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

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From Biology to Investment Banking: How to Become an Even Better “MD”

A long time ago, an angry reader kept leaving comments saying that my estimates for MD-level compensation were off. He posted an analysis showing why my estimate of $1,000 per hour was wrong and explained why MDs make more like $100-$200 per hour. His numbers lined up, but then I reached the end of his […]
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How to Move from Medical School to Investment Banking

Is it possible to make a 180-degree career change after you’ve already attended and graduated from medical school? We get a fair number of questions about this one, but in the past, I’ve always said, “Sorry, keep dreaming.” But… I might have been overly pessimistic. I recently spoke with a reader who made it into […]
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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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