WallStreetPrep
TheBlueBook
65734a9c541dd Interview
WallStreetPrep TheBlueBook 65734a9c541dd
2
Licensed to Jalen Gilmore. Email address:
,About Wall Street Prep
Wall Street Prep was established in 2004 by investment bankers to train the financial services industry.
Today, Wall Street Prep conducts training at more than 150 investment banks, private equity firms, asset
managers, and Fortune 500 companies, and works with over 125+ universities and colleges to bridge the gap
between academia and the real world by teaching the practical skills needed to succeed on the job.
Our client list has since grown to include the world’s top investment banks, such as Goldman Sachs, Evercore,
Lazard, Morgan Stanley, and Perella Weinberg. We are also pleased to announce that our training material is
now used at several of the leading global investment firms, including KKR, Blackstone, Bain Capital, and Carlyle.
For general information on our products and services or technical support, please visit our website at
wallstreetprep.com, or contact our office at (617) 314-7685.
Design and layout by Karlene Leblond
3
Licensed to Jalen Gilmore. Email address:
,If you are interested in learning
how to land your dream job in finance,
this course is for you.
Any GPA, any school
It doesn’t matter what GPA you have or the school you go to. Interview skills are used universally.
That being said, you may have to compensate in certain areas. For example, if you go to a non-
target you may need to network more, or if you have a lower GPA you may need to place greater
emphasis on your experiences in your resume.
No prior experience needed
This guide covers everything you need to master the art of networking and interviewing — from
writing email subject lines to confidently walking into an interview knowing you are equipped to
walk out with the job.
Everyone is welcome
This course is applicable to anyone looking to recruit, whether you are a sophomore in college, an
MBA student, or a professional in another field looking to break into the industry.
Even if you pivot careers, this course will provide you with knowledge
transferable to any career path you choose.
Familiarize yourself with the recruiting timeline:
Standard Timeline Diversity Timeline
The standard timeline for non-diverse Take the standard timeline and subtract 2-4
candidates will typically kick off early Spring of months (late December through March of
your Sophomore year for the Junior/Senior year your Sophomore year). Note, every bank
internships. Recruiting or re-recruiting Junior defines diversity slightly different, so make
year could take place throughout the year but sure you fit within their criteria before
usually most roles will open and close by applying.
Junior/Senior summer in August and September
as they are contingent on the amount of interns
that receive and sign return offers.
It is important to note that recruitment timelines differ between companies. Most IB’s, PE’s, VC’s will recruit on this
timeline although it is important to make a list of your top choices to track their timelines as each may slightly differ.
Licensed to Jalen Gilmore. Email address:
, This industry is
What we won’t cover
no walk in the park The largest bucket that this course
specifically does not cover is the
Breaking into sell-side (IB) and buy-side roles “technical” portion of interviews.
(PE, VC) requires more than submitting an This is roughly half of your
application interview process so
It is important to note that this industry is not easy to understanding these is crucial.
break into and you must be able to identify weaknesses as
a candidate and compensate for such. Wall Street Prep offers technical
courses broken up by industry.
Once you are in, moving around is far easier Wherever you are looking to apply,
Break into the industry now because: we can teach you what you need to
know.
It is harder to break in later in life
You can always leave, but you can’t always come into We also suggest turning to your
the industry from other roles campuses or business school’s
You will learn a ton, get paid well, and meet some great career center for additional
people along the way advice. Campus clubs,
organizations, and mentor
If you are unsure, go for it
programs will all help you with
Worst case scenario is that you get a bit run down, you daily questions that may come up.
learn a handful of transferable skills, and maybe you get
paid a little bit along the way. Regardless, this industry will
open doors others can’t so doing it for a small amount of
time is better than nothing.
This process will sneak up on you, so it is important to start early so when
applications start to open you will be ready to submit!
5
Licensed to Jalen Gilmore. Email address:
TheBlueBook
65734a9c541dd Interview
WallStreetPrep TheBlueBook 65734a9c541dd
2
Licensed to Jalen Gilmore. Email address:
,About Wall Street Prep
Wall Street Prep was established in 2004 by investment bankers to train the financial services industry.
Today, Wall Street Prep conducts training at more than 150 investment banks, private equity firms, asset
managers, and Fortune 500 companies, and works with over 125+ universities and colleges to bridge the gap
between academia and the real world by teaching the practical skills needed to succeed on the job.
Our client list has since grown to include the world’s top investment banks, such as Goldman Sachs, Evercore,
Lazard, Morgan Stanley, and Perella Weinberg. We are also pleased to announce that our training material is
now used at several of the leading global investment firms, including KKR, Blackstone, Bain Capital, and Carlyle.
For general information on our products and services or technical support, please visit our website at
wallstreetprep.com, or contact our office at (617) 314-7685.
Design and layout by Karlene Leblond
3
Licensed to Jalen Gilmore. Email address:
,If you are interested in learning
how to land your dream job in finance,
this course is for you.
Any GPA, any school
It doesn’t matter what GPA you have or the school you go to. Interview skills are used universally.
That being said, you may have to compensate in certain areas. For example, if you go to a non-
target you may need to network more, or if you have a lower GPA you may need to place greater
emphasis on your experiences in your resume.
No prior experience needed
This guide covers everything you need to master the art of networking and interviewing — from
writing email subject lines to confidently walking into an interview knowing you are equipped to
walk out with the job.
Everyone is welcome
This course is applicable to anyone looking to recruit, whether you are a sophomore in college, an
MBA student, or a professional in another field looking to break into the industry.
Even if you pivot careers, this course will provide you with knowledge
transferable to any career path you choose.
Familiarize yourself with the recruiting timeline:
Standard Timeline Diversity Timeline
The standard timeline for non-diverse Take the standard timeline and subtract 2-4
candidates will typically kick off early Spring of months (late December through March of
your Sophomore year for the Junior/Senior year your Sophomore year). Note, every bank
internships. Recruiting or re-recruiting Junior defines diversity slightly different, so make
year could take place throughout the year but sure you fit within their criteria before
usually most roles will open and close by applying.
Junior/Senior summer in August and September
as they are contingent on the amount of interns
that receive and sign return offers.
It is important to note that recruitment timelines differ between companies. Most IB’s, PE’s, VC’s will recruit on this
timeline although it is important to make a list of your top choices to track their timelines as each may slightly differ.
Licensed to Jalen Gilmore. Email address:
, This industry is
What we won’t cover
no walk in the park The largest bucket that this course
specifically does not cover is the
Breaking into sell-side (IB) and buy-side roles “technical” portion of interviews.
(PE, VC) requires more than submitting an This is roughly half of your
application interview process so
It is important to note that this industry is not easy to understanding these is crucial.
break into and you must be able to identify weaknesses as
a candidate and compensate for such. Wall Street Prep offers technical
courses broken up by industry.
Once you are in, moving around is far easier Wherever you are looking to apply,
Break into the industry now because: we can teach you what you need to
know.
It is harder to break in later in life
You can always leave, but you can’t always come into We also suggest turning to your
the industry from other roles campuses or business school’s
You will learn a ton, get paid well, and meet some great career center for additional
people along the way advice. Campus clubs,
organizations, and mentor
If you are unsure, go for it
programs will all help you with
Worst case scenario is that you get a bit run down, you daily questions that may come up.
learn a handful of transferable skills, and maybe you get
paid a little bit along the way. Regardless, this industry will
open doors others can’t so doing it for a small amount of
time is better than nothing.
This process will sneak up on you, so it is important to start early so when
applications start to open you will be ready to submit!
5
Licensed to Jalen Gilmore. Email address:
