Case Study: Getting Lateral Hires with No Banking Experience Upto-speed Online
It can be challenging to train up non-finance employees efficiently and effectively in banking.
Our client, a global advisory house, regularly recruits lateral hires from varying backgrounds such as accounting, law, and other industries. These new hires join their teams and need to get up-to-speed as quickly as possible, ideally with formalized training rather than just reviewing materials from full-time programs.
Financial Edge’s “The Investment Banker” product provides a structured virtual program, covering all major topics from financial statement analysis to deal structuring. The online course can be completed anywhere, anytime, and participants are guided through the process of completing a transaction with real-life case studies and workouts. In addition, each section contains quizzes and tests to allow for ongoing knowledge checks.
We supplemented the virtual program with office hours and live Q&A, ensuring successful completion with minimal disruption to on-desk work. Participants are certified once all modules have been completed, demonstrating they have taken the time to successfully upskill on the job.