Investment Analysis
What are some of the things analysts do to help the company prosper?
Managing assets, recommending movement, investing, borrowing, and even deciding terms for agreements(like M&A)
What's the difference between accounting and finance?
Accountants handle bookkeeping and preparing financial documents; financial analysts interpret the data from accountants.
What is the typical Base salary?
Base salaries of around $100,000 and bonuses ranging from 50%-100%
What is the template that financial analysts use to calculate a company’s profit or loss?
Profit and loss (P&L) statement
Where did Sonny Applegate go to college?
Lehigh University
What is the hierarchy of investment banking?
Associate, VP, SVP, Managing Director
Finance and what other functions gather data to create plans for sale opportunities?
Operation & Supply Chain Management
What is mandatory block leave?
2 weeks where you can't work
What is a financial analysts’ #1 responsibility?
Analyze data
Who said getting a college degree is the most important thing?
John Donnelly
Investment analysts are a specific type of ____ analysts
Finance with the help of human resources use ____ to hire the best employees for a company
Workforce analytics
Why do employees often receive tickets to sporting events and go to fancy dinners?
Incentives, networking, sales, etc.
What is the collection of investments which financial analysts may recommend to their clients or a company called?
An investment portfolio
Who currently works as a broker?
Patrick Grumieaux