Investment Banking Analyst Simulator
Get the perfect preparation for working on the desk at an investment bank with our analyst simulator course.
Work across multiple teams as your managing director assigns tasks new projects. Complete critical day to day tasks with guidance from your associate. Build your confidence in financial modeling, valuation methods and much more, all using real company data.
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3000+ students enrolled
7
Hours to Complete
8
Topics
37
Practical exercises
Investment Banking Analyst Simulator includes
- Using real live data from Felix, complete a partcomplete three statement model using consensus estimates
- Build a cash flow statement
- Fill in cash and short term debt in the balance sheet, using the cash flow statement as the source
- Build circular interest
- Check operating statistics to ensure the model is sensible and realistic
- Case study to calculate the EV / LTM EBITDA multiple for a real company using live data
- Diluted equity is calculated from basic shares, plus shares from dilutive securities
- The equity to EV bridge is used to calculate EV
- The last twelve month’s (LTM) EBITDA is calculated and compared to the old multiple from 2 months prior
- Use Felix to supply real historical and forecast assumptions using live data for a company’s free cash flows
- Determine a company’s WACC using live data from Felix
- Using Felix to provide a live adjusted beta from a specific peer group set
- Calculating a company’s implied enterprise value and equity, using Felix for the most recent EV bridge figures for the company
- Case study to calculate the EV / LTM EBITDA multiple for a real company using live data
- Diluted equity is calculated from basic shares, plus shares from dilutive securities
- The equity to EV bridge is used to calculate EV
- The last twelve month’s (LTM) EBITDA is calculated and compared to the old multiple from 2 months prior
- Integrate project-specific assumptions into a financial model, including bond issuance and revenue forecasts
- Adjust income statement, balance sheet, and cash flow to reflect new assets, debt instruments, and CapEx
- Calculate and interpret key credit metrics like net debt/EBITDA and interest coverage
- Apply real-time industry data from Felix to enhance modeling accuracy and realism
- Estimate bond interest rates using Felix’s discount rate and credit spread tools
- Make financing decisions based on model outputs and credit metric thresholds
- Analyze LBO target selection criteria and key transaction assumptions
- Build a complete LBO model using a structured Excel template
- Calculate enterprise value and acquisition price using market data
- Develop detailed operational, CapEx, working capital, and debt forecasts
- Model interest expense, debt amortization, and equity returns
- Explore deal optimization strategies such as preference share financing
- Understand the deal context and strategic rationale of an M&A transaction
- Define key deal assumptions including synergies, tax rates, and credit metrics
- Build and forecast revenue and earnings using real-time data and Excel modeling tools
- Perform detailed target valuation incorporating acquisition premiums and dilution adjustments
- Construct a complete financing structure with sources and uses of funds
- Calculate EPS accretion/dilution and assess strategic and qualitative deal risks
- Comparison of EV multiples across consumer and tech sectors
- Sector analysis, reviewing EV/EBITDA and EV/Sales multiples in consumer services, packaged software, and recreational products
- Comparable company analysis, evaluating profit margins, growth rates, and M&A impacts
Investment Banking Analyst Simulator
| skills-certificate
Investment Banking Analyst Simulator
7
37
Practical exercises
Gain practical experience as an investment banking analyst working on a live deal. You’ll complete tasks set by a Managing Director covering modeling, DCF, M&A, LBO, valuation multiples, and more using real company data via Felix. With support from an associate, you’ll build the core skills needed to transition confidently into investment banking.
Modeling Challenge
25 video minutes
4 excel exercises
Video minutes 25
Excel Exercises 4
LTM Multiple Challenge
26 video minutes
4 excel exercises
Video minutes 26
Excel Exercises 4
DCF Challenge
27 video minutes
5 excel exercises
Video minutes 27
Excel Exercises 5
Multiples Challenge
14 video minutes
2 excel exercises
Video minutes 14
Excel Exercises 2
Debt Capacity Challenge
21 video minutes
5 excel exercises
Video minutes 21
Excel Exercises 5
LBO Challenge
44 video minutes
8 excel exercises
Video minutes 44
Excel Exercises 8
M&A Challenge
41 video minutes
6 excel exercises
Video minutes 41
Excel Exercises 6
Synergies Challenge
22 video minutes
3 excel exercises
Video minutes 22
Excel Exercises 3
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- Everything in the Boost plan
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| Single Course | Boost Plan | Pro Plan | |
|---|---|---|---|
| Completion certificates | 42 | 42 | |
| Skills certificates | 1 | 59 | 59 |
| Micro-degrees | 12 | 12 | |
| Lifetime access to course | |||
| Expert instructor support | |||
| Practical exercises to work alongside videos and quick quizzes to test your understanding | |||
| Searchable library of 480+ playlists, 4000+ videos and Q&As | |||
| 12 role-based learning pathways, including Investment Banking, Equity Research, Sales and Trading and more | |||
| Weekly live webinars | |||
| Streamlined company data (WACC. & EV bridge calculator, custom comparables) | |||
| Current and historic filings for over 7000 firms globally | |||
| Current and historic filings for over 4000 US firms | |||
| Link to, label and share data points in filings (limited to 10 for Free and Boost users, unlimited for Pro) | |||
| Regional and industry data sets | |||
| Ready-to-use sector and transaction models | |||
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