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Evaluating the current makeup of the investment portfolio and using the profitability/valuation ratios, and risk metrics, to design a strategy to align the portfolio to the current business and economic cycle.
With the US economy and population now being dominated by baby boomers (the demographic cohort born during the mid-40s and mid-60s), we face a significantly high number of individuals retiring from the workforce. In addition, we are in the middle of the biggest wealth transfer in the history of the U.S. This presents a great opportunity for individuals with skills to offer financial and investment advice.
In this Build Project, you'll wear the hat of a Financial and Investment Research Analyst. You will showcase the ability to evaluate the current makeup of the investment portfolio using the profitability/valuation ratios and risk metrics to develop and design an investment strategy to align the portfolio to the current business and economic cycle. Under the supervision of an experienced industry expert, you'll compute the various investment ratios and statistical measurements used in portfolio construction and analysis. Also, you will evaluate the stock's common types of performance measurements and intrinsic value and explain how portfolio risk is used to develop efficient frontier/portfolios. You'll become familiar with industry tools/techniques/methodologies like Modern Portfolio Theory, Capital Asset Pricing Model, Ratio Analysis, and Efficient Market Hypothesis Concepts. All this will happen in an environment that simulates the operations of a real Financial and Investment Research Analyst.
Differentiate among the various sources of risk in investments, both systematic and unsystematic. Evaluate investment return and investment risk calculations for individual securities and portfolios. Apply investment risk and return measurement concepts to security selection and portfolio construction.
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With more than 13 years if experience in the Financial Services Industry and Personal Financial Planning, I have helped multiple families and business owners with their finances and goal-based planning to accomplish the goals they have been planning for or wanting to achieve. Have been in charge of Financial Planning, Investment Research, and Training with the current employer and handling administrative tasks to keep the business up and running and compliant to the regulatory framework we work within. In my free time, I love watching Friends and spending time with friends playing cricket.