Welcome to our Online Financial Analyst Prep Program
A One-Of-A-Kind Finance Internship Experience
Take your education to the next level with our one-on-one mentoring, technical training, and hands-on internship. The Analyst Prep Program is designed for students pursuing a career in investment banking, equity research or trading.
Financial Training & Analyst ProjectsLearn the skills and methods applied by Wall Street Finance Professionals
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.
Messaging and more…
Mentoring & Career DevelopmentWork alongside your mentor to build your story and personal brand
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.
Soft and Technical Skills
Resume & Cover Letter Review
Mock interview prep and more…
Finance Internship ExperienceThis is a unique opportunity students won’t find anywhere else
Analyst interns are given a high degree of responsibilities and autonomy during their finance internship experience.
Interns are expected to work and complete projects in the following areas:
Investment Research Reports
Participants are staffed with a senior professional
Collaborate, network and work with other participants
We Prepare Students For Wall Street Careers in:
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.
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 Finance Learning Experience
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.
Performing due diligence
Assumptions and model drivers
Cash flow statements
Equity analysis or Equity research
Error proofing your Financial Model
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.
Discounted Cash Flow analysis
Comparable Company analysis
Precedent Transaction analysis
Sum of the Parts analysis
Weighted Average Cost of Capital
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.
Support and Resistance
Double Tops & Bottoms
Gartley AB = CD Pattern
Supply & Demand
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.
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.
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
Why Choose Romero Mentoring?
Finance Mentor Dedicated To Your Success
Your instructor for the Analyst Prep Program has over a decade of professional finance experience. Learn the ins and outs of Wall Street and their techniques.
Online Training & Internship
Learn the world of finance from the comfort of your home. Our online training follows a video structure format similar to a college class
lecture. Pairing this with review sessions and an online finance internship make the Analyst Prep Program a unique experience unlike anything you’ve seen.
Access To A Growing Community Of Finance Students and Professionals
The Romero Mentoring community is a constantly growing with new students that want to advance their finance career. All Romero
Mentoring students get access to a community of alumni professionals to network with.
Our program scored a 97% satisfaction rate from our participants. Get ahead and jump-start your finance career today.