비즈니스 스킬

Prepare for investment diligence meetings with management, experts, customers, or advisors. Create a one-page brief with prioritized questions, comparison metrics, concerns to investigate, and follow-up requests based on the meeting's purpose and existing findings.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Prepare questions for a management presentation
• Plan an industry expert call
• Check customer satisfaction and renewal intentions

Create and maintain due diligence checklists for acquisitions or investments. Tailor requests to the company and deal, track owners and review status, and summarize missing documents and issues that could affect valuation or deal terms.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing a due diligence request list
• Checking a data room for missing documents
• Tracking review progress across workstreams

Create one to four company profile slides for investment banking pitches, deal materials, and client presentations. Organize researched business details, financial metrics, ownership, and recent developments into compact layouts with tables and charts.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing a company profile for a client pitch
• Summarizing financials and valuation for a deal
• Presenting business segments and major shareholders

Track multiple M&A, financing, or restructuring deals in an Excel workbook. Organize stages, milestones, deadlines, and assigned tasks, flag delays and risks, and prepare a weekly review covering developments and upcoming work.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reviewing progress across multiple active deals
• Tracking bid deadlines and expected closing dates
• Managing assigned tasks and overdue items across deals

Turn company documents, public filings, and other sources into structured Excel workbooks for investment review. Organize financial statements and operating metrics, document sources and adjustments, and check that calculations and statements reconcile.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing financial data for M&A due diligence
• Building materials for investment committee review
• Standardizing reporting across portfolio companies

Draft letters for seller-led M&A processes, including initial offer instructions, final bid requirements, and management meeting invitations. Organize deadlines, submission details, evaluation criteria, and meeting logistics into Word documents for client review.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Requesting initial offers from prospective buyers
• Preparing instructions for final-round bids
• Inviting buyers to management presentations

Drafts a one-page anonymous company profile for sell-side M&A outreach before a confidentiality agreement is signed. It organizes business highlights, financial metrics, and transaction details, then checks for information that could reveal the company’s identity.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing an anonymous company profile for M&A outreach
• Gauging buyer interest before a confidentiality agreement
• Summarizing business strengths, financials, and deal terms

Screen incoming investment opportunities against a fund’s criteria using company sale memoranda, short deal summaries, or broker materials. Extract financials and risks, assess fit, and produce a one-page memo with a recommendation and first-call questions.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Prioritizing incoming investment opportunities
• Checking a company sale memorandum against investment criteria
• Deciding whether to take a first call

Analyze customer profitability and revenue durability for SaaS, subscription, and other recurring businesses. Examine acquisition costs, retention, and revenue trends by customer group, then produce an Excel workbook, summary slide, and issues for further investigation.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Assessing recurring revenue quality in an investment target
• Tracking revenue by customer acquisition year
• Comparing acquisition costs with customer lifetime value

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Rating onboarding risk under firm rules
• Checking for missing or expired documents
• Recording evidence for each rule outcome

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Comparing public company valuations for M&A
• Benchmarking performance against industry peers
• Identifying unusually high or low valuation ratios

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing materials for quarterly or annual client reviews
• Explaining portfolio returns and their main drivers
• Checking asset allocation against agreed targets

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Estimate returns for a potential acquisition
• Compare purchase and exit valuation assumptions
• Stress-test growth and borrowing assumptions

Complete an existing financial model template by entering historical data and forecast assumptions, then linking the income statement, balance sheet, and cash flow statement with formulas. Check statement balances, cash consistency, and scenario behavior as each section is completed.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Complete a partially filled financial model
• Link forecasts across three financial statements
• Check balance sheet and cash flow consistency

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Weekly funding recaps for selected sectors
• Tracking funding rounds at watched companies
• Briefing colleagues on major deals and valuation changes

Review portfolio company financial reports in Excel, PDF, or CSV, compare key measures with budgets and prior periods, and summarize performance trends, warning signs, and compliance with financial conditions in loan agreements.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Reviewing monthly performance against budget
• Preparing financial summaries for board meetings
• Checking financial conditions in loan agreements

Build a prioritized list of potential buyers for a company sale. Assess corporate acquirers and investment funds by business fit, financial capacity, and acquisition activity, then organize leading candidates and contact plans in Excel.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Building a buyer list for a company sale
• Comparing corporate acquirers and investment funds
• Prioritizing buyers for successive outreach rounds

Assess stock, index, or currency options by comparing expected price variability implied by option prices with actual historical variability. Summarize pricing, risk sensitivities, and patterns across expiry dates and exercise prices to inform strategy choices.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Comparing implied and historical volatility
• Examining volatility across expiries and exercise prices
• Reviewing option prices and risk sensitivities

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Comparing bond futures with cash bond prices
• Identifying the cheapest bond to deliver
• Comparing implied financing rates with market rates

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Monitoring a country's economic conditions
• Analyzing the shape of a government yield curve
• Separating nominal rates into inflation expectations and real rates

Prepare for one company's upcoming earnings announcement with a compact HTML report. It combines the latest earnings call, competitor comparisons, valuation measures, and recent news, with links to supporting sources and calculation details.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing a company earnings preview
• Comparing valuation with listed competitors
• Reviewing management guidance and key risks

Prepare a period-end accrual schedule for expenses incurred but not yet fully recorded. Apply company policy, subtract amounts already booked, cite supporting records, and draft journal entries for controller approval, including reversal notes where required.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Preparing an accrual schedule for month-end close
• Calculating audit fee, bonus, or utilities accruals
• Drafting journal entries with supporting references

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.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Checking investor statements before distribution
• Tracing differences in allocated profit or loss
• Checking capital balances across reporting periods

Find stock investment candidates by combining financial filters with research into investment themes. Produce five to ten long or short ideas, each with a rationale and risks, plus a comparison table and priorities for further research.

한국어 요약은 준비 중입니다. 영어 요약을 표시하고 있습니다.

• Finding stocks that meet value, growth, or quality criteria
• Identifying companies that benefit from an investment theme
• Screening short candidates for business or accounting concerns