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Core Skills for Human Analysts in the AI Era
As AI increasingly automates financial analysis, credit analysis, and investment evaluation, human analysts must evolve their skill sets from data
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55 Essential Mental Models for Bankers and Investors: The Ultimate Decision-Making Toolkit
Introduction In the high-stakes world of banking and investing, your thinking quality directly impacts your bottom line. The difference between
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108 World-Class Cognitive Models and Principles: Your Comprehensive Analytical Toolkit
In our complex world, having the right mental models can dramatically enhance our decision-making abilities and understanding of reality. This
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LinkedIn Post Series: Cognitive Biases in Banking & Investment
Post 1: When Smart People Make Expensive Mistakes 💰⚠️ Wells Fargo’s fake accounts scandal. Theranos investors. Credit Suisse’s Archegos meltdown.
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108 World-Class Cognitive Principles That Determine 80% of Life Success
Master these universal laws that govern how the world works, and you’ll control 80% of your life outcomes. In our
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108 World-Class Cognitive Principles That Determine 80% of Life Success v2
Master these universal laws that govern how the world works, and you’ll control 80% of your life outcomes. In our
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7 Essential Skills for Professional Success in the Modern Workplace
In today’s competitive corporate environment, developing key interpersonal and communication skills is essential for career advancement. These seven fundamental abilities
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Banking Communication Excellence: 30 Practical Exercises
Leveraging Available Technology PRESENTATION SKILLS EXERCISES 1. The 60-Second Pitch Refinement Format: Teams video recording + Peer feedback Technology: Microsoft
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Banking Communication Excellence: 12-week Schedule
PROGRAM OVERVIEW Pilot Team Composition: Weekly Time Commitment: Platform: Progress Tracking: MODULE 1: STRATEGIC MESSAGING Weeks 1-3: Crafting clear, concise
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Banking Communication Excellence Program (BCEP)
A Social Learning Circle for Enhanced Internal Communication Program Philosophy The Banking Communication Excellence Program is designed as a sustainable,
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The Connective Core: A Lean-In Social Learning Circle for Bankers
Mastering Internal Communication – Vertical, Horizontal & Cross-Functional Program Overview A sustainable, peer-driven, tech-enabled communication skills program designed for bankers
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10 Simple Practical Communication Exercises
Here are 10 practical, multi-format exercises designed to build communication skills through self-assessment, peer feedback, and facilitator coaching. Each targets
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Speaker and his marketing tools
Here’s a complete set of marketing collaterals for a corporate speaker launching onto the speaking circuit: 1. One-Pager Fact Sheet
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creditbytes.org structure and content
The overarching framework is based on the expected credit loss model: PD x EAD x LGD, in minimising loss and
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JP Morgan 2023
JPMorgan Chase Balance Sheet Summary as of December 31, 2023 (in millions) Assets Amount Liabilities and Stockholders’ Equity Amount Assets
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Comprehensive Content Format Templates and Style Guide
1. PODCAST EPISODE MASTER TEMPLATE Structural Framework 2. YOUTUBE LONG-FORM VIDEO TEMPLATE Content Structure Guide 3. LINKEDIN ARTICLE TEMPLATE Professional
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Content Creation Workflow Handbook
Introduction for New Team Members Welcome to Your Content Creation Journey! Dear Intern, This handbook is your ultimate guide to
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Content Transformation Strategy
Podcast Episode → Multiple Formats Content Categorization By Career Stage By Banking Domain Engagement Mechanics Technical Considerations Metadata and Tagging
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Multi-Format Content Distribution Strategy
Primary Distribution Channels Digital Platforms
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Stylised Balance Sheet and Income Statement
To create a stylized balance sheet and income statement using Citibank’s latest financials, I extracted data from their 2024 Q3
