Investment Banking Insights

Investment Banking Insights

By Alex Mason

What information do you need to know as an aspiring investment banker? Join career-switcher and MBA student Alex Mason as we journey together to uncover the technical (including the famous "400 interview questions") and not-so-technical aspects of the investment banking profession. 


07/15/25

Top 10 IB Recruiting Resources

By popular demand... here are my top 10 recruiting resources for investment banking! 1. 400Q Guide 2. Investment Banking by Rosenbaum and Pearl 3. Financial Statements by Ittelson 4. Wall Street Journal 5. Morning Brew 6. Dale Carnegie 7. ToastmasterRead more

07/01/25

Working Capital Equation (Receivables, Inventory and Payables)

Here's a refresher on the concept of working capital. But we don't just cover the concept today, we'll look at the formula and what it means. Specifically: Working capital cycle (aka the funding gap) = Receivable Days + Inventory Days - Payable DaysRead more

06/24/25

Wells Fargo Update, Plus Ken Moelis Steps Down

Updates in the world of investment banking, regarding Wells Fargo's release from it's $1.95 trillion asset cap. Also, Ken Moelis steps down as CEO of Moelis & Co. The Pulse - Buy Side Recruiting Buy Side Resources (14 Real LBO Case Studies w/Apollo, Read more

06/04/25

Drew Pascarella on Building a Career and Teaching Cornell's IB Immersion

Drew Pascarella is a seasoned investment banker and educator (including my professor!). Drew shares his journey from an IT role at Goldman Sachs to becoming a front-office investment banker at Citi, and eventually transitioning to teaching at CornellRead more

05/28/25

Series 63 Exam Results (Plus Graduation!!)

Series 63 exam results and differences from the SIE. Also…I just graduated from business school!!!! 🙌🏽 Contact: investmentbankinginsights@gmail.com

Choose a podcast episode