Create a 10-slide advisory or investment pitch deck
A product, policy, or compliance pack with user flow, risk controls, regulatory reading, metrics, and implementation plan.
Build
Model, memo, dashboard, notebook, or deck.
Explain
Clear assumptions, insight, and recommendation.
Show
Resume bullet and interview story.
What you are doing
You are working as a Investment Banking. Your manager asks you to use Pitch books to answer a real business or investment question and present a decision-ready output.
Show that you can apply Pitch books in a practical analyst workflow, not only explain the theory.
What to make
A product, policy, or compliance pack with user flow, risk controls, regulatory reading, metrics, and implementation plan.
Deliverables
- Brief
- Model or notebook
- Charts or dashboard
- Resume bullet
- Source and assumption log
- One-page executive summary
- Final output file
How to start
- Define the customer, product, process, or regulation.
- Map the user journey and risk points.
- List regulatory constraints and assumptions.
Step-by-step execution
- Create process flow, control checklist, and decision logic.
- Define product or compliance metrics.
- Analyze trade-offs between growth, risk, cost, and user experience.
- Write a memo or PRD with requirements, risks, edge cases, and rollout plan.
- Add monitoring and escalation logic.
Data and sources
- RBI and SEBI official circulars
- NPCI or payment system public resources
- Company product pages
- Public fintech filings or investor decks
- Synthetic customer/application dataset
Tools to use
- Slides
- Excel or Google Sheets
- PowerPoint / Google Slides
- Public filings
Quality rubric
- Regulatory claims link to official sources.
- Controls are practical, not generic.
- Metrics match the business model.
- User flow handles edge cases.
- Recommendation balances growth and risk.
Resume bullet
Built a a product, policy, or compliance pack with user flow, risk controls, regulatory reading, metrics, and implementation plan. for Pitch books, using Slides to convert raw information into a decision-ready finance output.
Interview talk track
- Problem: explain the business question and why it matters for Investment Banking.
- Method: describe the data collected, assumptions made, and analysis performed.
- Decision: state the recommendation, key risk, and what would change your view.