Brainscape's Knowledge GenomeTM

Browse over 1 million classes created by top students, professors, publishers, and experts.


See full index

Industry Knowledge > Finance, etc > Flashcards

Finance, etc Flashcards

1
Q

UpSlide Value Proposition

A

A top Microsoft Add-in allowing finance professionals to work efficiently, accurately, and consistently when creating deliverables. Saves time, minimizes errors, and ensures brand compliance.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
2
Q

Investment Banking Purpose

A

Help clients raise money by advising on transactions such as issuing stock, negotiating the acquisition of a company, or arranging the sale of a company itself.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
3
Q

Investment Banking M&A (Mergers & Acquisitions) Team - Function

A

Advise companies on sell-side (selling business) or buy-side (acquiring a company) transactions.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
4
Q

Investment Banking M&A (Mergers & Acquisitions) Team - Deliverables

A

Pitchbooks, Market Update Reports, Offering Memorandums, Excel Models.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
5
Q

Investment Banking M&A (Mergers & Acquisitions) Team - Pain Points

A

Linking reliability, time spent transferring data from Excel to PowerPoint, manual chart creation and formatting, managing revisions.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
6
Q

Investment Banking M&A (Mergers & Acquisitions) Team - UpSlide Solutions

A

Excel to PowerPoint Link, Slide Check, Table of contents for better PPT organization.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
7
Q

Investment Banking ECM Team Function

A

Advise companies on raising capital by selling a percentage of ownership in exchange for cash.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
8
Q

Investment Banking ECM (Enterprise content management) Deliverables

A

Market Slides, Case Studies, Sales Team memorandum, Shareholder analysis, investor targeting, financial modeling.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
9
Q

Investment Banking ECM (Enterprise content management) Pain Points

A

Time spent ensuring market slides are up to date and error-free, finding templates.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
10
Q

Investment Banking ECM (Enterprise content management) UpSlide Solutions

A

Content library, Slide check, Tombstones feature for case studies.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
11
Q

Investment Banking DCM (debt capital markets) Team Function

A

Advise on raising capital by issuing debt, manage debt securities trading.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
12
Q

Investment Banking DCM (debt capital markets) Deliverables

A

Pitchbooks for debt issuance, market slides, case studies, investor profiles.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
13
Q

Investment Banking DCM (debt capital markets) Pain Points

A

Time-consuming pitchbook formatting, ensuring content is up to date and brand compliant.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
14
Q

Investment Banking DCM (debt capital markets) UpSlide Solutions

A

Excel to PPT link, Slide Check, Content Library.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
15
Q

Investment Banking Structured Finance Function

A

Raise capital by structuring fixed income products like mortgage and asset-backed securities.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
16
Q

Investment Banking Structured Finance Deliverables

A

Market update slides, deal comparisons, loan performance tracking, pitchbooks.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
17
Q

Investment Banking Structured Finance Pain Points

A

Frequent copy/pasting from Excel, using up-to-date content in pitchbooks.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
18
Q

Investment Banking Structured Finance UpSlide Solutions

A

Linking, Tombstones, Library.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
19
Q

Investment Banking Leveraged Finance Function

A

Borrow money to invest in assets, provide advice and loans for leveraged buyouts.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
20
Q

Investment Banking Leveraged Finance Deliverables

A

Approval memos, offering materials, financial models.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
21
Q

Investment Banking Leveraged Finance Pain Points

A

Frequent updates and changes in Excel workbooks, memo formatting.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
22
Q

Investment Banking Leveraged Finance UpSlide Solutions

A

Excel to PPT link, Smart Format, Templates.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
23
Q

Investment Banking Marketing Strategy

A

Expand the firm’s presence and attract more clients while maintaining a positive brand image.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
24
Q

Investment Banking Marketing Pain Point

A

Staying brand compliant in deliverables sent to clients.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
25
Q

Investment Banking Banking Marketing UpSlide Solutions

A

Content Library, Slide Check, Templates, Branded charts and tables, Smart Format.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
26
Q

Investment Banking Team Structure

A

i. Managing Director
ii. Director/Senior VP
iii. VP
iv. Associate
v. Analyst valuation

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
27
Q

Investment Banking Major Clients

A

i. BNP Paribas
ii. Lazard
iii. Rothschild & Co
iv. Greenhill

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
28
Q

Private Banking Purpose

A

Provide a variety of wealth management services under one roof for high-net-worth individuals.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
29
Q

Private Banking Services

A

Portfolio management, tax services, insurance, trust and estate planning.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
30
Q

Private Banking UpSlide Solutions

A

Table of contents, Libraries, Excel to PPT Link, PowerPoint Branding, Excel Branding.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
31
Q

Private Banking Clients

A

i. Citi Bank
ii. Natixis
iii. Milestone Wealth Management
iv. Natixis Wealth Management

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
32
Q

Commercial Banking Purpose

A

Offer basic banking services to SMEs, including loans and financial products.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
33
Q

Commercial Banking Services

A

Financial services and products worldwide, personal finance management, operational support.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
34
Q

Commercial Banking UpSlide Solutions

A

Smart Format, Precision Formatting, Libraries.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
35
Q

Commercial Banking Clients

A

Lloyd’s bank, Santander Health Corporate Banking, Rothschild & Co

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
36
Q

Alternative Investments - Private Equity Function

A

Invest in or buy companies to sell at a higher value. Funded by limited partners like pension funds and wealthy individuals.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
37
Q

PE Investments Team - Function

A

Research, due diligence, valuations on companies to invest in.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
38
Q

PE (Private equity) Investments Team - Deliverables

A

Investment memos, financial models, pitch decks.

How well did you know this?
1
Not at all
2
3
4
5
Perfectly
39
Q

PE (Private equity) Investments Team - Pain Points

A

Finding brand compliant content, creating and presenting charts.

40
Q

PE (Private equity) Investments Team - UpSlide Solutions

A

Content Library, Excel to PowerPoint Link, Complex Charts.

41
Q

PE (Private equity) Investor Relations - Function

A

Manage relationships with current or prospective investors.

42
Q

PE (Private equity) Investor Relations - Deliverables

A

Quarterly reports, investor presentations.

43
Q

PE (Private equity) Investor Relations - Pain Points

A

Collaboration across teams, creating brand compliant presentations.

44
Q

PE (Private equity) Investor Relations - UpSlide Solutions

A

Smart Formatting, Excel to PPT Link, Content Library.

45
Q

PE (Private equity) Finance/FP&A (Financial planning and analysis) Function

A

Financial reporting and planning to analyze firm’s performance.

46
Q

PE (Private equity) Finance/FP&A (Financial planning and analysis) Deliverables

A

Quarterly/annual reports for management.

47
Q

PE (Private equity) Finance/FP&A (Financial planning and analysis) Pain Points

A

Auditing large excel workbooks, updating data across deliverables.

48
Q

PE (Private equity) Finance/FP&A (Financial planning and analysis) UpSlide Solutions

A

Excel to PPT Link, Modeling for Excel, Special Charts.

49
Q

PE (Private equity) Marketing Function

A

Attract more clients and generate new business.

50
Q

PE (Private equity) Marketing Deliverables

A

Content for all teams like slides, case studies, templates.

51
Q

PE (Private equity) Marketing Pain Points

A

Distributing content, ensuring brand compliance.

52
Q

PE (Private equity) Marketing UpSlide Solutions

A

Content Library.

53
Q

PE (Private equity) Major Clients

A

Apollo, Coller Capital, Aridian

54
Q

Investment Management Function

A

Manage funds for individuals/companies, create investment strategies.

55
Q

Investment Management - Finance Team Function

A

Monthly reporting, forecast, annual budgeting.

56
Q

Investment Management - Finance Team Deliverables

A

Modeling, quarterly reports.

57
Q

Investment Management - Finance Team Pain Points

A

Updating data, auditing large data sets.

58
Q

Investment Management - Finance Team UpSlide Solutions

A

Modeling for Excel, Excel to PPT Link.

59
Q

Investments Management - Investments Team Function

A

Research investment options, due diligence on potential opportunities.

60
Q

Investments Management - Investments Team Deliverables

A

Due Diligence reports, pitches to clients.

61
Q

Investments Management - Investments Team Pain Points

A

Copying and pasting data into reports, re-using old pitches.

62
Q

Investments Management - Investments Team UpSlide Solutions

A

Excel to PPT Link, Content Library.

63
Q

Investments Management - Major Clients

A

Natixis, Investment Managers

64
Q

Investments Management - Team Structure

A

Portfolio Manager, Associate Portfolio Manager, Research Analyst/Associate, Quant Analyst, Fund Accountant

65
Q

Marketing in Investment Management Function

A

Ensure consistent branding across all teams.

66
Q

Marketing in Investment Management Deliverables

A

Pitch templates, slides for fund presentations.

67
Q

Marketing in Investment Management Pain Points

A

Ensuring brand compliance.

68
Q

Marketing in Investment Management UpSlide Solutions

A

Content Library.

69
Q

Asset Management Goal

A

Make money for clients, often work with wealthy individuals focusing on specific asset investments like real estate.

70
Q

Asset Management Deliverables

A

Due Diligence Reports, Fund Presentations, Pitches to clients, RFPs.

71
Q

Asset Management Pain Points and Solutions

A

Similar to investment management, uses UpSlide in similar ways.

72
Q

Real Estate Function

A

Expertise in development, investments, management, and sale of property. Focus more on business investing in real estate.

73
Q

Real Estate - Advisory and Transaction Services

A

Evaluate real estate, assist clients through transactions.

74
Q

Real Estate - Advisory and Transaction Services Deliverables

A

Due Diligence Reports.

75
Q

Real Estate - Advisory and Transaction Services Pain Points

A

Reusing previous presentations, linking complex tables.

76
Q

Real Estate - Advisory and Transaction Services UpSlide Solutions

A

Content Library, Excel to PPT Link, Smart Format, Smart Painter.

77
Q

Real Estate - Valuation Services function

A

Research and determine investment potential for clients (for example, value now vs value in the future)

78
Q

Real Estate - Valuation Services deliverables

A

Valuation reports (Word or PowerPoint), Financial Models like a DCF model: A specific type of financial modeling tool used to value a business or in this case a property.

79
Q

Real Estate - Valuation Services pain points

A

Formatting charts in Excel and updating data, Finding latest marketing collateral to use

80
Q

Real Estate - Valuation Services UpSlide Solutions

A

Content Library, Smart Check, Excel Modeling, Excel to PPT link

81
Q

PS (Professional Services) Transaction Advisory - Function

A

Analyze deals, conduct value investigation for M&A through Financial Due Diligence.

82
Q

PS (Professional Services) Transaction Advisory - Deliverables

A

Financial Due Diligence reports, Valuation of intangible assets, Financial Reports.

83
Q

PS (Professional Services) Transaction Advisory - Pain Points

A

Copy and Paste Excel data into PPT, reusing outdated content.

84
Q

PS (Professional Services) Transaction Advisory - UpSlide Solutions

A

Modeling tools within excel, Excel to PPT link, Library within PPT.

85
Q

PS (Professional Services) Valuations - Function

A

Hired to determine the value of a specific aspect of a business interest including assets (assist M&A, tax compliance, financial reporting, etc.). Meant to assist clients with M&A, Taxation and Compliance, Financial Reporting, Bankruptcy and Reorganization, etc.

86
Q

PS (Professional Services) Valuations - Deliverables

A

Financial Due Diligence, Financial Reports, Valuation Reports

87
Q

PS (Professional Services) Valuations - Pain Points

A

Copy and Pasting Excel into PPT is a pain, Tough to ensure data is accurate when pasted over, Finding the right and most up to date template to use for their deliverables

88
Q

PS (Professional Services) Valuations - UpSlide Solutions

A

Excel to PPT Link, to link over their reports and update them monthly. Library within PPT to use a created pitch deck such as a due diligence report

89
Q

PS (Professional Services) Audit & Assurance - Function

A

Conduct risk analysis and help determine the validity of financial documents (Companies required to be audited at least once a year by an external auditing firm although they may also do auditing within their firm as well)

90
Q

PS (Professional Services) Audit & Assurance - Deliverables

A

Audit Reports, Financial Presentations, Improvement Recommendation Decks

91
Q

PS (Professional Services) Audit & Assurance - Pain Points

A

Reusing Old decks and outdated content, Copy and paste excel into PPT

92
Q

PS (Professional Services) Audit & Assurance - UpSlide Solutions

A

Excel to PPT link, Library, Special Charts

93
Q

PS (Professional Services) Tax Advisory - Function

A

Ensure that financial transactions are both accurate and legal. When working for a business, the accountant will provide info to investors to show how a company is performing during a period of time

94
Q

PS (Professional Services) Tax Advisory - Deliverables

A

Financial planning reports, Weekly, monthly, yearly tax reports

95
Q

PS (Professional Services) Tax Advisory - UpSlide Solutions

A
  1. UpSlide library
  2. Smart Format
96
Q

PS (Professional Services) Restructuring - Function

A

Help organizations significantly modify the financial and operational aspects of the business, typically where the business is facing financial pressures. May restructure when preparing for a sale, buyout, merger, or financial challenges (e.g deteriorating financial fundamentals, poor earnings performance, lackluster revenue from sales, etc.)

97
Q

PS Clients

A

Deloitte, KPMG, Mazars, FTI Consulting

Industry Knowledge (1 decks)

Brainscape helps you reach your goals faster, through stronger study habits.
© 2024 Bold Learning Solutions. Terms and Conditions