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 summer program offers:

1. Three-week 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.

• Each candidate then builds a case study, which will be presented to a team of reviewers as an investment banking executive would to a client. Additional scenarios are modeled to give the trainee more practice.
• Industry professionals as guest speakers will address the current market perspective.
• The experience will be enhanced with optional cultural experiences organized on evenings and weekends. Get insiders' views of what NYC has to offer as a place to live and work.
• 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. Guaranteed four-week internship at a premier private equity or venture capital fund is offered to each candidate after the training program. Here the skills taught will be honed as they work on real-world business transactions.

In order to apply for this program please send your resume to advantage_updown@theanalystexchange.com and a representative will contact you. You're also welcom to reach out to us at 1-888-775-3072 anytime.

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

Click here to register for the 5% UpDown discount. Payment does not need to be made until after interview process is complete and an internship offer has been given.

Current internships being offered:

We currently have 15 intern spots available. We are expecting to have 25 for this summer. The participating firms so far 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 Reasearch 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.

San Francisco, CA

Private Equity Two ("PE2") is a middle-market private equity firm focused on investments in the consumer products, restaurant and business services sectors.  PE2 is currently investing out of its second fund and has over $250 million in capital under management.  Typical investment targets are companies with at least $20 million in revenues and $5 million in EBITDA.  PE2’s strategy is to partner with exceptional management teams in targeted industries to drive growth, profitability and shareholder value.  Portfolio company management is supported with creative financing solutions and business advice, backed by the principals’ extensive experience as successful investors and operators.

Kansas City, MO

Venture Capital One (“VC1”) is a growth equity firm focused on providing capital to businesses in the financial services, media / information, and business services sectors.  VC1 typically invests $1 million - $10 million for a minority ownership position in growth equity, secondary, and later-stage venture situations, but is also comfortable with full buyouts, PIPEs, and co-investments alongside its larger private equity peers. The firm has the ability to lead significantly larger transactions with the support of its co-investment pool from select limited partners.  The firm collaborates with strong management teams who are looking for a value-added partner to contribute financial, strategic, and operational resources. VC1 believes in the value of long-term partnerships and works alongside entrepreneurs in a way that maximizes value for all shareholders while minimizing overall risk.

Bethlehem, PA

Venture Capital Two ("VC2") is a venture capital investment firm, targeting early stage product and services companies located in Pennsylvania and the surrounding regions.  VC2 focuses on investing in healthcare, consumer, information technology, software, web-based and certain commercial products and/or distribution opportunities. As an integral part of its portfolio management, VC2 will help develop brand-driven growth strategies that guide the business direction and capitalize on the Managing Partners’ prior experience in growing companies. Our investments range from $500,000 to $4 million.

Boulder, CO

Private Equity Three ("PE3") is a private equity firm located in Boulder, Colorado. PE3 seeks to invest in manufacturing, distribution and business services companies that are leaders in their defined markets with $25 million or more in revenue or over $5 million in operating cash flow, located in the western United States. PE3 seeks to invest in profitable well-run companies with superior management teams.