind, and “portfolio” (mixed asset) deals account for 60% of renewable M&A activity in the U.S.: So, even if you’re advising entire companies, you must still be familiar with asset-level modeling and valuation and how an entire portfolio works. What Do You Do as an Analyst or Associate?

Investment Banking 59

Investment Banking Bank Banking Investment 59

Mergers and Inquisitions

APRIL 5, 2023

Some SWFs operate like long-only asset managers (i.e., Others operate more like funds of funds and delegate much of the investing process to private equity firms, hedge funds, and other asset managers. The firm uses passive and active strategies, often deviating from its reference portfolio based on the macro environment.

Recruitment 59

Recruitment Funds Private Equity Investment 59

Mergers and Inquisitions

APRIL 19, 2023

Diversified Miners – These companies have a wide global portfolio of mines, and they extract, produce, and distribute just about every metal in the two categories above. One example is Steel Dynamics, which we feature in our main financial modeling course.

Investment Banking 52

Investment Banking Bank Banking Investment 52