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!
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
402
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
403
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
404
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
405
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
406
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
407
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
408
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
409
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
410
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
411
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
412
E53: Boutique IB Horror: $1k/mo working 100 Hou...
Member @BrownChad shares his long and arduous road in investment banking to make it to a reputable firm from two nightmare boutiques. We explore his journey straight from India to an MBA program, culture shock, the perils of working at very small investment banks with toxic culture as well as what he did when the people closest to him began to doubt his path.
74 min
413
E52: Goldman IB to CRE Private Equity. Optimize...
Member @crePE shares his unlikely path. How he broke into Goldman's ECM group even with no IB summer internship to why he turned down the analyst to associate promotion offered to him two years later. Why he moved west to start working in Commercial Real Estate (CRE) Institutional Sales in Chicago and how he eventually was able to successfully make the jump to the buy-side at a real estate private equity shop on the west coast. This episode has a lot of great lessons about optimizing your life and I'll hope you'll listen to the advice from this guest and take them to heart.
60 min
414
E51: Lost Student to Director at a Fortune 20. ...
Veteran member @Dedline shares his story from struggling with ADHD during high school, surviving college and finding his niche in healthcare enterprise architecture. How WSO gave him context on the level of competition for job interviews, his dramatic jump in pay at his latest role and some wise advice on career paths and specialization.
48 min
415
E50: Engineer to Big 4 Consulting Post MBA
Member @ConsultingDetroit shares his path from graduating into an engineering role right before the financial crisis in 2007, getting fired from his first job in under a year and taking on debt to pivot and get an MBA in the evening program. Learn some great unique tips for consulting case interviews, how he learned the best practices as a peer coach and what's in store for him next.Also, since this is Episode #50, I just wanted to take a second and thank all the listeners for sticking with me. This podcast has been super fun and interesting for me and I hope it's given you some value as well. I'm excited for the next 50 episodes on our way to 100! Enjoy.
47 min
416
E49: PhD to McKinsey. The Pivot from Academia a...
Member @bmeNerd shares his story about striking out the first time during case interviews at McKinsey to landing the offer the second time around. Find out what changed that made the difference, the challenges pivoting from academia to management consulting as well as advice he'd give to his younger self.
35 min
417
E48: Private Equity Post MBA with Only Consulti...
Member @Layne Stayley, one of the most giving members in all of WSO's history, shares his inspiring path as an engineering student graduating during the Great Recession in 2008 all the way to a post-MBA associate seat in private equity and now VP at a Merchant Bank in the Northwest. He shares how he first broke into consulting out of undergrad during a very tough recruiting environment, his jump to investment banking and how he was laughed out of the room by a PE partner during an info session when he told him that his eventual goal was private equity. Learn how he managed to prove that partner wrong with some simple legwork. Having lived in a lot of different regions and tasted a lot of different industries in his short career, I hope this guest gives you a nice taste of the nuances of each.
68 min
418
E47: Sales & Trading at Nomura to Start-up Entr...
Member @Phillysfinest shares his path from a liberal arts college to working in Nomura's structured products desk. How he got promoted to associate, how much he was paid and why he decided to leave all of that behind to start his own company.
40 min
419
E46: Moving to Chile, Learning Spanish and Brea...
Member @spydahmonkey shares his brave path which led him to move to Chile after graduating undergrad in the US with limited skills in Spanish, a limited network and no full-time experience. We explore how he eventually landed his first break, how he was able to eventually transition to investment banking and what's in store for him next.
51 min
420
E45: Former VP at Morgan Stanley Shares Her Sto...
Member @mledyard shares her path from working in corporate development at International Paper and moving up the ranks to her transition to investment banking. In part 2 of this 2 part episode, Megan shares her experience as an Associate in investment banking. How she survived without prior banking experience and two key tips for having a successful career.
43 min
421
E44: Former VP @ Morgan Stanley Shares Her Stor...
Member @mledyard shares her path from working in corporate development at International Paper and moving up the ranks to her eventual transition to investment banking. In this first part of a 2 part episode, Megan gives us a detailed look at her thought process of why she started in corp dev at such a large firm and how she continually got promoted. We also explore how she had to hustle to land an investment banking associate offer out of Booth since she was in the night program.
32 min
422
E43: Big 4 Audit to Big 4 Strategy in Alternati...
In this episode, Adam shares how he broke into Big 4 Audit after working for a year at a non-profit after graduating his super non-target with a degree in accounting. We learn how he ended up at that non-target, how he made the jump into the Big 4 and then how his impressive performance opened doors internally to make his final transition into more interesting strategy work. Learn why his bosses were consistently impressed so you can try to emulate his path.
32 min
423
E42: Real Estate Analyst Investing in Education
Member @CRE Entrepreneur shares his path from undergrad to working as a brokerage analyst. He covers his shift over to the portfolio management side of the business, why he enjoys real estate, how much his pay has gone up since he graduated 4 years ago and what's in store for him next. Also, listen to hear what he is investing in now and who he feels is a good fit for real estate finance careers.Want him to mentor you? Check out his profile hereWant to ask some questions? Check out his AMA here
42 min
424
E41: Investment Banking Associate from Big 4 Audit
Member @CPAtoIB shares his path from a state-school into audit at the Big 4. Find out what piqued his interest in investment banking and the buyside and how he navigated over to transaction advisory services as an intermediate step to his end goal. Learn about pay ranges at each of these stages and what's in store next for him.
28 min
425
E40: Private Equity Hostage Situation
Member @sman540 shares his journey from a small boutique bank to a reputable bulge bracket investment bank. How he struck out the first time with on-cycle private equity recruiting while at the boutique and how he recovered the second time around. Learn about how intense the on-cycle private equity recruiting process is and why it's similar to a hostage situationWant him to mentor you? Check out his profile here.Take a look at his recent AMA here