What is it that those busy people in finance DO all day?
The process of becoming or staying in accordance with regulations or other established guidelines or specifications
The process of structuring and building a financial transaction, particularly when there are many parties involved
A process in which investors design a theory, strategy, or guidelines of how they will allocate capital within their portfolio
A process of examining potential investments by asking questions regarding risk and potential return on investments
The right of a shareholder or investor to vote on matters of corporate policy
The method by which an investor plans in advance to get out of an investment at an opportune time. Sometimes called exit strategy
The practice of sharing projections and results related to economic, environmental, and social outputs, outcomes, or impact
The custom of obtaining an opinion on issue of some legal risk of an attorney or someone with legal authority
The process of communicating with a targeted consumer audience in order to persuade them to buy or use a specific product or service, in this case, a financial product or service
Through the negotiation process, the parties involved come to a mutual agreement on price, terms, and how the investment is structured
The process of approaching investors with investment products or fundraising to finance an investment or business opportunity or project
An evaluation of a corporate or municipal bond’s relative risk compared to other bonds
A process to identify and cultivate relationships for future investment opportunities
Underwriters research and assess the risk of a financial transaction and determine how much risk they are willing to take on in the investment.
A process to determine a company or investment’s worth, by looking at future projections, underlying assets, and risks
Within invoice financing, factoring is the process of discounting outstanding invoices to a lender who pays the company a percentage of what the invoices are worth
The systematic and comprehensive recording of financial transactions pertaining to a business. This also refers to the process of summarizing, analyzing, and reporting these transactions
The practice of consulting to a company that the fund has invested in, in order to increase the value of the investment
The official, professional examination of an individual’s or organization’s accounts, including giving an opinion as to their fairness, consistency, and conformity with generally accepted accounting principles
The practice of comparing investment and performance metrics to industry bests and best practices from other companies
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