Break into IB

I have some concerns about breaking into investment banking and I was hoping you could help me answer some questions I have. First of all, I am aware that elite boutique banks have target schools and most of the candidates are from specific schools. I have a BA from the university of York which is not a target school and I am hoping that an MSc in finance would help my odds to break into the field. Is this plan advisable?

6,461 WSO Academy Investment Banking Session Reviews: 4.82/5

Nov 2026 Cohort

5.00/5

Investment Banking Mock Coffee Chat

“Ernest was extremely helpful and candid throughout our conversation. He gave me a clear, honest picture of why he moved into investment banking and how Evercore’s structure works, including the shift from a generalist program to the pod system and how specialized groups like RESA recruit directly. His explanation of why Evercore’s integrated coverage and product model creates more well-rounded bankers was especially insightful, and his example of co-advising alongside Morgan Stanley with a much leaner team showed me how much responsibility juniors get early on. His recruiting advice was practical and specific. He pointed me to technical resources, including Evercore’s own technical page, the 400 guide, Peak Frameworks, and shortcuts for converting IRR to MOIC. He emphasized building an anecdotal “why Evercore” answer from real conversations, focusing deeply on one industry, and tailoring my questions to the seniority of the person I’m speaking with. I left with a concrete plan for preparing for recruiting and would gladly speak with him again.”

Class of '26 Aug 2025 Cohort

5.00/5

Investment Banking Mock Interview

“Julius was very genuine and it was enjoyable to chat. He ran me through some technicals and behavioral questions and I thought that he did a great job simulating a typical interview with me. He understood what I wanted to work on and challenged my strengths while still developing my weaknesses. He threw in some tough questions to make me think. Additionally, I appreciated how he gave me advice that was specific to me and my background on how to approach the job interview processes that I am currently in”

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1	redever	99.2
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10	Mimbs	98.8

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Break into IB

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Elite Career Bootcamp. Top Job Offer Guaranteed.

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Break into IB

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