Become A Future Investment Analyst.
Our Investment Analyst Programme is designed for aspiring professionals targeting roles in equity research, asset management, hedge funds and the buy-side.
Through structured learning, live case work and one-to-one mentorship from practising investment analysts, you'll develop the skills firms expect from day one.
David Chen, CFA
Senior Investment Mentor
98%
Of participants report stronger investment readiness within 6 months.
Investment Modules
Live Markets — Real-time equity & macro analysis sessions.
Entry Level
No Prior Experience Required
Open to graduates and career changers from any academic background.
Duration
3-Month Mentorship Programme
Structured, mentor-led training with practising finance professionals.
Outcome
3 Months Of Real Work Experience
Placement support to secure a three-month employment experience post-programme.
How The Programme Works
From no experience to a finance career in three months.
A guided pathway designed to remove the experience barrier — built around real work with a partner company and a senior mentor.
Step 01
You Start With No Experience
Open to any background — graduate, career changer, self-taught.
Step 02
Consultation Call
A one-to-one call to understand your goals, background and fit.
Step 03
Onboarding
Matched with a partner company and a senior analyst as your mentor.
Step 04
Daily Real-World Tasks
You receive a live task each day, complete it, and submit it back.
Step 05
Feedback Loop
Your mentor reviews every submission — what worked, what to improve.
Step 06
Reference + 3 Months Experience
Walk away with a partner reference and three months on your CV.
Outcome 01
Real reference from a partner company
Outcome 02
Three months of verified work experience on your CV
Outcome 03
No longer rejected for lack of experience
Why It Exists
Built around the way investment teams actually work.
The buy-side is one of the most competitive areas of finance. Investment teams want analysts who can build a thesis, defend it, and pressure-test it against the market.
Academic knowledge alone is rarely enough. Firms look for people who can read a 10-K, run a model, frame a recommendation and communicate it like an analyst — not a student.
The Investment Analyst Programme is built to close that gap with practical, mentor-led training focused entirely on investment analysis.
Programme Benefits
Why choose our programme?
More than theory. A structured entry point into a high-stakes industry through rigorous, mentor-led preparation.
Investment-Grade Practical Exposure
Hands-on work with equity research write-ups, DCF and comparables models, earnings analysis and investment memos that mirror real desk output.
Buy-Side Network
Direct exposure to mentors and contacts across asset management, equity research and long-only / hedge fund strategies.
Recognised Completion
A structured certificate of completion to validate the analytical work you've delivered across the programme.
One-to-One Investment Coaching
Tailored stock pitch coaching, model reviews, CV development and interview preparation focused on investment roles.
Structured Curriculum
A clear framework covering valuation, modelling, equity research and portfolio theory.
Flexible & Remote
Designed to fit around university, work and other commitments.
Stock Pitch Practice
Live pitch sessions with feedback to sharpen your investment thesis and delivery.
How We Work
The journey to a finance career.
Selection
We assess your background, motivation and interest in investing to ensure the programme is the right fit.
Core Investment Fundamentals
Financial statements, valuation, modelling standards and equity research frameworks.
Mentor Pairing
Matched with a practising investment analyst for one-to-one stock pitch and thesis work.
Placement Support
Leverage our recruitment network to access investment analyst opportunities with our partner firms.
Programme Curriculum
What you will learn
17 structured modules designed to take you from fundamentals to a professional investment analyst.
Ratio Calculations
Learn how to calculate key financial ratios used to assess company performance.
Ratio Analysis and Interpretation
Learn how to explain what the ratios mean and use them to judge financial strength, risk and performance.
Peer Identification
Learn how to identify comparable companies for benchmarking and investment analysis.
Revenue and Cost Drivers
Learn what drives company revenue and costs, and how these affect profitability.
Market Research Report
Learn how to research an industry, market trends, competitors and investment opportunities.
Financial Modelling, Historical Data Inputs
Learn how to input past financial data into a model as the starting point for analysis.
Identifying and Entering Drivers
Learn how to select key assumptions such as growth rates, margins and costs for forecasting.
Building the Revenue Model
Learn how to forecast future revenue using business drivers and assumptions.
Building Operational Forecast Model
Learn how to forecast operating costs, profit and business performance.
Linking Balance Sheet
Learn how to connect the balance sheet correctly within a financial model.
Linking Cash Flow Statement
Learn how to link cash flow movements to the income statement and balance sheet.
Forecasting the Operational Model
Learn how to project the company's operating performance into future periods.
Forecasting the Three Statements
Learn how to forecast the income statement, balance sheet and cash flow statement together.
Balancing the Three Statements
Learn how to check that the financial model works correctly and the statements balance.
CAPM Formulas and PV Calculations
Learn how to calculate cost of equity using CAPM and apply present value calculations.
Drafting Investment Note
Learn how to write a clear investment note with analysis, key findings and recommendation.
Completion of Investment Note
Finalise the investment note into a professional document suitable for review or presentation.
Hear From Our Cohort
The voices behind the programme.
Real stories, recorded by real participants and mentors. Tap any clip to play.
Candidate Feedback
Real feedback from people we've supported.
The programme transformed how I think about a company. By the end I could build a real investment thesis and defend it — that's what got me through interviews.
The mentorship and stock pitch sessions were the most valuable part. It was the first time I felt I was being trained like an actual analyst.
I went from struggling to model a company to running a DCF and writing an investment memo I was proud to send to firms.
Programme FAQ
Frequently asked questions.
Who is the Investment Analyst Programme for?
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Students, graduates and career changers targeting equity research, asset management, hedge funds and other buy-side investment roles.
Do I need a finance degree?
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No. We accept candidates from any academic background, but a genuine interest in markets and investing is essential.
Is the programme remote?
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Yes. Delivered remotely with flexible participation so it fits around your other commitments.
What's the difference vs. the Financial Analyst Programme?
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Investment Analyst focuses on the buy-side — valuation, modelling, equity research and stock pitching. Financial Analyst focuses on corporate finance, FP&A and commercial analysis.
How do I apply?
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Apply via the form below and a member of our team will be in touch to discuss the next steps.
Take The Next Step
Ready to train as an investment analyst?
Applications for the next cohort are open. Limited places to maintain the quality of one-to-one mentorship.