Investment Banking Insights

Top 10 IB Recruiting Resources

By popular demand... here are my top 10 recruiting resources for investment banking! 1. 400Q Guide [https://mergersandinquisitions.com/400-questions-investment-banking/] 2. Investment Banking by Rosenbaum and Pearl [https://www.amazon.com/Investment-Banking-Valuation-Models-Finance/dp/1119867878/ref=sr_1_1?crid=2Z6KO42IDS1WI&dib=eyJ2IjoiMSJ9.Uku3Nb7A_iGxwyUA8xz4Gt_p5tCCEMS8kawC341CMvQ4rqz9Cf2dyJ-ieFVb2mhTi0uGIlSU8Vr25E2UwaSjRCUT7lgvOCc4ase2ypMoswNUpwFWU_mONbO0qTLWKIr5XDXnB5nUXnzWMlEkSjIso8Orqq_nwL2NvYq74JDZVRVmXrD4C6zFwwzYlS4VnIIQZwTLB1AwTI4DRfE1HRlXiTLNbtcG7rMNSdOSPY0zqNE.ngAJ9AT9g5g2i0M3tzyqufA8eKhcBNdhXyujmW4KXnk&dib_tag=se&keywords=rosenbaum+and+pearl+investment+banking&qid=1752549390&sprefix=rosenbaum+and+pear%2Caps%2C158&sr=8-1] 3. Financial Statements by Ittelson [https://www.amazon.com/Financial-Statements-Step-Step-Understanding/dp/1632652072/ref=sr_1_1?crid=3CM38KJR09R15&dib=eyJ2IjoiMSJ9.coBfkdd1Wz_MbK-Tt_EeYc61IKHL5h480qedJsSqln9F4yOASLAH0mdZQsVkcSu_MYLlrBq-vDueOwPLJhinrJQ4RAudadqNd39TfN_6PKKfI-2mjiuzoJqIHS5aLluXYwD-lsXES5yqKMLjp93o2a2g9GngFG3upJqW-SBevmlPH_sslJSYGk-qLYJjquebbQCA_gDp9qwfKkEy_ufgZcQmgerILrDvzWDyxteZ4nM.HJicmVGlSstI5gnpybDPGLozmqQynaj3mbnookOSd5Q&dib_tag=se&keywords=financial+statements+ittelson&qid=1752549410&sprefix=financial+statements+ittelson%2Caps%2C143&sr=8-1] 4. Wall Street Journal [https://www.wsj.com/subscribe/?gclid=CjwKCAjw1dLDBhBoEiwAQNRiQcsrhyGPBXCS_IGQkNwL7iN1YJ5wRAMtya41jp9aDCzvJDK6OtS27hoCvsAQAvD_BwE&page=wsjcore24s&swg=true&trackingCode=37d0cc4e&ucid=WSJ_SCH_GOO_ACQ_SAL_MGS_NAP_1PW_NAP_BAU&n2IKsaD9=n2IKsaD9&Pg9aWOPT=Pg9aWOPT&Cp5dKJWb=Cp5dKJWb&APCc9OU1=APCc9OU1&gclsrc=aw.ds&gad_source=1&gad_campaignid=303911417&gbraid=0AAAAAD_a1WPj62ksI6XcDLjNpp4Mlrv3U&ef_id=aC4O1AAAAHt1lgNP:20250715031713:s] 5. Morning Brew [https://www.morningbrew.com/] 6. Dale Carnegie [https://dalecarnegie.com/] 7. Toastmaster's International [https://www.toastmasters.org/] 8. Microsoft Excel 9. Perplexity AI [https://www.perplexity.ai/] 10. Notion AI [https://notion.so/] Contact: investmentbankinginsights@gmail.com

Working Capital Equation (Receivables, Inventory and Payables)

Here's a refresher on the concept of working capital. But we don't just cover the concept today, we'll look at the formula and what it means. Specifically: * Working capital cycle (aka the funding gap) = Receivable Days + Inventory Days - Payable Days Thanks so much for supporting the show! Contact: investmentbankinginsights@gmail.com

Wells Fargo Update, Plus Ken Moelis Steps Down

Updates in the world of investment banking, regarding Wells Fargo's release from it's $1.95 trillion asset cap. Also, Ken Moelis steps down as CEO of Moelis & Co. The Pulse - Buy Side Recruiting [https://thepulseprep.com/] Buy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBI Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you. Contact: investmentbankinginsights@gmail.com

Drew Pascarella on Building a Career and Teaching Cornell's IB Immersion

Drew Pascarella is a seasoned investment banker and educator (including my professor!). Drew shares his journey from an IT role at Goldman Sachs to becoming a front-office investment banker at Citi, and eventually transitioning to teaching at Cornell University.  We cover a lot of ground, including themes such as: - the importance of networking and mentorship - building your reputation throughout your career - the evolving landscape of investment banking education It was an honor to interview someone who played such a big role in my journey these past two years. So Drew - thank you for coming on the show! The Pulse - Buy Side Recruiting [https://thepulseprep.com/] Buy Side Resources (14 Real LBO Case Studies w/Apollo, Blackstone, KKR, etc.) For 10% off enter: IBI Disclaimer: This post contains affiliate links. If you make a purchase, I may receive a commission at no extra cost to you. Contact: investmentbankinginsights@gmail.com

Series 63 Exam Results (Plus Graduation!!)

Series 63 exam results and differences from the SIE. Also…I just graduated from business school!!!! 🙌🏽 Contact: investmentbankinginsights@gmail.com