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Case Studies & Reader Success Stories - From Non-Finance Backgrounds

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From Coding and Consulting into Venture Capital: The Dream Goal of Every Engineer?

What is every engineer’s secret dream? Easy: To become a venture capitalist. Or, more broadly, “to move to the business side” and stop coding. The only problem is that it’s a pipe dream unless they start out in investment banking or complete a top-tier MBA degree first. At least, that’s what I thought until a […]
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From Sales to Investment Banking at the MBA Level: Glengarry Glen Gekko?

Are investment bankers just highly paid salespeople? Pretty much. You might even call them “salespeople with a finance problem.” But despite the skill set overlap, it’s notoriously difficult to break into investment banking from a sales background. And when you add a non-target part-time MBA program, no previous IB experience, and an attempted West-Coast-to-East-Coast move […]
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From Private Equity Internship to Bulge Bracket Investment Banking: How to Cold Email Like a Pro and Win the Offer

You would think that after 5+ years of covering networking tactics across hundreds of articles, videos, and even a full-fledged course on networking, there would be nothing left to say about it. But you’d be wrong. I was skeptical when our interviewee today contacted me and offered to share the story of how he went […]
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From Liberal Arts Major with No Finance Experience in the UK to Equity Research in… Mexico

Ask anyone what banks have been doing over the past few years, and you’ll get the same answer: “Laying people off! Cutting! Downsizing!” Now, that’s not quite true because hiring has actually fluctuated from year to year, but the basic point is true: the finance industry has shrunk quite a bit from the last bubble […]
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How to Defy the Odds and Create Your Own Investment Banking Job

If you’re interested in finance, you probably have a Type A personality: You’re highly competitive; You care a lot about achievement and money; You love multi-tasking, you’re a perfectionist, and you’re always rushing around to finish work. And normally the finance industry would be a good it for you – except for when there are […]
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From Physics Major with Low A-Levels and No Finance Experience in the UK to Investment Banking… in India

When I first started doing interviews about 3 years ago, one question in the comments of an early interview really surprised me… “Long time reader, first time poster, big fan of the site. Question – how do we know that these stories / case studies are true?” I see where he was coming from… many […]
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How to Break Into Investment Banking as an Engineer With No Finance Background: Case Study

There’s no mystery why the article on How to Break Into Investment Banking as an Engineer is one of the most popular on this site, with over 100 comments: it struck a chord with many readers. You’ve studied engineering or you’ve been an engineer for awhile, and now you want to make the move into […]
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How to Break Into Investment Banking If You Have a 3.0 GPA, Graduated from an Unknown School, and Only Recently Learned English

How do you break into investment banking if you don’t have a 4.0 GPA from an Ivy League school? (For more free training and financial modeling videos, subscribe to our YouTube channel.) For one, you don’t use the “typical” strategies. You need to think less like the average person breaking in and more like a […]
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Revealed: The True Story of How I Got Into Investment Banking and What You Can Learn From It

As I’ve been speaking with readers here in China, I’ve been getting one question over and over again. No, nothing about models and bottles. But rather how I broke into the industry in the first place. I’ve never written about this in detail before, and I figured it might be helpful to anyone working their […]
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