I applied to one of the BBs for a freshman program (yes they have them trust me) and I have a phone screen on Friday.
It is with an S&T analyst.
What should I expect and how can I prepare for this.
I know there are other questions on this forum similar to this but my situation is different as a freshman.
| +139 | Restructuring: Anti-climactic Experience | 36 | 8h |
| +110 | IB Net Worth / Savings Check | 51 | 7h |
| +100 | Woman who emptied Knicks trashcan on street then stole it was DEI exec, worked at JPMorgan Chase | 25 | 5h |
| +82 | Stop sleeping on UBS - it’s pretty good | 29 | 41m |
| +70 | Hot take: I’d rather be at Desjardins than UBS for investment banking in 2026 | 11 | 25m |
| +56 | 2026 VAULT PRESTIGE RANKINGS | 30 | 1h |
| +39 | AI + Financial Modelling | 12 | 1d |
| +32 | Hardest interview experiences? | 20 | 1h |
| +28 | Summer before college | 17 | 19h |
| +26 | Current State of UBS in North America | 8 | 2d |
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.
I had two of these about a month ago with a BB for a similar program. The first one was basically a conversation. The second one was an actual interview(fit and technical questions). I'd recommend studying a little bit and being prepared for basic tech and all fit questions
You're a freshman and they asked you technical questions? How technical?
I'm a sophomore. But yes they asked basic technical questions like the three financial statements and different types of valuation. I wasn't expecting it either...
Wow alright thanks. I guess I have a few days to study basic technicals which shouldn't be too difficult. Did you get your position?
No problem. And don't know yet I have a superday next week. I'm guess messing up some technicals isn't considered that bad for freshman/sophomores
Nihil saepe commodi sunt et est. Eaque omnis debitis et mollitia. Sit optio modi itaque deleniti. Est et natus dicta corporis aperiam. Minima enim explicabo sunt deserunt. Sequi accusantium quia incidunt officia. Autem quaerat sequi consequatur molestiae rem voluptatem placeat.
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...