Andrea Ward

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Managing Director & Instructor

Andrea brings over 22 years of experience designing and delivering bespoke finance training programs. She began her investment banking career in the M&A team at Lehman Brothers, overseeing private equity as well as media and technology transactions. Andrea left the industry to start her instructing career, managing AMT Training globally. She then joined Financial Edge in 2018 as managing director and instructor.


José Carlos M. Iráculis

ModelOff Workshop

Andrea, thanks for your introduction to LBO modeling. Probably the best session at ModelOff!


Associate at One of the Top 10 Investment Banks

Andrea is the best advantage. She knows investment banking well and gave us a lot of hands on, practical knowledge.

Get to Know Andrea

Watch the video to find out more about managing director, Andrea. She let’s us in on how she become a financial instructor, her teaching style, and what she believes makes a top student!


Free Finance Resources


Expected Returns

24 Jul 2024

The expected return on an investment is the anticipated profit or loss over a specific period. It is expressed as a percentage of the initial investment and considers the appreciation (or depreciation) of assets and capital as well as any income received during the period, such as dividends or interest. Expected returns are usually calculated using historical performance data, which may not provide reliable forecast, and therefore should only be considered as guidance for probable future outcomes rather than as guaranteed returns. In addition, actual returns can also be influenced by market volatility, economic changes, sector or industry trends, and/or company-specific issues (also called idiosyncratic risk).


A Day in the Life of an Investment Research Analyst

24 Jul 2024

The core responsibility of an investment research analyst is to provide investment recommendations to portfolio managers (this type of role is referred as “buy-side”) or third-party clients such as individual investors (“sell-side”). This includes both generating new ideas and monitoring the existing holdings in the portfolio. Analysts evaluate financial, market, and economic data along with various qualitative aspects such as the quality of management and the competitive edge of the product/service that the company offers


Top Professional Finance Certifications 2024

17 Jul 2024

In the world of finance, professional certifications are powerful tools that allow professionals to enhance their profiles and increase both employability and earning potential.

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