IBD Background Check

Hi folks (ignore title),

Quick question, how does the background check work at JPM/MS/GS type of banks for VP lateraling? Are they simply contacting the individual you gave them for the referencing or are they going to HR/Compliance/anyone else in the event you are certified/regulated?

Thanks!

6,018 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '27 Oct 2026 Cohort

5.00/5

Investment Banking 7 Stories Review

“Alessandro was super friendly and extremely accommodating. When none of the slots on his Calendly worked for me, he went out of his way to find a time that did. He was really helpful on my 7 behavioural stories, giving actionable feedback on where I could improve each one. It was especially useful to hear how students usually answer these questions, as it showed me how to stand out. He also explained how I could tweak each story to answer a much wider range of questions, which made my prep far more flexible. On top of that, he gave me extra questions to prepare beyond the 7 stories.”

Class of '29 Oct 2026 Cohort

5.00/5

Investment Banking 7 Stories Review

“It was great meeting Sahil today. I shared many updates with him regarding my technical preparation and networking progress. He gave me very good feedback to take my networking calls to the next level. In addition, I shared my TMAY, why banking and 7 stories with him. He gave me feedback to help structure my responses to more banking specific and almost tailor my responses so that they implicitly show my interest and fit for banking. Sahil's feedbacks are very unique and practical, and I look forward to doing a mock interview with him next week.”

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IBD Background Check

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