Wall Street Oasis

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.

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.

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. 

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.

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. 

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.

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.

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/​)

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. 

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.