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标题: Computer Skills Required for Analysts [打印本页]
作者: farrukhsadiq    时间: 2013-4-28 12:40     标题: Computer Skills Required for Analysts

For you analysts out there, what types of software do you use on a daily basis? Also would you consider yourselves experts with it? Also what is needed for risk management, ER, etc.?
作者: bolligerallstar    时间: 2013-4-28 12:41

tyler4040 wrote:
For you analysts out there, what types of software do you use on a daily basis? Also would you consider yourselves experts with it? Also what is needed for risk management, ER, etc.?
Top 3 in order of importance:
1. Excel
2. Excel
3. Excel
Anything else will depend on the products you’re working on and specific role. Also, there really aren’t any industry standards in this business, different firms use different systems whether homegrown or from a third party.
Some possibilities are Bloomberg, Factset, Reuters 3000/Eikon, POINT, Yieldbook, Bondedge, Intex. Most of these are fixed income centric but I’m sure someone can chime in with some Equity stuff, maybe some of the S&P products.
作者: CFA4Techie    时间: 2013-4-28 12:41

Excel - there are some great video tutorials from lynda.com that I used in order to familiarize myself with the shortcuts & the new features.
作者: ikoreaii    时间: 2013-4-28 12:41

I think ti is helpful to know VBA.  I wish I knew more about VBA.  Also, knowledge of the bloomberg terminal is good as well.
作者: Palantir    时间: 2013-4-28 12:41

Excel w/ no keyboard, VBA and possibly this “R” I keep hearing about.  Anything else will tend to be job specific and you’ll learn it there.
作者: cv4cfa    时间: 2013-4-28 12:42

Excel with no keyboard????  What is R?
作者: FVPV    时间: 2013-4-28 12:42

I’ve spent several years as a sell-side and buy-side research analyst, and also some time in private equity/leveraged buyouts too. I can say that the most commonly used software really is Excel. We also used FactSet, CapitalIQ and Bloomberg, but obviously none of these require any advanced technical skills and can be learned on the job.
作者: Spongebob    时间: 2013-4-28 12:42

chibwack wrote:
Excel w/ no keyboard, VBA and possibly this “R” I keep hearing about.  Anything else will tend to be job specific and you’ll learn it there.
Whoops hah, I meant no mouse.
作者: agulani    时间: 2013-4-28 12:42

I hate to repeat but Excel, how to decipher news, and use a research platform are the basics.  By the way I work with a TR Eikon platform and if you can do without the Bloomberg messenger you would be pleasantly surprised at its capabilities at a significantly reduced cost. PM if you have any specific questions.
作者: Elliotbay    时间: 2013-4-28 12:43

chibwack wrote:
chibwack wrote:
Excel w/ no keyboard, VBA and possibly this “R” I keep hearing about.  Anything else will tend to be job specific and you’ll learn it there.
Whoops hah, I meant no mouse.
haha. excel with no keyboard, I’d like to see that one.
作者: Iginla2010    时间: 2013-4-28 12:43

Excel seems to be most important (combined with add-ons from e.g. Bloomberg).
At the moment I wish I knew BIRT Spreadsheet and Crystal Reports, combined with deep SQL knowledge and outer and inner joins etc.
作者: dyga    时间: 2013-4-28 12:43

I like Matlab and R.
作者: Iginla2011    时间: 2013-4-28 12:43

Excel is pretty standard for most stuff.  A lot of the shortcuts help.
A little VBA can add an extra “pow” to your excel work.
R/Matlab is good for modeling and running simulations of stuff too complex to do in excel.  It’s nice for scripting too.
I like Stata for stats, though I might do stats in R as well just because I use it so much.
It’s useful to know how to navigate Bloomberg or CapitalIQ or FactSet, but ultimately it shouldn’t take long to pick up the aspects of these systems that you need.
作者: waldziuchna    时间: 2013-4-28 12:43

anyone use Eviews at work?
作者: marsilni    时间: 2013-4-28 12:44

Eviews is for kids …j/k….when i was writing my dissertation the school i attended was migrating away from using EVIEWS in lectures/seminars because (according to the proffessors) it was not powerful enough…instead we were encouraged to use S-PLUS/MATLAB
作者: yospaghetti    时间: 2013-4-28 12:44

Any tips on how to get free Advanced Excel?



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