Wall Street Oasis ציבורי
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Gain critical career and life insights from the most inspirational members on Wall Street Oasis. Detailed advice around recruiting, interviewing, networking and "day-in-the-life" segments. Even those who've "made it" usually didn't follow a straight path. Join us to hear of the twists and turns of successful professionals across investment banking, private equity, hedge funds, management consulting, prop trading, asset management and more!
 
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In this episode, Jaimi Goodfriend, Head of Point72's Investment Professional Development and director of the Point72 Academy shares her winding path through Wall Street. From starting in M&A when she graduated from Michigan in 1997 to her jump to equity research a few years later, we learn the main reason she decided to pursue a career in finance a…
 
In this episode, ConsumerInvestor shares her path from a non-target school to breaking into the equity research group at a bulge bracket bank. We learn how she landed a key sophomore summer internship, why she was so attracted to equity research, and how she eventually made the transition to another bulge bracket bank in order to get into investmen…
 
In this episode, member Benioff The Third shares his unlikely path from a non-target school on the east coast to one of the top VC funds on the west coast. We learn how he broke into investment banking at a middle-market shop, why he lateralled to a bulge bracket in tech M&A and eventually why he made the leap to VC. Listen to some great tips on ho…
 
In this episode, Matt shares his impressive path from UPENN as a biology major to equity research at Morgan Stanley. Learn how he managed to make an internal lateral move in Morgan Stanley's tech IB team, how that opened up the opportunity at Khosla in venture capital and how he approached starting his own business. Finally, learn why Matt ended up…
 
In this episode, Harrison shares why he turned down a full ride to Stanford to play soccer at Indiana University, how he broke into investment banking at JP Morgan and why he transitioned to a smaller middle market firm in Cleveland. Learn how he quickly positioned himself for one of the few coveted private equity spots in Cleveland and how he's al…
 
In this special episode, I give honest advice to a small group of MBAs and MSF students from John Hopkins University that face an uphill battle when trying to apply to front office finance roles. We talk strategy when networking, the future of WSO and I try not to sugar coat anything.
 
In this episode, John shares his path from a non-target university to his current job in real estate private equity in south Florida. Learn how he was able to land his first internship in M&A, how he managed to transition an internship role into a full-time offer from a family office post-graduation and what he did when he was fired 3 months later.…
 
In this episode, Omar shares his winding path trying to find his way forward. Coming from a family of entrepreneurs, he didn't feel pressure to get a traditional job coming out of school and had experimented with side hustles throughout his time at the University of Toronto. Listen to hear about his networking hack when he was working in dead-end A…
 
In this episode, we hear about Pierre's improbable story. From growing up with almost nothing to being a first-generation high school and college graduate and earning $30,000 in his first job out of school, to pursuing a master's in organizational psychology and eventually landing at UVA for his MBA at Darden. We learn how he managed to secure a jo…
 
In this episode, TarHeelMonkey shares his path from UNC to BAML. We understand what interested him in finance back when he was in 8th grade, why he didn't get a full-time offer in his first summer and why he ended up transitioning into private equity after 1.5 years in banking.
 
In this episode, "Max" shares his path on how he broke into investment banking in London coming from a non-target school in Italy. Learn how networking played a role, how he made the cut during a competitive intern year with an offer rate under 50% and how he was able to close 10 deals in under 4 years once he joined full time. Listen to his strugg…
 
In this episode, Andy shares his path from NYU Stern to the stressful summer analyst internship recruiting process. We learn how he ended up at UBS, what happened when his group, Power and Utilities got dissolved, his strategic decision to join the energy group, and how he leveraged his time in banking to land a very interesting corporate developme…
 
In this episode, Dan shares his unlikely path as a history major at a complete non-target college in the midwest. We learn how he was unemployed when he first graduated, how his first job was in the back office, how he managed to break into a business analyst role at a respected boutique investment bank and how he managed the delicate conversations…
 
In this episode, Ken Margolis, Partner of Castle Placement walks us through his 30-year finance career. We learn how he quickly moved from Audit at Arthur Anderson back in the 80s to structured finance with Soloman Brothers as his first client, how Credit Suisse (then First Boston) made him an offer he couldn't refuse to jump ship, how he survived …
 
In this episode, Sarah explains why she ended up at a non-target school, how her 4.0 GPA opened a lot of doors and how she ended up at a bulge bracket investment bank in New York. Learn how she dealt with private equity recruiting and when she realized that she was more interested in growth equity and the VC world. Finally, listen to how she got he…
 
In this episode, Jakub shares his winding path going to university in Prague and leveraging multiple internships including at KPMG and Accenture to get important experience. Learn why he went to Seoul, how he landed a full time offer at an investment bank in Vienna, why he transitioned to Munich and some sacrifices he made along the way for family.…
 
In this episode, MilitaryMonkey shares his winding path from West Point to serving in the army for over 5 years. Hear what happened on his birthday when he was stationed in Afghanistan, when he thought an MBA might be a good idea and how he broke into a top bulge bracket bank as an associate with no previous technical background. Also, pay special …
 
In this episode, we learn how Joe used an extra year of school to get a masters in accounting in order to get another shot at recruiting and how he was able to land a relevant position to IB in Capital Markets Advisory at a Big 4 right out of school. Listen to hear how he was then able to make a successful transition to the healthcare group at Jeff…
 
In this episode, Alex shares his winding path. This includes his stops at: a non-target university in London to an equity research internship in Moscow, to a target masters program in London, to a 6-month internship at SocGen where he was laid off, only to be re-hired into another group 2 months later, to his internal jump within SocGen to the TMT …
 
In this episode, Elliott shares his winding path from majoring in Mechanical Engineering to breaking into management consulting at Accenture. Learn why he decided to go to Harvard Business School to break into private equity but made one important pivot before enrolling. Listen to how he hustled during school to make his dream a reality and why he …
 
In this episode, ColoradoMonkey shares his path from a non-target undergraduate state school to an investment banking role at a top bank. We learn how he was able to suddenly unlock ten interviews AFTER striking out on his last superday early in his junior year.... as well as how he was able to take a similar mindset to help him land in private equ…
 
In this episode, BoutiqueBananas shares his path from graduating near the top of his class at Wharton, why he ended up at Moelis for two years and why he decided to travel for a year after his analyst stint. Learn how he got back into investment banking only to be laid off soon after and how he is approaching his next search.…
 
In this episode, CorpDevWestCoast shares his path experiencing several 6-month long internships during undergrad to landing in portfolio management at a firm that deals exclusively with ultra high net worth clients. We learn about the investor allocation or fund of funds world, the ugly side of wealth management, how he showed a genuine passion for…
 
In this episode, Sara walks us through her time at Michigan working toward both a bachelors and masters in engineering as well as how she was able to land an internship alongside other MBAs at Microsoft to help launch her career into strategy and corporate development in the cloud computing space. We learn how her technical background was an asset …
 
In this episode, Roger shares his story of coming from a family in construction to working at a Big 4 in the real estate consulting division. We learn what motivated him to pursue accounting and finance in college, what he did when he realized he was behind his peers with no sophomore internship, and how he made the transition from audit successful…
 
In this episode, James shares his path from the non-profit world and the Peace Corp to working as an associate in private equity after getting his MBA from Duke. We learn what it was like living in Costa Rica working for the Grameen bank as well as how he defied all odds to land a job in private equity, even after he didn't get a return offer from …
 
In this episode, @TexasInvestor shares his winding road from a non-target to starting law school to a sudden pivot to a Masters in Finance. Learn how he broke into a bulge bracket investment bank and why he was so eager to get out and what it has been like working for several family offices in the fund of funds space as a capital allocator.…
 
In this episode, we learn how Barrett managed to break into investment banking out of the University of San Diego even though he didn't even know what investment banking was until his Junior year. He gives some must-listen advice on networking, how to interview when you're not a subject matter expert and how he was able to find the right opportunit…
 
In this episode, PragueHF shares her road from studying law and business in Prague to starting out in a commercial banking rotational program in Germany. We learn about why when she was transferred to London that she decided to stay even though it meant switching banks and how she approached her big jump to a buyside credit fund in the past year.…
 
In this episode, Solomon shares his path from Ethiopia to the DC area when he was just 6 years old. Learn how his path was shaped at UVA to consider finance and how his internship at JP Morgan in S&T pushed him to consider banking instead. Listen how he shares some great advice on brand name and taking on risk early in your career.…
 
In this episode, Brittany gives us a front-row seat to her long and winding path to land as a management consultant at BCG. Find out how she was disadvantaged as a first-generation college student, why she went back to get her MBA at UCLA Anderson and how that propelled her into a much more rewarding and intellectually stimulating path she is on no…
 
In this episode, Cole shares his winding path in real estate private equity. From landing an analyst position in Agricultural PE right out of Duke to pivoting to a CRE acquisitions and dispositions role, he has always looked to make the move where he'll learn the most rather than chase the biggest paycheck. Learn what he's up to now in the midst of…
 
In this episode, LiberalArtsBanker shares his winding path from a small liberal arts college to VP at Goldman Sachs in investment banking. Learn why he started out in a trading role, why he jumped to a prop shop after a few years, his advice on trying to build a career as a trader as well as why he pivoted to IB with an MBA.…
 
In this episode, chicago13 shares his winding path graduating from Berkeley in 2006 and trying to make it big by building apps and living in the start-up ecosystem in Silicon Valley. Listen to why it didn't work out along with some words of warning, what the main turning point was and why he ended up getting his JD and jumping into Big Law...only t…
 
In this episode, Jason shares his path coming from a non-target school, and how a mentor from his home town changed his life. Listen to how he was able to land a few critical internships, prepare for the interviews, and beat the odds to land a full-time offer in the fixed income division of Morgan Stanley right out of undergrad. Learn why he ended …
 
In this episode, Tim shares his path graduating with a masters in engineering and quickly losing his job as the scandal at Enron unfolded. We learn how he got back on his feet, how he leveraged the MBA to get a job in investment banking on the west coast during the great financial crisis in 2009 and eventually how he had a 10 year run from Associat…
 
In this episode, FinTechSF shares his winding path from graduating during the financial crisis in 2008 and having to leave the US as an international student back to Dubai. Learn how he got his foot in the door at PwC in audit and managed to make the transition over to the transaction advisory practice in only 1.5 years even though they kept tellin…
 
In this episode, Yuri shares his winding path starting out graduating from his master's program in London right at the start of the global financial crisis and turning down an offer to start at Goldman Sachs to travel the world and try to get into a more direct investing role. Listen to his great advice on specific questions to ask when interviewin…
 
In this episode, SkininTheGame16 shares his non-traditional path to a top asset manager in London. From dropping out of high school to traveling abroad to breaking into a top Masters program in London, hear how he navigated some unforgiving circumstances growing up in Brussels.
 
In this episode, Avi shares his unusual path from investment banking, to running a magazine start-up and then back into investment banking two years later. After that re-entry into finance, Avi was able to lateral to an IR role at a private equity fund and eventually became COO of Riverside's European Fund 7 years later. Finally, he made the bold (…
 
In this episode, Stephanie shares her winding path over her almost 20 years in finance. From getting a ton of responsibility early in her career for internal M&A at a Big 4 to her pivot into investment banking in DCM, she always seemed to find her way to rapid promotions and managing large teams. Learn what she feels set her apart and how you might…
 
In this episode, Daniel shares his long and winding path in finance careers. Initially getting his undergrad degree, a CPA and a Masters in Finance in France, he moved the USA with Deloitte in their restructuring practice. From there, he used an MBA from NYU Stern to jump into investment banking at Lehman Brothers, starting as an associate with 3 y…
 
In this episode, Ryan shares his interesting path from graduating as an Engineer in rural Canada to pivoting to get his MBA from Oxford several years later. Learn why he ended up joining E&Y's transaction advisory services upon graduating and how he was able to land a hybrid job in private equity and venture capital within one year in London. We al…
 
In this episode, Sam explains his path from the Ivey School of Business to an investment banking analyst position at Credit Suisse in London, right during the financial crisis in 2008. We learn why he turned down a return full-time offer from Scotiabank and rolled the dice his senior year, what it was like when half his analyst class got laid off w…
 
In this episode, member @EdmundBerke shares his path from a non-target school in the southeast US to breaking into an investment analyst role at a $3bn family office straight out of undergrad through a church program. Learn why he transitioned out of that role, how he helped add value to a legal firm for their ultra-high net worth clients and then …
 
In this episode, member MBBtoPE shares his path out of a target university to a top role at a management consulting firm. We also get an inside look into what it was like recruiting for private equity during the crazy 2019 on-cycle recruiting process. From interviewing on a Thursday night from 8pm until 1am to starting again the next day at 7am, li…
 
In this episode, Brian shares his path from undergrad in the US to working straight for a new venture capital fund in Tokyo. Learn why he turned down his return offer in investment banking after his junior year summer at Jefferies and what the biggest challenges were as a junior employee in a sink-or-swim role.…
 
In this episode, MidwestMonkey2 shares his story coming out of a large non-target state school. Learn how he still managed to land incredible internships at front office investment banking roles in both his sophomore and junior year as well as why he turned down his full-time offer from one of them to jump straight to the buyside. I think this epis…
 
In part 2 of this 2 part chat with Paul, we cover his days working at McKinsey and how he managed to make the difficult transition into private equity as a consultant. We talk all about the private equity recruiting process, imposter syndrome, meditation and how he was able to find balance. In this part 2, Paul has some really great foundational ad…
 
In part 1 of this 2 part chat with Paul, we cover his days as an undergraduate at a non-target school in the midwest. We find out how he managed to break into an investment banking internship at Morgan Stanley and why he pivoted to consulting after a health scare. We learn how he was able to successfully recruit at both a top investment bank AND a …
 
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זכויות יוצרים 2021 | מפת אתר | מדיניות פרטיות | תנאי השירות
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