A renowned asset manager asked us to create a training program which would encourage a strong buy-side mindset in their new hires and give them the confidence to justify their decisions as investors.
Participants were all recent graduates, but not all from finance backgrounds. The training needed to be delivered globally, to cater to analysts in London and Asia, across multiple time zones.
As well as delivering a rigorous technical skill set the training also needed to dive deeply into a range of topics and asset classes, relevant to their desk role.
A considered schedule of adaptive pre-work, delivered through our Learning Management System, gave participants the best chance of being on a level playing field when the seven days began. Students took small quizzes on nine key topics, depending on their results, they could skip or dive into on-demand learning.
To deliver the training effectively across different time zones, the core teaching day ran from 7am-2pm BST. Case studies took place either side of the teaching day from 5:30-7am for the Asia cohort and 2-3:30pm for the London students.
For the first five days, the analysts were taught together, covering everything from financial analysis to modeling and valuation. For the final two, they were divided into equities and fixed income streams to allow for more asset specific, case study heavy work.
The feedback from students was overwhelmingly positive, after the seven days of training, they felt ready to produce meaningful analysis and create value for investors.
We have worked on this program over several years, and the front office appreciate the fact that we have continued to tailor and update the program as their needs have changed, to deliver the best analysts possible. We work closely with stakeholders in the business, to gain their feedback on both delivery and content.