WSO Weekly Wrap-up

March 28, 2026

Hey WSO Monkey,

Feeling cooked yet? This week we’re talking about surviving 15+ rounds of interviews without losing your soul and whether or not Tech PE is actually toast. We’ve also got some Q&As. Stop staring at your model and see what the community is saying.

-Patrick

Top Discussions

  1. Q&A - Woman Senior Analyst at HF - "Currently senior analyst at HF with own sector and PnL. Happy to talk about career progression, women-specific topics, etc..."

  2. 15+ Rounds of Interviews, Including Several Final Rounds. Advice on How to Stay Healthy, Motivated and Positive in HF Recruiting? - "Second on taking a mental break. This is also a tough market with all the uncertainty. Another hopefully encouraging anecdote: my search process lasted little over 6-7 months. Did tons of pre-case study interviews at many funds, 8 final rounds, 8 case studies… some dragged their feet for weeks to get back to me. I would have no doubt been happy at any of the funds I interviewed for because I was leaving a toxic environment too..."

  3. We overhauled our Forward Curve to be the most powerful, interactive tool in the industry - "Fully interactive, instantly downloadable, and packed with the live data you need. It’s the coolest forward curve in the biz—toggle indices, overlay historicals, and export data in seconds. Check it out for free.”

What do credit cards, rewards, gamification, and personal finance have in common? One high profile startup: Coverd.

This a16z backed startup might actually be able to say “we don't have any direct competitors”.

Coverd is a category defining product led by former Wall Street traders Albert Wang and Eric Xu (Morgan Stanley & Hudson River Trading).

The app allows users to track all of their spending in one place and win back their credit card purchases via both skill and chance based mini games.

Soon, Coverd will launch the first ever credit card to offer up to 100% cashback (zero fees) on every purchase. Card users will be able to interact with every element of the app using their points.

Not to mention they host free, contest style giveaways on top of it all, and currently have $10,000 Super Bowl LX tickets listed. Free.

Top Discussions (contd.)

  1. UBS IB Analyst Q&A - "Ask me about whatever: Recruiting process at UBS (interviews, superdays, what stands out these days). Day-to-day life, hours, and WLB (keeping it real). Deal flow and pipeline in IB. Compensation (base + bonus expectations for the current cycle). Culture and the ongoing integration stuff. Exits (PE, corp dev, buyside, etc.). How UBS compares to other banks. Advice for incoming summer analysts or full-time analysts. Anything else — no question too basic or too blunt…”

  2. Q&A (Or Sort Of): Platform HF in Singapore - "I'm currently a senrior analyst in one of the platforms in Singapore with a sleeve and clear path to making PM. I understand there probably isn't much information out there about the space and especially in Singapore..."

  3. How Cooked Is Tech PE? - "The LLM bubble is going to pop sometime 2H 2027 - 1Q 2029. This is going to cause a recession. This recession is going to hit software companies hard because they will have already been beaten down by this LLM FUD. So, they will already be starting from an artificially low spot and then get hit with a recession. Depressed valuations that have basically nothing to do with firm-specific operations makes for some of the best buying opportunities for PE. If you look at the best individual funds and the best individual portcos, they basically all follow this buy/deploy at the low in the cycle and sell/return capital as the cycle flips and hits its stride. The business cycle is a powerful multiplier."

  4. CFA | Ex-BMW Structured Finance (€1B ABS) | International Finance, cvs & Career Advice Q&A - "I’m a CFA charterholder with over 12 years of international experience across structured finance, risk management, and client advisory. I spent nearly a decade with BMW Group in Munich, where I worked on cross-border asset-backed securities transactions of around €1B per deal across Europe and Asia, while also being involved in risk management and working closely with regulators, rating agencies, and institutional investors. I later served as CFO of Bavaria Reinsurance Malta, overseeing finance, risk management, and investment oversight, and I currently work as Senior Relationship Manager at Latitude Consulting Malta Ltd., advising international clients on migration-by-investment solutions..."

New Podcasts Coming in Hot 🔥

  • Zero Finance Background to JP Morgan: The Ultimate MBA Career Pivot

  • How to Break Into Investment Banking | Finance Career Advice

  • From Non-Target to Rothschild: How She Landed UBS & Lazard Offers

Hot Jobs 💼

RE Credit Analyst - "The Analyst will assist with loan underwriting and portfolio management functions, working closely with senior originators and management..."

Senior Analyst, Private Equity Operations - "The Senior Analyst, Private Equity Operations leads the operational management of private deals, from approval and settlement through ongoing lifecycle events such as IPOs, restrictions, corporate actions, and liquidity events..."

Investment Banking Vice President - "This involves reviewing AI outputs for correctness, methodological rigour, and commercial relevance—then building evaluation criteria and model answers that reflect how things are actually done at top-tier banks.."

Private Equity Expert - "Mercor is recruiting U.S./UK/Canada/Europe/Australia-based Private Equity Experts for a research project with a leading foundational model AI lab."

Financial Modeling Expert - "In this highly visible role, you will deploy your deep expertise in financial modeling, valuation, and deal structuring to support major investment decisions across diverse sectors..."

WSO Mentor - "Are you an experienced professional with a background in investment banking, private equity, hedge funds, S&T, venture capital, asset management, equity research, quant finance, corporate dev, real estate finance, or top-tier consulting? Passionate about mentoring the next generation of leaders? Wall Street Oasis (WSO) is expanding its Mentorship Program, and we're looking for outstanding professionals to join our mentor roster—an elite network supporting students and young professionals as they prepare for high-stakes careers. Whether you’re looking to give back, stay connected to rising talent, or sharpen your coaching skills, this role offers you the chance to make a meaningful impact, remotely and on your schedule..."

On Deck - Training 🎓

All in Eastern Standard Time

Stay Strong,
Patrick Curtis
CEO and Founder, WallStreetOasis.com

WSO Mobile App: iOS | Android

PS - We're also always looking to add resume reviewers and WSO Mentors to our team. Set your own pay (from $40/hr to up to $400/hr) to increase or decrease mentee flow. To submit an application, go here.

PPS - Think you have an interesting story? Want to share it with our podcast listeners? Hit reply and let me know!




* PE Interview Bootcamp includes lifetime access to the PE Interview Course
** FMV Bootcamp includes lifetime access to the Elite Modeling Package
*** IB Interview Bootcamp includes lifetime access to the IB Interview Course