Finance

Track and organize upcoming catalysts, earnings dates, and market-moving events for equity research coverage.

Analyze quarterly earnings results against estimates, dissect key drivers, and summarize implications for your thesis.

Generate a structured earnings preview note with consensus estimates, key watchpoints, and scenario analysis ahead of results.

Generate and screen new investment ideas using structured frameworks for identifying mispriced securities.

Build a comprehensive initiating coverage note with investment thesis, valuation, risk factors, and price target.

Update financial models with new data, revise estimates, and document changes to key assumptions and price targets.

Produce a structured morning research note summarizing overnight developments, market moves, and key items to watch.

Write a comprehensive sector overview covering industry dynamics, competitive landscape, valuation, and key themes.

Track and monitor investment thesis milestones, update conviction scores, and flag when thesis assumptions are being tested.

Build an integrated income statement, balance sheet, and cash flow model with proper linkages and driver-based forecasting.

Audit financial spreadsheets for formula errors, broken links, hardcoded values, and structural inconsistencies.

Clean and standardize raw financial data — fix formatting, remove duplicates, normalize units, and prepare for analysis.

Map the competitive landscape for a company or sector, identifying key players, positioning, and market share dynamics.

Build a comparable company analysis with standardized financial metrics, trading multiples, and peer group benchmarking.

Build a discounted cash flow model with scenario analysis, sensitivity tables, and WACC derivation.

Refresh and update an existing financial presentation deck with new data, revised charts, and updated commentary.

Review investment banking presentation decks for accuracy, consistency, formatting standards, and completeness.

Build a leveraged buyout model with debt schedule, returns analysis, and sensitivity tables for private equity transactions.

Create structured PowerPoint templates for financial presentations with consistent formatting, master slides, and data placeholders.

Create new financial analysis SKILL.md files by extracting workflows from existing processes and formatting them as reusable skills.

DCF valuation, budgeting, forecasting, and SaaS metrics analysis — financial modeling and analysis from a professional analyst perspective.

Build a structured buyer list for M&A processes, categorizing strategic and financial buyers by fit, capacity, and likelihood.

Build a Confidential Information Memorandum with structured sections covering business overview, financials, and investment highlights.

Track live M&A and financing deal processes, manage timelines, counterparty lists, and milestone documentation.

Compile and format comprehensive financial data packs with historical financials, KPIs, and management-ready exhibits.

Build an M&A merger model with accretion/dilution analysis, synergy modeling, and pro forma financial projections.

Create investment banking pitch decks with credentials, situation analysis, strategic alternatives, and process recommendations.

Draft M&A process letters with bid instructions, data room access details, NDA requirements, and timeline guidance.

Generate concise one-page company strip profiles with financial summary, valuation, and key investment metrics.

Write an anonymous M&A teaser document highlighting investment highlights and financial profile without disclosing company identity.

Analyze bond futures basis relationships, cheapest-to-deliver dynamics, and carry trade opportunities in fixed income futures markets.

Identify relative value opportunities across the yield curve, sectors, and credit quality tiers in fixed income markets.

Conduct equity research analysis using LSEG data infrastructure, covering valuation, fundamentals, and consensus tracking.

Analyze fixed income portfolios for duration, credit exposure, yield, and risk-adjusted performance using LSEG data.

Identify and analyze foreign exchange carry trade opportunities, modeling interest rate differentials, volatility, and risk-adjusted returns.

Monitor macro rates environment across global markets, tracking central bank policy, yield curves, and inflation expectations.

Analyze options volatility surfaces, term structure, and skew across asset classes to identify mispricings and trading opportunities.

Develop interest rate swap curve strategies, analyzing spread relationships, basis dynamics, and relative value across tenors.

Screen incoming deal opportunities against investment criteria, producing structured assessments of fit, size, and return potential.

Build and maintain deal sourcing pipelines, identify target companies, and track relationship development with intermediaries.

Prepare structured question sets and talking points for management meetings and expert calls during due diligence.

Generate comprehensive due diligence checklists covering financial, legal, operational, and commercial workstreams for PE transactions.

Write investment committee memos with thesis, diligence findings, financial analysis, risk factors, and return expectations.

Assess portfolio company readiness for AI adoption across data infrastructure, use cases, and implementation capability.

Monitor portfolio company performance against plan, tracking KPIs, budget variance, and value creation initiatives.

Analyze and model investment returns including IRR, MOIC, DPI, and TVPI across different exit scenarios and timelines.

Analyze unit economics for portfolio companies, modeling CAC, LTV, payback periods, and contribution margins.

Build structured value creation plans with strategic initiatives, operational KPIs, and milestone tracking for portfolio companies.

Align sales, marketing, and customer success operations — pipeline health, forecasting accuracy, GTM efficiency metrics, and RevOps infrastructure.

Master SaaS financial health — ARR, MRR, churn, LTV, CAC payback, magic number, and Rule of 40. Understand what your metrics are telling you and what to fix.

Generate earnings preview analysis using S&P Global data, covering consensus estimates, historical beats, and sentiment indicators.

Compile and analyze funding round data from S&P Global, tracking venture capital activity, deal sizes, and sector trends.

Generate concise company tear sheets using S&P Global data with key financials, ownership, credit ratings, and market data.

Generate comprehensive client portfolio reports with performance attribution, market commentary, and forward-looking guidance.

Prepare for client review meetings with portfolio summary, talking points, agenda, and personalized market context.

Build comprehensive financial plans covering goals, cash flow, investment strategy, tax efficiency, and estate planning.

Create tailored investment proposals matching client goals, risk tolerance, and time horizon to a recommended portfolio strategy.

Analyze portfolio drift from target allocation and generate rebalancing recommendations with tax and transaction cost considerations.

Identify tax-loss harvesting opportunities in client portfolios while maintaining investment exposure and avoiding wash sale rules.