What Are Screening Calls in Investment Banking Recruiting?

A screening call is an early recruiting conversation used to decide whether you should advance to formal investment banking interviews. Understanding its purpose—and preparing concise answers—matters because even an informal-sounding call can determine whether you remain in the process.

Author: Ishaan Nair Updated 4 min read

What a screening call is

A screening call is typically a short phone or video conversation held before a first-round interview or assessment. Depending on the firm and recruiting process, it may be conducted by a recruiter, an investment banker, or an alumnus involved in hiring.

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