Wednesday, February 27, 2008

Investment Bank Profile & Market DataTemplates

Please provide me with feedback regarding if you like these templates, if you find them helpful, and any changes you think would make them better. These are for you, so let me know how you want them!

Investment Bank Profile Template

Market Data Template

I have created an Investment Bank Profile Template and a Market Data Template using Google Docs. I have adjusted the formatting on these docs so they will print off cleanly. Make sure to print off the Market Data doc in landscape format so the entire table prints out.

The purpose of these Google Doc is so you can have a short and dirty one page summary of must know info on each bank you are currently interviewing with and on current market data. Now you can print out a bank profile, fill out one for each investment bank you are interviewing with, and take this sheet with you to your interviews, classes, etc... so you can review it any time.

The Market Data sheet is easy to fill in by going to and copying down the information. To get the Fed Funds Rate I recommend using It gives a simple and quick overview of key interest rates.

In order to keep your information organized, I suggest using a three ring binder to hold these sheets. There is a lot of information to remember when you are interviewing with 5 - 10 banks at a time. Or just print them off one-by-one as your interviews come up. This should help make your life a little easier and you should not miss any of these basic questions in an interview.


Anonymous said...

Hi, This is simply amazing.I like your blog very much and i'm constantly following it.

BTW, what do you mean by 'questions specific to this bank?' You mean that those questions (about bank)we need to be prepared for the interview?

I also would like to see posts regarding applications to different positions in the bank (say , investment banker , operations dept, IT in IB etc)

Thanks once again !

Dallas Investment Bank said...


Really it is a nice blog. Investment banks primarily work in the investment markets and do not take customer deposits. It offers advice for a wide range of transactions a company might engage in. Thanks a lot...