SWE/Math to Buyside Internship? Undergrad at Target

Context / Previous Experience: Incoming Maths student at Oxbridge in October, Canadian citizen. For most of high school, I've been focused on purely math and CS research and projects. I've been taking CS + Math courses at my local university and have gotten a pretty solid GPA while building many different projects in CS. My main "work experience" right now is being a research assistant and having a lead author publication in applied mathematics, working as a ski instructor at my local mountain, and teaching ML to students. All of my projects are not related to finance, and I don't have any experience building financial models, deals, M&As and all of that stuff I see on YouTube/Reddit/WSO. (e.g. using computer vision algorithm to detect airplanes from aerial images, autonomous robot algorithms, recognizing numbers, etc.)

What I want: Ideally I want to be able to secure 2~3 spring internships / spring weeks (Brevan Howard seems to have a good spring week program for 1st year, which can convert to summer intern; BB spring week; Quant spring week) 1st year, then land some sort of internship 1st year summer whether that is in finance/quant or ML research through conversion. In 2nd year summer (which is like my junior year), I want to be able to break into buy side. I really really love Bridgewater's culture and want to do their Investment Associate internship, but don't think I will be able to get the offer with my current background. 

Question: I think my lack of knowledge in finance/accounting in combination with my lack of finance experiences (finance clubs, societies, search fund internships, etc.) are hurting me. I really don't know where to start and what I can start doing NOW in order to secure a spring week internship and achieve conversion. Should I start preparing for technicals? But I feel like even if I do technicals I won't be able to show on my resume that I know finance, or like I have hands on experience in finance. I was looking into preparing for CFA L1 right now and this summer with plans to take the exam August 2026, or completing WSO interview prep courses / Peak Framework courses. Also aiming to complete some Econ courses at my local university. 

Thank you very much! Apologies if this question is repetitive, but I couldn't find anyone in a similar situation as me looking to make a career switch. 

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To position yourself for a buyside internship and spring weeks, here's a structured plan based on the most helpful WSO content:

1. Leverage Your Math and CS Background

  • Your strong foundation in math and CS is highly valued in quant and buyside roles. Highlight your applied mathematics research and CS projects, even if they aren't finance-related. Quantitative hedge funds like Brevan Howard, Citadel, and Point72 often prioritize technical skills over direct finance experience.
  • Tailor your resume to emphasize transferable skills like data analysis, algorithm development, and problem-solving. For example, frame your computer vision project as "developed predictive models using advanced algorithms," which resonates with quant finance.

2. Build Finance Knowledge

  • Start with WSO Courses: Completing WSO's financial modeling and valuation courses will give you a solid foundation in finance and help you understand key concepts like DCF, LBO, and M&A. These are essential for spring week interviews.
  • Learn the Basics of Accounting and Economics: Taking Econ courses at your local university is a great idea. Pair this with self-study resources like "Investment Banking" by Rosenbaum and Pearl or "Principles of Corporate Finance" by Brealey and Myers.
  • Skip CFA for Now: CFA Level 1 is overkill at this stage. Focus on practical skills and certifications that directly enhance your resume, like WSO's technical prep courses.

3. Secure Spring Weeks

  • Target Quant and Finance Spring Weeks: Brevan Howard, BBs, and quant-focused programs are ideal. Use your Oxbridge status to network aggressively with alumni in these firms.
  • Network Strategically: Join finance societies at Oxbridge and attend events to connect with recruiters. Use LinkedIn to reach out to alumni in quant and buyside roles, asking for advice and insights.
  • Tailor Your Applications: Highlight your technical skills and eagerness to learn finance. For example, mention your interest in applying machine learning to portfolio optimization or risk management.

4. Gain Hands-On Experience

  • Join Finance Clubs: Participate in investment societies or quant trading clubs at Oxbridge. These provide exposure to financial modeling, stock pitches, and trading competitions.
  • Pursue Relevant Internships: Look for part-time roles or internships in finance-related fields, such as data analysis for a fintech startup or research assistant roles in financial economics.

5. Prepare for Interviews

  • Focus on Technicals: Use WSO's interview prep courses to master technical questions. For quant roles, brush up on probability, statistics, and coding challenges.
  • Practice Behavioral Questions: Develop a compelling narrative about why you're transitioning to finance. Emphasize your passion for problem-solving and how your technical skills can add value to the buyside.

6. Plan for the Long Term

  • 1st Year Summer: Aim for internships in quant finance, fintech, or ML research. These will strengthen your profile for 2nd-year buyside roles.
  • 2nd Year Summer: Target Bridgewater's Investment Associate internship by showcasing your alignment with their culture and your technical expertise.

By following this roadmap, you'll bridge the gap between your technical background and the finance world, positioning yourself as a strong candidate for spring weeks and buyside internships.

Sources: Ask Me Anything - Buy Side Systematic Quant, Undergrads: Non-finance, non-target, not a problem. 5 Steps to get you started., My Experience Recruiting as an Undergrad for Everything vs WSO Wisdom, I want to intern at BW or P72, https://www.wallstreetoasis.com/forum/investment-banking/former-bb-sa-to-big-tech-engineer?customgpt=1

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