E178: Back Office in IB to Investment Analyst at Titan (Fast-growing FinTech Company)
Wall Street Oasis
Wall Street Oasis
4.9 • 534 Ratings
🗓️ 11 November 2021
⏱️ 55 minutes
🧾️ Download transcript
Summary
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. |
| 0:22.0 | Let's get to it. |
| 0:25.3 | In this episode, Chris shares his winding path from the University of Miami all the way to his |
| 0:30.4 | current role as an investment analyst that Titan, a fast-growing fintech firm. |
| 0:35.1 | We cover a lot in this episode, including his role in the back |
| 0:38.4 | office at a bulge bracket investment bank, why he was trying to get out before his role even started, |
| 0:43.4 | how he transitioned to a boutique investment bank on the West Coast, what he did when that blew up, |
| 0:48.4 | how he was duped into taking a Corp Finn position that promised the world, his amazing experience |
| 0:52.9 | working at a family office, his |
| 0:54.7 | quarter life crisis, and finally his new investment analyst's role at Titan. Buckle up and enjoy. |
| 1:04.8 | All right, Chris, thanks so much for joining the Wall Street Oasis podcast. Patrick, thank you so much for having me. |
| 1:11.6 | It's great to be here. |
| 1:12.6 | To be awesome, if you could just start by giving the listeners a quick summary of your bio. |
| 1:17.6 | Sure. |
| 1:18.6 | So I went to undergrad at the University of Miami, a double major in finance and econ. |
| 1:24.6 | Graduated in 2013, and after having a role as a financial analyst, |
| 1:28.9 | I was an investment banking analyst for a boutique, |
| 1:32.7 | oil and gas focused company. |
| 1:35.5 | This was back in 2013, 2014. |
... |
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