Order of Prep Work for Banking Roles

* Assuming basic knowledge of the industry

* Assuming generalist skillset

1. Learn about different products and groups at the bank - fundamentals

2. Why deals (M&A, financing, etc.) happen 

3. Technical skills (Microsoft office, data providers or plug-ins etc.)

4. Accounting

5. Valuation, methodologies, EV and equity value

6. Fin Stmt. Modeling

7. DCF

8. Merger models

9. LBO's

10. Niche knowledge if necessary (FIG, GCM, restructuring)

What's missing?

1 Comments
 

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