Private Equity Associate Training Course

4.9
4.9/5

Course Overview

Ready to take the next step as a PE associate?

If you’re interested in private equity, our associate training program covers:

How your candidacy is actually viewed by headhunters and PE firms so you can prepare your personal story accordingly.
 
  • How to ace your technical interviews and LBO tests, which is table stakes to move on in the interview process.

  • You may know about the PE landscape and LBO modeling, but you want live 1:1 practice with a real PE professional to make sure you can perform in an interview setting.

  • Insider knowledge on various headhunters, firms, and compensation data to help negotiate and make sure you’re receiving fair treatment.

 

$599

$499/Lifetime Access

ATP Full Course

Have Any Questions?

Built & Trusted By Finance Professionals

Step 1

  • Evaluating Companies

    Learn how to evaluate new companies as a PE associate.

Step 2

  • Financial Models & Investment Committee Materials

    Read Lessons 1 and 2 as pre-work. Also complete a short LBO assignment in Lesson 2. Then, schedule the first ATP call to get an introduction to the course, go over the initial assignment, and tee-up more complex exercises. You'll also learn how to present investment committee ready decks.

Step 3

  • Data Analysis

    A key part of the PE Associate role is to clean, cut, and analyze large datasets. Oftentimes, this data may come straight from a company's CRM or ERP system, and the Associate must efficiently analyze the data and present actionable conclusions to his or her team. You'll learn valuable, job-ready data skills.

Step 1

  • Evaluating Companies

    Learn how to evaluate new companies as a PE associate.

Step 2

  • Financial Models & Investment Committee Materials

    Read Lessons 1 and 2 as pre-work. Also complete a short LBO assignment in Lesson 2. Then, schedule the first ATP call to get an introduction to the course, go over the initial assignment, and tee-up more complex exercises. You'll also learn how to present investment committee ready decks.

Step 3

  • Data Analysis

    A key part of the PE Associate role is to clean, cut, and analyze large datasets. Oftentimes, this data may come straight from a company's CRM or ERP system, and the Associate must efficiently analyze the data and present actionable conclusions to his or her team. You'll learn valuable, job-ready data skills.

We've Helped Over 1000 People Get Finance Jobs

Investment Banking Analyst
Investment Banking AnalystPE Interview Prep & Career Coaching
Read More
“I received three middle market private equity offers (converted every superday since beginning to work with OfficeHours ). OfficeHours helped me to build confidence in myself as a candidate and pinpoint where my time was best spent recruiting. They then helped me choose the right opportunity.”
Investment Banking Analyst
Investment Banking AnalystHedge Fund Interview Prep
Read More
"I didn’t have a good understanding of the hedge fund recruiting process or even know where to start. After working with my coaches from OfficeHours, I feel much more prepared and ready to secure an offer."
Investment Banking Analyst
Investment Banking AnalystPE Interview Prep
Read More
"After one month of working with OfficeHours, I landed a buyside offer at a firm that was an excellent personal and professional fit. Everyone's recruiting journey is different. OfficeHours tailors their approach to meet you where you are in your recruiting journey and gives you the tools necessary to be successful in accomplishing your goals. I highly recommend it.”"
Investment Banking Analyst
Investment Banking AnalystCareer Coaching
Read More
"OfficeHours was able to create a very custom mentorship experience that was tailored to my unique situation and preferences. I connected with multiple coaches who were able to provide me relevant, unique perspectives on how to excel in my next job after I got a megafund offer."
Investment Banking Analyst
Investment Banking AnalystPE Interview Prep
Read More
“I’m in a consumer investment banking group and wanted to pivot to technology investing. My coaches helped me better position my deal experience as tech-enabled and helped me secure interviews at numerous growth equity firms."
Investment Banking
Investment BankingCareer Coaching
Read More
"The team was able to quickly schedule calls on my behalf with a highly relevant set of contacts for exploratory conversations around a new career path, saving me considerable time and effort."
Associate, Fifth Wall, Real Estate Tech
Associate, Fifth Wall, Real Estate Tech Investment Team
Read More
The availability of Asif and Rohit is what drove my success along with the OfficeHours Platform.

Private Equity Associate Training Curriculum Overview

  • Evaluating New Companies

  • Owning the Financial Model: Part 1

  • Owning the Financial Model: Part 2

  • Investment Committee Materials (Diligence Bring Down)

  • Data Analysis Exercise

  • Data Cutting Exercise - Video Walkthrough

Need More Than A Course?

Get 8 Weeks Of Intensive PE Associate Career Training

Our program supplements self-studying with a hands-on approach

  • Self-study on the platform and then receive 1:1 coaching to master your understanding

    Our team will hand-pick the right expert to connect with based on your career goals.

Get 8 Weeks Of Intensive PE Associate Career Training

Our program supplements self-studying with a hands-on approach

  • Self-study on the platform and then receive 1:1 coaching to master your understanding

    Our team will hand-pick the right expert to connect with based on your career goals.

Site Content 7

Private Equity Coaching Overview:

Week

Coaching Calls:

Platform Resources:

KICKOFF

ONBOARDING

Intro call with Asif to discuss your goals and develop a plan of attack

  • Onboarding document

Week 1

Evaluating New Companies

Learn about the investment process, from receiving the first set of company materials all the way through the final investment committee meeting and final wiring of the investment funds.

  • Evaluating new companies guide

Week 2

Owning the Financial Model

Understand varying levels of modeling complexity depending on where you are in the investment process. Learn how to put together a short form LBO for initial review and a long form LBO with granular revenue and operating builds for later stage investment committee meetings

  • Short form LBO template
  • Long form LBO exercise

Week 3

Investment Committee Materials

Learn the major sections of an IC deck and how to put one together using the information provided during a sale process.

  • Sample investment committee deck

Week 4

Data Analysis

Learn how to go through invoice level data often provided in a virtual data room and how to put together supporting analysis

  • Invoice level analysis exercise

Week 5

Additional Investment Committee Recommendations

After learning the framework above, put in more reps on additional investment recommendation exercises to simulate the core responsibilities of a PE Associate


  • Additional case studies

Week 6

On-the-job Questions

While on the job, questions inevitably come up regarding technical and process questions, as well as how to navigate office politics. We have coaches ready to speak with you and help navigate your individual situation

Be Prepared For Your PE Associate Interview

  • Detailed, Practical Courses

    Learn exactly what you need to know in your career track of choice.

  • Time Relevant

    Our content is designed for the next annual recruiting round from Wall Street firms.

  • Built By & Trusted By Experts

    OfficeHours was built by finance professionals with decades of combined experience and direct expertise in recruiting and putting your best foot forward.

  • Personalized Service

    Need more help than our in-depth courses? We have a team of people already working in the jobs you want, with hands-on experience ready to provide you personalized coaching.

Commonly Asked Questions

Have a question? Contact us.

OfficeHours is a career development company catered towards investment banking analysts and other finance professionals who just kicked off their careers. 

Our career coaching service matches you with relevant coaches to help you excel on the job, achieve high reviews, get promoted, and earn top bonuses.

OfficeHours coaches come from 100+ premier institutions and many have exited from banking into various industries including private equity, hedge funds, startups, and corporate development. They provide actionable advice on how to succeed on the job you currently have and share firsthand experience on how they thought about next steps.  

If you are already set on recruiting for a new job, our interview prep service matches you with a coach in your target industry to help navigate the job search process, from application to interview to offer. We’ve helped individuals prep and place within private equity and other jobs within finance.

Have A Question?