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WSO Free Modeling Series - Now Open Through
August 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.
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+Bonus: Get 27 financial modeling templates in swipe file
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I am in the same position and really curious. Can anyone shed some light on this? Bump
Firm?
Investor services is typically almost sales, almost servicing a client. you might get questions about capital markets, generally, and investment products, specifically.
if you are more analytic, this role will be a bear. if you like smiling and selling whatever the bank is pushing that day, investor services might be a decent home.
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