Starting a levfin analyst role in two weeks - any courses/tips/advice?

Hi all - I will be starting a levfin analyst role at a MM in two weeks; this is my first banking stint. Does anyone have any advice/tips/course recommendations to help me get a leg up?

any and all advice is much appreciated

5,975 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '24 Oct 2026 Cohort

5.00/5

Investment Banking Short Resume Review / Recap

“Daniel really took his time to help me. Our session ran well past the scheduled time, and he went through every part of my resume in detail. He didn't just fix what was there; he also showed me how to think about it going forward, so I can keep improving it on my own as my experience grows. He was diligent, careful and very patient with all my questions, and at the same time kind and easy to talk to. It was clear why he has been so successful, and he shared what he knows openly. Honestly, if I hadn't met with Daniel, I think I would have missed out on a lot of opportunities down the line. He is an amazing mentor and I'm grateful for the time he put in.”

Class of '27 Jan 2025 Cohort

4.92/5

Investment Banking Mock Interview

“Great guy, kind and easy to interact with. To be honest, I did have a hard time understanding his accent for the first 5 minutes but I was able to quickly pick it up after that so my session was not affected. He was great at simulating an actual interview environment and asked great question tailored to me in real time. He was also very very very helpful with the actionable steps that he outlined during the last 5 minutes of our call. I am currently in the process of booking another session with him to make sure my technicals are absolutely bulletproof.”

See All 11,117 WSO Academy Reviews

1 Comments

WSO Monkey Bot

O

8y

Sed praesentium necessitatibus et expedita. Eaque odio et voluptatem in nostrum.

Voluptatem voluptatem voluptates similique laboriosam ex et. Ipsam quaerat illum nulla et voluptate et repellendus.

Esse quae officia magnam et voluptatem placeat illo. Laborum saepe sit unde voluptatum ipsam. Iusto molestias in et voluptatem iure nihil.

Vel reprehenderit et consequatur reprehenderit omnis. Nihil quia ut soluta aut repellat modi. Dolorem doloremque ratione excepturi repellat aliquam maxime perspiciatis. Amet et voluptatem est vel. Ut et consequatur consequatur ullam incidunt quae provident.

+137	UBS Catastrophic Q1-Q3 26, M&A -17%, Outside Top 10 in Americas, EMEA & APAC	37	1d
+58	PWP acquisition by Piper cancelled	21	1h
+29	Evercore poaches Baird DC Defense Team	18	6h
+28	Houston banking Gods ?	16	2d
+21	Best Houston Banks for Culture in 2026	14	3h
+18	Normal for lateral process to go +2 months?	4	1d
+17	Internal lateral from coverage to M&A (focused on coverage)	4	11h
+15	How standard is weekend work in IBD?	6	2d
+15	Discussion Transaction Experience in Lateral Interviews	3	3d
+15	Ducera Insights?	3	2d

1	redever	99.2
2	kanon	99.0
3	BankonBanking	99.0
4	Secyh62	99.0
5	DrApeman	98.9
6	GameTheory	98.9
7	Betsy Massar	98.9
8	CompBanker	98.9
9	dosk17	98.9
10	numi	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Starting a levfin analyst role in two weeks - any courses/tips/advice?

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Starting a levfin analyst role in two weeks - any courses/tips/advice?

See All Comments - 100% Free

Trending Content - Investment Banking Forum