Design and Delivery of a Customized 4-Week Program for PE Professionals
Top 3 Global Private Equity Firm
4-Week program design & delivery for full-time analysts
Blended (Synchronous & Asynchronous)
A Top 3 global private equity firm was seeking to relaunch its full-time analyst program and provide customized training for incoming Associates to increase desk readiness
Previous attempt to create a full-time Analyst program was unsuccessful due to generic vendor-led training that did not adequately prepare new hires for their roles.
Firm was seeking to customize training curriculum with its own models, templates and best practices to ensure that its new Analysts would be desk ready.
Complete 4-Week Analyst Program Design & Development
Online pre-learning before class: Online training was leveraged to provide new hires across diverse backgrounds with finance and PE fundamentals and give L&D team accurate baseline of capabilities ahead of live training.
Customization: WSP integrated firm templates and collateral throughout the program, including operating models, LBO models increasing relevancy and desk readiness.
Group-specific assignments and capstone: WSP developed classroom exercises, homework assignments, and a capstone project around different groups’ models and previous investments to create a highly relevant program for each Analyst based on their client group placements.
Training Committee and lines of business observed high degree of desk readiness in early months since program completion despite challenges of a virtual work environment.
Validated the premise that Analysts coming directly from undergraduate backgrounds can be desk ready for private equity roles given appropriate levels of training.
After the first year, WSP was retained to further expand the scope of the training program to include incoming Associates.