Submitted by: Submitted by lockheed
Views: 10
Words: 17570
Pages: 71
Category: Business and Industry
Date Submitted: 10/04/2015 01:20 AM
Breaking Into Wall Street – Investment Banking Interview Guide
Sample “Story” Template #1 – Undergraduate from a Non-Finance Background
You can use this template if you’re an undergraduate – or recent graduate – and you’re
interviewing for investment banking positions without a finance background. In case you’re
confused, here are a few examples of what that means:
•
•
•
You have had no finance internships or work experience – nothing in investment
banking, private equity, hedge funds, private wealth management, trading, or even
commercial banking.
You are not an economics / finance / business major.
Most of your experience up until now has been in a different field, like engineering,
biology, history, and so on.
In the “Story Overview” video we mentioned the 5 most important points in your “story” –
here’s how that applies in this template:
•
•
•
•
•
The Beginning: Where You’re From
Finance “Spark”: A Mentor You Met in One of Your Internships
Growing Interest: Clubs You Joined Since Then and Your Most Recent Internship
Why You’re Here: Your Background + Investment Banking = Long-Term Success
The Future: Combine Your Expertise with Finance
You do not want to copy or memorize this template 100% word-for-word – use it as inspiration,
but you need to change it around to match your own background. For more on how to do that,
see the video tutorial accompanying this template.
Interviewer: Why don’t you start by walking me through your resume?
Interviewee: Sure. I’m from [Place Name] originally, and spent most of my life there before
moving to [Location of Your College] to explore another part of the country and to go to
[College Name].
Growing up, I was always really interested in [Your Background Before This], and I did a lot of
[Activities, Sports, Hobbies Related to Background] when I was younger.
Since [College Name] had a great reputation in this area and since I wanted to go somewhere
really diverse for university, I...