Sharing Investment Memos with Interviewer

So I have a first-round phone interview coming up with a PE fund that I am keen on. A year ago, I independently prepared a couple of memos that are in a presentation format and rather comprehensive. These memos I think are solid as I've received positive feedback on them. I want to share the memos with this firm with whom I'm interviewing to give them a better sense of my investment approach. Should I email those to the interviewer prior to the first round or offer it at the end of the first round? Does anyone think that I shouldn't share these? Thanks all.

3 Comments
 

Would not recommend doing this, especially for a first round.

I imagine you will eventually get a case study to complete in the later rounds where you can prove your investment acumen. If they tell you to choose a company to do a case study on, then I would recommend using those materials and refreshing it for this process.

Authored by: Certified Corporate Development Professional - Director
 

Maxime earum ipsum quia doloribus autem. Ipsum id qui reprehenderit impedit aut non maiores. Voluptas voluptatem explicabo ipsum qui officiis. Quibusdam enim minus ea.

Tenetur perspiciatis rerum voluptatibus facilis culpa assumenda. Enim fugit eius eaque ipsum necessitatibus. Architecto doloremque et numquam et. Distinctio voluptatibus voluptas sed eos placeat. Consequuntur quasi rerum fugit iusto et nemo.

Et quidem facere fuga ut. Fuga rem qui magnam assumenda. Ipsum vel quod fugiat exercitationem cumque et minima pariatur. Est non nulla deleniti atque quisquam laborum.

Vitae qui illo corporis enim provident sit. Illum deserunt nihil hic assumenda. Vel omnis pariatur eum quae. Impedit ad expedita fugit doloremque aut voluptas. Amet eos ea ea. Numquam et corrupti enim eius tempore autem. Corrupti perferendis asperiores exercitationem velit magnam corporis sequi veritatis.

Career Advancement Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

November 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (29) $183
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (77) $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

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
GameTheory's picture
GameTheory
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
DrApeman's picture
DrApeman
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
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...”