Hello!
Hello everyone, my name is Kaustubha Pokharel. I recently completed my undergraduate degree at the University of North Texas and will be starting my MS in Finance at UNT this fall. I currently serve as President of the Student Investment Group, where we help manage roughly $1.7 million in assets and lead equity and fixed income research initiatives.
I’m primarily interested in breaking into investment banking, ideally within M&A or valuation-focused groups. Through SIG, I’ve gained experience building valuation models, presenting investment recommendations, and leading analyst development initiatives, and I recently had the opportunity to work on an intellectual property valuation project alongside professionals at Marshall & Stevens.
I joined WSO to sharpen my technicals, better understand the recruiting process at a deeper level, improve networking and interview skills, and learn how others successfully broke into IB from non-target schools. I’m especially interested in hearing advice on recruiting strategy, internship preparation, and positioning myself competitively for middle-market or bulge bracket opportunities.
Looking forward to learning from everyone here and contributing where I can.
Welcome, Kaustubha! It sounds like you're already off to a strong start with your leadership role in the Student Investment Group and hands-on experience in valuation projects. Based on the most helpful WSO content, here are some tailored tips to help you break into investment banking, especially from a non-target school:
1. Networking Strategy
2. Recruiting Preparation
3. Internship Preparation
4. Positioning Yourself Competitively
5. WSO Resources
Stay consistent, and don't hesitate to ask for feedback or advice along the way. You've got a solid foundation—keep building on it, and you'll position yourself well for those middle-market or bulge bracket opportunities!
Sources: Guide for Investment Banking Full-Time Recruiting, https://www.wallstreetoasis.com/forum/job-search/my-2-cents-on-sa-recruiting-from-a-non-target-background?customgpt=1, Guide for Investment Banking Full-Time Recruiting
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