The Getting Into Investment Banking Handbook — Investment Banking Practitioner’s Handbook Series

Practitioner’s Handbook

The Getting Into Investment Banking Handbook

John Colley

Cluster A — Getting Into Investment Banking

The Getting Into Investment Banking Handbook

The recruitment process is opaque, the competition is brutal, and most of the advice online is wrong. This is the insider roadmap — written by a senior banker who has sat on both sides of the table — from your first application to surviving your first 90 days on the desk.

10 chapters
209 pages
Priya Sharma case study
Ebook + Paperback
Instant PDF download · Watermarked to your name · DRM-free

Who This Handbook Is For

This handbook is for anyone serious about a front-office investment banking career — whether you are applying from a target university, breaking in from a non-target background, relocating from abroad, or switching careers. If you want to understand how recruitment actually works, rather than how the brochures describe it, start here.

The Target-School Undergraduate
You are reading for a finance, economics or STEM degree, applying to spring weeks and summer internships, against hundreds of equally qualified peers. You have the grades — what you lack is the insider map of how recruitment screens, sequences and decides. This closes that gap.

The Non-Target or Postgraduate Candidate
Strong academics, but from a university the bulge brackets do not actively recruit — or a master’s student converting into finance. The front door is narrower for you, not closed. This shows you the off-cycle and networking routes that get non-target candidates into the room.

The International Applicant
You are targeting London or New York from a non-UK background and weighing visa sponsorship against which financial centre is realistic. Chapter 8 maps the visa pathways, the firms that sponsor at which levels, and the credential positioning most guides leave out.

The Career-Changer
You are coming from the Big 4, consulting, law, corporate or the military, and want a lateral move into a front-office seat. You already have skills banks value — the questions are route, timing and positioning, and this handbook answers all three.

What’s Inside

Ten chapters that follow the real sequence of getting hired — from deciding whether banking is right for you, through credentials, applications and interviews, to the offer and the career beyond it. The Priya Sharma case study runs throughout, showing every decision in practice.

10 Chapters · Priya Sharma Case Study Throughout

  • 01

    What Investment Banking Actually Is — And Whether It Is Right for You
    Understand how the industry is really structured — divisions, firm tiers, the analyst role — so you target the right seat, not simply a bank.

  • 02

    Building Your Credentials — What Banks Actually Look For
    The five criteria banks screen on, scored against your own profile, with an eight-week plan to close the gaps before you apply.

  • 03

    The CV and Cover Letter — Getting Past the First Filter
    Build an IB-convention CV with CAR-framework bullets that survives the screen which eliminates most applicants before a human reads a word.

  • 04

    Networking — The Infrastructure Most Candidates Underestimate
    A five-phase outreach methodology that turns cold contacts into the referrals that actually move an application forward.

  • 05

    The Application Process — Timelines, Portals and the Off-Cycle Opportunity
    Run a multi-firm campaign across structured and off-cycle channels — and know which one fits your profile and your timing.

  • Plus five more: technical interview preparation (three-statement linkage, DCF, comps, the EV-to-equity bridge and accretion/dilution, with worked examples); behavioural interviews and the Why IB question; the international-candidate and career-changer routes; managing the offer and your first 90 days; and the long game — exits to private equity, promote-in-place, the MBA decision, and the relationships that carry a career.

Preview the Content

Listen, watch, and explore before you buy. These study materials are generated from the handbook itself.

NotebookLM Audio
Audio Overview
A practitioner deep-dive on breaking into investment banking — listen in the browser.

NotebookLM Video
Video Overview
A short visual walkthrough of how the recruitment process really works.

Getting Into Investment Banking — skills infographic
NotebookLM Visual
The Skills Infographic
The whole path to a first IB seat on one page — tap to view full size.

NotebookLM Slides
Slide Deck
The key ideas as a slide deck — opens as a PDF in a new tab.

150,000+
Students Enrolled

30+
Published Courses

30+
Years in IB & M&A

141
Handbooks in the Series

The Getting Into Investment Banking Series

This handbook is part of a structured sequence. Each title builds on the last — or stands alone as a reference.

Get the IB Skills Roadmap

A free visual guide mapping every skill you need across valuation, M&A, and deal execution — plus which handbooks and courses cover each one.


No spam. Unsubscribe anytime. You’ll also receive occasional handbook launch updates.


PHOTO

John Colley

Cambridge University MA · MBA (Distinction), Bayes · Former British Army Captain · 30+ Years in IB, M&A & PE

John started his investment banking career in 1988 and has spent over three decades in IB, M&A, and private equity. He now teaches over 150,000 students across 30+ online courses and is writing the largest practitioner-authored investment banking content library available online — the 141-title Investment Banking Practitioner’s Handbook Series.

Ready to Break Into Investment Banking?

Instant PDF download · Watermarked to your name · DRM-free