Analyst Prep Program

Empowering Students

Take your education to the next level with our 6-month one-on-one mentoring, technical training, and hands-on internship

Internship

Training

Mentoring

Analyst Prep Program

Exceptional experience through training, internship, mentorship and networking to expedite your success

Internship • Training • One on One Mentoring • Career Development

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Program Details

1

Internship ExperienceThis is a unique opportunity students won’t find anywhere else

Internship Experience

Analyst interns are given a high degree of responsibilities and autonomy during their internship experience.

Interns are expected to work and complete projects in the following areas:

  • Investment Research Reports
  • Strategic Considerations
  • Participants are staffed with a senior professional
  • Collaborate, network and work with other participants
Internship Experience
Training & Projects

Training & ProjectsLearn the skills and methods applied by Wall Street Professionals

Training & Projects

You’ll begin with our in‐depth online training with one‐on-one sessions followed by practical implementation of learned technical skills in a real‐world setting.

Platform Features:

  • Live Classes
  • Lecture Library
  • Progress Report
  • Messaging and more…
2
3

Mentoring & Career PrepWork alongside your mentor to build your story and personal brand

Mentoring & Career Prep

Students receive individual one-on-one mentoring from our founder. The mentorship experience will help students achieve their career milestones by setting strategies and short-term goals to track students’ progress.

Mentees Receive:

  • Professional Development
  • Soft and Technical Skills
  • Resume & Cover Letter Review
  • Mock interview prep and more…
Mentoring & Career Prep

We Prepare Students For Wall Street Careers in:

Investment Banking

A competitive and challenging field yet a rewarding learning experience. The IBD Analyst Prep Program is designed to teach students financial modeling, corporate valuation, and soft skills necessary for the analyst role. Gain access to mentoring and industry professionals who are invested in your success.

Equity Research & Trading

If you have a passion for the stock market, equity research or trading might be for you. Research analysts develop and communicate stock investment ideas. Learn how to forecast company earnings and predict stock prices. Traders apply both technical and fundamental analysis to execute trades for clients and firms across different asset classes such as equities, currencies, fixed income, or commodities.

Asset Management

Investing is complex and asset management professionals employ strategies across different asset classes to meet client ROI objectives. If you have a passion for investing, a career in asset management could be right for you. This program is designed to provide you with the knowledge and skills needed to enter the asset management world.

Access a Personalized One-on-One Learning Experience

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Curriculum

1

Financial Statements Modeling

Module 1 ∕ Week 1 / 7 hours

Financial statements modeling is essential and the fundamental building block of analyzing a company through valuation methods. Students will learn how to build a dynamic financial statement projection model from scratch using real case studies, lending accounting, finance and Excel skills.

Topics Covered

  • Performing due diligence
  • Assumptions and model drivers
  • Cash flow statements
  • Financial models
  • Debt schedule
  • Equity analysis or Equity research
  • Error proofing your Financial Model
2

Corporate Valuation

Module 2 / Week 2 / 7 Hours

The corporate valuation lecture explores common valuation techniques used by Wall Street professionals to value companies. The lecture has been designed with “on the job” experience. The primary focus of the course is to teach students the practical applications of theoretical methodologies. In our case study we will value the target company and determine whether it is over or undervalued by the market.

Topics Covered

  • Discounted Cash Flow analysis
  • Comparable Company analysis
  • Precedent Transaction analysis
  • Sum of the Parts analysis
  • Weighted Average Cost of Capital
  • Valuation Assumptions
  • Valuation Conclusions
3

Technical Analysis

Module 3 / Weeks 3 - 4 / 10 hours

The Technical analysis lecture explores how professionals apply forecasting of future financial price movements based on the examination of past price movements. Students learn to identify important price patterns that help with predicting price moves. Technical analysis uses a wide variety of charts that show price over time.

Topics Covered

  • Support and Resistance
  • Double Tops & Bottoms
  • Gartley AB = CD Pattern
  • Volume
  • Pivot Points
  • Supply & Demand
  • Market Psychology
4

Leveraged Buyout Modeling

Module 4 / Week 4 / 7 hours

A Leveraged Buyout is a fundamental, yet complex acquisition model commonly used in the Private Equity industry. We will look at the fundamental concepts, benefits, and drawbacks of a Leveraged Buyout. We will understand how to effectively analyze a Leveraged Buyout by building a fully consolidated LBO model. We will further analyze the fundamental impact of such a transaction and calculate the expected return to investors. Lastly, we will spend time interpreting the variables and wide array of financing structures to understand how to maximize IRR.

Topics Covered

  • What makes a good LBO candidate
  • Sources & Uses Capital
  • Balance Sheet Adjustments
  • Goodwill assumptions
  • Operation improvements, multiple expansion, de‐leveraging
  • Sponsors equity and internal rate of return (IRR)
5

Mergers & Acquisitions Modeling

Module 5 / Week 5 / 8 Hours

The fundamental concepts of Mergers and Acquisitions, and how to effectively analyze a potential M&A transaction. What makes a company a good target? Why would a company make an acquisition? Will the transaction be accretive or dilutive? These are some of the key questions Investment Bankers deal with daily. Students will create a complete merger model done by Wall Street Analysts and analyze the transaction to determine if the deal is accretive or dilutive.

Topics Covered

  • Affordability analysis
  • Purchase accounting overview
  • Creation of goodwill and write‐ups
  • Sources and uses of funds

Who Should Apply

Outstanding students who have a strong academic track record pursuing a career in investment banking, equity research & trading or asset management and those who have already secured internship offers are strongly encouraged to apply.

We look for

We target undergraduate students who have demonstrated academic achievements, leadership, team work and are active members on campus or in their communities.

Competitive Candidates Exhibit

  • Leadership qualities, strong interpersonal skills, and ability to thrive in team environments
  • A drive to succeed as evidenced by academic achievement, professional experiences, and campus involvement
  • Business acumen, attention to detail, and comfort with quantitative concepts (for business internships)
  • Professionalism, maturity, and strong communication skills
  • Analytical thinking and problem-solving capabilities

Our program scored a 97% satisfaction rate from our participants. Get ahead and jump-start your finance career today.

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