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WSO Free Modeling Series - Now Open Through
June 30, 2026
9 Free Financial Modeling Lessons
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
+Bonus: Get 27 financial modeling templates in swipe file
+Bonus: Get 27 financial modeling templates in swipe file
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It is mostly a culture fit process. When I interviewed last year, I talked to an IS, MB, and UW MD. Earlier on, it is pretty basic interview questions and a broad case study. The culture will vary from team to team and office to office, so just be yourself and see if it's a good spot of you.
Thanks for the reply and insight. What month did they first invite you to interview?
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