Case Study: Maximizing Analyst Performance and Engagement with a 2-year Training Program
The key to high-performing analysts? Ongoing learning.
One of the top US investment banks wanted to integrate continued learning into their annual analyst program. They approached us to help design a formal 2-year training program for new hires. As the participants are positioned in different countries, in-person training is only possible once a year. Therefore, it made sense to complement the instructor-led classrooms with access to Felix, ensuring analysts can learn on-demand wherever they are.
The Learning Journey
This starts as soon as full-time contracts are signed, engaging incoming analysts with pre-learning and client specific content. Following this, new hires take part in a comprehensive induction program covering all aspects of investment banking and professional development to ensure participants are well prepared for their desk start. This year we delivered completely online, following the below structure:
- 3-day bootcamp, followed by a 12-day main program with 44 live virtual sessions integrated with self-study to solidify learning and practical group case study workshops.
- The training team included 3 instructors and 2 TAs.
Analysts are then brought back together a year later for professional and technical training, which allows for continued networking across the different EMEA offices. This year, due to the virtual nature of the program, participants took part in seven webinars, 2 hours each.
Outside of the annual training, participants remain engaged with Felix playlist recommendations which help to facilitate additional upskilling. On top of this, analysts attend regular virtual sessions aimed at deepening their understanding of topics covered during their induction program, as well as focusing on additional product and transaction training. Employees are involved in the selection of topics covered throughout the live sessions, ensuring that current market conditions and investment banking themes are covered extensively.