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Q&A: The Final Cut
Hello WSO. My investment banking journey started with my first post on WSO back in 2006 after I had just received my full time offer as an IBD analyst. After 15+ years of banking, private equity, and business school, I decided to call it quits and retire. On that note, I wanted to offer up one final...
Q&A: I went from BO operations to FO product analyst at a global 1T+ AUM asset management firm.
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...
Q&A - I'm a Non-target who broke into MM IB with no prior experience
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...
Q&A: Former Ibanker / PE Associate & a former Consultant. We now run a business coaching charisma and lifestyle design
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...
Q&A: Peking University Professor / Global PE Investor / Former Alwaleed Exec
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...
I am a consultant at a non-MBB firm in London: Q&A
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...
Q&A: Recent Quitter from Fixed Income S&T to Startups
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...
Q&A: I'm a media and entertainment analyst
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...
Q&A: I'm an Investment Analyst working at a long-only and L/S fund
Q&A: Distressed/PE Associate
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),...
Q&A: 3rd year analyst at a boutique PE fund in the SEA region
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...
Q&A: F50 LDP 1st Year Analyst
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...
Q&A: Hedge Fund Lawyer
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...
Q&A: I'm a Cross Capital Structure Hedge Fund Analyst
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...
Q&A - 3rd Year HF Analyst at Special Situations / Event-Driven Fund
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...
Q&A: spent 2 years as a BA/A/AC at MBB
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,...
Q&A: Equity Analyst & Trader (VP level) at $12+ bn Hedge Fund
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...
Q&A: Goldman IB to HF Investor to Entrepreneur
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...
Q&A: Sell Side Equity Research to Software Engineer
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...
Q&A: 2nd Year Associate at a VC fund - Breaking in With a Fund of Funds + IB background
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...
Q&A - Commodities Trading, Alternative Investments, Alt Data
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...
Q&A: former BB market maker (trader) for US Treasuries - now a prop trader
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...
Q&A: Journey from Blackstone to starting my own business
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...
Q&A: Engineering to Portfolio Manager to MBA
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...
Q&A: Non-target Career Changer to VP of Development
@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...
Q&A - AM Investment Analyst at Top Firm With No Return Offer
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...
Q&A: I didn't get a return offer
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...
Q&A - F500 Senior Analyst CorpDev
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...
How to find Off-Market CRE properties?
Thought this might be a useful discussion. I'm looking for multi family investment properties in particular. When it comes to finding properties there are plenty of listings online, but what about "off-market" deals? - What is the best way to find these properties? - What are the benefits of this...
Q&A: Non-Target to Strategy Consulting to Director
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...
Sweat Equity Partnerships ?
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,...
Bulge Bracket ER Q&A
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
Q&A- Undergrad to PE (Ask me anything)
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...
Ask Me Anything - Currently Doing PE IR; previously Associate at JPM C&R
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)
Q&A: I worked as a CTO at prop-shop doing high frequency trading (HFT)
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...
Q&A: Recent graduate starting at MBB soon
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.
Q&A: Managing Partner at a Options Trading Firm
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!
Q&A: Hedge Fund Allocator at a $2B+ E&F
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...
Q&A: I was a consultant and interviewer at McKinsey
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...
Q&A > Non-Target > Search Fund & AM internships > BB AM 1st year - FI > (Think Wellington, Fidelity, Blackrock)
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...
Q&A: My journey, from the lab to MMPE
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...
Q&A - Left First Undergrad with Sub 2.0 GPA====> Booth MBA/"Tier 2" Consulting
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...
1st Year Equity Research Analyst BB London - Q&A
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...
Corporate Finance Analyst at F100 Tech Q&A
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...
Q&A: I’ve held Pre-MBA MM LBO, Growth Equity and Venture Capital investment roles for funds with $500M+ AUM to $5B+ AUM
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...
Ask a bro: Thebrofessor's Q&A, 2016 edition
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Q&A: Sales and Trading Analyst
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...
Blackrock MD BY 31: Ask me Anything
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....
Q&A: Non-target --> 2x SA at BB --> FinTech Corp Dev --> Corp Dev at a large company
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...
Q&A: International, Engineer, starting MBA at Kellogg this fall
I got admitted to Kellogg for 2Y MBA program, starting this fall. As the admissions season is about to start, wanted to help fellow monkeys ripping their sanity off with their GMAT/Applications/Visits etc. Profile: International (S-E Asia), Engineer working in the Aerospace Industry (Technical) with...
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