Oppenheimer

How the process runsTypical for an upper middle market investment bank

1. 1ApplicationTypicalOnline application with resume. Classes are mid-sized, and networking with the firm's bankers often decides who is read closely.
2. 2Video interviewTypicalRecorded answers to prompts, a short prep window per question.
3. 3First roundTypicalInterviews with analysts and associates: your story, why the firm, and core technicals.
4. 4Final roundTypicalSeveral interviews, often with a sector or product group, sometimes a short modeling or case exercise.
5. 5OfferTypicalUsually within days of the final round.

Timing between stages shows on each program page once students report it. Firms change formats by year and office; the firm's own invite is the final word.

What it tends to weighTypical of an upper middle market investment bank

• Sell side M&A for private and sponsor owned companies is a large share of the work at firms of this kind.
• Solid accounting and valuation, plus how private equity buyers think, since sponsors are frequent clients.
• Real interest in a sector or product group, and a reason for the firm's size over the largest banks.

behavioral

5 questions

technicals

10 questions

modeling

5 questions

markets

2 questions