Download Banker Blueprint PDF

TitleBanker Blueprint
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Total Pages58
Table of Contents
                            Why I Wrote This Guide and What You’re Going to Learn
Does This Guide Apply to You?
How to Become a Drug Dealer
Why Would a Bank, or Any Company, Want to Hire You?
Action Plan, Step 1: Plan Your Strategy
	Your Strategy: Action Steps
Action Plan, Step 2: Craft Your Story
	Your Story: Action Steps
Action Plan, Step 3: Network Like a Pro
	Networking Strategy #1: Developing Relationships
	Networking Strategy #2: Cold-Calling (and Cold-Emailing)
	Your Networking Crash Course: Action Steps
Action Plan,  Step 4: Write a Resume / CV That Wins You Interviews and Offers
	Your Resume: Action Steps
Action Plan,  Step 5: Ace Your Interviews and Win Investment Banking Offers
	Acing Your Interviews: Action Steps
World Conquest & Domination
For Further Learning
Document Text Contents
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Feel free to copy this report and send it to all your friends.

Actually, scratch that...

Please copy this report and send it to all your friends.

Forward it to as many people as possible. The more the merrier!

Print it out, pass it around, and hand out copies to everyone you know.

Just make sure you keep the names and logos on each page intact.

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Once you’ve set up your call or meeting, spend 20-30
minutes doing research on Google, LinkedIn,
Facebook, and any other sources you have access to
(e.g., Bloomberg, FactSet, or Capital IQ) and figure
out where they went to school, where they’ve worked,
and other details such as the deal types they’ve

worked on.

Don’t go crazy with this – you just want enough information to properly
frame your questions. Don’t turn into a stalker and create 10-page bios
of everyone.

5) Make the Call / Attend the Meeting

Aim for 10-15 minutes for a call, and
30 minutes for a coffee meeting. Start
by asking about their work and
educational background and how they
got to where they are today.

Try to draw out their interests, hobbies,
and anything notable they’ve done as
opposed to asking generic questions (“Where do you think the industry /
economy is heading?”). Be personal if you want to be remembered.

Don’t brag about your accomplishments or
attempt to sound “smart.” If they want to test your
knowledge, they’ll test it – so be prepared, but
don’t pre-empt them.

It can also help you to show a vulnerability; you
don’t want to come across as so confident that
you don’t need their help. So after you’ve asked
about the other person, ask for his/her advice on
a challenge you have.

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6) Make Your “Mini-Ask”

As the conversation or meeting is drawing to a close, ask if it’s OK to
follow-up with any additional questions you have, ask for referrals (if
applicable), and suggest meeting in-person in the future.

Why should you ask for favors in your first call or meeting?

To condition the person into helping you.

It’s just like dating: if you treat someone as a friend, you will never move
beyond the “friend zone.” If you want a relationship, you need to act like
more than a friend from the start.

And if you want to get interviews from your networking efforts, you
need to ask for them.

7) Follow-Up

This is very simple:

1. Aim to follow-up at least once every 2-3 months so they
remember you.

2. But only follow-up when you have a “reason why” – a request
for referrals, advice, help with recruiting, a planned weekend
trip, etc. If you don’t have a “reason why” and you need to follow-
up, make one up. You’ll be doing this a lot in finance…

3. Email is fine for quick requests – you can ask for a phone call or
an in-person meeting for something more detailed, but it’s not
always necessary.

Follow-up is good, but making a great first impression is far more
important. This is why you spent time outlining on your “story” and
researching the person beforehand.

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And if you want to learn the concepts behind the technical questions in-
depth and get up to speed on what you’ll do on the job, check out the
Excel & Fundamentals course:

The bonus case studies included in that course also serve as excellent
practice for private equity interviews and case studies, assessment
centers, and more.

Most Interview Guides Suck... This
Guide Will Get You Better Results
Than Anything Else Out There
The BIWS Investment Banking Interview Guide gives you a detailed
breakdown of the 15 categories of "fit" questions... preparation
guidelines... and response structures. There are 127+ questions with
model answers. You also get 15 templates for walking through
your resume, covering most common backgrounds.

How to Learn Valuation and
Financial Modeling and Dominate
Investment Banking Interviews
Master Excel shortcuts, formulas, formatting, graphs/charts,

and more, and get a crash course on accounting, 3-statement

modeling, valuation, merger models, and LBO models… plus

bonus case studies based on real deals.

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Resume/CV Editing and Coaching

And finally, if you’re looking for an even more comprehensive
networking, interview prep, and personalized assistance solution, check
out resume/CV editing and coaching packages:

 Investment Banking Resume Editing Services
 Investment Banking Coaching Services

Return to Table of Contents.

Land All the Finance Interviews
and Job Offers You Desire and
Discover how to pitch yourself perfectly, network like a pro,
present your work experience in the most effective way

possible, and convert your networking efforts into interviews

and offers more effectively.

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