Financial & Analytical Skills

✔ Financial Modelling –Building and analysing financial models in Excel (DCF, LBO, M&A, etc.).

✔ Valuation Techniques –DCF, Comparable Company Analysis, Precedent Transactions.

✔ Accounting & Financial Statements Analysis –Balance Sheet, Income Statement, Cash Flow analysis.

✔ Equity & Debt Markets –Understanding capital markets, IPOs, and bond issuance.

✔ M&A and Deal Structuring –Assessing synergies, due diligence, and transaction modelling.

Technical & Data Skills

✔ Excel for Financial Analysis –Advanced formulas, macros, and automation.

✔ PowerPoint & Pitch Decks –Creating client-ready presentations for investment decisions.

✔ Python for Finance –Data analysis, risk modeling, and automation.

✔ Power BI & Financial Data Visualization –Turning financial data into actionable insights.

✔ Bloomberg & Financial Databases –Extracting and analyzingmarket data.

Market & Industry Knowledge

✔ Understanding of Global Markets –Macro trends, economic indicators, and financial instruments.

✔ Regulatory & Compliance Awareness –SEC, FINRA, Basel III, and other regulations.

✔ Industry-Specific Analysis –Sector expertise (Tech, Healthcare, Energy, etc.).

✔ Risk Management & Hedging –Credit risk, market risk, and hedging strategies.

Soft & Professional Skills

✔ Communication & Presentation –Effectively conveying financial insights to clients and stakeholders.

✔ Problem-Solving & Critical Thinking –Evaluating investment opportunities and structuring deals.

✔ Attention to Detail & Accuracy –Ensuring precision in financial models and reports.

✔ Negotiation & Persuasion –Structuring deals and advising on transactions.

✔ Time Management & Multi-Tasking –Handling multiple deals and deadlines efficiently

Financial Analysis & Valuation

✔ Financial Statement Analysis –Deep dive into balance sheets, income statements, and cash flow statements.

✔ Ratio Analysis & Financial Benchmarking –Assess company performance using profitability, liquidity, and efficiency ratios.

✔ Valuation Techniques –Master Discounted Cash Flow (DCF), Comparable Company Analysis (CCA), and Precedent Transactions.

✔ Corporate Finance & Capital Budgeting –Evaluate investment projects, cost of capital, and capital structure decisions.

✔ Equity Research & Investment Thesis –Analyze industries, companies, and competitive positioning for stock recommendations

Financial Modelling & Excel Mastery

✔ 3-Statement Financial Modeling –Develop integrated balance sheet, income statement, and cash flow projections.

✔ Scenario & Sensitivity Analysis –Assess business risks by adjusting key assumptions

✔ Forecasting & Revenue Modeling –Build bottom-up and top-down forecasting models for business valuation.

✔ Data Visualization in Excel –Create dynamic charts, dashboards, and financial presentations.

✔ Debt & Equity Financing Models –Structure models for capital raising, IPOs, and debt refinancing.

Statistical & RiskAnalysis

✔ Market & Credit Risk Analysis –Evaluate interest rate risk, default risk, and creditworthiness of companies.

✔ Statistical & Regression Analysis –Apply statistical techniques to forecast financial trends.

✔ Stress Testing & Scenario Analysis –Analyze financial health under economic downturns and crisis scenarios.

✔ Large Financial Data Analysis –Process and analyze large financial datasets efficiently.

✔ Derivatives & Hedging Strategies –Use options, futures, and swaps to manage risk exposure

Financial Dashboarding with Excel and Power BI

✔ Data Cleaning & Integration –Process financial data from Excel, SQL, Bloomberg, and other sources.

✔ Interactive Financial Dashboards –Build real-time dashboards for revenue tracking, portfolio analysis, and financial KPIs.

✔ Power Query & DAX Functions –Use advanced calculations and transformations for financial reporting.

✔ Market & Stock Performance Visualization –Create dynamic visuals to track market trends and stock performance.

✔ Scenario & Trend Analysis –Develop dashboards for risk assessment and economic forecasting.

✔ Corporate Finance & FP&A Reporting –Monitor P&L statements, cash flow trends, and variance a

Statistical Analysis

✔ Descriptive & Inferential Statistics –Understanding financial data distributions

✔ Time-Series & Regression Analysis –Predicting risk trends & correlations

✔ Monte Carlo Simulations –Scenario-based risk modelling

✔ Value at Risk (VaR) & Expected Shortfall –Measuring market risk exposure

✔ Stress Testing & Scenario Analysis –Evaluating financial shocks

Python for Finance

✔ Data Manipulation & Automation –Using Pandas & NumPy for risk analysis

✔ Risk Modeling& Forecasting –Applying machine learning & AI

✔ Monte Carlo & VaRCalculations –Simulating risk exposure

✔ Derivative Pricing & Hedging –Using Python for complex financial instruments

✔ BacktestingRisk Models –Evaluating model effectiveness

Market Risk

✔ Market Risk Measurement (VaR, CVaR) –Quantifying risk exposure

✔ Interest Rate & FX Risk Analysis –Performing risk analysis

✔ Risk modelling –Building VaRmodels including Historical simulation, EWMA, Monte Carlo simulation VaRmodels

✔ Risk Model Validation & Backtesting–Ensuring model accuracy

✔ Option Greeks & VaR–Computing and analyzingrisk sensitivities & Options VaRfor trading portfolios

Credit Risk

✔ Probability of Default (PD) & Loss Given Default (LGD) –Credit risk modeling

✔ Credit Scoring & Rating Models –Assessing borrower risk

✔ Loan Portfolio Risk Management –Monitoring credit exposure

✔ IRB Approaches for Credit Risk Measurements

✔ Credit Risk Stress Testing –Assessing economic downturn impacts

Counterparty Credit Risk (CCR)

✔ Understanding and computing CCR exposures –EE, EPE, EEPE, PFE

✔ CCR Risk landscape –Understanding the latest regulations such as SA-CCR, SA-CVA

✔ Exposure at Default (EAD) Modeling–SA-CCR models

✔ SA-CVA, BA-CVA and IMM-CVA –Calculating impact of credit spread widening for counterparty

✔ Wrong-Way Risk Analysis –Identifying adverse dependencies

Regulatory Risk –Basel III & FRTB

✔ Basel III Capital & Liquidity Standards –Compliance & risk frameworks

✔ Fundamental Review of the Trading Book (FRTB) –New market risk guidelines

✔ Internal Models vs Standardized Approach –Regulatory capital calculations

✔ Liquidity Risk & LCR/NSFR Requirements –Managing short-term funding risks

✔ Stress Testing & ICAAP –Ensuring regulatory capital adequacy

Liquidity Risk & FR 2052a

✔ Liquidity Coverage Ratio (LCR) & Net Stable Funding Ratio (NSFR) –Managing short-term & long-term liquidity risk

✔ FR 2052a Reporting & Compliance –Understanding regulatory liquidity reporting requirements

✔ Liquidity Stress Testing –Assessing funding resilience under stress scenarios

✔ Cash Flow & Contingency Planning –Managing liquidity buffers and emergency funding strategies

✔ Intraday Liquidity Management –Monitoring real-time liquidity positions

✔ Asset & Liability Management (ALM) –Balancing funding sources & obligations

Technical Analysis

✔ dentifying trades using price action based strategies

✔ Applying RSI, MACD, EMAs and Bollinger Bands based strategies for trade signals

✔ Understanding demand and supply zones where institutions buy and sell

✔ Blending Technical Analysis with Volume, OI , PCR analysis for Options Trading

✔ Developing discretionary and rule-based trading strategies

Quantitative Trading

✔ Statistical arbitrage and mean reversion strategies

✔ Backtestingand performance optimization of trading models

✔ Time series analysis and volatility modelling

✔ Using machine learning for predictive trading signals

✔ Implementing factor-based and momentum trading strategies

Algorithmic Trading

✔ Developing automated trading strategies using Python

✔ Market microstructure HFT principles and order book analysis

✔ Implementing execution strategies (TWAP, VWAP, Iceberg Orders)

✔ Risk controls and monitoring for algorithmic strategies

✔ API integration and real-time data handling

Equity Trading

✔ Understanding market structure, order types, and execution venues

✔ Analyzing earnings reports, economic indicators, and sentiment

✔ Trading intraday, swing, and position strategies in equities

✔ Leveraging fundamental and technical factors for stock selection

✔ Managing portfolio risk and diversification strategies

✔ Using leverage and margin effectively in stock trading

Options Trading

✔ Understanding options pricing models (Black-Scholes, Binomial)

✔ Using the Greeks (Delta, Gamma, Vega, Theta) for risk management

✔ Implementing spreads, straddles, and strangles for strategy building

✔ Trading volatility through VIX and implied volatility strategies

✔ Hedging portfolios using options-based strategies

✔ Structuring income-generating options strategies

Derivatives Trading

✔ Understanding futures, swaps, and forward contracts

✔ Hedging and speculation using derivatives instruments

✔ Trading commodity, currency, and fixed-income derivatives

✔ Implementing risk management strategies using derivatives

✔ Using Options Analytics to refine Trades

✔ Using Technical Analysis for Derivatives Trading

✔ Integrated Trading Plan for trading F&O

Programming & Data Manipulation

✔ Master Python and R for data analysis, automation, and machine learning.

✔ Use Pandas and NumPy for efficient data wrangling and preprocessing.

✔ Work with SQL to extract and manipulate structured datasets.

✔ Optimize data processing with parallel computing and vectorized operations.

✔ Automate workflows using scripting and API integration.

✔ Implement Spark for big data processing and distributed computing

Statistical & Machine Learning Skills

✔ Apply probability, hypothesis testing, and statistical inference for decision-making.

✔ Build predictive models using regression, clustering, and classification algorithms.

✔ Implement deep learning models with TensorFlow and PyTorch.

✔ Tune hyperparameters and optimize models using cross-validation techniques.

✔ Develop ensemble models (Random Forest, XGBoost) for robust predictions.

✔ Understand A/B testing and experimental design for data-driven decision-making.

Data Visualization & Business Intelligence

✔ Create insightful visualizations using Matplotlib, Seaborn, and Plotly.

✔ Design interactive dashboards in Power BI and Tableau for real-time analytics.

✔ Apply storytelling techniques to present data-driven insights effectively.

✔ Use D3.js for advanced web-based data visualizations.

✔ Develop automated reporting solutions to streamline business intelligence.

✔ Optimize dashboards for performance and user experience

Big Data & Cloud Computing

✔ Work with Hadoop and Spark for processing large-scale datasets.

✔ Utilize cloud platforms like AWS, GCP, and Azure for scalable solutions.

✔ Deploy machine learning models using cloud-based services like SageMaker.

✔ Implement data lakes and warehouses for efficient data storage and retrieval.

✔ Optimize big data workflows for real-time processing and analytics.

✔ Use Kubernetes and Docker for model deployment and scalability

AI & Deep Learning Applications

✔ Build neural networks using TensorFlow and PyTorchfor complex tasks.

✔ Apply NLP techniques for text analysis and sentiment classification.

✔ Work with computer vision models for image recognition and object detection.

✔ Implement reinforcement learning for decision-making optimization.

✔ Optimize deep learning models using transfer learning and fine-tuning.

✔ Use GANs and autoencoders for advanced AI applications

Domain Knowledge & Problem-Solving

✔ Understand business challenges and frame data science problems effectively.

✔ Apply data-driven insights to finance, healthcare, retail, and marketing.

✔ Develop fraud detection models for financial risk assessment.

✔ Use demand forecasting for supply chain optimization.

✔ Work with customer segmentation models for targeted marketing strategies.

✔ Enhance recommendation systems using collaborative and content-based filtering.

Financial & Analytical Skills

✔ Financial Modelling –Building and analysing financial models in Excel (DCF, LBO, M&A, etc.).

✔ Valuation Techniques –DCF, Comparable Company Analysis, Precedent Transactions.

✔ Accounting & Financial Statements Analysis –Balance Sheet, Income Statement, Cash Flow analysis.

✔ Equity & Debt Markets –Understanding capital markets, IPOs, and bond issuance.

✔ M&A and Deal Structuring –Assessing synergies, due diligence, and transaction modelling

Financial Modelling & Excel Mastery

✔ 3-Statement Financial Modeling –Develop integrated balance sheet, income statement, and cash flow projections.

✔ Scenario & Sensitivity Analysis –Assess business risks by adjusting key assumptions

✔ Forecasting & Revenue Modeling –Build bottom-up and top-down forecasting models for business valuation.

✔ Data Visualization in Excel –Create dynamic charts, dashboards, and financial presentations.

✔ Debt & Equity Financing Models –Structure models for capital raising, IPOs, and debt refinancing.

Dashboarding with Excel and Power BI

✔ Data Cleaning & Integration –Process data from Excel, SQL, Bloomberg, and other sources.

✔ Interactive Dashboards –Build real-time dashboards for revenue tracking, portfolio analysis, and financial KPIs.

✔ Power Query & DAX Functions –Use advanced calculations and transformations for financial reporting.

✔ Industry and Business Visualization –Create dynamic visuals to track business and industry trends.

✔ Scenario & Trend Analysis –Develop dashboards for risk assessment and economic forecasting.

✔ Corporate Finance & FP&A Reporting –Monitor P&L statements, cash flow trends, and variance analysis

Technical & Data Skills

✔ Excel for Financial Analysis –Advanced formulas, macros, and automation.

✔ PowerPoint & Pitch Decks –Creating client-ready presentations for investment decisions.

✔ Python for Finance –Data analysis, risk modeling, and automation.

✔ Power BI & Financial Data Visualization –Turning financial data into actionable insights.

✔ Bloomberg & Financial Databases –Extracting and analyzingmarket data

Statistical Analysis

✔ Use statistical techniques like regression, hypothesis testing, and probability modeling.

✔ Interpret large datasets to extract actionable insights and trends.

✔ Leverage predictive analytics for forecasting and strategic decision-making.

✔ Apply quantitative problem-solving methods to real-world business scenarios.

✔ Utilize machine learning and AI for data-driven consulting solutions.

✔ Translate complex statistical data into client-friendly insights and recommendations

Powerful Pitch decks

✔ Powerful Pitch Decks & Presentation Skills

✔ Craft compelling and visually engaging PowerPoint presentations for clients.

✔ Develop storytelling techniques to present data-driven insights with clarity.

✔ Storyboarding Pitch decks

✔ Design structured consulting frameworks for problem-solving and recommendations.

✔ Utilize advanced formatting, animations, and visual hierarchy for impact.

✔ Present confidently and handle client Q&A sessions effectively.

✔ Use real-world case studies to refine persuasive presentation skills

Report Writing skills

✔ Master structured and concise business writing for reports and executive summaries.

✔ Use clear, data-backed insights to support recommendations and findings.

✔ Apply storytelling techniques for engaging and impactful written content.

✔ Story-boarding your Reports

✔ Develop professional emails, proposals, and whitepapers for consulting projects.

✔ Ensure accuracy, consistency, and logical flow in all business documents.

✔ Utilize best practices in grammar, formatting, and business communication.