Recruitment Guides

I wrote 7 PDF guides on the exact methods I used to land an investment banking internship.

    They cover how to attack each part of the process starting day one freshman year.

    • Guide #1 - My Investment Banking Internship Recruitment Strategy (33pg)
    • Guide #2 - Investment Banking Resume Guide (17pg)
    • Guide #3 - Freshman Internships Guide (26pg)
    • Guide #4 - Investment Banking Networking Guide (26pg)
    • Guide #5 - Behavioral Interview Guide (24pg)
    • Guide #6 - Technical Interview Guide (16pg)
    • Guide #7 - Market Analysis Questions (10pg)

    There are multiple templates you can download for free within them including

    • Investment Banking Resume Template
    • Search Fund Internship Cold Email Template
    • Networking Email Templates
    • Excel Networking Tracker
    • Behavioral Interview Outlines Template
    • Market Analysis Questions Prep Template

      Here is a preview of what's covered within each guide.

        Guide #1 - My Investment Banking Internship Recruitment Strategy (33pg)

        Explains the four dynamics that make the process exceptionally challenging including the accelerated timeline, networking requirement, technical interviews, and target school politics. Previews the three pillars of recruitment: Resume Building, Interview Prep, and Networking, explaining the various actions you need to take in each category.

        Guide #2 - Investment Banking Resume Guide (17pg)

        Walks through how to approach each of the four main sections of my investment banking resume template. Breaks down the three-part framework to construct high-impact bullet points. Shows you how to ensure the final draft of your resume meets the strict formatting standards required for investment banking.

        • TEMPLATES: Investment Banking Resume Template

        Guide #3 - Freshman Internships Guide (26pg)

        Frames the freshman internship reality explaining why formal portals won't hire you & the solution is to pursue unpaid informal gigs through cold email. Outlines three high-conversion methods to land these, with an emphasis on the pursuit of search fund internships. Provides step-by-step demonstrations for the execution of each method.

        • TEMPLATES: Search Fund & Other Freshman Internships Cold Email Templates

        Guide #4 - Investment Banking Networking Guide (26pg)

        Outlines the 12-step process I followed to gradually build relationships & secure referrals. Teaches you how to leverage commonalities in cold emails to up your hit rate & how to drive a professionally-structured networking call. Explains the follow-up interactions needed to keep the relationship warm & how to politely ask for the referral. 

        • TEMPLATES: Networking Email Templates; Excel Networking Tracker 

        Guide #5 - Behavioral Interview Guide (24pg)

        Describes the behavioral portion as the primary differentiator & what allows you to win the offer. Walks through my personal frameworks & outlines for all the most commonly asked behavioral questions including "Tell me about yourself", "Why Investment Banking", and several more. Ends with my top 10 tips for flawless execution.

        • TEMPLATES: Behavioral Interview Outlines Template

        Guide #6 - Technical Interview Guide (16pg)

        Breaks down the five-step process I followed to prepare for the technical portion of investment banking interviews. Starts with an analysis of the six core BIWS guides I utilized to master the fundamental concepts. Then explains my approach to sourcing & practicing sets of example questions both individually and through mock interviews.

        Guide #7 - Market Analysis Questions (10pg)

        Introduces the third type of questions separate from technicals & behaviorals. Describes market analysis questions as open-ended discussion questions that require you to do your research beforehand. Breaks down my outlines for the top three most common market questions including deal discussions, news stories, and stock pitches.

        • TEMPLATES: Market Analysis Questions Prep Template