Background
Top 15 global private equity firm was seeking customized training programs across its intern, full-time analyst and full-time associate hires:
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- Training needed to be relevant across private equity, credit, and real estate verticals.
- It needed to address needs of both finance and non-finance graduates.
- Content needed to be tailored to the firm’s models and investment case studies.
Solution
WSP Private Equity faculty and curriculum designers worked with the firm’s L&D and investment professionals for a comprehensive knowledge exchange
- Multi-stream intern training: The first part of the intern training program provided learners with finance fundamentals while the second half consisted of separate real estate and private equity/credit streams to ensure relevancy across all client groups.
- Dedicated analyst program. WSP conducted a dedicated analyst program to provide new grads with core modeling skill set before the start of the combined analyst and associate Private Equity Immersion program.
- Customization: WSP integrated firm templates and investment case studies throughout full-time programs, increasing relevancy and creating a continuous transition to internally-led group-specific training.
Impact
- 100% agree they were given the technical tools necessary to be successful as an investment professional.
- Given the program’s success, both intern and full-time analyst programs in 2021 will offer separate concurrent training streams for private equity, credit, and real estate participants.
