WSO Weekly Wrap-Up (11/08-11/14)

In case you missed them, here's some of last week's most popular topics:

How PWM really works (part 4): Misconceptions, how we invest, choosing a broker, and my Q&A Post By @thebrofessor

What I’ll try to do is list out several of the misconceptions about advisors and then comment on each one of them.

What is the purpose of equal opportunity questionnaires? Post By @FinanceBrah

I get the fact that companies have reporting requirements they need to meet but are these truly kept separate from job applications?

Shakeup in Houston Post By @jackson1

Historically, Baclays/Citi/CS have been the strongest banks in Houston but is this still the case? Bad senior comp at Barclays and bad culture, huge turnover at CS, etc.

Q&A - Former Business Valuations Associate (BO->Val->Corp Dev) Post By @BankerC159

Here's a quick rundown of my background:
Graduated semi-target state school>>>Back Office (Funds Accounting) at a BB>>>Independent Valuations Firm>>>Valuations group within accounting firm (BDO/McGladrey/GT)>>>Corp Dev.

How technical can first round interviews get? Post By @BasedHedge

I have an upcoming interview next week with a top BB and have been told that it will be highly technical

5,802 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '28 Jul 2026 Cohort

5.00/5

Investment Banking Mock Interview

“The questions were amazing and genuinely challenging, which made the session extremely valuable for me. Going into the mock interview, I felt that I had memorized and understood most of the critical technical concepts, but Julius pushed me beyond the surface-level knowledge and went much deeper into the accounting side. That was especially helpful because it showed me the difference between simply knowing the main concepts and being able to confidently explain the details, connections, and reasoning behind them under pressure. The behavioral portion was just as useful. Julius gave me very detailed feedback on how I should prepare for questions related specifically to my background, experiences, and story. Rather than only practicing the standard behavioral questions, we discussed how interviewers could dig deeper into different parts of my resume and ask follow-up questions about my academic path, previous experiences, motivations for finance, and the decisions I have made along the way. This helped me understand that I need to be prepared not only with strong initial answers, but also with clear and thoughtful explanations for almost every important part of my background. One of the biggest takeaways from the session was identifying the areas where I should spend more time developing a deeper level of understanding instead of relying on memorization. Julius was very good at asking follow-up questions that tested whether I actually understood the underlying concepts, which gave me a much clearer picture of what a real interview could feel like. We also created a longer-term preparation plan together. Our goal is to work together approximately once every two to three weeks and use each session to focus deeply on a particular topic. Instead of trying to cover everything at once, we will gradually specialize in different areas and build my knowledge step by step, while continuing to work on behavioral questions and my overall interview story. I think this structure will be extremely helpful because it gives me enough time between sessions to study independently, address the weaknesses we identify, and come back better prepared for the next topic. Overall, the session gave me a much better understanding of where I currently stand, what interviewers may expect from me, and what I need to improve before recruiting begins. I left the session with very clear action items and a much more structured approach to my preparation.”

Class of '29 Oct 2026 Cohort

5.00/5

Investment Banking Mock Coffee Chat

“Kevin was incredibly helpful. He took the time to do a coffee chat with me and was candid about where I could improve. His main point was that I should build more knowledge of the industry before these conversations, so I can ask sharper questions and show I've done my homework. He also gave me a clear framework for the conversation itself. Start by asking about their background and how they got into their role. Then ask for advice for my field, including what they would do in my shoes. He also explained when it is and isn't appropriate to ask for a referral, which is something I hadn't thought through before. ”

See All 10,829 WSO Academy Reviews

+185	Piper Sandler in talks to acquire PWP	75	21h
+124	UBS Appears to be Exploring Sale	19	3d
+99	Paradise Is Paradise	8	1d
+81	Drunk VP. How to manage?	27	2d
+39	How do I take my foot off the gas? (AN1)	4	2d
+38	Lazard US Views 2026/2027	13	2d
+26	Why did EVR succeed vs GHL or PWP that ended up getting acquired?	9	16h
+22	Mandated 9:00am Arrival?	6	4d
+21	Prestige Upgrade: Incoming Piper Sandler Intern (PWP Merger)	4	5d
+21	How early is to early?	9	8h

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

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WSO Weekly Wrap-Up (11/08-11/14)

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Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

WSO Weekly Wrap-Up (11/08-11/14)

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