Investment Banking Insights

Top 10 IB Recruiting Resources

By popular demand... here are my top 10 recruiting resources for investment banking! 1. 400Q Guide 2. Investment Banking by Rosenbaum and Pearl 3. Financial Statements

Working Capital Equation (Receivables, Inventory and Payables)

Here's a refresher on the concept of working capital. But we don't just cover the concept today, we'll look at the formula and what it means. Specifically:

Wells Fargo Update, Plus Ken Moelis Steps Down

Updates in the world of investment banking, regarding Wells Fargo's release from it's $1.95 trillion asset cap. Also, Ken Moelis steps down as CEO of Moelis & C

Drew Pascarella on Building a Career and Teaching Cornell's IB Immersion

Drew Pascarella is a seasoned investment banker and educator (including my professor!). Drew shares his journey from an IT role at Goldman Sachs to becoming a front-offic

Series 63 Exam Results (Plus Graduation!!)

Series 63 exam results and differences from the SIE. Also…I just graduated from business school!!!! 🙌🏽 Contact: investmentbankinginsights@gmail.com

IB Recruiting Outside of NYC

Most of the investment banking jobs in the United States are in New York...but what if you want to work somewhere else? Setting up your life in a physical location is a b

Finding Your Champion with Pete Fraser

Today we're sitting down with Pete Fraser, a former mechanical engineer who successfully pivoted to investment banking after his MBA at Cornell. Pete shares his jour

How to Un-lever and Re-lever Beta

Beta measures systematic risk...great to know, but what do we do with it? In today's episode we'll walk through how to un-lever and re-lever beta based on the c

SIE Exam Results

How I did on the Securities Industry Essentials (SIE) exam and advice for you! Contact: investmentbankinginsights@gmail.com

What Is Beta?

What does beta mean in finance and what is it used for? A simple explanation. Contact: investmentbankinginsights@gmail.com

Quick NVIDIA Comps Analysis (Capital IQ)

Today we're performing a quick comparable companies analysis for NVIDIA in Capital IQ. We'll walk through how to create the set of comparable companies and get

IB Journey Update and Networking Thoughts

Today I'll give a quick update on where I'm at in my journey, and share some insights I've learned talking with a several of you! Contact: investmentbanki

AI's Impact on Investment Banking

AI's a big buzzword these days, but it's worthwhile to think about how artificial intelligence is going to impact our work as investment bankers. While I don&ap

Recruiting Trends and Strategies with Jason Lum

It's my pleasure to welcome Jason Lum back on the show to talk about recruiting trends and strategies to help you stand out (particularly if you go to a non-target s

M&A Accretion Example (Capital One and Discover)

Last week we talked about the Capital One and Discover deal going on right now, and I thought it would be a great opportunity to explore how the math might look for a dea

Capital One Acquires Discover Financial (Deal Pitch)

Capital One has decided to acquire Discover Financial, a big deal in the financial services space. Today we discuss the basic elements of the deal, including purchase pri

FINRA Requirements for Investment Bankers

After you get the internship and secure the return offer, what's next? To get licensed as an investment banker, you have to take a few tests....bummer right? Don&apo

The State of Investment Banking 2025

Happy 2025! Every now and then it's good to zoom out of the small details of recruiting and understand what's going on in the broader industry. Here are are som

Evaluating Multiple Offers

When you get that investment banking offer in hand, it's a beautiful thing. The most common situation is simple - you accept the offer! But what if you have multipl

How To Know When To Quit Recruiting

How To Know When To Quit Recruiting Contact: investmentbankinginsights@gmail.com