Role capstone
Full initiation report
Equity Research portfolio artifact 1 of 5
Act as a junior Equity Research analyst. Use public information to produce a decision-ready work product for a manager or interview panel.
Time box: 3-5 focused days
Annual reports, investor presentations, exchange filings, SEBI/RBI/NSE/BSE pages, and official company disclosures.
Deliverables
- Professional brief
- Financial model or analytical workbook
- Presentation deck
- Source log
- Interview talking points
Tools
- Excel or Google Sheets
- Docs
- Slides
- Public filings
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
Built a Equity Research capstone on full initiation report using public sources, structured analysis, and a decision-ready output.
Role capstone
Quarterly earnings model update
Equity Research portfolio artifact 2 of 5
Act as a junior Equity Research analyst. Use public information to produce a decision-ready work product for a manager or interview panel.
Time box: 3-5 focused days
Public transaction announcements, DRHP/RHP filings, exchange releases, rating reports, and company presentations.
Deliverables
- Professional brief
- Financial model or analytical workbook
- Presentation deck
- Source log
- Interview talking points
Tools
- Excel or Google Sheets
- Docs
- Slides
- Public filings
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
Built a Equity Research capstone on quarterly earnings model update using public sources, structured analysis, and a decision-ready output.
Role capstone
Sector market share database
Equity Research portfolio artifact 3 of 5
Act as a junior Equity Research analyst. Use public information to produce a decision-ready work product for a manager or interview panel.
Time box: 5-7 focused days
Public filings, official regulatory material, public datasets, company career/domain research, and a documented source log.
Deliverables
- Professional brief
- Financial model or analytical workbook
- Presentation deck
- Source log
- Interview talking points
Tools
- Excel or Google Sheets
- Docs
- Slides
- Public filings
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
Built a Equity Research capstone on sector market share database using public sources, structured analysis, and a decision-ready output.
Role capstone
Buy-side stock pitch
Equity Research portfolio artifact 4 of 5
Act as a junior Equity Research analyst. Use public information to produce a decision-ready work product for a manager or interview panel.
Time box: 5-7 focused days
Public filings, official regulatory material, public datasets, company career/domain research, and a documented source log.
Deliverables
- Professional brief
- Financial model or analytical workbook
- Presentation deck
- Source log
- Interview talking points
Tools
- Excel or Google Sheets
- Docs
- Slides
- Public filings
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
Built a Equity Research capstone on buy-side stock pitch using public sources, structured analysis, and a decision-ready output.
Role capstone
Research note portfolio
Equity Research portfolio artifact 5 of 5
Act as a junior Equity Research analyst. Use public information to produce a decision-ready work product for a manager or interview panel.
Time box: 7-10 focused days
Public filings, official regulatory material, public datasets, company career/domain research, and a documented source log.
Deliverables
- Professional brief
- Financial model or analytical workbook
- Presentation deck
- Source log
- Interview talking points
Tools
- Excel or Google Sheets
- Docs
- Slides
- Public filings
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
Built a Equity Research capstone on research note portfolio using public sources, structured analysis, and a decision-ready output.