Unlocking Financial Data: A Practical Guide to Technology for Equity and Fixed Income Analysts
| Author | : | |
| Rating | : | 4.60 (638 Votes) |
| Asin | : | 1491973250 |
| Format Type | : | paperback |
| Number of Pages | : | 325 Pages |
| Publish Date | : | 2013-07-13 |
| Language | : | English |
DESCRIPTION:
At Brigade, Justin’s responsibilities include making investment recommendations, executing trades, and developing the systems used to analyze and value complex investments. Justin started his career in Wachovia’s technology department, developing front-office applications for analysts and traders. He has been published in The Journal of Structured Finance, quoted in publications such a
About the AuthorJustin Pauley is a Senior Structured Credit Analyst at Brigade Capital Management, an asset manager based in New York. He has been published in The Journal of Structured Finance, quoted in publications such as the Wall Street Journal and Bloomberg News, and spoke on numerous panels at finance related conferences.. Justin started his career in Wachovia’s technology department, developing front-office applications for analysts and traders. Prior to joining Brigade, Justin headed CLO Strategy at the Royal Bank of Scotland where he published monthly reports to investors and developed bond analytic systems. At Brigade, Justin’s responsibilities include making investment recommendations, executing trades, and developing the systems used to analyze and value complex investments
Yet, many don’t realize that you don’t need to be a programmer to access behind-the-scenes financial information from Bloomberg, IHS Markit, or other systems found at most banks and investment firms.This practical guide teaches analysts a useful subset of Excel skills that will enable them to access and interpret financial information—without any prior programming experience. If you are a programmer, this book also contains a parallel path that covers the same topics using C#.Topics include:Access additional data that isn’t visible on Bloomberg screensCreate tables containing corporate data that makes it possible to compare multiple companies, bonds, or loans side-by- sideBuild one-page analytic (“Tear Sheet”) reports for individual companies that incorporates important financials, custom notes, relative value comparison of the company to its peers, and price trends with research analyst targetsBuild two-page portfolio summary report that contains a high-level view of the portfolio’s performance, gr