Neel Thakrar

Western University

Equity Research Analyst Intern

AD Capital

Overall Rating:
Training:
Internship:
Mentorship:
Career Development:

Review Date: Jan 26, 2023

Experience Prior To The Program

My financial background before was very basic and did not contain any professional or high-level financial knowledge. I joined the program as it was not only offering professional financial knowledge but also real life case studies and technical training that goes a long way in any financial individual’s career. My goals included learning and applying everything related to corporate finance and investment banking and attain the professional mindset as well as the skill set required to be the best possible version of myself.

Training Experience

The most valuable part about the training was the fact that there was in-depth knowledge and applications of every module. For example, the financial modeling module had three long videos with three different models and on top of that, there was also a modeling exercise on a real company (Chipotle). The structure and organization of all the training materials available on the platform really make you understand each and every aspect of the modules in detail. The training made me a very responsible and professional individual as professionalism requires hard work, patience, and sincerity which were the by products of the training.

The internship experience was absolutely stunning! The fact that I performed financial analysis on real-life companies was something that I was not able to fathom. I experienced and lived all the responsibilities of a full-time investment banking analyst which was a major leap for me as a sophomore at college.

Internship Experience

The internship experience was absolutely stunning! The fact that I performed financial analysis on real-life companies was something that I was not able to fathom. I experienced and lived all the responsibilities of a full-time investment banking analyst which was a major leap for me as a sophomore at college. The training I had received made me perfectly capable of handling all the responsibilities as I had to work long hours, play close attention to my work, and consider all factors responsible for the smooth functioning and structure of my investment case.

Mentorship

The one-on-one mentorship has to be the unique selling point of the program. The mentoring program is not like any other course on finance, it is a long, rigorous and extremely knowledgeable program with hands on experience. This was topped with the superb one-on-one mentorship. I really gained thousands of insights talking with my mentors. They have years of experience in the financial services industry which make them the perfect candidates to guide young students like me who are looking to break into the industry. One such example was Mr Romero providing a very strict yet eye-opening feedback on my first ever investment pitch on the company McDonald’s. That really changed everything and definitely made all my other presentations not only more precise but also clean and client-ready.

Career Development

The program set me up on track to become an investment banker. After the program, I knew what to look for and how as I had my mentors who supported and guided me throughout the program. The Analyst Prep Program provided exquisite insights on the interview process in investment banking which turned out to be very helpful. It gave me the mindset required to be an investment banker!

Final Remarks

The program was a blessing in disguise for me, from in-depth knowledge on corporate finance to full-on real life investment banking internship, it has it all. I thoroughly enjoyed every part of the program starting from the recruitment process to the internship. I would highly recommend the Romero Mentoring Analyst Prep Program to any student/individual looking to gain relevant field experience as well as improving or learning professional financial skills which would help them dearly in their career in the financial services industry. The program is a perfect fit for the students looking to transform their life to not only reach their career goals but also become the best possible version of themselves.