Wall Street Oasis

Latest Episodes:

E157: Point72's Head of Investment Professional Development Shares Her Path - Jaimi Goodfriend Apr 08, 2021

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In this episode, Jaimi Goodfriend, Head of Point72's Investment Professional Development and director of the Point72 Academy shares her winding path through Wall Street. From starting in M&A when she graduated from Michigan in 1997 to her jump to equity research a few years later, we learn the main reason she decided to pursue a career in finance and how she eventually ended up as a hedge fund analyst working for some of the most successful funds in the world including Balyasny and Citadel.

Find out why after 3 years on the buyside she decided to take a massive pay cut and give it all up to become a professor at the University of Illinois and what drew her to Point72. Finally, in the last part of the pod, we discuss the Point72 Academy, what they look for in undergraduate hires and young professionals, the future of the industry as well as the odds of actually breaking in.

Key links: Point72 Academy (https://academy.point72.com/)

E156: Equity Research to Investment Banking at a BB to MM Private Equity in Consumer & Retail Apr 01, 2021

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In this episode, ConsumerInvestor shares her path from a non-target school to breaking into the equity research group at a bulge bracket bank. We learn how she landed a key sophomore summer internship, why she was so attracted to equity research, and how she eventually made the transition to another bulge bracket bank in order to get into investment banking. Listen to hear how Covid changed everything, what she did with her promotion to associate, and what main tool she used to help her navigate the private equity recruiting process.

E155: Non-target School to West Coast Tech M&A at a BB and a top Venture Capital fund Mar 25, 2021

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In this episode, member Benioff The Third shares his unlikely path from a non-target school on the east coast to one of the top VC funds on the west coast. We learn how he broke into investment banking at a middle-market shop, why he lateralled to a bulge bracket in tech M&A and eventually why he made the leap to VC. Listen to some great tips on how to position yourself to make a successful transition into venture capital as well as how he got comfortable starting his own business after only one year in VC.

E154: Morgan Stanley Tech IB, Khosla VC and a detour into Start-Up Land Mar 18, 2021

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In this episode, Matt shares his impressive path from UPENN as a biology major to equity research at Morgan Stanley. Learn how he managed to make an internal lateral move in Morgan Stanley's tech IB team, how that opened up the opportunity at Khosla in venture capital and how he approached starting his own business. Finally, learn why Matt ended up back in the corporate world as the HEad of Corp Dev at ServiceNow and why he recently pivoted to the Head of Strategic Finance.

E153: Private Equity VP from JP Morgan Investment Banking Mar 11, 2021

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In this episode, Harrison shares why he turned down a full ride to Stanford to play soccer at Indiana University, how he broke into investment banking at JP Morgan and why he transitioned to a smaller middle market firm in Cleveland. Learn how he quickly positioned himself for one of the few coveted private equity spots in Cleveland and how he's already been promoted early twice in his young career.

E152: Special Chat with John Hopkins MBA and MSF Students Mar 04, 2021

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In this special episode, I give honest advice to a small group of MBAs and MSF students from John Hopkins University that face an uphill battle when trying to apply to front office finance roles. We talk strategy when networking, the future of WSO and I try not to sugar coat anything.

E151: Real Estate Private Equity from a Non-Target Feb 25, 2021

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In this episode, John shares his path from a non-target university to his current job in real estate private equity in south Florida. Learn how he was able to land his first internship in M&A, how he managed to transition an internship role into a full-time offer from a family office post-graduation and what he did when he was fired 3 months later. Listen to hear what saved John countless times when his career could have taken a very different turn for the worse.

E150: Side Hustles and Curiosity Lead to Heavy Networking and Success Feb 18, 2021

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In this episode, Omar shares his winding path trying to find his way forward. Coming from a family of entrepreneurs, he didn't feel pressure to get a traditional job coming out of school and had experimented with side hustles throughout his time at the University of Toronto. Listen to hear about his networking hack when he was working in dead-end Asset Management and Equity research jobs, why he moved to Calgary and later to upstate New York with no job lined up and what changed to allow him to start to build significant wealth in Texas.

E149: "Very poor" to VP at Goldman Sachs in PWM for over a decade Feb 11, 2021

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In this episode, we hear about Pierre's improbable story. From growing up with almost nothing to being a first-generation high school and college graduate and earning $30,000 in his first job out of school, to pursuing a master's in organizational psychology and eventually landing at UVA for his MBA at Darden. We learn how he managed to secure a job at Goldman during the great financial crisis in the Private Wealth Management division, how he navigated feeling like an outsider and why he eventually moved back out west.

E148: Investment Banking at BAML to Private Equity out of UNC Feb 04, 2021

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In this episode, TarHeelMonkey shares his path from UNC to BAML. We understand what interested him in finance back when he was in 8th grade, why he didn't get a full-time offer in his first summer and why he ended up transitioning into private equity after 1.5 years in banking.

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