Analyst Academy
A self-paced training program that condenses years of on-the-desk learning into a structured, practical curriculum grounded in how institutional investors work day-to-day on the buyside.
Course Objectives
Establish foundational skills
- Understand the mechanics of the market and stock movement
- Identify what makes a good investment thesis
Execute and implement
- Learn how to build an institutional-grade model
- Conduct business/industry analysis and navigate earnings season
- Track theses and build quality pitch decks
- Communicate your ideas clearly and earn PM trust
AI augmentation
- Strategically deploy AI to increase speed and rigor
- Create custom agents that clone your process
AI Accelerator
A 6-month guided course for fundamental investors seeking to embed agents into their workflows alongside a cohort of serious investment practitioners.
Course Objectives
Understand your process
- Document your unique workflows
- Identify opportunities where agents can add value
Create custom agents
- Embed agentic workflows into your real investment process
- Build and maintain a personal SKILLS.md library
- Develop clear evaluation and stress-testing methods
Deploy and iterate
- Turn discrete workflows into a coherent operating layer
- Adapt your process to the evolving AI capability curve
- Operate as an AI-native analyst or PM with material gains in rigor and speed
Credit Academy
A self-paced training program that equips analysts with a comprehensive understanding of fundamental credit investing concepts, skills, and frameworks.
Course Objectives
Establish credit foundations
- Frameworks for fundamental credit analysis
- Learn credit modeling techniques
- Master your research process and credit document analysis
Develop advanced credit strategies
- Invest using event-driven and opportunistic strategies
- Understanding all credit sectors, such as distressed, private, and high-yield
Applying AI for credit investing
- Lay the groundwork of agentic AI fundamentals
- Form credit-specific AI workflows
- Build a library of shipped skills.md files
Intern Accelerator
A structured 10-week training program that standardizes intern capability, accelerates ramp time, and returns senior investor time to high-value work.
Course Objectives
Standardize intern capabilities
- Establish buyside standards and expectations
- Lay the foundations for the fundamental investment process
- Encourage consistent, measurable output across the intern class
Accelerate ramp time
- Get interns up to speed before their first day at the desk
- Develop intern skills in each step of the investment process
- Install structured learning to aid in intern development
Return time to senior team members
- Utilize private coaching and office hours from Fundamental Edge
- Evaluate interns with our testing and skill checks
Factors
A self-paced masterclass for PMs and rising risk takers offering frameworks and tools to excel in factor-based investing and risk management.
Course Objectives
Apply factor-based investing
- Identify alpha with factor frameworks
- "Quantamental" Factor Investing Approaches
- Frameworks for factor timing
Manage factor risk
- Statistics and math for the non-Quant
- Performance attribution and factor loading
- Risk Decomposition & Volatility Prediction
Factor-aware portfolio management
- Investing in light of positioning, crowding, and themes
- Factor-Aware Hedging Approaches