Investment Banking & Financial Services

Specialized Interview Preparation

Investment Banking & Financial Services interviews operate on an accelerated timeline. If your goal is to secure a Summer Analyst position after your Junior year, you need start applying as early as December of your Sophomore year (18 months before program start dates).

You must be prepared for in-depth technical and behavioral interviews when you begin the application process. Our Specialist, a current Investment Banker, conducts private training sessions focusing on:

  • Frequently asked technical questions from The 400 Investment Banking Interview Questions & Answers You Need to Know
  • Valuation questions including the three main methodologies, how to describe each step in detail, and definitions of subtopics such as WACC, terminal value, etc.
  • Accounting concepts, including understanding the relationship between Balance Sheet, Income Statement, and Cash Flow financial statements
  • How to discuss a current deal of a company you are following
  • How to pitch a stock you are following

Our specialist gives detailed guidance and feedback, emphasizing quantitative reasoning, and effective communication.

Investment Banking & Financial Services internship interviews operate on an accelerated timeline. If your goal is to secure a Summer Analyst position after your Junior year, you need to start applying for the internship as early as November of your Sophomore year (19 months before program start dates). In addition, networking must begin as early as the summer between Freshman and Sophomore year to build relationships ahead of recruiting.

You must be prepared for in-depth technical and behavioral interviews when you begin the application process. Our specialist, a former Investment Banker at a premier investment banking firm, conducts private training sessions, teaching from a place of experience interviewing candidates, participating in coffee chats, and recruiting as an MBA Associate.

Priority Candidates takes the guesswork out of this multi-faceted process

Our services include:

  • Understanding investment banking, the role of the analyst, and how to speak about it with fluidity
  • Teaching concepts tested on the technical portion of the interview, which are not taught in traditional classroom settings, followed by complex problem solving and independent work
    • Topics include: Accounting, Equity & Enterprise Value, Valuation, Mergers & Acquisitions, LBOs
  • How to discuss the market and consistently follow news
  • Targeted interview preparation tailored to each bank, ensuring candidates understand one key deal per bank and the bank’s unique interview focus areas
  • Mock interview sessions
  • Behavioral prep that helps candidates highlight transferable experiences to investment banking
  • Networking strategy and preparation

Cheetah

Selected Hiring Outcomes

Priority Candidates has helped clients get internships and jobs with these institutions

Bank of America
Barclays
BNY Mellon
Cantor Fitzgerald
Citi
Credit Suisse
Deutsche Bank
Goldman Sachs
Guggenheim Securities
Jefferies Group
JP Morgan Chase
Macquarie Group
Mizuho Bank
Morgan Stanley
Scotiabank
TD Bank
UBS

Ready to Find Your Path to Success?