Operating system and office software: Many white-collar workers know little about operating system and daily office software and pay little attention to it. In fact, being proficient in operating the operating system and office software can greatly reduce work time-consuming and improve work efficiency. Moreover, most enterprises regard the proficiency of operating system and office software as a very important indicator when evaluating new employees. For financial practitioners, there are a large number of professional software and collaboration software that are the main platforms for daily work. Now, most financial work has been informationized, and the most basic skill is to skillfully use computers every day.
EXCEL: For people who deal with numbers every day, EXCEL can be said to be the most powerful artifact, and none of them is worth explaining separately. After entering the financial industry for several years, whether you can skillfully use EXCEL can be said to be a world of difference. The use of EXCEL does not only refer to tables, statistics, some functions and tabulation? Black technology? Will let users see a whole new world.
L 1: Its importance needs no further explanation.
Financial analysis: Due to the variety of financial market segmentation, the work of financial analysis covers a wide range, from investment, securities and foreign exchange to gold, non-ferrous metals, production and sales, and so on. But on the whole, their functions are similar. The work of financial analysis is similar to that of staff officers, who use their professional knowledge to help a group make decisions. The knowledge here includes economic knowledge, financial knowledge and so on.
Teacher CFA said that the easiest way to have the skills of financial analysis quickly is to take courses related to financial analysts, so as to obtain the certification of authoritative parts, such as applying for the Chartered Financial Analyst (CFA).
Financial model: A financial model is a formula that makes impact analysis data by using regression analysis according to the collected data, and brings the data into the forecast according to the formula, such as forecasting the price trend. Financial model is one of the tools of financial analysis.
Corporate finance: financial practitioners analyze based on market data such as securities. To look at securities, they must learn to analyze the financial statements of listed companies. In fact, not only finance, but also financial accounting is a compulsory course for all economic majors. The essence of financial accounting is an economic language, and all kinds of financial work are carried out on the basis of quantification.
Banking: Understand the bank's liabilities business, assets business and intermediary business.
Due diligence: People in non-financial industries seldom know about due diligence. Due diligence is a comprehensive and in-depth review of historical data and documents, managers' background, market risk, management risk, technology risk and capital risk in investment, securities and other fields. It is one of the main tasks of intermediary financial institutions, which often occurs in the public offering and listing of enterprises, enterprise acquisition and fund management.
Senior financial practitioner, partial management, strategy.
From junior financial practitioners to senior financial practitioners, in addition to the rapid growth of status and treatment, a major feature is that the requirements for skills and abilities have changed from basic skills and professional skills to strategic and management capabilities.
Investment: Investment includes the process from fund raising, analysis, transaction to final implementation. From the analysis of the change of investment ability, it seems that it is simply to expand the scope and increase the knowledge system, but in fact it has changed from a separate academic skill research to a process management. Financial ability, analytical ability, trading ability, execution ability and management ability also constitute the basic abilities of traders.
Investment Bank: Understand the business processes of investment banks such as corporate financing, mergers and acquisitions, financial consultancy, and be familiar with related skills such as asset appraisal and legal affairs.
Management: team management and organizational skills, including communication skills, coordination skills, overall planning skills and decision-making skills, to prepare for future team projects.
Risk management: Due to the integration of Internet and financial industry, many new forms of financial products, including P2P, have emerged in the financial industry, which is both a challenge and an opportunity for the financial industry. There are more and more opportunities in the financial industry, but the control of financial risks will become more and more important. At present, the domestic financial industry lacks a large number of financial risk management professionals. Teacher CFA introduced that by applying for Financial Risk Manager (FRM), you can gain authoritative professional knowledge related to financial risk management.
Valuation: company valuation refers to the evaluation of the intrinsic value of the company with an eye on the company itself. The intrinsic value of a company depends on its assets and profitability. What is the logic of company valuation? Value determines price? . The valuation methods of listed companies are usually divided into two categories: one is relative valuation method (such as price-earnings ratio valuation method, price-to-book ratio valuation method, EV/EBITDA valuation method, etc. ); The other is absolute valuation method (such as dividend discount model valuation, free cash flow discount model valuation, etc.) ).
PE: The legendary private placement, the main investment strategy of private placement. At present, the private equity investment industry can be roughly divided into eight categories: stock strategy, bond strategy, market neutrality, event-driven, macro futures, quantitative arbitrage, mutual fund and compound strategy.
Enterprise strategy: MBA, EMBA and other enterprise management education define enterprise strategic management as an art and science about how to formulate, implement and evaluate enterprise strategy to ensure that enterprise organizations can effectively achieve their own goals. This paper mainly studies the functions and responsibilities of the whole enterprise, the opportunities and risks it faces, and focuses on the comprehensive decision-making problems involving marketing, technology, organization, finance and other functional fields in enterprise management. Through the strategic management of enterprises, enterprises can make full use of their own manpower, financial resources and material resources through macro-level analysis, prediction, planning and control, and finally achieve the goal of optimizing management and improving economic benefits.
Five functions of financial market: investment, financing, settlement, risk management and access. Accounting and auditing are derivatives of finance. What looks unprofessional is actually very professional. Why? Because it involves a wide range or a deep depth, finance is an irregular business, so the skills of the financial industry are out of your sight. In the eyes of financial people, standardized business is the simplest, because you will always succeed if you try it a few times more.