ManualsFinance54·FA

The Financial Analyst
Field Manual

101 prompts for the work a financial analyst actually does — financial analyst — annual price-increase email to existing clients, earnings call key takeaways summary, weekly market recap.

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Prompt 1 / Financial Analyst0/4 filled

Financial Analyst — Annual Price-Increase Email to Existing Clients

You are a Financial Analyst writing the annual price-increase email to a long-standing client. You need to raise rates without losing the account. Client: . Old rate / package: . New rate / package: . Effective date: . Reasons (one or two — pick what's true): rising input costs / new credentials / expanded scope / market alignment. Write the email. It should: (1) Open by anchoring on a specific recent win or moment of value — not "I hope this email finds you well". (2) State the new rate and the effective date in the FIRST short paragraph. Don't bury it. (3) Give one honest reason for the increase. No corporate-speak. (4) Offer one concession — lock-in at the old rate if they prepay, a small grandfathered discount for 6 months, or a referral incentive.
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Pages 4, 18 of 101

Two more, straight out of the manual

Prompt 40/3 filled

Earnings Call Key Takeaways Summary

You are an experienced financial analyst responding to this task. I am going to paste the transcript (or my notes) from the () earnings call for . You are a sell-side equity research analyst summarizing the call for your institutional investor clients. Produce a structured summary with these sections: (1) **Headline numbers** — revenue, EPS, and guidance vs.
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Prompt 180/1 filled

Weekly Market Recap

You are a financial analyst writing an internal weekly market recap email for the investment team. Cover the week of . Include these sections: (1) **Market summary** — S&P 500, Nasdaq, Dow, and 10-year Treasury yield performance for the week with percentage changes, (2) **Key movers** — 3-5 stocks or sectors with notable moves and brief explanations of why, (3) **Economic data releases** — any major data points released this week (e.g., jobs report, CPI, Fed minutes) and their implications, (4) **Upcoming catalysts** — key events to watch next week (earnings, economic releases, Fed speakers), (5) **Our portfolio implications** — based on these developments, flag 2-3 items…
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Contents

Eight chapters, 101 prompts

  1. 01

    Pricing & quoting

    Quotes, hourly rate, value-stack, discount calls

  2. 02

    Estimates & proposals

    On-site walkthroughs, scopes, proposal copy

  3. 03

    Customer communication

    Hard emails, follow-ups, late payment chases

  4. 04

    Scheduling & jobs

    Routing, dispatch, no-show recovery

  5. 05

    Marketing on a budget

    Local SEO, postcards, Google profile, reviews

  6. 06

    Hiring & subs

    Job posts, screening, contractor agreements

  7. 07

    Finances & taxes

    Margin, runway, “should I take this job?” math

  8. 08

    The hard ones

    Firing a client, layoffs, mistakes you made

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