How to keep your financial models when you switch firms

Title is pretty self explanatory. How do you ensure that you keep your financials models with you if you were to switch firms? Some of these models take weeks to create, would be nice to have them in the future. I've worked at several shops were coworkers have models they created at previous employers but haven't asked them how they pulled it off. I assume downloading to a USB stick is not possible and a massive data dump to an external email wouldn't look good from a compliance perspective.

In before CFA Level 1 Candidates blast the Code of Ethics @me.


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Comments (9)

Mar 29, 2019 - 2:28pm

Things that you create while 'on the clock' are owned by your employer. It doesn't matter if it's a model, a patent or a book. That being said, the knowledge that you gain is your own. There is nothing wrong with memorizing how the model works, and re-creating it when you leave.

The only difference between Asset Management and Investment Research is assets. I generally see somebody I know on TV on Bloomberg/CNBC etc. once or twice a week. This sounds cool, until I remind myself that I see somebody I know on ESPN five days a week.
Mar 29, 2019 - 2:47pm

Put everything you need in an encrypted zip-file and download it to a USB stick like a normal human being

I don't know... Yeah. Almost definitely yes.

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Apr 2, 2019 - 12:48pm

Printing it out with some notes seems to me to be the best solution. All file sharing and email sites are usually blocked. Sending an email with an attachment from your work to your personal address would look suspicious. Emails with plain text are usually fine. But I wouldn't risk it if the firm is known for strict compliance enforcement.

If you have enough time you could recreate it at home. Remember a little every day and enter it into the model on your home PC. I often write VBA code, so for me this would be annoying.


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Apr 2, 2019 - 2:06pm

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