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Swiss Finance
Institute
Swiss Finance Institute is the research and learning engine within Swiss Finance — focused on macro frameworks, allocator behavior, and the evolving architecture of capital.
Research Areas
What This Actually is: Analyst Responsibilities
Investment Banking Analyst Residency - Program Description
The Analyst Residency is best understood as an apprenticeship under constraint.
Participants are not “trained” in isolation. They are placed inside an active capital environment and expected to develop functional competence through responsibility, repetition, and feedback.
You will observe how decisions are made when capital, reputation, and timing are at stake. You will contribute to real research, outreach, and execution tasks. You will see how institutional narratives are built, tested, and defended. You will also be evaluated continuously. This is not a safe sandbox.
Analysts execute technical and analytical work supporting transaction execution and client deliverables.
Institutional Sales:
Researching and networking with allocators, investors and capital providers to support capital raising efforts for clients and affiliate funds.
Mergers & Acquisitions:
Financial modeling for acquisition scenarios and merger analyses. Valuation work including discounted cash flow, comparable company, and precedent transaction methodologies. Due diligence coordination and information memorandum preparation. Pitch material development and presentation support.
Capital Markets:
Debt and equity financing documentation. Market research and investor positioning analysis. Roadshow material preparation. Underwriting and syndication support for capital raises.
Strategic Advisory:
Corporate strategy analysis and competitive positioning research. Market entry and expansion opportunity assessment. Financial restructuring and recapitalization planning. Board presentation materials and strategic recommendations.
Client Service:
Direct interaction with corporate clients, private equity sponsors, and institutional investors. Preparation of confidential information memoranda and management presentations. Coordination with legal counsel, accountants, and other transaction advisors.
Work product contributes directly to active client mandates. Analysts participate in transactions that close and generate fees for the firm.
Who This is For
The Residency is designed for a very specific profile.
It is for individuals who are intellectually capable, but under-signaled. People who did not come through Ivy League pipelines, or who lack the conventional résumé markers that open doors automatically.
It is for those who understand that access, proximity, and judgment matter more than certificates.
It is not for tourists. It is not for people seeking a brand stamp without contribution. And it is not compatible with half-commitment.
The firm advises hedge funds, corporate clients, financial sponsors, and institutional investors on strategic transactions and capital markets activities. Swiss Finance operates through entities maintaining institutional standards appropriate to hedge funds and investment banking practice including regulatory compliance in relevant jurisdictions, established relationships with legal counsel and audit firms, office facilities in premium financial centers to provide easy access for our fund and investment banking clients and investors to visit us, and cutting-edge market technology and data infrastructure including disaster recovery and business continuity plans, sites, and infra.
Structure, Duration, and Candidate Requirements
The standard Residency runs four to eight months.
For candidates whose academic calendar ends in early May, the program can be structured as:
• An intensive four-month in-person phase (May–August), followed by
• A remote continuation phase at flexible times, focused on defined deliverables, ongoing exposure, and alumni-level access.
This structure reflects reality. Competence is not developed in eight to twelve weeks. It takes time to internalize allocator logic, research standards, and professional judgment. The continuation phase exists to complete that arc.
Swiss Finance seeks individuals demonstrating analytical capability, professional conduct, and substantive interest in investment banking, private equity and hedge fund careers.
Previous program participants have included recent university graduates, professionals transitioning from consulting or corporate finance, and international candidates with relevant academic or professional backgrounds.
Prior investment banking experience is not required. Technical proficiency in financial modeling and valuation can be developed through program participation. Professional maturity and capacity for demanding work environments are essential.
Participants must be prepared for extended working hours typical of transaction advisory work.
Economic Structure
Participation in the Analyst Residency is fee-based, not employment-based.
The program fee is US$50,000. This reflects the cost of access, supervision, infrastructure, and founder bandwidth. It also exists as an alignment mechanism. Fewer than 5% of applicants are accepted. Investment banking frequently requires evening and weekend availability when transactions demand it. Individuals unable to accommodate intensive work schedules should not apply.
Experience of this depth cannot be offered freely without degrading outcomes on both sides.
Details are discussed only after mutual fit is established.
Program Structure
Placement provides:
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Formal analyst title and designation
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Office access in London, New York, or Stockholm
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Participation in live hedge fund or capital markets environment.
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Supervision by senior hedge fund and investment banking professionals
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Professional credential for investment banking career progression
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Limited visa and immigration support for the program, depending on location.
Placement into the Residency does not provide:
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Employment compensation or salary
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Housing or accommodation support
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Structured training curriculum beyond on-the-job learning
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Post-program employment guarantees
Swiss Finance cannot sponsor employment visas for program participation but may assist with other visa types that may satisfy regulatory requirements for this program.
Office Locations
London Operations:
Swiss Finance maintains offices in Mayfair with proximity to the City of London financial district. London operations focus on European funds, trading, fundraising, M&A, cross-border transactions, and capital markets activity.
New York Operations:
Manhattan location provides access to North American investment banking markets. New York operations emphasize middle-market advisory, private placements, and strategic advisory work.
Stockholm Operations:
Nordic regional headquarters supports Scandinavian transactions and European expansion activities. Stockholm operations include hedge funds, capital advisory and capital markets capabilities.
Candidates indicate geographic preferences during application. Final placement assignments reflect operational requirements and candidate background.
There are many ways to learn investment banking or hedge fund finance.
There are very few ways to be allowed inside it.
The Analyst Residency is a selective, founder-led apprenticeship designed for a small number of individuals seeking real exposure to institutional capital, allocator logic, and live financial operations.
This is not a course.
It is not an internship in the conventional sense.
And it is not designed for mass participation.
Participants are embedded into a real operating environment across investment banking, institutional fundraising, and hedge fund infrastructure, under direct oversight. The work is live. The standards are high. The margin for error is real.
The Residency exists for one reason: to identify, shape, and pressure-test individuals who may be capable of operating at a professional level in high-stakes financial environments, even if they did not arrive through traditional pedigree pipelines.
Admission is limited. Capacity is fixed. Access is earned.
Swiss Finance operates analyst programs across investment banking and capital market functions in London, New York, and Stockholm.
Participants hold analyst designations and execute work integral to transaction advisory, capital raising, and client service operations. Placements involve direct participation in live mandates including mergers and acquisitions, debt and equity financings, and strategic advisory engagements.
The program structure accommodates individuals seeking substantive exposure to institutional investment banking including institutional sales and capital raise. Participants work within established deal teams under supervision of senior bankers and managing directors.
Duration: Four to eight months
Locations: London (Mayfair) | New York (Manhattan) | Stockholm (Östermalm)
Commencement: Rolling start dates throughout calendar year
Selection: Less than 5% of applicants receive placement offers
With over US$1 billion under management, Swiss Finance and affiliate hedge funds maintain operations and institutional infra across multiple jurisdictions.