Republic Capital Group

1. Objective 01

   Build a working understanding of investment banking fundamentals.

2. Objective 02

   Expand market coverage of public asset and wealth management firms.

3. Objective 03

   Turn M&A, valuation, industry and corporate-finance findings into presentations.

4. Objective 04

   Research how artificial intelligence is being applied in wealth management.

I owned research and presentation projects from the first spreadsheet to the finished deck.

• Evaluated AUM, revenue, financial performance and competitive positioning for 12 public firms in Excel.
• Synthesized findings into research and strategy decks for senior stakeholders.
• Built a Python-enabled workflow for prospect monitoring and internal communications.

1. Step 01

   Financial analysis

   Compared firms on AUM, revenue, financial performance and competitive positioning in Excel.

2. Step 02

   Research synthesis

   Brought M&A, valuation, industry and corporate-finance findings together into one clear view.

3. Step 03

   Presentations

   Turned the research into research and strategy decks for senior stakeholders.

4. Step 04

   Automation

   Replaced manual research and outreach steps with a Python-enabled workflow.

• Market coverage

  Analysis of 12 publicly traded asset and wealth management firms.

• Decks

  4 research and strategy decks.

• Workflow

  Python-enabled prospect monitoring and internal communications, saving 8+ hours of manual work.

• AI in wealth management

  Research on how artificial intelligence is being applied in wealth management.

• 1.A deck is only as useful as the decision it supports. Senior stakeholders don’t have time for every finding, so most of the work is deciding what matters and leading with it. Now I write the one-sentence takeaway for each slide before I build the slide.
• 2.Comparisons need a consistent frame. AUM and revenue figures for 12 firms don’t mean much until every firm is measured the same way. Setting up the structure of the comparison first and filling it in second makes the conclusions easier to trust and to defend.
• 3.If you do something more than twice, it’s probably a process. The Python workflow for prospect monitoring and internal communications saved 8+ hours, but the bigger takeaway was learning to notice repetitive work early and ask whether it should be automated.
• 4.Technology only matters to a business when it connects to how that business works. Researching AI in wealth management showed me that the interesting question isn’t what a tool can do, but what it changes for the firm and its clients. I bring that same question to technology adoption on campus.