11/30/17 update: This was originally posted in 2014 but I am still able to take questions As some of you know, I'm about to begin by MM IB analyst stint in a week. I've been blogging for WSO for a fair bit of time now and I thought it would be good to use some of my experiences to help others. I went over my story in detail here but below is a quick overview: Non-target Non-finance major No prior finance or IB experience 4 year, D1 Tennis Athlete 3.7 GPA, 700 GMAT and a couple honors societies Prior International living experience I'm willing to answer questions on networking, cold emailing
23 Nov 2020
Not going to disclose too many details about myself but wanted to give back to the community as the forum was very helpful to my own path. I went to a semi-target public school. Did a couple of random internships while at undergrad (ranged from a HF to corporate finance/strategy to endowment fund), killed some interview and ended up with a job offer at a private credit gig straight out of college. Honestly, I really just didn't want to do two years of banking so I took a leap of faith and moved to the East coast. Did more nuanced deals - mostly in the non-sponsored space where we focused on 15
04 May 2020
Hello. I am new to the WSO blogger community; this is my first post. I went to a semi-target and interviewed during the crisis, when company presentations & on-campus workshops pretty much dried up. WSO was a crucial source for me when I started finance recruiting in late 2007, and definitely gave me an edge over my classmates. I am hoping to finally "give back" through contributing to the site as a blogger.
17 Sep 2020
I made the unheard of move from back office operations to front office product analyst role in two years! United States Based firm I work at their global headquarters. I have a very atypical background, I come from a non-target school with a 3.02 GPA and made my start in engineering and marketing then made the challenging shift into asset management in a back office role. After about 4 months I moved into their middle office and about 2 years after that I moved into front office product analyst position (finally bonus eligible). I believe most value is in the question and answer so I am
28 Mar 2021
Hi everyone, Quick bio: I have, I like to believe, a non-traditional background. I obtained a liberal arts degree in the UK at a target university. Strangely enough, when I first started, I did not even know what Investment Banking was or the difference between sales and trading. Fast forward three years, a number of awkward networking events and here I am, looking to work in finance. With some luck and a lot of perseverance, I managed to obtain a job with a large wealth management company (think AUM of over USD 300 bn). Unfortunately, I did not find the work challenging enough and career
17 Sep 2020
I (Ben) went to Wharton undergrad and studied Economics with a concentration in Finance. I started college as a Philosophy major but transferred to Wharton after my freshman year. Afterwards I did two years of investment banking (M&A) and two years of private equity. Now I run a business teaching men how to be consistently charismatic in any situation, such as with high status individuals, incredibly beautiful women, interviews, speeches, etc. I (Charlie, @charlie_kickassacademy) have an undergraduate degree in Philosophy from American University and a master's degree in Business from UVA. I
17 Sep 2020
My background: At this time last year, I was an intern in a top group at my dream bank and was so excited my life was on-track and going according to plan. Two months later began a semester-long panic as I tried to secure a full-time job after not receiving a return offer. I learnt a lot about myself throughout this brutal process and thought I'd share so that others can more effectively figure out what to do if they find themselves in a similar situation. Ask me anything: Ask me about SA group selection at a BB, getting/not getting the return, the FT recruiting process (which for me was very
12 Jul 2019
@WallStreetOasis.com" has been invaluable to me since I decided 5 years ago to make a career change into commercial real estate (from non finance) so its my turn to give back. I hope my story can help some people. ####Background * Extreme non-target school (undergrad and MBA) * Worked 10 years in non-finance employment (and unemployment as a stay at home parent), did some entrepreneurial ventures * Got a CRE brokerage job in secondary market from a different city. * Moved to RE development after a year * Got hired as VP of dev after 3 years * Look like a loser on paper so I've had to rely 100%
19 Jul 2019
Bio: I moved to US at 13. Went to a top public university and broke into investment banking at a regional firm. Went into media and entertainment at a major studio. I would most likely focus on answering media & entertainment questions: how to break in, what types of roles there are, etc. I work in a divisional strategy position at a major studio. I see a lot of things that go on at a high-level, and there is a paradigm shift in the industry now, with an emphasis on digital growth.
16 Sep 2020
About After taking a relatively non-traditional path (broken out below), I'm now in my second year at a well-regarded corporate fund focused on that invests in healthcare (HCIT / Devices / Services) companies across the full life-cycle (seed => LBOs alongside PE megafunds). Happy to share thoughts on the space in general, my day-to-day, or the lessons I learned making the journey to this point. My Background Undergrad @ top 50 public school (non-target) => MSF at a semi-target => Sponsors at a MM IB => top-tier HF FOF => Current VC fund Ask me anything I will do my best to respond to all
01 Aug 2019
I spent ~5 yrs on the sell side getting my own coverage in a financial services niche. Moved over to the buyside over 5 years ago to help build out an equity platform in a primarily credit shop (with a nuts and bolts operating business). The idea being to leverage our operational and business expertise to invest in businesses that are tangential to what we do. Because equities aren't the primary product we invest in, my experience is likely a bit different than a lot of other hedge fund professionals. We are opportunistic with investments with no defined portfolio size. We have a more
17 Sep 2019
Hi, I'm a hedge fund attorney in my early 30s. I was a finance major in college (and a good one) so I understand the business side a little bit better than most attorneys. Unfortunately, I went to undergrad during the financial crisis and didn't get a finance job because I had no idea what I was doing and I somehow ended up in software testing before going to law school. I've tried to get into the financial sector since, but I've pretty much given up hope over the last year now that I have a little bit of experience as an attorney and now everyone thinks I suck at math and can only do lawyer
25 Sep 2019
Hi guys, so I was recently certified and this is my first post ever in WSO. I guess a Q&A would be quite benefical to the WSO community, especially to my fellow Asian/South East Asian or basically anyone working in the region. My background, in summary: 1. 3rd year analyst at a boutique PE fund in the SEA region. 2. Bachelor's degree at an average uni in the UK. No other certificates, networked my way into this position. 3. Exposure at both PE (growth equity/late-stage)/VC (early-stage) level (as an independent analyst for a CVC through the Shark Tank tv show in my country). 4. My team is
19 Nov 2019
Hi everyone! I've really enjoyed the community here at WSO and the fantastic insights and advice people have shared over the years, so thought I'd give back and share my non-traditional experience. My Background: Target school, liberal arts major. Interned at a BB IBD my junior summer, and went directly to a well-respected MM PE firm post graduation. Ask Me Anything: Happy to answer any questions about what the day-to-day role is like, recruiting (at both my level and more senior levels), why I made this decision, etc. WSO Mentors Do you want a 1 on 1 mentoring session with me? Here's my
17 Jun 2019
Bio: Jeff Towson is currently a Professor of Investments at Peking University's Guanghua School of Management in Beijing where he teaches global investing and private equity in developing economies. Peking University is often referred to as the "Harvard of China" Jeff has a pretty unique background. Previously, he was Head of Direct Investments for MENA and Asia-Pacific for Prince Alwaleed of Saudi Arabia, nicknamed the "Prince of Deals" and the "Arabian Warren Buffett". Prior to that he was a consultant at Booz and Co.-- he didn't have to go through investment banking-- and received his MBA
17 Sep 2020
I started out as a desk analyst, doing spreadsheet and programming things for all the traders on the government desk. I went to a non-target state school, and my entry job to the ibank was in the IT division as a VBA Excel and SQL database developer (back when that was special). After a few years, I got a shot as a UST bond trader, making markets to the customer base via the sales force and am now a prop trader. I am trading mostly the same product I used to be a market maker for (govt bonds). Ask me anything.
27 Jul 2019
Experience spans across energy commodity markets, S&T, alternative investments, strategic busdev, corporate strategy leadership and risk mgmt. My Background: BS in Economics-Finance from small university with strong business reputation with 3.7 (studied abroad twice - London & Australia) 2yrs at bulge bracket bank as Commodities Analyst - Power & Natural Gas 2yrs at Top 3 physical commodities trading shop physical prop desk - NGLs, Crude & Gasoline 2yrs at large investment management firm assisting in management of $40B AUM alternative investment funds 3yrs at non-profit helping create
28 Jul 2019
About Founder and CEO of NY based market research/alternative data firm Vancery. Private real estate investor Founding investment team member of NY based hedge fund 3-years GS IBD 4-years Non-Core undergrad Q&A Answering questions relating to my career path, schooling, business, etc. WSO Mentors Do you want a 1 on 1 mentoring session with me? Here's my mentor profile - click here. WSO Podcast: Member @GunnarGregory shares his path from working at Goldman in investment banking across two different groups, from joining a start-up hedge fund to now branching out to run his own business. What he
22 Aug 2019
Ask me anything Previous: Non-target, state school MACC CPA 1 year of audit at national firm 1.5 years of valuation, financial modeling, and QofE (TAS) Passed Level 1 CFA Current: F500 CorpDev analyst Ask me about: transitioning from audit to consulting to m&a. CPA vs CFA What to learn: How to break into PE or VC WSO Mentors Do you want a 1 on 1 mentoring session with me? Here's my mentor profile - click here. WSO Podcast: Member @Medtechmonkey shares how he broke into an exciting high growth M&A corp dev position at a Fortune 500 company coming from an accounting background at a non-target
07 Jul 2019
About I broke into the Blackstone restructuring group, I stayed for 10 months then joined a start-up hedge fund. I'm now working on my own startup (atom.finance) focused on building a modern investment research platform that democratizes access to institutional quality information and tools. Q&A Ask me about my journey, my reasons behind starting my own company or anything related. WSO Podcast Member @eshoy shares his break from the traditional path not once, but twice already in his young career. We cover how he broke into the Blackstone restructuring group (one of the most prestigious groups
25 Jul 2019
About I'm a software engineer who used to work on Wall Street in equity research. My background encompasses both finance and computer programming. My first job out of undergrad was at an investment bank in New York City, but I have since moved into more technical roles and now live in Indiana and write code for a living. Feel free to ask me anything. I can probably give you good insights into what it's like to work in different roles and industries, and share job search strategies that worked for me. Education Purdue University West Lafayette - Computer Information Systems A.S. Indiana
19 Aug 2019
Hi friends. Recently left MBB after spending 2 years after college there. Always thought it was helpful reading Q&A when I was a student thinking about career-pathing, so wanted to offer this up. Busy in a new job, so will respond when available and might close this thread up early, but for now, please ask away. For context: Target college MBB big US office Based in the US Obviously please keep questions professional and I will try to provide as much insight as possible. Won't reveal anything though that is too personal. Still care about anonymity.
19 Sep 2019
Hey guys and gals. I've been away from WSO for a while, but will never forget how much this site has helped me through my career, and figured now was a good time to give back. As mentioned above, I am currently a Research Analyst at a >$5bn Hedge Fund working on Credit and Equities. I started my career on the sell-side in both Credit and Equities. Feel free to ask anything and everything and I'll do my best to respond ASAP.
25 Sep 2019
About Me Working as an Analyst in Product Strategy (intersection between Portfolio Management and Sales) with focus on two multi-asset portfolio groups: Income and Model Portfolios (built from ETFs) Previously interned at a Bulge Bracket Investment Bank's Global Banking division in the real estate and infrastructure team Graduated with a BSc in Economics Q&A Ask me about my time at a BB in London, my work in Asset Management, or anything else that comes to mind. WSO Mentors Do you want a 1 on 1 mentoring session with me? Here's my mentor profile - click here. WSO Podcast: Member @NoelBudapest
18 Jul 2019
Given that I've been able to gain a lot of insight through this forum I figured it was time to give back. Quick background on me: - I went to a non-target school in Toronto - Went from academic probation (less than 2.0 gpa) to graduating with a 3.6 GPA (in yrs 3/4) - Joined a top Tier Strategy Consulting firm - Promoted yearly, exited after 4 yrs. - Joined a fin-tech company to run strategy -> it later sold to a large card brand - Joined a SaaS tech company as a Director to run corporate strategy - Total YoE = 6 Ask me anything, I'm happy to be as candid as I can be about my journey here and
16 Apr 2019
Like many posters before me, I learned a lot by reading the Q&A when I was younger (and continue to find them helpful to this day). I'd like to pay it forward so happy to answer any questions I can. Quick background about myself: * Non-target school * BB coverage in NYC * Entering my third year as an analyst at a $1bn+ special situations / event driven equity fund that is very "operationally-focused" and tends to make concentrated bets Figured I could be of some help with respect to questions around recruiting, HF life, my perspective on HFs vs. PE (interviewed at several PE funds and thought
24 Sep 2019
I've been on buy side, currently bulge bracket ER. I've got a liberal arts undergrad in classics and non target MBA. Ask me anything, would like to help those in need. Best, nerd
12 Mar 2019
Hi folks - I've been active on here for quite some time and thought I'd give back by sharing a bit of my background and providing some advice for those of us on the 'second chance' track. I left my first degree (top 50 undergrad) with a sub 2.0 GPA after 2 years (family issues and frankly, maturity issues). Subsequently, I re-enrolled full time at a very low ranked state college while working full time in the hotel industry. After graduation, I tried to become a management consultant, but my profile clearly didn't fit the bill (one top firm sent me a response stating that I didn't have the
15 Jul 2017
- Currently working in Investor Relations / Fundraising at a PE firm - Prior experience includes 2 years JPM IB in Consumer & Retail and 3 years JPM CB in Oil & Gas - Also did an internship with Barclays Consumer & Retail - Received offers from Evercore (NY), Barclays (NY), and GS (Houston)
24 Apr 2019
Morning guys and Happy Friday! I'm currently the managing partner at a Chicago based options trading firm. I've been here for five years. Prior to this I was a Trading Analyst and then Trader at a large Chicago based prop firm. Ask me anything! The weirder the question, the better!
15 Jul 2018
Pretty bored out of my mind so I figured it would be a good opportunity to be able to answer any of the questions that the WSO community may have regarding an LDP program that I am currently a part of. A little bit of background: -I graduated from an east coast non-target (that thinks it's a target but trust me, it isn't) -Rotational program with the opportunity to be placed in a role supporting any part of the business from FP&A to Treasury to anything you could possibly imagine an analyst doing -2 rotations within the program but overall pretty good visibility into all of the parts of the
11 Oct 2019
Podcast Q&A I've been threatening to do one of these for a couple months, and I figured I'd slam it out while I have some downtime in the office. I'm in my early 30s and I work at a middle-market private equity firm in the Southeastern US. I've taken a rather long, circuitous route to get here, and I'd like to share my story for two reasons: (1) show that yes, unicorns exist, you can take a non-traditional path to get into PE; but that (2) so many things had to break my way at the right time that trying to mirror my path would be a colossally bad idea. Feel free to lob in any questions about
20 Jul 2017
I spent 5 years working as an innovation strategy consultant at McKinsey in the Montreal office. During that time I worked on projects around the world on a wide range of innovation-related subjects. I also interviewed many applicants for associate and analyst roles in Canada and elsewhere. I'm now the founder of Juniper, a boutique consulting firm, and co-founder of Vocaprep, a case interview preparation website. Ask me anything!
20 Feb 2018
Hey Monkeys, WSO was a huge resource for me navigating through and eventually breaking into the AM industry. Thought I'd throw an Q&A for all the grinders interested at AM who aren't at target schools. Went to a small non-target school in Boston. When I say non-target...think smaller and less known than BC. Scored a 2.5 freshman year, but ended up with a 3.8 major and minor GPA by graduation. Started the internship path with the brutal insurance sales job, after-which I cold called and presented my way into an industry research role at a PE search-fund in the Greater Boston Area, worked 30+
11 Sep 2017
Hi there, After lurking for sometime, I figured I'd jump in with a Q&A: Anything you want to ask an E&F allocator? Willing to offer candid thoughts on any and all questions, from the do's and don'ts of getting funded to what life/comp is like on this side of the table. I have 10+ years in the industry, touching every asset class from global equities to private E&P to drug royalties to macro funds. (And bonds too, but bonds are boring.) After hundreds of GP meetings, there are a number of factors that separate those who get funded from those who don't.... ask away!
22 Nov 2017
Hello everybody! I've been very lucky to end up doing what I'm doing My expertise is building low latency trading systems for HFT strategies. I led the software development to do high-frequency trading, executing several different strategies. Nowadays, I started my own consulting firm and working on opening my own quant shop. Ask me anything!
04 Nov 2018
Hi All - I'm ~5 or so years out of college. I did not do a formal 2 years of investment banking and was instead hired out of undergrad as an analyst at a fund. I've worked at several firms in several major US cities. I've worked at one smaller regional firm with $500M - $1B AUM and have since worked for larger firms with $3B+ and $5B+ AUM, both of which are well known and respected in the investment community. In terms of deal experience I've worked on 10-20 deals so far in my career that have ranged from $10M Series A investments to $20M-$50M minority growth equity investments in unprofitable
04 Sep 2016
In this discussion I'd like to receive others perspectives on "Sweat equity partnerships". After speaking with an attorney last week, he mentioned one of his clients being only eighteen years old and owning twelve income producing MF properties. I do not know the number of units in each property, but i would assume it's a minimum of 8-16 units. After asking some brief questions the attorney disclosed that the partnership was 50/50 ownership and the eighteen year old's percentage was "Sweat equity". Has anyone ever been in a similar partnership where you receive equal ownership and your
27 Jul 2019
Bio: Khe attended Yale University and has 15 years of finance experience, mostly as a fund of funds investor. Khe was promoted to Managing Director at Blackrock at the age of 31, and last year left to explore entrepreneurial passions around community building and helping people be their best selves. See his full bio below. Here are some principles he lives by: Don't "Network" Genuinely help people. Build meaningful relationships, instead of asking for introductions or advice. Younger employees often feel insecure that they have very little to offer to older ones, and that it is an asymmetric
08 May 2016
Hey guys, Long time lurker here, thought I would give back and add some value to WSO after learning a lot from here during the last few years. As the title states 1st year analyst (nearly 2) , have gone through the whole progression system; Spring > Summer > Grad position. I'm happy to answer any queries anyone has about the profession itself or the path to get there.
10 May 2017
Thought I would give back to the community a little and post a Q&A! About me: Financial Analyst at a big name F100 tech company. Graduated in 2015 with a finance degree from a well regarded school. I have worked in my current role for ~2 years, so figured I could field some questions. Happy to answer almost anything.
09 May 2017
My Background Previously with Goldman Sachs as a portfolio manager focused on alternative investment vehicles Graduated with BS in Industrial Engineering MBA Specialties: Fixed income, mutual funds, emerging markets, macro strategies, real estate developments WSO Mentors Do you want a 1 on 1 session through the WSO Mentor program? Here's my mentor profile - click here. WSO Member @CaliforniaMax shares his story, how much he's been paid in his career and the best advice to his younger self. What he did when the first job out of his top MBA disappeared within 3 months and practical career advice
21 Jul 2019
First time poster -- I graduated Spring 2018 from a target school and this forum helped me a lot in my preparation, so I wanted to offer a Q&A to give back and hopefully help out some rising seniors or others in college looking to get into consulting.
15 Jul 2018
Hey Everyone, I've been a longtime reader of the forum and just want to thank everyone for all the helpful information I've found throughout the years from undergrad to my first internship and onto to being a sales and trading analyst. I feel like there's quite a few day in the life threads for banking and I wanted to create something similar for sales and trading at the analyst level. Let's hear it. All the Best, Winston Wolfe
17 May 2016
Hello everyone, A few months ago I came to this board with a really tough dilemma and you guys helped me see it through. I now want to pay it forward as I know that people are getting increasingly interested in corporate development/ corporate finance. Here is my story: I studied at a non-target school in Europe and partied throughout most of my undergrad. During the time I spent there, I did 4 internships in completely different industries, with 2 being at American BBs. I got FT offers for both, but was not interested in S&T, so decided to accept a Corp Dev gig. It was a small team doing lots
24 Apr 2016
Long-time WSO user, created a new account for this Q&A. I got a lot of help from this forum during my recruiting process and I owe a lot to WSO. Wanted to try and give back by offering some insight into equity research, recruiting, exit opps and general life at a BB think (JPM/MS/GS/BAML). Background: Ivy, 3.75 GPA, some work experience and leadership in extracurriculars but no finance experience before junior summer. Story: Knew I wanted to be involved in the public markets and finance and eventually become an investor. Knew I wanted to work hard but not go sleep deprived and gain the 15
12 Oct 2014
I have been an ER analyst at a BB for the last 3 years... I am now moving to the buy side, starting in 2 weeks' time. I have always found these threads useful so thought would create one myself in case anyone wants to ask about sell side (or buy side) equity research, and I will do my best to help. Cheers.
13 Jul 2014
Hey all, long time lurker first time poster. Just wanted to share my background and answer questions for those interested. Background: 7 years of investment research experience prior to b-school, mostly in equities (some credit) with half of that on the buyside at a hedge fund; sectors covered included technology, specialty finance, insurance and CMBS. After b-school (2013) have been in a HY/Distressed analyst role covering the tech and telecom sectors at a credit hedge fund. Education wise, have a double major from a top tier/semi-target, MBA from a top 10 and the CFA designation. Given that
29 Mar 2015