策划、销售、财务、法务、项目管理（3701 个）
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.
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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.
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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.
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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.
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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.
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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.
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Structure a post-acquisition improvement plan linking revenue, cost, and operational initiatives to EBITDA, a profit measure. Produce a roadmap with 100-day priorities, performance targets, responsible owners, and an Excel model showing each initiative’s profit contribution.
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Review quarterly updates and financials across portfolio companies to identify practical AI opportunities. Rank them by estimated profit impact, speed, and feasibility, then outline first steps and approaches that other companies can reuse.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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