Preparation Materials for Finance Recruiting
Technical guides, networking frameworks, and interview prep for investment banking, private equity, and hedge fund roles.
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What's Included
Preparation materials covering the core areas of finance recruiting.
Interview Frameworks
Structured approaches to technical and behavioral questions asked at top firms.
Technical Guides
Valuation, M&A mechanics, LBO modeling, and accounting fundamentals.
Networking Templates
Email and LinkedIn templates for cold outreach and informational interviews.
Recruiting Timelines
Calendars for IB, PE, and hedge fund recruiting cycles.
Resume Frameworks
Structures for positioning your experience for finance roles.
Firm Research
Interview patterns across bulge brackets, elite boutiques, and buyside firms.
Playbooks
Detailed guides for technical interviews, networking, and recruiting preparation.
IB Technical Interview Guide
400+ technical questions with detailed answers. DCF, LBO, M&A, accounting—everything tested at bulge brackets and elite boutiques.
- 400+ real technical interview questions with answers
- Accounting fundamentals: 3-statement modeling deep dive
- DCF valuation: step-by-step walkthrough with edge cases
PE Recruiting Playbook
Navigate on-cycle chaos, build headhunter relationships, and crush PE interviews. From first call to signed offer.
- On-cycle vs. off-cycle: complete timeline breakdown
- Headhunter relationship strategy (who to target, how to stand out)
- PE technical questions: LBO mechanics, deal math, portfolio questions
Networking & Cold Email Playbook
50+ email templates, LinkedIn scripts, and follow-up sequences that actually get responses. Built for non-targets.
- 50+ cold email templates (IB, PE, HF-specific)
- LinkedIn outreach sequences with response rate data
- The follow-up framework: timing, tone, and persistence
Resume Services
Professional resume review and rewriting for finance recruiting.
Resume Review
Detailed line-by-line feedback on your resume with specific rewrite suggestions. We identify weaknesses in positioning, bullet structure, and overall narrative—then show you exactly how to fix them.
- Line-by-line written feedback
- Bullet point restructuring suggestions
- Quantification opportunities identified
- Positioning and narrative assessment
- Format and layout recommendations
- One round of follow-up questions
Resume Rewrite
Complete resume overhaul from scratch. We rebuild your resume using frameworks proven at top firms—transforming your experience into the positioning that gets callbacks.
- Full resume reconstruction
- Experience repositioning strategy
- Optimized bullet point writing
- Quantified impact statements
- Industry-standard formatting
- Two revision rounds included
- Final PDF and Word delivery
What You Get
Structured Content
Organized frameworks covering technical concepts, behavioral questions, and recruiting strategies.
Networking Templates
Ready-to-use email and message templates for reaching out to professionals in the industry.
Recruiting Calendars
Timeline guides for IB, PE, and hedge fund cycles to help you stay on track.
Technical Coverage
Valuation, accounting, M&A, and LBO concepts explained with examples.
From the Blog
Free articles on recruiting and interview preparation.
How to Break Into Investment Banking in 2026: Non-Target, Target, and Lateral Paths
The complete guide to IB recruiting—timelines, networking strategies, and what actually works for each pathway.
Investment Banking Resume Example and Complete Checklist
The exact structure, bullet point formula, and deal-breakers you need to survive the 30-second screen.
The Only Order You Should Learn Investment Banking Technicals In
Accounting → Valuation → DCF → M&A → LBO: why sequence matters more than study time.
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