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WSO Free Modeling Series - Now Open Through
July 31, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
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If you are APPLYING for positions using bank's career portals, that'd be first thing you are doing wrong. You need to get in front of the hiring analysts and bypass the HRs.
On the competency side, you need to alleviate the concern of your ability to value stocks and analyze companies (no doubt you have industry expertise) - so send a write-up and a 3-statement models with forecasts. No better way to show you are ready to hit the ground running day one.
Thanks for the help. Yes I have a PhD. I have an interview tomorrow! Any suggestions? I found some pretty useful posts on here already. My background is in market access consulting.
Thanks :-)
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