Investment Banking & Financial Services

Career Coaching + Specialized Interview Preparation

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. Most internship offers are extended between January and March of sophomore year, 15+ months in advance of the job start date.

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:

  • Testing the depth of your core technical knowledge through our proprietary assessment tool
  • Teaching technical concepts (including Accounting, Equity & Enterprise Value, Valuation, Mergers & Acquisitions, LBOs) which are frequently not covered in traditional classroom settings, reinforced by complex problem solving
  • Discussing current financial market trends, and the impact of relevant news and economic events
  • Crafting and executing effective networking strategies to get referrals for interviews
  • Preparing for behavioral interviews, highlighting relevant experiences and soft skills
  • Targeted interview preparation tailored to each bank, ensuring candidates understand one key deal per bank and their unique focus areas
  • Participating in mock interviews that cover both technical and behavioral questions with real-time feedback, as well as practicing Spark Hire interviews, which are recorded video assessments typically required prior to first-round interviews

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.

Gabi, our Investment Banking Career Specialist, applies a structured approach to preparing college & graduate students for the rigorous investment banking recruiting process. She covers a wide range of material to build the technical expertise required to excel in the interview process. Gabi was a former Investment Banker in New York City with a premier global firm.

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
Deutsche Bank
Goldman Sachs
Guggenheim Securities
Jefferies
J.P. Morgan
Macquarie
Mizuho
Morgan Stanley
RBC Capital Markets
Scotiabank
TD Securities
UBS
Wells Fargo

Ready to Find Your Path to Success?