Associate Program Overview

Program Overview

Designed for current MBA students and professionals pursuing careers in finance, consulting and start-ups. Our program experience will accelerate your technical and soft skills learning by providing a hands-on approach with a dedicated mentor to help students gain a deep level of understanding to be desk-ready on day one.

Our three phase program has a total of 155 hours of training combined with an internship. Our curriculum is designed around 12 years of professional experience to fill the learning gaps individuals experience during the first 12 months on the job. With our comprehensive curriculum and case study method, students will shorten the learning curve in a matter of weeks. The results are well-trained students with a high level of productivity output.

Program Overview Laptop

Phase 1. Training Curriculum

Designed to build core technical skills with a foundation in. corporate finance, accounting, financial modeling, valuation, leveraged buyout, and mergers & acquisitions analysis.

Phase 2. Case Study

Designed to provide on-the-job scenarios where students are faced with assessing client situations. Through our case study method, students learn about the due diligence process with focus on what to pay attention to, what’s important, asking the right questions, and formulating recommendations while applying the technical skills learned during the technical training curriculum.

Phase 3. Internship Experience

As an investment Associate intern, you will work directly with our founder and be immersed in investment research and strategic consideration projects. Associate interns are given a high degree of responsibilities to complete projects.