2nd Round - Corp Fin / Strat. investments

Tax accountant here - not yet designated (Toronto, new senior after 2 years). I do transaction (mostly sell-side) and corporate advisory, pre-close restructuring, fund extraction/recap, pre-raise/expansion reorgs, etc. Not advising from business side, just making transactions more tax efficient.

I have a 2nd round interview with an insurance company for corp fin/dev role. 1st round was entirely fit/behavioural. It was fairly long ~40min. Not sure what to expect for 2nd round? The director of the team knows I don't have a technical finance background and assured me before 1st round that it would be all behavioural (wasn't aware there would be multiple rounds). Given this, how should I prepare for 2nd round?? Should I learn more about the industry? Brush up on some technicals? I deal mostly with tech companies, and some real estate so insurance is a beast that I never touched before.

Speaking of which can someone please send me the primer on insurance industry?

Region
2 Comments
 

How I got my job. Researched industry to gain a basic understanding of competitors and growth factors. My biggest one is I sold a few potential acquisitions I felt could be strategic tuck in acquisitions. Offered me on the spot.

Took about ten hours of research but is very minuscule time commitment, when compared to the career trajectory I'm on now.

 

Consectetur eius adipisci harum dolores earum. Consequatur veniam omnis qui. Dolor qui consectetur corporis et maxime saepe.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $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

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...”