Hi I am an incoming ib sa at a bb. I do not know how to use excel at all and also do not really remember any interview technicals. Do I need to prep before summer or will 1 week of training be enough along with learning on the job.
| +439 | Female bankers doing brand deals on TikTok | 119 | 5h |
| +142 | UBS rolling out Enhanced Clean Desk Policy, bans deal toys | 16 | 3d |
| +100 | Starting FT in a city 3 hours away, dad has progressing Parkinson's. Looking for advice. | 8 | 1d |
| +73 | JULY 2026 CHICAGO BANK RANKINGS | 29 | 4h |
| +64 | Restructuring is paradise (a completely unbiased account) | 6 | 4d |
| +37 | Not Treated Well by Other Interns | 20 | 2d |
| +36 | Handling frustration | 5 | 4d |
| +35 | Taking days off as an intern | 17 | 5h |
| +28 | Thoughts on Intrepid - Houlihan Merger | 10 | 3d |
| +27 | IB TikTok Influencers (wehave2wizards) | 9 | 3d |
Career Resources
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.
To maximize your success as an incoming IB summer analyst, preparation is key. Based on the most helpful WSO content, here’s what you need to know:
Excel Skills:
Technical Knowledge:
Learning on the Job:
Recommended Resources:
By investing time in preparation now, you’ll not only ease your transition into the role but also stand out as a capable and resourceful analyst.
Sources: Preparing for an IB internship, How to Prepare for IB Summer Internship
Average NESCAC student
bump
Would highly recommend familiarizing yourself with basic excel, do a crash course and learn the biws actg, valuation and multiples guides on the minimum. Practise a couple of basic 3 statement and dcfs, maybe 1 lbo as well just to get used to shortcuts and the way models are set up and u should be okay.
Average Canadian. Why are Canaidans such hardos for no reason? I don't know what happens in Canada; but in the US, interns are mostly judged on attitude, being easy to get along with, and being willing to work hard. Nobody wants or is letting an intern touch a live deal or even pitch model. Your job is to allign logos, make decent looking slides, and maybe refresh some comps. Just have to have a positive attitude, be normal, and pretend you are interested in the job to get a return.
I mean those were all pre requisites for me as well but these were things that just helped me going in to the job. Im
Super grateful i was on a few live deals but i know that was a one off situation because it was a busy summer.
Also the intern class was evaluated based on technical capabilities as the summer progressed, but a positive attitude, willingness to work, and culture fit trump not being too technically advanced as long as u can demonstrate a “genuine” interest in the job
In fugit reiciendis qui iste ex rerum. Iste sint itaque ullam consectetur. Facere amet quam reprehenderit dolorem eum.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...