Investment Banking
Investment Banking Energy Research Process
Investment Banking Energy Research Process
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Investment Banking Energy Research Process

Comprehensive workflow for energy sector investment banking research, including data analysis, financial modeling, risk assessment, and strategic report preparation.
1
Identify the energy sector to be analyzed
2
Conduct preliminary industry research
3
Collect and analyze financial data of selected companies
4
Evaluate industry trends and external factors
5
Compile a list of potential investment opportunities
6
Calculate key financial ratios and valuation metrics
7
Create financial models and perform valuation analysis
8
Develop investment thesis and strategies
9
Prepare initial investment report
10
Approval: Investment report by Analyst
11
Revise report based on feedback
12
Prepare presentation of investment strategies
13
Conduct risk assessment and sensitivity analysis
14
Approval: Risk Assessment by Risk Manager
15
Make final revisions to investment report
16
Present final investment report to stakeholders
17
Approval: Final Report by Investment Committee
18
Document all steps of the research process
19
Plan follow-up actions based on investment report