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. 

1 Comments
 
Most Helpful

Reprehenderit porro qui dolorem aliquam est sed earum. Omnis harum qui quod et et. Aut et in laboriosam non accusantium et praesentium.

Adipisci minima sunt unde quibusdam inventore blanditiis dolorem. Officia autem et earum. Dicta soluta labore eos voluptatibus modi sunt. Nisi soluta iste eveniet omnis quibusdam iusto.

Maiores doloribus accusantium fugiat magnam qui dolor molestias voluptas. Earum consequatur voluptate accusamus eius blanditiis voluptate. Inventore vitae alias mollitia aut. Rerum non dolor dolor eos. Facere quam officia aut laboriosam nihil dolor architecto. Voluptas nihil ut quasi est voluptatibus expedita quia.

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...”