Interviewing for a very small/boutique investment/PE firm...

After applying to a ton of consulting/analyst positions, mostly in biotech/healthcare/life sciences as those are the fields I am interested in, I somehow got a reply from a boutique investment/PE firm (maybe less than 2 years old, with 2-5 people total, including the founders). I have extensive biomedical research experience (the field of which is in line with the type of companies that the firm invests in) but have ZERO experience in finance/business. This is for an analyst position where I will be performing due diligence, gathering info, writing memos etc.

How should I prepare for this interview? Any books/crash courses on Econ 101? Also, should I offer to do an internship instead? and also what are the advantages/disadvantages of working at such a small firm?

497 WSO Academy Private Equity Session Reviews: 4.82/5

Class of '23 Oct 2026 Cohort

5.00/5

Private Equity Short Resume Review / Recap

“Very good planning prior to the meeting and effective notes that allowed the session to go quickly and effectively. We covered a lot of topics on the resume and I recieved a good amount of notes that I can correct my resume in order to make it more specific for the PE companies I will work with. Was very helpful in the way of bringing out niche skills I have in order to maximise my chances at differentiating myself from more typical IB candidates. Also provided good insights on the MBA process, what is valuable and the WHY side of P.E. which I will go into depth with in my WHY statements that I am going to do. ”

Class of '27 Sep 2026 Cohort

5.00/5

Private Equity Mock Interview

“Andre was amazing to work with. He brought real energy and clarity to every conversation, explained complex ideas simply, and always made time to help. His attention to detail and calm under pressure lifted the whole team, and his feedback was honest, specific and genuinely useful. Beyond the work, he was approachable, generous with his knowledge and made everyone around him better. Every session with him felt insightful and inspiring. I'd love to work with Andre again and would recommend him without hesitation. ”

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Interviewing for a very small/boutique investment/PE firm...

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