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Welcome to Junior Trader Plus

Experience | Judgement | Opportunity

Investor Meetings

Congratulations on successfully completing the Junior Trader Jargon Buster.

The next stage of Junior Trader Plus develops commercial judgement rather than technical financial analysis. Whilst financial analysis is an important skill, it is taught well elsewhere. Junior Trader Plus focuses on how professional investors think.

Institutional investors do far more than analyse annual reports. They meet management teams, challenge assumptions, evaluate leadership, assess corporate culture and decide whether they are prepared to invest clients’ money.

Throughout this challenge you will take the role of a Junior Investment Analyst supporting an Investment Committee. You have secured meetings with three listed companies and must prepare your senior colleagues before each meeting.

For each case study you will prepare a professional briefing paper and develop the questions you would ask company management before making an investment recommendation.

There are no right or wrong conclusions. You will be assessed on the quality of your research, reasoning, judgement and professional communication.

Project Brief

Please follow the guidance in the project brief and submit your reports to info@junior-trader.org when complete.

The Investment Judgement Challenge – Project Brief

  • About yourself and your background
  • Your school, college or university subjects
  • What sparked your interest in financial markets
  • What you hope to gain from Junior Trader Plus

This exercise helps us understand your starting point and allows us to provide more personalised feedback throughout the programme.

Please email your personal statement to info@junior-trader.org within three days of enrolment.

Subject line:
JT+ Personal Statement – [Your Full Name]

This exercise forms the first stage of the programme and enables us to tailor future feedback to your individual interests, experience and objectives.

Stage 2: Market Language

Every profession has its own language and finance is no different.

View our CISI Jargon Buster and complete a short open-book terminology assessment designed to build confidence with the language of investing and capital markets.

Your completion time and score will be recorded.

START HERE

Stage 3: Investment Judgement Challenge

Step into the role of an investment adviser, making recommendations to three investment committees. Using real UK case studies, assess companies by examining corporate governance, ethics, board behaviour, executive remuneration, shareholder alignment and wider stakeholder issues, supporting each recommendation with clear evidence and sound judgement.

This assignment is expected to be completed in around three weeks.

Stage 4: Investment Philosophy

Develop and justify your own investment philosophy, considering the qualities you believe make a successful long-term investment and how you would approach evaluating companies.

Stage 5: Reflective Learning Log

Throughout the programme, keep a personal learning log recording your thoughts, key lessons and how your understanding develops. This will help you articulate your experience during university, internship and graduate interviews

Stage 6: Personalised Feedback & Certification

Submit your completed assignments for assessment and receive detailed personalised feedback. You’ll then have a one-to-one online review to discuss your work, explore your progress and receive practical advice on strengthening your future applications and interview performance.

Upon successful completion of the programme, you will receive personalised written feedback, a Junior Trader certificate and an award classification of Pass, Merit or Distinction.

Join the Junior Trader Network

Junior Trader is a not-for-profit organisation committed to widening access to careers in finance, investment and professional services.