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


UBS Announces Takeover of Credit Suisse

20 Mar 2023

On Sunday 19th March, UBS announced their agreement to buy Credit Suisse for $3.25bn, creating one of the biggest banks in Europe with over $5 trillion in total invested assets. This followed negotiations brokered by Swiss regulators to safeguard the country’s banking system and attempt to prevent a global banking crisis. Credit Suisse shares collapsed by 60% the following Monday morning, while UBS traded 10% lower. Our Founder and Managing Director, Alastair Matchett, shared his reservations on the deal on LinkedIn, highlighting the short-term earnings dilution for UBS and the ‘meager’ takeover price. In this article, we explore this blockbuster deal in more detail. 


Football Field Analysis

13 Mar 2023

Building a football field mechanically can be learnt through practice. But creating a football field that makes business sense to your boss or to a client can be much harder. Here are our key football field analysis tips to ensure your football field meets industry standards.


Investment Banking Summer Internships 2023: Open Applications & Deadlines

06 Mar 2023

To ensure you get the best shot at securing work experience for next year, we’ve compiled a list of open opportunities from the biggest Wall Street firms, including Morgan Stanley and J.P. Morgan.

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