Private Equity / Investment Banking: Getting the Job

I work as an investment professional at a private equity firm in Dallas, TX, and for the last four years I have also been building a financial modeling resource with the intention of making instruction simple and content accessible. I wrote about the experience of maintaining both in an article that was later picked up by Forbes, which you can read by clicking here if interested.

On account of these two roles, I receive a lot of emails asking for advice related to securing a job in investment banking and / or private equity. What follows is a list of answers I have used to respond to these questions. This list is by no means complete, and I intend to continue adding to it over time.

Many of these answers originated as questions emailed by ASM subscribers, which I then transferred to Quora. Others were initially answered on Quora, and then subsequently used to answer emailed questions. For that reason you will notice that many link to Quora and only a few link to ASM.

On Job Searches:



Our Interview Process / Preparation:



On Private Equity:



On Learning Financial Modeling (Affordable Solutions):



Quick Math Interview Tips:



On Distribution Waterfalls:



Potential Interview Questions / Challenges (needs many more examples):



On Reading Financial Statements and Annual Reports:



On Interesting Transactions (if interviewer asks for examples, etc.):



Suggested Reading: