Investment Banking Interviews & Personal Networking
Prepare to explain your experience, answer technical questions, and build relationships with investment bankers. Work directly with Andrew Glaze, CFA—a former Merrill Lynch investment banker, Columbia MBA, investor, and public-company director—to strengthen both your interview performance and your approach to networking. This package includes four private 60-minute sessions plus two hours of preparation, document review, and written feedback. SESSION 1 — YOUR STORY AND TARGETS Sharpen your resume, “walk me through your background” answer, and reasons for pursuing investment banking. Identify target firms and roles that fit your experience. SESSION 2 — TECHNICAL PREPARATION Practice financial-statement relationships, valuation, enterprise versus equity value, DCF analysis, and transaction questions. Identify gaps and practice explaining your reasoning clearly. SESSION 3 — DEAL DISCUSSION AND MOCK INTERVIEW Develop a credible discussion of a transaction, company, or relevant project. Complete a mock interview with direct feedback on accuracy, structure, and delivery. SESSION 4 — NETWORKING AND NEXT STEPS Build a focused outreach plan, improve messages and follow-ups, and practice informational conversations. Review remaining interview weaknesses and establish your next steps. PERSONAL NETWORK Where there is a relevant relationship and I can confidently recommend you, I may make a personal introduction or referral within my network. We’ll first work on your preparation, positioning, and the specific reason someone should meet you. You’ll receive practical feedback, reusable preparation materials, and a focused plan for continuing your search.
What's included
You’ll work directly with me through four private 60-minute video sessions, typically over four to six weeks. The package also includes two hours of preparation, resume review, and written feedback. Before our first session, send your resume, target roles, recruiting timeline, and biggest concerns. I’ll use these to focus our work on the areas most relevant to your search. Our sessions follow a practical progression: 1. YOUR STORY AND POSITIONING We refine your resume, practice your background walkthrough, and develop a convincing explanation of why investment banking and why your target roles. 2. TECHNICAL PREPARATION We work through financial statements, valuation, DCF analysis, and transaction questions. You’ll explain answers aloud, respond to follow-up questions, and learn the reasoning behind the concepts. 3. MOCK INTERVIEW AND DEAL DISCUSSION We simulate an interview and practice discussing a transaction, company, or relevant project. You’ll receive specific feedback on accuracy, structure, confidence, and delivery—and practice improving your answers. 4. NETWORKING AND NEXT STEPS We sharpen your target list, outreach messages, and follow-up approach. We also revisit remaining weaknesses and establish a focused preparation plan. My style is direct, supportive, and interactive. Expect to spend much of our time practicing, explaining your thinking, and applying feedback. Between sessions, you’ll complete targeted exercises based on the gaps we identify. I bring experience from Merrill Lynch investment banking, investing, public-company boards, and teaching. I’ll help you connect technical knowledge to how bankers evaluate businesses and communicate with clients. Where there is a relevant relationship and I can confidently recommend you, I may make a personal introduction or referral within my network. These depend on your readiness, fit, and the contact’s availability; introductions and employment outcomes are not guaranteed. You’ll leave with stronger interview answers, clearer positioning, written feedback, and a practical plan for continuing your search.
- A stronger resume and a concise, credible explanation of your background and goals.
- Improved answers to core investment banking technical and behavioral questions.
- A target-firm list, personalized outreach messages, and a practical follow-up plan.
- Consideration for relevant personal introductions or referrals when fit, readiness, and relationship availability support them.
Meet your expert
Andrew G.
Expert Investment banker to train you
My background is a combination of military leadership, institutional finance, entrepreneurship, and coaching. I graduated from the United States Military Academy at West Point, served as an Army officer, earned my MBA from Columbia Business School, and became a CFA charterholder. Professionally, I have worked across investment banking, hedge funds, private equity, family office investing, capital markets, and public-company board service. I have also founded and built businesses, advised companies, raised capital, evaluated investments, and worked with executives, entrepreneurs, investors, and students at different stages of their careers.
