TheInvestmentAnalyst.com

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.