Wall Street Prep

Investment Banking
Training Reimagined

We partner with forward-thinking learning & development teams to provide end-to-end investment banking training that gets junior bankers desk-ready on Day 1.

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Investment Banking is in Our DNA

Since 2004, we have worked with the world’s leading financial institutions to design and deliver investment banking training programs that prepare new hires and existing professionals with the skills they need to succeed on job.

  • Analyst & Associate New Hire Training
  • Summer Intern Programs
  • Continuing Professional Development
  • Promotion Programs
  • Early Career and Recruiting Workshops
Investment Banking Clients Include

Wall Street Prep
Training in Action

Client: Top 5 Global Investment Bank
Graduate IBD and Markets Training

Wall Street Prep provides end-to-end graduate and intern training across the firm's global IBD and Markets divisions, managing multiple streams across multi-week in-person sessions and asynchronous continuing development.

Client: Global “Bulge Bracket” Investment Bank
Online Upskilling via Finance Passport©

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.

Client: Global Investment Bank
WSP supports Keybanc’s recruiting team

Watch how Wall Street Prep partners with Keybanc to make their Annual Women in Corporate and Investment Banking Conference stand out from typical events by delivering marketable skills to its participants.

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Client: Top-10 Global Investment Bank
Professional Development Accelerator Program

Wall Street Prep worked with a long-time client on an innovative competency-based Accelerator Program delivered virtually throughout the firm’s full 2-year analyst program.

Client: “Elite Boutique” Investment Bank
Full-time Associate Program

A leading “elite boutique” partnered with Wall Street Prep to improve the desk readiness of its Investment Banking Associate population.

A Global Bench of Experienced Faculty.
75+ Highly Specialized Investment Banking Practitioners

The instructor is the key to a successful classroom experience, yet many training companies use lower cost
non-practitioners. We are experienced investment bankers, private equity and investment professionals.

Brad Gibbs
Investment Banking
Marc Howland
Investment Banking,
Capital Markets
Sandya Swamy
Investment Banking,
Private Equity
Eric Cheung
Markets/Sales & Trading
Zach Freeman
Investment Banking,
Private Equity

The Only Firm With a Dedicated Middle Market Practice

We do not deliver public-company oriented cookie cutter training. Our Middle Market IB practice is anchored by content of particular relevance for middle market transactions and taught by former middle-market practitioners.

Seamless integration of client content

Operating model & client model builds

Working with
messy data

Private company

Middle market
M&A processes

Trainers with middle market experience

"The analysis performed by middle market firms is very different from that of bulge brackets. We work with clients to build highly customized training sessions that are directly relevant to the middle market analyst’s day-to-day work."
Femi Oganjumo
WSP Instructor-Practitioner

Learn Why Finance Passport© is the
Industry's Leading Purpose-Built LXP

An unrivaled depth of content created specifically for finance professionals. Relevant learning and innovative technology enable L&D to deliver the right training at the right time.

Learning Journies
Role-based learning journeys deliver just the right training at just the right time for learners across all key finance functions
Assessments & Certifications
Identify each leaner's areas of strength and improvement to support struggling trainees and engage more advanced learners
Meaningful Analytics
Real-time data and credible engagement metrics allow L&D to accurately gauge learning outcomes and demonstrate ROI
Custom Technology Solutions
WSP's technical solutions team builds and supports custom learning applications and integrations
  • Assignment Setup
  • Learning Groups
  • User Management
  • Progress Reporting
  • Training Scheduler
  • Message Users
Assignments & Due Dates
Learner Stream 1Markets(64 Learners)
Due Date
Add Exam
Send Certificate
Excel Crash Course
July 10
Intro to Python
July 10
Intro to Financial Markets, Intro to Bonds
July 17
Central Banks Part 2 and Equity Indices
July 17
Learner Stream 2Investment Banking(57 Learners)
Due Date
Add Exam
Send Certificate
Excel Crash Course
July 17
Accounting & Financial Statement Analysis
July 17
Financial Modeling Best Practices
July 24
M&A Modeling
July 24
Audrey Chen
Role: Sales and Trading Analyst
Areas of Strength
  • Bond Math

  • Corporate Bonds

  • Yield Curves

  • Money Market Math

  • Bloomberg Functions

  • Cash Equities

  • Equity Valuation

  • Equity Futures

  • Securities Lending

Improvement Needed
  • Duration Calculations

  • ETF Arbitrage

  • Delta One

  • Asset Managers

  • Credit Analysis

  • Equity Indices

Topics We Teach

At the core of our tailored training solutions is a deep catalog of investment banking specific content offered both through in-person classroom programs as well as asynchronous on-demand online learning.


  • Accounting and Financial Statement Analysis
  • Interpreting Non GAAP Reports
  • Navigating Financial Reports
  • Advanced Accounting
  • Middle Market M&A Processes

Financial Modeling

  • Financial Statement Modeling
  • Leveraged Buyout (LBO) Modeling
  • Impact of Tax Reform on Financial Models
  • Modeling Private Companies
  • Constructing an Operating Model
  • How to Check Models and Catch Mistakes

Mergers & Acquistitions

  • M&A Modeling
  • Advanced M&A Accounting
  • Sell Side & Buys Side Deal Process
  • Middle Market M&A Considerations
  • Stock Sales vs Asset Sales
  • Understanding Divestitures
  • Hostile Takeovers


  • Discounted Cash Flow Modeling
  • Comparable Company Analysis
  • Comparable Transaction Analysis

Excel & PowerPoint

  • Excel Crash Course
  • Advanced Excel for Finance
  • Excel VBA Programming

Data Science

  • Data Analysis For Finance
  • Data Analysis in Python
  • Data Visualization

How We Work

We are the only firm in the market with insight and expertise into running and scaling investment banking analyst and associate training. 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.

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  • Evaluate

"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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