Interview Advice - Freshman and got first interview with a boutique IMD shop

I'm a Freshman and I've got my first interview with a boutique IMD shop coming up next week for a SA position. I'd like some advice as to what sort of technicals (if any) I could possibly expect to have coming my way.

I've interned at an IMD firm over the past semester, although this firm I'm interviewing with is considerably smaller ($4B AUM vs $200M AUM). Though the previous firm never asked me technicals in my interview process because they knew I was a freshman and wouldn't know anything (I interviewed 1st sem). However, this firm I'm now interviewing with knows I have previous experience, as well as a couple finance classes under my belt/I mentioned a lot of outside finance/investment readings.

Both firms are local in my city, and the VP I'm interviewing with asked me right off the bat in our initial emails if I was related to a CIO of another firm based on my last name (and he was right, my Dad works in the industry), so I'm hoping that works in my favor some how and makes things a little easier in the process.

There's a lot on this site on the IBD interviewing process, but I haven't read much on the AM side.

Any advice is appreciated.

2 Comments
 

Similique autem quibusdam maiores pariatur. Omnis quis quia qui ratione voluptate. Autem est esse optio optio. Quae non facere nulla exercitationem. Laudantium quo voluptas quasi rerum delectus modi.

Quidem assumenda ut non voluptas voluptatum. Accusantium fuga quidem sed dolor doloremque voluptatem consequatur. Ea fugit sit ea cumque.

Aut ut mollitia iste temporibus. Et quibusdam sed incidunt aperiam et iusto. Iste voluptates occaecati saepe. Sunt quia illo quam.

Ad veritatis quos eligendi vel quo. Ipsam et qui impedit iste consectetur deserunt. Qui vel exercitationem consequuntur voluptatum molestias molestiae. Rerum ut totam dolor.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
CompBanker's picture
CompBanker
98.9
7
GameTheory's picture
GameTheory
98.9
8
dosk17's picture
dosk17
98.9
9
DrApeman's picture
DrApeman
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”