Private Equity Associate Training Course
Course Overview
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
ATP Full Course
- 1 Year Platform Access
- Hedge Fund 101
- Stock pitch template
- Operating model builds
- Case studies
- Technical questions
- Behavioral questions
- Brainteasers
Have Any Questions?
- (845) 315-4020
- info@getofficehours.com
Built & Trusted By Finance Professionals
Step 1
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Evaluating Companies
Learn how to evaluate new companies as a PE associate.
Step 2
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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
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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
Private Equity Associate Training Curriculum Overview
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Evaluating New Companies
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Owning the Financial Model: Part 1
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Owning the Financial Model: Part 2
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Investment Committee Materials (Diligence Bring Down)
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Data Analysis Exercise
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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
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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.
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
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Detailed, Practical Courses
Learn exactly what you need to know in your career track of choice.
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Time Relevant
Our content is designed for the next annual recruiting round from Wall Street firms.
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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.
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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.
