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Investment Analyses for Portfolio Restructuring and Rebalance
Rahul Sharma
Rahul Sharma
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Investment Analyses for Portfolio Restructuring and Rebalance

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.

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Fridays
 at
4:00
P.M.
 ET /
1:00
P.M.
PT
8 weeks, 2-3 hours per week
Beginner
No experience required
No experience required
Some experience required
Degree and experience required

Description

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.

Session timeline

  • Applications open
    August 1, 2024
  • Application deadline
    August 25, 2024
  • Project start date
    Week of July 8, 2024
    Week of
    September 9, 2024
  • Project end date
    Week of

What you will learn

  • Analyze the risk and reward characteristics of each investment and investment type by applying statistical tools/formulas.
  • Identify and evaluate how investment vehicles are taxed and how taxes will impact the investment decision-making process when seen in conjunction with a client's situation.
  • Produce a side-by-side comparison of the various investment options to identify undervalued, fairly valued, and overvalued investments.
  • Develop portfolio strategies and recommendations for portfolio rebalance.

Project workshops

1
Introductions and Project Prepping
2
Investment Risk and Return Analysis
3
Modern Portfolio Theory and Performance Evaluation of Equities
4
Debt and Fixed-Income Features
5
Debt and Fixed-Income Valuation and Analysis
6
Mutual Funds and Other Pooled Investments
7
Taxation of Investments
8
Presentation and Closing Notes

Prerequisites

  • Familiarity and existing exposure to basic statistical concepts (mean, median, mode, standard deviation, etc.) and data visualization techniques (bar graphs, scatterplots, pie and donut charts, etc.)
  • An inclination to learn about the various investment evaluation techniques used in comparing two or more investments.
  • Basic knowledge and experience of using Microsoft Excel and PowerPoint.
  • A good command of verbal and written communication.

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About the expert

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.

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