Analyst & Associate Guide includes

Welcome to the guide utilized by thousands of analysts and associates at the world’s top 4 investment banks, PE firms,
boutiques and corporations.

Master essential accounting, modeling, valuation, LBO and M&A skills. Enhance your learning with 37 free video walkthroughs, available online and offline. Watch instructor-led explanations of critical and complex topics.

Analyst & Associate Guide

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Learn best-practice methods from instructors to the industry’s top finance professionals.

A5 sized book with 468 pages

Five primary topics divided into 20 chapters

Over 80 minutes of integrated augmented reality videos

Authored by our expert instructors: Mary Moore and Alastair Matchett

Learn best-practice methods from instructors to the industry’s top finance professionals.

A5 sized book with 468 pages

Five primary topics divided into 20 chapters

Over 80 minutes of integrated augmented reality videos

Authored by our expert instructors: Mary Moore and Alastair Matchett

Module

Financial Accounting

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Financial Statements Fundamentals
Income Statements Fundamentals
Balance Sheet Fundamentals
Cash Flow Statement Fundamentals
Accounting for Mergers and Acquisitions
Leasing
Accounting for Post-Employment Benefits
Accounting for Taxes

Financial Modeling

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Excel Fundamentals
Modeling Fundamentals
An Iterative Model
Modeling a Cash Sweep
Model Integrity and Error Checking Techniques

Valuation

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Valuation Fundamentals

Trading Comparables

Transaction Comparables

Discounted Cash Flow Analysis

LBO

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Leveraged Buyout Analysis

M&A

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Mergers and Acquisitions Analyses

Merger of Equals

AUTHORS

Mary Moore

Associate Instructor

An accountant by qualification, Mary has been training finance professionals for 30 years

Alastair Matchett

Founder & Instructor

22 years of experience instructing on Wall Street, previously investment banker at J.P. Morgan

Testimonials

What our students say

Individuals

Jay Farkas

Analyst & Associate Guide

I immediately purchased the Analyst & Associate Guide after a recommendation from a banking analyst. It has clear and detailed explanations on everything you need to know. It is obvious why top banks have moved to Financial Edge and I will definitely be purchasing from them again.

Firms

Analyst at Top 4 Investment Bank

Core Publication Pack

Great resources, perfect for referencing at the desk

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Frequently Asked Questions

Who uses these books?

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Our books are hugely popular throughout the world of finance, from interns and new analysts to industry veterans, they solve learning requirements for all levels of experience. The Analyst & Associate Guide is our best seller and is used by new hires at the world’s top 4 investment banks.

Do you sell these books digitally?

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Unfortunately, we do not offer digital retail copies of all our books at this time. We do offer Financial Statement Analysis Under IFRS via Amazon’s Kindle service. We are looking to expand our digital range in the near future.

How long will it take for my books to arrive?

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Please allow 5 working days for your order to be delivered. Additional time may be needed for international orders. All of our publications are shipped via courier, please let us know if you have any specific delivery instructions.

I have an old copy of the Analyst & Associate Guide, how do I access the videos?

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Our original edition used augmented reality to load videos, unfortunately this service is no longer in operation and we have migrated the videos to our online learning platform. Please contact us with your order number and will provide access details.