Breaking Into Investment Banking From a Non-Target | Mentor Podcast
Wall Street Oasis
Wall Street Oasis
4.9 โข 534 Ratings
๐๏ธ 26 January 2026
โฑ๏ธ 58 minutes
๐๏ธ Recording | iTunes | RSS
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| 0:00.0 | Didn't really know much about finance. |
| 0:01.8 | I didn't come from, you know, a family with, you know, a financial background. |
| 0:04.9 | I didn't understand the language. I didn't understand the culture. Definitely felt a bit of imposter syndrome. Take me through the timeline of like your first super day. I got interviews, I got super days, probably five. And then I rejected from all of them except BAML. when like recruiting kind of did open up junior year at that stage, had you done a lot of networking? |
| 0:23.9 | The first thing he said to me was, oh, I heard you the time to join us today. |
| 0:46.2 | Thanks, Patrick. |
| 0:46.9 | Really happy to be here. |
| 0:48.2 | So it would be awesome if you could give the listeners a short summary bio where you're from, all that good stuff. |
| 0:52.4 | Of course, absolutely. |
| 0:53.8 | So I attended the |
| 0:55.3 | University of Maryland. I'm a Maryland kid through and through big Redskins slash a Wizards guy, |
| 1:02.9 | but attended the University of Maryland, which was like 15 minutes from where I grew up. |
| 1:08.2 | Didn't really know much about finance. I didn't come from, you know, a family with, you know, financial background. |
| 1:13.1 | But when I got to the University of Maryland, joined the business school, we actually had a pretty |
| 1:17.9 | decent amount of exposure for, you know, for a non-target, a relatively good amount of exposure |
| 1:22.6 | to Wall Street. |
| 1:23.9 | And so I had a couple of friends who had done internships in investment banking at Goldman |
| 1:28.2 | in places like that. Decided to go the Wall Street route, you know, joined all of the finance |
| 1:33.7 | clubs, the investment banking club, ended up getting an offer at BAML actually to join their |
| 1:39.8 | trading desk. I was there for about six months and then actually decided to join the ECM desk. |
| 1:46.2 | We can get into, you know, the rationale for that later. But worked in ECM at B of A for about two |
| 1:52.7 | years. From there, I had an opportunity to join Citadel on one of their byside ECM investing desks, |
| 2:00.4 | which we can also delve into later, was at Citadel |
... |
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