Wall Street Prep

Professional Development Accelerator Program

Client

Top-10 Global Investment Bank

Partnership Scope

Continued Professional Development for 1st year and 2nd year analysts

Population Size

80

Format

2-hour instructor-led virtual synchronous training twice weekly for 4-weeks

Background

WSP Learning worked with a long-time client on an innovative competency-based Accelerator Program delivered virtually throughout the firm’s full 2 year Analyst Program.

Our client realized that an ongoing learning program is critical to upskill junior investment banking analysts to allow them to perform and exceed the expectation of their clients and colleagues by expanding their toolkit. The current standard of one-time onboarding foundational training is just the beginning of learning and development. There was a clear need for highly relevant functional training.

Solution

The Accelerator Program follows the “table stakes” training in accounting, modeling and valuation skills delivered during graduate training, and focuses on developing commercial awareness, presentation skills and data analysis.

In response to the training need and gap identified, the WSP learning team worked with our client to layout and design a series of short continued professional development sessions over a 4-week program to close the disconnect between the on-the-job pitfalls and the on-the-job expectations.

Training topics included:

  • Running an Efficient Virtual Data Room and Due Diligence Process
  • Developing Effective Investment Banking Pitchbooks
  • Building Effective Operating Models for Sell Slide Engagements:
  • Understanding Working Capital in M&A Engagements

Impact

  • Our client identified the immediate impact to learnings and their value-add to clients
    100% of learners voted these sessions were extremely relevant to their on-the-job needs
  • The firm’s training committee expanded the WSP partnership to include additional participants and develop continued professional development programs for all banking levels