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The New Norm of First-Round Investment Banking Technical Interviews
The landscape of investment banking recruitment is undergoing a significant transformation. With market dynamics shifting and the aftereffects of the pandemic, there's been a discernible pivot in the way investment banks approach their interview process. Specifically,...
9 Rules for Negotiating a Job Offer in Investment Banking
Negotiating a Job Offer: 9 Steadfast Rules Negotiating a job offer can be a nuanced and intimidating process. Whether you're weighing one offer against another, hoping for better compensation, or leveraging an outside offer for a raise, the strategies you employ can...
Fractional CFO Roles: A New Path for Investment Bankers
Fractional CFO Roles for Investment Bankers Recent Reductions in Force (RIFs) have left many talented investment bankers seeking new opportunities and paths for career progression. While it may seem like a setback, this transition period can be a gateway to...
Investment Banking Exit Opportunities: The Comprehensive Guide
Investment banking, a high-intensity field with lucrative rewards, often serves as a stepping stone to a wide range of opportunities. Young professionals are attracted to this industry not only for its immediate benefits but also for the diverse exit options it...
Investment Banking Opportunities for MBA Veterans: Top Programs to Consider
Transitioning from a military career to the corporate world is a significant shift. However, with an MBA in hand, veterans are perfectly poised to leverage their unique blend of leadership, discipline, and strategic thinking into successful careers in investment...
STEM OPT and H1-B Visas: Navigating the U.S. Immigration Lottery System
Navigating the U.S. immigration system for work opportunities can be challenging, especially for international students and professionals. Two primary pathways that foreign nationals often consider are the STEM OPT and the H1-B visa. While both offer opportunities for...
The Ultimate Guide to Acing Investment Banking Technical Interviews
When it comes to landing a job in investment banking, technical questions play a crucial role in assessing a candidate's knowledge and passion for the field. Even if the interviewers like your personality and fit, a poor performance on the technical component can hurt...
Breaking Down the Technical Interview
Embarking on a career in investment banking comes with its array of challenges, one of which is successfully navigating through the technical interviews. While the name itself implies a hefty load of complex questions around accounting, mergers and acquisitions...
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...