Investment Banking Interviews: Technical Prep
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's included
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.
- 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
Meet your expert
TJ H.
Ex-BofA Director | Investment Banking Recruiting & Transitions
I’m currently co-founder of Fownder Group - a founder focused advisory and investment banking firm as well as a former investment banking Director with ~15 years of total experience, including ~9 years of bulge bracket investment banking experience, advising founders, private equity sponsors, and management teams on M&A, capital raises, and strategic finance. Over the course of my career, I’ve advised on ~$15bn in completed transaction value. I began my investment banking career in 2016 in the large-cap Consumer & Retail group in New York at Bank of America Securities, before transferring to the large-cap Technology, Media & Telecommunications (TMT) group, and later relocating to San Diego in 2020 as a VP to help build out the firm’s Middle Market Investment Banking platform—joining as the 40th hire on a team that scaled to ~250 bankers. I went on to launch and lead the firm’s middle-market Residential & Commercial Services sector coverage initiative, building the strategy from the ground up and driving origination and execution across a highly fragmented, founder-owned market. I have executed large-scale transactions, including the $6.0bn take-private of Tech Data and the $5.5bn acquisition financing for Bass Pro Group’s acquisition of Cabela's, as well as a range of middle-market transactions in the $100–$300mm enterprise value range. In addition to my day-to-day efforts to source and execute transactions, I served as the inaugural Associate Development Officer for the Middle Market group, focused on improving the associate experience and increasing the overall quality of the associate class. I mentored ~90 associates and helped shape training, performance management, and feedback processes across the platform.
