Finance Roles for New Grads
Explore the most sought-after finance positions, compensation packages, and career paths.
Investment Banking Analyst
Advise companies on mergers, acquisitions, and capital raising.
Financial Analyst
Analyze financial data and provide insights for business decisions.
Private Equity Analyst
Evaluate and execute investments in private companies.
Equity Research Analyst
Research and analyze stocks to provide investment recommendations.
Quantitative Analyst
Develop mathematical models for trading and risk management.
Risk Analyst
Identify and assess financial risks for organizations.
Must-Know Technical Concepts
Master these fundamental concepts before your finance interviews.
DCF Valuation
Discounted Cash Flow analysis values a company based on projected future cash flows discounted to present value.
LBO Model
Leveraged Buyout model analyzes returns from acquiring a company using significant debt financing.
Comparable Company Analysis
Values a company by comparing it to similar publicly traded companies using valuation multiples.
Precedent Transactions
Values a company based on prices paid in similar M&A transactions.
Finance Interview Types
Prepare for these common interview formats in finance recruiting.
Technical Interview
Test your knowledge of finance concepts, accounting, and valuation.
Fit/Behavioral Interview
Assess your motivation, teamwork, and cultural fit.
Case Study
Analyze a business scenario and present recommendations.
Modeling Test
Build a financial model from scratch or fix an existing one.
Finance Resume Bullet Examples
Use these proven resume bullets as templates for your finance applications.
Investment Banking
Executed $2.5B M&A transaction in healthcare sector, conducting due diligence and preparing management presentations for client board
Built comprehensive DCF and LBO models for 15+ potential acquisition targets, identifying $500M+ in value creation opportunities
Prepared 50+ page confidential information memorandum for $800M sell-side mandate, coordinating with legal and accounting teams
Conducted industry analysis and competitive benchmarking for IPO roadshow, supporting $1.2B equity offering
Managed data room with 1,000+ documents for cross-border M&A deal, ensuring timely responses to buyer due diligence requests
Private Equity / Venture Capital
Sourced and evaluated 100+ investment opportunities, leading to 3 deals totaling $150M in deployed capital
Conducted operational due diligence for $200M platform acquisition, identifying $30M in cost synergies
Built detailed LBO models and sensitivity analyses for portfolio company refinancing, optimizing capital structure
Monitored portfolio of 8 companies ($500M AUM), preparing quarterly board materials and performance reports
Led exit process for portfolio company, achieving 3.5x MOIC through strategic sale to industry buyer
Corporate Finance / FP&A
Developed annual budget of $50M across 5 departments, implementing zero-based budgeting methodology
Created automated financial reporting dashboard in Excel/Power BI, reducing monthly close time by 40%
Led variance analysis identifying $2M in cost savings opportunities, presenting findings to C-suite executives
Built 5-year financial forecast model supporting $100M capital investment decision approved by board
Managed quarterly earnings process including guidance preparation, analyst Q&A, and investor presentations
Top Finance Firms to Target
These are the most prestigious firms in finance. Research their culture before applying.