Financial Modelling · Equity Research · Valuation
Edinburgh Napier Undergraduate building institutional-quality financial models and equity research. Currently completing the CFI FMVA certification.
About
I am an undergraduate from Edinburgh Napier University with a focus on financial modelling, equity research, and fundamental valuation. I believe that rigorous analysis and clear communication are the cornerstones of sound investment decision-making.
Having completed the CFA Investment Foundations certification recently, during the summer I look forward to completing the CFI Financial Modeling & Valuation Analyst certification. I am building a body of applied work that demonstrates my ability to construct institutional-grade models and produce actionable equity research.
This portfolio is a living record of the analytical work I produce, the frameworks I develop, and the investment thinking I refine over time.
Areas of Focus
Core competencies developed through academic study, professional certification, and independent applied work.
Three-statement models, scenario analysis, sensitivity tables, and forecast construction built to institutional standards with full audit trails.
DCF analysis, comparable company analysis, precedent transactions, and sum-of-the-parts valuation with clearly articulated assumptions.
Sector analysis, company deep-dives, investment thesis development, and research note composition following institutional formats.
Selected Work
Models, research notes, and analytical work produced through the CFI FMVA certification and independent study.
Equity Research
In-depth analysis of Nichols plc covering revenue drivers, margin trends, capital allocation, balance sheet strength, and management commentary with a view on forward outlook.
Scope of Analysis
Revenue decomposition by brand and channel, gross and operating margin trend analysis, working capital efficiency, dividend policy assessment, and peer benchmarking against the UK soft drinks sector.
Valuation
Discounted cash flow analysis with WACC calculation, terminal value estimation, and football field summary chart for a listed technology company.
Equity Research
Full equity research initiation covering business overview, competitive positioning, financial analysis, valuation, and investment recommendation.
Curriculum Vitae
Academic background and professional development.
Corporate Finance Institute
Financial Modeling & Valuation Analyst programme covering financial modelling, valuation, Excel, and corporate finance at an institutional level.
CFA Institute
Globally recognised qualification covering the essentials of finance, ethics, and investment management, providing a broad foundation across asset classes, portfolio management, and the investment industry.
Undergraduate Degree
Relevant coursework in finance, economics, and quantitative methods.
Tools & Platforms
PowerPoint, financial statement analysis, and data visualisation.
Contact
Interested in discussing opportunities, collaboration, or shared interests in finance and investing.
antony.renton@btinternet.com