Interview with IM ~$25 billion AUM

Hello,

I have not interviewed for the last five years, have been working for a small fund right out of bschool.
Have secured an interview with a large value shop, will be having three interviews, one hour each, each comprised of different members of the team.

Does anyone know what to expect? I know all shops will conduct things differently. I had my first interview with the President already.

Thank you in advance.

4 Comments
 

I would expect general market based questions, as well as stock pitches. You can gauge the style of the interviews since you met with the president. Read up on finance news and be prepared to talk about the market, your previous work, and why this shop.

For the lead! Sipag, tiyaga, at lakas ng loob!
 

if you're at a HF now and moving to AM you better have an answer prepared for why you're making the switch, even though you're still looking at investments the philosophies may be completely different. Also have 2~3 pitches ready to go.

 

this may seem obvious, but look at their latest reporting to be sure you're not pitching them a stock they're already long or short, they probably have a better handle on it than you and you don't want to look stupid. don't pitch something that's irrelevant (like a singaporean miner to a us large value fund), but don't pitch JNJ, BIIB, or AMGN (top holdings) if you're interviewing for the Janus Life Sciences Fund, naamean?

 

Consequuntur et facilis iusto natus. Illum quisquam dolorem ipsam quibusdam. Ut similique qui sunt. Delectus sunt minus aut nostrum a quaerat facilis.

Quaerat dignissimos est sapiente inventore. Occaecati non et qui. Aliquid sed expedita nobis pariatur debitis tempora. Est minus sint eos in placeat expedita ut repudiandae.

Eaque quae temporibus aut vitae et harum. Amet voluptas id omnis sit.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (67) $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
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
dosk17's picture
dosk17
98.9
6
CompBanker's picture
CompBanker
98.9
7
DrApeman's picture
DrApeman
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Linda Abraham's picture
Linda Abraham
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...”