Introduction

WSI Introduction

The Long/Short Equity Analyst Position

Overview of Investment Process

WSI Curriculum

WSI Introduction◦ About Us

◦ Meet Your Personal Team Member

◦ Program Expectations

The Long/Short Equity Analyst Position

Overview of Investment Process

WSI Curriculum

Founded and operated by individuals employed by Wall Street's most prestigious firms, Wall Street Insiders gives you the edge needed to develop a consistent and thorough investment process

By partnering with Wall Street Insiders, you remove the guess work and learn how real firms engage in investment research and make portfolio decisions.

About Us

Personal Team Member Example

Personal Consultant

•Ryan

Work Experience

•Manager of a Trading Firm

•Long/Short Equity Analyst

•Investment Banking Analyst

Degrees

•Engineering

•Economics

Program Expectations

WSI

•Detailed Walkthrough of Investment Process

•Extensive Case Study

•“Hands-on” Example at Each Stage

•Cooperative Interaction and Personalized Service

Client

•Weekly Workload

•Iterative Process with WSI Team Member

•Communication

WSI Introduction

The Long/Short Equity Analyst Position◦ What Is It?

◦ Is It The Right Fit for Me?

Overview of Investment Process

WSI Curriculum

What Is It?

The Long/Short Equity Analyst is the engine that drives many of the most successful hedge funds.

A Long/Short Equity Hedge Fund attains superior risk-adjusted returns for investors by diving deep into companies and constructing a market-neutral portfolio consisting of both long and short positions.

Long/Short Equity Analysts are typically experts in a certain sector or geographic region, e.g., Technology and Telecom, Retail Companies, or Latin America.

Is It The Right Fit For Me?

Financial services is a diverse and complicated industry. How do I know if a Long/Short Equity Analyst position is for me? If you answer “yes” to some or all of these questions, then this may be the perfect job for you!

•Do you like solving puzzles and working on complicated problems?Analytical

•Do you like building financial models and understanding how companies work?Financial

•Do you like to be paid and evaluated in an objective way?Meritocratic

•Do you like interacting with high-level management?Personable

•Do you like a self-directed workflow and autonomy?Independent

•Do you like to understand the answers to difficult questions?Inquisitive

Ideal Candidates

Investment Banking Analysts and Associates

Equity Research Associates and Analysts

Individuals with a passion for capital markets

WSI Introduction

Long/Short Equity Associate Role

Overview of Investment Process◦ Problem

◦ Inputs

◦ How do I form an Opinion?

◦ How do I create a Pitch?

WSI Curriculum

Problem

WSI will provide you with the steps needed to solve this problem!

Your Portfolio Manager asks you to provide an investment opinion on a new stock. Would you know what to do?

TQNT Buy or Sell??

There are a lot of inputs needed to form an investment thesis. Would you know all of the necessary inputs and order of importance?

10-KSell Side

Research

Earnings

Conference

Calls

10-QInvestor

Presentation

Financial

Models

Management

Meetings

Inputs

WSI will provide you with the steps needed to solve this problem!

There is a lot of information at your disposal. Would you know how to distill, evaluate, and form a profitable opinion?

How do I form an Opinion?

Opinion

Financial

Model

Company

Information

10-K / Q

Investor

Presentation

Company

Guidance

Management

Meeting

Earnings Call

Street’s

Expectations

Sell Side

Research

Sell Side

MeetingsField

Research

Risk Reward

Analysis

WSI will provide you with the steps needed to solve this problem!

After performing a lengthy research process, you need to create a pitch for your portfolio manager. Would you know how to create a concise and convincing investment argument?

How do I Create a Pitch?

WSI will provide you with the steps needed to solve this problem!

WSI Introduction

Overview of Investment Process

Long/Short Equity Associate Role

WSI Curriculum◦ Outline

By utilizing the case study method and analyzing a real

stock, our program simulates the actual investment process

from start to finish. We engage in detailed feedback at each

step:

Company Introduction & Fundamental Dive

Financial Model – Historical

Field Research

Financial Model – Forecast

Street’s Expectation

Management Meeting

Financial Model – Risk/Reward Analysis

Hedge Risk

Pitch

Outline

Participation is limited, sign up today:

http://www.wallstinsiders.com/register