You have the offer. Now earn the top bucket.
A one-to-one desk readiness bootcamp for summer and incoming full-time analysts. The training before the formal training starts, so nothing on the desk is the first time you have seen it.
Bucket structures vary by bank. The shape does not. The analysts who land in the top bucket generally arrived able to do the work.
- MTS Health Partners
You were hired for your potential. You will be reviewed on your work.
The skills that win an offer are a strong start. The desk asks for a few more, and they can all be learned before day one.
- ✓Explaining a DCF out loud
- ✓A clean, memorable story
- ✓Knowing how the statements connect
- ✓One deal you could discuss well
- ✓Being good company for thirty minutes
- ✓Building models quickly and accurately
- ✓Turning comments without new errors
- ✓Catching your own mistakes first
- ✓Pages that are ready to send
- ✓Being dependable late in the day, every day
A comprehensive program built on the optimal way to learn finance
A tried and tested sequence, from the fundamentals to the most advanced topics. Your plan can be customized to the desk you are joining.
Two Tracks, Each Built for Desk Readiness
Desk-speed technical skills
Excel at desk speed, accounting the way analysts use it, three-statement models from filings, corporate finance, comps, transaction comps, DCF, LBO and M&A. Production work to a standard someone else can rely on.
Soft skills that get you staffed
The comment cycle, managing up, asking good questions once, the mistake protocol, walking a VP through your model, and writing the update that gets read.
What we cover
Both tracks run across the twelve weeks and finish with a timed capstone. The full session-by-session curriculum is shared after the intro call.
Who it is for
Summer analysts
Ten weeks to earn a return offer. Cohort runs in the spring ahead of June starts.
Incoming full-time analysts
Mostly college seniors. Your first review is closer than it looks. Cohort runs in the summer ahead of full-time starts.
Built by Harvard, Stanford and Wharton MBAs who all worked in investment banking
Led by Robert Monaco: Harvard MBA, CFA, CAIA, all four CPA sections passed. Former investment banker and private equity investor, founder of a venture-backed company that was raised and sold, and senior instructor to teams at companies and firms all over the world.
Candidates coached by Caserta Training have gone on to roles at Goldman Sachs, J.P. Morgan, Barclays, Evercore, Moelis & Company, PJT Partners, and others.
Scott Monaco, MBA
Wharton MBA. Former bulge bracket investment banker and venture capital investor. Senior analytics, product and risk leader at multiple venture-backed fintech companies through Series C and beyond.
Jimmy Monaco, MBA
Stanford MBA. Former bulge bracket investment banker, private equity investor and hedge fund analyst. Led M&A as a senior corporate executive and founded, raised capital for and built a venture-backed company.
Questions
Bank training is a few weeks for a whole class at one pace. This is twelve weeks, one-to-one, before it starts, so formal training becomes review.
Yes. Every topic is fair game and the plan is tailored to your group and desk. We recommend starting with the fundamentals because the topics build on each other.
No. The Masterclass is included as bonus material. Sessions are live, one-to-one and cover far more than LBO modeling.
Yes. CAP gets you the offer; this gets you ready for the desk. The technical work goes deeper and the Desk track replaces recruiting.
Pricing is discussed on the introductory call.
Talk through the program
A short call on structure, logistics and where you start. If a different format fits you or your colleagues better, we will tailor it.