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Wall Street Oasis

E35: 3 Years as an IB Analyst at a BB -> Private Equity

Wall Street Oasis

Wall Street Oasis

Business

4.9534 Ratings

🗓️ 12 September 2019

⏱️ 26 minutes

🧾️ Download transcript

Summary

Member @Mentor2019 shares his story from a semi-target to landing a bulge bracket investment banking offer. Why he stayed for 3 years before making the jump to private equity and why he targeted smaller funds. His AMA is linked here. Want him to Mentor You? Book time to chat with him here

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.

0:21.6

Let's get to it.

0:25.3

In this episode, Member Mentor 2019 shares his story from a semi-target to landing a bold

0:31.5

bracket investment banking offer, why he stayed for three years before making the jump to private

0:36.3

equity, and why he targeted smaller funds.

0:39.3

Enjoy. Great, mentor 2019. Thanks so much for joining us.

0:55.9

Yeah, no problem. Thanks for having me.

0:59.0

So it would be great if you could just give the listeners a quick summary of your background.

1:11.7

Yeah, sure. So with student consulting and some other student organizations and have the opportunity to do a trip to New York sophomore year where we toy around to, you know, invest in banks, hedge funds, a little private equity, just to kind of

1:18.0

see what the finance landscape was like in New York. And so that's kind of one first showed up on

1:24.7

my radar and learned a lot about it and was able to network with some people up there.

1:30.2

And then I think that put me in a good position for recruiting junior year, fall junior year.

1:38.5

Just having that little story to be able to tell.

1:45.0

Like having visited New York and stuff?

1:48.0

Yeah, having visited and having kind of like seen it from up close and being able to meet

1:52.0

with a lot of people with different banks and speak with them afterwards,

1:57.0

nervous summer. And then actually that summer after sophomore year, I had internship in London for like

2:04.9

eight weeks that it got set up through the school, which wasn't directly related to

2:10.3

finance, but I was able to kind of spin it like that.

2:14.2

And then when on-campus recruiting came in, the fall, I got an offer for a summer analyst position in JP Morgan.

2:22.8

So I went up there and worked on their industrials team and then got the return offer at the end of the summer and went back to the same group.

2:30.3

And was an analyst there for three years.

...

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