What you'll work on
Key topics and competencies students will acquire and develop during their learning journey.
Investment Advisory Communication
You will gain experience in providing investment advisory services to clients, enhancing your ability to communicate complex financial concepts clearly and comprehensibly. You will learn to tailor investment recommendations to align with clients' specific objectives, risk tolerance, and the prevailing market conditions.
Value Investing Opportunity Identification
Partner with your Portfolio Manager (PM) to unearth valuable opportunities through astute value investing. You will delve into financial statements, discern trends, and propose investments aligned with this strategy. You will be scrutinizing company health, assessing intrinsic value, and refining investment propositions.
Quantitative Portfolio Optimization
You will optimize a boutique quantitative fund's portfolio within constraints, allocating $1M across ten US equities. This entails applying quantitative techniques, analyzing historical data, and presenting a balanced portfolio that maximizes gains while minimizing risk.
Discover Your Weekly Program Journey
A 4-week roadmap to define each stage of a virtual work-experience program.
Get introduced to the program, your mentors, and Perennial. You will learn how an investment company like Perennial operates and begin preliminary research on the program project.
You will obtain all the required skills to complete the project. Through a series of skills lectures you will get a fully immersive learning experience and all the adequate skills.
You are now equipped with the adequate skillset to complete the program. Applying your knowledge onto the project in the context of Perennial and working as a team is the focus.
In your final week you will submit your project for mentor feedback. In the final night you will pitch your project and findings to Perennial representatives and upon completion, receive a referral letter.
Testimonials
Hear from students who joined Delta and gained meaningful, confidence-building experiences.
Curious to learn more? Get in touch!
Get in touch to learn how the Perennial Program gives high school students hands-on investment experience — working on real portfolio challenges, collaborating in teams, and building a standout track record.
Our team will reach out shortly to schedule your consultation.