Financial Modelling and Research
The role of financial modeling is to create an abstract (model) representation of a real financial situation. This mathematical model reflects a company, project, or investment portfolio's output. A Financial modeling analyst develops financial templates with historical data offers forecasts on the basis of various industry-related operating steps, performs macro- and micro-factor-based scenario analysis, ensures accurate portfolio modeling and creation of the latest transaction models, and improves existing models.
RUDDERLY MENTORSHIP PROGRAM
Professionals from the industry take you under their wing. Personalised 1-1 mentorship
1 ON 1 TIME WITH SUCCESSFUL PROFESSIONALS ACROSS INDUSTRIES
IMMERSIVE MENTORSHIP STRUCTURE WITH A REAL WORLD ASSIGNMENT, TO GIVE YOU A SNEAK PEAK
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KEY SKILLS
Problem-solving ability
Time Management
Knowledge about accounting, finance, and valuation
Decisive
Determined
Analytical ability
Communication
Interpersonal skills
PROS
Decent salary package, high compensation, and bonuses
Suitable for people who like to work with numbers
The process of financial modeling encourages a deeper understanding of a business and exposes anomalies that an investor can neglect to do otherwise.
CONS
Time-consuming, long working hours
Extreme attention to details is required
This career is not suitable for people who are creative
Financial models are based on a multitude of assumptions, resulting in grossly inaccurate prediction figures and erroneous investment decisions.
OPPORTUNITY TYPES
GOT WHAT IT TAKES?
Investment bank
Insurance company
Hedge fund
Commercial bank
Management consulting firm
Accountancy firms
Wealth management companies
You have the ability to think logically and in a very organized manner
You have the capability of distilling vast quantities of complex information in a simple format.
You possess a good understanding of accounting fundamentals
You have an eye for designs and esthetics
You can quickly draw information and zoom into high-level strategies
KEY OPPORTUNITIES
Books
Financial Modeling and Valuation: A Practical Guide to Investment Banking and Private Equity
Principles of Financial Modelling: Model Design and Best Practices Using Excel and VBA
Mastering Financial Modelling: A Practitioner's Guide to Applied Corporate Finance
Financial Modelling in Practice: A Concise Guide for Intermediate and Advanced Level