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The Investment Banking Pre-Flight Checklist: What to Prepare Before Your First Recruiter Conversation

The Investment Banking Pre-Flight Checklist: What to Prepare Before Your First Recruiter Conversation

by meridith dennes | Feb 7, 2026 | Interviewing, Lateral Recruiting, Networking

The phone rings. A recruiter has a “compelling opportunity” they’d love to discuss. Before you take that meeting, it’s worth doing some groundwork. The lateral process in investment banking tends to move quickly, and a little preparation up...
The Art of the Humble Flex: How to Signal You’re a Top Performer Without Ever Saying “Top Bucket”

The Art of the Humble Flex: How to Signal You’re a Top Performer Without Ever Saying “Top Bucket”

by meridith dennes | Dec 16, 2025 | Campus Recruiting, Interviewing, Lateral Recruiting, Networking

I’ve Interviewed Hundreds of Banking Candidates. Here’s How the Best Ones Show They Were Top Performers Without Ever Saying “Top Bucket” If you’ve spent any time recruiting for lateral roles in investment banking, you’ve heard the...
They Hired Over You. Now What?

They Hired Over You. Now What?

by meridith dennes | Dec 5, 2025 | Interviewing, Lateral Recruiting, Networking

When banks hire rainmakers from the outside, senior VPs and Directors need a different playbook For many senior Vice Presidents and Directors, the final leap to Managing Director suddenly feels out of reach. A couple of years ago, the path was clearer. Put in the...
Breaking Through Wall Street’s Age Barrier: A Complete Career Guide for Investment Bankers 55+

Breaking Through Wall Street’s Age Barrier: A Complete Career Guide for Investment Bankers 55+

by meridith dennes | Jul 24, 2025 | Lateral Recruiting, Layoffs, Networking

The harsh reality: Investment banking is notoriously youth-obsessed, with most Managing Directors calling it quits before traditional retirement age. But for seasoned investment bankers over 55, the end of a traditional IB career doesn’t mean the end of a...
How to Optimize Your LinkedIn Profile for Investment Banking

How to Optimize Your LinkedIn Profile for Investment Banking

by meridith dennes | Jan 27, 2025 | Interviewing, Lateral Recruiting, Networking

Creating a Compelling First Impression Investment banking is a relationship-driven industry where first impressions matter significantly. Your LinkedIn profile serves as your digital introduction to recruiters and potential employers. Begin with a powerful headline...
Is an MBA Really Worth the Money?

Is an MBA Really Worth the Money?

by meridith dennes | Jan 26, 2025 | Campus Recruiting, Interviewing, Lateral Recruiting, Networking

The Investment Banker’s Guide to MBA ROI: Analyzing the 2024-2025 Market Reality Recent employment reports from Harvard Business School and Yale School of Management reveal significant shifts in the MBA landscape, presenting investment banking professionals with...
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Recent Posts

  • How Investment Banking Lost Its Perks — and Why the Next Recovery May Not Bring Them Back
  • Why the Lateral MD Hiring Spree Is Your Promotion Problem
  • Pigeonholed, Pivoting, or Stuck? A Banker’s Playbook for Switching Groups Inside Investment Banking
  • What a Below-Market Bonus Does to Your Next Move in Investment Banking
  • The GPA Problem in Finance: Where the Door Is Open and How to Walk Through It
  • How Investment Banking Lost Its Perks — and Why the Next Recovery May Not Bring Them Back
  • Why the Lateral MD Hiring Spree Is Your Promotion Problem
  • Pigeonholed, Pivoting, or Stuck? A Banker’s Playbook for Switching Groups Inside Investment Banking
  • What a Below-Market Bonus Does to Your Next Move in Investment Banking
  • The GPA Problem in Finance: Where the Door Is Open and How to Walk Through It

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