Role capstone5-7 focused daysAdvanced
Client flow analysis
Capital Markets and Sales Trading portfolio artifact 4 of 5
Build
Model, memo, dashboard, notebook, or deck.
Explain
Clear assumptions, insight, and recommendation.
Show
Resume bullet and interview story.
What you are doing
Act as a junior Capital Markets and Sales Trading analyst. Use public information to produce a decision-ready work product for a manager or interview panel.
Show that you can apply Market microstructure, Derivatives, Technical analysis, Fixed income, Risk modeling in a practical analyst workflow, not only explain the theory.
What to make
Capital Markets and Sales Trading portfolio artifact 4 of 5
Deliverables
- Professional brief
- Financial model or analytical workbook
- Presentation deck
- Source log
- Interview talking points
- Source and assumption log
- One-page executive summary
- Final memo PDF
How to start
- Define the portfolio, exposure, product, or process under review.
- Choose risk metrics such as VaR, drawdown, volatility, PD/LGD, limits, or loss frequency.
- Set data assumptions and limitations upfront.
Step-by-step execution
- Clean the dataset and define risk factors.
- Calculate baseline risk metrics and limit usage.
- Run stress scenarios and compare against risk appetite.
- Create a dashboard or memo explaining breaches and trends.
- Recommend actions such as hedge, reduce, monitor, escalate, or change controls.
Data and sources
- Public filings, official regulatory material, public datasets, company career/domain research, and a documented source log.
- NSE/BSE market data
- RBI/SEBI circulars where relevant
- Public historical price data
- Synthetic loss-event dataset
- Company risk disclosures
Tools to use
- Excel or Google Sheets
- Docs
- Slides
- Python
- Google Docs
- Public sources
Quality rubric
- Clear problem statement and role context
- Source-backed assumptions
- Clean model, memo, notebook, or dashboard
- Decision recommendation with risks
- Resume bullet and interview talk track
Resume bullet
Built a Capital Markets and Sales Trading capstone on client flow analysis using public sources, structured analysis, and a decision-ready output.
Interview talk track
- Problem: explain the business question and why it matters for Capital Markets and Sales Trading.
- Method: describe the data collected, assumptions made, and analysis performed.
- Decision: state the recommendation, key risk, and what would change your view.
Linked skills
Fixed incomeAnalyze a bond using duration, convexity, yield, spread, and credit riskDerivativesModel option payoff diagrams and hedge Greeks for one strategyMarket microstructureAnalyze bid-ask spreads, liquidity, and volume patterns for a stockTechnical analysisBacktest a basic trend-following rule and document drawdownsRisk modelingCalculate VaR, expected shortfall, and stress losses for a portfolio
Related projects
Analyze a bond using duration, convexity, yield, spread, and credit riskIndustry-ready proof for fixed incomeModel option payoff diagrams and hedge Greeks for one strategyIndustry-ready proof for derivativesAnalyze bid-ask spreads, liquidity, and volume patterns for a stockIndustry-ready proof for market microstructureBacktest a basic trend-following rule and document drawdownsIndustry-ready proof for technical analysis