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How to Address Being RIF’d During an Investment Banking Interview
Investment banking is no stranger to changes in workforce dynamics, including Reductions in Force (RIF). With the financial turbulence of 2023, many investment bankers have been impacted by layoffs. Given this reality, many people have asked how/when to address their...
What is a U5 Form and Why Should I Care : A Primer for Investment Bankers Who Have Been RIF’d
Decoding the Intricacies of the FINRA U5 Form Form U5 stands as a cornerstone in the securities industry, often mistaken as a mere administrative formality due to its seemingly straightforward description in FINRA’s guidelines. In essence, it's a termination notice...
Top Job Boards for Ex-Investment Bankers Looking to Pivot
Transitioning from a career in investment banking can be a daunting task, but it's not uncommon for professionals to seek new opportunities that align better with their interests and values. Whether you're looking to pivot into the tech sector, impact investing, or...
FREE COURSE: Financial Modeling for Investment Bankers (BONUS I am NOT teaching the course)
The Financial Playbook: Models Powering Investment Bankers' Decisions To an investment banker, models are like the tools of a master craftsman—essential for decision-making, forecasting, and strategic planning. Let's demystify some of the most influential financial...
Leveraging a Down Market to Attract Top Investment Banking Talent
The job landscape has been nothing short of tumultuous in recent times. From pandemic-induced layoffs and remote work to the wave of the Great Resignation, followed closely by the Job Hopper era, it's been a wild ride. The ripple effects include businesses racing to...
The Death of Informational Interviews in Modern Networking
The banking industry, renowned for its intricate webs of connections, thrives on networking. As with every evolving sector, the art of networking has seen shifts, especially in the digital realm. For those eager to solidify their standing in this domain, understanding...
The Power of Campus Recruiters: Unlocking Interviews at Both Target and Non-Target Schools (256 Contacts)
We have curated a list of key recruiting contacts across private equity firms, private equity recruiters, investment banking talent acquisition, and investment banking recruiters. Each contact includes their name, title, the firm they represent, and their LinkedIn...
How to Break into Investment Banking
Breaking into Investment Banking: A Practical Guide for Finance Professionals Breaking into investment banking is challenging, but for those passionate about finance and deal-making, it's a worthwhile pursuit. This guide will walk you through the process of entering...
What is Middle Market Private Equity? The Top 50 Firms (Contacts)
The U.S. economy's dynamism is largely fueled by the middle market, accounting for a whopping one-third of its entire GDP. This segment's significance in the private equity landscape is paramount, given its contribution to a majority of the deal values. Let's delve...
Key Headhunting Firms (Contacts) for Private Equity: A Comprehensive Guide
The world of private equity is vast and complex, but when it comes to headhunting, it's controlled by a select few. In the United States, the epicenter of private equity mega funds and upper middle market firms, the headhunting landscape is dominated by a surprisingly...
From Internships to Interviews: The Investment Banker’s Recruitment Roadmap
Understanding Investment Banking Recruitment The primary role of investment bankers is to assist clients in capital raising for business expansion and to offer corporate financial advice. As this sector remains highly competitive, banks employ a meticulous screening...
The Ultimate Guide to Landing an Investment Banking Summer Analyst Role
For those with their sights set on the world of investment banking, a summer analyst role is often the first step on the ladder to success. These internships, offered by the industry's elite banks, are a golden opportunity to immerse oneself in the finance realm,...