Lateral Analyst interviews
How in depth are lateral analyst interviews? Likewise, what do you do if you have a lackluster mid-year review at your current bank?
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Very focused on deals you've been on and your involvement in them - i.e. are you comfortable running a model, have you been deep in a deal process before, or are you just the guy who does 1000 pitches and only touches the benchmarking excels. Obviously still know the M&I400 but once you have enough experience to be lateraling, that is really the focus
They won't find out about your review - pretty unlikely they ask to speak to anyone at your bank, and on the off chance they do you just decline it. obviously you're not telling your current team you are looking to leave. That said try to address some of those holes because they may be obvious in interviews, esp if you're struggling with technical stuff, getting horrible staffings bc of your review, etc
What if you current firm hasn’t been on deals and only pitches? How should you approach it then?
If your title is updated and you're actually a first-year, you're too early. ~8 months is the earliest you'll get any serious lateral opportunities
If your title is outdated and you're either a second year, or were an off-cycle start - hopefully you've done some modeling on these pitches, even if totally hypothetical, you can talk about that. If any of them have been more serious pitches (i.e. deep dive follow up, you spent 2 weeks building the model and know it inside and out) you can put "potential acquisition in XYZ space" as a "deal" on your resume, just keep it vague, know your numbers well (recommend making a 1/2 pager cheat sheat for any deals you plan to talk about) and don't overstate your responsibilities as it will invite deeper questions
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