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The Investment Analyst


About The Investment Analyst

TheInvestmentAnalyst.com is an investment training consultancy led by Geoff Robinson (former UBS Managing Director and 9x #1 ranked analyst with 25+ years of instructor experience) that aims to empower professionals in the investment management industry by providing comprehensive and innovative training solutions. Through instructor-led sessions and cutting-edge digital resources, we aim to equip individuals with the knowledge, skills, and tools necessary to excel in their roles and navigate the ever-evolving landscape of investment management. We focus on the investment thesis-building journey from accounting and analysis to financial modeling and fundamental valuation. Download our App: "InsightOne" for the App Store and GooglePlay.

Location
Global
Group size
1 - 50
Daily rate
Number of employees
1 to 10
Years trading
26
Has own premises
No
Address
71-75 Shelton Street, Covent Garden, London, WC2H 9JQ, Global

Industries & Courses

  • Financials
  • Consumer Discretionary
  • Consumer Staples
  • Industrials

Trainers


Reviews

(12 reviews)

5 / 5

Various

22 May 2023  ·  Hybrid / blended

5 / 5
I have attended many of Geoff’s webinars, and the content has been best in class. In addition, Geoff has an excellent presenting style that brings the content to life understandably and entertainingly. He is also very entrepreneurial and constantly thinks of ways to improve things.

Technical skill / innovation
5 / 5
Helpfulness / flexibility
5 / 5
Value for money
5 / 5
Level of customisation / relevance to you
5 / 5

Various

10 Jul 2023  ·  Hybrid / blended

5 / 5
I had the privilege to work closely with Geoff for many years. Most recently we jointly ran UBS's Fundamental Analytics team, which was responsible for advising institutional investors globally, on the science and art of fundamental investment analysis, modeling and valuation. In this context Geoff designed and developed UBS's ed-tech platform for investment analysis, the Research Academy. Through Geoff's relentless effort and drive, the Fundamental Analytics team was the top-ranked II team (in the category valuation & Accounting) for many years. I have rarely, if ever, worked with someone with Geoff's commercial savvy, boundless energy and optimism, and technical knowledge rooted in a pragmatic balancing of theory and practice.

Technical skill / innovation
5 / 5
Helpfulness / flexibility
5 / 5
Value for money
5 / 5
Level of customisation / relevance to you
5 / 5

Various

10 Jul 2023  ·  Hybrid / blended

5 / 5
Geoff has the rare combination of being intelligent, a thought leader, and an excellent manager of people with the latter exemplified by the loyalty of his team members over various platforms. I was consistently impressed by his grasp of technical concepts and his ability to relay them in a commercial way.

Technical skill / innovation
5 / 5
Helpfulness / flexibility
5 / 5
Value for money
5 / 5
Level of customisation / relevance to you
5 / 5