Master Your Finance Career

The # 1 Community for Careers in Finance. It's free to join.

Wall Street Oasis is the largest & most entertaining online community focused on careers in finance.
Every step of your career we have you covered.

Step 1: Find Your Passion

Step 2: Prepare for Recruiting

Step 3: Master Your Career

Investment Vehicle for Your Bonus (I Hate Taxes)

Ok, real question, not an interview question: if you had a million bucks what would you invest in? Especially if you were a Canadian in the US.

In Canada, I would have put into my TFSA and RRSP to provide some tax relief and then eventually drawn down on my RRSP for the Home Buyer Plan (HBP) in order to contribute to the down payment of a primary residence.

Getting USD bonus soon and am actually saving some coin in the US now, but have no idea what to do with it. Started contributing to a 401(k) (which I understand to be similar to an RRSP).

Interviewing behind your current firms back

All right, heres the deal primates: I am a recent intern to hire (temporarily) working as a junior analyst with a middle market M&A shop. I was contacted by a larger and more reputable firm in the area about an analyst I position and I took the interview I was offered. The place I interviewed at knows I am currently employed but my firm does not know I am looking at outside positions (clarification: the agreement was that they would bring me on as a junior analyst for a 3-month period and then maybe decide to keep me as a full time analyst with a big-boy salary and all the full-time benefits).

Question: A) Is it likely that the firm I interviewed with will contact my current employer?

The WSO Advantage

Every step of your career we have you covered. Our products & services are listed below:

Financial Modeling Training

Templates, M&A, LBO, Valuation, + more. Learn More.

Interview Prep Guides

50,000+ copies sold...for good reason. Learn More.

Resume Help from Actual Pros

Polish Your CV to Land More Interviews. Learn More.

Find Your Perfect Mentor

Realistic Mock Interviews. Learn More.

Video Library: 100+ Hours

Industry Insight & Specific Guidance. Learn More.

Research 1,000s of Firms Free

Interviews, Compensation + more. Learn More.

WSO Job Board

Exclusive $100k+ Positions. Learn More.

Happy Hours & Free Webinars

Don't Miss Out! WSO in Your City. Learn More.

Rewind - Hedge Fund Investment Pitch + Q&A

In case you missed our January 10th webinar entitled Hedge Fund Investment Pitch, have no fear. The full recording of the webinar will be available for free on the WSO homepage on this date: (free for only 24 hours and then it goes into our Video Library). Do you want to a 1 on 1 mentoring session with John? Click below:

SIGN UP WITH JOHN

To see the original event page with a description of the webinar and read more information about the presenter click here.



All rewinds will be available everyday at 8am ET.

And, as always, if you want to sign up to hear about upcoming webinars before they happen, sign up inside the post...

When: 
February 10, 2016 - 8:00am to February 11, 2016 - 8:00am
Event type: 
WSO Webinar

Ask Natalie from Accepted about Business School Admissions

WSO is excited to have the experts from Accepted.com on board to answer applicant questions in the business school forum. Here is a message from Natalie who will be checking this thread every few days to make sure she is staying on top of questions:

Investment Banking Analyst


Login to Start Application

We are a boutique investment bank that has developed an expertise in working with smaller capitalization companies, special situation investments and Special Purpose Acquisition Companies (SPACs(tm)), a concept we pioneered and developed that involves publicly-traded, industry-specific acquisition vehicles. Member FINRA & SIPC http://www.sipc.org/ http://www.finra.org/

Job Description:
We are seeking to hire an experienced investment banking analyst

Job Start Date: 
03/01/2016
Compensation: 
TBD
Job Type: 
Direct Post from Company

What IBs are not laying off/freezing hires currently?

Several investment banks are currently either laying off people and/or freezing hires. From this point of view, what firm should I aim for when looking for an analyst position in corpfin?

2015 Investment Banking Interview Prep Pack PLUS ...New updated version just released!

We are excited to announce a brand new new and improved 2015 investment banking interview Prep Pack, just in time for recruiting season!

As always, we keep improving our resources at least once a year to make sure we are staying on top of current trends. This version includes countless more investment banking related webinars in the WSO Video Library and thousands of more interview insights in the WSO Company Database...curious what's included in our new full "PLUS" package that can give you an edge?

LEARN MORE

...as always, if you are a previous customer, to get the new version free all you have to do is e-mail Ivy@wallstreetoasis.com and she'll send it your way :-)

Good luck this recruiting season!
Patrick Curtis
Chief Monkey & Founder, WallStreetOasis.com

WSO needs your help! We're looking for users to do a site-test

(Site testers will receive $$$ compensation via paypal and one month free access to our job board or video library)

Hey all, we're looking for someone to help us test the site every other Wednesday, 1245-2pm et.
Upcoming test dates:
Feb 24
March 9
March 23

Type of tester we're looking for:
-All levels of familiarity to WSO but most importantly new users to WSO (0-3 months)
-Interest in a finance-related career
-Student (pay is $15) or finance professional (pay is $25)
-Can 100% commit to join the test at the agreed upon time

What you need to do:
-Download software that allows you to share your screen with us via a virtual meeting (anymeeting)
-Do a short test with me to confirm your software works (5 minutes)
-Meet us FOR SURE at the test time, 12:45pm et, on the agreed upon Wednesday
-You will need to be in a quiet place with a strong internet connection

Summer Associate Advice

Edit: Thanks for all of the advice, everyone. It was a very helpful and a reminder of how great this community can be.

WSO Investment Banking Resume Template for College Students Released to the Public!

Big Announcement: WSO Resume Template is Out in the Wild!:

Mod Note (Andy): If you're looking for our resume for experienced IB professionals or a private equity resume template, click here..

For those of you looking to make sure your CV format is clean and make sure that your investment banking resume is polished, we have a great sample resume you can now use free of charge (attached to this post below). We know how competitive internship applications and summer analyst positions are nowadays, so we're hoping this gives you an even bigger edge in recruiting.

After seeing members consistently reference other resume templates in the public resume review forum (that are good but inferior in our opinion), we have decided to release the WSO resume template for free to the public. This is the same CV template we use in all of our the WSO resume reviews with experienced finance professionals.

Join the WSO Resume Review Team

We are looking to add several Resume Reviewers to the WSO Resume Review team.

Requirements:

  • At least 1 year of professional experience in Investment Banking or other financial field, IB and/or PE background preferred
  • Previous experience screening resumes, experience with IB resumes preferred
  • Strong attention to detail
  • Willingness to go above and beyond to make the client happy
  • More info:

    Impact Investing 101: Trainings I wish I had known about in Business School

    I went to London Business School primarily to transition from working for the Clinton Foundation to a job in impact investing. At London Business School, I used a variety of resources at my disposal to improve my financial acumen. I built financial models for school assignments, enrolled in extra-curricular valuation courses run by Wall Street Prep, and participated in a school-wide private equity competition.

    However, during my first year of business school I didn't find the companies or business models particularly interesting. That changed when I had to evaluate impact investments in my summer internship. While reviewing the financial projections for a network of private schools in South Africa and interviewing impact fund managers in Southeast Asia, I began to understand how the concepts I had studied could create social impact. My summer internship in investment advisory was my first exposure to impact investing and confirmed my interest in the sector.

    WallStreet Prep Master Financial Modeling