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
276
E78: Bear Stearns Survivor to Renewable Energy ...
In this episode, @dcorey shares his path from how he broke into Bear Stearns from a complete non-target school right before the financial crisis to how he survived once it was acquired by JP Morgan.  Listen to hear why he followed a managing director to a smaller firm in the renewable energy space as well as one piece of advice he would give to his younger self.
42 min
277
E77: Late to Recruit for IB -> Jump to Internal...
In this episode, @Mentor2020 shares his path to working in investment banking even though he was super late to start recruiting and waiting until his junior year before trying to land a summer internship.  How he was able to survive layoffs at his first bank by lateraling to another and why he eventually jumped over to an internal strategy role at a bulge bracket investment bank.  Listen to hear the one piece of advice he'd give his younger self...I think we all need a reminder like this every once in a while.
44 min
278
E76: Prop Trading Burnout in 2008 to IB Bulge B...
In this episode, member @jKim219 shares his story graduating during the financial crisis in 2008.  Hear about what is was like to work at a prop trading shop that requires you to put up your own money, what he did when he burned out and quit and finally how he turned it all around.  
44 min
279
E75: Non-target in US -> MSF in Europe -> BB IB...
In this episode, Rick shares his path from a complete non-target school in the midwest to breaking into a top MSF in Europe.  Learn what he did that allowed him to break into a Bulge Bracket bank in London BEFORE his Masters in Finance and why he turned down offers from a private equity megafund.  What he did when bridges were burned with some recruiters and how he ended up at a long/short hedge fund.
45 min
280
E74: Partner in FinTech VC and the 30 Year Rela...
In this episode, @DSICA shares his path starting out as a financial advisor for Merrill Lynch back in 2006 to transitioning twice internally with a critical mentor connection.  Learn how he pivoted to VISA, got promoted to Director and eventually helped co-found his own FinTech venture capital fund.  He also shares one piece of advice he gives to younger folk graduating today to build meaningful connections.
46 min
281
E73: Lazard Private Fund Advisory to Head of In...
In this episode, Emily shares her path from a non-target school to landing a summer internship at Goldman Sachs.  What she did when she didn't get the return offer in 2008 and a detailed dive into the day to day of analysts in the fund advisory group at Lazard.  Learn how that group and working as a placement agent is different from investment banking and why a transition to investor relations in private equity is a natural next step.  Also, some important advice on the one thing you should believe in before taking on significant career risk.
59 min
282
E72: Principal in Private Equity - "Do This as ...
In this episode, @PIKtoggle shares his path from semi-target school to working two grueling years as an investment banking bulge bracket analyst.  Learn what it's really like behind the scenes and how he was able to successfully pivot to private equity in 2008 even though he was very late to the typically "on-cycle" recruiting process.  Listen for his advice on how to deal with recruiters but also how much carry bonus one should expect as you rise through the ranks in private equity.
60 min
283
E71: Non-target to BB IB Analyst -> Bain Ventur...
In this episode, Joe shares his non-traditional path from a non-target school (University of Wisconsin) to breaking into investment banking at Merril Lynch right before it was acquired by Bank of America.  Perhaps more impressive than that feat was his ability to land a highly competitive buyside associate role straight into Bain Capital Ventures and then break into Harvard Business School a few years after that.  His latest move was to pivot after several years at Samsung's venture arm to found his own venture capital firm.  Not surprisingly, that is also going well for him...learn what he thinks set him apart and why he spent an extra year in college. 
58 min
284
E70: Goldman IB Associate Makes the Leap to Pri...
In this episode, member @LouiseBouge shares her path from an investment banking analyst at a bulge bracket bank to getting her JD/MBA.  Learn the common blind spot she had when choosing what bank to join out of undergrad as well as why she chose Goldman to continue her banking career after her graduate degree.  Also, learn how she managed to pivot to private equity and a shocking comment made by a partner during final round interviews...
40 min
285
E69: Classical Musician to Hedge Funds and Vent...
In this episode, member @BadAxe85 shares his path from classical musician, ju-jitsu fighter and scraping before eventually landing at a top hedge fund and recently a well-respected VC.  Everyone thought he was crazy.  Hear about his winding path and the steps he needed to take before he had his first big break as well as some of the secret sauce that helped him to repeatedly defy the odds.   
54 min
286
E68: LevFin Analyst at JP Morgan from Middle Of...
In this episode, Maxwell Peara, former leverage finance analyst at JP Morgan talks about how he broke into JP Morgan initially as a credit analyst coming out of Fordham.  How he managed to transition to the front office in leveraged finance and why he left to pursue his dream of playing tennis professionally.  
56 min
287
E67: James McKinney and The Startup Story
In this episode, James McKinney, host of the super-popular podcast The Startup Story joins us to talk about his winding path and current success.  From a finance and accounting major in undergrad at a non-target to losing it all, James shares some of the highs and lows along his journey as well as this one career tip he'd give his younger self.
56 min
288
E66: LevFin Pro Gives us a Lesson in Mezzanine ...
Member @LevFinAlum gives us a 10-minute primer on mezzanine financing and shares his career path.  Learn about why he got into investment banking in the first place, what's the hardest part about running his own shop as well as his one piece of advice to his younger self.
49 min
289
E65: The ULTRA High Net Worth Game at Top Asset...
Member @mentorX shares his path going from one of the largest technology companies in the world and then using an MBA to pivot into the asset management industry at not one, but two top bulge bracket banks.  Learn about the compensation structure and how convoluted it can be at these larger firms to why he jumped ship several times in his career as well as his one piece of key advice to young listeners still mapping out their career.  
70 min
290
E64: Former Lazard M&A Associate and the Entrep...
Member @grbarasia shares his unique path that landed him in equity research, M&A and now a family office running private deals and a global macro fund.  Listen to find out why he graduated NYU at 19 years old only to go directly for his MBA at Cornell.  How he ended up eventually breaking into M&A at Lazard in New York, but only after stints in equity research in Tampa.  
58 min
291
E63: Mckinsey to BCG to Freelance Lifestyle Des...
In this episode, Paul Millerd explains how he went from a non-target school to a research associate position at McKinsey.  Listen how he managed to break in even after getting officially rejected and how he ended up at BCG after getting his MBA at MIT.  We learn how he has now left the formal strategy consulting positions behind and started a new life where work isn't the number one priority.
60 min
292
E62: Healthcare Strategy Consulting in the UK f...
Member @The Pharma Guy shares his path from a hard science biomedical degree all the way to pivoting to a Masters in Management and eventually breaking into a top healthcare strategy consulting firm.  Learn how much he makes now and why he chose to work in strategy consulting over investment banking.
29 min
293
E61: Crazy Bonuses Lead to Early Associate Prom...
Member @FloridaMan shares his meteoric rise in his short career on Wall Street.  Learn how he got over $150,000 in compensation as a first-year analyst and over $200,000 as a second year.  In this episode, we follow his path a large state school in Florida to a bulge bracket investment bank, all the way to a family-owned private equity fund and finally to his most recent landing spot, a traditional private equity buyout fund.  Make sure you stay to the end to learn his best piece of advice is and what "ABR" means.
48 min
294
E60: $140,000 of Debt, Graduating in 2009? No p...
Member @Odyssy2112 shares how he has survived a monstrous debt load, horrible timing and some unforgiving industries including investment banking at Jefferies and an internal corporate role at Barclays.  One wise piece of advice on what you should optimize for and some humorous stories along the way.
47 min
295
E59: Tax at Big 4 -> 15 Years Out of Work -> In...
Member @shaynepunim2 shares her path as a Big 4 tax consultant to leaving the work-force for an extended period of time to help raise her two kids.  How she broke back in and advice she'd give to her younger self.  
40 min
296
E58: Non-target to Credit Analyst at a Bulge Br...
Member @Mentor1119 shares her path from a non-target university to breaking into a bulge bracket investment bank.  We cover why she decided to go into finance, how she leveraged certain programs to give her a leg up in recruiting as well as the group dynamics involved during her summer analyst stint.  Why she eventually left to go to the buy-side, why she bombed a case interview and one tip on how to avoid the same fate.  
60 min
297
E57: One Quant, 3 HF Failures, 4 Pivots and $55...
Member @john_quant shares his path coming from an engineering background to landing in the hedge fund industry.  Learn how he's managed to pivot successfully three times as several risky senior quant positions at hedge funds didn't work out as hoped.  Find out how he came out relatively unscathed and what he recommends to younger listeners trying to position themselves as traders.
42 min
298
E56: LMM Private Equity from a Non-target + Com...
Member @coder32 shares his path from a non-target background to a lower middle-market (LMM) private equity shop in the south.  Learn how commercial lenders are getting very aggressive with pricing and covenants to win deals and when he knew it was time to make his jump to private equity. 
28 min
299
E55: $60k to $500k in Just 4 Years. The Path to...
Member @REPE shares his incredible story from bouncing between continents for his education to landing at a bulge bracket investment bank on the equity derivatives sales desk in London.  Learn how he survived massive cuts during 2008, even when his bosses were trying to make him look bad, to why he jumped to a smaller bank.  Why he decided to go back to the US to get his MBA from Wharton and what his passion is now.
55 min
300
E54: Associate Partner in M&A Strategy at Top C...
Member @ParkAve shares his journey -- From working in sales, using an MBA to pivot into a Fortune 20 FLDP program and his latest move into M&A strategy at a top consulting firm.  Learn how much he got paid at each level, as well as the various skills he developed in each stage of his career and how they influenced his path.
52 min