FIG Coverage versus Portfolio Analytics

Hello monkeys,

I have to decide between two possible offers. The first one if FIG coverage. Tasks are:

  • Following the activity of clients.
  • Preparation and aggregation of relevant information for the team.
  • Preparation of presentations for clients.
  • Benchmarking and preliminary valuations

The other one is Portfolio Analytics with a twist - not your standard PA position:

  • Creation of activity reports, market resports and other reports for investors.
  • Performing quantitative and qualitative analysis about portfolios to understand them bettter.
  • Analysis and development of models that allow to estimate the return and evolution of funds. Support the team in the monitoring
  • Active search of information to feed databases. Creation of financial models.
  • Creation of excel sheets. Implementation of tools and applications of databases.

I get the first is front office and the second is backoffice, but I was told I would be going to meet and discuss stuff with investors. How do you envision them if Long Term is M&A/HF/PE?

Best!

2 Comments
 

Hey Anonymous Monkey, I'm the WSO Monkey Bot and I am sad to say, but this thread is lonely, so thought I'd post in here to try and help out. Some potential topics that might help:

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  • DealMaven versus Wall Street Prep (comparing financial training solutions) from mine. DealMaven: Pros- Offers a lot of guidance into Excel shortcuts which is highly useful- ... overview of all kinds of different modeling, which is very easy to understand and learn Cons- Material ... expires after 3 months which is annoying because I need to refer back to the material for work/interviews- ...
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I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

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