Analyst Prep Program
Take your education to the next level with our 6-month one-on-one mentoring, technical training, and hands-on internship
Internship • Training • One on One Mentoring • Career Development
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:
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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 target undergraduate students who have demonstrated academic achievements, leadership, team work and are active members on campus or in their communities.