Wall Street Prep

Operations-Targeted Markets Training


“Bulge-Bracket” Investment Bank


New Hire Operations Training

Population Size



Blended (Synchronous & Asynchronous)


Leading Global Investment Bank was looking to provide operations targeted markets training to new hires:

  • Training needed to be relevant and did not want to use front office training.
  • Needed derivatives specific training as most participants were heading toward derivative specific roles.
  • Global new hire base was spread across 10+ countries with the firm desiring a targeted track for their Asia employees.


Complete program redesign to a conference style approach:

  • Core Curriculum followed by Track specific Electives: Participants learned together in a core curriculum before being able to choose elective courses specific to their role.
  • Role-specific capstone project: WSP developed several capstone projects to replicate what the participant’s role once they are on the desk.
  • Online platform design: Wall Street Prep designed an online platform to facilitate the conference style approach, allowing participants to select courses, manage all virtual classroom links and files, and present results and scores to the L&D teams.


  • Participants were engaged and provided positive feedback across both the Asia and Americas streams.
  • Participants enjoyed a customized training focused on operations.
  • Participants made an immediate impact on Day 1 with a clear understanding of their role.