WSO Weekly Wrap-up

November 01, 2025

Hey WSO Monkey,

We recently launched our new Sales & Trading Interview Course. It dives into one of the most dynamic front-office roles on Wall Street, giving you the foundation, desk insights, and interview prep to break into S&T.

-Patrick

Top Discussions

  1. Q&A: High Finance Australia - "Australia’s finance world has its own quirks, from how people break in, to how universities, recruiting, culture, and work-life balance differ from the US or UK. I thought it might be helpful to share some of those insights and give back to the WSO community. Feel free to ask anything, career paths, technical skills, interviews, case study tips, lifestyle, or long-term career strategy. Happy to chat with anyone, wherever you’re based."

  2. Hiring Someone Who Was Previously Fired/Laid Off - "I hired someone who quit his last job because he was sick of working until 1am on a terrible office portfolio that was predominantly going back to the lender as it was acquried from 2017 - 2022. When I called his former boss, the former boss just talked shit about his peformance and investment judgment. I then asked how they're doing and his former boss got super defensive. Needless to say, I hired him. If your former boss lost a bunch of $$$ for LPs, who gives them the right to judge?"

  3. Am I Too Old to Be an Analyst? - "I'm 26 and have worked in various finance roles including financial advising and business valuation for about 4 years and recently interviewed at a boutique investment bank in my area. I am making around $70k all in at my current job and want to do much better for my family. I have a strong feeling they'll offer me an analyst spot, but I'll be 27 early next year meaning I'd probably make Associate at 30ish and VP at what like 34 best case? Seems old. I have a wife and baby at home which makes me second-guess any decision to grind out long hours. It is not a BB or EB and does advertise a better level of WLB, but it's still IB and I have no delusions of being home by 7pm every night..."

Investment decisions hinge on having the full picture, but critical details often hide in plain sight.

Investment decisions hinge on having the full picture, but critical details often hide in plain sight. 

That’s why we built Global Search: to help investment firms not only find information faster but also uncover insights they didn’t even know they had.

Global Search is already helping Blueflame users reduce research time and surface insights they’d otherwise miss. A few real-world examples:

✅ Build company summaries using deal notes, CRM records, emails, and public data
✅ Reference historical deals to inform comps, memos, or diligence workflows
✅ Search firmwide knowledge for everything related to a sector or theme
✅ Prepare for LP meetings with relationship-specific insights and internal context

With one interface for firm knowledge, connected apps, LLMs, and the web, Blueflame helps dealmakers and investment firms go deeper—and move faster—without sacrificing accuracy.

Top Discussions (contd.)

  1. AI and Our Futures - "I think you need to separate the signal from the noise and talking points. While there are a number of companies attributing lay offs or reduced hiring to AI, the reality on the ground is that during the COVID boom companies simply overextended their hiring and cost bases on the back of lofty growth assumptions which ultimately did not materialize. Now they need to right size and are attributing it to AI capabilities (despite being underwhelming / not game changer in reality) as that sounds better and allows them to side-step the fact they got their 5 year planning wrong. The job market and economy is just weak right now regardless of froth around a handful of mega-cap tech stocks making the market look okay..."

  2. Built $3M Net Worth in Mid/Late 20s - What Next? - "Have spent too much time obsessing over how to handle this, so reckoned I’d ask WSO. Over the past few years, I’ve personally built up a $3M USD net worth which is mostly liquid assets. Currently at a MM pod (was on the sell side for a few years before this) - doing well but have the itch to try something else given the unique position I am in..."

  3. Struggling With Recruitment and Why Is It So Damn Early - "I just finished the Raymond James IB Bootcamp and saw the SA27 application is due 10/27 which feels really damn early. I have not talked to anyone in the product group yet and was wondering why the deadline is so soon and how I can get coffee chats faster without sending hundreds of emails every day since I have exams coming up. But why is this shit so early..."

New Podcasts Coming in Hot 🔥

  • Boston College to Strategic Advisory | Chat with Rohan Ramesh | WSO Academy

  • Colby to Associate in Consulting at BCG | Chat with Luis | WSO Academy

Hot Jobs 💼

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..."

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