CAREER PROGRAM

Investment Banking

Master financial modeling, valuation techniques, and interview skills for top-tier banks

Intermediate
125 hours

Program Overview

The SageArk Investment Banking Program is designed to prepare ambitious students and professionals for the highly competitive investment banking recruitment process. This comprehensive program builds the technical skills, industry knowledge, and interview preparation needed to secure analyst and associate positions at bulge bracket banks, elite boutiques, and other financial institutions.

Program Highlights: Our students have secured offers at Goldman Sachs, Morgan Stanley, JP Morgan, and other top financial institutions, with placement rates exceeding 80% for those who complete the full program.

What You'll Learn

Financial Modeling

Build comprehensive financial models from scratch, including three-statement models, DCF valuations, LBO models, and M&A analyses. Learn industry best practices for Excel efficiency and financial forecasting.

Valuation Techniques

Master various valuation methodologies including comparable company analysis, precedent transactions, DCF analysis, and LBO analysis. Understand how to apply these techniques to different industries and company stages.

Technical Interviews

Prepare for technical interviews with comprehensive training on accounting, finance, and valuation questions. Develop confident responses to common technical and behavioral questions through extensive mock interviews.

Deal Analysis

Analyze real-world M&A transactions, IPOs, and restructuring cases to understand deal dynamics and strategic considerations. Learn how to develop investment theses, identify synergies, and evaluate transaction structures.

Networking & Recruiting

Master effective networking strategies specifically for investment banking recruiting. Learn how to navigate the recruitment process, from initial outreach and informational interviews to superdays and offer negotiations.

Program Structure

  • Overview of investment banking industry and career paths
  • Key investment banking products and services
  • Understanding the deal process and transaction lifecycle
  • Accounting and finance fundamentals review

  • Excel shortcuts and best practices for efficiency
  • Building three-statement financial models
  • Financial statement analysis and interpretation
  • Forecasting techniques and sensitivity analysis

  • Comparable company analysis (trading comps)
  • Precedent transaction analysis (deal comps)
  • Discounted cash flow (DCF) analysis
  • Leveraged buyout (LBO) modeling

  • Mergers and acquisitions process and structures
  • Accretion/dilution analysis
  • Synergy valuation and analysis
  • Case studies of recent major transactions

  • Resume and cover letter optimization for investment banking
  • Technical interview preparation (accounting, valuation, and finance)
  • Behavioral interview strategies and storytelling
  • Networking tactics and recruitment timeline planning

Program Details

Who This Program Is For

  • Undergraduate finance/business students
  • MBA candidates targeting IB roles
  • Professionals seeking to lateral into banking
  • Those with strong quantitative aptitude

What You'll Receive

  • 8 live group sessions (2 hours each)
  • 3 one-on-one technical mock interviews
  • Financial modeling templates and guides
  • Resume and cover letter review

Program Schedule

  • 10-week structured program
  • Weekly sessions (evenings and weekends)
  • Flexible scheduling for 1:1 sessions
  • Next cohort starts: Monthly

Prerequisites

  • Basic understanding of accounting
  • Proficiency with Excel
  • Strong analytical aptitude
  • Commitment to extensive practice

Success Stories

The SageArk Investment Banking Program transformed my technical skills and interview preparation. Coming from a non-traditional background in engineering, I needed to quickly develop financial modeling expertise and industry knowledge. The program's structured approach and hands-on projects helped me build confidence in technical interviews. The mock interviews were particularly valuable – they were more challenging than my actual interviews! I'm now starting as an analyst at Goldman Sachs.

— Sophia L., Investment Banking Analyst, Goldman Sachs

I had basic finance knowledge from my undergraduate program, but SageArk's Investment Banking Program took my skills to a completely different level. The financial modeling training was extensive and practical, teaching me how to build models efficiently and accurately. The instructors' real-world experience provided insights you can't get from textbooks. Their guidance on networking strategies was instrumental in helping me secure interviews at elite boutiques that typically don't recruit at my school. I received three offers and accepted a position at Lazard.

— Daniel T., Investment Banking Analyst, Lazard

Frequently Asked Questions

While a finance background is helpful, it's not required. Many of our successful students come from engineering, mathematics, economics, and other quantitative fields. What's most important is strong analytical abilities and willingness to learn. We've designed the program to accommodate students with varying levels of finance knowledge, starting with foundational concepts before advancing to more complex topics. If you're coming from a non-finance background, we recommend reviewing basic accounting concepts before the program starts.

While online courses can provide technical knowledge, our program offers several distinct advantages: 1) Personalized feedback on your models and valuation work from experienced investment bankers, 2) Real-time guidance during live modeling sessions, 3) Mock interviews with industry professionals who have actual hiring experience, 4) A structured curriculum that builds skills progressively, and 5) Networking guidance specifically tailored to your background and target firms. Our interactive approach ensures you not only learn concepts but can apply them effectively in interviews and on the job.

Over 80% of students who complete our full program receive at least one offer from an investment bank, with approximately 65% securing positions at bulge bracket banks or elite boutiques. However, placement rates vary based on factors including academic background, prior work experience, and target geographic location. Our program significantly improves your technical skills and interview performance, but securing interviews still depends on factors like your university, GPA, and prior work experience. We focus on maximizing your competitiveness for the opportunities you can access.

Investment banking recruitment timelines have accelerated significantly in recent years. For full-time analyst positions, preparation should ideally begin 12-15 months before your intended start date. For summer internships, which often convert to full-time offers, preparation should start at least 3-4 months before applications open (typically in the summer before your penultimate year). For experienced professionals looking to lateral, a 3-6 month preparation period is typically sufficient to develop the technical skills necessary for interviews. The program is designed to accommodate these various timelines, with cohorts starting monthly.

Ready to Launch Your Investment Banking Career?

Enroll now to secure your spot in our next cohort. Space is limited to ensure personalized attention.

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