Can’t afford target— working gap year?

Currently a sophomore recruiting for IB SA 2027 roles, so I’m on track to graduate spring of 2028. Problems: 1) I/my parents took loans out to go to a t10 target not knowing my parent’s financial situation/credit scores would get worse, and now they can’t take loans out for junior/senior year. 2) I’m shitting the bed with recruiting so I doubt I’ll even get an internship while I’m at this target (maybe a mid one who knows).

Edit: My parents are in collections and so they no longer qualify to take out the loans they once could. I do not personally qualify for these loans either given I barely have a personal income.

Looking forward, transferring to the local state school (100+ college rank) isn’t a great option as I’ve already accrued $60k in debt ($30k each year, not $90k because of financial aid), and I would have no idea what to do career wise to pay that off.

Another possibility is that I get a 2027 SA role in the current cycle and then don’t return to my current college. Would they rescind if I finished my degree at my state college instead of the target?

Or do I take a gap year, try to make 20/hr working 40 hours a week so I could qualify for a student loan/pay-off loans and then re-recruit? If so, how does that work given my sophomore year will be over and I would re-enroll as a junior? Would I recruit entirely remote during the gap year? Could I come to campus just for recruiting events?

What do I do right now?

Additional yap: Yes the loans were stupid. I only applied to merit-scholarship granting schools outside of this target and ended up prestige whoring. The school won’t help me with more financial aid. I thought I could thug it out and pay it off with IB money later but I guess not. In regard to shitting the bed with recruiting, I’ve dealt with a couple unfortunate events this semester that I should’ve been able to persevere through but they just came at a bad time and my frontal lobe still is developing. I don’t have chronic illness or a dead relative I’m just a little retarded, plus arrogant and complacent.

16 Comments
 

Based on the most helpful WSO content, here’s a breakdown of your situation and actionable advice:

1. Transferring to a State School

  • If you secure a 2027 SA role and then transfer to a state school, most banks are unlikely to rescind your offer as long as you maintain good academic standing and graduate on time. However, you should be transparent with HR about your transfer to avoid any surprises.
  • Keep in mind that transferring to a lower-ranked school may make future networking and recruiting more challenging, but it’s not impossible. You’ll need to double down on networking and leverage your SA experience to stand out.

2. Taking a Gap Year

  • A gap year could be a viable option to stabilize your financial situation and re-recruit. Here’s how to approach it:
    • Work Experience: Aim for a finance-related role (e.g., boutique IB, corporate finance, or even accounting) to build your resume. If that’s not possible, any job that demonstrates work ethic and financial responsibility can still be spun positively in interviews.
    • Recruiting During the Gap Year: You can recruit remotely, but it’s crucial to stay connected with your target school’s career resources and alumni network. Attend virtual events, and if possible, visit campus for key recruiting events.
    • Re-enrollment: When you return as a junior, you’ll need to explain the gap year in a way that highlights maturity and growth. Focus on how it helped you gain clarity, financial stability, and a stronger work ethic.

3. Immediate Steps

  • Recruiting: Even if you feel like you’re “shitting the bed,” don’t give up on the current cycle. Focus on smaller firms, regional boutiques, or even unpaid internships to get your foot in the door. These experiences can be leveraged for future recruiting.
  • Networking: Start reaching out to alumni and professionals in the industry. Be honest about your situation (without oversharing) and express your determination to break into IB. Networking can sometimes open doors that traditional recruiting won’t.
  • Financial Planning: Explore alternative funding options, such as private scholarships, part-time work, or even income-share agreements. Speak with your school’s financial aid office to ensure you’ve exhausted all options.

4. Mindset Shift

  • It’s clear you’re feeling overwhelmed, but don’t let that paralyze you. Many successful professionals have faced setbacks early in their careers. Use this as an opportunity to develop resilience and problem-solving skills, which are highly valued in IB.

5. Long-Term Perspective

  • Whether you stay at your target school, transfer, or take a gap year, the key is to stay focused on your end goal. IB is a competitive field, but persistence and adaptability often matter more than a perfect path.

If you’re still unsure, consider reaching out to mentors or peers who’ve faced similar challenges. WSO’s community is also a great resource for advice and support. Keep pushing forward—your situation is tough, but it’s not insurmountable!

Sources: Off Cycle Recruiting Stories, PE Lateral Recruiting Advice/Stories/Help?, Non-Target Recruiting Guide Part I: Resume and Networking, Rising junior considering gap year because of COVID to re-recruit

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

Yes that’s the logic as to why I decided to pursue the loans/target option instead of merit scholarship college offers. My parents are now in collections and cannot take out loans for my last two years. I don’t currently have enough personal income to qualify personally for student loans. The whole situation is kinda complicated but bottom line is my financial aid / loan situation is bleak.

 

This sucks to hear man, and I hope you don't have to transfer from your target. IMO, try to talk with the finaid office and see if you can figure something out. It's crazy how the cost of college has gotten out of hand, and I think we need serious changes in higher ed. 

 
Most Helpful

Here's my view. You have a few options:

  1. Recruit right now anyway since it seems like that's the only thing that's meaningfully deadline bound compared to the other two things. In all seriousness, this probably has the best chance of getting you out of your sticky financial situation near-term. Once you get your offer, move to a part time status and get a full time job. Take as absolutely few credits as possible for you to remain fully enrolled. Tell the school you're really interested in the thing you're working on and just see this as temporary. 
    When you have the funds to return to full time, do so. This lets you continue tackling things you don't really love as part of your degree (I would heavily consider classes that give out lots of As and don't have attendance requirements), all while making money primarily. 
    Even though you're in school, there's a solid chance you can fall-winter-spring internships back-to-back and actually get some solid funds without ever having to leave. This could meaningfully shorten the time required to cross the finish line at college.
  2. If the above is too much of a pipe dream or too unrealistic, I would look into potential full-time financial roles that are OK with taking someone soon to graduate. This could be accelerated / improved by saying something along the lines of: "I have an internship with 'Bulge Bracket Bank N.A.' or 'McBain Consulting Group'" and even lesser known companies have a real pull. If you can show you're capable, your hiring opportunities might be wider than you think. Apply broadly and give your timeline and see what happens. Consider that at some schools, getting multi-term internships during the year is an expectation: if they can do it, why can't you?
  3. If even Point 2 seems ridiculous, shorten the time to get your degree as much as possible and get a part time job and loans. There's lots of ways to make that work, but even with the most usurious of loans you would be able to pay them off with likely one or two bonuses, which makes the loans worth it, since you'll be on the path you want to be on and in the same place you would have been if you took time off. You're basically in the same spot financially, but with two years of IB experience. 

Long post sorry y'all it's 9:30pm and maddie kay gets tired around that time so that also means more ranting apologies

 

If you need money immediately theres no shame in working a blue collar job, some of them pay surprisingly well. I worked a blue collar factory type job for a while as a college age person with no prior experience. When I worked 80 hours a week I was making 3000$ per week with the overtime pay. (30$/hr) It was difficult work but these places are always hiring. 

 

I wouldn’t transfer out of T10 but just takes out student loans instead. Just do your best and work during the semester and summers to pay loans off. Then regardless of whether you break into IB or not, you can aggressively pay your student loans back fast. I’ve already repaid ~60% of mine, and I’m only 1 year out of school

 

Recruit 2027 summer, work 80hrs/wk this summer doing minimum wage work or an internship to pay for a semester of school next fall, but take increased workload then take a gap semester before interning to work fulltime again then use those funds+ internship money to pay for last yr of school

 

Et quod delectus ab nemo enim est est. Eaque voluptates ducimus sunt maxime.

Qui cumque ad quia iusto nobis. Incidunt culpa voluptates rerum voluptas. Mollitia mollitia perferendis porro maxime.

Non architecto in dolores inventore qui occaecati. Facere explicabo libero voluptatibus et recusandae voluptatum. Voluptatum sequi aut aut qui tempore libero. Quo occaecati mollitia commodi cumque id deserunt totam.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (68) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”