Where to start

Hello everyone

I am trying to get a "headstart" for the 2026 Summer recruiting cycle as I am currently a semi-target school Sophomore trying to break into IB/Wealth Management/High Finance. Have had a couple of networking calls that were insightful (nothing really like a "guaranteed interview since you networked with me" type of interaction). Kind of lost on where to start and what to study for when/if I actually do land an interview and how to land them in the first place too. Any help is appreciated. 

3 Comments
 

Based on the most helpful WSO content, here’s a roadmap to get you started for the 2026 Summer recruiting cycle:

  1. Networking:

    • Continue scheduling networking calls. Aim for consistency—reach out to 15-20 professionals daily via cold emails or LinkedIn. Over time, this builds momentum and relationships.
    • Focus on alumni from your school, professionals in your desired field, and those who have a history of helping students.
    • Attend on-campus events, info sessions, and coffee chats hosted by banks. These are great opportunities to meet recruiters and professionals.
  2. Resume Building:

    • Secure a meaningful internship for your sophomore summer. Even if it’s unpaid or at a boutique firm, it’s valuable experience that shows dedication.
    • Highlight leadership roles, finance-related coursework, and any relevant projects or certifications (e.g., financial modeling courses).
  3. Interview Prep:

    • Start learning technical skills now. Use resources like the WSO Investment Banking Interview Prep course, Vault guides, and financial modeling bootcamps.
    • Focus on valuation methods (DCF, comps, precedent transactions), accounting basics, and market trends.
    • Practice behavioral questions. Be ready to tell your story—why finance, why IB, and how your experiences align with the role.
  4. Recruiting Timeline:

    • Recruiting for summer 2026 internships will likely start in Spring/Summer 2025. Be prepared by having your resume polished and technical skills sharp by then.
    • Keep an eye on application openings for BB, MM, and boutique firms.
  5. Additional Resources:

Remember, consistency and preparation are key. Start early, stay disciplined, and leverage every opportunity to learn and connect. Good luck!

Sources: As a freshman what should I be doing?, In Search of Wisdom, Simplified Guide to Breaking in as Non-Target (EASIER THAN YOU THINK), Non-Target to MM IB: My Advice, 2019 Sumer Analyst Recruiting Starts

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

To break into high finance, focus on building a strong network, research the industry, and stay up-to-date on trends. For something like Lead Generation for Freight Brokers, mastering relevant tools and understanding the logistics sector can make a huge impact.

 

Rerum cumque optio beatae cupiditate aut doloremque. Sequi dolorem fugiat ut pariatur maxime officiis quis. Ut nobis enim ea nesciunt vel.

Eligendi nulla atque consequatur totam quasi possimus veniam vero. Nihil veniam repellendus quasi dolor debitis qui. Voluptatum nisi nulla eos consequatur. Enim sunt deleniti fugit saepe labore.

Consequatur excepturi sit exercitationem sit iste maiores voluptate. Qui dolores rem facilis et laboriosam provident magni libero. Enim facilis rerum laboriosam et corrupti. Eveniet natus est provident labore veniam.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $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

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Linda Abraham's picture
Linda Abraham
98.8
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...”