Greenwood Project

Financial Planning and Analysis

• Complete assigned financial modeling, valuation, and investment analysis projects to demonstrate proficiency in core investment concepts within program deadlines
• Engage in guided training sessions covering equity research, financial statement analysis, portfolio construction, and investment strategy
• Participate in networking events, mentorship programs, and professional development opportunities to expand your network within the investment community
• Embrace a culture of analytical excellence, intellectual curiosity, and continuous learning, positioning yourself as a future leader

Investment Academy - Scholar Program

Sales

• Complete assigned client presentations, pitch development, and relationship management simulations to demonstrate proficiency in sales concepts within program deadlines
• Engage in guided training sessions covering capital markets products, client communication strategies, market dynamics, and sales techniques
• Participate in networking events, mentorship programs, and professional development opportunities to expand your network within institutional sales and relationship management
• Embrace a culture of relationship excellence, market awareness, and continuous learning, positioning yourself as a future leader in financial services sales

Investment Academy - Scholar Program

Sales Academy - Project Scholar Program