Mar 17, 2026

JPM Lateral Case Study

Wondering if anyone has insight on jpm’s lateral process. Heard there’s a case study, what is it like? (This is for a coverage group)

6,077 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '28 Nov 2026 Cohort

5.00/5

Investment Banking Career Roadmap (optional)

“ulian gave me a clear, realistic plan for breaking into IB from a non-target school. He broke my prep into 50% technicals, 40% behaviorals and 10% networking, and explained why I should be interview-ready before doing heavy coffee chats instead of networking first. That changed how I'm spending my time. He pointed me to the WSO courses and the 400-question guide with short daily drills, and I've already started working through them. He also helped me see my coaching business as a real differentiator instead of something unrelated to finance, and told me to build 7 strong "why hire me" stories, which led me to book a 7 Stories session with him. His advice on my sophomore summer was practical: any finance-adjacent role with transaction exposure is a win. He was encouraging and easy to talk to, and he explained the recruiting timeline clearly. The one thing that would make it even better is a short written checklist of next steps at the end of the session, so I can track progress before our next meeting.”

Class of '29 Oct 2026 Cohort

5.00/5

Investment Banking Other

“John was amazing, he was great at explaining things and had a very positive vibe. He had talked about his life at evermore and how he had switched from Evercore to Carlyle. He then told me how to network more effectively and how to be a better candidate as a whole. He had said that when you are having a coffee chat not to talk as much about their day to day because that is all they are talking about usually. He said to try and connect about their interests and their hobbies because that is something that they would like to talk about.”

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5 Comments

derekfox

7mo

This for real estate?

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Associate 2 in IB - Cov

7mo

Which office / industry?

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Associate 2 in IB - Cov

7mo

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allhu23

6mo

Did you ever hear back after the case study?

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Merger vs Acquisition vs Takeover

abhinav-abhinav

12d

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JPM Lateral Case Study

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JPM Lateral Case Study

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