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

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From TV Broadcasting to Investment Banking: How to Jump Off the Airwaves and Into the Abyss

Recruiting moves up earlier and earlier each year. Soon, banks may recruit elementary school students for internships 15 years in advance. So, what happens if you complete a liberal arts major, have no finance-related experience, and then decide to apply for investment banking roles in your late 20s? Most people would say it’s impossible – […]
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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 Private Equity Internship to Bulge Bracket Investment Banking: How to Cold Email Like a Pro and Win the Offer

  You would think that after many 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 […]
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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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