Analyst Program

Spring 2024 Analyst Class

Applications for the Spring 2025 Analyst Program are now open!

Goals of the Analyst Program

  • Equip students with foundational financial concepts, preparing them for the LITG Investment Team.

  • Showcase to the Leeds School of Business community, the Burridge Center of Finance, donors, and faculty that LITG members are among the highest-caliber students at Leeds.

    1. Teach bottom-up equity valuation using industry-standard methods.

    2. Prepare members for the Leeds School of Business Finance and Accounting curriculums.

    3. Provide an edge in job interviews through hands-on experiences.

  • Course Concepts

    Over the course of the 10-week program, students will cover a variety of topics essential for financial analysis and investment decision-making. These include accounting, financial statement analysis, DCF and comparable company valuations, portfolio theory and management, and using data platforms like Bloomberg and Capital IQ. At the end of the program, members will present a capstone stock pitch to the LITG Investment Fund.

  • Course History

    Since LITG's inception, one of our goals has been to lead a student-run equity portfolio, which has become an integral part of LITG’s offerings to students. In 2020-2021, we achieved this goal, and shortly after, the need arose for a course to teach various financial and accounting concepts. This led to the creation of the Analyst Program. The first iteration of the program, written in 2020-2021 by LITG’s Executive Officers, was designed to elevate the educational experience of members and create a more dynamic, modular curriculum focused on real-world applications. The Analyst Program serves as a prerequisite to joining LITG's $425,000 student-managed investment fund.

    For the Spring of 2025, the program will be taught by LITG’s Energy Sector Head, Ryan Markus, and Financial Institutions Sector Head, Aidan Lentz, with meetings occurring every Monday from 6:30-8:00pm.