| Data Ingestion & Cleaning |
Excel/Power Query, Python (pandas), ChatGPT |
Pull fundamentals, prices, and alternative data; normalize calendars/tickers; document lineage. |
Ensures analyses are reproducible and accurate. |
| Financial Modeling & Valuation |
Excel, Power BI, ChatGPT, Python |
Build 3-statement, DCF, comps, and precedent models; generate audit-ready assumptions notes. |
Creates defensible intrinsic and relative valuations. |
| Portfolio Construction & Rebalancing |
Python (NumPy), Power BI, ChatGPT, Excel |
Optimize allocations (mean–variance/Black-Litterman); simulate drawdowns; create rebalance rules. |
Balances return targets with risk constraints. |
| Factor & Risk Analytics |
Power BI, Python (scikit-learn), ChatGPT |
Attribute performance to factors; compute beta, VaR, and tracking error; explain drivers clearly. |
Clarifies what risks the portfolio is actually taking. |
| Macro & Thematic Research |
FRED, World Bank Data, ChatGPT, Excel |
Summarize macro indicators; connect themes to sector/asset impacts; create watchlists. |
Links top-down views to bottom-up ideas. |
| Backtesting & Scenario Analysis |
Python, Power BI, ChatGPT, Excel |
Run historical/Monte Carlo tests; stress against rate, FX, and commodity shocks; narrate limits. |
Builds confidence (and humility) in strategies. |
| ESG & Controversy Screening |
OneTrust, Sustainalytics/MSCI (data), ChatGPT, Power BI |
Integrate screens; summarize controversies; show impact on risk/return. |
Meets mandates and reveals hidden risks. |
| Automation & Research Ops |
Notion, Zapier, ChatGPT, SharePoint |
Template research notes; auto-file charts/tables; maintain change logs. |
Improves throughput and institutional memory. |
| Client/Stakeholder Reporting |
Power BI, Google Slides, ChatGPT, Canva |
Produce monthly factsheets and attribution decks; translate stats into clear narratives. |
Communicates value and maintains trust. |
| Compliance & Policy Alignment |
OneTrust, SharePoint, ChatGPT, Excel |
Document model limits, data sources, and conflicts; generate audit trails for approvals. |
Keeps analysis within legal and fiduciary guardrails. |
| AI Governance & Explainability |
Claude, ChatGPT, Power BI, Python |
Log prompts/models; provide human review; explain model outputs and biases in plain language. |
Makes AI-assisted insights transparent and defensible. |