Tell me about yourself
Theme: Personal Background Role: Investment Banker Function: Finance
Interview Question for Investment Banker: See sample answers, motivations & red flags for this common interview question. About Investment Banker: Advises clients on financial investments and deals. This role falls within the Finance function of a firm. See other interview questions & further information for this role here
Sample Answer
Example response for question delving into Personal Background with the key points that need to be covered in an effective response. Customize this to your own experience with concrete examples and evidence
- Education & Qualifications: I have a Bachelor's degree in Finance from XYZ University. During my studies, I focused on courses related to investment banking, financial analysis, and capital markets. I also obtained certifications such as the Chartered Financial Analyst (CFA) designation
- Work Experience: I have worked as an intern at ABC Investment Bank, where I gained exposure to various aspects of investment banking, including financial modeling, valuation, and due diligence. I also assisted senior bankers in preparing pitch books and conducting market research. Additionally, I have completed internships at XYZ Asset Management and DEF Private Equity, where I developed a strong understanding of different investment strategies and portfolio management
- Skills & Expertise: I have developed strong analytical skills through my coursework and practical experience. I am proficient in financial modeling, valuation techniques, and conducting in-depth financial analysis. I am also skilled in using industry-standard software such as Excel, Bloomberg, and PowerPoint. Furthermore, I possess excellent communication and presentation skills, which I have honed through various team projects and presentations
- Achievements & Accomplishments: I was awarded the Best Finance Student of the Year at XYZ University for consistently achieving top grades and actively participating in extracurricular activities related to finance. I also received recognition for my contribution to a successful IPO project during my internship at ABC Investment Bank
- Passion & Motivation: I am passionate about the world of finance and investment banking. I am driven by the dynamic nature of the industry and the opportunity to work on complex financial transactions. I am motivated to continuously learn and stay updated with market trends and industry developments
- Fit for the Role: Given my educational background, relevant work experience, and strong skill set, I believe I am well-suited for the role of an investment banker in the finance function. I am confident in my ability to contribute to the success of your organization by leveraging my knowledge and expertise in financial analysis, investment strategies, and deal execution
Underlying Motivations
What the Interviewer is trying to find out about you and your experiences through this question
- Professional background: To understand your relevant experience and qualifications in finance and investment banking
- Skills & strengths: To assess your abilities in areas such as financial analysis, risk management, and client relationship management
- Fit for the role: To determine if your background aligns with the requirements of an investment banker in the finance function
- Career goals: To gauge your long-term aspirations and if they align with the opportunities available in the organization
Potential Minefields
How to avoid some common minefields when answering this question in order to not raise any red flags
- Rambling or irrelevant information: Avoid going off on tangents or sharing personal details unrelated to the job or industry
- Negative or self-deprecating comments: Avoid speaking negatively about yourself or your abilities. Focus on highlighting your strengths and achievements
- Lack of preparation: Avoid giving vague or generic answers. Prepare in advance and tailor your response to highlight relevant skills and experiences
- Overconfidence or arrogance: Avoid coming across as overly confident or arrogant. Strike a balance by showcasing your skills and accomplishments without sounding boastful
- Unprofessional or inappropriate information: Avoid sharing personal or sensitive information that is not relevant to the job. Keep the focus on your professional qualifications and experiences
- Inconsistent or contradictory information: Avoid providing conflicting information about your background or experiences. Be consistent and ensure your responses align with your resume and previous statements