Asset Management training for active fund managers.
Give your analysts access to the tools and training needed to create strong returns in negative headwinds.
There's a reason we're trusted to teach wall street's best analysts
Experience
With instructors from J.P. Morgan, Goldman Sachs, Barclays, and other bulge bracket heavyweights, we deliver an unparalleled learning experience.
Scope
From investment banking fundamentals to specialized PE and asset management courses, we’ve got the resources to create bespoke training for any business needs.
Flexibility
We deliver optimized training for your cohort and budget, whether it’s in-person, virtual, on demand, or off the shelf.
There's a solution for everything.
Onboarding programs for select cohorts
Onboarding programs for lateral hires
Felix learning: Answers on-demand
Felix analytics: Filings at your fingertips
Technical & Modeling Helpdesk
Continuing education to turn analysts into trusted advisors
Onboarding programs for select cohorts
Successful asset managers understand themselves as investors and are confident enough to justify their decisions while providing strong overall returns. We provide analysts with the rigorous technical skill set needed to understand investment opportunities and translate them into meaningful analysis.
Onboarding programs for lateral hires
Ensure lateral hires develop a strong buy-side mindset through small group and one-to-one coaching. We instil the importance of using models as a starting point for deeper, more considered analysis by multi skilled, active managers with the client's interests in mind.
Felix learning: Answers on-demand
Your analysts need to move fast to react to market changes, give them access streaming library of 2,800+ technical videos to answer questions on-the-go. Perfect for when analysts need to refresh knowledge to understand key company differentiators and out-pace the competition.
Felix analytics: Filings at your fingertips
Easily accessible, streamlined company and market data. Analysts can automatically adjust inputs for models and gather industry comps in 60 seconds. Sift through a myriad of announcements and reinforce advice with the ability to highlight and link to data points in financial filings.
Technical & Modeling Helpdesk
Give your analysts access to our team of expert instructors, trusted to train at Wall St's biggest firms. Third party reviews of model mechanics, available inside and outside of office hours, encourage analysts to think out-side the box and make stronger recommendations.
Continuing education to turn analysts into trusted advisors
Felix Live, our cost-effective continuing education solution, is here to ensure your analysts never stop learning. We deliver live sessions on market-relevant topics such as debt restructuring to help your team grow their skills and become the best possible resource for clients. Elegantly dovetailing with our on-demand learning, Q&A and up to date market and company data platform.
Still have questions?
Americas
+1 212 540 5590
500 Mamaroneck Avenue, Suite 320, Harrison, NY 10528
APAC
+852 2456 5218
Units A-C 25/F Seabright Plaza, North Point, Hong Kong
EMEA
+44 203 355 5042
105-107 Farringdon Road, London, EC1R 3BU