Financial Analysis Mastery Programs
We've been training investment professionals since 2019. Not through lectures and theory dumps, but through real market scenarios that prepare you for actual financial analysis work. Our autumn 2025 cohorts start in September.
Every program here reflects what portfolio managers and research analysts actually need. Because we built these tracks with input from people who've been doing this work for years, not from what sounds impressive in a brochure.
Two Distinct Learning Tracks
Pick the path that matches where you're headed. Both programs run for the full academic cycle starting September 2025, with winter break between December and January.
Equity Research Fundamentals
This track focuses on company valuation, financial statement analysis, and building investment theses. You'll spend most of your time working through actual earnings reports and building DCF models.
- Financial statement analysis using real 10-K and 10-Q filings
- Valuation modeling including DCF, comparables, and precedent transactions
- Industry analysis frameworks for sector research
- Writing investment memos and presenting recommendations
- Understanding management guidance and conference call analysis
Portfolio Analytics & Risk Management
This program covers portfolio construction, performance attribution, and risk measurement. Expect lots of work with historical data and building risk frameworks from scratch.
- Modern portfolio theory and asset allocation strategies
- Risk metrics including VaR, tracking error, and Sharpe ratios
- Performance attribution and factor analysis
- Stress testing portfolios using historical scenarios
- Building risk management frameworks for investment firms
Finding Your Program Match
Here's how past participants figured out which track made sense for them. Your situation might be different, but these questions usually help narrow things down.
Deep Company Analysis
You enjoy reading annual reports, understanding business models, and figuring out if a stock is worth buying. Consider Equity Research.
Portfolio Strategy
You're more interested in how different investments work together, measuring risk, and optimizing overall returns. Look at Portfolio Analytics.
Finance or Accounting Experience
You'll find the Equity Research track builds naturally on what you already know about financial statements and company fundamentals.
Quantitative Background
If you're coming from math, statistics, or engineering, the Portfolio Analytics program will let you apply those skills to investment problems.
Starting Fresh
Either track works if you're willing to put in the foundation work. Equity Research tends to feel more accessible at first without heavy quant background.
15-20 Hours Per Week
Both programs expect this level of commitment. You'll need time for readings, problem sets, and working through actual case studies.
Less Than 15 Hours
These programs might not be realistic right now. The material builds on itself quickly, and falling behind makes it hard to catch up.
Where Graduates Have Gone
Everyone's career path looks different. Here are three people who went through our programs between 2022 and 2024, showing the range of backgrounds and outcomes.
Marcus Chen
Marcus came from an engineering background and completed the Portfolio Analytics track in 2023. He now works on risk assessment for a mid-size asset manager. The transition wasn't instant—it took him four months of applications after graduating.
Portfolio Analytics 2023
Vera Kowalski
Vera switched from accounting to equity research after our 2022 program. She covers software companies now. Her accounting background helped with financial analysis, but she says learning to write investment theses was the bigger challenge.
Equity Research 2022
Patricia Okoro
Patricia graduated from our Portfolio Analytics program in early 2024 and works in performance measurement now. She had a math degree but no finance experience before starting. The program helped her understand how the investment industry actually operates.
Portfolio Analytics 2024Autumn 2025 Enrollment Opens May 1st
Both programs start the second week of September. We cap each cohort at 28 participants to keep the group size manageable for case discussions and feedback.