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!
Business
226
E127: Principal in VC from M&A at Lazard
In this episode, Solomon shares his path from Ethiopia to the DC area when he was just 6 years old. Learn how his path was shaped at UVA to consider finance and how his internship at JP Morgan in S&T pushed him to consider banking instead. Listen how he shares some great advice on brand name and taking on risk early in your career.
64 min
227
E126: BCG Consultant After Long Road and Giving...
In this episode, Brittany gives us a front-row seat to her long and winding path to land as a management consultant at BCG. Find out how she was disadvantaged as a first-generation college student, why she went back to get her MBA at UCLA Anderson and how that propelled her into a much more rewarding and intellectually stimulating path she is on now. Along the way, Brittany has also found time to give back by founding SuitcaseOfJoy.org, a non-profit that brings toys to children in remote villages in Africa and around the world. Please check it out and consider donating.
52 min
228
E125: CRE Private Equity Associate Chasing Growth
In this episode, Cole shares his winding path in real estate private equity. From landing an analyst position in Agricultural PE right out of Duke to pivoting to a CRE acquisitions and dispositions role, he has always looked to make the move where he'll learn the most rather than chase the biggest paycheck. Learn what he's up to now in the midst of the major slow down due to Covid-19.
51 min
229
E124: VP at Goldman in IB Makes it from Trading...
In this episode, LiberalArtsBanker shares his winding path from a small liberal arts college to VP at Goldman Sachs in investment banking. Learn why he started out in a trading role, why he jumped to a prop shop after a few years, his advice on trying to build a career as a trader as well as why he pivoted to IB with an MBA. 
61 min
230
E123: Big Law to Investment Banking VP making $...
In this episode, chicago13 shares his winding path graduating from Berkeley in 2006 and trying to make it big by building apps and living in the start-up ecosystem in Silicon Valley. Listen to why it didn't work out along with some words of warning, what the main turning point was and why he ended up getting his JD and jumping into Big Law...only to leave one year later to join a middle-market investment bank. Learn about the common associate struggles starting out in IB, why he was screamed at during a Holiday Party and how he managed to overcome those obstacles to get promoted to VP.  
39 min
231
E122: CLO Structuring at Morgan Stanley to Rest...
In this episode, Jason shares his path coming from a non-target school, and how a mentor from his home town changed his life. Listen to how he was able to land a few critical internships, prepare for the interviews, and beat the odds to land a full-time offer in the fixed income division of Morgan Stanley right out of undergrad. Learn why he ended up moving over to Citi in their investment banking division and eventually why he jumped to the buy-side at a family office.
56 min
232
E121: Enron to Director at Barclays in LevFin/S...
In this episode, Tim shares his path graduating with a masters in engineering and quickly losing his job as the scandal at Enron unfolded.  We learn how he got back on his feet, how he leveraged the MBA to get a job in investment banking on the west coast during the great financial crisis in 2009 and eventually how he had a 10 year run from Associate up to Director at Barclays.  This is a long one, but Tim was a really insightful guest so I wanted to unpack what each stage was like for him.   
69 min
233
E120: PwC Audit -> TAS to M&A Valuations @ F500...
In this episode, FinTechSF shares his winding path from graduating during the financial crisis in 2008 and having to leave the US as an international student back to Dubai.  Learn how he got his foot in the door at PwC in audit and managed to make the transition over to the transaction advisory practice in only 1.5 years even though they kept telling him no.  Find out why he moved back to the US a few years later and eventually joined the corporate side in their M&A group.
41 min
234
E119: Fund Manager Says No to Goldman Right Out...
In this episode, Yuri shares his winding path starting out graduating from his master's program in London right at the start of the global financial crisis and turning down an offer to start at Goldman Sachs to travel the world and try to get into a more direct investing role.  Listen to his great advice on specific questions to ask when interviewing for asset management or hedge fund roles as a junior analyst and also make sure to check out his blog snippet.finance, a place where he shares interesting snippets of financial data and analysis.
39 min
235
E118: High School Dropout to Top Masters in Lon...
In this episode, SkininTheGame16 shares his non-traditional path to a top asset manager in London.  From dropping out of high school to traveling abroad to breaking into a top Masters program in London, hear how he navigated some unforgiving circumstances growing up in Brussels.
48 min
236
E117: MD in Private Equity Secondaries - The Qu...
In this episode, Avi shares his unusual path from investment banking, to running a magazine start-up and then back into investment banking two years later.  After that re-entry into finance, Avi was able to lateral to an IR role at a private equity fund and eventually became COO of Riverside's European Fund 7 years later.  Finally, he made the bold (and I'd argue crazy) move to pursue a phD while working and everntually found himself at Landmark, a private equity fund focused on the secondary market, running the quant research division.  
62 min
237
E116: CIO at Private Equity Infrastructure Fund
In this episode, Stephanie shares her winding path over her almost 20 years in finance.  From getting a ton of responsibility early in her career for internal M&A at a Big 4 to her pivot into investment banking in DCM, she always seemed to find her way to rapid promotions and managing large teams.  Learn what she feels set her apart and how you might be able to emulate some of that magic.
54 min
238
E115: Partner in Private Equity with Real Estat...
In this episode, Daniel shares his long and winding path in finance careers.  Initially getting his undergrad degree, a CPA and a Masters in Finance in France, he moved the USA with Deloitte in their restructuring practice.  From there, he used an MBA from NYU Stern to jump into investment banking at Lehman Brothers, starting as an associate with 3 young kids.   We learn how he was able to make the jump into a real estate private equity fund and what happened 4 years later during the Great Financial Crisis.  Listen to hear some wise advice on how to survive many twists and turns! 
66 min
239
E114: Engineering to VC to Entrepreneur
In this episode, Ryan shares his interesting path from graduating as an Engineer in rural Canada to pivoting to get his MBA from Oxford several years later.  Learn why he ended up joining E&Y's transaction advisory services upon graduating and how he was able to land a hybrid job in private equity and venture capital within one year in London.  We also hear why he decided to leave it all behind 5 years later for a new degree to get back to his technical roots and what his new business in data analytics, called Zenlytics is up to.   
58 min
240
E113: 8 year Hedge Fund Pro takes a Sharp Turn
In this episode, Sam explains his path from the Ivey School of Business to an investment banking analyst position at Credit Suisse in London, right during the financial crisis in 2008.  We learn why he turned down a return full-time offer from Scotiabank and rolled the dice his senior year, what it was like when half his analyst class got laid off within 9 months at Credit Suisse and why he jumped to a hedge fund after two years in IB.  We then delve into what it was really like trying to gain responsibility at a large hedge fund to start running his own P&L, how much his first trade was, the stresses of the job, and some important life lessons he learned along the way.  Don't miss this one, I think a lot of you will really appreciate Sam's perspective and why he made such a dramatic change after so many years...  Also, if you want to hear more about what Sam's up to, visit Samuel's blog at https://www.samuelandrew.com/  Enjoy!
74 min
241
E112: $3BN Family Office + Ultra High Net Worth...
In this episode, member @EdmundBerke shares his path from a non-target school in the southeast US to breaking into an investment analyst role at a $3bn family office straight out of undergrad through a church program.  Learn why he transitioned out of that role, how he helped add value to a legal firm for their ultra-high net worth clients and then was able to successfully pivot to a venture capital role.  
32 min
242
E111: MBB to Private Equity and the Insanity of...
In this episode, member MBBtoPE shares his path out of a target university to a top role at a management consulting firm.  We also get an inside look into what it was like recruiting for private equity during the crazy 2019 on-cycle recruiting process.  From interviewing on a Thursday night from 8pm until 1am to starting again the next day at 7am, listen to game theory applied in a real-life context and learn how he dealt with the split-second decisions that had significant career implications. 
52 min
243
E110: Venture Capital in Tokyo Straight from Un...
In this episode, Brian shares his path from undergrad in the US to working straight for a new venture capital fund in Tokyo.  Learn why he turned down his return offer in investment banking after his junior year summer at Jefferies and what the biggest challenges were as a junior employee in a sink-or-swim role.   
54 min
244
E109: Non-target Straight to the Buyside -> Par...
In this episode, MidwestMonkey2 shares his story coming out of a large non-target state school.  Learn how he still managed to land incredible internships at front office investment banking roles in both his sophomore and junior year as well as why he turned down his full-time offer from one of them to jump straight to the buyside.  I think this episode really highlights the power of saying no and waiting for the right opportunity.
67 min
245
E108: McKinsey to Private Equity from a Non-tar...
In part 2 of this 2 part chat with Paul, we cover his days working at McKinsey and how he managed to make the difficult transition into private equity as a consultant.  We talk all about the private equity recruiting process, imposter syndrome, meditation and how he was able to find balance.  In this part 2, Paul has some really great foundational advice for young motivated go-getters, so make sure you stay until the end.
73 min
246
E107: McKinsey to Private Equity from a Non-tar...
In part 1 of this 2 part chat with Paul, we cover his days as an undergraduate at a non-target school in the midwest.  We find out how he managed to break into an investment banking internship at Morgan Stanley and why he pivoted to consulting after a health scare.  We learn how he was able to successfully recruit at both a top investment bank AND a top consulting firms in back to back years.  In this part 1, we step back to really evaluate his internships and recruiting out of undergrad to find out what really opened the most doors for him.  
57 min
247
E106: Non-target -> Morgan Stanley Asset Manage...
In this episode, Jeffrey shares his eclectic path from two non-target schools, shifting to night classes so he could earn money in real estate his junior year and how he ended up at several Boiler Rooms.  He also covers his eventual pivot to break into Morgan Stanley and why that didn't end up being a long term stay, how he added value at HSBC and his rough transition out of a family office that was dabbling in venture capital.  Learn how he made each transition and advice he would give to his younger self.  
62 min
248
E105: McKinsey Health Specialist to Lazard IB t...
In this episode, Julie shares her winding path from studying Biomedical Ethics at Cornell to getting her MBA at Columbia, to joining McKinsey as a health specialist to her stint in investment banking at Lazard as an associate.  Listen to hear about her triumphs and struggles as she navigated a move to London to join the venture arm of a large biopharma company to her move back to the states five years later, all while starting a family.   
62 min
249
E104: Accounting to IB at RBC and PE at HIG.......
In this episode, Brian shares his winding path from a non-target school into an accounting role right after the financial crisis.  First, he explains how he was able to pivot into RBC for a middle office accounting position.  From there, we learn how he was aggressive in trying to get to the front office, the challenges he faced once he got there and the subsequent jump to private equity at HIG Capital.  Listen to hear why after years of struggling to get to the top of the mountain in finance he left to go start his company called LCS, a high-end maker of cool custom laces with NBA and MLB licenses.    Check them out at YourLCS.com.
76 min
250
E101: Strategy Consulting (Not MBB) to Private ...
In this episode, learn how @mstrat spent three years in a large consulting firm before making the jump to a middle-market private equity firm.  Learn about the recruiting process for consulting out of undergrad, how he leveraged two internship offers to get into the city and group he wanted, how to position yourself for private equity recruiting coming from a consulting background and what resources he used to land the offer (hint, you might have heard of it before...)
41 min