UIUC MSF to IB or Adjacent Role in Chicago

Hello everyone,

So I decided very late that I wanted to get into IB. I went to a very non-target undergrad and am now deciding to do an MSF at UIUC. I know I am a very non-traditional candidate but I do believe this is possible despite my current situation.

Anyways this is my situation. Non-target D2 undergrad with a double major in finance and accounting, very good projects on real world companies, the school investment club and stock pitch competition, M&A analysis of Pfizer and Seagen, CFA Level 1 candidate (I know it doesn't mean a whole lot but it is something), completed the CFA PSM on Financial Modeling, and almost finished with the FMVA. Really I am just doing anything to give myself somewhat of an edge. I haven't had any internships. I know that doesn't bode well for me. I messed around in my undergrad, didn't do the extracurriculars that matter, and also missed out on or did not get hired for some internships. Now attending the UIUC MSF in the fall. I already networked with a program alumni and Senior Analyst at Goldman. She isn't in IB but said she would provide me a referral. The whole reason I am doing the MSF is because I see that I have now messed up. I love it though I think the program is amazing, most professors have industry experience, and two are frequently invited to speak at CFA Society Chicago.

Now that I've told you my entire life story I just want your advice at how to break in. I've been networking a ton already through LinkedIn, but only to school alumni so far. It is not impossible for me to get to a BB or EB in Chicago as a lot of UIUC undergrads have landed there. I know it is going to be extremely difficult though. Just help me out here guys I want in to "high-finance" and I'm here for the grind.

10 Comments
 

Breaking into investment banking (IB) or a related high-finance role from a non-target background is challenging but absolutely possible with the right strategy. Based on the most helpful WSO content, here’s a roadmap tailored to your situation:

1. Leverage the UIUC MSF Program

  • Network Aggressively: UIUC has a strong alumni network, especially in Chicago. Expand beyond LinkedIn and actively reach out to alumni in IB, private equity (PE), and other adjacent roles. Don’t limit yourself to just MSF alumni—connect with undergrad alumni as well.
  • Utilize Career Services: Many MSF programs have dedicated career services. Work closely with them to identify firms that recruit from UIUC and attend every networking event, info session, and career fair.
  • Engage Professors: Since your professors have industry experience and connections, build relationships with them. They can provide referrals or introductions to their network.

2. Address the Lack of Internships

  • Secure a Part-Time Internship: While in the MSF program, aim for a part-time internship or project-based role in finance. Even unpaid roles at boutique IBs, private equity firms, or venture capital firms can add credibility to your resume.
  • Highlight Relevant Experience: Emphasize your M&A analysis of Pfizer and Seagen, stock pitch competitions, and financial modeling certifications (CFA PSM, FMVA). These demonstrate your technical skills and interest in finance.

3. Refine Your Networking Strategy

  • Expand Beyond Alumni: Don’t limit yourself to UIUC alumni. Reach out to professionals in Chicago IB and adjacent roles, especially those who also came from non-traditional backgrounds. Use LinkedIn and WSO forums to find these individuals.
  • Cold Email Effectively: Personalize your outreach. Mention your shared connection to Chicago, UIUC, or their firm. Be concise and clear about your goals.
  • Follow Up: Persistence is key. If someone doesn’t respond, follow up after a week or two. Many bankers are busy but appreciate genuine interest.

4. Prepare for Technical and Behavioral Interviews

  • Start Early: Begin prepping for technical questions now. Use resources like the WSO IB Interview Course to master valuation, financial modeling, and accounting concepts.
  • Behavioral Stories: Develop strong answers to behavioral questions. Focus on your journey, resilience, and how your non-traditional background gives you a unique perspective.
  • Mock Interviews: Practice with peers, alumni, or mentors to refine your delivery.

5. Target the Right Firms

  • Boutiques and Middle Market Banks: While BBs and EBs are competitive, Chicago has a strong presence of middle-market and boutique IBs. Firms like William Blair, Baird, and Lincoln International are great targets.
  • Adjacent Roles: Consider roles in corporate finance, FP&A, or valuation advisory as stepping stones. These can provide relevant experience and help you transition to IB later.

6. Certifications and Skills

  • CFA Level 1: While not a game-changer, passing Level 1 can demonstrate your commitment to finance.
  • FMVA and Financial Modeling: Highlight these certifications on your resume and LinkedIn. They show you’ve invested in building technical skills.

7. Stay Resilient

Breaking into IB from a non-target background requires grit. Rejections are part of the process, but every networking call, application, and interview gets you closer to your goal. Keep grinding, and don’t hesitate to pivot to adjacent roles if needed.

By combining networking, technical preparation, and strategic targeting, you can position yourself for success in Chicago’s finance scene. Keep pushing, and remember, many have walked this path before and succeeded!

Sources: Networking 101 – 8 tips from a “non-target” school student, How I've managed to break into IB from a non-target (work in progress), Non-Target Undergrad to Non-Target Grad to Asset Management, https://www.wallstreetoasis.com/forum/investment-banking/can-i-get-into-investment-banking-from-non-target-school?customgpt=1, https://www.wallstreetoasis.com/forum/job-search/my-2-cents-on-sa-recruiting-from-a-non-target-background?customgpt=1

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

UT Austin, a masters of financial management at Texas AM, Wisconsin, Indiana, Ohio state, I believe that’s it. Some of them I didn’t actually complete because I didn’t get lor’s because my professors were busy

 

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