Acing the Qualitative Finance Interview
Course

Acing the Qualitative Finance Interview

Wall Street Prep
Updated Feb 28, 2019

Course Overview

This course will teach you how to tell your story (and how NOT to tell your story) in a way that sets you apart from your peers. During this 3-hour course, an experienced investment banking instructor will introduce the most common qualitative investment banking and finance interview questions and decompose each one to train participants to read between the lines and understand what is really being asked. Qualitative investment banking interview questions will be divided into the following 4 types: Open-ended questions, Close-ended questions, Anecdotal questions and Skills questions. After each question is analyzed, trainees will learn how to answer each question optimally.

Instructor - Jeff Schmidt

Jeff’s diverse background includes equity research and corporate development, as well as restructuring and investment banking. Most recently, as an Associate at Tudor Pickering Holt & Co, he covered 20 diverse oil and gas companies with a combined market cap of over $300 billion. Prior to TPH, he covered more than 30 oil & gas companies while at Raymond James. He has been an instructor at Wall Street Prep since 2010, where he has conducted seminars for a variety of financial institutions, consulting firms, and corporations. Jeff has also taught at many of the top MBA programs, including Harvard Business School, The Wharton School, Columbia Business School, MIT Sloan School of Management and more. Jeff holds a BS from Texas A&M University, an MBA from the University of Houston, is a CFA charterholder and holds FINRA Series 7, 63, 79 and 86/87 licenses.