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Growth · IB Analyst Interview Guide

Applies via Ashby

How to Pass the 9fin IB Analyst Interview in 2026

The 9fin DNA (TL;DR)

9fin values problem-solving, analytical rigor, and a deep interest in financial markets, especially credit intelligence. They seek candidates who can translate complex data into actionable insights and thrive in a fast-paced, data-driven fintech environment.

The 9fin Interview Loop

Your onsite loop will typically consist of 5 rounds.

  1. 1

    Round 1

    Recruiter Screen
    Motivation, fit, GPA, deal interest.
  2. 2

    Round 2

    Technical Screen
    Accounting, valuation (DCF, comps, precedent transactions), enterprise vs equity value.
  3. 3

    Round 3

    Market Knowledge
    Recent deals, market events, sector outlook, why this firm.
  4. 4

    Round 4

    Superday
    Multiple back-to-back interviews with MDs/VPs covering technical + behavioral + fit.
  5. 5

    Round 5

    Behavioral / Leadership
    Past evidence of ownership, influence, resolving conflict.

The Danger Zone: Top Reasons Candidates Fail

Based on our database of 9fin interview outcomes, avoid these common traps:

  • Claiming to learn something without specific examples of application.
  • Focusing only on financial metrics and neglecting strategic fit or integration challenges.
  • Describing a situation where they simply stated their opinion without active persuasion.
  • Not taking ownership or demonstrating proactive problem-solving.

Test Yourself: Real 9fin Questions

Three real prompts pulled from our database.

Type · Learning

Tell me about a time you had to quickly learn a new technology or skill for a project. How did you approach the learning process, and how did you apply what you learned?

Type · Influence

Describe a situation where you had to influence a colleague or stakeholder who initially disagreed with your perspective. How did you approach it, and what was the result?

Type · Problem Solving

Describe a situation where a project you were working on faced a significant, unexpected obstacle. How did you handle it, and what did you learn from the experience?

+ many more questions, signals, and worked examples

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9fin Interview Question Bank

A sample from our database, grouped by round. Sign up to see the full set.

9 of 21 questions shown

1

Recruiter Screen

1
  1. 1

    Type · Motivation

    Why are you interested in investment banking, and specifically at 9fin within the fintech space?
2

Technical Screen

3
  1. 2

    Type · Valuation

    Walk me through a Discounted Cash Flow (DCF) analysis. What are the key drivers, and what are some common pitfalls?
  2. 3

    Type · Valuation

    Explain the difference between Enterprise Value and Equity Value. When would you use one over the other?
  3. + 1 more questions in this round (sign up to unlock)
3

Market Knowledge

3
  1. 4

    Type · Market Trends

    What are the most significant recent trends or developments in the fintech sector, particularly concerning data and analytics for financial professionals?
  2. 5

    Type · Deal Knowledge

    Can you discuss a recent M&A transaction or financing round within the fintech space that you found interesting? What were the key strategic rationales?
  3. + 1 more questions in this round (sign up to unlock)
4

Superday

3
  1. 6

    Type · Valuation

    How would you value a pre-revenue SaaS company like a hypothetical new product from 9fin? What metrics would be most important?
  2. 7

    Type · Technical

    Imagine 9fin is considering acquiring a smaller competitor. What key financial and strategic factors would you analyze to assess the deal's attractiveness?
  3. + 1 more questions in this round (sign up to unlock)
5

Behavioral / Leadership

11
  1. 8

    Type · Past Experience

    Tell me about a time you had to influence a senior stakeholder or a cross-functional team to adopt your product vision or strategy. What was the situation, what did you do, and what was the outcome?
  2. 9

    Type · Problem Solving

    Describe a situation where a project you were working on faced a significant, unexpected obstacle. How did you handle it, and what did you learn from the experience?
  3. + 9 more questions in this round (sign up to unlock)

Unlock the full 9fin question bank

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Interview tracks at 9fin

How 9fin's DNA translates across functions. Pick your role.

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