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Wall Street Oasis

E122: CLO Structuring at Morgan Stanley to Restructuring Finance at Citi to Buyside at a Family Office

Wall Street Oasis

Wall Street Oasis

Business

4.9534 Ratings

🗓️ 19 July 2020

⏱️ 57 minutes

🧾️ Download transcript

Summary

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 up moving over to Citi in their investment banking division and eventually why he jumped to the buy-side at a family office.

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.

0:21.7

Let's get to it.

0:25.3

In this episode, Jason shares his path coming from a non-target school and how a mentor from

0:31.0

his hometown changed his life. Listen to how he was able to land a few critical internships,

0:36.3

prepare for the interviews,

0:42.7

and beat the odds to land a full-time offer in the fixed income division of Gordon Stanley right out of undergrad.

0:49.5

Learn why he ended up moving over to City in their investment banking division and eventually why he jumped to the byside family office.

1:03.0

Enjoy. All right, Jason, welcome to the Wall Street Oasis podcast.

1:04.7

Hey, thanks, Patrick.

1:05.6

Glad to be here.

1:08.6

So it would be awesome if you could just give the listeners a short summer of your bio.

1:09.8

Sure.

1:11.6

So I'm from New Jersey. I went to college at Rutgers Business School, major in finance, mine economics.

1:15.6

Out of school, I went to Morgan Stanley as my first job after my junior summer internship.

1:20.6

I'm the CLO structuring desk.

1:22.6

It's been a few years there and wanted to make the switch to more of traditional investment banking,

1:26.6

where I wanted to learn more about those companies that we're securitizing in our CLOs.

1:31.3

So I made the switch to city groups, restructuring financing desk, spent a year and a half there

1:36.3

and then made the switch to the buy side where I'm currently at the Tishman Family Office,

1:40.3

where I'm an investment associate covering a broad range of things.

1:43.3

So I'm being structured credit, corporate credit, and I've also gotten the opportunity to look into

1:48.7

VC and real estate as well. Very fun. Cool. So let's start all the way back at Rutgers. Tell me a

...

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