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An Overview of Investment Banking and Recruiting Presented by: Jessica Delfino William Kim With contributions by Mike Hudgin & Ekaterina Petrovitch
Agenda ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Introduction ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What is Investment Banking?
What is Investment Banking? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What is Investment Banking? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Everything in this business is about selling.  You are selling your product/service, selling your firm, and selling yourself to the client at all times.
What is Investment Banking? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What is Investment Banking? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
What is Investment Banking? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Primary Groups within “IBD” Industry Groups Product Groups
What is Investment Banking? Associate MBA 1 2 Years 2 Years 3 Years 3 Years 3 Years ? Years Nota Bene: 1 Some analysts stay a third year and are then promoted to Associate without pursuing an MBA 2 Every firm has a different corporate structure Hierarchy and Typical Time Spent in Each Position Managing Director Executive Director 2 Director Analyst
What is Investment Banking? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],The Industry Today
The Role of an Analyst
The Role of an Analyst ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
The Role of an Analyst ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Recruiting
Recruiting Full Time Analyst ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Canada United States
Recruiting Summer Analyst ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Canada United States
Recruiting Canada or New York?  –  U.S./European Banks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Canada New York
Recruiting Canada or New York?  –  Canadian Banks ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Canada  New York
Which Bank? ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Which Bank? Bulge Bracket vs. Boutique ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Bulge Bracket Boutique
Interviews What to Expect ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Interviews What Comes Next ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Interviews Introduction and Behavioral Questions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Interviews Technical Questions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Interviews Your Turn ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Interviews General Tips ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Question and Answer

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Investment Banking 101 (F08)

  • 1. An Overview of Investment Banking and Recruiting Presented by: Jessica Delfino William Kim With contributions by Mike Hudgin & Ekaterina Petrovitch
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  • 10. What is Investment Banking? Associate MBA 1 2 Years 2 Years 3 Years 3 Years 3 Years ? Years Nota Bene: 1 Some analysts stay a third year and are then promoted to Associate without pursuing an MBA 2 Every firm has a different corporate structure Hierarchy and Typical Time Spent in Each Position Managing Director Executive Director 2 Director Analyst
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  • 12. The Role of an Analyst
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