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Wall Street Oasis

E148: Investment Banking at BAML to Private Equity out of UNC

Wall Street Oasis

Wall Street Oasis

Business

4.9534 Ratings

🗓️ 4 February 2021

⏱️ 62 minutes

🧾️ Download transcript

Summary

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.

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, Tar Heel Monkey shares his path from UNC to BAML.

0:30.1

We understand what interested him in finance back when he was in eighth grade,

0:34.2

why he didn't get a full-time offer in his first summer,

0:39.1

and why he ended up transitioning into private equity after 1.5 years in banking. Enjoy.

0:47.1

All right, Tar Heel Monkey. Welcome to the Wall Street Waces podcast.

0:53.3

Thanks, Patrick.

0:54.8

Nice to be here.

0:57.7

It would be great if you could just give the listeners a short summary of your bio.

0:59.4

Yeah, of course.

1:01.8

Well, I grew up all over the world. I did my last years of high school in Sydney and middle school in India and kind of, you know,

1:08.6

grade school in Bentonville, Arkansas.

1:13.4

So all over the place,

1:19.0

very different environments all across the board, but got my interest in finance at a very early age. And so going, I went to UNC for undergrad and pursued finance, you know, very sincerely

1:25.5

and then very diligently as sort of my primary career pursuit

1:29.3

and was very fortunate to land as a sophomore intern at Bank of America Merrill Lynch.

1:35.3

I had a phenomenal experience, came back for another summer and, you know,

1:39.3

transition into a full-time role as part of their power and renewables investment banking group

...

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