Hear directly from our clients on what our program did for their investment banking recruiting process...
... And what makes this program different from anything else you'll find out there!
Got Every Elite Boutique and Bulge Bracket Offer He Applied For
Our client Bradley is a rising junior who has already secured offers from banks like Perella Weinberg, Citi, and Evercore. As of this interview, he’s also been fast-tracked to superday interviews with Goldman Sachs (update: got the offer). Hear him talk about how he went from a bioengineering major who knew very little, to securing offers from every bank he’s applied to so far (100% offer rate).
Only Student From His Non-Target School to Get an Offer From JPMorgan
Our client Julien came to us as a rising junior from a non-target school who was struggling with recruiting on his own. Despite having spent 80-100 hours studying for interviews on his own, he completely failed his first technical interview with RBC. Hear what he did to transform himself as a candidate and end up as the only person to get into JPMorgan for investment banking from his school.
4 Offers (Including 3 BB’s) as an International Student
Our client Sinan is an international student from Turkey who recently secured 4 summer internship offers, include 3 from top-tier bulge bracket banks. We all know that the bar for hiring is much higher when you need visa sponsorship from the banks; hear Sinan talk about how he was able to overcome this challenge, land his dream job, and make his parents proud.
From No Finance Experience to a PJT Partners Offer in Just 3.5 Months
Our client Jenn secured her junior summer offer from PJT Partners by April of sophomore year. Hear how she went from being someone with no finance experience and didn’t know how to get her foot in the door, to getting offers for sophomore summer internships with two global banks, followed by her junior summer internship offer at PJT Partners – all within just 3.5 months of joining WSMM.
Luke (Santa Clara)
Evercore Offer From a Non-Target That Only Sends Two Grads Into IB Each Year
Our client Luke received a junior summer internship offer from Evercore. He attends a non-target school where just two students graduate into investment banking each year. Hear him talk about how he overcame this obstacle of coming from a non-target school to get an interview from every bank he applied to, before eventually breaking into one of the top elite boutiques on Wall Street.
Passed on Working w/ WSMM Before Coming Back Just in Time to Win Offer
Our client Daniel first spoke to us early on during sophomore year, but wasn’t ready to commit to our program. About a year later, he came back to get our help after struggling to secure any offers on his own. Despite not having a lot of time, we helped him land an offer at one of the top niche-specific banks, where he beat out 200+ other candidates. Hear him talk about his comeback story.
The program is designed for the following types of candidates: 1) college students, 2) Masters in Finance students, 3) MBA students, 4) recent graduates with relevant accounting/finance work experience
Our expertise lies in transforming candidates who are committed and willing to work hard to achieve their goals, but just need some mentorship and guidance along the way to help them become more efficient and more effective.
We help our clients accentuate their strengths, improve on their weaknesses, and stand out against the competition — using our in-depth understanding of what top investment banks seek in their candidates, based on years of experience working on Wall Street and serving on Morgan Stanley’s on-campus recruiting team. Most clients acquire the skills and network they need within the first 30-60 days.
If it’s still early enough, we will help you get relevant experience by giving you access to our members-only database (over 1,300 investment banks) and teaching you how to find internships that are “off-market” and not currently listed on job sites like LinkedIn and Glassdoor. Using our methods, some of our clients have gotten their foot in the door even with zero relevant experience. We will also personally revise your resume, cover letter, and Linkedin profile to tailor these documents based on what investment bankers like to see. This will increase your response rate during networking, and also maximize the chances of you being selected for interviews. Bankers spend less than 30 seconds on each resume and our process will help get your resume put in the “YES” pile.
You need to maximize the number of bankers you talk to in order to be competitive. On average, our clients reach out to 250-300 bankers with our help. We will teach you our Funnel Optimization Networking System™ to streamline and automate the outreach process so that it’s easy, scalable and efficient. Then, we’ll also show you how to convert these leads into actual interview referrals using our I.D.E.A.S Framework™ during your networking conversations, which has been tested by numerous clients to maximize response rate. You will learn how to master the networking conversations, build rapport, ask the right questions, and leave a memorable impression. The end goal is to get 1-2 referrals at every investment bank you apply to.
The technical interview is often the part that people stress about the most, but we think it’s actually the easiest part. We’ve been able to prepare complete beginners in just one week. We cover everything from financial accounting / three statements, valuation methodologies, M&A math / accretion dilution, LBO, and more. After we walk you through each topic, we quiz you on the concepts to make you really understand everything. All in all, the process of learning the concepts shouldn’t take more than ~15-20 hours total when done correctly with the guidance of an expert. Of course, we will also spend as much time as needed to answer all of your questions along the way. And most importantly, we will go through mock interviews and give you feedback until you’re 100% confident.
Most candidates simply come up with the best answers they can think of and hope for the best. Then when things go wrong, they have no idea why, and don’t get any feedback to improve on either. Having interviewed and helped hundreds of candidates, not only can we help you calibrate the quality of your answers against your competition based on a statistically significant sample size, we’ll point out the areas of improvement hidden in your blindspots. We’ll walk you through all the common behavioral questions you need to prepare for, show you how to best structure your answers, and give you proven frameworks to use. Most importantly, we will review every single one of your answers, word for word, and leave no stones unturned until your behavioral answers are perfect.
It doesn’t matter. We’ve helped plenty of non-target school students get into investment banking. We’ve also helped plenty of students who didn’t major in business/finance/economics get into investment banking. Just scroll up and listen to some of the client interviews if you need proof. When someone on Wall Street Oasis tells you that you have no hope unless you go to Harvard, have a 4.0 GPA, and have done 3 investment banking internships already, I want you to know that they have no idea what they’re talking about. For all you know, the person saying that is most likely a college student who hasn’t even gotten into investment banking himself. Because that’s the type of people who would have time to spend a bunch of time on an online forum. When it comes to your career – do you want to listen to him? Or do you want to listen to someone like us who actually knows how this stuff works?
This is another myth that we hear quite often. Yes, of course the closer your GPA is to a 4.0, the easier it will be for you to get into investment banking. And if your GPA is above a 3.7, you’re pretty much not going to get any questions about your grades. But we’ve helped plenty of clients with GPA’s in the low to mid-3’s get into investment banking, often at top-tier investment banks. As far as we are concerned, you’re fine as long as you have anything above a 3.2 or 3.3. If you have below a 3.0, it’s going to be pretty damn tough unless you 1) have enough time left to pull your grades up before applying, or 2) have a very legitimate excuse for temporarily having poor grades. The lower your GPA, the better you will have to be in everything else – work experience, extracurriculars, networking, behavioral interviews, technical interviews. And no matter what your GPA is, we can teach you how to talk about it when asked.
It’s pretty straightforward, but nowadays you pretty much have to have some relevant work experience to get into investment banking. Depending on how much time you have left until the recruiting process starts, we may be able to help you find relevant internships to beef up your resume. If you don’t currently have any relevant experience, and are stuck because you don’t know how to get your foot in the door, then we can definitely help you with that. As an example of this, our client Veeren came to us during the second semester of sophomore year with zero work experience beyond a non-finance internship he did as a high schooler back in India. Within two months, we helped him land a sophomore summer internship at a boutique investment banking in Chicago, using our proprietary methods. If you are starting late, we would have to assess your situation and see if we can come up with a creative, outside-the-box solution to achieve your objectives in time.
Most candidates do not start out with a strong network in investment banking. In fact, a lot of our clients are non-target school students, and don’t have many alumni they can reach out to on Wall Street. It doesn’t really matter. The way we teach our clients networking, we expect the vast majority of your investment banking contacts to come from your cold network (i.e. complete strangers). As long as you know the best practices for identifying, contacting, and engaging with these people, you can turn a cold contact into a warm contact, and eventually into an advocate who will serve as your champion within the investment banking you’re targeting. Of course, if you do go to a target school with a lot of alumni, or you have personal contacts within your friends and family, you should definitely leverage that as well. But either way, we will help you massively scale up your networking efforts, turn your contacts into actual interview referrals, and do all of this in the most efficient and effective manner.
What most people don’t understand about behavioral interviews is that it’s actually harder than you think. Most people worry a lot about technical interviews, while feeling like they don’t need to spend much time preparing for behaviorals. After all, it’s just talking about yourself right? How hard can that be? In reality, behavioral interviews are graded on a curve; meaning your answers sounding good to you is not “good enough.” The key is for your answers to be BETTER than your competitors’ answers. And to figure out whether yours are actually better, you need someone who’s actually seen a lot of candidates interview, and has a large sample size of data to compare your answers against, to be able to accurately assess the situation for you. Moreover, chances are probably at last some of your behavioral answers could be improved. And in terms of figuring out HOW to improve your answers, you cannot be the person to critique yourself. After all, you came up with the answers in the first place, so you won’t be able to identify the mistakes you’re making in the first place.
Just like anything else you try to learn in life – a foreign language, a new instrument, a sport, etc. – there are two ways to learn any new skill: 1) try to read some books or watch some videos, and teach it to yourself, or 2) find someone who is already a subject matter expert to teach it to you. Most of the time when students try to teach themselves technicals, it doesn’t work because “they don’t know what they don’t know.” Oftentimes, you may read something on a page and feel like you understand it, only to realize when you’re in an actual interview that you have no idea how to answer the question being asked. Memorizing these technical interview guides from front to back is a popular method, but also quite ineffective as interviewers nowadays are smart enough to change up or disguise the questions. To truly master your technicals in the shortest amount of time, you need an expert to personally teach it to you, help you connect all the dots, and answer any questions you may have. If you could learn from a professor or read a text book on your own, which do you think is better?
We appreciate this question. You should thoroughly vet the people you choose to work with… but ultimately this comes down to a couple of things. First, does what we’re saying “make sense”? Can you see how it would work? That’s the first step… if the education we’ve given you (for free) has made sense, then that’s the first thing you want to consider. Second, have you had a conversation with us? You can tell a LOT by getting on the phone with someone. Follow your gut. Third, listen to the client interviews above… and look at all the messages we receive from our clients on a daily basis. The amount of people we’ve helped – genuinely – get results. What do you think we threatened these people’s families into giving us this stuff? No. We’re very good at what we do and we authentically care about people. No scams here.
Yeah. I guarantee that if you don’t make a change or get the help needed to change, you’ll grow VERY slowly at best, or likely not move at all. By the time you figure it out (if you ever do), the recruiting process will be over already. With how accelerated the investment banking recruiting timeline is nowadays, the candidates who win are the ones who are able to accomplish more than their competition in the same amount of time. We see it time & time again – there are NO guarantees in life (outside of death and taxes) EXCEPT that if you keep doing what you’ve been doing, nothing will change, and you’ll get no results. Saying you just “gotta try harder” is naive at best, and totally destructive to your career prospects at worst. The “cost” of figuring this out alone is astronomically higher than the “investment” required to work together.
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In the nature of transparency and authenticity, we do make a special offer at the end of the call only if you’d like help actually implementing these tactics and strategies and we feel we can help you. Is it required? Absolutely not. Will you receive value & insight from this call even if you don’t want to work together? 100% yes. Some people will take the information they receive on this call, implement it by themselves, and see great breakthrough. Some people will see what’s possible, and know that working together is just what they need to get results even faster. It’s completely up to you but we hope that you’ll at least consider scheduling a call, use the information we provide, and let us know what you think!
DISCLAIMER: The client results stated on this web page and discussed in the client interviews are our the results of previous or existing clients. Please understand these results are not typical. We’re not implying you’ll duplicate them (or do anything for that matter). The average person who buys “how to” information gets little to no results. We’re using these references for example purposes only. Your results will vary and depend on many factors including but not limited to your background, experience, and work ethic. Recruiting entails risk as well as massive and consistent effort and action. If you’re not willing to accept that, please DO NOT ATTEND THIS TRAINING.