A portfolio analyst is an individual who specializes in a portfolio of securities with clients offering recommendations on the portfolio. They interpret financial information and investment schemes for the purpose of assisting their client in making sound financial decisions.

Responsibilities of a Portfolio Analyst:

1.Researching Investment Opportunities

Portfolio analysts study different investments, whether it is stock, bonds, or mutual funds.ds. They do this in ...

A Debt Capital Markets Analyst works mainly in investment banking and plays a crucial role in assisting companies, governments, and institutions to stay afloat financially through the utilization of bonds, loans, or other forms of fixed income securities. A DCM banker works to represent the sell-side investment bank so that he/she becomes the product specialist that counsels borrowing clients or prospective borrowing clients on optimal new debt-raising methods and managing their outstanding d ...

A credit analyst job describes that of an analyst who assesses creditworthiness of clients in hope of accessing credit facilities. They have a very important role in the financial sector, as all types of credit granting institutions should adopt in order to reducing the risks of defaults.

Concerning credit analysis, credit analysts scrutinize budgets, financial statements, credit records, and market characteristics and other relevant information in order to assess the borrower’s capacit ...

This is an analyst who identifies and evaluates risks that could otherwise have a possible impact on an organization's operation, finances, or reputation. Risk analysts are significant in assisting business setups and institutions in improving decisions by analyzing uncertainty and finding out strategies on how to apply it.

Risk analysts work in industries such as finance, insurance, health care, manufacturing, and technologies. Predictions are made regarding how probable and ...

Analysts who specialize in Merger & Acquisition (M&A) provide critical help with the future direction of companies and their affiliations. These professionals are focused on analyzing situations with the aim of making merger, acquisition, or divestment decisions that will support corporate strategies and which they will create value from.

It should be noted that M&A analysts are also held accountable for pro forma modeling, valuation work, and deal due diligence. They evalua ...

EBITDA or Earnings Before Interest, Taxes, Depreciation, and Amortization is one of the most significant financial indicators providing a very lucid view of the operational profitability of a company. It contrasts from net income since the computation of EBITDA eliminates financing costs, accountancy costs, and any kind of non-cash cost thereby providing an extremely sharp insight into the performance of a business. This measure is very useful in comparing companies belonging to the same indu ...

The compound annual growth rate is the investment returns needed every year for balancing an investment from the beginning amount to the end amount over a certain course of time. However, during this entire life span of an investment, the CAGR also assumes that any profits would be reinvested at the end of each investment period.

How to Calculate Compound Annual Growth Rate (CAGR)

 CAGR = ((BV/EV ) ^1/n − 1) × 100

where: EV = Ending value

      &nbs ...

Companies borrow money through loans, bonds, or mortgages, they incur a cost called the cost of debt. Hence, it relates to the payment made in terms of interest on borrowed funds. Pays in terms of effective rate for what is known as its cost of debt, and it's, in simple terms, the cost it incurs to borrow money-as-from the lender form.

Why is the Cost of Debt Important?

Debt cost is an important factor for the businesses as it directly impacts profitability and financial stability ...