The Library

Everything you need
to know, organized.

Curated reading, essential vocabulary, real interview questions, and a recruiting timeline — so you never wonder "what should I be doing right now?"

Recommended Reading
Finance, PE, and credit — the books that actually matter
01
The Buyout of America — Josh Kosman
How private equity took over and restructured American business. Understanding the industry's history and mechanics gives you context no interviewer expects you to have.
02
More Money Than God — Sebastian Mallaby
The definitive history of hedge funds. Gives you frameworks for how successful investors actually think — not textbook theory.
03
Distress Investing — Marty Whitman
Essential if you're targeting credit or distressed funds. Whitman's framework for value investing in distressed situations is the clearest articulation of how credit funds think about downside.
04
King of Capital — David Carey & John Morris
The Blackstone story. Required reading if you want to understand how megafunds operate, how deal teams are structured, and how culture works at the top.
05
Investment Valuation — Aswath Damodaran
The technical bible. Not a cover-to-cover read — use it as a reference for how to think about any valuation question you get stuck on.
06
Concentrated Investing — Allen Benello et al.
Profiles of legendary concentrated investors (Keynes, Loeb, Munger, others). Teaches the conviction behind position-taking — a skill interviewers probe for.
Key Terminology
The vocabulary you need before you walk in the door
EBITDA
Earnings Before Interest, Taxes, Depreciation and Amortization. The most common operating profitability metric in PE. Used as the denominator in entry/exit multiples.
Entry Multiple / Exit Multiple
The EV/EBITDA multiple at which a fund buys (entry) and sells (exit) a company. IRR is highly sensitive to multiple expansion or compression.
IRR (Internal Rate of Return)
The annualized return on an investment. PE funds target 20-30%+ IRR. Driven by entry price, leverage, operational improvement, and exit timing.
MOIC (Multiple on Invested Capital)
Total return expressed as a multiple: exit value / invested equity. A 3.0x MOIC means you tripled your money. Used alongside IRR to evaluate returns.
Cash-on-Cash Return
Same concept as MOIC. Total cash received / total cash invested. Important for credit investments where timing of cash flows varies.
DSCR (Debt Service Coverage Ratio)
EBITDA / (interest + principal payments). Key credit metric. Lenders typically require 1.2x+ DSCR to ensure the business can cover its debt obligations.
PIK (Payment-in-Kind)
Interest that accrues to principal rather than being paid in cash. Common in leveraged loans when a company needs cash flow flexibility. Signals credit stress when added mid-deal.
Portco / Portfolio Company
A company owned by a PE fund. "Portco" is the shorthand everyone uses internally. "I worked on a portco deal" is how analysts describe operating due diligence work.
Dry Powder
Committed but uninvested capital. A fund with $2B dry powder has $2B available to deploy. High dry powder relative to peers creates pressure to invest.
Interview Question Bank
The questions they actually ask — by fund type
PE / Growth Equity — Technical
Walk me through a leveraged buyout model. What are the key drivers of IRR?
How does increasing leverage affect IRR — and when does it stop helping?
What's the difference between enterprise value and equity value?
If a company's EBITDA grows 15% but its debt doesn't change, what happens to the equity value?
Credit / Direct Lending — Technical
How do you assess whether a company can support $X of debt?
What covenants would you include in a leveraged loan to this company?
Walk me through how you'd analyze recovery in a default scenario.
What's the relationship between DSCR and default risk?
Behavioral — All Funds
Walk me through a deal or project you worked on. What decisions did you make?
Why do you want to work specifically at this fund?
Tell me about a time you received critical feedback. How did you respond?
What's a sector you find interesting right now, and why?
Preview only · Full bank in Levered platform
Recruiting Timeline Calendar
When things actually happen in buy-side recruiting
Jan–Feb
Semi-Target Networking Season Starts
Reach out to alumni at target firms. This is when relationships are built, not when interviews are happening. Don't wait until applications open.
Mar–Apr
Summer Internship Applications (Sophomore)
Boutique banks and family offices start reviewing sophomore candidates. Apply now with your networking groundwork already laid.
Jun–Aug
Summer Internships + IB Superday Season
BB banks run analyst program superdays. Junior year summer internships start. Your manager becomes your most important reference for next year.
Aug–Sep
On-Campus Recruiting Kicks Off
IB programs formally recruit at target schools. For semi-targets: leverage your summer internship and network intros — don't rely on on-campus recruiting alone.
Sep–Nov
PE / Credit Off-Cycle Recruiting
Mid-market PE and credit funds recruit on a rolling basis. This is where semi-target students have the best shot — recruiting is relationship-driven, not mass-application.
Jan–Mar
Offer Decisions + Negotiation
Most offers are extended. Don't accept the first number — negotiate signing bonus and start date. Semi-target students undersell themselves at this stage more than any other.

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