Jeffy Leung

Experience Prior To The Program

Prior to joining the Analyst Prep Program, I had very limited experience in finance. I was a freshman in college who took a few finance courses and was part of a few clubs. I joined the program because I wanted to expand my knowledge in the industry and explore my career path.

Training Experience

I found the case studies and technical skill modules most valuable. I learned how to perform a variety of valuation methods including DCF, precedent transactions, multiple valuations, and I also learned how to build a fully functional financial model. The case studies helped me understand the topics a lot more and gave great in-depth examples.

I feel a lot more confident in my ability to perform due diligence, building financial models, valuation, and more after completing the program. These are things that my classes don’t teach me but I feel are extremely important for my career development.

Internship Experience

The internship experience allowed me to put the skills I developed throughout the program to use through analyzing real companies. I built financial models and valued different companies and presented them in a PowerPoint format. In addition to helping me improve my technical skills, the internship also taught me soft skills such as attention to detail and how to put together client-ready presentations.

Mentorship

Having weekly calls with Mr. Romero helped me understand concepts a lot better. He was able to explain concepts such as when to use different valuation methods in different scenarios and how to apply them to the real world.

Career Development

I feel a lot more confident in my ability to perform due diligence, building financial models, valuation, and more after completing the program. These are things that my classes don’t teach me but I feel are extremely important for my career development. While interviewing for companies, I was able to express my knowledge and passion for finance and investing because of my experience with the program.