Intermediate Structured Finance Modeling: Leveraging Excel, VBA, Access, and Powerpoint with Website

A pragmatic, hands–on approach to reaching an intermediate level of sophistication as a financial modeler
Intermediate Structured Finance Modeling is packed with insight and tips to teach you step by step to expand your current level of organizational, coding, modeling, and financial skills to enhance and develop new and more powerful applications. It expertly employs a code–intensive approach to improve your VBA and Excel skills and demonstrates how to integrate them with a real–life application.
Providing you with a set of immediately applicable modeling approaches, techniques, skills, and examples with a focus on large model development, you will learn how to:Organize and build a set of directories to contain the model system you will developSeparate an existing basic structured finance model into two special–purpose models, an Asset (collateral) model and a Liabilities Structure (bonds) modelExpand the computational, data management, and reporting capabilities of both new modelsEmploy Excel UserForms to build a sophisticated model interfacesIntroduce Access databases and code to manage model data requirements and outputsDramatically expand existing reporting packages, producing more sophisticated analytical resultsAutomate the production of ready–to–use PowerPoint presentationsImprove your model′s ability to distribute its results by integrating Outlook mailing lists
If you have some modeling experience and are confident in your mastery of the fundamental features of VBA and Excel, Intermediate Structured Finance Modeling is the book for you. With working solutions to the challenges of developing larger scale models, you will learn successful intermediate modeling techniques that can be applied to any real–world situation and activity.
This book is the intermediate–level companion volume to A Fast–Track to Structured Finance Modeling, Monitoring, and Valuation: Jump Start VBA, an introductory work on the subject.

Spis treści:
Preface.
Goals of the Book.
What You Should Know.
Setting the Context for Learning.
The Structure of the Book.
A Fish Story.
A Perspective on Modeling.
Approaching This Material.
Style.
A Parting Remark.
On the Web Site.
Acknowledgments.
PART ONE. First Steps.
CHAPTER 1. Introduction.
CHAPTER 2. The Existing Model.
CHAPTER 3. Conventions and Advice.
CHAPTER 4. Segregation of the Existing Model’s Functionality.
CHAPTER 5. Creating the Base Asset Model.
CHAPTER 6. Building the Base Liabilities Model.
CHAPTER 7. Establishing the Model Environment.
PART TWO. Building the New Assets Model.
CHAPTER 8. Designing the New Collateral Cash Flow Generator.
CHAPTER 9. Writing the CCFG Menus and Data Sheets.
CHAPTER 10. Writing the Collateral Data Handling Code.
CHAPTER 11. Writing the Collateral Selection Code.
CHAPTER 12. Writing the Collateral Cash Flow Amortization Code.
CHAPTER 13. Writing the CCFG Reporting Capability.
PART THREE. Building the New Liabilities Model.
CHAPTER 14. Designing the Liabilities Waterfall Model.
CHAPTER 15. Writing the Liabilities Waterfall Model Spreadsheet.
CHAPTER 16. Writing the LWM VBA Code.
PART FOUR. Access, PowerPoint, and Outlook.
CHAPTER 17. Access: An Introduction.
CHAPTER 18. Implementing Access in the CCFG and LWM.
CHAPTER 19. Implementing PowerPoint and Outlook in the CCFG.
PART FIVE. Running the CCFG and the LWM.
CHAPTER 20. Running the Models.
Afterword.
Exhibits Index.
Subject Index.

Nota biograficzna:
WILLIAM PREINITZ has thirty years′ experience in investment banking and structured finance analytics. A former managing director at Citigroup, highlights of his career include the creation and marketing of securitizations backed by 12bR 11;1 mutual fund fees. With a team of ten people over a fifteen–year period, his group concurrently provided analytical structuring support for the over 100 different asset classes contained in the ABCP program of the bank. These included such varied items as movie revenues, fast–food franchise financing, and communication satellite leasing. In conjunction with the bank′s corporate training program, he taught Excel/VBA modeling classes to over 300 people ranging from associates to managing directors.
MATTHEW NIEDERMAIER is currently a vice president in the Structured Finance Group at Markit, where he is a member of a pricing and valuation group focused on agency mortgages and CMOs. Within Markit he has also taught courses in Excel/VBA globally. Prior to Markit he modeled U.S. and Latin American ABS deals at Citigroup, including auto loans, credit cards, and timeshares.

Okładka tylna:
A pragmatic, hands–on approach to reaching an intermediate level of sophistication as a financial modeler
Intermediate Structured Finance Modeling is packed with insight and tips to teach you step by step to expand your current level of organizational, coding, modeling, and financial skills to enhance and develop new and more powerful applications. It expertly employs a code–intensive approach to improve your VBA and Excel skills and demonstrates how to integrate them with a real–life application.
Providing you with a set of immediately applicable modeling approaches, techniques, skills, and examples with a focus on large model development, you will learn how to:Organize and build a set of directories to contain the model system you will developSeparate an existing basic structured finance model into two special–purpose models, an Asset (collateral) model and a Liabilities Structure (bonds) modelExpand the computational, data management, and reporting capabilities of both new modelsEmplo y Excel UserForms to build a sophisticated model interfacesIntroduce Access databases and code to manage model data requirements and outputsDramatically expand existing reporting packages, producing more sophisticated analytical resultsAutomate the production of ready–to–use PowerPoint presentationsImprove your model′s ability to distribute its results by integrating Outlook mailing lists
If you have some modeling experience and are confident in your mastery of the fundamental features of VBA and Excel, Intermediate Structured Finance Modeling is the book for you. With working solutions to the challenges of developing larger scale models, you will learn successful intermediate modeling techniques that can be applied to any real–world situation and activity.
This book is the intermediate–level companion volume to A Fast–Track to Structured Finance Modeling, Monitoring, and Valuation: Jump Start VBA, an introductory work on the subject.