Our Investment Analyst Mentoring Program offers aspiring analysts the opportunity to gain real-world exposure to financial modeling, market research, and investment strategy. You’ll shadow seasoned professionals and contribute to meaningful analysis.

This experience-based mentoring program is ideal for those who want to transition into finance or sharpen their analytical skills within investment banking, equity research, or portfolio management settings.

We mentor you through projects involving risk assessments, valuations, and performance tracking—preparing you for the rigour and expectations of top-tier investment roles.

  • Shadow experienced investment analysts on real projects
  • Hands-on practice with financial modeling and valuation
  • Guidance on equity research reports and pitchbooks
  • Mentoring in Excel, Bloomberg, and other financial tools
  • Support with CV, interviews, and sector insights

Expert guidance in investment analyst mentoring

Gain strategic insights and industry knowledge from senior investment analysts. Our mentoring combines practical exposure with feedback and personal development to build your confidence and marketability.

Equity research

Valuation modelling

Market trend analysis

Our step-by-step mentoring process

We guide you through each stage of investment analysis, from project initiation to presentation. You'll develop practical competence in research, modelling, and reporting under the mentorship of working professionals.

Initial analysis

Understand the company profile, financials, and sector landscape.

Valuation build-up

Work on DCF, comparable company analysis, and ratio interpretation.

Report creation

Present your findings in a structured report with charts, insights, and recommendations.

  • Exposure to real market data and research techniques
  • One-on-one mentoring and feedback sessions
  • Portfolio-ready deliverables and reference material

Key features of our mentoring

This program includes structured mentoring sessions, real-life simulations, and skill-building that aligns with industry demands for investment analysts.

  • Real-time guidance on analyst reports
  • Tools training: Excel, Pitchbook, Bloomberg (where applicable)
  • Weekly performance review with actionable feedback
  • Mock interviews and career positioning support
  • Access to case studies and deal decks
  • Peer collaboration and mentoring community

Frequently asked questions

We provide one-on-one Investment Analyst mentoring to help you gain hands-on experience, develop your analytical skills, and build a portfolio that aligns with industry expectations. You’ll work on real tasks like valuation, research, and modelling under expert guidance.

If you're looking to enter the world of investment analysis, switch careers, or turn your academic knowledge into practical application, mentoring can give you the structured, real-world experience and feedback you need.

Yes, absolutely. All sessions, discussions, documents, and shared materials are treated with full confidentiality and professional integrity.

We support aspiring Investment Analysts at all stages—graduates, career changers, or professionals seeking UK-based experience. Whether you’re new to the field or looking to enhance your CV, we tailor the mentoring to your goals.