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Wall Street Oasis

E145: Private Equity from the Back Office and Complete Non Target School

Wall Street Oasis

Wall Street Oasis

Business

4.9534 Ratings

🗓️ 14 January 2021

⏱️ 56 minutes

🧾️ Download transcript

Summary

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 to transition to a front-office IB role at that same bank. Listen to how he navigated private equity recruiting and how one person made a dramatic shift in his thought process and trajectory.

Transcript

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0:00.0

Hello and welcome.

0:07.7

I'm Patrick Curtis, your host and Chief Monkey, and this is the Wall Street Oasis podcast.

0:13.8

Join me as I talk to some of the community's most successful and inspirational members

0:17.7

to gain valuable insight into different career paths and life in general.

0:21.9

Let's get to it.

0:25.2

In this episode, Dan shares his unlikely path as a history major at a complete non-target college

0:30.9

in the Midwest. We learned how he was unemployed when he first graduated, how his first

0:36.1

job was in the back office, how he managed to

0:39.0

break into a business analyst role at a respected boutique investment bank, and how he managed

0:43.4

the delicate conversations to transition to a front office IB role at that same bank. Listen to how

0:49.2

he navigated the private equity recruiting process and how one person made a dramatic shift in his thought

0:54.7

process and trajectory. Enjoy.

1:01.9

All right, Dan, welcome to the Wall Street Oasis podcast.

1:07.6

Thanks for having me, Patrick.

1:09.2

So it would be...

1:09.9

Yeah, it'd be great if you could just give the listeners a short summary of your bio.

1:15.4

Yeah, absolutely.

1:16.5

So, you know, I'll try to give a quick high level.

1:21.0

I grew up in New York State.

1:24.2

Kind of was a really strong student of history in high school. You know, I did kind of well on

1:31.7

math, was never really, never really, you know, one of my main focuses. I would say I really liked

1:37.6

history a lot more. So when I went to college, I kind of wanted to, you know, focus on his. I didn't

...

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