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Based on the most helpful WSO content, here are some steps you can take as a rising freshman at a target school to help break into Investment Banking (IB) and Private Equity (PE):

  1. Networking:

    • Start building your network early. Reach out to alumni from your school who are working in IB and PE. Use LinkedIn and your school's alumni network to connect with them.
    • Attend networking events, career fairs, and any finance-related events hosted by your school or professional organizations.
  2. Relevant Experience:

    • Look for internships or part-time jobs in finance-related fields. Even if it's not directly in IB or PE, any relevant experience can be valuable.
    • Consider roles in Private Wealth Management, smaller IB firms, or even corporate finance roles at large companies.
  3. Skill Development:

    • Start studying the technical aspects of finance. Use guides and textbooks to build a strong foundation in financial modeling, valuation, and other technical skills.
    • Take advantage of online courses and resources to learn Excel, financial modeling, and other relevant skills.
  4. Academic Excellence:

    • Maintain a high GPA. A strong academic record is crucial for breaking into competitive fields like IB and PE.
    • Take finance, accounting, and economics courses to build your knowledge base.
  5. Extracurricular Activities:

    • Join finance-related clubs and organizations at your school. Participate in investment clubs, finance societies, or any other relevant groups.
    • Take on leadership roles within these organizations to demonstrate your commitment and build your resume.
  6. Interview Preparation:

    • Start preparing for interviews early. Practice behavioral and technical questions commonly asked in IB and PE interviews.
    • Use resources like the WSO guides to familiarize yourself with the types of questions and scenarios you might encounter.

By following these steps, you'll be well on your way to building a strong foundation for a career in Investment Banking and Private Equity.

Sources: What to do as a rising senior at a non-target with no IB experience, Simplified Guide to Breaking in as Non-Target (EASIER THAN YOU THINK), https://www.wallstreetoasis.com/forum/investment-banking/breaking-into-private-equity-from-banking?customgpt=1, Advice for undergrads going into IB interested in PE, Rising Sophomore, what to do?

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

Don't really need to worry much about recruiting until late freshman year at the absolute earliest. Dating/hobbies/travel would be more beneficial than going into full recruiting mode rn.

 

Relax this summer – when you get on campus make it a priority to build out a well-rounded profile. Every school has their 2-5 strongest business/finance clubs, get involved with those and stack the resume. While doing this, make sure to expand yourself socially (join greek life, other student groups etc). Many people at these targets either (a) will be running things in finance one day or (b) have parents who run things in finance. Building out that strong profile and genuine network relative to your school will help a ton

 

First off, Amherst is a semi-target at best.

You're an incoming freshman (c/o 2028)...

If you're diversity, you can apply to Summer 2026 Sophomore programs (MS, BofA) in Spring 2025 as a second semester freshman. 

Recruiting for junior IB SA roles won't happen until Fall 2025 for you. You can begin networking the summer after your sophomore year, or if you're a mega sweat, I've seen kids start freshman spring...

Once you step foot on campus this fall, focus on keeping your gpa up, join a few finance related clubs to learn and network, but more importantly, try and enjoy college before recruiting starts.

Best of luck to you. Also, for the love of god, stop spamming brainless questions on this forum. Go hang out with some friends... it's your summer before college. 

 

you can apply to PE search funds on linkedin.. you really don't do much at those firms, and most recruiters know that, but it's something you can put on your resume at the very least if you have 0 relevant experience.

 

Enjoy this last summer you have with your friends, you’ll regret not experiencing this later in life. Personally, summer after senior year was some of the most fun I had just being dumb before things get serious.

Take it easy and just keep up with the WSJ and maybe begin looking at the 400 Questions Guide

 

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