2024 Session 1:
May 19 - June 29
2024 Session 2:
July 7 - August 17
2024 program:
Applications are closed
Bootcamp course + internship.
Enhance your investment banking abilities via expert-designed projects for industry relevance and elevate your career with an impressive portfolio.
Session 1:
Lisbon
Not available
Cape Town
Closed
Session 2:
Lisbon
Not available
Cape Town
Closed
2024 Session 1:
May 19 - June 29
2024 Session 2:
July 7 - August 17
2024 program:
Applications are closed
You’ll get to grips with the essential skills of finance, from accounting and advanced Excel to learning about stock portfolios and ratio analysis. You’ll apply what you learn in a capstone class project and your internship.
Applied Skills
Create compelling pitch decks using PowerPoint, supported by sound financial models and valuation analyses built in Excel.
In the first week of the course, you’ll learn to use financial data as it is available from reliable sources and transfer them to meaningful Excel models. You’ll learn more about the advanced functions of Excel, how to use those functions for financial analysis and what methods are best for building easy-to-understand financial models.
Financial Reporting
Learn about income statements and balance sheets, cash flow statements, AFS evaluations, and corporate transactions.
In week one, you’ll learn about financial regulation, brokers and financial advisors. You’ll delve into the concepts of TVM, inflation, interest rates, the accounting equation, financial statements, and how to use them. You’ll also cover evaluation over time versus peers/industry, sized metrics, AFS notes, investor relations material and reporting cycles.
Portfolio Management
Understand risk and return, portfolio construction, collective investments, and alternative investments.
Later in the course, you’ll cover active versus passive investing, fund classifications and regulation, fees, hedge funds, private equity and venture capital. You’ll also learn about investment objectives/philosophy, investment time frames, Modern Portfolio Theory, quantitative measures, standard deviation, Sharpe, Sortino, VaR, and drawdowns.
Financial Ecosystems
Cover macroeconomic principles, FSPs, industries and business cycles, and capital markets.
Learn industry classifications, international trade, business cycles, market structure, exchanges, capital flows, dual listings, market capitalization, IPOs, bid-ask spreads and behavioral finance. In addition, you’ll also cover concepts like real/nominal GDP, interest rates, inflation, industrial production, unemployment, current accounts, exchange rates, monetary policy and fiscal policy.
Instruments & Valuation
Learn Time Value of Money, equity valuation, fixed income markets, and derivatives.
This is where you’ll learn more about the principles of trading on the open market, covering futures, forwards, options, hedging and trading strategies. You’ll also get to grips with sovereign, corporate and distressed debt, yield curves, credit ratings and YTM.
The industry today.
According to Oliver Wyman, the financial services industry in the US is remarkably stable, with greater diversity in its composition than ever before.
Banks, insurance companies, and asset managers have gone from making up 90% of the industry value in 2012 to about 65% of the industry value today - big tech’s own financial services as well as financial infrastructure and technology companies are growing in market share.
iX Summer combines intensive learning with hands-on application. This is the perfect opportunity to gain valuable, industry-relevant skills and internship experience, along with travel to one of our international campuses.
First 2 weeks
The first two weeks of the program are purely class contact time.
Two hours of live class per day. Live-taught classes are capped at 30 students.
Sets each student up for success in their internship.
For any major. No experience required.
Next 4 weeks
The next four weeks of the program are an internship-class blend.
Guaranteed internship placement with one of our global partner companies.
Continuous support from your manager and teaching team.
More class sessions throughout your internship to cover more advanced material.
A technical skills bootcamp.
Learn from experienced industry experts.
Live-taught classes are capped at 30 students.
Get continuous support from your TAs.
Have in-person workshops and group work with classmates.
A curated global internship.
Choose from a range of scoped projects with one of our partner companies.
Work directly with your manager to get high-impact experience.
Collaborate with iX classmates in a small internship group.
Work hours, meetings and format are determined by your host company.
Continuous support.
A dedicated TA will be assigned to your internship group.
Continue with classes during your internship.
TAs are bound to guaranteed response times to your queries.
iX staff on the ground are available 24/7.
Travel abroad experience.
Learn abroad in either Cape Town or Lisbon.
Your accommodation and co-working space are included.
Major excursions to landmarks are included.
Additional activities are offered throughout the program.
At iX, as a student, you have direct access to industry experts that teach, guide, and mentor you through your bootcamp and internship experience abroad. Here are some previous Teaching Team members in the course.
"With a BCom degree in Finance, Economics, and Computer Science from the University of Cape Town, I embarked on a journey in education that continues to shape my career. Today, as the Insights Leader at Futureworld, a forward-thinking corporate venture builder in Cape Town and Gibraltar, I blend my academic foundation with a passion for shaping the future."
"As an entrepreneur and investor, I bring a wealth of experience from diverse global landscapes, including Africa, Europe, and the US. Armed with an MBA from the Gordon Institute of Business Science and Bachelor's degrees in Commerce, Economics, Business Finance, Marketing, and Finance, my journey is shaped by a rich tapestry of management consulting, strategy, and private equity."
iX is designed to be your first step in a successful career.
"Amazing program and you can't ask for a better city to study abroad in. If you want real world experience, in combination with an intensive classroom environment, there is no better place to achieve this than at iXperience Cape Town."
iXperience
Investment Finance
2019 - 2019
Cape Town, South Africa
iX Internship
Hlayisani Capital
2019 - 2019
Cape Town, South Africa
Investment Banker
Wells Fargo
2021 - Present
Charlotte, North Carolina, USA
"For me personally, I’ve never been the type of person to ever really learn a lot in the classroom. I always told my friends at school that I’m not a big school guy. But, all the learning I feel like I’ve done in my life has been through experiences. I think the most learning comes out of experiential learning, and that’s why I think that this program resonates with me a lot."
iXperience
Investment Finance
2019 - 2019
Cape Town, South Africa
iX Internship
HAVAÍC
2019 - 2019
Cape Town, South Africa
Investment Banking Analyst
Guggenheim Partners
2022 - Present
New York, USA
"As a student planning to enter the financial services industry, learning from an industry leader and hearing about his experiences is extremely helpful in understanding the more technical side of finance careers. Additionally, I have been exposed to many elements of financial statements and financial analysis that I have not learned in my university courses."
iXperience
Investment Finance
2018 - 2018
Cape Town, South Africa
iX Internship
Invictus Capital
2018 - 2018
Cape Town, South Africa
Growth Analyst
Leap
2021 - Present
New York, USA
"Its a once in a lifetime experience to learn more about a subject you are interested in, experience a new culture, and make lifelong friends. You get so much out of the program and it is genuinely more fun than any other study/work program."
iXperience
Investment Finance
2019 - 2019
Tel Aviv, Israel
iX Internship
LitiGate
2019 - 2019
Tel Aviv, Israel
Analyst
J.P. Morgan
2021 - Present
New York, USA
Krish Rajani
Student @ University of Virginia
I am proud to announce that I have recently completed my internship with susdee as a part of their private equity and venture capital team. While my time working at the Lisbon office has come to an end, I am excited to share that I will be continuing to work remotely during the school year and am extremely grateful for the return offer.
susdee is a ground-breaking sustainability startup that is focused on highlighting the importance of sustainability in the future of our professional world...
Read full post on LinkedIn
Silvana Y. Pacchiano
Student at Harvard University
I am really proud to share with you all that I just completed my internship at susdee as a Venture Capital and Private Equity Intern, where I've been working for the past month.
During the intern period, I learned how to conduct a thorough competitive analysis and beachhead market analysis. Using this information, my teammates and I produced an investment pitch deck to help position susdee in the market...
Read full post on LinkedIn
Yara Dernaika
Student at Georgetown University
I am pleased to announce that I have finished my Investment Finance summer course with iXperience.It was an honor learning from Jonathan Miller and other industry experts the different valuation strategies, accounting basics and market analysis.
#finance #learning #investmentbanking
Read full post on LinkedIn
Session 1:
May 19 - June 29
Session 2:
July 7 - August 17
In-person bootcamp with vetted industry experts as teaching teams.
Hybrid internship with 2 in-person meetings a week.
Internship support from teaching teams and iX Staff.
Accommodation and excursions.
Bootcamp class. A 36-hour in-person bootcamp with vetted industry experts as teaching teams.
Internship. We match you with a global company for an in-city internship opportunity. You'll be able to apply what you've learned in the classroom and develop a portfolio, all while receiving ongoing support from your experienced instructors and TAs. Immerse yourself in the operations of a local company, becoming part of the team and gaining valuable, real-world experience.
Career workshops. You will have in-person professional development workshops and community events throughout the six weeks of the program. These can include workshops on adapting to your host city’s working style, the tools of working, how to build your resume and LinkedIn, and how to present
with impact to a live client audience.
Certification. You will receive a certification that you can add to your LinkedIn and resume. *You have to attend 90% of your classes
Lifelong value. iX is with you for life. After the program, get access to the iX Alumni Portal, with networking tools, free courses, paid opportunities and more.
Accommodation. Our accommodation in Cape Town is comfortable, well-equipped and perfect for your needs. Note that each city’s accommodation setup is different, and can change from year to year.
Co-working space. You will have access to a centrally-located co-working space for you and your classmates to work on projects together.
Four official excursions. Four major experiences are included in your program fees - and vary from city to city. You can view the sample schedule on our website for more info. Cape Town
Three - five weekly community and social events. From group dinners to kayaking to paintball, you’ll have lots of planned optional extras to choose from (some are at your own cost).
24/7 health and safety support from iX staff. You can learn more about our health and safety protocols on our website.
Dedicated iX Program Management team. A dedicated iX Program Management team on the ground will accompany you on excursions, design community events and provide general support.
Airport pickup and dropoff. iX provides transport throughout the Sunday of your arrival weekend and the Saturday of your departure weekend.
Tuition: $5,995 + City experience: $3,975
Financial aid available*
