Modeling & Analysis

Draft pitch decks, investor memos, one-pagers and financial projections that stay consistent

Build integrated income, balance sheet and cash flow models in Excel

Build comparable company valuation workbooks in Excel

Build discounted cash flow valuation models in Excel workbooks

Build leveraged buyout models with IRR and MOIC outputs in Excel

Build M&A accretion and dilution models in Excel workbooks

Run a discounted cash flow model to estimate the fair value of a public company

Compare CPI, interest rate and sovereign yield histories across countries

Build DCF, sensitivity, Monte Carlo and scenario models for investment decisions

Calculate VaR, CVaR, Sharpe, Sortino and drawdown for portfolio risk

Build 3-5 year startup financial models with runway, burn rate and fundraising scenarios

Fill in three-statement model templates and link income, balance and cash flow

Build comparable company analyses with multiples and peer benchmarking in Excel

Build discounted cash flow models with WACC and sensitivity tables in Excel

Generate due diligence checklists with request lists and red flag tracking

Screen inbound deal flow and CIMs against fund criteria in a one-page memo

Write equity research earnings update reports with beat and miss analysis

Build a pre-earnings preview with bull and bear scenarios and metrics to watch

Write a 4-5 page earnings preview for one company as an HTML report

Generate equity research snapshots with consensus estimates and fundamentals

Draft a structured investment committee memo for PE deal approval

Create equity research initiation reports through a five-task workflow

Fill in LBO model templates with working formulas and validated returns math

Build accretion and dilution merger models with synergy sensitivities

Update financial models with new earnings, guidance and revised assumptions

Build IRR and MOIC sensitivity tables for private equity deal returns

Analyze SaaS unit economics with cohorts, LTV to CAC and net retention

Map post-acquisition value creation levers to an EBITDA bridge and 100-day plan

Summarize analyst price targets, EPS estimates and ratings for a stock

Estimate a stock's intrinsic value with a discounted cash flow model and WACC

Run a full single-stock deep dive with DCF, comps and analyst consensus

Value a stock against peers using peer-median trading multiples

Get a quick snapshot of a stock's sector, market cap, ratios and price trend

Browse prebuilt factor libraries and run IC and IR tests on whole alpha sets

Build portfolios with MPT, Black-Litterman, risk budgeting and all-weather optimizers

Find the root cause of a failed or weak backtest and fix it

Analyze correlations, cointegration, pair trades and dynamic hedge ratios across assets

Detect correlation regimes and attribute market crises with hysteresis-smoothed signals

Analyze credit bonds with ratings, spreads, default risk and urban investment bonds

Analyze dividend stocks for yield quality, payout sustainability and yield traps

Forecast earnings with consensus, bottom-up models and post-earnings surprise signals

Track estimate revisions, guidance shifts and post-earnings drift for US and HK stocks

Test cross-sectional factors with IC and IR analysis, quantile backtests and combinations

Screen and evaluate funds by Sharpe, style drift, manager record and FOF mix

Build macro factor signals from central bank policy, FX and capital flows

Design beta, option and tail-risk hedges with hedge ratios and cost estimates

Apply twelve named investor reasoning lenses to stock and company research

Analyze the economic cycle and central bank policy for asset allocation tilts

Assess company executives on integrity, ability and governance before investing