University of Waterloo
Student analyst building rigorous investment research, valuation models, risk frameworks, and decision-ready dashboards for finance, consulting, fintech, and asset management teams.
Analyst Snapshot
4
Featured finance projects
3
Valuation methods
95%
VaR confidence model
5
Tools across Python, Excel, R
DCF, comparables, sensitivity tables, and investment memo writing.
VaR, scenario testing, downside protection, and exposure analysis.
Macro, real estate, rates, OECD data, and sector-level case work.
Python, pandas, Excel, Power Query, R, and executive reporting.
Selected Work
A recruiter-ready set of analytical work samples spanning investment research, risk management, macro strategy, and data visualization.
Risk Management
Portfolio downside analysis using VaR, volatility decomposition, sensitivity testing, and stress scenarios.
Investment Banking
Equity research pitch with revenue build, margin assumptions, WACC, terminal value, and comparable trading analysis.
Consulting Case
Market entry analysis using OECD indicators, rates, demographics, rental affordability, and cap rate sensitivity.
Data Analytics
Interactive performance dashboard translating transaction, market, and KPI data into concise executive views.
Relevant coursework includes corporate finance, accounting, statistics, data structures, econometrics, financial modeling, and business strategy.
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