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e-learning

Asset management

At MDA Training we have 25 years’ experience of working with a wide range of asset managers.  Our specialism with asset managers primarily lies in developing the skills and knowledge of operations teams – ranging from client facing sales and distribution professionals’ right through to more technical support functions such as IT and finance.  We also have extensive experience in designing and delivering graduate, intern and school leaver programmes.

We provide highly engaging learning and development solutions in the specific products and services that your business offers.  And one area we have built up considerable experience and expertise is our work with sales and distribution professionals.  Working in close partnership with our clients, we develop programmes that are actually built around their specific funds, products and services.  This way, sales teams gain relevant and practical skills and insights, ultimately helping them to sell more through compelling solutions that are better positioned and differentiated from the competition.

Likewise with other operations professionals working in functions such as IT and finance, we help build their skills and knowledge again around the firm’s specific products, systems and processes, and provide them with practical knowledge and insights so as to help them design and deliver solutions that help create value for the business.  Our learning solutions enable your people to see how their roles fit into the wider business and commercial context of your organisation – translating the complexities of your internal procedures, processes and systems into enjoyable, engaging training.

We offer our clients a flexible approach to learning too – from classroom-based workshops and experiential financial markets simulations to a wide range of interactive mobile and online solutions.  Whatever the solution, participants complete their learning with a clear understanding of how they can better contribute to the success of the business in their day-to-day roles.

Our areas of expertise include:

Asset management

  • Introduction to fund management
  • Equity derivatives for fund management
  • Equity markets
  • Fixed income markets
  • Operations management
  • Portfolio construction
  • Private wealth management
  • Structured products.

Derivatives

  • Introduction to derivatives
  • Credit derivatives
  • Equity derivatives
  • Exchange traded derivatives
  • Modelling credit derivatives
  • Modelling fixed income and interest rate derivatives
  • Over-The-Counter derivatives.

Financial modelling

  • Introduction to financial modelling
  • Advanced financial modelling
  • Building enterprise value models
  • Comps modelling
  • Debt structuring
  • Equity DCF valuation models
  • EVA modelling
  • Project finance modelling
  • LBO modelling
  • M&A modelling
  • VBA and Excel.

Simulations

Fixed income

  • Introduction to fixed income
  • Collateralised Debt Obligations
  • Convertible bonds
  • Fixed income analytics
  • Fixed income derivatives.

Financial and commercial awareness

  • Accounting for derivatives
  • Accounting updates
  • Analysing financial statements
  • Budgeting
  • Cash flow forecasting
  • Commercial decision-making
  • Comparative valuation
  • Debt and equity funding solutions
  • Financial reporting
  • Fundamentals of finance
  • Introduction to financial statements
  • Using management information to improve performance.

Alternative investments

  • Introduction to alternatives
  • Commodities
  • FX
  • Hedge funds
  • Private equity
  • Real estate.

Other modules

  • Behavioural finance and investor psychology
  • Economics
  • Risk management
  • Technical analysis
  • Trading strategies.

Personal and interpersonal skills

  • Building high-performing teams
  • Coaching for performance
  • Delivering powerful business presentations
  • Developing pitch skills
  • Driving projects for success
  • Effective business writing skills
  • Identifying the drivers of value
  • Influencing colleagues and others
  • Making a personal impact
  • Managing yourself and others
  • Mapping business processes
  • Negotiating skills
  • Preparing for new responsibilities
  • Taking people with you
  • Working through others.

Sample client projects:

Case iconTrade flow simulation   Case iconBlended learning solution for an asset manager   Case iconLaunching a new absolute return fund