Investment Banking Interview Prep

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We Give You BOTH Coaching and Top Quality Interview Prep Guides, Slides, Financial Models, and Case Studies for Investment Banking - Our 93% Success Rate Speaks For Itself

  • Latest and most advanced technical questions on accounting, comps, DCFs, M&A, and LBOs
  • How to answer market questions and craft, structure and deliver the best stock pitch
  • How do discuss deals and transactions and demonstrate knowledge of the advisory business
  • How to craft the perfect, investment banking friendly story
  • Structured written feedback addressing your strengths and areas for improvement
  • 93% of clients receive a job offer in investment banking. We are the only service completely dedicated to your success. Our philosophy is unique: a successful client is one who gets the job of their dreams, NOT one who keeps coming back!

Overview of Investment Banking Interview Prep Services

Investment banks seek to hire candidates with strong attention to detail, great communication abilities, and a hard-working, positive attitude. Consequently, investment banking interviews are often very technical, testing you on financial concepts not taught in the classroom, such as accounting questions, enterprise value, multiples, discounted cash flow, mergers and acquisitions, and leveraged buyouts.

 

During a standard 1-hour call, we can test you from a list of curated advanced technical questions customized to your abilities, and provide detailed feedback on how to improve, as well as explaining advanced financial modeling concepts in our 1-on-1 coaching process. It’s our goal to get you your ideal investment banking role.

US$199/ Hour

One Hour Coaching Session

  • Any materials we go through will be sent to you (financial models / templates, slide decks, case studies)

US$187/ Hour

Bulk Package: 3 Hours (6% off)

In addition to coaching, you will receive the following materials:
  • 350 questions interview guide
  • 6 slide decks covering Behaviorals, Accounting, EV / Comps, DCF, M&A, and LBO
  • 2 hour LBO case study

US$174/ Hour

Bulk Package: 5 Hours (13% Off)

In addition to coaching, you will receive the following materials:
  • 350 questions interview guide
  • 6 slide decks covering Behaviorals, Accounting, EV / Comps, DCF, M&A, and LBO
  • Paper DCF
  • DCF case study in restaurant industry
  • DCF case study in software industry
  • 2 M&A accretion / dilution case studies using merger model method and earnings yield method
  • IB case study with advanced M&A accretion / dilution and paper LBO
  • Paper LBO
  • 1 corporate development / FP&A case study
  • 2 hour LBO case study

US$162/ Hour

Bulk Package: 8 Hours (19% Off)

In addition to coaching, you will receive the following materials:
  • 350 questions interview guide
  • 6 slide decks covering Behaviorals, Accounting, EV / Comps, DCF, M&A, and LBO
  • Paper DCF
  • DCF case study in restaurant industry
  • DCF case study in software industry
  • 2 M&A accretion / dilution case studies using merger model method and earnings yield method
  • IB case study with advanced M&A accretion / dilution and paper LBO
  • Paper LBO
  • 2 hour LBO case study
  • Complex LBO case study in software industry with quarterly modeling required and working with ownership waterfall structures like liquidation preference
  • 1 long complex LBO case studies in knife sharpening industry with 50-70 slides in CIM with PPT and Excel solutions
  • 1 corporate development / FP&A case study
  • 1 venture capital case study

US$149/ Hour

Bulk Package: 10 Hours (25% Off)

In addition to coaching, you will receive the following materials:
  • 350 questions interview guide
  • 6 slide decks covering Behaviorals, Accounting, EV / Comps, DCF, M&A, and LBO
  • Paper DCF
  • DCF case study in restaurant industry
  • DCF case study in software industry
  • 2 M&A accretion / dilution case studies using merger model method and earnings yield method
  • IB case study with advanced M&A accretion / dilution and paper LBO
  • Paper LBO
  • 2 hour LBO case study
  • 1 venture capital case study
  • Short LBO case study in restaurant industry
  • Short LBO case study in software industry
  • Complex LBO case study in software industry with quarterly modeling required and working with ownership waterfall structures like liquidation preference
  • 1 long complex LBO case studies in knife sharpening industry with 50-70 slides in CIM with PPT and Excel solutions
  • 1 long complex LBO case studies in the sporting arena industry with 50-70 slides in CIM with PPT and Excel solutions
  • Complex LBO case study in the car washing industry with Excel modeling and Word memo component with solutions
  • Real estate paper LBO
  • Real estate private equity case study for nursing home company
  • Real estate private equity case study for retail property
  • 2 corporate development / FP&A case studies

Our Coaching Methodology

Understanding your Goals

Understand your goals, your background, and your experiences so we can align your story, as well as getting a grasp around your technical skills

Customized Interview Questions

Customized mock interview catering to the topics you need the most improvement on or wish to focus on

Feedback

Feedback is provided after each question in order to promote learning and memory retention, and written feedback will be provided as well addressing your strengths and areas for improvement

Our Coaches

Josh Jia

Founder, Partner

(IB, PE, Corp Dev, Resume Review, Financial Modeling, VC, IR)

Investment Banking and Private Equity Professional

  • 8 years of experience
  • Principal at Apex Advisory
  • Private Equity Analyst at Imperial Capital
  • Investment Banking Analyst at BMO, Diversified Group
  • Industry experience in headhunting, VC, HF, and ER
  • Founded Limestone Capital
  • Created 1st finance interview prep course at Queen’s
  • Taught course consisting of ~250 slides, six classes, with hundreds of students attending
  • Placed 100+ candidates into IB and PE roles

Equity Research Analyst, Technology Group, Large Bank

Equity Research, Hedge Fund, and Investment Banking Professional

  • 2 years of experience as Equity Research Analyst in Technology group at large bank
  • 7 years of experience in hedge funds and investment banking
  • Experience teaching and lecturing in classroom environment
  • Mentored dozens of professionals to help them secure jobs in equity research and hedge funds

Investment Banking Professional

IB expert with TMT & M&A experience at BB

  • 2+ years of experience covering TMT and M&A at a top Bulge Bracket in New York
  • 1+ year of experience at a Growth Equity fund
  • Have helped lead Intern and Analyst recruitment; have insights into the interview processes at numerous firms
  • Experience teaching and lecturing in classroom environment
  • Mentored numerous professionals and helped them secure jobs in Investment Banking, Growth Equity, and Private Equity

Investment Banking Coach

Experienced student coach in the IB industry

  • Incoming Investment Banking Analyst at Perella Weinberg
  • Current Investment Banking Analyst at Roth Capital Partners
  • Experience coaching 25+ students into Bulge Brackets and Elite Boutiques
  • Had interviews from 8+ Elite Boutiques
  • Advanced industry recruiting knowledge
  • Non-core recruiting & core school recruiting

Rolan Naiman

Coach

(Corporate Banking / Commercial Banking / Private Debt)

Corporate Banking and Private Equity Professional

  • 4 years of experience
  • 2nd year Corporate Banking Associate in BMO’s Power, Utilities & Infrastructure Group (promoted in July 2020)
  • Prior to joining the Power, Utilities & Infrastructure Group, spent 2 years in BMO’s Project Finance Group
  • Focused on P&U and infrastructure
  • Investment management and trading experience at OPSEU Pension Trust as an Analyst in Investment Strategy & Macro Research, Portfolio Construction
  • Previously Analyst in Scotiabank’s FIG Group
  • Previously an Analyst at RBC

Manager of Strategic Finance and FP&A at FAANG

FP&A, Technology Finance, ER and HF Professional

  • Top-ranked Investment Banking & Equity Research VP with 12+ years of experience. Currently a Strategic Finance and FP&A Manager at one of the FANGs
  • Have worked on the buyside & sellside, at bulge brackets & boutiques, covered multiple sectors
  • Been on the hiring committee for Intern, Analyst, Associate & VP recruitment
  • Mentored 115+ professionals & helped them secure jobs in Banking, Research, S&T, HFs, & Strategic Finance / FP&A over the last 12 years, through resume & cover letter reviews, mock interviews, and career coaching
  • Ivy-league graduate with 100% scholarship throughout

Manager of Investor Relations and Corporate Finance

Investor Relations, Corporate Finance, and Investment Banking Professional

  • 5 years of experience as Manager of Investor Relations and Corporate Finance
  • 2 years of experience as Investment Banking Analyst
  • 8 years of coaching and resume review experience

Our Placements

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Call Structure:

 

After understanding your goals and background, provide you with sample mock interview questions to ascertain where you are at in your preparation

 

  • Customized mock interview catering to the topics you need the most improvement on or wish to focus on

 

  • Feedback is provided after each question in order to promote learning and memory retention

 

  • Concise, written feedback will be provided afterwards addressing your strengths and areas for improvement