WSO Weekly Wrap-up

June 14, 2025

Hey WSO Monkey,

If you're gearing up for IB interviews, we’ve got a bootcamp that might help. It covers everything from technicals and behaviorals to networking, all taught by an IB pro who has been through it on both sides. It’s next weekend (June 21). Check it out if you’re interested.

-Patrick

Top Discussions

  1. Ex-RX Consulting Q&A- “Now that recruiting season is coming up, thought about having a space where anyone with any lingering questions can hopefully get some guidance. Will do my best to answer to as many as I can, assuming I even get any questions. Background: Did RX consulting at a non-T1 firm for a while before exiting into CD."

  2. A Reminder: We’re Lucky to Be Here - "Yes, we do have to work very long hours, and sometimes the job sucks. But I’ll say this, people would kill to be in our position. We are nothing more than semi-smart college grads who got good at Excel and PowerPoint. Please keep that in mind before you make posts about how hard life is here..."

  3. I Did It. I Quit a UBS IB Group - "Many groups you just need the group head to love you. He/she will pick their favorites and pay bad bonuses to non-favorites, regardless of how the group is performing."

Time is Money

Unlocking Value in Banking Through Smarter Use of Technology

Time is money, and in the world of investment banking, the demand to do more with less is more prominent than ever. Junior bankers often find themselves overwhelmed by repetitive tasks such as financial modeling, transaction analysis, and reporting.

FactSet’s latest insights highlight the untapped potential of technology to streamline processes and enhance productivity for junior bankers and reveals that adopting innovative technologies can save them six to ten hours weekly. This enables them to concentrate on more strategic tasks, like creating client presentations, exploring new business opportunities, and engaging in strategic research.

Top Discussions (contd.)

  1. Q&A: I Am a MMHF Portfolio Manager- "I have been in the public equities business for almost 15 years and have been a MMHF PM for the last few. My much younger and naive self owes his early career to this forum."

  2. Pros vs. Cons of Corporate Role Post IB - "I am a former senior banker who has moved on to a corporate role as the head of corp dev/strategy at a PE portfolio company. I have had a bunch of people in banking across levels, primarily at the mid-levels. reach out to you about making the switch, so wanted to make a very quick post about it. Everything below is my experience and opinion; experiences will vary, given that there is a significantly larger variety in corporate jobs compared to IB..."

  3. Apollo Canceling 2027 PE Recruitment This Year - "Hearing similar rumblings about internship programs also. Firms unhappy with experience of handing out offers to sophomores, who then find out in their sophomore summer that they don't like Wall Street, but will not renege on a Junior summer internship they already locked down. Wasting a seat from the firm's perspective when they are trying to have good options on whom to convert to the full-time analyst program."

New Podcasts Coming in Hot 🔥

  • Stellenbosch to M&A in London | Chat with Luca | WSO Academy

  • Kenyon College to Morgan Stanley | Chat with Aishik | WSO Academy

  • Loughborough to Boutique Investment Banking | Chat with Jonah | WSO Academy Chat

Hot Jobs 💼

Venture Capital Associate (Life Sciences, Boston-based) - "The team is seeking an Investment Associate to join as a generalist across their three sector focuses (biotech, digital health/tech, and tools/diagnostics) in Boston metro with an ASAP or Summer 2025 start date..."

Equity Research Analyst - "Buy-side research analyst opportunity with a family office. The analyst will work with the direct investment team and report to the Portfolio Manager. The team employs a fundamentally driven investment process and an owner’s mentality...."

Research Associate (Equity Small Mid Cap) - New York, NY - "This position will support the Small/Mid-Cap Equity research team and initially be responsible for covering multiple sectors in support of current team members."

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