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Building a financial analyst work sample

A useful work sample makes the question, data, calculation and conclusion inspectable.

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Connect the exercise to an analytical task

The US Bureau of Labor Statistics describes financial analysts as researching financial data, examining company statements and preparing reports. The exercise below is an original training project; it is not an employer’s hiring requirement.

Choose a narrow fictional project

Compare two hypothetical cash-flow plans with a common discount-rate convention. State the time-zero payment, later receipts and the valuation date. Explain why the plans are comparable before reporting the result.

Original work-sample structure
PartWhat to include
QuestionThe comparison the note answers
InputsA dated, labelled cash-flow table
MethodRate, period convention and signed amounts
ResultCalculated values with an interpretation
SensitivityWhat changes when a stated assumption changes
LimitationsInformation the exercise does not establish

Make the calculation reproducible

Include enough intermediate work for another reader to reproduce the result. A clearly explained negative NPV can be a stronger sample than a favourable number whose timing and signs are unclear. Use synthetic or legitimately public material rather than confidential employer data.

Present the work honestly

Describe it as a self-directed learning project and identify your own contribution. The sample demonstrates the tasks it contains; it does not certify professional competence or guarantee a job offer.

Further references