Im working in AUM reporting side and looking to automate some daily and monthly processes that are done in excel. I know it is possible with python but I know little to no python any suggestions? Or any other software that may be able to help!

like
Posting as :
works at
You are currently posting as works at

I work in reporting, Tableau is highly useful

like

I have to be another voice for Tableau here. It has helped with so many aspects.

I have done some automated financial analyses in SSRS using SQL. You can set up daily subscriptions to it. I have equally done some in Power BI(Low Code).

like

Data camp has a good curriculum. Python is not scary. Get learning!!

like

We use Power BI and have been able to recreate excel AUM reports for our teams without using any programming languages. They are not exactly the same in looks but tell the same story. I highly recommend PBI because Power Query is built into it, you can easily download visual data to excel and embed paginated reports.

like

Related Posts

A colleague told me today that Google separates Product Manager and Product Owner as two separate roles. I believe that one PM role is preferred in the industry and most modern software companies, especially FAANG companies, only have PMs. Just curious what others have experienced and if I'm correct in my assumption.

like

What are some high paying career paths that an auditor can pursue? Slaved for 3 years and not even 4k, while every single one of my peers in IT are at minimum 5k with good wlb...... accountants dont seem to get paid remotely well here

like

What are my chances in IT if I join HPE now? I heard they use mostly legacy tools and tools limited to HPE only. Does it affect my job search in future?

@cisco @vmware @HPE

like

Alston & Bird LLP Does anyone have any insight into associate pay, bonuses, min billable hours, and general work/life balance at Alston & Bird LLP? (DC Office)

like

So here in CA there is a lot of talk about certain jurisdictions doing virtual jury trials. As a firm we won’t agree to it and if push comes to shove we’ll take it up on. Writ. What is everyone else’s opinion?

like

What’s a low key great city/township for golf in GA? Gonna go in Feb

like

Are there any good short instructional videos for Google Docs and Slides? A 6th grader today asked how to center a title...they supposedly have been using this since 4th grade...

Hey Computer Science teachers! The 2022 Computer Science Teachers Association conference is in Chicago! Who plans on going?

like

Larsen & Toubro Infotech Larsen & Toubro Infotech

like

Hello Everyone
I have a offer from pwc for senior associate role for 6 yoe, I have another offer as well.
any suggestions pwc revise offer or match the ctc of another company.

like

Shout out to everyone who’s ever had a white paper to “copyedit” that they just ended up rewriting entirely. I’m there today.

likefunny

Hi Please provide me 11 likes or love to start DM

likeupliftinghelpful

Does jp Morgan provides headset too

like

What was the salary hike for deputy manager and assistant manager this year?

like

Hi Guys,

I currently have two offers in hand with similar package.

One is from FIS Global for position of Business Systems Analyst and other is from PayPal for Underwriting Analyst.

Really confused between the two.

like

What is everyone using for labs in the distance learning mode?

like

I just had an L7 sdm interview with Google. Seemed to go very well except one of two system design interviews. The one went great and one went ok until they asked me to estimate the cpu/ram/server needed to handle the workload. I could give a great answer. We shall see.
Google

Is there a way to identify duplicate URLs within labeled hyperlinks on multiple columns/rows/cells?

I was thinking conditional format, but it’s identifying duplicate labels. I have over 80,000 cells, so extracting URLs manually isn’t going to work for me.

Thanks in Advance!

Can someone please take a look at my resume

Post Photo
like

Additional Posts in Asset / Investment Management

Is there anyone who can discuss the current development trend of the world economy? I am very willing to learn and share what I know.

like

Dreaming of less stress and more freedom these days. What would you all be doing if you weren't in this field?

like

Not sure if this is the best place but I have my first round with JPM for quantitative research analyst but not sure what to expect. Can any one share any insights or pointers? Been really looking for this opportunity and not sure where to start besides brushing up on my work experience. Any technicals or coding questions that I should anticipate?

like

What are some things to focus on in writing a cover letter? This would be for an Associate level position. I imagine it should be different than for an entry level role?

like

How much was your bonus this year?

like

Tips for doing a first stock pitch? I have a good grasp on what the company actually does, business risks, main competitors. How much do I talk about valuation, and what should I really be mentioning or focusing on here?

like

Working as a summer analyst in private wealth management this summer and just got a return offer at GS. Anyone have any experience with salaries, exit ops, etc. pressured between taking the return and looking for something with more optionality.

like

What is the average % bonus of base in big AM firms? Have an offer and debating between that and another finance route that I know pays a large bonus if performing well

like

Just curious to how my firms (wealth management/bank/trust) comp compares with others out there. I received a promotion earlier this year from an Investment Advisor, AVP to Senior Investment Advisor, VP and moved from $110K to $140K ($130 salary + $10K discretionary bonus) all in. By meeting expectations in 2 pay cycles, the base bumps up to $175K + bonus. Grown in this role over about 10 years with the same firm, MBA + CFA; top 10 city and living comfortably as dual income household.

like

Any views on what is the offer for Morgan Stanley Alternative Investments Associate role in NYC. The role is for business Analyst.Morgan Stanley

like

Hi, Can someone suggest what should be expected base and other compensation for the Principal PM role at the NYC location For a banking client with 12YR Experience as a total?

Thanks in advance for your help.

like

Currently interviewing at JPMorgan in their CIB division for a associate operations role. Have met with 5 people for two different teams and another person for another team, all of which I believe are 3 total open positions for 3 different teams. Any insight on the interview process or how long it takes or any sort of idea to give me on what I could look for that might help me believe I might get an offer? Checked my online application again recently and still says “In Consideration”

like

Has anyone taken the CAIA ? Any tips ?

like

Hey guys, so I have competing offers. One at Bank of America for 124, and one at Allspring for 110.

Does anybody work at Allspring? They did not provide any information regarding benefits, 401k match, or any annual bonus structure. I was told, verbally, that the Bank of America bonus is something like 15 to 20%, but nothing in writing.

Just wondering if anyone has any knowledge about compensation structure at Allspring, or any opinions on the culture there. I would be in Charlotte.

like

Any needs a great cfa tutor dm me.

like

Interviewing for an Equity Research Associate position at Wells Fargo, with a case study analysis being the next part of the process. Anyone have any insight or experience into the type of study this will be? Any insight is appreciated, thanks.

like

Can anyone help with a rough comp guideline for BlackRock UK iSW relationship manager in London? Thank you

like

Im a junior level analyst at working in Asset servicing. I want to move to Equity research in about a year. What would I need skills wise to be able to move. (More context I’ve got a masters in finance and no prior work experience. Based on the UK)

like

How should I pivot to Wealth Management as a Credit Analyst for a commercial bank? I’ve worked as a credit analyst for about a year after graduating in finance last year. I also interned at a wealth management firm while in college. Any advice is appreciated!

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Scan your QR code to download
Fishbowl app on your mobile

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal