Role capstone3-5 focused daysAdvanced
Climate finance deal memo
Emerging Finance Roles portfolio artifact 2 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 Emerging Finance Roles analyst. Use public information to produce a decision-ready work product for a manager or interview panel.
Show that you can apply ESG analysis, Climate finance, Machine learning, Python, Portfolio construction in a practical analyst workflow, not only explain the theory.
What to make
Emerging Finance Roles portfolio artifact 2 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 output file
How to start
- Choose a public acquisition or create a realistic buyer-target pair.
- Capture buyer and target financials, share count, debt, cash, and valuation multiples.
- Define transaction structure: cash, stock, debt, or mixed consideration.
Step-by-step execution
- Build standalone buyer and target earnings.
- Estimate purchase price, financing cost, share issuance, and synergies.
- Calculate accretion/dilution under base/upside/downside synergy cases.
- Explain strategic rationale, integration risk, and valuation fairness.
- Create a one-page recommendation for whether the buyer should proceed.
Data and sources
- Public transaction announcements, DRHP/RHP filings, exchange releases, rating reports, and company presentations.
- Acquirer and target filings
- Deal press release
- Investor presentation
- Exchange announcements
- Public news coverage
Tools to use
- Excel or Google Sheets
- Docs
- Slides
- Python
- Public filings
- Google Docs
- Excel
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 Emerging Finance Roles capstone on climate finance deal memo using public sources, structured analysis, and a decision-ready output.
Interview talk track
- Problem: explain the business question and why it matters for Emerging Finance Roles.
- Method: describe the data collected, assumptions made, and analysis performed.
- Decision: state the recommendation, key risk, and what would change your view.
Linked skills
Portfolio constructionBuild a model portfolio and rebalance it using stated constraintsPythonAnalyze financial time series with pandas and create reusable notebooksMachine learningTrain a baseline credit-risk or churn model and explain model limitsESG analysisScore a company using BRSR and sustainability disclosuresClimate financeAnalyze a green bond or climate project finance case
Related projects
Build a model portfolio and rebalance it using stated constraintsIndustry-ready proof for portfolio constructionAnalyze financial time series with pandas and create reusable notebooksIndustry-ready proof for pythonTrain a baseline credit-risk or churn model and explain model limitsIndustry-ready proof for machine learningScore a company using BRSR and sustainability disclosuresIndustry-ready proof for esg analysis