Financial Modelling

MONDAY

Team Meeting & E-mails

9:00 AM

Client Introduction

9:30 AM

Company Research

11:30 AM

12:30 PM

3:00 PM

TUESDAY

Team Meeting & E-mails

9:00 AM

Market Analysis

9:30 AM

Financial Modelling

10:30 AM

Lunch with Client

12:30 PM

Industry Review

3:00 PM

WEDNESDAY

Team Meeting & E-mails

Team Meeting & E-mails

9:00 AM

Manager Check-In

Manager Check-In

1030 AM

12:00 PM

1:00 PM

Develop Pitch Book

Develop Pitch Book

7:00 PM

THURSDAY

Team Meeting & E-mails

Team Meeting & E-mails

9:00 AM

Due dilligence (M&A)

Due dilligence (M&A)

11:00 AM

Lunch with Client

Lunch with Client

1:00 PM

Training Session

Training Session

2:00 PM

Financial Modelling

Financial Modelling

4:00 PM

FRIDAY

Leadership Meeting

Leadership Meeting

9:00 AM

Finalize Pitch Book

Finalize Pitch Book

9:30 AM

Relationship Building

Relationship Building

10:00 AM

1:00 PM

Weekly Summary Report

Weekly Summary Report

2:00 PM

Congratulations!

Congratulations!

Financial Modelling

Financial Modelling

Assignment Task

From the Bank of America Simulation, complete Task Three: Steps 5-12