Felix Brener

Quadrant Capital Advisors

Four Claude research tools for public-equity and credit analysts.

Role
Summer AI Analyst, New York
Year
May–Aug 2026
Status
Completed
Outcome
99% concordance with senior analyst baselines; turnaround cut by weeks
Quadrant Capital Advisors

What I built

Wrote four Claude-based research tools for public-equity and credit analysts on the firm's Claude Enterprise licence.

A batch Porter's Five Forces pipeline scores and ranks companies in place of one-off manual reviews, at 99% concordance with senior analyst baselines, cutting turnaround by weeks.

A quarterly-update pipeline diffs new SEC filings and earnings materials against prior snapshots and records what changed for public-equity and credit review.

An AlphaSense-fed updater refreshes existing analyst workbooks with source-attribution links and validation checks. A screener narrows the full ticker universe to a short list for deeper research.

Tools

ToolWhat it does
Porter's Five Forces pipelineScores and ranks companies in batch, in place of one-off manual reviews; 99% concordance with senior analyst baselines
Quarterly-update pipelineDiffs new SEC filings and earnings materials against prior snapshots and records what changed
AlphaSense updaterRefreshes existing analyst workbooks, with source-attribution links and validation checks
ScreenerNarrows the full ticker universe to a short list for deeper research