Tools and Technologies

Capture structured lecture notes, research excerpts, and project specs with backlinks, templates, and spaced review so ideas compound over time. Synchronize across devices, embed PDFs and spreadsheets, and maintain a single source of truth for coursework and projects. Tools: Notion, Obsidian, OneNote, Evernote, Apple Notes, Nimbus Note, Readwise Reader.

Translate goals into weekly plans with priorities, deadlines, recurring tasks, and Kanban boards. Automate reminders, attach references, and track outcomes to improve execution discipline across classes, research, and ventures. Tools: Todoist, Trello, ClickUp, Asana, Things, Microsoft To Do, Notion Projects, Monday.com.

Find peer-reviewed papers, working drafts, and citations to ground empirical work and literature reviews. Track authors, save searches, and export citations cleanly to your reference manager. Tools: Google Scholar, JSTOR, SSRN, ProQuest, arXiv, NBER.

Access macroeconomic time series, market quotes, and institutional datasets for models and dashboards. Favor transparent methodologies and reproducible downloads via bulk APIs. Tools: FRED, IMF Data, World Bank Open Data, OECD Data, Eurostat, Refinitiv Eikon, S and P Capital IQ, Morningstar Direct.

Prototype models fast with flexible spreadsheets, scenario switches, and sensitivity tables. Build clean assumptions tabs, audit trails, and charts suitable for presentations before porting to code. Tools: Excel, Google Sheets, Power Query, Power Pivot, LibreOffice Calc.

Estimate, test, and visualize models for inference and forecasting with reproducible scripts and literate notebooks. Leverage panel methods, time series, and Bayesian workflows where appropriate. Tools: R, Stata, EViews, Python (pandas, statsmodels), Julia, SAS, SPSS.

Advance core skills in finance, data, and programming through structured courses, graded exercises, and certificates that map to hiring signals. Tools: Coursera, edX, MIT OpenCourseWare, Udacity, DataCamp.

Deepen domain expertise with exam prep, primers, and practitioner guides spanning valuation, risk, and markets. Tools: CFA Institute resources, Investopedia, Wall Street Prep, Corporate Finance Institute.

Store, version, and co-edit coursework, datasets, and decks with granular permissions and recovery options. Tools: Google Drive, Dropbox, OneDrive, Box.

Coordinate group projects and office hours with persistent chat, channels, and reliable video; search archives to capture decisions. Tools: Slack, Zoom, Microsoft Teams, Discord, Google Meet.

Build a credible profile with projects, publications, and evidence of impact; cultivate a targeted network and publish insights that signal expertise. Tools: LinkedIn, LinkedIn Creator tools.

Discover relevant roles, set alerts, and track applications with saved searches and company lists tailored to your interests. Tools: eFinancialCareers, LinkedIn Jobs, Handshake, Indeed.

Produce polished decks with consistent layouts, typography, and brand elements; reuse components and export presenter notes. Tools: Canva, Beautiful.ai, PowerPoint, Google Slides, Keynote.

Translate complex data into clear, persuasive visuals and posters; maintain brand colors and iconography across assets. Tools: Venngage, Visme, Adobe Illustrator, Affinity Designer.

Build data pipelines, analytical services, and secure web backends with strong typing where helpful and batteries-included frameworks for speed. Use lean microservices or monoliths depending on scope, and prefer literate notebooks early in research. Tools: Python, R, TypeScript, Node.js, FastAPI, Django, Flask, Spring Boot, Next.js.

Clean, transform, and model datasets for forecasting, risk scoring, anomaly detection, and optimization with reproducible experiments and tracked metrics. Start simple, benchmark baselines, and only then scale features and models. Tools: NumPy, pandas, scikit-learn, PyTorch, XGBoost, LightGBM, statsmodels, MLflow.