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What to expect at an IB assessment center?

Hey everyone, I’ve been invited to an investment banking assessment center in London next month. I know it involves a mix of interviews, case studies, maybe a group exercise, but I’m not sure exactly what to expect. Does anyone have firsthand experience with the structure or type of tasks (like e-tray, group case, solo modeling)? Thanks!

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Nitesh
Coach
on Sep 27, 2025
9+ yrs of work ex in finance/consulting - Barclays/ x-Citi. 500+ hrs coaching exp. MBA IIM Ahmedabad, Engg IIT Kharagpur

Hi There!

At an IB assessment center in London, you can expect a full-day evaluation that usually includes a combination of technical and behavioral interviews, an individual case study or financial exercise, and some form of group task where they observe how you contribute and communicate under pressure. 

The case might involve analyzing a short company profile, building a simple valuation, or preparing a recommendation, while the group exercise often tests teamwork, persuasion, and structured thinking rather than pure technicals. Throughout the day, the assessors are looking not just at whether you get the “right” answer, but also at how you think, how clearly you explain your reasoning, and how well you interact with peers, so preparation should balance technical refreshers with practicing communication and structured problem-solving.

Rita
Coach
on Sep 26, 2025
Excel in Finance | FREE 15 Minutes Intro Call | Personalised Preparation

Hi there, congrats on the invite! 

At the assessment centers you can expect a mix of technical and fit interviews, a case study, and often a group exercise where they assess teamwork and communication. Some banks also include a short modeling or financial analysis task.

The exact setup varies by firm, but be ready for both technical depth and soft skills.

Good luck with your prep!

Rita

Simon
Coach
edited on Oct 09, 2025
Mastering Deals and Strategy | Seasoned coach

Hi,

most Investment Banking Assessment Centers include a mix of short technical interviews, a valuation or modeling exercise, and a group discussion or presentation. You might get a brief company case where you have to decide whether it’s a good investment, or an Excel task that tests your logic and attention to detail.

The technical part usually covers topics like DCF, trading multiples, and how the three financial statements connect. For the behavioral part, be ready to explain why you’re interested in investment banking and how you’ve handled pressure or teamwork situations in the past.

on Oct 16, 2025
JPMorganChase | CFA® Charterholder | IIFT Delhi (MBA Silver Medalist, Rank-2) | BITS Pilani | DPS (Gold Medalist)

Hi there,
Yes, typical IB assessment centers in London include these elements:

  • Technical + behavioral interviews: Expect questions on valuation methods, accounting, recent deals, plus your motivations and experience
  • Case study (solo): Usually a company profile where you assess valuation, risks, and make a recommendation—can be written or presented
  • Group exercise: You’ll be given a business scenario with other candidates and need to reach a joint decision—assessors watch teamwork, not just the final answer
  • E-tray/inbox task: Less common now, but sometimes used to simulate prioritizing tasks or drafting emails based on incoming messages
  • Modeling test: Some firms include a basic DCF or LBO—time-limited, Excel-based

Focus on being structured, commercial, and collaborative.

Best,
Harrshit M Kansal, CFA, MBA