Analysts

​Passing Rate

Weeks

• Week 1
• Week 2
• Week 3
• Week 4
• Week 5
• Weeks 6-10

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Week 1: Professional Development

In week one, analysts will focus on the foundations of professional growth within the finance industry. Participants will learn how to craft an impactful resume, explore various different career paths in finance, and learn effective networking strategies. We’ve chosen professional development to be week one as it’s crucial for analysts to not only learn investing & equity research, but also how to communicate these learnings to potential employers, peers, mentors, and so on.

Week 2: Fundamentals of Investing

This week’s learnings will cover the core investment aspects of this program. Analysts will review what stocks, bonds, and funds are, plus learn about different types of retirement accounts and how they are taxed accordingly. This is crucial for analysts as they can use these teachings and apply them to their own lives, potentially to start investing on their own time.

week 3: Stock Portfolios 101

Now that analysts understand what different investment vehicles are and where they can be accessed, week 3 teaches them how to apply this information. Analysts will learn how to establish a personal risk tolerance and apply that in the creation of a portfolio in week 4. This week also houses a few other fundamental teachings around how to calculate the risk of a stock, how to calculate stock returns, and how to calculate risk/return on a portfolio basis.​

WEEK 4: Building a Stock Portfolio

As alluded to in week 3, analysts have this entire week to construct a personal portfolio. Through a submitted assignment, participants will decide on their investment horizon, their risk tolerance, then apply this in selecting a portfolio of assets they’d theoretically invest their money into. Once assets are chosen, participants must assign a percentage of allocation to each asset. Lastly, analysts will justify why they’ve chosen the assets they have, as well as why they chose each respective allocation percentage.

WEEK 5: Financial Statements & Ratios

In this week, analysts will learn about each of the primary financial statements, as well as some fundamental information on financial ratios. Finance classes often teach students about financial ratios and how to calculate them but will fail to describe the story these ratios tell, and how to interpret them depending on the size and industry in which a company operates. By the end of this week, analysts will be able to conduct a ratio analysis on a company, which is often the first step in analyzing a potential investment.

WEEKs 6-10: Writing an Equity Report

In the back half of this course, analysts will choose a company to write an equity report on. Week by week, analysts will learn crucial frameworks and strategies for analyzing a potential equity investment. For a given company, participants will conduct an analysis at different scopes such as industry-wide, company-wide, competitor-wide, and so on. Analysts will also utilize different analysis techniques such as SWOT or Porter’s Five Forces to qualitatively assess their chosen company. Lastly, participants will learn how to value a company to determine if there’s an
implied value of investing in the stock at the price it’s at right now.

Analysts will be able to not only learn what each of these techniques are, but actually take these learnings and directly apply them in the creation of a formal equity report. Upon completion, and review by E-Board, analysts will graduate from ATP and become a full Research Analyst within the organization.