Case Study: UBS Investment Banking (M&A) – From Warwick to Off‑Cycle Internship

hassan2990
Oct 28
2 min read

Updated: 6 days ago

At a Glance

Frameworks: VTMR™, PEAL‑3™, PEAL‑X™, STAR‑3™, BDC™
Delivery: 60–90s video answers; pressure‑proof competency stories
Evidence: recruiter outreach requesting call‑back (redacted proof on file)

Before

Target‑school candidate with strong grades and scattered signalling; prior rejections; early interest not converting into structured interview progress.

After

Assets rebuilt, motivations fact‑tightened, and rolling cadence executed — culminating in a confirmed UBS Investment Banking Off‑Cycle internship (M&A), London.

Problem

Despite strong academics, materials read “capable student” not operator. CV bullets lacked numbers; “Why IB / Why Firm” mixed generic lines; cadence was slow, releasing applications before assets were pass‑ready. Motivation logic wasn’t evidenced and timed delivery drifted. No firm‑specific rationale at fact‑per‑sentence standard; technicals not drilled to pace. The challenge was to rebuild the asset stack to operator level, separate career logic from firm specifics, compress feedback loops, and run a disciplined rolling process so interviews could be booked the moment assets hit standard.

Solution

VTMR™ CV rewrite → 100% bullets with numbers (bps/%/turnaround/error) → operator‑level signal.
PEAL‑3™ + BDC™ “Why IB” → 4‑part logic (Point/Evidence/Analysis/Link) → credible, crisp motivation.
PEAL‑X™ “Why UBS” → 1.0 facts/sentence from public sources → immediate firm‑fit credibility.
Technical drills (3‑statements, DCF drivers, comps, accretion/dilution) → timed loops to accuracy‑then‑pace → confident delivery.
STAR‑3™ competencies → 3 master stories with quantified results → pressure‑proof 60–90s answers.
Rolling cadence → assets finalised early → earliest viable interview slots secured.

Result

UBS Investment Banking Off‑Cycle internship confirmed, evidenced by recruiter outreach requesting a call‑back (identifiers redacted; proof retained). The pass‑ready asset stack also generated further interview traction. By separating PEAL‑3™ career logic from PEAL‑X™ firm specifics, hard‑numbering the CV (VTMR™), and pressure‑proofing delivery (STAR‑3™), time‑to‑conversion compressed from months to weeks while staying interview‑safe.

ROI

Metric	Result
Investment	£POA (Price on Appointment)
Pay‑back period	12 Months
Lifetime uplift	Potentially $10 million+

Testimonial: “World class.” — UBS IB Off‑Cycle intern (anonymised; consent on file)

Privacy notice: All case studies use fictional names and anonymised details to protect client confidentiality. Where appropriate, and with the client’s consent, we may arrange an introduction for you and your parents after their offer has been secured.