Investment Banking - IBD

I'm working on analyzing historical trends in a basket of 200+ stocks as if they were a real ETF (so: quarterly rebalancing, inclusion bands around a market cap cutoff, etc). The Excel math is getting a litt… more

How many closed deals (full life cycle) as a first year analyst is enough to make a case for a promotion? Or lateral up market?

Favorite brands for sweaters to wear over button downs in office? Merino wool, cable knit etc.

Has anyone ever wanted to establish your own investment bank?

What exits actually offer a social life? 80 hours would be a blessing in contrast to what I’ve been dealing with. I don’t have Friday nights or Saturdays or Sundays anymore.

What are the best exits you’ve seen for M&A analysts (BB) ? Something high-paying with normal hours please!

Is it a lot harder to find job nowadays?

Would you ever take a job in the LMM PE space with a haircut of what you could make in IB?

Any Healthcare IBD VP to help me with a mock interview (45 min call)? Happy to pay as well, thank you!

Any Healthcare Investment Banking (M&A) VP to help me with a mock (1hr call)? Remunerated opportunity - thank you!

Starting to question why IB experience is considered so great. There’s way more technical jobs out there, as an analyst ur just messing in PPT for 50% of the time and then maybe some modeling and bs m… more

What is your exist plan? I don’t see myself working in IB for the next 3 years. Looking to slow down and enjoy life. Due to some family health issues, I have realized that money is not the most import… more

Any Healthcare IBD associate or VP willing to help me on a case study for an interview please? Just need to sense check some assumptions. Thank you!

Guys, I’m an A2 at a Bulge Bracket, becoming A3 in July 2026 and then Associate March 2027. Would you move to an elite boutique (much better at my sector by far, super brand name) but that wants to ke… more

I have 3+ years as a Junior/Financial Analyst with strong financial modeling, valuation, and credit analysis skills, advanced Excel/Python, and BMC + CFI certifications. Finished my BBA in Finance at … more

Base on your experience, worth it to hire a CPA for tax planning around 5k? I would love to hear some stories. I am getting into rentals next year and could use some help to offset my W-2 income.

Analyst 2 here - just starting to model. Did you feel overwhelmed when you just started modeling ? I really do and I can’t help beating up myself, cause some things seem so logical when they’re pointe… more

How’s MM tech / TMT hiring market looking at VP level?

I've got 4 years of experience post bachelors working in a Financial Services firm. Trying to pivot into IBD as an associate. Any tips?

Would it be unprofessional to give your two week notice during the middle of a deal you been working on for 2 months? I want to see it through, but have family member overseas dealing with health issu… more

What was your worst analyst year ? And worst year in banking in general ?

What’s the furthest you’ve traveled for a pitch?

A2 and have less than 24 hours to prep a lateral IB interview. Any recommendations please ?

Does currently working for a sweaty and understaffed firm carry any weight when recruiting for a bigger firm/team?

Would you ever consider a prenup before getting married? The difference in assets is pretty big (a million+). Maybe it’s not a lot to some people but I worked hard for every penny. I am good with ever… more

Is it normal as an analyst 2 to have no visibility? I put together full decks, while associates add maybe 1 page or 2, yet I’m constantly overlooked — left out of loops by MDs, feedback/comment go to … more

Has anyone tried the STR loophole to offset their w2 income? Please share your experience if you have done it. I want to know if the work is worth it. Sucks every time I see how much taxes I am giving… more

Anyone have any experience going from FDD > M&A IB > FDD? I have my CPA and also pursuing CFA Level 1. While I feel my background suits me more on the accounting/FDD side, the M&A comp p… more

How much do you guys pay for rent on a monthly basis? I’m not interested in buying, living in a HCOL city. Paying about 4K a month for a one bedroom. Got the view and other perks. Too much?

Looking back at your career, what were the biggest challenge you faced during your first year as an analyst? It’s wasn’t work related for me. I had move across the country and it was tough being so fa… more

How have bonuses generally been trending in IB the last few years? Arguing with my manager, who claims that the banks generally haven't been paying bonuses for a few years. Really trying to prove … more

Does anyone have the Peak Frameworks IB guide they’d be willing to share or split?

I hate my job and I want to quit everyday. This job is not worth the amount of BS I have to go through everyday. I keep hoping it will get better. VPs, does your stress get any easier after?

Do you know any creative ways decrease your tax bracket to offset your high w-2 income? Besides short term rental. I’m not interested in that. Tired of paying so much is fed and state taxes.

At investment banks, how do you tell a company is over valued or undervalued? Based on p/e only or dcf? Because dcf results vary in a wide range, how is it accurate?

How many deals do you work on throughout the year? I can see real flows has picked up by a decent amount compared to this time last year.

What advice do you have for someone going through the networking and interview process during college? I feel like my advice is pretty basic. I would like to get some thoughts and pass it onto a frien… more

Trading losses
Lost around 7-8L in last 5 years, mostly doing option buying. Feeling depressed.
How are others doing?

I was asked “what tasks or responsibilities of your job do you consider to be your favorite?” during a coffee chat conversation. I answered nothing. I am here to get paid in exchange for my work. Is t… more