Wall Street Oasis

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.

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.

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.

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.  

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.

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. 

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. 

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  

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. 

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.