When it comes to hedge fund recruiting, real information is tough to find. Part of that is intentional: hedge fund recruiting, by design, is less structured than investment banking interviews or private equity recruiting. Also, many hedge funds are not interested in broadly marketing themselves to candidates. As a result, it’s far more difficult to […]

Does the M&I stock pitch template work for any industry? You might think: “Well, maybe for the standard ones… healthcare, technology, consumer/retail… but for really different industries, you need something different.” Wrong! The most different industry is easily financial institutions (FIG), and commercial banks and insurance firms more specifically. Accounting is different, valuation is different, […]

“There are three ways to make a living on Wall Street – be first, be smarter, or cheat.” -John Tuld, Margin Call It’s one of my favorite quotes from Margin Call… because it’s mostly true. But if you’re applying for IB/PE/HF jobs at the MBA level, this statement doesn’t quite hold up. After all, you […]

Some decisions in life deserve serious, thoughtful contemplation. Other times, you have to make a split-second decision and live with the consequences. Picking companies to pitch in hedge fund and private equity case studies falls somewhere in the middle. If you already have a few companies in mind, you need to decide on one quickly […]

The stock pitch. It might just be the most critical part of any hedge fund or asset management interview… And we ran an entire series on how to construct and present your own stock pitches last year. As an added bonus, there was an exceptional interview with one reader on oil & gas modeling case […]

…And, we’re back. No, I haven’t forgotten about this series and the long-awaited Part 4 – that’s what today is for. Over the past few months, we’ve covered everything that goes into a hedge fund case study, from the market research to the financial modeling and valuation and even the top mistakes to avoid. If […]

Numi Advisory has advised over 400 clients by providing career coaching, mock interviews, and resume reviews for people seeking jobs in equity research and investment management (full bio at the bottom of this article). One of the many benefits of a multi-part series like this is that I can drive you crazy – or at […]

Numi Advisory has advised over 400 clients by providing career coaching, mock interviews, and resume reviews for people seeking jobs in equity research and investment management (full bio at the bottom of this article). Last time around, we learned why hedge fund case studies matter so much, what to think about before getting started with […]

So, what does it really take to dominate case studies and stock pitches in hedge fund interviews? And how can you move from a specific industry group in investment banking (oil & gas) to a hedge fund or private equity firm with a similar focus? The answer, as it turns out, is “Modeling out ultra-deep […]

Numi Advisory has advised over 400 clients by providing career coaching, mock interviews, and resume reviews for people seeking jobs in equity research and investment management (full bio at the bottom of this article). Few things in this world strike as much terror into the hearts of eager bankers looking to move to the buy-side […]

Hedge funds: the dream of every aspiring financier (or at least, most of them). And when the market tanks and companies start failing left and right, distressed hedge funds become even shinier and more attractive than plain vanilla hedge funds. But since they’re so secretive, it’s also hard to find much information on breaking in, […]

So, what about those part-time MBA programs? Do banks and finance firms take them seriously, even if they’re online? What about continental Europe recruiting vs. the UK? Today you’ll learn about those and other topics from a reader who recently broke into the finance industry in Germany. This reader also did an internship at a […]