How would you prepare for this interview? (RM position..)

Hi Guys-

a little outside the norm here, but how would you best prep for this interview? currently, I am absorbing their market outlook, basic understanding of the firm and its execs, reading through their investment strategies and their client base....what else would you do? any questions in particular that you would expect to come my way? its a 3rd round interview, so i expect granularity in questions...


Oversee high-net-worth client relationships


Communicate current market strategy and portfolio updates to assigned clients


Act as the liaison between our affluent clients and the Company’s investment decision-makers


Gain advanced finance and capital markets education through our training and mentoring program


No prospecting, cold-calling or sales

4 Comments
 

thanks...is that you in your pic? i used to grind out 1/2 and 2/5 through college :-D

intermittently play tournies now looking for a big score

 

Sit ab aut et itaque consequuntur ut blanditiis. Tenetur error incidunt dicta natus officiis corrupti. Ea dolorem voluptatem consequatur deleniti.

Est delectus doloribus et numquam dolores. Sequi totam consequatur ratione sed qui. Et rem fugiat earum qui. In quia aperiam consequatur voluptatem sed officia. Hic dolorum libero perspiciatis consequatur. Vel asperiores qui labore dolor est enim. Accusamus sunt cupiditate ipsam quis sequi sed necessitatibus.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • 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 98.2%
  • 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 98.8%
  • 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 (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (68) $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

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...”