Investment Banking Interview Q & A



The IB Interview Questions are of the basic interaction questions and needs personlization.


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About the Blog : An Outline

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Investment Banking Nerd is a Knowledge Repository. Hi,  My name is Ishika Mishra and I'm a blogger by hobby. My journey of blogging started with an amazing theory, my English subject teacher always scolded me for my spelling and verbs usage mistakes, you will very easily find the same in this write up also.  To tell you about my current blog "Investment Banking Nerd", it's an amazing creation that I love to do everyday. This blog helps many people from a ' Student ' who wants to enter Investment Banking to those working in Investment Banking industry and wants to research about Investors and documentations tools and it's importance.  Investment Banking Nerd blog is a creation of Knowledge base and a Portfolio for me !! Isn't it's amazing the you are working anywhere in this world and you just type in on the net your very own website name and everything you know & had made repository of comes off in a second in front of your eyes. This is the i...
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How to do Forecasting of Financials ?

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I'm learning this from youtube videos. Two methods of taking forecast :  1. Through Formula  In this we use =forecast(Xs,knownYs,knowYs) Eg : In this we will already had data till 2024, we had put in the formula =forecast(2025,Revenue (2019:2024), Year (2019:2024)) 2. Forecast on the Data Tab ! We have taken the same data as the 1st formula ! These are for one line data and provide very accurate answers, but for more and better data one need to understand the technicality of growth and it's rate. 
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How to start Python ?

I want to start learing Python for Data Science and AI experiment.   Resources :  1.  Jupyter  2. Colab Right know I'm starting with these two platforms.  Special thanks to Thu Vu a youtuber to help me begin thru her videos. How to start ?  Learning Python Basics Basic Packages Remember to check Code Crafter Why I want to learn this language, what's my benefit ?
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How to Forecast 5 year Income Statement

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Let's take the assumption as :  Forecast period: 5 years YoY Revenue Growth: 10% COGS % Revenue: starting at 77%, assume declining margin to 76% SG&A % Revenue: starting at 16.5%, assume declining margin to 16% Depreciation: $787 million for 2022 and then held constant at 1.5% of revenue in each subsequent year Amortization: $82 million for 2022 and then held constant at $100 million in each subsequent year Interest exp: $25 million for 2022 and held constant over projection period Tax rate: 20% This exercise will be really simple and I'm writing this blog for my own reference as a well defined Financial Model summary helps a lot to comeback and understand the formulas and step. So that you can identify mistakes in the new forecast model you are making.  I hope it helps you all in the same way it is helping me. Based on the assumptions we will make a Income Statement Driver portion.  Revenue growth rate is already given at 10% so we will take that for constant for eac...
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How to Research for Energy sector ?

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Unmapped  Energy Core Area of Work (28/02/25) India  National Power Portal :  It will Provide day to day, month to month and years of report on Installed Capacity and Generation, whether that state has achieved the target which was set or not.  Yes Solar is not very much highlighted and is difficult to find, but hydro, thermal and RES is well Defined.  Central Electricity Authority :  The Reports are old but it will help a lot for yearly data rather than the latest.  The Dashboard is yet another best thing to understand the data. Vidyut PRAVAH : For daily demand and price of electricity in different states of India, and it's per unit price.  Global Global Energy Monitor :  It's Google sheet and easy to track, it's basically a overview not detailed perpective. But it really helps when you are working on different countries. 
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What AI I use in Investment Banking ?

AI is no less than an extended arm to my daily work, although the sensitive information always need to be covered up and not disclosed.  My No. 1 AI is :  A. NoteBookLM  It's a Google Product and gives you very accurate answer by reading the Web Link and PDF as source to it. Even you can go and recheck the answer by sources and it specifically mark it for you.  It helps a lot specifically for Rules and Regulations that are 200-500 pgs long and it take a lot of effort to do it all together by yourself.  It almost cut short time by half.  B. ChatGPT  It is very common but very few of us understand how to use it ? The chatGPT works with very clear goals defined and the reason you need the result and then provide a good resource to it if  possible and it will give you really perfect answer.  My tip is that always make GPT remember your last conversation in the same context and it will give you more better result.  C. Perplexity  It is i...
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