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Why Choose theinvestmentanalyst.com?

  • An Unbeatable Pedigree
  • 25+ years of Instructional Experience
  • Coupled with:
  • 10x #1 Ranked Institutional Investor Analyst
  • Former IB Managing Director
  • 25,000+ analysts taught (in-person)
  • Private Equity-Backed Management Equity Investor
  • Award Winning EdTech Leader*
  • 2x Private Company Exitter
  • One of only Seven Masters of Financial Modeling
  • Durham University Business School, Finance Fellow
  • A Multi Award-Winning EdTech Platform*
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  • 3,500+ Digital assets - over 800+ Hours of Content
  • Coverage: Analysis, Behavioural Economics, Data Visualization, Financial Modeling, Forecasting, Fundamental Market Commentary and Analysis, Fundamental Valuation,  Investment Strategy, Investment Thesis Building, 
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  • AI at the Core of our DNA
  • Cutting Edge Investment EdTech
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EdTech Digest 2025:*
EdTech Cool Tools Award: Professional Development Learning Solution
EdTech Leadership Award: Founder(s) / CEO – startup
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Democratizing access to elite-level investment insights


We believe better-educated investors create a more robust & ethical financial ecosystem.

World class
#1 ranked analyst-curated learning content & access to professional level data

Delivering investment education through accessible Apps, multi-lingual and diverse content.

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Simply: An Unbeatable Pedigree

1# ranked EMEA
Institutional Investor analyst 

years of instructional design and delivery experience
Picture of Geoff Robinson

of seven
Masters of Financial Modeling

analysts taught across the investment spectrum
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 10x in the EMEA Institutional Investor Survey, he also built their Ed-Tech platform, the Research Academy. 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 distill it to an audience in a digestible and engaging manner.

Geoff is one of seven people globally to hold the Master of Financial Modelling designation. He also a Fellow of the Institute of Chartered Accountants in England and Wales and a Chartered Financial Modelling and Valuation Analyst. Outside of work, Geoff is also a PADI Dive Instructor, addicted to vinyl and loves going to live gigs, and he holds NED positions with several start-ups around the globe.

Geoff Robinson MFM

Founder, TheInvestmentanalyst.com
10x #1 ranked analyst
ex-IB Managing Director
LBO Strip Equity INvestor
Juan Luis Perez, a distinguished authority in finance and former Global Head of Research, Data, and Analytics at UBS, revolutionized the landscape of financial research and analysis during his tenure.

Under his guidance, Geoff Robinson's Fundamental Analytics franchise at UBS secured the top spot in rankings. Juan Luis's influential thought leadership in behavioral finance and neuroeconomics left an enduring impact on Geoff, shaping the core principles of theinvestmentanalyst.com. We are privileged to count Juan Luis as a mentor to our platform.

Having previously held a similar role at Morgan Stanley, his leadership at UBS propelled the firm to the pinnacle of Institutional Investor global rankings, significantly influencing global financial strategies. Juan Luis is acknowledged for pioneering advanced analytical tools that elevated the strategic capabilities of financial institutions worldwide.
While his reputation is primarily associated with his groundbreaking work at UBS, he actively mentors theinvestmentanalyst.com, imparting his knowledge through speaking engagements and publications, further solidifying his influential position in the finance industry.

Juan-Luis Perez

Mentor
Previously Global Head of Research , Data and Analytics at
UBS and Morgan Stanley
Barry Hurewitz, the visionary behind UBS Evidence Lab and former Global Head of Evidence Lab Innovations, played a crucial role in shaping the #1 ranked Fundamental Analytics franchise led by Geoff Robinson. His impactful thought leadership at UBS has made a lasting impression on Geoff and, consequently, on the DNA of the investmentanalyst.com investment EdTech platform.
Barry continues to be a highly esteemed mentor to the platform, and we express immense gratitude for his presence on our advisory board.

Prior to leading Evidence Lab, Mr. Hurewitz served as the Global COO for UBS Investment Research. Under his leadership, Institutional Investor magazine recognized UBS Research as the top global equity research provider, with over 700 UBS professionals covering mor e than 3,000 stocks across global markets.

Before joining UBS, Mr. Hurewitz held the role of Global COO of Investment Research at Morgan Stanley from 2000 to 2013. During his tenure, he founded Morgan Stanley's primary research practice, AlphaWise. Preceding his time at Morgan Stanley, Mr. Hurewitz served as Executive Vice President and General Manager of CNN/Money and worked as a consultant at McKinsey & Company. Mr. Hurewitz earned his MBA from Harvard Business School in 1995, graduating with the highest distinction as a Baker Scholar.

Barry Hurewitz

Mentor
Previously Global Head of Evidence Lab Innovations
at UBS
Guy was a Managing Director at UBS, Morgan Stanley and NM Rothschild. He shares a similar level of passion for learning with the rest of team and has an excellent reputation for taking complicated subject matter and breaking it down into digestible nuggets of learning and analysis .

He has taught at Stamford, Harvard and Singapore Management University. Guy obtain his PhD from Stanford University. Guy's role at TheInvestmentAnalyst.com is one of sage and trusted advisor.

Dr. Guy Weyns PhD

MENTOR
M&A and Research Managing Director
Renowned Educator
Jason MacKay is a seasoned finance professional with a wealth of experience in the investment industry. He holds a degree in History from Durham University and embarked on his career at SG Warburg. Jason's expertise and drive led him to secure a role as Managing Director on the Proprietary Trading desk at Morgan Stanley. Recognized for his exceptional skills, Jason joined GLG Partners, where he managed an impressive $3 billion of assets as Co-Head of GLG's UK Select Equity Fund alongside John White. His strategic insights, extensive market knowledge, and ability to identify investment opportunities contributed to the fund's success.

Today, Jason MacKay, having moved away from GLG in 2010, has diversified his interests as an angel investor and brings his expertise to TheInvestmentAnalyst.com as one of our esteemed senior advisors. 

Jason MacKay

HEdge fund manager and angel investor
Previously ran 3 billion US at GLG
Neil Pande is a finance and education expert with 25 years of experience in instructional design and delivery. Neil's forte lies in his pragmatic approach to finance and uncanny ability to simplify and elucidate complex technical areas.

His proficiency earned him a place on the #1 ranked Fundamental Analytics team at UBS, a testament to his skills and understanding of financial markets. Moreover, Neil was the lead instructor at the UBS Research Academy, the financial institution's innovative EdTech platform, where he was instrumental in shaping and delivering the curriculum.

A Cambridge History graduate, he is a Fellow of the Institute of Chartered Accountants in England and Wales and a CFA Charterholder. Neil's unique blend of academic knowledge and practical expertise makes him a highly sought-after professional in the industry.

Neil Pande FCA CFA

Senior INstructor
Previously UBS Research Academy
Renowned Educator
Monica King is a seasoned professional serving as the Operations Director at TheInvestmentAnalyst.com. With her extensive expertise in logistics, operations, finance, and digital operations, Monica plays a vital role in ensuring the smooth and efficient functioning of the company.

Monica's business acumen and proficiency in operational processes contribute to optimizing resources, streamlining workflows, and implementing best practices. Moreover, her adeptness in leveraging digital technologies enhances the company's digital operations, facilitating seamless communication, collaboration, and delivery of services. 

Monica king

Operations director
Previously UBS fundamental analytics

Our EdTech Platform: InsightOne 

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Built on live market data, InsightSim:Pro lets you build and manage a virtual portfolio in real time. Place trades, test strategies, and make investment decisions under real-world conditions—without risking real capital.

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This simulation isn’t just a game. It’s a professional-grade simulation designed to build the instincts, discipline, and critical thinking required of successful analysts and portfolio managers. You'll learn to navigate bid/ask spreads, manage risk through position sizing, and respond to changing market conditions — just like on the desk.
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Global Media Coverage

"Geoff Robinson, the Founder of theinvestmentanalyst.com is one of the leading figures in Investment EdTech.."

LEading Voices in edtech for 2025
the education view

"Geoff Robinson, a former UBS investment analyst, has launched an educational app that uses his digitally cloned voice and AI-generated expertise to help self-directed investors lean on his experience."

Former UBS Investment Analyst unveils
voice cloned AI education tool
fINeXTRA

"Most training builds first-level thinkers—people who know stuff. I wanted to build second-level thinkers—analysts who can adapt, innovate, and solve for change."

Investment Insights for the Next Generation
The entrepreneur magazine

"Investing is often misunderstood, especially in today’s digital age. True investing isn’t about following trends or making quick trades based on social media hype. It’s a disciplined process that involves analysing an asset’s intrinsic value and comparing it to its market price"

Investing is not speculation:
Meet the man democrastising financial literacy
Business Cloud

"I feel incredibly proud that we are starting to play a pivotal role in both shaping and driving the future of the investment industry through better investment analysis, improved alpha generation and increased technology adoption – and cannot wait to see what the next six months brings. Watch this space!"

TheInvestmentAnalyst.com set to become leading edtech for investment sector following surge in user demand
Global banking and Finance

"You’ve got to be a marketer, a presenter, a talker, and sometimes even a philosopher,” Robinson explains. “But you’ve also got to have emotional intelligence to understand the needs of your users and feel the market’s pulse."

How To Become a Top-Ranked Analyst: Insights from Geoff Robinson
Acquisition Monthly

"From investment banking to EdTech business, my path demonstrated a basic truth: success results from learning and adjusting faster than your opponent. After eighteen months developing TheInvestmentAnalyst.com, I have found that steady progress results from the junction of fast experimentation and great industry experience."

From Banking to EdTech: Ten Tips for Agile Entrepreneurs for 2025
The entrepreneur magazine

"Continuous learning is a powerful force for positive change in this complex interplay of efficiency and effectiveness. The compass guides market participants through information overload, helping them react quickly and wisely. Far too many analysts and investors believe they are the finished packages, yet I see these same analysts and investors also making too many mistakes in executing their work."

The Crucial Role of Continuous Learning in Shaping Market Efficiency and Effectiveness in Finance
Finance derivative magazine

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Latest Books and Publications

Financial Modeling Mastery for Investment Analysts

Financial Modeling Mastery for investment analysts book cover by Geoff Robinson


"Financial Modeling Mastery is more than just another financial modeling guide—it's a masterclass in analytical thinking."

Guy Weyns, PhD
Former Investment Research MD
Business School Professor 

Free global shipping
Former UBS Managing Director Geoff Robinson—ranked #1 analyst in EMEA ten times—reveals the advanced modeling strategies that separate world-class analysts from the rest.

In this groundbreaking guide, he blends technical excellence with proven investment wisdom, surpassing traditional textbook approaches and revolutionizing the way you approach investment analysis.
Also Available on Amazon Kindle

Stand Out from the Crowd: Interview Tips and Strategies from the Inside

Tired of generic interview advice that leaves you sounding like everyone else? Written by Geoff Robinson who has conducted countless interviews, this insider's guide reveals what really happens on the other side of the table. Learn not just what questions to expect, but why they're asked and how to craft answers that genuinely impress.

Unlike the recycled advice flooding the internet, this free guide gives you authentic insights from those who make the hiring decisions. Discover how to demonstrate critical thinking, showcase your industry knowledge, and truly differentiate yourself from other candidates.

Download now to transform your interview preparation from memorized responses to compelling conversations that get you noticed—and hired.
"This book fills a crucial gap in the interviewee's toolkit. Geoff has created something special here—a resource that teaches the technical aspects of the interview process and imparts the wisdom gained from years of practical experience."

Andrew Stott,

European Head of Chemicals

Former UBS Managing Director 

Set up an account & get it for free
Available for free if you set up an account (click here), or
on Amazon Kindle and Audible
Also Available on Amazon Kindle
  • Link to Amazon Kindle

The Latest from our "Unlocking the Upside" Podcast

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