What This Financial Research Assistant Owns
- Collect and organize financial, market, company, and competitor data from approved sources.
- Maintain research trackers, spreadsheet inputs, comparable-company tables, and source notes so analysts can review assumptions quickly.
- Prepare first-pass summaries of earnings releases, investor materials, market reports, customer segments, and transaction context.
- Document source links, update dates, confidence notes, and open questions before handing work to finance, strategy, or investment leads.
- Escalate missing data, conflicting sources, stale assumptions, and judgment calls instead of forcing unsupported conclusions.