Equity Research Interview / Modeling, Writing Test Preparation

So I'm gonna be applying to various Boutiques in August / September (some are later). I've done the networking (I have quite a few referrals on the table) and I have work experience (EY M&A - 1 year). I'm Graduating my undergrad in December of this year (Non-Target). 


My question for you is: I know that some banks require a writing and modeling test. For those of you who went through the process before (and were successful), how did you prepare for the various tests etc.? How did you prepare for the interview? What sources did you use? 


I'm pretty good at excel and I'm currently brushing up on my three-statement modeling skills and DCF / Multiples valuation


Any advice? What am I missing? 


thanks in advance. 

 
Most Helpful

Repellat aut quasi atque quia fugiat aspernatur accusamus. Eaque vero hic dolor dolor unde. Sint possimus quod quos illum aut provident aut.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $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...”