Aurum
Download

Investment Banking Recruiting

A dated plan for landing an investment banking analyst or associate offer: target banks, the regional timeline, a banking CV, networking calls, applications, online tests, first rounds and the offer decision.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Then open the Marketplace in the app, search for Investment Banking Recruiting, and click Install. It goes into your own files, and works offline from then on.

What it installs.

1

Pillar

1

Area

50

Projects

200

Starter tasks

🎓 Finance & Business Certifications

Investment Banking Recruiting

Getting an investment banking analyst or associate offer: target lists, networking calls, applications, online tests, first-round interviews and the timeline by region.

  1. Map of how an investment bank is organised
  2. Tiered target list of 30 to 40 banks
  3. Recruiting timeline for your region and level
  4. One-page banking CV
  5. Your why banking, why this bank, why now story
  6. Recruiting tracker for firms, contacts and stages
  7. Dated recruiting calendar with application windows
  8. Professional profile and email tidy
  9. Honest audit of your candidacy
  10. Work authorisation and sponsorship check
  11. Weekly networking outreach routine
  12. Call notes and follow-up system
  13. Monthly recruiting pipeline review
  14. Daily markets and deals reading habit
  15. Weekly deal log of recent transactions
  16. Quarterly contact refresh for warm relationships
  17. Weekly mock interview with a recruiting partner
  18. Weekly application and deadline sweep
  19. Interview debrief log
  20. Cold emails that bankers answer
  21. Running a 20-minute networking call
  22. Behavioural answer bank in STAR format
  23. Two-minute CV walk-through
  24. Online numerical and logical test practice
  25. Situational judgement and game-based tests
  26. Recorded video interview practice
  27. Firm briefs for your top ten banks
  28. Bulge bracket, boutique or middle market for you
  29. Master's or MBA as an entry route decision
  30. Outreach audit when replies dry up
  31. CV rewrite after banker feedback
  32. Bank application pack and submission routine
  33. Post-mortem and plan B after a missed cycle
  34. Choosing between banking offers
  35. Exploding offers and timing conflicts handled well
  36. Bank information session and campus event plan
  37. Diversity programme and recruiting conference applications
  38. Office visit or in-person coffee chat
  39. First-round interview at a named bank
  40. Online test sitting during application season
  41. Signed offer and pre-start checklist
  42. Non-target school recruiting plan
  43. Career changer route into banking
  44. MBA summer associate recruiting
  45. Lateral move from a boutique to a larger bank
  46. International candidate recruiting abroad
  47. Recruiting while working full time
  48. Investment banking in Caribbean and emerging markets
  49. Banking headhunter relationships for laterals and associates
  50. Targeting a niche group such as restructuring or FIG

Where it starts.

Each project arrives with its purpose, milestones and first tasks written out. Here is how the first three read.

Map of how an investment bank is organised

Candidates who say they want "banking" without knowing the difference between a coverage group and a product group sound like tourists in the first five minutes of a call.

First tasks

  • Read the investment banking pages of three bank careers sites and list the groups they name
  • Sketch the division as coverage teams, product teams and the titles inside them
  • Mark two or three groups you would choose first and write one reason each
  • Ask your first networking contact what their group does on an ordinary Tuesday

Tiered target list of 30 to 40 banks

Applying to every bank you have heard of spreads effort thin, while applying only to the famous names leaves you with nothing if those doors close. A tiered list of bulge brackets, elite boutiques, middle-market banks and regional or local firms, sized to your profile, decides where your networking hours go and gives you a safety net from the start.

First tasks

  • List every bank you already know that hires analysts in your target city
  • Add middle-market and regional firms from deal announcements in your target sector
  • Tag each firm reach, match or likely against your current profile
  • Choose the ten firms you will network into first

Recruiting timeline for your region and level

Recruiting calendars differ sharply by region: in the US, many analyst seats are filled through summer programmes recruited more than a year ahead, while London, continental Europe, Asia, the Middle East and Caribbean markets run their own windows, and off-cycle hiring happens all year.

First tasks

  • Find the current year's application opening dates on five target banks' careers pages
  • Ask your careers service when banks in your region usually interview
  • Write down whether you are early, on cycle or off cycle and what that means
  • Re-check the regional timeline when the new recruiting season opens @recurring(yearly)

Make it yours.

Install Investment Banking Recruiting, then tell Aurum the date you're aiming for. It checks whether the plan fits the weeks you actually have.

Free · Mac (Apple silicon) and Windows · v1.0.0 · Other platforms

Blueprints are general information to help you organise your own work. They are not medical, financial, legal or other professional advice. See the Terms.