At The Wealth Vibe, I monitored market trends, macroeconomic factors, and company developments to identify investment risks and opportunities. My fundamental research covered pharmaceuticals, solar, and energy, and contributed to actionable recommendations associated with 15% portfolio gains.
I developed DCF models, comparable company analyses, and M&A analyses of 30+ companies. I also prepared research reports, investment summaries, and presentations for institutional clients and portfolio managers.
In an investment banking simulation, I built a five-year financial projection in Excel and summarized deal rationale and risks in an investor update memo. For a university project, I forecast a listed company’s financials and assessed its valuation using DCF, relative valuation, sensitivity analysis, and Monte Carlo simulation.
