Join the Analyst Academy Pro and get a job as a job as a research analyst or simply fast-track your career in asset management.
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So you’d like to become an equity analyst? Or perhaps you have already got that first job in a hedge/long only fund and you would like to fast-track your career.
Awesome! Starting your investment career is an exciting journey, but there is more noise than constructive advice on offer.
The Analyst Academy Pro has all the great content of our highly successful Analyst Academy course, but with extra material designed to help the professional analyst develop the skills necessary to do research as a profession, including:
Analyst Academy PRO was created with the aspiring analyst in mind. If you’re:
this 6-month program is the course for you.
You will understand the 3 key financial statements and how to analyse them.
You will learn a framework for picking stocks, identify winners and reject losers.
You will learn how to value different businesses using a range of practical valuation tools.
How to visualise data and build a 3 statement financial model.
How to produce a winning research note.
How to produce a killer stock presentation.
The AA Pro Includes the Analyst Academy content plus additional modules as summarised below:
We explain how to approach a set of accounts, go through the balance sheet in line-by-line detail, explain the P&L, cash flow as well as the audit report, accounting policies and notes, all with a worked example.
We explain the research approach Steve used at multi-billion hedge funds, from how to find ideas, how to check they are valid before doing the detailed research on the industry, company and management. We cover the issue of business quality in detail.
We cover valuation theory, but more importantly how to value stocks in real life, explaining which multiples to use when, and covering a range of valuation techniques.
We explain how to assemble a robust portfolio and how to keep a watch on it, and issues like what macro economic factors are important, when to use technical analysis and most importnatly, when to sell.
In the final section of the AA course, we go through what has been learned using a series of practical examples and case studies, drilling down further into some of the topics.
In this section we cover basic principles of writing and presenting and then refine this into writing a research note and presenting a stock pitch. We also cover the mechanics of financial modelling, and data analysis and presentation.
Why hedge funds are different
Importance of consensus
Variant perception
Profit forecasting
Preparing for results
Results: on the day
Keeping the PM informed
Building a network
Students or graduates wanting to kickstart their investment careers or junior analysts seeking to accelerate their progress.
But don’t take my word for it!
Take Michael Fahey’s word! Michael is an experienced Wealth Manager who bought his first stock after the market crash in 1987! Listen to him giving Steve an honest appraisal of his experience on the Analyst Academy – the 12-month sibling course to Analyst Academy PRO.
Disclaimer: Michael has no connection to Steve, other than as a student, and has not received any benefit for participating in this video.
I’ve been working in the investment industry for 25+ years, and I decided to put my experiences to good use and train the current and next generation of investment analysts, private investors, and portfolio managers.
I’ve trained hundreds of analysts at some of the world largest investment institutions and I currently run multiple courses with hundreds of enrolled students on a variety of investment topics.
I’ve also written the Amazon #1 bestseller, The Smart Money Method, How to Invest Like a Hedge Fund Pro, and I work with 1:1 coaching for investment professionals.
I can teach you how to invest like a professional investor.
Analyst Academy PRO gives you everything you need to kick-start your career in the investment world, including self-paced training, interactive webinars, group feedback sessions and access to a community of investors willing to share their advice and experiences with you.
