Interview template · Investment banking

Investment Banking Interview Template

IB interview template for analyst and associate seats — recruiter fit, accounting & valuation technicals, deal talk, and superday drills in one workbook.

Best for

  • IB analyst
  • IB associate
  • Boutique & bulge bracket

Frameworks

STAR · SOAR · CAR — insert outlines while drafting, or free-write.

Typical rounds

  1. 1. Recruiter / HR

    Why IB, why this bank, résumé walkthrough

  2. 2. Behavioural / fit

    Grit, ownership, teamwork under pressure

  3. 3. Technicals

    Three statements, EV vs Equity, DCF, comps, accretion

  4. 4. Deals & markets

    Pitch, recent deals, judgment calls

  5. 5. Superday

    Back-to-back fit + cold technicals

  • Fit + technicals together

    Motivation stories and statement links live in one process — not two scattered docs.

  • Superday-ready drills

    Cold technical lightning prompts and senior-banker pitch versions included.

  • Markets practice pack

    Pairs with public-markets / finance video drills for HireVue-style screens.

What this IB interview template covers

Investment banking interviews mix a sharp “why banking” story with accounting links, valuation mechanics, and live deal judgment. This template mirrors that stack: recruiter screen, behavioural fit, technical accounting & valuation, deals/markets, then superday.

Use STAR, SOAR, or CAR for fit answers. Keep technical answers structured — walk the statements top-down, state assumptions, and finish with the implication for Enterprise Value or Free Cash Flow.

How to practise

Open the Investment banking workbook from Interview prep, draft answers per prompt, and mark rounds ready as you go. Re-drill weak technicals cold the night before superday — without notes first.

Pair with the public-markets video practice pack if your process starts with a HireVue-style screen.

Interview practiceSTAR methodBehavioural questionsInterview guide

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