As a financial analyst at Investors United, using investment analysis software is integral to my role. We use tools like Bloomberg Terminal, MS Excel, and FactSet to analyze various investment opportunities. In one project, my team was tasked to develop an investment strategy for a mutual fund focusing on emerging markets.
We utilized FactSet to gather comprehensive financial data on several frontier businesses. Simultaneously, we created Excel models to analyze a range of financial ratios and metrics, which included ROE, revenue growth, debt-equity-ratio etc. Additionally, Bloomberg Terminal helped us in tracking real-time market data.
The outcome was a balanced portfolio of high-performing emerging market stocks and bonds. The fund outperformed its benchmark index by 5%, which reinforced the value of investment analysis software in driving informed, strategic decisions.