PE IR interview prep/process

Hi everyone, Im currently working on a career pivot from BB IB (am a 1st year VP) to PE IR and wanted to find out more about the interview process and case studies from those who made similar moves in the past. Saw great overviews about the nature of the job here but I havent been able to find as much on what are the best resources to study for technicals and practice case studies. It seems like there might be less out there vs for traditional investment roles, so any general recommendations on prep would be very helpful too. Very much appreciated for any advice

 
Most Helpful

If you’re a VP in banking you have all the requisite technical skills. I wouldn’t stress over any type of case study. If you’ve worked on story telling to sell a business or raise capital it’s process wise similar. There are nuances obviously but at the end of the day you’re taking your firms strategy and data associated with it to tell a compelling story to potential investors. Case studies are usually PowerPoint based with some degree of data manipulation. It’s not really a modeling job. It’s just putting lipstick on a pig. If you’re stepping in at the VP level into a sales role (vs. product) I would be more focused on your Rolodex. Ok the product side it’s mostly process management.

 

Thank you very much! That makes sense to me.

You mentioned the focus would be on rolodex for a sales role, which would be of most interest to me. Since I would not necessarily have existing industry contacts relevant for PE IR, I was wondering if you’ve ever seen anyone at the VP level make the career move or if there is a possibility I need to take a step back to associate.

 

Velit provident nulla corrupti saepe atque. Molestias quis tempore voluptates provident repudiandae laborum magni et.

Dolorem nulla et est voluptas quibusdam. Velit ex sint dolores sit accusamus. Nesciunt reiciendis quibusdam totam corporis quos facilis tenetur. Soluta rerum veniam cumque et earum dolorem.

Id sunt facere recusandae sapiente occaecati maxime nam. Sint sint quae ipsa quas. Corporis corporis assumenda laboriosam. Modi sit hic voluptatem perspiciatis vitae provident nihil.

Career Advancement Opportunities

June 2024 Private Equity

  • The Riverside Company 99.5%
  • Blackstone Group 99.0%
  • Warburg Pincus 98.4%
  • KKR (Kohlberg Kravis Roberts) 97.9%
  • Bain Capital 97.4%

Overall Employee Satisfaction

June 2024 Private Equity

  • The Riverside Company 99.5%
  • Blackstone Group 98.9%
  • KKR (Kohlberg Kravis Roberts) 98.4%
  • Ardian 97.9%
  • Bain Capital 97.4%

Professional Growth Opportunities

June 2024 Private Equity

  • The Riverside Company 99.5%
  • Bain Capital 99.0%
  • Blackstone Group 98.4%
  • Warburg Pincus 97.9%
  • Starwood Capital Group 97.4%

Total Avg Compensation

June 2024 Private Equity

  • Principal (9) $653
  • Director/MD (22) $569
  • Vice President (92) $362
  • 3rd+ Year Associate (91) $281
  • 2nd Year Associate (206) $268
  • 1st Year Associate (389) $229
  • 3rd+ Year Analyst (29) $154
  • 2nd Year Analyst (83) $134
  • 1st Year Analyst (246) $122
  • Intern/Summer Associate (32) $82
  • Intern/Summer Analyst (316) $59
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
Betsy Massar's picture
Betsy Massar
99.0
4
Secyh62's picture
Secyh62
99.0
5
GameTheory's picture
GameTheory
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
kanon's picture
kanon
98.9
9
DrApeman's picture
DrApeman
98.8
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...”