Unlocking Financial Data: A Practical Guide to Technology for Equity and Fixed Income Analysts Contributor(s): Pauley, Justin (Author) |
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ISBN: 1491973250 ISBN-13: 9781491973257 Publisher: O'Reilly Media OUR PRICE: $44.99 Product Type: Paperback - Other Formats Published: November 2017 |
Additional Information |
BISAC Categories: - Business & Economics | Finance - General - Business & Economics | Research & Development - Computers | Enterprise Applications - Business Intelligence Tools |
Dewey: 006.6 |
LCCN: 2018304639 |
Physical Information: 0.6" H x 7" W x 9.2" (1.10 lbs) 315 pages |
Descriptions, Reviews, Etc. |
Publisher Description: Investors recognize that technology is a powerful tool for obtaining and interpreting financial data that could give them the one thing everyone on Wall Street wants: an edge. 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. This book will show analysts, step-by-step, how to quickly produce professional reports that combine their views with Bloomberg or Markit data including historical financials, comparative analysis, and relative value. For portfolio managers, this book demonstrates how to create professional summary reports that contain a high-level view of a portfolio's performance, growth, risk-adjusted return, and composition. If you are a programmer, this book also contains a parallel path that covers the same topics using C#. Topics include:
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Contributor Bio(s): Pauley, Justin: - Justin Pauley is a Senior Structured Credit Analyst at Brigade Capital Management, an asset manager based in New York. At Brigade, Justin's responsibilities include making investment recommendations, executing trades, and developing the systems used to analyze and value complex investments. 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. 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 as the Wall Street Journal and Bloomberg News, and spoke on numerous panels at finance related conferences. |