Professional development program launching September 2025
We've spent years working with investment firms across Australia, and there's one thing that keeps coming up: the gap between academic finance theory and what actually works in practice. Our 12-month program bridges that gap with hands-on learning from professionals who've been managing portfolios through market cycles.
Work with actual investment data from our partner firms. You'll analyse real positions, not textbook examples, giving you genuine experience with the messy reality of markets.
Every Tuesday, we break down what happened in global markets the previous week. These sessions help you develop the pattern recognition that separates experienced analysts from beginners.
Each student pairs with a working professional from our network of fund managers, research analysts, and portfolio strategists based in Sydney and Melbourne.
Complete three major research assignments throughout the year, each designed to mirror the type of analysis you'd produce in a professional investment role.
Program Director & Senior Portfolio Manager
Our program follows the natural rhythm of market learning - starting with foundations and gradually building to advanced portfolio management concepts. Most students find they can apply new skills immediately in their current roles.
Understanding how different asset classes behave, reading financial statements like a professional, and learning the tools that drive investment decisions.
Multiple approaches to determining what companies and assets are actually worth, including discounted cash flow models and relative valuation methods.
Learning to identify and measure different types of investment risk, from credit risk to market volatility, and how to communicate these to stakeholders.
Putting it all together to build diversified portfolios that match specific investment objectives and risk tolerances.
Monthly visits to our partner trading floors in Sydney, where you'll observe real-time decision making and market operations.
Program completion includes preparation for CFA Level I and FRM certification exams, with additional study support provided.
Final three months focus on an independent research project, often leading to job opportunities with our industry partners.
Understanding how Australian markets fit within the global investment landscape, with specific focus on Asian market dynamics.
"The best part of teaching this program is watching students have those breakthrough moments when complex financial concepts suddenly click. It usually happens around month six, when they start thinking like real analysts."
Applications for September 2025 cohort open March 1st
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