Diverse Backgrounds

The primary challenge for this program was the diversity of experience within the cohort. Economics and finance graduates needed to become technically competent in the same time frame as lateral hires, who possessed a great deal of industry, but not financial, experience. This required a dual program, delivered by one trainer.

Level the Playing Field

Felix, our on-demand toolkit for analysts and associates, was crucial in creating a level playing field across the class. The searchable library of 4000+ tagged videos allowed students to fill knowledge gaps when they arose, pre-, post, or during instructor-led sessions.

Encourage Collaboration

Because these associates work across so many industries, we decided to produce a case study based on the investment committee presentation. This encouraged students to work collaboratively, in small groups, and also allowed them to practice presentation and PowerPoint skills.

Advanced Training

Several months later, we conducted a follow-up, in-person program. This allowed us to teach more advanced valuation, LBO and modeling skills without overwhelming students at the beginning of their careers. Crucially, it also gave students, who may have been nervous to admit skill gaps or confidence issues to their colleagues or seniors, the chance to get face-to-face help from our instructor.

Desk-ready

The client was extremely pleased with the skills the new hires acquired over the program. By the time they arrived at the desk, they had experience using real market and company data to solve problems and form considered opinions on potential investments.