Financial Modelling and Research
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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.
Mentors from the field
Learn about the field . What day to day work would look like . Growth opportunity & prospects . Interview preparation . Transition advise . Networking
JOSIE LANE
Current position
Journalist, communist & editor for Hindustan Times, DNA & Nat Geo Traveler. She's covered stories from travel start-ups, communities, gentrification, gender issues, and human rights.
Career prospects & criteria
Understand the prospects within the career & the education & other skills you need to make it.
Educational Qualifications
B.Com/BBA/BMS/BBI
MBA finance
What you need to get started
Microsoft Excel skills are a must to build or update financial models.
+1 year of experience is required.
Soft Skills
Problem-solving ability
Time Management
Decisive
Determined
Analytical ability
Communication
Interpersonal skills
Technical Skills
Knowledge about accounting, finance, and valuation
Excel
Financial management
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
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