The Junior Analyst Program was carefully designed to teach students all the soft and technical skills needed for a career in finance that is applied by finance professionals each day on the job. Our curriculum and content are grounded with best industry practice giving you a full immersion into the world of finance. By the end of the program, you would have a strong understand of the stock analysis process and how professional analysts formulate investment ideas from their analysis. You will master the skills professionals on Wall Street use each day.
Shorten the learning curve. Learn the skills and gain the hands-on experience needed to become a professional analyst in weeks.
Learn the technical modeling skills and high-level thought process of acquiring and selling companies. The program emphasizes the critical thinking required to solve problems for clients, including raising capital, debt, equity financing, M&A and LBO transactions. Additionally, you’ll learn the technical and soft skills to analyze stocks like a professional and be able to create your own investment reports from scratch.
Develop a strong fundamental knowledge of accounting, Excel, financial modeling, chart analysis and the investment process required to work as a research or investment analyst. Understand the thought process behind LBO transactions while learning financial modeling complexities. Identify issues within the project and apply critical thinking and the correct skills to solve problems.
Gain the soft and technical skills applied by analysts each day on-the-job. You’ll know how to build complex financial models, perform valuation, and understand the role of an analyst in corporate finance. You’ll be prepared and desk-ready on day one of your finance career.
Curriculum & Tuition | ||
---|---|---|
Training Modules – Technical Training | Self-Study Hours | Review Sessions |
Business Fundamentals | 4 | |
Financial Modeling | 7 | |
Corporate Valuation | 6 | |
Technical Analysis | 2 | |
Leveraged Buyout Modeling | 6 | |
Mergers & Acquisitions Modeling | 6 | |
Case Studies – Practical Application | ||
Investment & Valuation Case - Amazon | 14 | |
Leveraged Buyout Case – Express | 6 | |
Career Development | ||
Building Your Resume / Interview Prep | 3 | |
Total | 54 | 1 |
Tuition | $390 |
During this phase, you will develop core technical skills with a foundation in corporate finance, accounting, financial modeling, valuation, leveraged buyout, and mergers & acquisitions analysis.
During this phase, you will work on case studies designed to teach you how to analyze companies from multiple perspectives. You’ll learn to assess company situations, identify modeling issues and formulate your own opinion on the company. You’ll be able to provide your own recommendation like a professional.
During this phase, you will work on case studies designed to teach you how to analyze companies from multiple perspectives. You’ll learn to assess company situations, identify modeling issues and formulate your own opinion on the company. You’ll be able to provide your own recommendation like a professional.
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“I love sharing my knowledge by teaching and helping junior professionals and students achieve their potential.”
Mr. Romero has over a decade of professional finance experience. He is the principal and founder of Romero Capital, a long/short family equity fund. Before this, he conducted financial training programs for corporate and individual clients across the U.S. and the world.
He was an equity analyst at Seven Points Capital and began his career at Credit Suisse as a Mergers & Acquisitions analyst in New York where he acquired deal experience in the technology, industrial and health care industries. He has also worked with start-ups in the food & beverage and education sectors.
Mr. Romero graduated from Baruch College, Zicklin School of Business with a B.B.A. in Finance and minor in philosophy.