I have completed my level1 and 2 certification, I am looking to go little deeper into investment banking for an asset management company use cases, modules and lists.
appreciate your feed backs and posts
bala
On the asset management projects I've worked on; the asset management use case itself is always prevalent. Tracking values at both cost and FMV, fees collected (asset management fees, and development/construction and property management fees if it's a real estate project), asset acquisition and disposals on an annual basis (mostly just future forecasts of capital allocation projections), capital stack per asset (GP/LP capital, any debt), cash flow projections and related IRR on an asset and fund basis, what funds each asset belongs too, legal names of the asset, etc. Wall Street Oasis is a great place to learn about the IB/Asset Management industries.
Hi Bala,
Do you have a prebuilt model or are you building a new model?
Hi Seymatas,
looking for building a new model
Congrats on becoming a certified Model Builder! Even if you have got the fundamentals of the Anaplan model architecture, there is still a lot to learn in Anaplan before you build a model.
Here are some key areas for further learning:
1.Application Lifecycle Management (ALM):
2. Data:
Data management can make or break an Anaplan project.
4. User Access Management:
5. Add-ins:
You may also want to explore Excel Add-in and Power BI Add-in if you plan to work with Anaplan data in other tools like Excel or Power BI.
In a typical project, there's usually a Solution Architect (SA) with at least a year of experience and a Model Builder (MB). The SA designs the model, and the MB builds it. If youβve got an SA on your team, you can help build with your new skills, sharpen them, and learn even more along the way.
I will create another post on how to start building an investment banking model.
I hope this helps.
Seyma Tasπ·π
@Baalakrishnaa
Concur with @seymatas1 - congratulations on your certifications. If you want to get really good at investment banking use cases I would recommend, in addition to Seyma's ideas, you thoroughly study the Anaplan financial functions (filter on classic & Financial functions on the right). Polaris has a very limited number of functions so be careful which planning engine you are using. Also IRR and NPV works a little different than you might expect. You'll need some practice using those. I recommend you check your results against Excel to test your accuracy.
Lastly, get comfortable with Line Item Subsets, LIS. This is a feature that lets you turn line items into a list. Very powerful for FP&A use cases.
Hi Jareddolich,
Thanks for the input additions. sure will follow the advice.
Also if possible could u please advice any capex module structure end-to- end implementation for a health care domain company
I appreciate your help
I am trying upload data from a CSV with date. For size reasons, I don't want to dimension the module by date but bring it in as a line item formatted as date. The problem is that person that will be doing the upload is in Italy, and their date format is different. When she does the upload, the date gets messed upβ¦
Hi, when I am assigning the account to the territory I am always facing error as below and account never get assigned to the territory , what could be the reason ? When I use same method for unassign it works .
A while back, I shared a pattern for extracting and reporting on Anaplan audit data using a Python project hosted on GitHub. I wrote that during my time on the Operational Excellence Group (OEG) at Anaplan. The Python solution still works, and plenty of teams are running it today. The problem it solves hasn't changed:β¦
