Investment Banking Insights

A trend is emerging among some investment banks, where case studies are becoming a component of the interview process. In today's episode, we discuss:

• why case studies can be relevant to investment banks
• the two structures of case studies I've observed
• how to approach preparation for case studies

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Today's episode features a conversation with finance consultant Jason Lum. Jason worked his way up to several high-finance roles - including a banking role at CIBC - from his time as an undergraduate at a non-target university in Canada. We discuss several aspects of the recruiting process, including:

- using 'bridge' roles to land your IB job
- the importance of combining networking with relevant experience
- how to bounce back from a superday disaster!

To connect with Jason, check him out at: https://jhlconsultinggroup.ca/ 
or on Linkedin: https://www.linkedin.com/in/jason-lum7/

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Today we'll look at a real deal pitch example for a deal that's happening in the market right now. We cover the basic facts of the deal and what things you can point to in terms of the strategic rationale for the acquisition.

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Getting the typical "why investment banking" question is expected, but what if your interviewer expects you to go deeper?

You might get asked for a deal pitch! Today we cover the basics of how to structure an answer to the question "pitch me a deal"

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What does it take to become an investment banking analyst? When you do you need to start the process, and how do you keep track of so many deadlines?

In today's conversation, I speak with Larry B Oliver. As a current IB analyst, Larry has experience navigating the analyst recruiting process and offers tips on how to best navigate it.

Larry also runs The Pulse newsletter, a free resource helping aspiring bankers (and others in adjacent fields) stay on top of deadlines. Check it out in the link below:

The Pulse Newsletter -- (beehiiv.com)

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When a company mergers with another business or acquires a business, there is a standard process that investment banks go through to get the deal done. Today we explore these six steps.

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Today we discuss some common valuation ratios for investment bankers!

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It's time to reflect on my summer internship in investment banking! Here are the high level lessons I learned.

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We’re back! A quick update for y’all.

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Aside from the basic three methods of valuing a company, here are a few other valuation methodologies you should know.

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