Financial Modeling Mastery for
Investment Analysts (eBook)

  • Author:
    Geoff Robinson
  • Level: 
    Intermediate to advanced
  • Study time:
    As much as
    you want!
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Course overview
There's a critical difference between building financial models and creating ones that drive billion-dollar investment decisions. In this groundbreaking guide, former UBS Managing Director Geoff Robinson—ranked #1 analyst in the EMEA Institutional Investor Survey ten times—reveals the advanced modeling strategies that separate world-class analysts from the rest.

Drawing from decades at the pinnacle of institutional finance, Robinson fuses technical modeling excellence with battle-tested investment wisdom. Moving beyond textbook approaches, he demonstrates how to capture the complex dynamics that drive real-world investment opportunities, incorporating both quantitative rigor and qualitative insights that can only come from years of successful investing.

This isn't just another Excel manual—it's a masterclass in financial modeling that will transform how you approach investment analysis.

Available as part of our Premium Plus subscription tier.

What's included?

  • 450+ page eBook
  • A wealth of Financial Modeling Knowledge at your Findertips
  • Insights from a #1 ranked data-driven analyst

Who should watch this playlist? 

This book is essential reading for investment professionals who want to elevate their financial modeling from basic Excel skills to institutional-grade analysis. It's specifically targeted at equity research analysts, investment banking associates, portfolio managers, and MBA students pursuing finance careers who already understand financial fundamentals but need to bridge the gap between technical modeling skills and real-world investment decision-making. The content will be particularly valuable for those preparing for senior roles where model outputs directly influence major investment decisions.

Why TheInvestmentAnalyst.com?

We are the only training house that is able to bring top-ranked analyst experience into your classroom. We buck the trend. Most training businesses recruit junior ex-bankers to become their trainer. Our instructors cut their teeth teaching and then gain senior experience with investment banks.

We believe, you could not be in better hands.

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Geoff Robinson
FCA FMVA MFM

Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 8x #1 ranked analysts EMEA Institutional Investor Survey
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 9x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner. He brings this passion to TheInvestmentAnalyst.com. 
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