Planning, sales, accounting, legal, and project management (3.7K skills)
Analyze price differences between bond futures and cash bonds, identify the cheapest bond to deliver, and compare implied financing rates with market rates. Present valuation tables and historical context to assess potential basis trades.
Evaluates currency trades that aim to earn interest rate differences. It combines spot and forward prices, expected volatility, and historical trends to compare potential returns against risk across holding periods and present trade recommendations.
Review a bond portfolio by combining prices, yields, sensitivity to interest rates, holdings breakdowns, and projected payments. Produce portfolio summaries and scenario tables that show how rate changes could affect gains and losses.
Build dashboards that combine economic indicators, bond yields, market inflation expectations, and swap rates. Summarize the economic cycle, policy outlook, and financial conditions, including real interest rates, which account for expected inflation.
Apply a firm's customer verification and anti-money-laundering rules to structured onboarding records. Produce risk ratings, rule-by-rule findings, missing-document lists, and review routing with supporting evidence, while leaving approval to human reviewers.
Analyze interest rate swaps, contracts that exchange interest payments, across maturities. Compare swap rates with government yields and inflation expectations, then present curve measures and trade proposals with balanced interest rate exposure, holding returns, and risk limits.
Prepare for investment client meetings by organizing account performance, comparing current and target asset allocations, and identifying discussion points. Create a one-page review summary, performance tables, allocation charts, an agenda, and recommended actions.
Complete Excel templates for leveraged buyouts, acquisitions financed partly with debt. Add linked formulas for funding, operations, debt repayment, and investment returns, then check calculations and formatting while reviewing each major section with the user.
Create client investment reports covering portfolio returns, asset allocation, holdings, market commentary, and account activity. Prepare quarterly or annual reports with firm branding in PDF or Word, with an optional Excel data appendix.
Create a personalized investment proposal for a prospective client, covering goals, asset allocation, projected outcomes, fees, and transition steps. Outputs include a branded PowerPoint presentation, a PDF version, and a one-page summary for follow-up.
Draft investment committee memos for private equity deals, investments in privately held companies. Combine due diligence findings, financial analysis, deal terms, return scenarios, and risks into a structured document with a clear recommendation.
Prepare a one-page briefing before a company's quarterly earnings report. Gather market estimates, rank key metrics, and outline optimistic, baseline, and pessimistic scenarios, including the developments that could influence the stock's reaction.
Estimate private equity deal returns across purchase prices, borrowing levels, growth assumptions, exit prices, and holding periods. Produce Excel sensitivity tables showing annualized returns and investment multiples, plus scenario comparisons and a one-page investment committee summary.
Check investor statements against a fund's NAV pack, the records of its net asset value. Recalculate each investor's capital balance, compare statement lines, and report discrepancies with their causes before statements are distributed.
Build an Excel comparison of public companies using financial performance, valuation ratios, and statistical benchmarks. The spreadsheet includes formulas, source notes, medians, and quartiles to show how each company compares with its peers.
Assess whether bonds are expensive, cheap, or fairly priced by comparing yields with government rates and credit risk benchmarks. Combine spread breakdowns, historical context, and interest rate scenarios into tables and a recommendation.
Prepare concise Word profiles of public or private companies using S&P Capital IQ data. It adapts business and financial information for equity research, M&A, acquisition planning, or sales meetings, with checked calculations and clearly marked missing data.
Prepare a one-page morning briefing on covered stocks, overnight news, earnings, and the day's key events. Add a clear view of stock implications, plus trade ideas and risks when relevant, for a quick team discussion.
Maintain the reasoning behind portfolio holdings and watchlist companies. Record new developments, assess whether they support or weaken each argument, and produce an updated scorecard with confidence levels, upcoming events, and possible position changes.
Create quarterly earnings reports for companies already being followed. Compare results with market expectations, explain differences, revise forecasts, and assess the investment case in a Word document with charts, summary tables, and linked sources.
Builds an Excel model to estimate a company’s equity value from future cash flows. It calculates financing costs, compares three business scenarios, and shows how changes in growth, margins, and other assumptions affect valuation.
Prepare an initial equity research report through five separate tasks covering company research, financial forecasts, valuation, charts, and report assembly. Outputs include research notes, an Excel financial model, chart files, and a detailed Word report.
Create a single PowerPoint slide summarizing recent funding activity in selected sectors or companies. Using S&P Global Capital IQ data, it highlights funding totals, company valuations, major investors, key trends, and links to individual deals.
Track upcoming events that may affect investments, including earnings, product launches, regulatory decisions, and economic releases. Create a sortable Excel calendar and weekly preview covering event importance, expectations, and potential effects on existing positions.