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Wall Street Oasis

E100: Credit Suisse IB to First Employee at a Data Analytics Platform

Wall Street Oasis

Wall Street Oasis

Business

4.9534 Ratings

🗓️ 30 April 2020

⏱️ 49 minutes

🧾️ Download transcript

Summary

In this episode, Joshua shares his path from Princeton to investment banking at Credit Suisse. Learn why it wasn't a great fit for him, his surprising transition out, the risks and benefits of not having a clear direction and how he landed at an exciting small business experiencing rapid growth. I really enjoyed this chat because there was a lot of honest reflection about burnout, private equity recruiting, trying to find your way and the importance of exploration and faith in your abilities to find interesting opportunities - many which you'd never know about unless you were actively looking.

Transcript

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0:00.0

Hello and welcome. I'm Patrick Curtis, your host and Chief Monkey, and this is the Wall Street Oasis podcast. Join me as I talk to some of the community's most successful and inspirational members to gain valuable insight into different career paths and life in general. Let's get to it.

0:25.2

In this episode, Joshua shares his path from Princeton to investment banking at Credit Suisse.

0:30.2

Learn why it wasn't a great fit for him, his surprising transition out, the risks and benefits of not

0:35.2

having a clear direction. Now he landed at an exciting small

0:38.2

business experiencing rapid growth. I really enjoyed this chat because there was a lot of honest

0:43.1

reflection about burnout, private equity recruiting, trying to find your way and the importance

0:47.7

of exploration and faith in your abilities to find interesting opportunities, many which you'd never

0:52.6

know about unless you were actively looking.

0:55.0

So enjoy.

1:08.9

All right, Joshua, thanks so much for joining the Wall Street of a podcast.

1:09.7

Thanks for having me. Happy to be here.

1:10.7

Said it'd be great if you could

1:11.6

just give the listeners a quick summary of your bio. Sure. So I went to Princeton University

1:17.0

where I majored in politics and international relations. When it became pretty clear that I wasn't

1:24.9

going to be a diplomat. I started looking towards the finance

1:28.6

world, did an investment banking internship at Credit Suisse in the industrials group, enjoyed my summer,

1:35.9

went back full time, and did the beginning of the analyst program there, was there for about

1:41.5

a year and a half, dip my toes in the water when it came to

1:45.6

byside recruiting and realized that it wasn't right for me at the time, and neither was staying at

1:53.2

Credit Suisse. So I left and took a finance and operations job at a music tech, ad tech business in New York City called F sharp. So it was

2:03.7

there for a little while running everything from, you know, accounts payable, accounts receivable,

2:09.2

to benefits to HR, before leaving there for an opportunity at concertive, which was actually

...

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