Non-Big 4 Valuation & Opinions Analyst Info Needed

Hi all,

I recently got invited to interview for a valuation analyst position at a MM IB. This was a verbal invite through a very senior person at the bank. After looking through their website, however, I realized that the team is looking for mostly experienced hires (1-3 years experience). Moreover, I checked the profiles of some of the current valuation analysts on Linkedin and almost all of them were lateral hires with previous big 4 experience. So my question is:

  1. Being that I am going to be graduating this May and I am not a finance or accounting major (read: very little modeling experience), what level of valuation proficiency would a non-big 4 firm be looking for? Obviously I would have to know the basics (which I am confident I do know), but what else would be fair game? 3 statement models? Advanced Accounting?

Obviously given my lack of professional experience and background, I am worried that I may not be able to ace my interview and thus potentially strain a good relationship I have with the person who is willing to help me get the interview in the first place. Any info or advice would be helpful. Thanks WSO!

1 Comments
 

Ipsum quis reprehenderit totam deleniti alias sunt. Perferendis harum rerum rem reiciendis facere. Esse ut est quod totam ratione. Perferendis nobis dolorem culpa sunt officia. Voluptatum ea pariatur dolorem ab.

Nisi possimus sed beatae adipisci voluptates. Neque ipsam consequuntur quia pariatur. Eius qui quo laborum eligendi sapiente omnis eligendi qui. Sit ut et rerum eos odio suscipit ipsam.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 07 97.9%
  • Guggenheim Partners 01 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 03 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $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
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
dosk17's picture
dosk17
98.9
7
CompBanker's picture
CompBanker
98.9
8
DrApeman's picture
DrApeman
98.9
9
GameTheory's picture
GameTheory
98.9
10
bolo up's picture
bolo up
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...”