Wall Street Prep

The Finance Industry's
Most Innovative Training Programs

Learn why Wall Street Prep is the only training firm with the subject matter expertise needed to deliver truly customized training across the full financial services spectrum

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Blended
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Online
Learning
Intern
Programs
New-Hire
Training
Continuing
Development
Classroom
Programs
Blended
Learning
Online
Learning

Since the pandemic, more top global financial institutions have switched to Wall Street Prep than to any other provider

One global provider for all of your training needs

Investment Banking (IBD)

The day-to-day work of junior bankers has evolved. So has the way people learn. We design and deliver investment banking training programs that prepare new hires and existing professionals with the skills they need to succeed on job.

Global Markets (Sales & Trading)

Wall Street Prep has reimagined Global Markets training at leading investment banks globally. It all starts with passionate instructors who have traded the products they teach.

Equity Research

The world’s leading banks have turned to WSP to craft tailored programs that balance common logistical constraints with research-specific learning objectives and competencies.

Asset & Wealth Management

Our Asset Management programs leverage experienced faculty and a blended curriculum across Fixed Income, Equities, ESG and Portfolio Management, Leadership and Professional Skills.

Tech/Engineering and Operations

WSP works with L&D teams to deliver training for technology, engineering and operations professionals that establishes high awareness and understanding of the business lines, financial products and services they support.

Global Risk & Risk Management

We deliver graduate and CPD programs rooted in real case studies that build competencies of risk awareness, measurement & management and compliance & governance across your firm’s lines of business.

Finance & Treasury

WSP trains internal finance teams with specialized programs for Financial Planning & Analysis (FP&A) and Treasury professionals.

Corporate Banking

We deliver graduate (new hire) and CPD training programs for Corporate Banking professionals. Programs are delivered virtually and in person and range from technical skills such credit training and Excel modeling to communication and leadership skills.

Global Financial Institution Clients Include

A global bench of experienced faculty

The teacher is the key to a successful classroom experience, yet many training companies use lower cost non-practitioners to run training programs. We are experienced investment bankers, private equity and investment professionals who live for the "a ha" moment when concepts begin to stick.

  • Deepak Sarpangal

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  • Hannah Barnstable

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  • Sandya Swamy

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  • Pete Boukouzis

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  • Karine Blanc

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  • Andrew Federico

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  • Shabdha Chigurupati

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  • Brad Gibbs

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  • Katherine Dextraze

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  • Ayodele Ekhator

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  • Jessica Holton

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  • Daniel Martins

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  • Adam McGowan

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  • Femi Ogunjumo

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  • Caroline Rawe

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  • +70 More Instructors Covering All Finance Sectors & Groups
"Good bankers don’t automatically translate into good teachers. We invest considerably in instructor development, including comprehensive training programs and recurring development sessions that improve training content and teaching skill."
Gracie Pajonk
WSP Director of Talent Acquisition

An unrivaled depth and breadth of subject matter expertise

Technical Skills

We prepare interns, graduates and lateral hires with the full suite of practical technical skills expected as a baseline for desk readiness.

Competencies: Accounting, Excel, Financial Modeling, Valuation, M&A, LBO

Product Skills

Simulations and real world exercises establish an solid understanding of the financial products that are traded and sold.

Competencies: Capital Markets, Equities, Fixed Income, Derivatives, Real Estate, Private Equity, Credit

Technology Acumen

Programs for both investment (non-technical) and technical professionals deliver an understanding of the tech they're investing in.

Competencies: Python, Data Science, Machine Learning, Blockchain, Cryptocurrency

Professional Skills

Training focuses on refining communication and leadership skills and improving overall performance.

Competencies: Executive Presence, Presentation Skills, Client Management and Sales, Pitching

"Our employees are telling us this is the best virtual learning experience they have ever had. Getting our professionals in front of engaging virtual training is a key priority for us, so to get this level of feedback is a huge win."

- Associate Director of Learning & Development at a Global Investment Bank

"It’s night and day the preparedness from this year’s class, and I can’t thank you enough for that. They’re all doing really well, ramping quickly, and constantly say how helpful the sessions you taught were."

- Training Committee Member, Investment Bank that Switched to WSP in 2020

"WSP designed a program to introduce our interns to financial markets. We were thrilled with the outcome! Their ability to focus training on our own initiatives in growing product lines like ESG and alternatives was truly impressive.”

- - VP of Learning and Development, Global Investment Manager

"This training checked all the boxes. The simulations, trade pitches and Bloomberg exercises made the entire 2 weeks an incredibly engaging experience for our new hires. They're excited to get started and we're thrilled with where they're at."

- - -Director of L&D at a Global Investment Bank

"From what I hear from my b-school friends at other banks, our training sessions were the most detailed, personal, and intense (in a good way). I'm confident we're better prepared than incoming associates elsewhere."

- Participant in New Associate Training, Elite Boutique Investment Bank

"This training has been excellent! I expected it to mirror the online modules verbatim but it was much more tailored to what our groups at [company name withheld] expect from new associates.

- Participant in New Analyst Training, Top 10 Investment Bank

"Our new hires are really well prepared due to WSP’s commitment in customizing the curriculum, integrating [company name withheld]-specific models and using specialized case studies relevant to their day-to-day work."

- Chief Talent Officer at Leading Middle Market Investment Bank
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