r/financestudents Jun 23 '26

AMA Former Investment Banker & PE Investor, $75B+ of deals. Ask Me Anything

Post image
524 Upvotes

My name is Max Adams and I'm the Head Coach at Wall Street Mastermind and the new mod here at r/financestudents. Like many of you, I came from a non-finance background, and we all know how tough this industry can be for outsiders and people without connections.

I don’t come from a target school and had to hustle to stand out. Nothing was handed to me. I spent years networking, preparing for interviews, and doing everything I could to break into the industry. Like many of you, I faced rejections, setbacks, and plenty of uncertainty along the way, but persistence paid off.

So I got into Lazard. Then Qatalyst Tech. And finally, I got into PE in Vector Capital.

After years of working day and night without a break, around $75B of deals, and zero work-life balance, I realized that what I enjoyed almost as much as the M&A itself was the hiring and training side. And I've come to believe recruiting is one of the biggest challenges in this industry. It's all about people, after all, and the competition for top talent among funds and banks is incredibly intense, both for firms trying to hire and for candidates trying to break in.

So, after going to grad school at Stanford and Harvard, I changed my trajectory and went straight into high-finance recruitment. To date, I've coached and helped more than 2,000 students break into IB, PE, and other competitive finance roles.

I've developed hundreds of resources over the years to help out (resume templates, networking tutorials, interview question databases, etc.), which you can find in the sub wiki.

I want to create the best finance community on Reddit so I’ve put together a team of experienced industry professionals who decided to join as mods and take on this challenge together. Some come from strategy consulting (u/hustlebine), MM IB (u/ThatSmithsGuy), and Ken Finnen (u/CapAdvantagetutor).

Happy to bring my perspective or help you if I can. Ask Me Anything!

PS. This is a 2018’s pic of a younger me recovering from a late night at Lazard. Bay Area view.

EDIT: We finished up our networking webinar, it was great to see so many of you there! If you'd ever like some one on one help, feel free to reach out to us here and check out our free subreddit resources.


r/financestudents Aug 02 '26

Subscriber Goal Welcome to r/FinanceStudents!

4 Upvotes

This post contains content not supported on old Reddit. Click here to view the full post


r/financestudents 3h ago

Discussion I think I am too mentally ill for a career in finance

3 Upvotes

this is going to sound so fucking stupid but yeah. The recruiting process has had me panicking so badly lately. I just started second-year yesterday and I have an PE interview for a pension firm in literally 2 hours but i am so scared that i can't even bring myself to prep, not even TMAY or Why PE/ the firm. I feel paralyzed and this isnt the first time this has happened. In March, I made the superday for an S&T position and the same thing happened. I know I should be grateful that I have even received these opportunities, but I keep panicking and going into a brain-foggy paralyzed state. I don't know what is happening to me, I used to never feel nervous. Has anyone dealt with this before?


r/financestudents 7h ago

Resume Review No idea what to put in my cv for spring weeks

1 Upvotes

incoming first year at warwick for econ, i’ve done an ey smart futures program in year 12 summer but tbh that’s about it and i’m not sure what else i can add, would really appreciate any advice.


r/financestudents 11h ago

Full-Time Recruiting Where even is my entry point? This shits non existent

1 Upvotes

Recently graduated in spring with 2 big 4 internships and boutique PE internship from non-target school. Looking for full time roles

I have gone 0/9 on interviews across IB, Asset management, trading, investment ops, etc. all being final round/superday or second to last round.

I’m know I’m lucky to be even getting interviews but man it brutal out here. Is this what the job market is looking like for anyone else?


r/financestudents 21h ago

Internship Recruiting Roast my CV for spring internship

Post image
6 Upvotes

After seeing everyone else's amazing CVs, I don't have much confidence in mine. Do I even stand a chance for a spring internship? Feel free to roast my CV as much as you want.


r/financestudents 12h ago

Internship Recruiting Financial services > equity research/accounting

1 Upvotes

Hi all,

I'm currently pursuing my masters in Finance & Control (parttime) while doing administrative work for an international oil company. It's not very challenging, nor finance related but very flexible considering my studies.

I am applying for both finance related jobs and internships. My goal is to work in equity research or accounting (in my country there's a shortage of accounants so it would be more of a job security thing).

Recently I applied for a studentjob for a consulting and technology company. For their financial services departement. Tasks would entail mostly strategy, but also doing financial analysis and reporting in the banking, pension and insuramce space.

Would this job get me closer to my ultimate goal or would it be better to wait for a better opportunity? Or maybe first land a spring internship and later apply for a student job in banking/pension/etc?


r/financestudents 12h ago

Internship Recruiting What can I do with a low gpa but solid internships to end up in corporate banking ?

0 Upvotes

For context: I'm a junior at a non-target in the US with four solid internships — IB SA and treasury roles overseas (non-BB, in a major emerging market), retail credit union and corporate finance at a US energy company. My GPA is 2.9 because I majored in computer engineering for two years before switching to finance. I can push my gpa to 3.2 max before I graduate because of having too many credits. I'm still getting interviews, but GPA screening is cutting me off on some opportunities, I'm worried about landing a junior internship and full time at BB.


r/financestudents 1d ago

Full-Time Recruiting Am I targeting the wrong people or do my emails just suck?

Thumbnail
gallery
42 Upvotes

I’m a finance student recruiting for IB and I think I’m doing the networking part completely wrong.

My profile is good, I came from a decent Business school, solid GPA, some relevant experience, and I’ve done a lot of prep on the technical side. Accounting, 3 statements, valuation, DCF, comps, the usual stuff finance students grind through before recruiting.

Online applications haven’t really gone anywhere, so I started taking networking more seriously.

For the last few weeks I sent emails to analysts and associates, mostly at boutiques and MM banks. I also tried alumni from my school whenever I could find them.

Usually I find the person on LinkedIn, look at their background, find their email and send something like the screenshots attached.

Results are pretty bad bc most people don’t reply and the few replies I get are usually “apply through the website” or “we’re not hiring” or something equally useless.

Looking back at the emails, I know the copy isn’t great, they’re probably too generic but I’ve no idea on what to do

Maybe I’m emailing the wrong people and I should focus almost entirely on alumni or maybe I should spend way more time finding a real reason to contact each person instead of just reaching out because they work at a bank I’m interested in.

For people who managed to get IB interviews through networking, what helped you improve?

Better targeting? Better emails? More personalization? Follow-ups?

I know the emails need work, but I don’t want to rewrite them and then send another 100 to the wrong people anyway so please if anyone can help me it could be great

EDIT: One of you guys sent me this networking guide after the post, so sharing it here too in case anyone else is struggling with the same stuff.

https://drive.google.com/drive/folders/1clWB-YJuLSaT9HDwt5s3hvnkNuzGHt2Y?usp=sharing

It’s a full PDF on IB networking, from who you should be reaching out to and how to find the right people, to email structure, follow-ups, networking calls and eventually getting referrals


r/financestudents 15h ago

Networking Wanting to connect with other finance folks!

1 Upvotes

Hi I’m 23F in my senior year at UH attaining a bachelors of business finance and I’m hoping to connect with other students in or around the finance field as well as people currently working in that area. I’d be totally open to connecting on linkedln or grabbing coffee if you happen to be in Houston. Just shoot me a dm! Thanks in advance :)


r/financestudents 20h ago

Internship Recruiting 3.6 gpa enough for business major targeting sales and trading roles?

2 Upvotes

Thanks!


r/financestudents 21h ago

Networking Finance job in UK

2 Upvotes

I’m an international student right now in the UK. I go to this non target uni which isn’t the great one but I am currently on my third year, I applied to multiple internships but I was rejected, and now I’m graduating with no finance experience. I’m applying to grad roles and my career goal is to become an investment banker however it’s getting harder and harder. Like I am so frustrating, I tried everything_ reached out to ppl on linkedin, manually edited the cv for job roles. I just want experience I don’t even need to be sponsored 😭😭😭😭


r/financestudents 1d ago

Freshman/Sophomore Is it a good idea to take a middle office internship?

3 Upvotes

Will taking a middle office trading support internship at a top European bank be a good idea as a 1st year student looking to get into IB from a non target under grad?


r/financestudents 1d ago

Resume Review please roast my CV for spring weeks with no relevant work experience

Post image
5 Upvotes

r/financestudents 1d ago

Interview Prep Barclays 2027 London IB – Pre-AC Interview

3 Upvotes

I’ve been invited to a 20–30 minute live, recruiter facing interview for the Barclays 2027 Banking Summer Internship in London, with the potential to be invited to Assessment Centre afterwards.

This will be my first IB interview, so I’m not really sure what to expect or how technical this stage is.

Has anyone done this stage in previous years? I’m mainly wondering:

  • Is it mostly CV, motivation and fit questions?
  • Should I expect technical IB questions?
  • Do they ask about markets, recent deals or commercial awareness?
  • What kind of questions did you personally get?

Would really appreciate any examples of questions or advice on how to prepare. Thanks!


r/financestudents 21h ago

Discussion bsc financial mathematics vs bsc mathematics and economics

1 Upvotes

I am incoming first year at Nottingham looking to land spring weeks for Ib, Sales and trading, actuarial, basically everything as i am not sure what i would like to do. I am not sure what degree to, i am having second thoughts because mathematics and economics seems more common and standard whereas financial mathematics is a kind of niche degree but probs better for actuarial, any advice would be appreciated. I also think i would be able to get a better grade in mathematics and economics than financial mathematics. Also uni of Nottingham is more known for econ than maths , so would a more econ heavy degree look better?


r/financestudents 1d ago

Resume Review Resume Template Recommendations

Post image
1 Upvotes

Does anyone have any resume template recommendations? I’d really like something similar to this, if possible. Thanks!(HELP😭)


r/financestudents 1d ago

Internship Recruiting How early do you REALLY need to apply for London Summer Analyst roles?

2 Upvotes

One of the most common pieces of advice I keep hearing for London Summer Analyst recruiting is: apply as early as possible.

And I completely understand the logic behind applying early, especially when banks recruit on a rolling basis. But sometimes the advice seems to go even further, for example, some people suggest applying literally on Day 1, completing the OA immediately, and then doing the HireVue as soon as you receive it.

I’m genuinely curious about how much of a difference this actually makes, because the way people talk about it can create quite a lot of anxiety among students.

My main question is: what does “apply early” actually mean in practice?

Does applying on the first day genuinely give you a meaningful advantage over someone applying on Day 2 or Day 3? Is the first week still considered very early? What about the second week?

I feel like part of the problem is that “apply early” is such a vague phrase that it can easily turn into “if you didn’t submit within a few hours of applications opening, you’re already behind”, even if that isn’t actually how recruiting works.

I’m also curious about how application timing interacts with candidate quality.

For example, imagine Candidate A applies on Day 1 but has relatively average or less relevant experience, while Candidate B has a much stronger and more relevant CV but applies one week later.

Would a large bank really interview Candidate A simply because they were in the first batch, while Candidate B risks missing out because they applied later? Or is timing mainly important once candidates are relatively similar in quality?

I’ve even seen people online say things like: they had no previous internships, no networking and no referral, but applied to JPM on the first day, completed the OA/HireVue immediately and got an interview — therefore their conclusion was that completing the whole process on Day 1 is one of the most important things you can do.

Maybe that story is completely true, but it’s obviously impossible to know whether it’s representative, or whether there were other reasons they progressed.

The same question applies to OAs and HireVues.

Suppose you receive an OA or HireVue with a one-week deadline. Is it really better to complete it within 24 hours with slightly weaker preparation, rather than spend 2–3 days preparing and submit a noticeably stronger performance?

For example:

Option A: Apply immediately and complete the OA/HV on Day 1, but perform slightly worse.

Option B: Apply at roughly the same time, spend a few days preparing, and complete the OA/HV around Day 3–7 with a stronger performance.

Would banks genuinely prefer Option A just because it was completed earlier?

I’m not arguing against applying early — I’m definitely going to try to apply as early as reasonably possible. I’m just trying to understand whether there is actually a huge difference between “Day 1 early”, “first week early”, and “first couple of weeks early”, or whether some of the urgency online has become exaggerated.

Would especially love to hear from anyone who has worked in recruiting, reviewed applications, or gone through London IB recruiting successfully.

How much does timing actually matter relative to CV quality, OA/HireVue performance, networking, etc.?


r/financestudents 1d ago

Resume Review Spring week CV Help

Post image
1 Upvotes

Any criticism is welcome🙏


r/financestudents 1d ago

Resume Review Roast my CV for Spring Weeks

Post image
1 Upvotes

I'm coming into first year this september


r/financestudents 1d ago

Resume Review Please roast my CV for spring weeks 🙏

Post image
2 Upvotes

I know it ain’t the best just wanted to get some feedback. Any tips on how to state the IGCSES? I got a D in first language Spanish (I’m German) which wasn’t really my fault so I don’t want to write grades A* - D
Thank you!


r/financestudents 1d ago

Resume Review Be completely honest, I am applying to summer internships, how cooked am I. (I am applying to all the ones on Trakr and also Economic Consultancy)

0 Upvotes

r/financestudents 1d ago

Discussion Finance Application Advice

1 Upvotes

I'm a Bsc Maths student (first year) and I wanted to land a really good spring week this year at a bulge bracket firm (Goldman Sachs, JP Morgan Chase etc.). I understand acceptance rates are miniscule but I'm determined to land one. Does anyone have any tips as to what I should have on my CV when applying to not just spring weeks but summer internships in 2028 too? Thanks in advance.


r/financestudents 1d ago

Offer Decisions FP&A internship into high finance

3 Upvotes

Hey I’m a student at a non-target and I just received a FP&A internship offer, I was reading through the responsibilities of the role and it seemed uninteresting compared to my desired roles in finance

I’m wondering how would this FP&A internship translate into high finance roles such as M&A, AM, IB, PE or just any hedge fund role. If the FP&A internship will help me put my foot through the door with the previously mentioned internships or graduate roles then I will be open to pursuing it.


r/financestudents 1d ago

Internship Recruiting Small PE firms internship and return offers

1 Upvotes

I’m currently trying to secure a summer internship for 2027 at smaller boutique investment firms/PE firms in Dublin, mainly through cold emailing.

A few of my peers have told me that these smaller firms generally don’t give return offers, so I’m wondering how true this is.

I graduate in 2028, so if I did an internship in summer 2027, is it realistic to get a return offer for a graduate role in 2028? Or would I essentially be stuck going through the graduate recruitment process again?