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Investment Banking Insights

by Alex Mason

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Latest episodes

Top 10 IB Recruiting Resources

July 15, 2025 · 13 min

By popular demand... here are my top 10 recruiting resources for investment banking! 1. 400Q Guide 2. Investment Banking by Rosenbaum and Pearl 3. Financial Statements by Ittelson 4. Wall Street Journal 5. Morning Brew 6. Dale Carnegie 7…
Working Capital Equation (Receivables, Inventory and Payables)

July 1, 2025 · 12 min

Here's a refresher on the concept of working capital. But we don't just cover the concept today, we'll look at the formula and what it means. Specifically: Working capital cycle (aka the funding gap) = Receivable Days + Inventory Days…
Wells Fargo Update, Plus Ken Moelis Steps Down

June 24, 2025 · 10 min

Updates in the world of investment banking, regarding Wells Fargo's release from it's $1.95 trillion asset cap. Also, Ken Moelis steps down as CEO of Moelis & Co. The Pulse - Buy Side RecruitingBuy Side Resources (14 Real LBO Case Studies…
Drew Pascarella on Building a Career and Teaching Cornell's IB Immersion

June 4, 2025 · 53 min

Drew Pascarella is a seasoned investment banker and educator (including my professor!). Drew shares his journey from an IT role at Goldman Sachs to becoming a front-office investment banker at Citi, and eventually transitioning to teaching…
Series 63 Exam Results (Plus Graduation!!)

May 28, 2025 · 5 min

Series 63 exam results and differences from the SIE. Also…I just graduated from business school!!!! 🙌🏽 Contact: investmentbankinginsights@gmail.com

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IB Recruiting Outside of NYC

May 20, 2025 · 9 min

Most of the investment banking jobs in the United States are in New York...but what if you want to work somewhere else? Setting up your life in a physical location is a big decision that impacts your entire lifestyle. Today we cover how to…
Finding Your Champion with Pete Fraser

April 29, 2025 · 49 min

Today we're sitting down with Pete Fraser, a former mechanical engineer who successfully pivoted to investment banking after his MBA at Cornell. Pete shares his journey from working in a steel mill in Gary, Indiana to landing a coveted…
How to Un-lever and Re-lever Beta

April 22, 2025 · 10 min

Beta measures systematic risk...great to know, but what do we do with it? In today's episode we'll walk through how to un-lever and re-lever beta based on the capital structure of a target business that you're valuing (e.g. for a DCF…
SIE Exam Results

April 15, 2025 · 5 min

How I did on the Securities Industry Essentials (SIE) exam and advice for you! Contact: investmentbankinginsights@gmail.com
What Is Beta?

March 21, 2025 · 5 min

What does beta mean in finance and what is it used for? A simple explanation. Contact: investmentbankinginsights@gmail.com
Quick NVIDIA Comps Analysis (Capital IQ)

March 11, 2025 · 6 min

Today we're performing a quick comparable companies analysis for NVIDIA in Capital IQ. We'll walk through how to create the set of comparable companies and get to the point of being able to compare trading multiples for similar…
IB Journey Update and Networking Thoughts

March 5, 2025 · 10 min

Today I'll give a quick update on where I'm at in my journey, and share some insights I've learned talking with a several of you! Contact: investmentbankinginsights@gmail.com

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About the show

What information do you need to know as an aspiring investment banker? Join career-switcher and MBA student Alex Mason as we journey together to uncover the technical (including the famous "400 interview questions") and not-so-technical aspects of the investment banking profession.