The Analyst Program is the prerequisite course students must complete to join the LITG Investment Team and contribute to investment decisions in our portfolio.
Dating back to 2016, LITG’s goal has been to lead a student-run equity portfolio to round out the suite of offerings to its membership. With this portfolio, the need arose for a course to teach our members about investment techniques, which led to the creation of the Analyst Program. The Analyst Program is continuously updated by the Executive Officers and offers a modular, dynamic structure with a focus on real-world applications.
There are 9 weeks to the course, and units/topics include accounting, DCF valuation, comparable companies valuation, current events analysis, financial statement analysis, data platforms, including Bloomberg and CapitalIQ, portfolio theory and management, and derivative securities. At the end of the course, there is a capstone stock pitch given by a few groups within the Analyst Program.
Applications will be open for any interested freshman and sophomore students (if you do not meet these qualifications and are still interested, reach out!). After a student has applied, they will undergo an interview process with the Executive Officers and will be admitted upon acceptance. Meetings for the Program (Wednesdays 6-7/7:30PM) are separate from the regular LITG meetings (Wednesdays 5-6PM). The analyst program will be conducted in Fall 2023, concluding the week before finals week.
Applications for the Fall 2023 Analyst Program are now Open! Apply here
Goals of the Analyst Program
Serve as a prerequisite to joining the LITG Investment Team to prove aptitude in financial concepts
Show Leeds, the Burridge Center, Donors, and Faculty that the students involved are the highest caliber students in the organization
Teach equity valuation from the bottom-up using industry standard methods
Prime them for the Leeds Finance and Accounting Curriculum
Provide an advantage among their peers in the Leeds Community
Promote experiences that can be leveraged in future job interviews