Types of Firms
Desirable Skills
Interview
Process
Work After Work
Work/Life Balance
100

Gets most of its revenue from investment advistory and administration fees

What is an investment management firm?

100

Applied techniques, which may come with a degree, can allow a lead role in problem solving

What is data analysis?

100

Getting through this funnel is most difficult early in the interviewing process

What is a "campus or campus arranged interview"?

100

While fun this activity can impact your next day's work

What are broker or salesperson dinners?

100

Avoiding/Limiting this activity at work is a must.

What is a shopping on the internet or spending time on social media?

200

Has significant borrowing/lending with governments, large corporations and other banks

What is a money center bank?

200

This acquired skill which may come with a degree can advance your opportunities

What is coding?

200

Reaching out to these folks working at firms may help in your interview discussions

What are "alumni"?

200

After time at the office, make sure you check its contents before you travel

What is a suit case or brief case?

200

Using one of these for personal use will likely get your fired

What is a business credit card?

300

Provides services such as investing, raising capital and M&A

What is an investment bank?

300

Experience obtained in these studies can advance careers and provide a reset opportunity

What is an MBA?

300

Stating this in a finance interview (especially for investment banking) can help speed up the interview

What is "I don't like to work long hours"?

300

These may require low to medium energy hours on weekday nights after a long day at the office?

What are friends?

300

Having one of these is something you should request on employment

What is a separate work mobile phone?

400

LP of private investors using leverage with risk management to trade traditional/non-traditional assets

What is a hedge fund?

400

This ability magnifies all other skills

What is clear concise communication?

400

Responding with this answer to "Why are you interviewing for this position?" can set a bad tone for the interview

What is "I want to make a lot of money"?

400

This may require additional high energy hours on weekday nights after a long day at the office?

What are a wife and kids?

400

Maintaining a clear separation of this can help your work/life balance

What is business and personal email and text?

500

Typically buys a company and manages it for a while before selling it

What is a private equity firm?

500

Being good at these can help in relationships at the office

What is listening, asking lots of questions and using humor

500

These answers to the question "What motivates you?" can be a plus.

What is "solving problems" and "collaborating with others"?

500

This may also require additional high energy hours on weekday nights after a long day at the office?

What is a client work dinner?

500

Despite COVID, maximizing this will not help your career

What is working remotely?

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