JoelLewis/finance_skills

Determine how to distribute capital across asset classes using strategic and tactical allocation frameworks.

JoelLewis/finance_skills

Determine how much capital to allocate to individual positions within a portfolio.

JoelLewis/finance_skills

Analyze commodity markets including futures curve dynamics, roll yield, and supply/demand fundamentals.

JoelLewis/finance_skills

Analyze currency markets, exchange rate mechanics, and FX risk management for international portfolios.

JoelLewis/finance_skills

Provide frameworks for managing and paying off personal debt effectively.

JoelLewis/finance_skills

Build diversified portfolios using correlation analysis, efficient frontier construction, and factor-based diversification.

JoelLewis/finance_skills

Size and structure an emergency fund based on individual circumstances, income stability, and expense profile.

JoelLewis/finance_skills

Analyze equity securities, factor models, and equity portfolio construction.

JoelLewis/finance_skills

Guides equity compensation planning for wealth management clients: RSU vesting and the supplemental-withholding gap, NSO and ISO exercise taxation, AMT on ISO spreads and the AMT credit, qualifying…

JoelLewis/finance_skills

Apply factor models to portfolio construction and fund evaluation, from CAPM through the Fama-French 3- and 5-factor models plus momentum.

JoelLewis/finance_skills

Analyze financial statements for investment decisions: derive EBITDA and free cash flow (FCFF/FCFE) from the income statement and cash flow statement, compute ROIC, margins, and DuPont ROE…

JoelLewis/finance_skills

Analyze corporate bonds and credit instruments including investment grade and high yield debt.

JoelLewis/finance_skills

Analyze municipal bonds including tax-equivalent yield calculations, GO vs revenue bond evaluation, and muni credit analysis.

JoelLewis/finance_skills

Analyze US Treasury securities and interest rate risk: bond pricing, yield curve construction, duration, convexity, TIPS, and forward/spot rate analysis.

JoelLewis/finance_skills

Analyze structured fixed income products including mortgage-backed securities, asset-backed securities, and CLOs.

JoelLewis/finance_skills

Estimate potential future losses using VaR, Expected Shortfall, Monte Carlo simulation, and stress testing.

JoelLewis/finance_skills

Compare and select investment vehicles including mutual funds, ETFs, index funds, and separately managed accounts.

JoelLewis/finance_skills

Quantify realized risk from historical data using volatility estimators, drawdown analysis, and downside risk metrics.

JoelLewis/finance_skills

Analyze lending products including mortgages, HELOCs, and personal loans with amortization and comparison tools.

JoelLewis/finance_skills

Plan and manage cash flow to ensure adequate liquidity while minimizing opportunity cost of excess cash.

JoelLewis/finance_skills

Decompose portfolio returns into explainable components to identify where value was added or lost.

JoelLewis/finance_skills

Evaluate investment performance on a risk-adjusted basis using industry-standard ratios and capture analysis.

JoelLewis/finance_skills

Generate clear, accurate performance reports for investment portfolios with benchmarks, attribution, and risk dashboards.

JoelLewis/finance_skills

Estimate intrinsic value of stocks and companies using DCF, dividend discount models, comparable multiples, and residual income.

JoelLewis/finance_skills

Analyze real estate and infrastructure investments including REITs, direct property valuation, and infrastructure assets.

JoelLewis/finance_skills

Maintain portfolio allocations over time using calendar-based, threshold-based, and tax-efficient rebalancing strategies.

JoelLewis/finance_skills

Turn a retirement portfolio into sustainable lifetime income: sequence-of-returns risk, the 4% rule and its assumptions, Guyton-Klinger-style guardrails, RMD calculation from the Uniform Lifetime…

JoelLewis/finance_skills

Compute and compare investment return metrics including TWR, MWR (dollar-weighted IRR on portfolio cash flows), CAGR, and annualized returns.

JoelLewis/finance_skills

Plan and track savings for specific financial goals including retirement, education, and home purchase.

JoelLewis/finance_skills

Apply statistical methods to financial data including descriptive statistics, covariance estimation, regression, hypothesis testing, and resampling.

JoelLewis/finance_skills

Maximizes after-tax returns through strategic asset location, gain/loss management, and withdrawal sequencing.

JoelLewis/finance_skills

Calculate present value, future value, NPV, IRR for projects and loans, loan payments, and amortization schedules across all compounding conventions.

JoelLewis/finance_skills

Model, forecast, and interpret volatility using time-series models and options-implied measures.

JoelLewis/finance_skills

Guide counterparty credit risk measurement and management for OTC and securities trading, organized around three workflows: assessing a new counterparty, responding to a credit-deterioration event…

JoelLewis/finance_skills

Design and manage market data infrastructure — real-time and delayed feeds, Level 1/2/3 depth, consolidated tape vs direct feeds, vendor selection, licensing, and distribution architecture.

JoelLewis/finance_skills

Select, configure, and operate portfolio management systems for advisory firms, covering model portfolios, UMA/sleeve management, drift monitoring, rebalancing, and custodian data feeds.

JoelLewis/finance_skills

Process account maintenance requests across the account lifecycle.

JoelLewis/finance_skills

Embed compliance controls into account opening and verify regulatory readiness.

JoelLewis/finance_skills

Design and operate back-office account opening pipelines from application intake through custodian submission and activation.

JoelLewis/finance_skills

Process and manage account transfers between and within financial institutions.

JoelLewis/finance_skills

Design, build, and optimize dashboards for RIA practice management with AUM tracking, revenue analytics, and KPI frameworks.

JoelLewis/finance_skills

Analyze alternative investments including hedge funds, private equity, and venture capital.

JoelLewis/finance_skills

Guide the design and maintenance of recordkeeping programs under SEC Rules 17a-3, 17a-4, and 204-2.

JoelLewis/finance_skills

Guide which client disclosure documents must exist, what each must contain, and when and how they must be delivered to clients of investment advisers and broker-dealers.

JoelLewis/finance_skills

Design and implement end-to-end client onboarding workflows from prospect intake through funded account, covering KYC verification, document collection, e-signature, and custodian submission.

JoelLewis/finance_skills

Design, generate, and deliver client performance reports across all channels, covering quarterly reports, tax reporting, portal integration, and compliance review.

JoelLewis/finance_skills

Process and manage corporate actions from announcement through settlement.

JoelLewis/finance_skills

Analyze digital assets including cryptocurrency fundamentals, blockchain mechanics, DeFi protocols, and on-chain metrics.

JoelLewis/finance_skills