Investment Banker

Investment Banker


Los Angeles, CA

Male, 35

“It seemed like a good idea at the time.”

As a liberal arts grad with mountains of debt and molehills of direction, I took an analyst job at a top NYC investment bank. Neck-deep in spreadsheets and working around the clock, I fought to keep my head above water in a sea of brilliant, khaki-clad sociopaths. While the money and education were great, I quickly learned how the finance world really works... and I wanted no part of it. After 9/11, I left for good.

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64 Questions


Last Answer on November 20, 2014

Best Rated

First of, thanks so much for doing this. I graduated a year ago from a good school with a finance degree but haven't been able to get a job in that industry. Do you have any advice? I've been looking for analyst & advisor jobs but have had no luck

Asked by Robert over 5 years ago

I'd recommend looking into smaller boutique firms. They may not have the brand appeal of the big guys, but the learning experience will be just as good, if not better. You'll have more exposure to upper management and will be given more responsibility than typical sweat-shop analysts. After 2-3 years, you'll be more than qualified to transition to any bank, big or small.

I've worked for a prominent advertising / marketing firm for about two years and want to transition to i banking, despite a liberal arts degree. I currently work in inbound / outbound marketing w/ a focus on tech startups. What are some next steps?

Asked by EPDNY over 5 years ago

It's funny – one can major in underwater basket-weaving in college and get an investment banking job after graduation, but if someone's a few years removed from college and has no finance background, it's significantly tougher. The advice I typically give to those with no finance background looking to make a career-switch into finance is to consider business school. It can be an expensive proposition, but it does legitimately qualify you for an entirely new line of work (in this case, banking/finance). Furthermore, you can intern during your time in school and get a better sense of whether the transition is for you.

Can you send me your job resume? I don't know if this is asking for too much. But, i want to know where to start. Thanks!

Asked by Tomas over 5 years ago

Apologies for the delay. Unfortunately I cannot send my resume, but this looks like a good reference:


Hi what undergraduate degrees are most popular in order to gain a place as an analyst at an investment bank. Non mathematically based also please.

Asked by Zac over 5 years ago

Check out my earlier answer on this:

Long story short, the obvious quantitative degrees (Finance, Accounting, Economics, etc) can help, but many liberal arts majors can be just as successful. It's just a steeper learning curve for the latter.

can my ethnicity be the biggest obstacle I face in the investment world? I am Indian and been in US 1.5 years. Majoring in economics. Live in San Francisco. My family says, the hire rate for Indians in IB is close to nil?!?! Is that true?

Asked by CrazyX over 5 years ago

I don't know the exact numbers, but in my experience, that was not at all true. I'd venture to guess that nearly 10-12% of my analyst class was of Indian decent, and several were among the best analysts by far.

When going into the office what were some of the best cars you see?

Asked by alexhewer over 5 years ago

I worked in NYC, so there were no cars or parking lots. That said, I did once hear our department head shout to one of his underlings. "Hey Dave, cancel your lunch and come watch me buy a Bentley!" I wish I was kidding.

Hello. I am a 27 year old male. I studied biological sciences as an undergrad and now I have a masters in Molecular Biology. NO FINANCE EXPERIENCE. Is it too late to find a career in finance? If not, how do I find one at this stage in the game?

Asked by Sean Hennessey over 5 years ago

If you're interested in a career-switch to finance, business school is a good way to do this. In two years you can absorb the skill set to qualify for finance positions. In fact, you can use your biology background to your advantage, especially if you're interested in doing finance in healthcare-related fields. For example, I worked with an investment banking associate who'd completed medical school, and naturally his focus was on healthcare transactions.