New Analyst Training

GSIF student in Capital Markets Lab

New analyst training is an 8-week process designed to give new members an actionable set of skills that will prepare them to operate autonomously as fully functioning analysts.

First, new members are introduced to a mental framework that will allow them to approach idea generation from the perspective of a value investor. Then, they learn a comprehensive due diligence and valuation process that is complimented by training in professional research software – Capital IQ and Bloomberg.


Training consists of weekly topical discussions with the portfolio managers, case studies, new analyst presentations, assigned homework / reading, and conversations around professional opportunities in the industry.

Week 1: Value Investing
Week 2: Financial Accounting
Week 3: Financial Analysis
Week 4: Time Value of Money
Week 5: Relative Valuation
Week 6: Intrinsic Valuation
Week 7: Excel & PowerPoint Best Practices
Week 8: CapIQ & Bloomberg Best Practices

Risk Team Training

Members of the risk team participate in an additional training process where they learn the fundamentals behind managing our portfolio’s risk.

Portfolio Optimization > Experiments > Existing Products > Ongoing Projects