-
Author:
Geoff Robinson -
Level:
Intermediate to advanced -
Study time:
60 minutes
Write your awesome label here.
Course overview
This playlist breaks down how investment banking actually works, covering bank financial statements, industry structure, capital allocation, leverage, and fintech disruption. It connects core concepts with real-world dynamics, helping learners understand how banks generate revenue, compete, and evolve within modern financial systems.
What's Included?
-
6 videos
-
Understand how investment banking really works—beyond theory, into strategy, structure, and real-world impact.
-
Insights from a #1 ranked data-driven analyst
Who is this for?
Ideal for aspiring investment banking analysts, finance students, and early-career professionals. Suitable for beginners to intermediate learners looking to build a strong conceptual and practical understanding of banking, financial statements, and industry trends relevant to interviews, internships, and on-the-job performance.
Why is this important?
Each programme is structured as a clear, chronological playlist, guiding you through concepts step by step so you can build understanding properly. Learn at your own pace, revisit material when needed, and develop skills in a logical sequence designed to support long-term mastery.
Geoff Robinson
FCA FMVA MFM
Thought leader, instructor, writer, financial influencer, Former UBS Managing Director and 10x #1 ranked analysts EMEA Institutional Investor Survey.
ABOUT Geoff
Geoff has had a varied career. He was a Managing Director within UBS Equity Research, leading their Global Fundamental Analytics franchise. During this time, he was #1, ranked 10x in the EMEA Institutional Investor Survey. Before UBS, he was a material equity investor and LBO co-investor in two market exited training consultancies. Geoff has a passion for learning and is well-known for his ability to break down complex subject matter and distil it to an audience in a digestible and engaging manner.
TheInvestmentAnalyst.com is a global investment education and training business founded by Geoff Robinson, formerly a 10x Number 1 ranked analyst, and UBS Managing Director. Our InsightOne App is designed for individuals to develop real-life investment analysis skills through AI-powered coaching, market simulation and interactive data tools. Our In-Person Training delivers expert-led programmes for universities, corporate teams and financial institutions worldwide.
Copyright © 2026