IB recruiting portfolio project

Helping a friend targeting IB build something beyond the usual "I built a DCF" portfolio piece. Want opinions from people who sit across the table. 

You feed it a portfolio and it does the full research workflow. It pulls every SEC filing and earnings call transcript, breaks down fundamentals like business model, revenue drivers, competitive moat, switching costs, market penetration and maps the competitive landscape, and evaluates management quality and track record. Then it pattern-matches each company against ~28,000 historical filings to find structural analogs and tells you what happened to those companies afterward. It monitors EDGAR for new filings and pushes weekly reviews that flag what changed and why it matters.

You interact with it through a Telegram bot on your phone. You can ask it questions, push back on its reasoning, and it defends or revises its position citing specific filing sections. It just shows you patterns and context. You're still the one making decisions, just more informed ones.

For those in recruiting, would you want to hear about this in an interview, or does it read as over-engineered for IB vs quant? What about in four years when he graduates? Is that the direction IB is moving? 

Not promoting anything, system isn't public. Happy to answer questions.

1 Comments
 

Repellat voluptatem illo eaque expedita. Dolores accusantium et dolor libero explicabo.

Dignissimos qui veritatis et dolores itaque. Veniam consequuntur architecto cupiditate.

Nostrum tempore autem aliquam et unde. Culpa quae id odit non. Amet quod vel porro et omnis sed. Harum fugit modi doloremque voluptatem ratione similique at. Sed sed voluptatum voluptates voluptate impedit quis corrupti delectus. Voluptatum modi enim dolor quia vel qui sint facere. Et dolorem voluptatum cumque ab.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • BMO Capital Markets 13 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $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
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
bolo up's picture
bolo up
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...”