Guide to Any Investment Banking Interview - Preliminary Preparation

Let me tell you that 7 days is more than enoughsame mistakes.
time to prepare. For some of the more experiencedIf you are attending a formal assessment centre
interviewees it may not be necessary to complete allwith other candidates some of the information may
the steps but if this is the first time you're going forbe deliberately withheld to ensure a fair comparison,
an investment banking interview (regardless ofwhich is fair enough. But asking never hurts.
whether you've had any other interviews previously)C. RESEARCH THE COMPANY
I suggest you go through every step by step inThis step is key not just in finding out whether it's
detail.the right company for you but will also be essential in
If you work efficiently, you will only have to preparethe following days when we will go into a bit more
an hour or two a day...but add this together and thatdetail on how to impress the interviewer and stand
means that in a week you will have done 10-14 hoursout.
of effective preparation and you will be totally readyWhat are the best ways of going about researching
for your investment banking interview!a company?
DAY 1 -- CONFIRM THE INTERVIEW + RESEARCHI. The corporate website The first obvious port of
THE FIRMcall is the corporate website. This will give you an
A. CONFIRM THE DATE/TIME/LOCATIONoverview of what the company does, what the
These days most likely you will have been invited fordifferent areas of business are, which ones are the
the interview by phone or by email. The first thing isgrowth areas, etc. If the company is listed, the
to make sure you have all the details and can makecorporate site will also contain annual reports and
the date/time. Check your diary. If you can't make it,other regulatory filings which will contain a host of
let the firm know you can't make it as soon asdata on the company's performance.
possible and come back with a set of other daysII. Google Do a Google search and go past the
times you can make it.obvious few hits which will be from the firm's
TIP: Be EXTREMELY apologetic if you can't make thewebsite. A number of other websites will come up
suggested date/time. Banks run all-day long interviewwith articles about the bank's recent deals, press
rounds and it takes a lot of time and effort on theirperceptions, etc. Google also has a function that
side to make sure everyone is available (needless toallows you to search on forums. These may prove
say bankers tend to be very busy people!). Thereinvaluable to gain insider information about any major
may also be a chance that the organization cannotissue that the bank may be facing.
reschedule and you may have to either wait for theIII. Jobseekers' websites Sites such as Vault.com,
next round in a few weeks time or be left out ofhave forums divided by firm where you can find
the recruiting process altogether. So if you say youadvice from fellow jobseekers who are also
can't make it make sure you really can't make it.interested in employment opportunities with that
B. GET AS MUCH INFORMATION ABOUT THEinstitution.
INTERVIEWIV. Talk to people you know who may be working in
Find out what format the interview is going to take.the same firm or sector Goes without saying, they
It it going to be a 1-1 with someone from HR or acan be a very time-efficient way of gaining key
panel interview with people from the business, etc?insights before going for the interview!
Is there going to the be a quantitative/psychometricNote: Interviewers are always impressed when a
test?candidate is able to show some factual knowledge
All of this information can be found out through theabout the company or its plans (you would be
HR department or, if the interview is being organizedsurprised how many people walk into an interview
by the business directly, from the interviewers'without even performing this basic research!). They
secretary. It's absolutely fine to ask these questions,come across as more "intelligent, capable and driven"
don't be intimidated.than other candidates, even though all they did was
Best case scenario you end up with an extra set ofan extra few minutes search on the web!
information to help you prepare which will put you atSo today, get this done:
an advantage in relation to other candidates (most1) Confirm to the bank that you can make the
people don't dare asking!). Worst case scenario youinterview on the suggested day and time, if you
don't have any additional information and you canhaven't already done so
prepare with the data you have.2) In the same call/email (or in a separate one if you
If you are interviewing through a recruiting agencyhave already confirmed the meeting) gather as much
("headhunters") it is their duty to obtain as muchinformation as possible on the interview format,
information as possible, and as a minimum should beattendees, purpose, etc
able to give you some background on the3) Research the company's growth plan, financial
interviewer, the organization and the role they areperformance, industry etc on the web and through
recruiting for. You can also ask for example if thecontacts. Keep all pieces of information because you
have put through other candidates before you whywill need them for the course in the next few days.
they were not hired, etc. so you don't make the