Relevant training for an evolving profession
Wall Street Prep's Asset Management programs are tailored to the varying roles and responsibilities with different "need to knows":
- Client Relationship Management
- Product Strategy
- Global Portfolio Solution (Multi-Asset)
- Portfolio Management / Trader (Single Asset)
- Credit Analysts / Equity Analysts
Skills We Teach:
WSP Training in Action
Learn how we work with L&D at global asset management firms to achieve learning goals with innovative training programs
WSP partnered with this client to deliver annual classroom training for its new investment professionals, recurring Excel and PowerPoint best practices workshops for non-investment professionals and on-demand online learning for back office team members.
A leading global investment firm partners with Wall Street Prep to deliver "just in time" learning and group-specific learning journeys across its investment banking division (IBD) on Finance Passport© — an LXP built for investment banking professionals.
into training programs
We integrate Bloomberg into course content and Bloomberg applications are taught alongside markets content.
Participants can review online recordings after the class with the instructor guiding participants step-by-step with keystrokes highlighted
How We Work
WSP is the only firm in the market with insight and expertise into running truly customized asset management training programs. Before presenting a comprehensive training program, we strive to deeply understand the makeup of your population, the goals of the stakeholders involved in training decisions, and how the programs we deliver fit within your organization's broader learning culture.
Before presenting a training program, we strive to understand the makeup of your population, the goals of the stakeholders involved in training decisions, and how the programs we deliver fit within your organization's broader learning culture.