
We will cover 14 different Financial Analyst roles in this course, including an overview of the role, the pros and cons as well as a day in the life. This section introduces 7 of the roles. We will cover all 14 roles throughout this course.
This exercise will help you decide what financial analyst role makes most sense for you.
Experience an authentic hedge fund analyst day, from morning sector updates and a LinkedIn long pitch to a conference where CEO raises guidance, prompting quick buy decisions.
Explore the daily routine of a mutual fund analyst, including morning meetings, conference participation, and setting long-term stock targets of three to five years, with no short selling.
Explore investment banking from origination and initial public offerings to mergers and acquisitions, learn to build models in Excel and PowerPoint, present deals, and navigate the Chinese wall.
So you want to be an investment banker? Make sure you understand the pros and cons!
Explore how investment bankers build pitch books for bakeoffs, propose deals, and win ipos or m&a mandates, while networking, shaping market views, and delivering concise exhibits.
Please watch this entire section before moving on to the next section(s) of this course. An introduction to 9 other types of Financial Analyst roles (many are similar to roles we have already discussed).
Perform a quick accounting review of the balance sheet, income statement, and cash flow statement to understand how assets and equity relate to cash flow, including non-cash items like depreciation.
Identify which valuation methodologies matter for different analysts. Explore discounted cash flow, price earnings, price revenue, and key financial statements like income statements, balance sheets, and cash flow statements.
Explore the pros and cons of a financial analyst role in a large non-finance company: better quality of life, rotations toward CFO or VP, but lower pay and bureaucracy.
Barbara blends investment banker analyst, venture capitalist, and accounting duties, focusing on consolidating financial statements and preparing quarterly earnings, using income statements, balance sheets, and cash flow statements with software.
Explore the pros and cons of private wealth management, from entrepreneurial client development and later high compensation to administrative duties and product suggestions, with insights from an analyst's experience.
Balancing hedge fund stock picking, selling firm products to ultra high net worth clients, and long-term ideas, Peggy's day also dedicates substantial time to administration and valuation.
** Chris is the author of the #1 best selling business course on Udemy called "An Entire MBA in 1 Course." **
** ACCORDING TO BUSINESS INSIDER: "Haroun is one of the highest rated professors on Udemy, so you can expect to be in good hands through the course of your education." **
This course will help you understand and choose the finance career that you are most passionate about pursuing. The course gives an explanation of 14 different finance analyst roles, including:
Professor Chris Haroun has been profiled in Forbes Magazine and Business Insider and has raised and managed over $1bn in his finance career. He loves teaching students about real world practical concepts with no theory.
Professor Haroun has 20 years of finance analyst experience in several different finance sectors, including 5 years at Goldman Sachs, 8 years in the hedge fund industry at firms that include hedge fund giant Citadel and his own firm, 7 years in the venture capital industry (a venture firm he started had a private investment years ago in Facebook) and 4 years in the finance/tech industry at Accenture where he worked on the merger of Bank of America and Nations Bank as well as setting up an offshore bank for the Canadian Imperial Bank of Commerce. His finance work experience has been all over the world in countries that include the United States, England, Scotland, Canada, Japan, China, India and France. He has taught students in more that 160 countries and he is a well known business author of many books. His popular business book: '101 Crucial Lessons They Don't Teach You in Business School' was written up in Forbes Magazine as "1 of 6 books that all entrepreneurs need to read right now." He also has his own column in Inc. Magazine. He has met with many finance icons in his career and he profiles many of these executives in this course so you can learn and use their winning career tips/advice.
Professor Haroun also has an MBA from Columbia University where he majored in Finance.
After taking this course, students should be able to understand how many different finance roles work and have a good idea what finance role they are most passionate about.