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Shaping the Next Generation of Equity Research Analysts
Our firm-wide corporate training program is specifically designed for equity research analysts in investment banking and asset management.
Our mission is to rapidly advance the growth of early-career analysts and enhance their productivity, enabling them to contribute to their departments' performance more swiftly.
Six Core Training Modules
Module 01
This module covers financial statements analysis, company model construction and valuation assessment.
Module 04
Here we delve into essential presentation skills to Sales, Traders (sell side) and Portfolio Managers (buy side).
Module 02
Here we focus on the essential thought process for building a comprehensive equity investment case.
Module 05
Our focus in this module is on enhancing engagement with company management and sell/buy side counterparts.
Module 03
This session is dedicated to the art and craft of writing an equity research report, from content to structure and writing style.
Module 06
In this module, we explore the ways to integrate Environmental, Social and Governance factors into research by sector.
Our Frameworks & Templates
We believe that critical thinking is essential for equity research analysts.
While frameworks provide structure and accelerate baseline learning, they also allow to focus on creative reasoning.
We developed a series of frameworks and templates which are still being used by our clients many years later.
Here is a preview.
Book Your Corporate Training Today
Reach out to us to explore our tailored corporate training solutions.
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