Welcome To Our Online Junior Analyst Program

The premier skill development training program not found anywhere else

Develop the core financial analyst soft and technical skills with our advanced training and case study method

What You’ll Learn

Technical & Soft Skills

  • Corporate finance
  • Accounting introduction
  • Build financial models from scratch
  • Corporate Valuation
  • Technical chart analysis
  • Leveraged buyout modeling
  • Mergers & acquisitions analysis
  • Excel functions and shortcuts
  • Understanding SEC filings, 10K & 10Q reports
  • Create professional investment presentations in power point
  • Learn financial statement analysis

How To Create Professional Investment Reports

Advanced Skills

  • Analyze companies from multiple perspectives
  • Assess company situations, identify issues and create solutions
  • Build client-ready pitchbooks from scratch
  • Writing an effective resume
  • Interview skills


  • No experience is required.
  • We will cover the basics and gradually increase your knowledge.
  • A strong commitment to learning a new skill.
  • You will need Microsoft Excel 2010 version or newer
  • You will need Microsoft PowerPoint 2010 version or newer.

Program Description

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.

Frequently asked questions

Who is this program for?

  • College students or professionals
  • Anyone looking to acquire the core technical and soft skills professionals on Wall Street implement on the job
  • Anyone who wants a career transition into finance
  • For entrepreneurs aiming to gain practical experience to develop and grow a business
  • Anyone looking to learn financial modeling, company valuation and stock analysis skills

How long will it take to complete the program?

  • The average time it takes to complete this program is 8 – 12 weeks.

How does the 1-on-1 review session work?

  • After you complete your case studies in Phase 3, one of our Analysts will review your investment presentations and provide you with feedback on how to improve it.

Online Junior Analyst Program

For careers in Investment Banking, Private Equity, Hedge Funds, Venture Capital and Corporate Development
The Program Overview

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.

Learning Objective

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.

The Outcome

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 $945

Our Training Process

Phase 1: Technical Finance Skills

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.

Phase 2: Case Study Method

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.

Phase 3: Career Development

In this phase, you’ll learn how to brand yourself to land your dream job. We provide guidelines and the principals to building an effective resume to help you stand out. In addition, we provide you with our interview prep course designed to help you better prepare for interviews and answer questions with a high degree of confidence.

Our Students Work At


Happy Students


Mentored Hours





Meet Your Instructor And Our Founder

“I love sharing my knowledge by teaching and helping junior professionals and students achieve their potential.”

Luis Romero

Mr. Romero is the Founder and Managing Partner of Romero Capital, a private family fund. Prior to founding Romero Capital, he served as senior instructor at the New York School of Finance and conducted financial training programs for corporate and individual clients across the U.S., Canada and Germany. Before this, he was an equity analyst and trader at Seven Points Capital executing long and short equity strategies. Mr. Romero 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’s passion for teaching led him to found Romero Mentoring in 2016, an education, mentoring and investing platform for student analysts. Mr. Romero currently serves as mentor and instructor at Romero Mentoring and is educating the next generation of investment analysts. Mr. Romero holds a B.B.A. in Finance and Investments with a minor in Philosophy from Baruch College, Zicklin School of Business.

  • Over a decade of Professional Experience
  • Eight Years Designing and Executing Financial Training Programs
  • Over 500 Finance Professionals and University Students Mentored
  • Former Hedge Fund Analyst and Trader
  • Former Mergers & Acquisitions Investment Banking Analyst

Our Program At-A-Glance

100% Online

Real-World Case

Live 1-on-1 Review

2 Months Average Program Completion Time

Study At Your
Own Pace