Unlocking Financial Data: A Practical Guide to Technology for Equity and Fixed Income Analysts

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Justin Pauley

Unlocking Financial Data

A Practical Guide to Technology for Equity and Fixed Income Analysts

Justin Pauley

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English

O'Reilly Media
20 October 2017

Investment & securities; Budgeting & financial management; Excel

"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:

Access additional data that isn't visible on Bloomberg screens Create tables containing corporate data that makes it possible to compare multiple companies, bonds, or loans side-by- side Build 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 targets Build two-page portfolio summary report that contains a high-level view of the portfolio's performance, growth, risk-adjusted return, and composition Explore daily prices and facility information for most of the tradable corporate bond and loan market Determine the relationship between two securities (or index) using correlation and regression Compare each security's performance to a cohort made of up of securities with similar risk and return characteristics Measure portfolio risk-adjusted return by calculating variance, standard deviation, and Sharpe ratio Use Markit data to identify meaningful trends in prices, new issue spreads, and refinancings"

By: Justin Pauley
Imprint: O'Reilly Media
Country of Publication: United States
Dimensions: Height: 250mm, Width: 150mm, Spine: 15mm
Weight: 666g
ISBN: 9781491973257
ISBN 10: 1491973250
Pages: 247
Publication Date: 20 October 2017
Audience: Professional and scholarly , Undergraduate
Format: Paperback
Publisher's Status: Active

Justin Pauley is an Analyst/Trader at Brigade Capital Management, an asset manager based in New York. At Brigade, Justin is responsible for 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.