Role capstone5-7 focused daysAdvanced
Payments unit economics dashboard
FinTech and Financial Platforms portfolio artifact 3 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 FinTech and Financial Platforms analyst. Use public information to produce a decision-ready work product for a manager or interview panel.
Show that you can apply Finance product management, Unit economics, Machine learning, SQL, Python in a practical analyst workflow, not only explain the theory.
What to make
FinTech and Financial Platforms portfolio artifact 3 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
- Define the hypothesis before coding.
- Select universe, date range, frequency, and benchmark.
- Create a reproducible notebook structure: import, clean, signal, test, evaluate, explain.
Step-by-step execution
- Clean and validate the dataset.
- Build signals or factors with no look-ahead bias.
- Run backtest with transaction-cost assumptions.
- Calculate returns, volatility, drawdown, Sharpe, hit rate, beta, and benchmark comparison.
- Write a limitations section explaining survivorship, data quality, and overfitting risk.
Data and sources
- Public filings, official regulatory material, public datasets, company career/domain research, and a documented source log.
- Yahoo Finance or Stooq price data
- NSE/BSE public data
- FRED or World Bank macro data
- Company fundamentals from public filings
- Synthetic data when licensing blocks redistribution
Tools to use
- Excel or Google Sheets
- Docs
- Slides
- Python
- SQL
- Power BI / Looker Studio
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 FinTech and Financial Platforms capstone on payments unit economics dashboard using public sources, structured analysis, and a decision-ready output.
Interview talk track
- Problem: explain the business question and why it matters for FinTech and Financial Platforms.
- Method: describe the data collected, assumptions made, and analysis performed.
- Decision: state the recommendation, key risk, and what would change your view.
Linked skills
PythonAnalyze financial time series with pandas and create reusable notebooksSQLDesign a small financial transactions database and answer analyst queriesMachine learningTrain a baseline credit-risk or churn model and explain model limitsFinance product managementWrite a PRD for a fintech feature with metrics and risksUnit economicsModel contribution margin, CAC payback, and LTV for a startup
Related projects
Analyze financial time series with pandas and create reusable notebooksIndustry-ready proof for pythonDesign a small financial transactions database and answer analyst queriesIndustry-ready proof for sqlTrain a baseline credit-risk or churn model and explain model limitsIndustry-ready proof for machine learningWrite a PRD for a fintech feature with metrics and risksIndustry-ready proof for finance product management