Insight on Freshman at non-target

Currently a freshman at super non-target (Ole Miss), looking for internships for freshman year summer (anything finance at all). Dream is IB, but internships may be too competitive considering I’m non-target. I am currently double majoring in Finance and Management Information Systems (3.9+ GPA). Should I continue on this risky path of applying for IB internships each year or switch to being an Accounting major? -Accy. Is very prestigious at Ole Miss- This way, I can have some job security while also being close to the IB industry, and revisit IB dream after…say Big 4 audit + MBA.

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Based on the most helpful WSO content, it's great to hear that you're aiming high with a dream of breaking into investment banking (IB) and that you're already thinking strategically about your academic and career path. Here's a breakdown of your situation and some advice moving forward:

  1. Finance and MIS Double Major: Your current path of double majoring in Finance and Management Information Systems (MIS) with a strong GPA is impressive. Finance is directly relevant to IB, and MIS can provide a unique skill set that may set you apart from other candidates. The analytical and technical skills from MIS can be quite valuable in finance, especially in areas like financial modeling and data analysis.

  2. Internship Strategy: As a freshman at a non-target school, it's true that securing IB internships can be more challenging, but it's not impossible. You should continue to apply for IB internships each year, but also consider other finance-related internships that can build your resume. This could include roles in corporate finance, asset management, or even tech firms where you can leverage your MIS knowledge.

  3. Accounting Major Consideration: Accounting is a solid major and can provide a strong foundation for a career in finance. It's also a good backup option if IB doesn't work out immediately. However, if your passion lies in IB, you might not want to switch solely for job security. Instead, consider taking key accounting courses that would be beneficial for finance roles, such as financial accounting or corporate taxation, to complement your finance major.

  4. Big 4 Audit and MBA Plan: Working in Big 4 audit and then pursuing an MBA is a well-trodden path to transition into IB. It's a viable strategy, especially if you aim for a top MBA program. The Big 4 experience can provide a strong understanding of financial statements and business processes, which are crucial in IB. Plus, an MBA from a prestigious institution can help bridge the gap from a non-target undergraduate school to the competitive world of IB.

In summary, it's a good idea to continue pursuing internships in finance while maintaining your strong academic performance. Keep networking, attend finance-related events, and consider joining finance clubs or societies at your university to increase your exposure to the industry. If you decide to stick with your current majors, make sure to take some accounting courses to round out your skill set. And remember, persistence and adaptability are key in the competitive world of finance. Keep your options open, and don't be discouraged by initial setbacks. Good luck!

Sources: Accounting major, can't seem to break into IB, Finance Degree Worth More Than Accounting Degree?, Best Undergraduate Double Major at a Non-Target B-School?, Are you guys happy with life? Help me please., Is this a feasible plan to get into investment banking with an accounting background?

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Mostly everyone I know in accounting roles or who have worked in accounting roles has absolutely hated it (granted I was a finance major and now work in IB). I personally could not work in accounting bc I find it dry.

Yes, being from a non target will largely exclude you from going to JPM, Goldman, Centerview, etc. but you can DEFINITELY network your way into a MM like WB, Baird, etc. You can also look at a firm like Truist (Atlanta) or regional boutiques who often take people with southern roots. Your key will be prep - learning how to actually network and asking thoughtful questions, not bs that can be found online or isn’t relevant to the person you’re talking to. Also know your technicals when it comes closer to interviews. It doesn’t take too much brain power and it’s an easy weed out if you don’t know them. You can definitely get referrals if you’re a personable guy

 

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