Lunch Interview - Familiar with interview process?

Monkeys,

I had a phone interview with two associates, MM shop, last week and now I have a lunch scheduled with one of their VPs. I highly doubt I am going to be grilled on the technicals, but I am a little curious as to what he might ask me other than the generic "why banking?" "why XYZ firm?". I've already established the fact that I can walk and chew gum at the same time... Anyone had a similar type of interview structure?

48 Comments
 

Given that it is MM and you are getting a lunch interview, I would imagine their goal is to get to know more about your background and what you are like as a person - the "fit" questions. Likely to be more of a conversation than interrogation.

 

What not to order: alchohol, a dinner plate, something really messy like ribs and something because you think is what you should (like an artsy salad).

Have a turkey club, that is always the safe bet. But if you like grilled chicken, fish, salad, etc eat it. No one will judge you for picking anything you like from the lunch menu.

Do not talk with your mouth ful, napkin on the lap, if they ask you to pick an appetizer do it! At ML we use to see how pople would respond because if assertive it says something about your personality, thats what the recruiters told us to do at least.

Lastly, do not seem too picky like asking for: a coke with not too much ice, with a lime slice in the drink and a lemon wedge on the glass. Seriously one guy did this with an analyst and I last year and it did not help his case.

 
  1. You're not there to eat. If it helps you grab something to eat before you get there. it will help you to keep your mind off the food.

  2. Make sure you order something around the same price as what they ordered. If they ask for a sandwich, don't you go and Filet mignon.

  3. Relax and be yourself. If you try to be someone else and they hire you because of that, you're life will suck after you start work.

 

Don't order anything messy, don't order booze unless the boss does (and he won't), make sure you have manners, etc.

Lunch interviews are the best. Just informal enough

Commercial Real Estate Developer
 

Order spaghetti w/ red sauce... it will be impressive if you avoid getting it on yourself

'Before you enter... be willing to pay the price'
 

default lunch plan: order what the most senior guy orders

default lunch convo: try to talk about sports/movies/TV shows/weekend(vacation) plans

default lunch avoidance: politics, religion, women

 

I would be shocked if they ask you anything remotely technical. Lunch interviews are for seeing how you conduct yourself and interact with others in a social setting. It is really important in jobs that deal with a lot of facetime with clients or positions that emphasis teamwork and collaboration. I would read more about things going on in the news, sports, events in the city, etc. Read the last few WSJ's because if there is anything technical it will likely be about some merger/central bank policy/whatever. No one is going to ask you to walk them through a DCF while getting lunch.

As stated above dont say anything remotely political, degrading, etc.

 

This topic was posted a few weeks ago.

OP, how'd the lunch go? I hope you said plenty "thank you's" to the waiters/waitresses.

 

More likely than not he's just going to lunch to briefly chat with you, but PWM is pretty much the one area of finance where it's possible to snag an internship out of high school. Inquire if there are any opportunities available (if he says no, pry just one more time by explaining you'd be willing to work for free) but don't sweat it if that doesn't pan out.

 

Thanks. Should I ask him about any other people I might be interested in contacting? Maybe anywhere else where he believes I can find unpaid internship type work?

 
Best Response

For future reference, don't include exclamation points in emails. I have no idea who wrote that script but they lead you in a weird direction.

Anyhow, make sure you use proper manners of course and try to get him to talk about himself as much as possible. Ask him about the path he took to get to where he is, ask him about a typical day in the life, and ask him how you can best position yourself for success. Those questions alone demand long answers and generally when people talk about themselves for long periods of time they come away thinking the conversation was fantastic.

Plus, you'll genuinely learn things. Might not be bad to bring a small notebook and a pen just in case he tells you to contact specific people/companies - and feel free to ask if he knows anyone else you should get in contact with.

Be sure to do some research on the guy before hand (linkedin profile and company bio will suffice) so you can show you did your homework and make sure to write him a nice thank you email soon after the lunch. Other than that - it's just lunch and a conversation. You'll be good and good for you for starting so early.

Commercial Real Estate Developer
 

Thanks for the pointers. Those exclamation points, I added haha.... I'll keep that in mind.

Should I go into the lunch without the expectation that I will get a gig? I'm assuming the chances of that happening are pretty low. Just go in with an open-mind to learn new things?

 

Don't order a sandwich, and don't order anything you don't know. Order something you can exclusively with a knife and fork, like pasta (not spaghetti)

 

maybe suiting up is an NYC thing. i'm in the southeast and have never been told to wear a suit to informationals (assuming this is an informational, which it seems to be). nor have i ever met up with someone who was suited up (all MDs and VPs). it would be really awkward and presumptuous IMO to be suited up when the guy across the table is business casual.

 

Vel numquam et suscipit reiciendis ipsam repellat placeat. Atque id corporis quo cupiditate enim. Sapiente sit molestiae nemo provident et. Natus inventore impedit rerum aut.

Quibusdam sequi commodi optio debitis blanditiis. Dolorem consequuntur inventore id qui numquam. Earum inventore sit impedit.

Sint odit dolore neque asperiores consectetur excepturi in. Impedit itaque officiis nisi ipsam laborum voluptate. Enim est sapiente et. Maiores voluptate quia corporis error nostrum.

Voluptas hic nesciunt consequuntur impedit enim mollitia. Non ipsam molestiae eveniet. Cupiditate illum corporis dolorum quia aut eos. Quia et ipsam quia reprehenderit. Quibusdam deserunt id inventore cum quas esse.

Career Advancement Opportunities

June 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

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.3%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (78) $151
  • 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
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
GameTheory's picture
GameTheory
98.9
6
CompBanker's picture
CompBanker
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Jamoldo's picture
Jamoldo
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...”