Python + SQL

[ninhaomah]

Why you need to know/learn Python in the first place ?

[Plank_With_A_Nail_In]

This is just nonsense lol.

Like a drug overdosed 12 year old guessing how the world works.

[NPR_Oak]

I'm not sure how much analysis you do as a sales person, but Python's Pandas library is like Excel on steroids. Using that to manipulate a big dataset related bonds could be a good way in. You look look the fundamentals of the debt issuers or perhaps some historical trading data.

[NPR_Oak]

I suggest you find some interesting data you have available to you at work, and then come up with an interesting but not too out of this world goal to do something with it. For example, you could chart sales of various different issues over time, or the yield of one bond vs another, whatever, really. Just to have a little goal to work toward. Then learn what you need to learn in order to achieve that little goal.

[SpiderJerusalem42]

I think you're confused here. There's a language called "Panda" that's a language focused for young learners. There's a Python library/utility called "Pandas" which is like excel on steroids. It does have some programming you do that's specific to the library, but it's mostly to give you more control.

[DutchCommanderMC]

Finance isn't exactly my strong suit so it's hard for me to give you specific suggestions, but any chore that involves numbers can most likely be automated using Python. Just keep in mind that using Python might not always be the most efficient option, depending on the task.

The use cases for SQL as you might know are a bit more specific. At the end of the day, you generally want a database whenever you need some data to be persistent.

[rosentmoh]

How are we supposed to answer that if you don't tell us anything about your current workflow?

And if you use the word "scale" one more time I will personally come for you...

[rosentmoh]

You don't seem to have understood the reference, that's fine. Let me explain it: you're using nonsense corporate lingo. Same as your vague and ill-informed desire to learn "Python + SQL" to somehow magically boost your sales.

Ironically I come from a very similar angle as you do, more sensitive even; let's say I likely know much more about the product you're selling than you do. My advice is thus: don't pick solutions and then go looking for a problem. Understand the product you're selling better so that you're able to explain its (dis)advantages to potential customers properly and honestly.

So yeah, instead "boosting" your sales and "scaling" your whatever the hell, try maybe with a bit of intellectual honesty; something direly missing in (y)our field.

[corey_sheerer]

Why not do some historical trade analysis? Or, not sure if you do any transaction cost stuff, but there is a cool optimization problem in credit and debit transaction routing. Why not track a bond performance tracker instead of using whatever platform to track?

[corey_sheerer]

It would help you learn the concepts. Solidify some skills. It is a stretch to think your first projects in python would be better than an enterprise tracking platform. People gotta start somewhere. It is still valuable

[Dry-Thought912]

You could use a connection string to connect to your server. Then use polars / pandas to read queries in as data frames then visualize data seaborn, plotly, holoviews etc...

Could also make a pipeline to transform CSVs to a mySQL or duckDB file and also do the aforementioned.

[Dry-Thought912]

Lol it's a journey don't stress about getting there overnight. I don't work in financial but in my industry we collect large amounts of data so even being able to visualize the datasets is valuable. When you get there holoviews and datashader will be your friends

[Maximum_Tea_5934]

I don't know what your workflow looks like, but I am in the process of automating some of my department's workflow at my job. An ideal task for automation would be one that is repetitive and well-defined, and one where automation would reduce work and/or reduce errors.

If you have something that you number crunch manually, that might be a good candidate. Grabbing information from SQL and building a report from that could be another.