Analyst 


Candidate must have University GPA over 3.2 and must not have an MBA degree 


Candidate must (or will) have graduated from a Top 15 University 


Candidate must have demonstrated interest in finance 


Candidate must have the ability to work long hours, be highly analytical, and become a master of Microsoft Excel 


Candidate total years of experience must be less than 3 years 




Associate 


Candidate will normally have 2 years of experience as an Analyst at this bank or other similar bank 


Candidate must have demonstrated advisory experience on M&A transactions 


Candidate must have the ability to manage analysts and be respected by analysts 


The restriction on number of years as an analyst can be relaxed if at least 2 associates recommend the candidate strongly 




Principal 


Candidate must have an MBA degree from a full-time two-year program 


Candidate must have 4+ years of experience in investment banking, familiar with various M&A strategies, familiar with valuation methodologies 


Candidate must have experience managing analysts, managing due diligence for an advisory project, and interacting with clients 


Candidate must have 3 strong recommendations from either other associates or principals


Jack joins the bank fresh out of college at age 22 as an Analyst. What is the minimum number of years for Jack (from age 22) before Jack can become a Principal at this same bank? 


2

4

4.5

6

6.5

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