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Finance, etc Flashcards

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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.

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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.

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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.

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4
Q

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

A

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

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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.

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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.

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7
Q

Investment Banking ECM Team Function

A

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

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8
Q

Investment Banking ECM (Enterprise content management) Deliverables

A

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

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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.

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10
Q

Investment Banking ECM (Enterprise content management) UpSlide Solutions

A

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

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11
Q

Investment Banking DCM (debt capital markets) Team Function

A

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

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12
Q

Investment Banking DCM (debt capital markets) Deliverables

A

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

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13
Q

Investment Banking DCM (debt capital markets) Pain Points

A

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

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14
Q

Investment Banking DCM (debt capital markets) UpSlide Solutions

A

Excel to PPT link, Slide Check, Content Library.

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15
Q

Investment Banking Structured Finance Function

A

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

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16
Q

Investment Banking Structured Finance Deliverables

A

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

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17
Q

Investment Banking Structured Finance Pain Points

A

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

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18
Q

Investment Banking Structured Finance UpSlide Solutions

A

Linking, Tombstones, Library.

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19
Q

Investment Banking Leveraged Finance Function

A

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

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20
Q

Investment Banking Leveraged Finance Deliverables

A

Approval memos, offering materials, financial models.

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21
Q

Investment Banking Leveraged Finance Pain Points

A

Frequent updates and changes in Excel workbooks, memo formatting.

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22
Q

Investment Banking Leveraged Finance UpSlide Solutions

A

Excel to PPT link, Smart Format, Templates.

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23
Q

Investment Banking Marketing Strategy

A

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

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24
Q

Investment Banking Marketing Pain Point

A

Staying brand compliant in deliverables sent to clients.

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25
Investment Banking Banking Marketing UpSlide Solutions
Content Library, Slide Check, Templates, Branded charts and tables, Smart Format.
26
Investment Banking Team Structure
i. Managing Director ii. Director/Senior VP iii. VP iv. Associate v. Analyst valuation
27
Investment Banking Major Clients
i. BNP Paribas ii. Lazard iii. Rothschild & Co iv. Greenhill
28
Private Banking Purpose
Provide a variety of wealth management services under one roof for high-net-worth individuals.
29
Private Banking Services
Portfolio management, tax services, insurance, trust and estate planning.
30
Private Banking UpSlide Solutions
Table of contents, Libraries, Excel to PPT Link, PowerPoint Branding, Excel Branding.
31
Private Banking Clients
i. Citi Bank ii. Natixis iii. Milestone Wealth Management iv. Natixis Wealth Management
32
Commercial Banking Purpose
Offer basic banking services to SMEs, including loans and financial products.
33
Commercial Banking Services
Financial services and products worldwide, personal finance management, operational support.
34
Commercial Banking UpSlide Solutions
Smart Format, Precision Formatting, Libraries.
35
Commercial Banking Clients
Lloyd’s bank, Santander Health Corporate Banking, Rothschild & Co
36
Alternative Investments - Private Equity Function
Invest in or buy companies to sell at a higher value. Funded by limited partners like pension funds and wealthy individuals.
37
PE Investments Team - Function
Research, due diligence, valuations on companies to invest in.
38
PE (Private equity) Investments Team - Deliverables
Investment memos, financial models, pitch decks.
39
PE (Private equity) Investments Team - Pain Points
Finding brand compliant content, creating and presenting charts.
40
PE (Private equity) Investments Team - UpSlide Solutions
Content Library, Excel to PowerPoint Link, Complex Charts.
41
PE (Private equity) Investor Relations - Function
Manage relationships with current or prospective investors.
42
PE (Private equity) Investor Relations - Deliverables
Quarterly reports, investor presentations.
43
PE (Private equity) Investor Relations - Pain Points
Collaboration across teams, creating brand compliant presentations.
44
PE (Private equity) Investor Relations - UpSlide Solutions
Smart Formatting, Excel to PPT Link, Content Library.
45
PE (Private equity) Finance/FP&A (Financial planning and analysis) Function
Financial reporting and planning to analyze firm's performance.
46
PE (Private equity) Finance/FP&A (Financial planning and analysis) Deliverables
Quarterly/annual reports for management.
47
PE (Private equity) Finance/FP&A (Financial planning and analysis) Pain Points
Auditing large excel workbooks, updating data across deliverables.
48
PE (Private equity) Finance/FP&A (Financial planning and analysis) UpSlide Solutions
Excel to PPT Link, Modeling for Excel, Special Charts.
49
PE (Private equity) Marketing Function
Attract more clients and generate new business.
50
PE (Private equity) Marketing Deliverables
Content for all teams like slides, case studies, templates.
51
PE (Private equity) Marketing Pain Points
Distributing content, ensuring brand compliance.
52
PE (Private equity) Marketing UpSlide Solutions
Content Library.
53
PE (Private equity) Major Clients
Apollo, Coller Capital, Aridian
54
Investment Management Function
Manage funds for individuals/companies, create investment strategies.
55
Investment Management - Finance Team Function
Monthly reporting, forecast, annual budgeting.
56
Investment Management - Finance Team Deliverables
Modeling, quarterly reports.
57
Investment Management - Finance Team Pain Points
Updating data, auditing large data sets.
58
Investment Management - Finance Team UpSlide Solutions
Modeling for Excel, Excel to PPT Link.
59
Investments Management - Investments Team Function
Research investment options, due diligence on potential opportunities.
60
Investments Management - Investments Team Deliverables
Due Diligence reports, pitches to clients.
61
Investments Management - Investments Team Pain Points
Copying and pasting data into reports, re-using old pitches.
62
Investments Management - Investments Team UpSlide Solutions
Excel to PPT Link, Content Library.
63
Investments Management - Major Clients
Natixis, Investment Managers
64
Investments Management - Team Structure
Portfolio Manager, Associate Portfolio Manager, Research Analyst/Associate, Quant Analyst, Fund Accountant
65
Marketing in Investment Management Function
Ensure consistent branding across all teams.
66
Marketing in Investment Management Deliverables
Pitch templates, slides for fund presentations.
67
Marketing in Investment Management Pain Points
Ensuring brand compliance.
68
Marketing in Investment Management UpSlide Solutions
Content Library.
69
Asset Management Goal
Make money for clients, often work with wealthy individuals focusing on specific asset investments like real estate.
70
Asset Management Deliverables
Due Diligence Reports, Fund Presentations, Pitches to clients, RFPs.
71
Asset Management Pain Points and Solutions
Similar to investment management, uses UpSlide in similar ways.
72
Real Estate Function
Expertise in development, investments, management, and sale of property. Focus more on business investing in real estate.
73
Real Estate - Advisory and Transaction Services
Evaluate real estate, assist clients through transactions.
74
Real Estate - Advisory and Transaction Services Deliverables
Due Diligence Reports.
75
Real Estate - Advisory and Transaction Services Pain Points
Reusing previous presentations, linking complex tables.
76
Real Estate - Advisory and Transaction Services UpSlide Solutions
Content Library, Excel to PPT Link, Smart Format, Smart Painter.
77
Real Estate - Valuation Services function
Research and determine investment potential for clients (for example, value now vs value in the future)
78
Real Estate - Valuation Services deliverables
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
Real Estate - Valuation Services pain points
Formatting charts in Excel and updating data, Finding latest marketing collateral to use
80
Real Estate - Valuation Services UpSlide Solutions
Content Library, Smart Check, Excel Modeling, Excel to PPT link
81
PS (Professional Services) Transaction Advisory - Function
Analyze deals, conduct value investigation for M&A through Financial Due Diligence.
82
PS (Professional Services) Transaction Advisory - Deliverables
Financial Due Diligence reports, Valuation of intangible assets, Financial Reports.
83
PS (Professional Services) Transaction Advisory - Pain Points
Copy and Paste Excel data into PPT, reusing outdated content.
84
PS (Professional Services) Transaction Advisory - UpSlide Solutions
Modeling tools within excel, Excel to PPT link, Library within PPT.
85
PS (Professional Services) Valuations - Function
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
PS (Professional Services) Valuations - Deliverables
Financial Due Diligence, Financial Reports, Valuation Reports
87
PS (Professional Services) Valuations - Pain Points
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
PS (Professional Services) Valuations - UpSlide Solutions
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
PS (Professional Services) Audit & Assurance - Function
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
PS (Professional Services) Audit & Assurance - Deliverables
Audit Reports, Financial Presentations, Improvement Recommendation Decks
91
PS (Professional Services) Audit & Assurance - Pain Points
Reusing Old decks and outdated content, Copy and paste excel into PPT
92
PS (Professional Services) Audit & Assurance - UpSlide Solutions
Excel to PPT link, Library, Special Charts
93
PS (Professional Services) Tax Advisory - Function
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
PS (Professional Services) Tax Advisory - Deliverables
Financial planning reports, Weekly, monthly, yearly tax reports
95
PS (Professional Services) Tax Advisory - UpSlide Solutions
1. UpSlide library 2. Smart Format
96
PS (Professional Services) Restructuring - Function
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
PS Clients
Deloitte, KPMG, Mazars, FTI Consulting

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