Streamline your investment banking tech research with a comprehensive process, from company selection to final report distribution and client meetings.
1
Identify and select companies to study
2
Secure relevant data and information about selected companies
3
Identify and compile key financial metrics of chosen companies
4
Perform qualitative analysis of company management, structure and strategy
5
Perform a quantitative analysis of financial statistics
6
Evaluate company's strengths, weaknesses, opportunities, and threats (SWOT Analysis)
7
Interpret company's competitive position within its industry
8
Review the economic and market conditions impacting the company's performance
9
Approval: Economic and Market Analysis
10
Construct financial models to forecast future financial condition
11
Perform sensitivity analysis for the built financial models
12
Simulate different scenario outcomes for the company's future
13
Draft the technology sector research reports
14
Incorporate any feedback received on the drafted report
15
Approval: Content of Drafted Report
16
Finalize the technology sector research reports
17
Distribute the final report among relevant stakeholders
18
Set a new round of meetings with clients to discuss key findings
19
Store all data properly in pertinent databases for future references
Identify and select companies to study
In this task, you will identify and select the companies that will be studied in the investment banking technology research process. This task plays a crucial role in determining the focus of the research and ensuring it aligns with the objectives of the project. The desired result is a list of selected companies that meet the research criteria. You will use your knowledge of the technology industry, market trends, and investment objectives to make informed decisions. How will you ensure a diverse selection of companies? What challenges might arise when identifying companies? How will you address these challenges?
1
Financial performance
2
Competitive landscape
3
Industry trends
4
Innovation potential
5
Market share
Secure relevant data and information about selected companies
In this task, you will secure relevant data and information about the selected companies. This task is essential for conducting a comprehensive analysis of the chosen companies. The desired result is a collection of reliable and up-to-date data sources. You will leverage various sources such as financial reports, industry publications, and market research. How will you ensure the accuracy and reliability of the data? What tools or resources will you use to gather the information? How will you overcome potential data limitations or challenges?
1
Financial statements
2
Market trends
3
Competitor analysis
4
Management profiles
5
Technology investments
Identify and compile key financial metrics of chosen companies
In this task, you will identify and compile the key financial metrics of the chosen companies. This task is crucial for gaining insights into the financial performance and stability of the companies. The desired result is a comprehensive set of financial metrics for each company. You will analyze metrics such as revenue growth, profit margins, and return on investment. How will you prioritize the financial metrics to be analyzed? What challenges might arise when compiling the data? How will you ensure data consistency across companies?
1
Revenue growth
2
Profit margins
3
Return on investment
4
Debt-to-equity ratio
5
Cash flow
Perform qualitative analysis of company management, structure and strategy
Perform a quantitative analysis of financial statistics
Evaluate company's strengths, weaknesses, opportunities, and threats (SWOT Analysis)
Interpret company's competitive position within its industry
Review the economic and market conditions impacting the company's performance
Approval: Economic and Market Analysis
Will be submitted for approval:
Review the economic and market conditions impacting the company's performance
Will be submitted
Construct financial models to forecast future financial condition
Perform sensitivity analysis for the built financial models
Simulate different scenario outcomes for the company's future
Draft the technology sector research reports
Incorporate any feedback received on the drafted report
Approval: Content of Drafted Report
Will be submitted for approval:
Draft the technology sector research reports
Will be submitted
Incorporate any feedback received on the drafted report
Will be submitted
Finalize the technology sector research reports
Distribute the final report among relevant stakeholders
Set a new round of meetings with clients to discuss key findings
Store all data properly in pertinent databases for future references
