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About TheInvestmentAnalyst.com

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Elite Investment Training by Geoff Robinson — Former UBS MD & #1 Ranked Analyst

At The Investment Analyst, we specialize in delivering world-class investment training designed for professionals who want to master real-world financial analysis, valuation, and strategic thinking. Our platform is led by Geoff Robinson, a former Managing Director at UBS Investment Research and a ten-time #1 ranked analyst in Institutional Investor’s EMEA survey. With over 25 years of experience in investment education, Geoff combines elite industry insight with a proven track record of instructional excellence.

His patience, knowledge and ability to make complicated things seem simple are unmatched (US Portfolio Manager)

We believe that transformative learning drives better investment decisions — and that better-informed investors build more ethical, efficient, and profitable markets. That’s why our courses bridge the gap between textbook theory and live market realities, equipping analysts, portfolio managers, and corporate finance professionals with tools they can apply immediately.

I can honestly say this class is the best class I've taken in my investment career (EMEA Buy-Side Analyst)

Whether you're training new hires, sharpening the skills of an experienced team, or seeking a tailored investment workshop, our approach is grounded in clarity, accessibility, and rigor. We deliver expert-led sessions across equity research, valuation modeling, credit analysis, M&A, and more.

Key Training Areas:

  • Investment Analysis & Equity Valuation
  • Financial Modeling (DCF, LBO, M&A, Reverse DCF)
  • Credit & Capital Structure Strategy
  • Sector-Specific Masterclasses (e.g., Tech, Financials, Industrials)
  • Advanced Analyst Skills (e.g., “What’s Priced In?” Analysis, Forecasting Under Uncertainty)

Why Choose Us:

  • Courses led by a top-ranked analyst with decades of real-market experience
  • Highly rated by investment firms, asset managers, and corporate clients
  • Customizable in-house workshops or modular online formats
  • Designed for immediate practical impact, not theoretical lectures

If you’re looking for investment training that goes beyond the basics, with real insights from the front lines of global finance, we’re here to help.

Location
Global
Group size
5-50
Daily rate
£1,200£1,500
Number of employees
2
Years trading
27
Has own premises
No
Apprenticeships
Yes
Funded Courses
No
Telephone
447852343049

Our Location

71-75 Shelton Street, Covent Garden, London, WC2H 9JQ, Global

Send Quick Enquiry

Send a message and get a response within 24 hours

⚡ Free consultation - no commitment required

What happens next:

Response from TheInvestmentAnalyst.com within 24 hours
Personalized training recommendations
Custom pricing for your requirements
No obligation to proceed

Specialized Industries

  • Financials
  • Consumer Discretionary
  • Consumer Staples
  • Industrials

Trainers

General training capacity

27 years experience

Why? At theinvestmentanalyst.com, we believe in the transformative power of knowledge and its ability to reshape the financial landscape. Our purpose is to democratize access to elite-level investment insights, bridging the gap between theoretical understanding and real-world market expertise. We're driven by the conviction that better-educated investors create a more efficient, ethical, and prosperous financial ecosystem for all. Our mission is to empower the current and next generation of analysts and investors, fostering a culture of continuous learning and critical thinking that elevates the entire investment industry.

Specialties:
Synergy AnalysisPlanningMerger modelingSectoral researchCash flowFinancial Statement AnalysisCorporate credit analysis+50 more
Languages:
English

Geoff Robinson — Financial Modelling Master, Former UBS MD, and Expert Investment Training Provider Geoff Robinson is a globally recognised investment trainer and financial education expert with over 25 years of experience in financial markets, equity research, and professional training. A former Managing Director at UBS Equity Research, Geoff led the bank’s Global Fundamental Analytics franchise and was instrumental in building UBS’s award-winning internal EdTech platform, the Research Academy. During his time at UBS, Geoff was ranked the #1 EMEA analyst 10 times in the Institutional Investor Survey, a testament to his ability to produce impactful, high-conviction investment insights. His unique training approach blends deep technical knowledge with real-world relevance — making complex financial topics not only understandable, but engaging and actionable. Prior to his role at UBS, Geoff was an equity investor and LBO co-investor in two training and development consultancies that successfully exited the market. His career reflects a rare combination of investment expertise, entrepreneurial success, and instructional excellence. Geoff is one of only seven professionals globally to hold the prestigious Master of Financial Modelling designation. He is also a Fellow of the Institute of Chartered Accountants in England and Wales (ICAEW) and a Chartered Financial Modeller and Valuation Analyst (FMVA). These qualifications underscore his commitment to training at the highest technical and ethical standards. Training Specialisations: Financial Modelling & Valuation (DCF, LBO, M&A) Investment Analysis & Equity Research Capital Structure & Credit Analysis Strategic Thinking for Analysts Advanced Excel & Financial Model Audit Bespoke Corporate Training Programs Why Choose Geoff as Your Trainer? Trusted by top-tier investment banks, asset managers, and corporates globally Combines deep industry experience with a passion for teaching Specialises in simplifying complex finance topics into engaging, digestible sessions Offers both live and virtual training across multiple formats and geographies Proven results in upskilling analysts, finance professionals, and corporate teams Outside the classroom, Geoff is a PADI Dive Instructor, live music enthusiast, and vinyl collector. He also serves as a Non-Executive Director for several start-ups worldwide, staying connected to innovation and entrepreneurship across industries. If you’re seeking investment training that blends practical experience, technical excellence, and inspiring delivery, Geoff Robinson is one of the most qualified and engaging trainers in the field today.

Specialties:
Synergy AnalysisMerger modelingCash flowFinancial Statement AnalysisCorporate credit analysisSensitivity analysisAccounting+27 more
Languages:
English

Reviews

(23 reviews)
5
out of 5

LBO

14 May, 2025Hybrid / blended

5/5

They are game changers in the field of investment education.

Technical skill / innovation5/5Helpfulness / flexibility5/5Value for money5/5Level of customisation5/5

Investment Modeling and Valuation

14 May, 2025Hybrid / blended

5/5

Geoff has long been a pioneer of financial education platforms. his latest is his best yet

Technical skill / innovation5/5Helpfulness / flexibility5/5Value for money5/5Level of customisation5/5

Investment Valuation

14 May, 2025In Person

5/5

It's easy to see how they were #1 ranked.

Technical skill / innovation5/5Helpfulness / flexibility5/5Value for money5/5Level of customisation5/5

Investment Valuation

14 May, 2025In Person

5/5

I have rarely, if ever, worked with someone with their commercial savvy, boundless energy and optimism, and technical knowledge rooted in a pragmatic balancing of theory and practice

Technical skill / innovation5/5Helpfulness / flexibility5/5Value for money5/5Level of customisation5/5

Investment Valuation

14 May, 2025In Person

5/5

Their initiatives around education are without peer.

Technical skill / innovation5/5Helpfulness / flexibility5/5Value for money5/5Level of customisation5/5

Financial Modeling and Investment

14 May, 2025In Person

5/5

I can honestly say this class is the best class I've taken in my investment career.

Technical skill / innovation5/5Helpfulness / flexibility5/5Value for money5/5Level of customisation5/5

Financial Modeling

14 May, 2025In Person

5/5

His patience, knowledge and ability to make complicated things seem simple are unmatched.

Technical skill / innovation5/5Helpfulness / flexibility5/5Value for money5/5Level of customisation5/5

Fidelity Analyst Program

25 Sep, 2024Hybrid / blended

5/5

Scores better than the other platforms I have used for difficulties ranging from beginner and upwards.

Technical skill / innovation5/5Helpfulness / flexibility5/5Value for money5/5Level of customisation5/5

Fidelity Analyst Program

25 Sep, 2024Hybrid / blended

5/5

What an app - I have loved using it. It was insightful, engaging, and humorous at points. It has dramatically improved my accounting knowledge and allowed me to transition seamlessly into my new job. Geoff is also a great instructor, carefully building up your knowledge!

Technical skill / innovation5/5Helpfulness / flexibility5/5Value for money5/5Level of customisation5/5

Various

29 Jun, 2024In Person

5/5

Simply. You make our people better

Technical skill / innovation5/5Helpfulness / flexibility5/5Value for money5/5Level of customisation5/5