Wall Street Oasis

Wall Street Oasis

Gain critical career and life insights from the most inspirational members on Wall Street Oasis. Detailed advice around recruiting, interviewing, networking and "day-in-the-life" segments. Even those who've "made it" usually didn't follow a straight path. Join us to hear of the twists and turns of successful professionals across investment banking, private equity, hedge funds, management consulting, prop trading, asset management and more!

All Episodes

In this session, we catch up with Tarnvir as he has made the successful transfer to Emory from Baruch since we last spoke over the summer. We have a long discussion about diversity programs, summer analyst recruiting and a plan for him as he enters a critical juncture in his Sophomore year.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nov 25

39 min 1 sec

In this episode, EquityTrader shares her path from a Masters degree in France to working in FX Sales in Belgium. We learn why she was so confident quitting, how she ended up in Germany at a French bank working in Asset Secured Financing Sales and finally, what lead to the most jump to work in London as an equity trader over the past three years. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nov 18

55 min 14 sec

In this episode, Chris shares his winding path from the University of Miami all the way to his current role as an investment analyst at Titan, a fast growing fintech firm. We cover a lot in this episode:Hear about his role in the back office at a bulge bracket investment bank, Why he was trying to get out before his role even started, How he transitioned to a boutique investment bank on the west coast, What he did when that blew up How he was duped into taking a CorpFin position that promised the world His amazing experience working at a family office His quarter life crisis and finally His new investment analyst role at TitanBuckle up and enjoy!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nov 11

54 min 55 sec

In this session, Grace shares her experience working at Citi as a summer analyst across two groups. Listen to some important lessons and what her plans are for Junior Year since she already has her Blackstone internship lined up for next summer.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nov 4

20 min 22 sec

In this short session, Grace and I discuss her Citi internship this summer and I give her some advice on how to make sure she doesn't burn out with the long weeks.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oct 28

15 min 24 sec

In this session, Victor shares how his life has changed since starting training at Fidelity in their asset management division. We learn about his upcoming SIE, Series 7 and Series 66 exams, but one major piece of news looms large and may change everything.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oct 21

22 min 53 sec

In this episode, we hear from Aaron, a former investment banking associate that worked in equity capital markets at Barclays in New York. Learn how he managed to land a job in investment banking coming from Arizona State and why he made a brave leap after almost three years in the industry. Hear why he moved down to Miami and what he's up to now.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oct 7

49 min 50 sec

In this episode, NonTarget5 shares his path from a non-target school in the Southeast to landing at a top investment bank as an associate. Learn how even at a part-time MBA program with minimal IB placement he beat out kids from Wharton, Fuqua and Darden.  Listen to hear how his path of promotions in a corporate role for 7 years played a large role and some advice on what he would have done differently.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Sep 30

34 min 14 sec

In this episode, S shares her story from India to the one year Duke Masters of Management program. We learn how she landed a role as a buyside analyst at a high yield credit shop, how she made the transition from the office in the US to London, why she got promoted and why she is now back in the US at Kellogg doing an accelerated MBA.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 22

31 min 33 sec

In this episode, Julia shares her non-traditional path. From landing a sales & trading internship at Morgan Stanley and realizing it wasn't a good fit to landing multiple offers at a wide variety of firms, listen to why she chose to join General Motors' FLDP program and why she stayed for 4 years. Understand why she chose to leave when she did and how she prepared for the transition to venture capital investor.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 15

53 min 20 sec

In this episode Chris shares his path from the University of Zurich to working in Citi's London office for 14 years.   Listen to hear his recruiting advice, what it was like when the Great Financial Crisis hit when he was an analyst in 2008, what that meant for his future, how his roles and pay shifted as he got promoted as well as some Dos and Don'ts while networking. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 8

57 min 41 sec

In this episode, Synergy shares his path from a non-target school in the US to working in China post-graduation in consulting. Listen to hear how he thrived in China, transitioned to a Big 4 in Transaction Services as one of the only expats in the office and eventually, how he used an MBA to transition back to the US and break into investment banking at a bulge bracket. Also, hear his thoughts on work-life balance and how the culture at many banks leaves a lot to be desired.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jul 1

1 hr 17 min

In this episode, Dan shares his path from the strategy group at Accenture, to M&A strategy at Deloitte and how he positioned himself to work with private equity clients. We learn what he does day to day and how his responsibilities have shifted now that he is working within a private equity fund to help their portfolio companies drive growth.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 24

28 min 30 sec

In this episode, member @yekino shares his interesting path to high finance. From attending a program in university that had him going to school in Italy, Hong Kong and California to breaking into a summer analyst role in London at a US bulge bracket investment bank, listen how he navigated each transition and his tips on recruiting as well as his thoughts on the differences between investment banking and megafund private equity in London.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 17

54 min 33 sec

In this episode, Rohan shares the details on investment banking recruiting in the UK out of Oxford. We then explore how he ended up in investment banking, best practices for private equity recruiting as well as his transition to a middle market firm in London. He then offers us a very detailed breakdown of various Visas and Green Card considerations when trying to move to the US for work since he recently navigated a transition of his own. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 10

53 min 16 sec

In this episode, we learn how Gerard left college early to go pursue a professional hockey career in Europe. Find out how he broke into Columbia almost 5 years later, why he was so behind for finance recruiting and how he got his first break at Citi in equity research, only to jump 5 months later to Point72 as a research analyst.   Listen to hear why he made the jump to a startup called Hivecell and what they are up to now. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jun 3

45 min 53 sec

In this episode, Marcellus shares his path as a gas trader for over a decade. Learn how he survived graduating into the great financial crises, how he got his first break, the set up at a large energy company doing prop energy trading and how that was different from a trading house as well as 2 key pieces of wisdom he shares near the end on how to position yourself for a similar career.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 27

1 hr 1 min

In this episode, BankertoConsultant shares his path from a target school in the midwest to a bulge bracket investment banking analyst role in New York. Learn how he was able to make a transition from the FIG group in New York to the Technology group in San Francisco and why he moved back to India for a Strategy and Business Development role a year before applying for top MBAs. Listen to hear the reasons he thinks he was able to get into a top 3 MBA as well as why he chose to go to one of the top consulting firms coming out of school.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 20

55 min 42 sec

In this episode, @monkeydomination015 shares with us his path coming from a non-target university in the south. We learn how he was able to stack internships during his time at university to land himself at Fortress in the real estate arm right out of school. Learn why he decided to go into investment banking at a boutique shop and how he was able to leverage that role to land in corporate development at a large healthcare company. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 13

1 hr 7 min

In this episode, Kevin shares his rare path of breaking into private equity at a lower middle market fund right after his MBA at Emory after stints in consulting and investment banking. Listen to hear why he took a large pay cut, why he didn't want to go back to being an advisor and how he eventually found himself running investments for a large family office.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

May 6

39 min 52 sec

In this episode, James shares his non-traditional path from the University of Georgia to working at UBS in investment banking once he graduated. We'll hear about a big risk he took delaying graduation, how he recovered when he was forced to finish his analyst stint early and why he ended up back in IB at Lazard a few years later before finally making the transition to private equity. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 29

36 min 49 sec

In this episode, we follow Charles on his winding international investment banking career path.  From undergrad at McGill, to working as an IB analyst in New York, to attending HEC for his Masters of Science in Paris to his eventual move to London, we find out why he jumped when he did and how he survived the long hours to find the right firm where the culture was a great fit.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 22

43 min 48 sec

In this episode, we learn about Calvin's path from investment banking at Perella Weinberg Partners (PWP) to corporate development at some of the top technology firms in the world including DropBox and Twitter. Listen to hear how he broke into investment banking out of Berkeley, the big risk he took going into his senior year and what it's really like working on the inside of one of these tech darlings. We talk about pay, lifestyle and some great advice for those of you looking to follow in his footsteps.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 15

58 min 48 sec

In this episode, Jaimi Goodfriend, Head of Point72's Investment Professional Development and director of the Point72 Academy shares her winding path through Wall Street. From starting in M&A when she graduated from Michigan in 1997 to her jump to equity research a few years later, we learn the main reason she decided to pursue a career in finance and how she eventually ended up as a hedge fund analyst working for some of the most successful funds in the world including Balyasny and Citadel.Find out why after 3 years on the buyside she decided to take a massive pay cut and give it all up to become a professor at the University of Illinois and what drew her to Point72. Finally, in the last part of the pod, we discuss the Point72 Academy, what they look for in undergraduate hires and young professionals, the future of the industry as well as the odds of actually breaking in.Key links: Point72 Academy (https://academy.point72.com/​)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 8

1 hr 6 min

In this episode, ConsumerInvestor shares her path from a non-target school to breaking into the equity research group at a bulge bracket bank. We learn how she landed a key sophomore summer internship, why she was so attracted to equity research, and how she eventually made the transition to another bulge bracket bank in order to get into investment banking. Listen to hear how Covid changed everything, what she did with her promotion to associate, and what main tool she used to help her navigate the private equity recruiting process. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Apr 1

54 min 12 sec

In this episode, member Benioff The Third shares his unlikely path from a non-target school on the east coast to one of the top VC funds on the west coast. We learn how he broke into investment banking at a middle-market shop, why he lateralled to a bulge bracket in tech M&A and eventually why he made the leap to VC. Listen to some great tips on how to position yourself to make a successful transition into venture capital as well as how he got comfortable starting his own business after only one year in VC. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 25

50 min 25 sec

In this episode, Matt shares his impressive path from UPENN as a biology major to equity research at Morgan Stanley. Learn how he managed to make an internal lateral move in Morgan Stanley's tech IB team, how that opened up the opportunity at Khosla in venture capital and how he approached starting his own business. Finally, learn why Matt ended up back in the corporate world as the HEad of Corp Dev at ServiceNow and why he recently pivoted to the Head of Strategic Finance.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 18

54 min 5 sec

In this episode, Harrison shares why he turned down a full ride to Stanford to play soccer at Indiana University, how he broke into investment banking at JP Morgan and why he transitioned to a smaller middle market firm in Cleveland. Learn how he quickly positioned himself for one of the few coveted private equity spots in Cleveland and how he's already been promoted early twice in his young career.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 11

54 min 40 sec

In this special episode, I give honest advice to a small group of MBAs and MSF students from John Hopkins University that face an uphill battle when trying to apply to front office finance roles. We talk strategy when networking, the future of WSO and I try not to sugar coat anything.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Mar 4

57 min 33 sec

In this episode, John shares his path from a non-target university to his current job in real estate private equity in south Florida. Learn how he was able to land his first internship in M&A, how he managed to transition an internship role into a full-time offer from a family office post-graduation and what he did when he was fired 3 months later. Listen to hear what saved John countless times when his career could have taken a very different turn for the worse.  See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 25

51 min 5 sec

In this episode, Omar shares his winding path trying to find his way forward. Coming from a family of entrepreneurs, he didn't feel pressure to get a traditional job coming out of school and had experimented with side hustles throughout his time at the University of Toronto. Listen to hear about his networking hack when he was working in dead-end Asset Management and Equity research jobs, why he moved to Calgary and later to upstate New York with no job lined up and what changed to allow him to start to build significant wealth in Texas.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 18

1 hr 4 min

In this episode, we hear about Pierre's improbable story. From growing up with almost nothing to being a first-generation high school and college graduate and earning $30,000 in his first job out of school, to pursuing a master's in organizational psychology and eventually landing at UVA for his MBA at Darden.  We learn how he managed to secure a job at Goldman during the great financial crisis in the Private Wealth Management division, how he navigated feeling like an outsider and why he eventually moved back out west. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 11

1 hr 38 min

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. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Feb 4

1 hr 2 min

In this episode, "Max" shares his path on how he broke into investment banking in London coming from a non-target school in Italy. Learn how networking played a role, how he made the cut during a competitive intern year with an offer rate under 50% and how he was able to close 10 deals in under 4 years once he joined full time. Listen to his struggles with private equity recruiting and how he balanced the difficult process with his full-time banking role to successfully land on his feet  See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan 28

57 min 56 sec

In this episode, Andy shares his path from NYU Stern to the stressful summer analyst internship recruiting process. We learn how he ended up at UBS, what happened when his group, Power and Utilities got dissolved, his strategic decision to join the energy group, and how he leveraged his time in banking to land a very interesting corporate development & strategy role that allows him to dabble in the public and private markets as well as growth equity and venture. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan 21

1 hr 2 min

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.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan 14

56 min 21 sec

In this episode, Ken Margolis, Partner of Castle Placement walks us through his 30-year finance career. We learn how he quickly moved from Audit at Arthur Anderson back in the 80s to structured finance with Soloman Brothers as his first client, how Credit Suisse (then First Boston) made him an offer he couldn't refuse to jump ship, how he survived multiple crises and layoffs and why he ended up transitioning to Merrill in 1999. Listen to hear about his long successful run there, all of the different groups he worked in, what he liked best and why right before the great financial crisis he decided to leave and set up his own business. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Jan 7

52 min 22 sec

In this episode, Sarah explains why she ended up at a non-target school, how her 4.0 GPA opened a lot of doors and how she ended up at a bulge bracket investment bank in New York. Learn how she dealt with private equity recruiting and when she realized that she was more interested in growth equity and the VC world. Finally, listen to how she got her big break and was able to make the jump, but only after 3 years in investment banking and an analyst to associate promotion.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 2020

1 hr

In this episode, Jakub shares his winding path going to university in Prague and leveraging multiple internships including at KPMG and Accenture to get important experience. Learn why he went to Seoul, how he landed a full time offer at an investment bank in Vienna, why he transitioned to Munich and some sacrifices he made along the way for family.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 2020

53 min 7 sec

In this episode, MilitaryMonkey shares his winding path from West Point to serving in the army for over 5 years. Hear what happened on his birthday when he was stationed in Afghanistan, when he thought an MBA might be a good idea and how he broke into a top bulge bracket bank as an associate with no previous technical background. Also, pay special attention to how he approached his role as a post-MBA associate in IB to be successful. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 2020

40 min 4 sec

In this episode, we learn how Joe used an extra year of school to get a masters in accounting in order to get another shot at recruiting and how he was able to land a relevant position to IB in Capital Markets Advisory at a Big 4 right out of school. Listen to hear how he was then able to make a successful transition to the healthcare group at Jefferies where he stayed for 2 years, what he learned in his short 7-month stint after lateraling to Rothschild's restructuring group and eventually, how he ended up working in corporate development making well into mid-6-figures in his early 30s. During this chat, Joe kept harping on one thing that helped him pave his own path, and I don't think it will surprise any of you... See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 2020

45 min 18 sec

In this episode, Alex shares his winding path. This includes his stops at: a non-target university in London to an equity research internship in Moscow, to a target masters program in London, to a 6-month internship at SocGen where he was laid off, only to be re-hired into another group 2 months later, to his internal jump within SocGen to the TMT group from FIG, another lateral, this time externally to JP Morgan's TMT group and finally, his latest jump to a megafund in private equity. Listen to hear how he feels his path to private equity would have been much easier if he had just done this one thing...See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Dec 2020

1 hr 8 min

In this episode, Elliott shares his winding path from majoring in Mechanical Engineering to breaking into management consulting at Accenture. Learn why he decided to go to Harvard Business School to break into private equity but made one important pivot before enrolling. Listen to how he hustled during school to make his dream a reality and why he ended up pivoting after a year to work in Sales and Strategy at Work Day. There are some very important lessons in this episode about independent sponsors as a model to get into private equity, so pay attention and learn why he eventually ended up setting up his own M&A advisory diligence business.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nov 2020

45 min 2 sec

In this episode, ColoradoMonkey shares his path from a non-target undergraduate state school to an investment banking role at a top bank. We learn how he was able to suddenly unlock ten interviews AFTER striking out on his last superday early in his junior year.... as well as how he was able to take a similar mindset to help him land in private equity less than 2 years later.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nov 2020

1 hr 3 min

In this episode, BoutiqueBananas shares his path from graduating near the top of his class at Wharton, why he ended up at Moelis for two years and why he decided to travel for a year after his analyst stint. Learn how he got back into investment banking only to be laid off soon after and how he is approaching his next search.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Nov 2020

25 min 12 sec

In this episode, CorpDevWestCoast shares his path experiencing several 6-month long internships during undergrad to landing in portfolio management at a firm that deals exclusively with ultra high net worth clients.  We learn about the investor allocation or fund of funds world, the ugly side of wealth management, how he showed a genuine passion for PWM to survive recruiting as well as what came out of over 300+ applications. Listen to why he decided on the MBA and the importance of optionality early in your career.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oct 2020

53 min 53 sec

In this episode, Sara walks us through her time at Michigan working toward both a bachelors and masters in engineering as well as how she was able to land an internship alongside other MBAs at Microsoft to help launch her career into strategy and corporate development in the cloud computing space. We learn how her technical background was an asset and about her thought process of transitioning to Google's corp dev team instead of the next shiny startup in silicon valley.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oct 2020

36 min 18 sec

In this episode, Roger shares his story of coming from a family in construction to working at a Big 4 in the real estate consulting division. We learn what motivated him to pursue accounting and finance in college, what he did when he realized he was behind his peers with no sophomore internship, and how he made the transition from audit successfully. See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oct 2020

40 min 54 sec

In this episode, James shares his path from the non-profit world and the Peace Corp to working as an associate in private equity after getting his MBA from Duke. We learn what it was like living in Costa Rica working for the Grameen bank as well as how he defied all odds to land a job in private equity, even after he didn't get a return offer from Moelis after his summer associate role there.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Oct 2020

53 min 38 sec

In this episode, @TexasInvestor shares his winding road from a non-target to starting law school to a sudden pivot to a Masters in Finance. Learn how he broke into a bulge bracket investment bank and why he was so eager to get out and what it has been like working for several family offices in the fund of funds space as a capital allocator.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Aug 2020

50 min 35 sec