UT MANAGEMENT 220- Bank Analysis Course Project
Question # 00375801
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Updated on: 09/01/2016 02:51 AM Due on: 09/01/2016
Bank Analysis Course Project
Instructions | Grading Rubrics
Instructions
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Class, as one of the central pieces of this class, you are asked to do a research of the bank of your
choice, and develop a comprehensive paper, discussing the financial standing of your bank.
1. access the financial actuals. That is, historical financial data for the past five years for the
bank of your choice, as well as your bank’s competitor.
o
This may be taken from the commercial bank’s web site, or from the SEC web site.
2. develop a Microsoft Excel 2007 spreadsheet model using data given in the Statement of
Financial Position. This should include
o
the balance sheet;
o
income statement; and
o
five to 10 common industry-specific financial ratios for both your selected commercial
bank and its competitor.
3. given your Microsoft Excel spreadsheet, and the information it yields, write a report which
discusses your commercial bank’s strengths and weaknesses.
o
This report must be written using the Microsoft Word 2007.
4. access the prevailing rates set by the Federal Reserve Board.
5.
o
Prepare a chart and analyze your selected commercial bank’s historical profitability
with the Federal Reserve interest rates over the past five years.
o
Discuss how these rates affected your bank’s profitability.
6. read the Annual Report of your selected commercial bank. Answer and discuss the following:
o
What is the announced mission, and future direction, as stated by the bank’s Chief
Executive Officer?
o
Is your commercial bank in a good financial position to achieve those objectives?
7. prepare a forecast of your selected bank’s projected profitability (You forecast this!).
o
Assume that the Federal Reserve Board holds the interest rates “as is" or constant.
o
Discuss the impact this constant interest rate would have on three years of your
bank’s profitability.
8. All the work should be properly cited in your paper per Keller policy, and a reference page
should be included at the end of your Word document.
Instructions | Grading Rubrics
Instructions
Back to Top
Class, as one of the central pieces of this class, you are asked to do a research of the bank of your
choice, and develop a comprehensive paper, discussing the financial standing of your bank.
1. access the financial actuals. That is, historical financial data for the past five years for the
bank of your choice, as well as your bank’s competitor.
o
This may be taken from the commercial bank’s web site, or from the SEC web site.
2. develop a Microsoft Excel 2007 spreadsheet model using data given in the Statement of
Financial Position. This should include
o
the balance sheet;
o
income statement; and
o
five to 10 common industry-specific financial ratios for both your selected commercial
bank and its competitor.
3. given your Microsoft Excel spreadsheet, and the information it yields, write a report which
discusses your commercial bank’s strengths and weaknesses.
o
This report must be written using the Microsoft Word 2007.
4. access the prevailing rates set by the Federal Reserve Board.
5.
o
Prepare a chart and analyze your selected commercial bank’s historical profitability
with the Federal Reserve interest rates over the past five years.
o
Discuss how these rates affected your bank’s profitability.
6. read the Annual Report of your selected commercial bank. Answer and discuss the following:
o
What is the announced mission, and future direction, as stated by the bank’s Chief
Executive Officer?
o
Is your commercial bank in a good financial position to achieve those objectives?
7. prepare a forecast of your selected bank’s projected profitability (You forecast this!).
o
Assume that the Federal Reserve Board holds the interest rates “as is" or constant.
o
Discuss the impact this constant interest rate would have on three years of your
bank’s profitability.
8. All the work should be properly cited in your paper per Keller policy, and a reference page
should be included at the end of your Word document.
-
Rating:
/5
Solution: UT MANAGEMENT 220- Bank Analysis Course Project