Archives: Resources

Analyst Recommendations

What are Analyst Recommendations? Analyst recommendations are recommendations and advice given by financial analysts and investment researchers to their clients with regards to what assets to invest in and what assets not to invest in. Financial analysts usually conduct extensive research on a specific asset class and also on the overall state of the financial…

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Algorithmic Trading

What is Algorithmic Trading? Algorithmic trading strategies involve making trading decisions based on pre-set rules that are programmed into a computer. A trader or investor writes code that executes trades on behalf of the trader or investor when certain conditions are met. Examples of Simple Trading Algorithms Short 20 lots of GBP/USD if the GBP/USD…

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Credit Risk Analyst

Working in Credit Risk Today’s lending decisions for retail clients are often made by technology, such as AI. Despite this, there is a huge demand in the finance industry for people with credit risk expertise. Credit analysts responsible for making bank lending (or underwriting) decisions often do so for loan requests from larger, commercial, or…

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Credit and Collections Analyst

What is a Credit and Collections Analyst? A credit and collections analyst is tasked with the responsibility of assessing a person’s or a company’s riskiness in terms of both extending credit and collecting repayments. The analysts must systematically review a customer’s financial history, financial statements, and any other information that would pertain to receiving a…

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Commercial Credit Analyst

What is a Commercial Credit Analyst? A credit analyst is someone who assesses the creditworthiness of a borrower; a commercial credit analyst, specifically, works with business borrowers.  Commercial credit analysts underwrite credit based on the strength of the business, including the experience of its management team, any competitive advantages it has, its overall financial health,…

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Best Corporate Finance Books

What are the Best Corporate Finance Books? Many corporate finance books are available nowadays, covering various topics from beginner to advanced levels. Finance professionals can access a wide range of resources to learn more about the industry and improve their skills. By reading a book, they can access large volumes of information and research data…

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Data Tables

What are Data Tables? Data tables are used in Excel to display a range of outputs given a range of different inputs. They are commonly used in financial modeling and analysis to assess a range of different possibilities for a company, given uncertainty about what will happen in the future. How to Create Excel Data…

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Excel Books

Best Excel Books For anyone looking to master the art of financial analysis in MS Excel, these are the most important Excel books to read.  In this guide, we’ve compiled the best books and a quick synopsis of the main points they cover.  We always recommend additional reading to supplement the Excel training we provide…

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Investment-Grade Bonds

What are Investment-Grade Bonds? An investment-grade bond is a bond classification used to denote bonds that carry a relatively low credit risk compared to other bonds. There are three major credit rating agencies (Standard & Poor’s, Moody’s, and Fitch) that provide ratings on bond. Each credit rating agency sets a minimum bond rank to be…

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Alphabetize in Excel

How to Alphabetize in Excel? This guide will show you how to alphabetize in Excel using the Sort and Filter functions to organize your data from A to Z. This feature is particularly useful for large datasets where it would take a very long time to alphabetize information in Excel manually. Before you go on…

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