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  • Top 10 IB Recruiting Resources

    Top 10 IB Recruiting Resources
    2025/07/15

    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 by Ittelson

    4. Wall Street Journal

    5. Morning Brew

    6. Dale Carnegie

    7. Toastmaster's International

    8. Microsoft Excel

    9. Perplexity AI

    10. Notion AI

    Click here for Buy Side Recruiting Help
    Buy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBI

    Contact: investmentbankinginsights@gmail.com
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    13 分
  • Working Capital Equation (Receivables, Inventory and Payables)

    Working Capital Equation (Receivables, Inventory and Payables)
    2025/07/01

    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:

    • Working capital cycle (aka the funding gap) = Receivable Days + Inventory Days - Payable Days

    Thanks so much for supporting the show!

    Click here for Buy Side Recruiting Help
    Buy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBI

    Contact: investmentbankinginsights@gmail.com
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    12 分
  • Wells Fargo Update, Plus Ken Moelis Steps Down

    Wells Fargo Update, Plus Ken Moelis Steps Down
    2025/06/24

    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 & Co.

    Click here for Buy Side Recruiting Help
    Buy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBI

    The Pulse - Buy Side Recruiting
    Buy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBI

    Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

    Contact: investmentbankinginsights@gmail.com
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    10 分
  • Drew Pascarella on Building a Career and Teaching Cornell's IB Immersion

    Drew Pascarella on Building a Career and Teaching Cornell's IB Immersion
    2025/06/04

    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-office investment banker at Citi, and eventually transitioning to teaching at Cornell University.

    We cover a lot of ground, including themes such as:

    - the importance of networking and mentorship
    - building your reputation throughout your career
    - the evolving landscape of investment banking education

    It was an honor to interview someone who played such a big role in my journey these past two years. So Drew - thank you for coming on the show!

    Click here for Buy Side Recruiting Help
    Buy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBI

    The Pulse - Buy Side Recruiting
    Buy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBI

    Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you.

    Contact: investmentbankinginsights@gmail.com
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    53 分
  • Series 63 Exam Results (Plus Graduation!!)

    Series 63 Exam Results (Plus Graduation!!)
    2025/05/28

    Series 63 exam results and differences from the SIE.

    Also…I just graduated from business school!!!! 🙌🏽

    Click here for Buy Side Recruiting Help
    Buy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBI

    Contact: investmentbankinginsights@gmail.com
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    6 分
  • IB Recruiting Outside of NYC

    IB Recruiting Outside of NYC
    2025/05/20

    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 big decision that impacts your entire lifestyle. Today we cover how to tackle this interview question.

    Click here for Buy Side Recruiting Help
    Buy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBI

    Contact: investmentbankinginsights@gmail.com
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    9 分
  • Finding Your Champion with Pete Fraser

    Finding Your Champion with Pete Fraser
    2025/04/29

    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 journey from working in a steel mill in Gary, Indiana to landing a coveted position at Guggenheim in New York City.

    We discuss:

    • The culture shock of MBA recruiting
    • A cautionary tale about getting cut
    • The "Zero Defects" philosophy
    • The importance of having a champion on the inside
    • ...and much more

    Check out Pete's book Wall Street Dropout at https://streetdropout.com/

    You can reach out to him at: peter@streetdropout.com


    Click here for Buy Side Recruiting Help
    Buy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBI

    Contact: investmentbankinginsights@gmail.com
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    49 分
  • How to Un-lever and Re-lever Beta

    How to Un-lever and Re-lever Beta
    2025/04/22

    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 capital structure of a target business that you're valuing (e.g. for a DCF analysis).

    Click here for Buy Side Recruiting Help
    Buy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBI

    Contact: investmentbankinginsights@gmail.com
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    11 分