IDS 599
AI in Finance Portfolio
Applied AI in Finance
Financial analysis, recommendation, and presentation.
Three course projects in investment banking, institutional portfolio strategy, and structured products, each built around a clear financial question and a client-facing point of view.
Work spanning M&A, OCIO advisory, and note structuring.
Focused on valuation, decision-making, and communication.
Project 1
Open Project
M&A Pitch Book Using LLMs
M&A analysis built around transaction logic, valuation, financing structure, and recommendation.
M&A
Valuation
Banking
Project 2
Open Project
Request for Proposal for SMU Outsourced Chief Investment Officer
OCIO recommendation centered on portfolio design, governance, implementation, and client fit.
OCIO
Allocation
Governance
Project 3
Open Project
Principal Protected Note
Structured-products work covering pricing, simulation, validation, and recommendation.
Structured Products
Pricing
Simulation