1. Welcome to the Evisors Webinar
Visit us online at www.evisors.com
Making Deals: Careers in Investment Banking
featuring
Lisa Sun
Hosted by: Career Advisors on Demand..com/webinars
2. Making Deals:
Careers in Investment Banking
I. About Lisa
II. Overview of the Investment Banking Industry
III. How to Research the Industry
IV. What are Firms Looking For?
V. What to Expect in the Interview
VI. Q&A
Hosted by: Career Advisors on Demand..com/webinars
3. About Lisa
• College at the University of Pennsylvania
• 2005-2007: Goldman Sachs Investment Banking in
NY, Natural Resources Group
• 2007-2009: TPG private equity in Hong Kong
• 2009-2011: MBA at Harvard Business School
• Summer 2010: McKinsey consulting internship in NJ,
Consumer Group
• 2011+: Coller Capital secondary private equity in NY
• October 2011: New mom (hardest job)
Hosted by: Career Advisors on Demand..com/webinars
5. Making Deals:
Careers in Investment Banking
I. About Lisa
II. Overview of the Investment Banking
Industry
III. How to Research the Industry
IV. What are Firms Looking For?
V. What to Expect in the Interview
VI. Q&A
Hosted by: Career Advisors on Demand..com/webinars
6. Overview of the Investment Banking
Industry
Bulge bracket
Boutique
Conglomerate
Hosted by: Career Advisors on Demand..com/webinars
7. Making Deals:
Careers in Investment Banking
I. About Lisa
II. Overview of the Investment Banking Industry
III.How to Research the Industry
IV. What are Firms Looking For?
V. What to Expect in the Interview
VI. Q&A
Hosted by: Career Advisors on Demand..com/webinars
8. How to Research the Industry
• Company website
• Vault Guides
– Top 50 Banking Employers
– Career Guide to Investment Banking
• Career Services
• Classmates and alumni
• Regional conferences and networking events
• External news source
– Wall Street Journal
– Financial Times
– http://www.marketwatch.com/
– http://blogs.wsj.com/deals/
Hosted by: Career Advisors on Demand..com/webinars
9. Making Deals:
Careers in Investment Banking
I. About Lisa
II. Overview of the Investment Banking Industry
III. How to Research the Industry
IV.What are Firms Looking For?
V. What to Expect in the Interview
VI. Q&A
Hosted by:See the rest at evisors.com/webinars/webinar/3
10. What are Firms Looking For?
• Highlight experiences and skills that are relevant to
investment banking
• Relevant investment banking skills – quantitative and
qualitative
– Business and finance understanding
– Valuation and data analysis
– Project teamwork
– Client interaction
– Verbal and written communication
– Fast-paced and rigorous work environment
– Personable and interesting
– Striving for excellence and excelling in
challenging situations
Hosted by:See the rest at evisors.com/webinars/webinar/3
11. Making Deals:
Careers in Investment Banking
I. About Lisa
II. Overview of the Investment Banking Industry
III. How to Research the Industry
IV. What are Firms Looking For?
V. What to Expect in the Interview
VI. Q&A
Hosted by:See the rest at evisors.com/webinars/webinar/3
12. What to Expect in the Interview
• Phone screening for non-target schools as 1st round
• Final rounds in-person, usually 2-on-1 and meet with
different industry groups
• Fit questions
– Walk me through your resume
– Why investment banking?
– What questions do you have for me?
• Technical questions
– How do you value a company?
– Company estimates depreciation by $100m, walk me through
the corrections on the financial statements
Hosted by:See the rest at evisors.com/webinars/webinar/3
13. Making Deals:
Careers in Investment Banking
I. About Lisa
II. Overview of the Investment Banking Industry
III. How to Research the Industry
IV. What are Firms Looking For?
V. What to Expect in the Interview
VI.Q&A
Hosted by:See the rest at evisors.com/webinars/webinar/3
15. Questions & Answers
Question 1:
How do investment banks view candidates
from a corporate development background?
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16. Questions & Answers
Question 2:
Do the investment banks use case
interviews?
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17. Questions & Answers
Question 3:
What is the one thing you wished you had
known before going into investment
banking?
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18. Questions & Answers
Question 4:
What is more valuable: A CFA or a Masters
in finance?
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19. Questions & Answers
Question 5:
What is your experience with consulting and
finance? How do they differ?
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20. Questions & Answers
Question 6:
Is international experience attractive to
employers?
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21. Questions & Answers
Question 7:
Are bankers hard-nosed people or is that a
myth?
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22. Thanks for Joining!
Book your session with Lisa at
www.evisors.com/expert/640
Check out Lisa’s upcoming eBook The Best Book On Goldman
Sachs Banking at www.goldmansachsbanking.com
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