I have Equity Research and IR/Business Dev transfer opportunities: Both require modeling aptitude

Long story short: I am building from scratch an operational model/equity valuation model for both an integrated energy company and a power company (non-regulated, non-utility). I have no prior experience, and have hit a number of road blocks (standardizing historical financials | assumptions behind projections | financial metrics unique to energy sub sectors). I'm asking the community for the best approach to accomplishing my goals in a three week time frame. I'd gratefully accept any suggestions related to how you learned to model these industries, best resources available to a newbie, and any tips to impress gatekeepers who more-or-less stand between my current situation, and my next step forward. If anyone would be kind enough to look at my progress, I can send as well.

Thank you very much, and please read below if you seek any additional context.

**One disclaimer: I run a business outside of my full-time job, and most of my savings are tied up in working capital and reinvestment. This makes a $1,500 class or seminar out of the question in the near-term, though I have no objection to rewarding a product or service financially that can equip me with tools for my future.

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I'm lucky enough to have a number of mentors helping me climb where I'd like to be.

I worked under one who eventually switched companies, and now sits with an F500 energy company's in-house M&A team. He is a rising star there with a good reputation, and secured me an interview for an IR position. I feel that I did well and held fluid conversations with my interviewers. However, I was surprised by the number of questions dealing directly with modeling the industry/company (beyond superficial questions), given the reputation that IR positions have for utilizing "softer" skills.

I'm glad this was the case, as my goals are directly tied to learning modeling/scenario analysis/accounting early in my career (I'm ~15 months out of undergrad). However, this is not an area to which I have a wealth of exposure (outside of my econ major). My position requires technical and industry knowledge, though they are not married well. I am left with skills such as web scraping, select automation, and basic application development (I don't work in a true developer-class IDE), in addition to encyclopedic-type knowledge of my industry and underlying commodity physical markets, but with a poor framework to organize the large universe of data and facts.

Additionally, I have an analyst with my firm's industry research department on my side. There's an opening in my company to fill an energy role, where I'd be analyzing E&P, mid-stream and refining/marketing players, as well as the fully-integrated giants. This would require price targeting, financial analysis/modeling, supply-demand balances to power industry economic models, and report writing. This is not at a traditional ER shop or bank/brokerage, nor is it for a buy side fund -- More of a unique group with a number of ex analysts/PMs from the street. This role is for a candidate with 2-3 years' more experience than I have, but as an internal candidate who is well liked, I know I have a fighting chance if I go in there with my act together (model in-hand, properly informed, and with the right allies on my side).

Both opportunities require working knowledge of financial models, and I'd be thrilled with either opportunity because they share the same core attributes:

  • Research oriented, requiring deep thinking about a critical sector of the world economy
  • A chance to write about, communicate, and network with figures in these industries
  • Access to top level management, and responsibility beyond a typical position for my age profile
  • Learning core practices like modeling that can be re-applied with proper adaptation to a number of future paths
 

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