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MBA 금융 채용 키트

IB와 PE 채용: 계획, 네트워킹, 커피챗, 기술 면접 준비, 페이퍼 LBO, DCF, 재무제표 3종, 비교기업 분석, 주식 피치, PE 투자 메모, 인턴십, 오퍼 협상, 대출 상환.

1단계

계획

  1. MBA Recruiting Plan Template

    전체

    MBA recruiting season plan: tracks by industry, relative timeline, employment report reading (CSEA), scored target list, computed hours budget, offers, AI rules

    CSEA Standards for Reporting Employment Statistics (2025 revisions)

  2. MBA Networking Tracker Template

    표준

    MBA networking tracker: contact pipeline stages, touchpoint log, follow-up cadence date formulas, computed conversion metrics by employer, weekly review, privacy

  3. MBA Coffee Chat Notes Template

    표준

    Coffee chat worksheet for MBA recruiting: goal, preparation, timed 20 and 30 minute agendas, question bank, structured notes, thank-you checklist, follow-up

2단계

기술 면접 준비

  1. Investment Banking Technical Interview Prep Template

    전체

    Three-statement walk-throughs with tax, EV to equity bridge, comps, precedents, DCF, LBO floor, football field, accretion and dilution, market worksheet, Q&A

    Valuation and EPS practice (IAS 33, IFRS 16, IFRS 18 effective 2027); Kaplan and Ruback 1995; Liu, Nissim and Thomas 2002

  2. Paper LBO Concept Card and Practice Cases Template

    전체

    Sources and uses, debt paydown schedule, exit, MOIC and IRR, MOIC to IRR table, rule of 72, value bridge, sensitivity, two practice cases with answers

    LBO practice; Jensen 1986; Kaplan and Stromberg 2009; Gompers, Kaplan and Mukharlyamov 2016

  3. DCF Valuation Concept Card Template

    전체

    FCFF vs FCFE, driver forecast, Gordon and exit-multiple terminal value with consistency checks, mid-year convention, EV to equity bridge, sensitivity table, multiples cross-check

    Williams (1938); Gordon (1959); Miller and Modigliani (1961)

  4. Three Financial Statements Concept Card Template (IFRS 18)

    전체

    How the income statement, balance sheet and cash flow articulate, IAS 1 vs IFRS 18 layout, MPM reconciliation, IFRS vs US GAAP, worked examples, self-test

    IFRS 18 (2027), IAS 1, IAS 7, IFRS 15, IFRS 16; ASC 230, 606, 842

  5. Comparable Companies Analysis Template (Trading Comps)

    전체

    Trading comps study: peer screen, conventions, calendarisation, EV build, multiples, statistics and outliers, positioning, implied range, football field

    Market practice; IVS 103 market approach (structure aligned, number only)
3단계

딜과 피치

  1. Stock Pitch Template (Long or Short Equity Idea)

    전체

    Recommendation and target, three-point thesis, variant perception, catalysts, bull/base/bear scenarios with KaTeX expected value, risks, sizing, exit triggers

    Buy-side practice; EU MAR Art. 20; SEC Regulation AC

  2. Private Equity Investment Memo Template (LBO, IRR, MOIC)

    전체

    PE deal memo: sources and uses, thesis, market, QoE bridge, value creation plan, valuation, LBO returns and sensitivity, terms, diligence, risks, exit, fund fit

    AIFMD Art. 26-30 (as amended by Directive (EU) 2024/927); EU Merger Regulation 139/2004; FDI screening (Reg 2019/452, Reg 2026/1386); IPEV 2025 (named)
4단계

인턴십과 오퍼

  1. MBA Internship Plan Template

    전체

    10 to 12 week MBA summer internship plan: goals agreed with the manager, stakeholder power-interest map, Gantt project plan, time budget, Friday updates, weighted mid-point review, converting to a full-time offer

    Transition planning (Watkins 2003), goal setting (Locke and Latham 1990), stakeholder mapping (Mendelow 1981)

  2. MBA Offer Negotiation Workbook Template

    전체

    MBA offer negotiation: offer components, school offer-deadline and reneging rules (general), three-offer total compensation with option expected value, 3-year PV and living-cost adjustment, BATNA, reservation point and target, exploding-offer expected utility

    Principled negotiation (Fisher and Ury 1981) and negotiation analysis (Raiffa 1982)

  3. Post-MBA Career Plan Template

    전체

    Post-MBA career strategy: evidence and values, GMAC data on career switching (dated), first-role criteria, 3 to 5 year plan with signposts, skills and network plans, founding and search fund paths, loan PMT and five-year cash sketch with Excel

    Career development research (Super 1980; Ibarra 2003), weak ties (Granovetter 1973), mentoring (Kram 1985)

  4. MBA Loan Repayment Plan Template

    전체

    Post-MBA loan workbook: loan inventory, PMT and CUMIPMT schedules, RAP and Tiered Standard (2026), avalanche vs snowball, refinancing break-even

    Loan amortisation; US federal RAP and Tiered Standard Plan from 1 July 2026