investing, wealth management, fund management, private equity & investment banking ceo mindset
SFA
TM
on campus
Career managers - Invest in their career dreams. Give them our Pathfinder.
TM
TM
FULL IMMERSION PATHFINDER PROGRAM - YOUR CAMPUS
THROUGH OUR PROPRIETARY LIVE DEAL AND WALL STREET WIZARD MODULES
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SFA
Dearest Career Services,
There are so many bankers and finance professionals who can teach your students how to do financial modeling for IB, LBOs, M&A, etc. That offers shades of just one, singular Wall Street perspective. And the 'grinder' path of becoming an Analyst or Associate is not always the best choice for all of your unique students. Having seen thousands rotate through your career services offices over decades, and come back as alums to tell you stories - what they wish they had done differently, perhaps you have a broader perspective that you wish you could share with your students. Now, with our help, you have the tools to provide the really broad perspective that you wish to give your students - how to pursue a career in finance and in which sector? How to think like a CEO, a hiring manager, an entrepreneur, a wealth builder, a legacy carrier.
Further, there is no better way for a student to land a job than to get into the mindset of senior hiring management, and we help your students acquire that non-singular perspective. You know that an interview is a lot more than answering technical questions. Our training is custom designed for that and involves intense role playing, doing proprietary Swiss Finance cases, solving problems, and learning to think like the hiring CEO, the hedge fund manager, the trader and the wealth manager. Your students will have an immensely broader perspective after engaging in it. We guarantee it.
We are prepared to offer academic discount to schools for large classes; please contact us for academic group pricing.
Please message us here and we will reach out to you.
* WALL STREET WIZARD and LIVE DEAL are our registered trademarks. All game materials are proprietary and confidential, and must be returned at the end of the day. Students walk away with a totally new, transformed way of succeeding in business, in building wealth through entrepreneurship and investing, and in understanding highly complex international finance.
Swiss Finance Academy truly welcomes relationships with schools and we appreciate the opportunity to have done some of the heavy lifting on your behalf. The majority of our students come from the United States and we have a solid footprint worldwide. We have trained business owners, hedge fund managers, private equity fund GP owners, bankers, consultants, business managers, entrepreneurs, policy makers and politicians. Our graduates now work at all major Wall Street, Swiss and London institutions.
We cover the following topics specifically designed for undergraduates and MBAs.
Swiss Finance Academy's real world examples equip students with the practical knowledge, applied expertise and a competitive advantage for the recruiting process as well as to hit the ground running once on the job.
01 TOPICS COVERED
THE CAREER TRANSFORMATION YOU RECEIVE AT SWISS FINANCE
STRATEGY CONSULTING/BUSINESS MGMT
M&A, Valuation, Equity and debt financings, Capital Structure, Excel Modeling
CORPORATE FINANCE
INVESTMENT BANKING
Transaction Structuring, Sources & Uses, Multiples and Exits
PRIVATE EQTY/HEDGE FDS
Strategies, Foundation Documents, Case Studies, Fund Raising
Industry Structure, Portfolio Management, Risk Management
ACCOUNTING
MARKETING
WEALTH MANAGEMENT
Technical and Fundamental Analysis of Securities and Derivatives
COMPETITIVE CAREERS
Career Progression, International Opportunities, Interview Prep
TRANSFORMATION day
LIVE DEAL (R) - VALUATION
Why a Live Deal is the Most Desired Thing in Business World
What is a live deal? Who gets it? How to spot one? Let's get straight into doing a deal and then we will decipher it later.
BUSINESS MANAGEMENT
Coping with Change in a Global Market
Management of scarce resources under pressure from innovation, technologies and global forces is key focus of today's managers.
11 AM to 1 PM
HEDGE FUNDS
Hedge fund strategies
"Short volatility," he says, "is like picking nickels in front of a bulldozer. Long volatility is like writing a book hoping it will become a best-seller some day." We go on to talk about and model in excel M&A risk arbitrage and other relevant strategies that funds use.
3 PM to 4 PM
INVESTMENT BANKING
Underwriting, M&A, Capital Markets
Building models and pitch books for different areas within a bank. Learning about differences in pricing data, transaction models (e.g. FI comps, vs. M&A comps).
5 PM to 6 PM
TRADING AND RISK MGMT
Trading and risk
We discuss technical, algorithmic and fundamental aspects of trading. We also design risk constraints in an excel and discuss limits, maximum draw-down, diversification and other principles.
BUSINESS MANAGEMENT
Coping with Change in a Global Market
Management of scarce resources under pressure from innovation, technologies and global forces is key focus of today's managers.
9 AM - 11 AM
CORPORATE FINANCE
Transaction valuation and structuring
Starting with core accounting concepts in excel, and moving to spreadsheet modeling on usefulness of comparables based analysis in an M&A transaction. Conclusion is that the discounted cash flow based valuation was absolutely useless in the last night's case.
2 PM to 4 PM
INTERVIEW STRATEGIES
High finance careers
How to get a job at an investment bank in this difficult market, and the career path that is typical. Someone asks about exit opportunities for corporate finance professionals and they seem very interesting.
4 PM to 5 PM
MARKETING
Marketing Strategy and Branding
Articulating the value of your product to customers, branding, and innovation. Creating and delivering a superior customer experience. Pricing strategy and tactics.