The AnEx Advantage Training and Associate Program

The Analyst Advantage Program couples the Analyst Exchange’s premier financial modeling training program with a world-class internship to best prepare a candidate for a full-time position in finance. What the program offers:

1. Intensive finance training program covering accounting, consolidated financial statements modeling, mergers and acquisitions modeling, leveraged buyouts and valuation. Through teaching the concepts, applying real-world examples, and building a relevant model, the trainee will gain the skills necessary to become a successful analyst.

  • Courses taught by seasoned Wall Street professionals
  • Trainers have had "big five" firm experience and instruct not from an academic perspective, but as if the trainee is the analyst on the job.

2. Experience at a private equity firm, venture capital fund, or hedge fund is offered to each candidate. Here the skills taught in the training program will be honed as they work on real-world business transactions.

In order to apply for this program please send your resume to advantage@theanalystexchange.com and a representative will contact you.

The total cost for the training and the internship placement is $4,995.

Current experience being offered:

We currently have 5 spots available. The participating firms are:

New York, NY

Private Equity Firm One ("PE") was founded in 1991 and  is a $2.7 billion alternative investment group that manages a diverse set of investment vehicles focused on emerging markets across the world. The partners have a century of collective experience and as a group have invested in 200+ companies across 29 countries. PE's investment vehicles provide the group and its investors with a diversified portfolio of asset classes that span the global private investing spectrum.  Each investment vehicle has a different degree of operational control, risk-adjusted return and liquidity profile. Our family of funds and investment vehicles provide PE and its partners with exposure to: Small-Mid Cap Management Buyouts, Private Investments in Public Equities (PIPEs) and select venture investments.

Hedge Fund One (“HF”) manages an investment fund that specializes in the Healthcare & Life Sciences sector. The fund uses several investment styles including long/short equities, options, and trading to provide superior annual returns. The fund boasted a positive +22% return for 2008 during one of the most volatile financial crisis in history versus the Dow which ended the year down by more than a third, the S&P 500 down almost -40%, and the Nasdaq down about -41.5%. Our world class portfolio management team combines strong fundamental investment analysis with superior trading capability. HF places strong emphasis on both fundamental investment analysis and trading. This enables us to identify companies with superior long-term growth prospects while maintain the flexibility to profit from short-term market fluctuations.      

Boutique Investment Bank One ("IB1" ) is a leading investment banking, securities and investment management firm. The Firm provides an array of financial services including: investment banking, equity research, private wealth management, structured products, and global institutional equity, fixed-income and derivative sales & trading to a diverse range of corporate clients, institutional investors and high net worth individuals. IB is registered as a broker-dealer with the U.S. Securities and Exchange Commission and is a member of the following: Financial Industry Regulatory Authority (FINRA); Municipal Securities Rulemaking Board (MSRB); Securities Insurance Protection Corporation (SIPC); International Securities Exchange (ISE); NASDAQ Stock Market; and NYSE Arca, Inc.

Boutique Investment Bank Two ("IB2" ) is an advisory merchant bank focusing on the investment management industry and related businesses.  From offices in New York , Boston and San Francisco , the firm advises established money managers and other financial services companies on strategic transactions (mergers, acquisitions, divestitures and restructurings).  IB2 firm also conducts business as a merchant bank, investing capital in growing companies and financing leveraged recapitalizations.

Equity Research Firm One ("ER1") is an independent equity research and advisory firm.  ER1 provides “sponsored” equity research for emerging companies to access the institutional and investment communities. ER1 focuses on sell-side analysis, buy-side management and venture due diligence.

 
 

"Our goal is to provide qualified students good, solid internships in Venture Capital, Private Equity firms and Hedge Funds.  We are screening our clients to make sure the experience you will have entails using the modeling skills learned in our training program.  We will not accept enrollment from anybody without our guarantee that you will receive an internship.  That being said, the goal is for you to have a solid experience to leverage into a full time job.  For the firm, the goal is to provide good and well-trained candidates. We want to build a foundation of trust in addition to providing the best training and experience for you."

Paul Pignataro
Founder & CEO