Provides specialized practical experience

  • Sit in the seat directly next to a senior portfolio manager (virtually)

    No working beneath the junior analyst of the team, performing basic excel modeling tasks.

    ‍This training offers 10 hours of “valuable 1:1 learning” = virtual lesson time with a senior portfolio manager.

    Additionally, output from your > 15 hours of pre-lesson work will be critically reviewed by this same senior portfolio manager.

  • Work on "live" investment opportunities

    The choice of case study stocks worked on during training is not random. These will be equities that 2nd LEVEL KNOWLEDGE’s outsourced investing business considers interesting opportunities for their sophisticated investor clients.

    Case study stocks will all have “real time” idiosyncratic factors & risks that this practical learning will practice hashing out.

  • learn the business from the buyside & investor perspective

    This is a very important nuance - evidencing the forward-thinking learning experience this offers. It pushes the boundaries of practical training - to learn what is important to end user investors and to gain 1st hand perspective on what they require to make the right investment decisions.

    This dovetails nicely with the chance for trainees to learn how to gather 2nd LEVEL knowledge, a concept modeled after a buyside tested investment philosophy.

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