Master the Fixed Income Markets in Just 3 Days
Join our Fixed Income Sales & Trading Talent Accelerator so you can add value to the desk from day one.
This comprehensive class is designed to equip you with the essential technical skills, market intuition, and practical knowledge needed to excel in this high stakes, fast paced world.
Next Class: June 9th – 11th
Outline
Date: June 9th -11th
In three days of live, virtual instruction, we’ll cover:
Industry Overview: Understand who the clients of an investment bank are: their risks, their strategies, and why they need to trade in the Fixed Income markets. We’ll cover basic theories of investing in the public and private markets, and explain how they relate to your role.
Bond Math Basics: Learn to think like a practitioner, not an academic. You’ll understand the core principles of bond valuation, pricing, yield, duration, convexity, credit risk, and optionality from an intuitive standpoint. You’ll build a simple bond model from scratch in Excel and run sensitivity analyses to understand interest rate risk and price movements.
Introduction to Derivatives: Gain a solid understanding of fixed income derivatives like forward contracts, futures, interest rate swaps, and options. You’ll explore their role in both hedging and speculative strategies, and build a simple interest rate swap pricing model in Excel.
Basic Trades: Apply your newfound knowledge of fundamental concepts to real trading strategies, from yield curve steepeners to spread trades, butterflies, conditional structures. Build a mock portfolio to assess the risk/reward of different products and learn how to structure an effective trading strategy. Understand the key Greeks and how they impact PNL and influence risk-takers’ decisions.
By the end of this class, you’ll be ready to apply your intuitive understanding of these fundamental concepts to your on-the-job experience.
Reserve your spot now!
Requirements:
- Computer with wifi connection and Zoom
- Microsoft Excel (Windows Excel preferred; Mac Excel acceptable)
- Adobe Acrobat or similar PDF reader
Not what you're looking for?
Contact us about classes you would like to see or semi-custom content for your firm.
Why Our Talent Accelerator?
Accelerate Your Talent. Elevate Your Team.
Your New Hires Already Know Us. Now, Let Us Train Them. Looking to make your interns, new hires, and off-cycle analysts desk-ready from day one?
FAQ
Who is this course for?
This course is for anyone who is either interviewing for an entry level Investment Banking or Private Equity role — or for anyone who has landed an IBD or PE offer and wants to get desk-ready.
Note: if you are a current practitioner, this will largely be review from new hire training. Stay tuned for our advanced courses!
Is this a financial modeling course?
No — we will have a separate class JUST for financial modeling and Excel. However, you will get a TON of hand-on modeling experience in this course, building your own DCF and LBO models complete with debt schedules and free cash flow sweeps.
You’ll also learn all the accounting concepts necessary to build a 3-statement model.
Can I use a Mac?
Yes. BUT…
You’ll be using a PC when you’re on the job. When it comes to the Excel sections of the course, the closer you can get to Windows Excel, the better off you’ll be.
You can purchase software like Parallels and Windows Excel to run Windows Excel on your Mac, which will be an upgrade from Mac Excel. This is not a requirement, though.
What makes your courses different from your competitors?
Quite a lot actually. First, Kristen here taught these concepts on site at banks all over Wall Street. She has iterated and refined her explanation of concepts over the course of 15 years. She has an OCD level of detail when it comes to making sure the visuals and examples are fun and engaging. Jen’s is a natural born story teller and teacher, a skill that is quite rare among those on Wall Street. The two of us were VERY focused on creating engaging videos that goes way beyond droning over a PowerPoint presentation. Additionally, through our podcast, we have conversations all the time with thought leaders in the industry, and through our community on social media which is made up of 300k people and counting, we are constantly hearing from YOU about what questions you are being asked in real time. In fact, the exact content of this course was tailored to all of YOU who shared the questions you were asked. To us, this course is our masterpiece, something that is the culmination of literally 25 years of learning and teaching.
I’ve never seen Succession or The Industry. Will I find the course boring?
Not at all! The stories are there as just that: stories.
Sure, you might be more excited about the material if you’ve seen the shows, but it’s absolutely NOT essential.
If you want the cliff notes version, you can listen to our podcast series (start with our episode on Succession season 1 here) that gets into the finance of these shows 🙂
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