Got into Haas: How to break into NYC Elite IB/PE

Hi fellow monkeys,

I recently got into Berkeley’s Haas School of Business, specifically the 4-year Spieker Program. I am not 100% sure I am going but it is definitely up there.

If I went to Haas, I was wondering how hard it would be able to break into NYC’s investment banks like Centerview, PJT, Evercore, GS, MS, Citi, JPM.

My ultimate plan is to go into private equity and I heard the best way to reach that is 2 years of IB, since entering PE out of college is difficult, even at Wharton and Harvard.

Anyone have any tips? Also open to VC, but I just love NYC. Thank you!

4 Comments
 

Breaking into NYC's elite investment banks from Haas is definitely possible, but it will require strategic planning and effort. Based on the most helpful WSO content, here’s what you need to know:

  1. Networking is Key: At non-NYC schools like Haas, you’ll need to put in extra effort to connect with bankers in NYC. This means scheduling coffee chats, attending networking events, and leveraging alumni connections. Be prepared to dedicate significant time to this process, as it’s crucial for standing out.

  2. Target Firms: Elite boutiques (EBs) like Centerview, PJT, and Evercore are known for their competitive recruiting processes. These firms, along with bulge brackets like GS, MS, Citi, and JPM, often recruit from top MBA programs, but they also value candidates who demonstrate strong networking and technical skills.

  3. Hustle for Opportunities: Firms like Guggenheim, Moelis, and Evercore recruit from a wide range of schools, including T15 programs like Haas. However, you’ll need to actively seek out these opportunities and make a strong impression during the recruiting process.

  4. Prepare for Tough Interviews: Centerview, PJT, and Evercore are consistently ranked as having some of the hardest interview processes. Make sure you’re well-prepared with technical knowledge, behavioral answers, and a clear story about why you’re interested in IB and PE.

  5. Leverage Haas Resources: Utilize Haas’s career services, alumni network, and any finance-related clubs or organizations. These resources can help you connect with professionals in NYC and prepare for interviews.

  6. Consider the Long Game: If NYC is your ultimate goal, you might also explore starting in a West Coast office of a top firm and transferring later. Alternatively, you could aim for a strong IB role on the West Coast and then transition to NYC for PE.

  7. Private Equity Path: Your plan to spend two years in IB before transitioning to PE is solid. Keep in mind that PE recruiting often starts early, so you’ll need to be proactive about preparing for that process while excelling in your IB role.

By combining networking, preparation, and leveraging Haas’s resources, you can position yourself for success in NYC’s elite IB and PE firms. Good luck, and remember, the hustle is worth it!

Sources: Centerview vs. PJT vs. Evercore, https://www.wallstreetoasis.com/forum/investment-banking/breaking-into-private-equity-from-banking?customgpt=1, Breaking into Private Equity from Banking, Are top MFins target programs for Private Equity firms?, https://www.wallstreetoasis.com/forum/investment-banking/2017-investment-banking-report-8-key-trends-to-know?customgpt=1

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

if you are solid with your studying and networking you should figure it out just fine but it won't be the same as an East Coast school. Berkeley is a target in the sense that its a good school but for OCR it is much more so for SF groups - Berkeley alum non-Haas at one of the banks you mentioned

 

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