Investment Banking Interviews: Technical Prep

Investment Banking Interviews: Technical Prep

Offered by TJ H.

5.0

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Ex-BofA Director | Investment Banking Recruiting & Transitions

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Studied at University of Southern California

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Worked at Bank of America

Package Description:

Investment banking technical preparation can feel overwhelming. Candidates are often presented with hundreds of potential questions, dozens of study guides, and an endless list of topics to memorize. My approach is different. **Focus** - Rather than attempting to memorize hundreds of potential questions, we'll focus on the concepts and question types most commonly used by interviewers to evaluate technical competency, allowing you to focus your preparation on the areas most likely to impact interview performance. **Simplification** - Our sessions focus on simplifying complex technical concepts and developing frameworks for answering questions clearly and confidently. Topics may include valuation methodologies, M&A, capital structure, financing and capital markets concepts, accounting fundamentals, and industry-specific considerations that frequently arise during the recruiting process. **Targeted Practice** - Once we've identified the concepts most likely to impact interview performance, we'll reinforce them through targeted practice, mock interview questions, and direct feedback designed to strengthen both your technical understanding and your ability to communicate under pressure. **Success** - The objective is simple: help you focus on what matters most, communicate technical concepts effectively, and maximize your performance in investment banking interviews.


What you'll get from this package

A prioritized technical interview preparation plan tailored to your recruiting timeline and target firms

A framework for answering investment banking technical questions with confidence and structure

Direct feedback on your technical competency and communication under interview pressure

Increased confidence navigating technical interviews and Superday follow-up questions


Additional details

Coaching delivered via live sessions.

This package is delivered through live 1:1 coaching sessions tailored to your experience level, recruiting timeline, and target firms. Sessions are highly interactive and combine technical questioning, concept review, interview frameworks, and real-time feedback. Rather than working through a generic curriculum, we'll focus on the concepts and question types most likely to impact your interview performance. You'll leave each session with a clear understanding of your strengths, areas for improvement, and the highest-priority topics to focus on before your next interview.

Refund Policy

Services included:

Technical Interview Prep


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TJ H.

Offered by TJ H.

Joined April 2026

5.0

Ex-BofA Director | Investment Banking Recruiting & Transitions

I’m a former investment banking Director at Bank of America Securities with ~9 years of bulge bracket experience and ~15 years total in strategic finance. I’ve advised on ~$15bn in completed transaction value across large-cap and middle-market M&A, capital raises, and strategic transactions. I started my career in large-cap Consumer & Retail and Technology, Media & Telecommunications (TMT) coverage groups before helping build Bank of America’s Middle Market Investment Banking platform as the 40th hire, where I later launched and led the Residential & Commercial Services sector coverage initiative. Beyond transaction execution, I’ve been deeply involved in recruiting and talent development. I’ve conducted 100+ interviews, participated in hiring decisions and roundtables, and mentored ~90 associates. I’ve seen firsthand what differentiates candidates who break into investment banking—and what causes strong candidates to fall short—and I focus on helping clients position their experience effectively, communicate with clarity, and approach the recruiting process with the same lens used by hiring managers and senior bankers.

Experience level: Partner or Managing Director

20+ people coached for Investment Banking

$1,000

2h–4h of coaching

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