Guides

Finance recruiting, explained by a practitioner.

Clear, current guides on how finance recruiting actually works, from PE timelines to stock pitch structure. Written to answer the questions candidates actually ask.

Private Equity9 min

Private Equity On-Cycle Recruiting Timeline (2026-27)

What actually happened in January 2026, how the headhunters work, and how far ahead you need to be ready.

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Private Equity7 min

Off-Cycle Private Equity Recruiting in the US

The continuous, proactive path to a buyside seat that most candidates underuse.

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Hedge Fund9 min

Hedge Fund Stock Pitch Template and Framework

The structure PMs actually evaluate, from thesis to risk, with the variant perception that wins.

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Investment Banking6 min

Spring Week vs Summer Internship vs Industrial Placement

Which early finance programme is which, who each is for, and how they ladder into a full-time offer.

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Private Equity9 min

Paper LBO Example: A Full Walkthrough, Step by Step

The exact sequence to run in your head, a fully worked example, and the shortcuts that make the maths fast under pressure.

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Investment Banking8 min

Investment Banking Superday: How It Works and How to Prepare

The format, the interviewer mix, what each round is really testing, and the 48-hour preparation plan.

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Private Equity7 min

How to Answer "Why Private Equity?" (With Frameworks and Examples)

The three-part framework, what strong and weak answers sound like, and the follow-ups that catch memorised scripts.

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Investment Banking10 min

Top Investment Banking Technical Questions (With Answer Frameworks)

The questions that actually get asked, the frameworks to answer them, and the traps inside each one.

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Private Equity9 min

The Private Equity Modelling Test: What to Expect and How to Prepare

The formats by fund type, what graders open first, and a two-week preparation plan that actually fits around a banking job.

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Investment Banking7 min

Goldman Sachs HireVue: Question Types, Format and How to Prepare

The format, the question mix, how the AI screen actually grades you, and a preparation plan that beats a canned script.

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Investment Banking9 min

UK Spring Weeks: Timeline, Assessments, and How Offers Are Decided

When applications open, what is actually in the assessment at each bank, and how a week of work experience turns into a summer internship offer.

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Investment Banking8 min

Investment Banking Case Studies: Spring Week vs Analyst vs Associate

Four different exercises share one name. Preparing for the wrong one is the most common way candidates waste a month.

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Investment Banking8 min

The Full 2026-27 Investment Banking Recruiting Timeline

Every stage of the ladder, roughly when each one opens, and how the UK and US calendars differ.

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Investment Banking7 min

Bulge Bracket vs. Boutique Superday: What Actually Differs

Same day, same format on paper — different people in the room, and a different thing being tested.

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Investment Banking6 min

"Tell Me About Yourself" in Investment Banking Interviews

The first ninety seconds of the interview, and the one answer nearly every candidate under-prepares.

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Investment Banking8 min

DCF Interview Questions: The Ones That Actually Come Up

From "walk me through a DCF" to the follow-ups that catch people who only memorised the steps.

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Investment Banking7 min

Comparable Companies (Comps) Interview Questions

Picking the comp set, choosing the right multiple, and the follow-ups that expose a memorised answer.

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Investment Banking6 min

Investment Banking Cover Letters: What Actually Gets Read

It gets thirty seconds, if that. Here is what to do with them.

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Investment Banking6 min

"Why This Bank?" — Building an Answer That Isn't Generic

Interviewers hear the same three generic answers all day. Here is how to not be the fourth.

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Investment Banking8 min

M&A Interview Questions: Accretion/Dilution and Beyond

The accretion/dilution shortcuts, the cash-vs-stock logic, and the follow-ups that separate memorised from understood.

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Investment Banking7 min

Enterprise Value vs. Equity Value, Once and For All

The most-asked valuation concept in finance interviews — and the bridge, pairing rules, and follow-up traps that come with it.

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Investment Banking10 min

Analyst to Associate: The Promotion, the Decision, the Trade-offs

Everyone writes about breaking in. Almost nobody writes about moving up. This is the pillar guide for the second decision.

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Private Equity8 min

Off-Cycle PE Outreach: The Emails That Actually Get Replies

Off-cycle roles are filled through inboxes, not job boards. Here is what to put in them.

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Private Equity8 min

LBO Interview Questions: The Conceptual Ones Behind the Maths

The paper LBO tests your arithmetic. These questions test whether you understand the machine.

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Investment Banking7 min

"Walk Me Through the Three Statements" — And Every Follow-Up

The most-asked accounting question in finance interviews, and the $10 depreciation follow-up that comes with it.

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Investment Banking8 min

Restructuring Interview Questions: Fulcrum, Waterfall & Beyond

RX interviews add a layer on top of standard technicals: capital structure under stress. Here is that layer.

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Sales & Trading8 min

Sales & Trading Interviews: What Actually Gets Tested

S&T interviews are not IB interviews with different logos. Different skills, different questions, different prep.

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Investment Banking8 min

UK Assessment Centres: The Full Day, Stage by Stage

The final round of most UK spring week, internship and graduate processes — and the stage candidates prepare for least.

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Equity Research7 min

Equity Research Interview Questions: The Coverage Mindset

ER interviews test whether you think like a coverage analyst: estimates, calls, and what changes them.

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Hedge Fund8 min

Hedge Fund Interview Questions Beyond the Stock Pitch

The pitch gets you in the room. These are the questions that decide what happens next.

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Investment Banking7 min

Finance Networking Emails: Templates That Get Answered

Bankers answer a predictable kind of email and archive everything else. Here is the predictable kind.

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Financial Modelling11 min

Financial Modelling Best Practices: The Conventions That Make a Model Auditable

A model is a document other people have to read. These are the conventions that make that possible.

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Financial Modelling13 min

How to Build a Three-Statement Model That Actually Balances

The build order matters more than the formulas. Get the sequence right and it balances on the first try.

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Financial Modelling12 min

How to Build a DCF Model: Build Order, Terminal Value and the Sanity Checks

A DCF is 70% terminal value and 100% assumptions. Build it so both can be defended.

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Financial Modelling13 min

How to Build an LBO Model: The Build Order That Survives a Modelling Test

Under a 90-minute clock, the build order is the difference between a returns number and a half-finished model.

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Financial Modelling11 min

How to Review a Financial Model Before It Leaves Your Desk

Reading through a model looking for what seems wrong is not a review. This is what one actually looks like.

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Financial Modelling12 min

How to Build a Merger Model: Purchase Accounting, Financing and Accretion

The accretion number is easy. Everything that produces it is where models go wrong.

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Financial Modelling11 min

Working Capital and Quality of Earnings: Where Deal Value Actually Moves

The headline price is agreed early. Working capital and QoE decide what actually gets wired.

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Financial Modelling11 min

Credit and Covenant Modelling: What a Lender Actually Tests

A sponsor models the upside. A lender models the case where it goes wrong. Both live in the same file.

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Financial Modelling10 min

Scenario and Sensitivity Architecture: Building a Model That Can Be Stress-Tested

Anyone can change an assumption. Architecture is what lets someone else change it safely.

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Financial Modelling13 min

Real Estate Financial Modelling: Why Corporate Finance Mechanics Break Here

The Excel mechanics are the same. The economic logic is not — and that is what catches people.

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Financial Modelling12 min

Project Finance Modelling: Cash Flow Waterfalls, DSCR Sizing and the Debt Sculpt

No corporate balance sheet stands behind the debt. The cash flow waterfall is the entire credit.

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Investment Banking10 min

Psychometric Tests for Finance: Numerical, SJT and Game-Based

Most candidates are rejected before a human sees their application. This is the stage that does it.

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Investment Banking9 min

The Finance CV: One Page That Survives a 30-Second Skim

A screener gives it half a minute. Every choice on the page should be made with that fact in mind.

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Looking for curated external resources? See the reading list

Read the guide. Then go and be asked about it.

Guides give you the map. A discovery session tells you where you actually are on it, and the bootcamps get you the rest of the way.