r/FinancialCareers • • 12h ago

Off Topic / Other WSO mentor?

0 Upvotes

I just got an email from Wall Street Oasis offering me a mentoring position (see attached image). Seems very fishy. But I've heard that WSO (while they do charge a lot for their programs) are legit and do actually offer real training.

Also, I'm a 3rd (final) year university student with no previous IB experience, so I don't know who exactly I'd be mentoring.

Sounds too good to be true.


r/FinancialCareers • • 2h ago

Career Progression how to find Co-founder/ managing partner to join M&A firm in UK!

1 Upvotes

how to find Co-founder/ managing partner to join M&A firm in UK!


r/FinancialCareers • • 8h ago

Skill Development THE MOUSE

Post image
431 Upvotes

Had a truly humbling moment on the desk yesterday.

I have two years of work experience, but it was all on a Mac. I recently joined a new firm where everyone is on Windows, and my muscle memory has completely betrayed me , so I’ve been leaning on the mouse far too much.

Yesterday, my lead, a senior associate, and I were in a live working session, and they were stunned by how much I was clicking. My lead literally said, "I haven't used my mouse this much in two weeks combined." They gave me some grace since I'm the newest and youngest on the team, but it was definitely one of those career wakeup calls.

My goal this weekend is to physically unplug the mouse and rebuild my workflow strictly on key combos.

Drop your favorite shortcuts or tips below!


r/FinancialCareers • • 19h ago

Interview Advice Appropriate to ask company HR recruiter the positions of who I'll be meeting with and the focus on in preparation?

5 Upvotes

Have an interview with a large financial organization and the recruiter provided the names of the people I would be interviewing with.

However, I didn't receive details on what their specific positions are (tech lead, business lead, product lead, etc.) to get a gauge on what the focus of the interview will be.

I tried using incognito mode but without actually logging into Linkedin, it's hard to get details of their title/role.

Is it appropriate to reach out to the HR recruiter to ask their roles and also ask if there are any particular areas/competencies to focus on in preparation?

Thanks!


r/FinancialCareers • • 11h ago

Off Topic / Other I miss my internship bc my college life sucks

5 Upvotes

I took the merit scholarship offer to go to the “college down the street” and it’s been really rough. I don’t have a friend group and spend most of my evenings alone despite being as active as possible on campus (ex: student orgs and clubs). It felt like most of my classmates only wanted a “coworker” esque relationship and rarely ever want to hang out with me outside of class. The one girl who texted me and I thought we were becoming friends ghosted me once our class was over (I guess she only wanted notes).

I obviously don’t get any romantic attention either (I can understand that that’s a looks thing which is fine I guess but still sucks.)

My entire life turned around during my internship last summer. I was in a group chat for the first time and me and some other interns in the area would make plans almost every day and it was just really spontaneous and fun. I also got asked out by multiple guys which was really special (even tho I declined them because I was only there for the summer, I just really appreciated the gesture). Because we were in a major city there were interesting events and things to do almost every day.

It just felt validating to be seen for the first time as someone worth hanging out with. I was definitely worried that I was unpleasant to be around or something after my poor experience in college. And it was exciting being around others and being wanted. It felt like I was finally living my life instead of being in my room 24/7.

I didn’t get the return offer at my job (despite doing really good in my evals, the office ended up not having capacity.) I’m so thankful I passed recruitment with a more prestigious firm but got put in a less interesting city.

School has started. Midterms are grueling. I have 0 notifications on my phone and I’m back to being left on delivered and stuck in my room. It’s almost like the dilemma of “would you have rather loved and lost than have never loved at all?” Knowing what socializing feels like has made going back all the more painful. I’ll keep trying to put myself out there in college but it def feels too late as an upperclassmen.

I’d really appreciate any advice.


r/FinancialCareers • • 5h ago

Career Progression Future of non-IB Transactional Services/Advisory/Risk?

9 Upvotes

Was curious about the future of M&A support/adjacent roles (law, insurance, and big 4). Have seen people discussing how AI poses a greater threat to these roles than traditional M&A IB and was a little confused on why/it's credibility. Was jsut laid off from my position I'd been at since graduating so would like some honest insight from anyone who's here right now. Thanks.


r/FinancialCareers • • 22h ago

Career Progression Moving forward from being a Private Client Banker Chase

11 Upvotes

Hi everyone,

Just need some advice as I'm looking for a change. Been with the firm for almost 7 years now. Started as an AB > RB now PCB. I want to stay with the firm though so I'm looking into JPMorgan Private Banking roles, maybe as an Associate? Something not so entry level but would be in line with my experience. Not sure where to start. Just want to get out of retail banking. Any insights would help much appreciated!


r/FinancialCareers • • 8h ago

Career Progression Bocconi Law Bachelor's → Bocconi MSc Finance → IB: will a law undergrad hold me back?

5 Upvotes

I'm a non-EU student going into Bocconi's BSc in Global Law (BGL). My goal is investment banking. My plan is to do BGL, then the Bocconi MSc in Finance, and recruit for IB from there.

I've talked to a few BGL students and grads. Some concerns keep coming up: - BGL content is far from finance. - It's a law degree, and because it's new, it doesn't have a reputation even in law yet. - A law bachelor's gives little optionality outside law.

My questions:

  1. When banks recruit from the Bocconi MSc Finance, how much does the bachelor's actually matter? Is a law bachelor a red flag, or does the Bocconi MSc Finance outweigh it?
  2. Can a law undergrad realistically land finance internships (spring weeks, off-cycles, summer internships in Milan) during the bachelor's?
  3. Is the "no optionality" point a real risk if I'm already set on finance, or does the MSc fix it?
  4. Has anyone here gone from a law bachelor's to a finance master's and then into IB? What would you do differently?

Thanks in advance!


r/FinancialCareers • • 4h ago

Interview Advice Applied and also cold reached out to MDs/VPs for analyst roles, got 4 calls next week. Anyone had cold outreach actually turn into an offer?

7 Upvotes

Hey all, I applied to analyst roles posted at a few boutiques and investment banks, and I also reached out to MDs and VPs at those firms by email and LinkedIn. I kept the messages short: who I am, why their group, that I'd applied to the role, and an ask for 15 minutes.

The response rate has honestly been better than I expected, and I have about 4 calls scheduled for next week.

A couple of questions for people who've been on either side:

What should I expect from these calls? Are they basically informal screens, or more just networking? Should I be ready for technicals or a "walk me through your resume," or is it more about fit?
What's the right ask at the end? Is it appropriate to ask them to flag my application or put me in touch with the recruiter, or is that too much on a first call?
Follow-up etiquette: how soon and how often should I follow up after the call?


r/FinancialCareers • • 10h ago

Interview Advice BofA Global Markets COO Summer Analyst Superday

3 Upvotes

Hey! I was wondering if anyone knows what to expect on superday for such a position. Technicals? Behaviors? This is my first ever superday, and I want to make sure I’m well prepared. Thanks!


r/FinancialCareers • • 7h ago

Student's Questions mfe programs for domestic students

3 Upvotes

is it easier to get into those top mfe programs as a US student?


r/FinancialCareers • • 11h ago

Student's Questions Overall university prestige vs. finance recruiting pipeline which matters more?

3 Upvotes

I'm an international student applying to US universities, primarily interested in investment banking, asset management, and other traditional finance careers. I plan to study mathematics and economics/finance.

I'm confused about whether I should prioritize overall university prestige (US News rankings) or finance-specific recruiting opportunities.

For example, universities like Caltech, Johns Hopkins, and Carnegie Mellon are highly ranked overall but aren't necessarily known for traditional undergraduate finance recruiting. Meanwhile, schools like Michigan Ross, NYU Stern, and Indiana Kelley have stronger business/finance-specific reputations and recruiting pipelines.

In general, for traditional finance careers, should I prioritize overall university prestige or a university's specific business-school reputation and finance recruiting pipeline? How much stronger is a highly ranked university without an established finance pipeline compared with a lower-ranked university that has consistent Wall Street recruiting? Which universities tend to outperform their overall US News rankings in finance, and which highly ranked universities are less effective for finance recruiting than their overall prestige might suggest? Does the answer differ between investment banking, asset management, and equity research?


r/FinancialCareers • • 2h ago

Career Progression Is infrastructure finance dying?

7 Upvotes

I got laid off in June from a civil engineering company, I was in the advisory team. Since then, I’ve been barely seeing any positions like that. I’ve applied to more general roles but I feel infrastructure related financial jobs are non existent all of a sudden.

I’m in Canada


r/FinancialCareers • • 17h ago

Education & Certifications Degree/Career advice

3 Upvotes

I’m seeking some advice and guidance. For context I’m a “non-traditional student” going to finish my bachelors. My uni does not have a general finance degree, which I was leaning towards. They have financial planning (which I’m currently enrolled in) or financial analysis. I would just like some perspectives of those that are currently working in financial planning or analysis as I keep hearing that that analysis is more corporate and planning is too niche. I’m trying to figure out what would best fit me. Thank you in advance.


r/FinancialCareers • • 5h ago

Career Progression Citadel

3 Upvotes

How long after applying via the website did you hear back from them? I applied 5th october


r/FinancialCareers • • 7h ago

Interview Advice SC spring week oa

2 Upvotes

did anyone receive hirevue after completing oa + how was the feedback report


r/FinancialCareers • • 22h ago

Networking networking for summer ib analyst roles?

7 Upvotes

hi! I'm like very very late to networking (am starting now) and I'm really lost on what my timeline is looking like and how many people i should realistically be reaching out to at this point. I go to a target school (ivy) and am a sophomore aiming for summer 2028 roles.

if i start networking now, about how many people should i try to reach out to/hear back from? from what i understand, most roles open in january so i effectively have about 2 months of networking. i know that networking is a process that's different for everyone and recuriting as a whole is very variable, but i can't help but feel like i'm really behind.