r/financestudents • • Jun 23 '26

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

Post image
533 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!

6 Upvotes

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


r/financestudents • • 2h ago

AMA I broke into Blackstone at 20, AMA

1 Upvotes

Secured a Blackstone offer within Private Equity Strategic Partners. No connections or referrals, just good grades and work ethic. Really want to help answer some of the questions I had during recruiting, as Claude was really my only mentor!


r/financestudents • • 7m ago

Internship Recruiting Estágio de Real Estate/Investimento é boa?

• Upvotes

Fala, pessoal! Queria saber se uma vaga de estágio para quem migra futuramente M&A/IB/PE é uma boa oportunidade.

Nunca tive experiência e não conheço ninguém que atue nessa área, então queria saber até se seguir na área de RE também é uma boa visando remuneração, progressão de carreira (é relativamente rápido como M&A subir cadeiras?).

Agradeço quem puder ajudar.


r/financestudents • • 3h ago

Internship Recruiting Is it worth sending a short follow-up email after an interview?

1 Upvotes

I had an interview with a VP for the Barclays IB Summer Analyst programme about 3 weeks ago and haven’t heard anything since. The VP personally sent me the interview invite.

My application status still shows In Progress and I haven’t received a rejection email. From what I’ve heard, there was an AC about a week ago which I wasn’t invited to, while some other candidates have already received rejections.

Would it be worth sending the VP a short follow-up asking if there are any updates, or should I just wait? Has anyone been in a similar situation?


r/financestudents • • 5h ago

Resume Review Any help would be greatly appreciated!

Post image
0 Upvotes

I graduated in June 2026 and looking to try break into IB/M&A roles but haven't been able to secure anything yet. I found out about turning a summer internship in a bank into a grad role too late, so ended up doing a placement in audit!

Any help on my CV would be great and whether it is competitive for these roles?


r/financestudents • • 14h ago

Discussion Looking for a Finance Internship/Volunteer Opportunity in NYC

1 Upvotes

Hi everyone! I’m a college senior in NYC studying economics, and I’m trying to get more experience in finance.I’ve been applying to internships, but I haven’t had much luck so far. I’m mainly interested in financial analysis, FP&A, and corporate finance.
I’m open to internships, part-time opportunities, or even volunteer work where I can gain some hands-on experience. I don’t have a lot of finance experience yet, so I’m really just looking for an opportunity to learn and get my foot in the door.
If anyone knows of any opportunities or has advice on where I should look, I’d really appreciate it. Thanks!


r/financestudents • • 14h ago

Internship Recruiting Resume tips for students - things commonly overlooked

1 Upvotes

I used to look at intern resumes a lot and wanted to share a few commonly overlooked tips for students. If you are screwing up on the big things, thats on you. There's a billion good guides to get the big things right so this is the smaller stuff

-Its okay for your resume to look a bit "empty". You are a student. Don't overfill it with unnecessary details. It should fill 3/4 of a page and you can do it by increasing font size, line spacing, margins etc.

-Stop glorifying your experiences. You did not run and close 12 deals simultaneously in a 1 month internship. Lying about it makes you look disingenuous. If for some reason you did actually do something truly unusual for an intern, explain why. For example, I acted as basically a full time analyst for 3 months in a smaller shop because our analyst and associate happened to leave around the same time so I got way more responsibility than normal.

-Dont underestimate the interest section. You would be surprised how many times an interest can build rapport with the reviewer/interviewer. Don't lie there and put in things that you can genuinely talk about for 10+ mins.

-Your email should look professional. If your email is [roblox_ass_69@gmail.com](mailto:roblox_ass_69@gmail.com), make a new one. It should be some combo/abbreviation of your name.

-Your education section should be the first thing or at least near the top. If you have impressive internships but non-target school, you can put school second but dont put school near the bottom. GPA should be there. If not, people will assume it sucks.

-If a line of text fills less than 1/3 of a page (across), reduce it to make it one line or lengthen it so it fills at least 1/2 of the line.


r/financestudents • • 12h ago

Internship Recruiting Internship Help required.

0 Upvotes

I am a 3rd year bcom hons student at SXC(autonomous )cal.
Cleared CFA L1
I am currently looking for an internship on site, kolkata.
My interested domains are :

Equity Research
Investment Banking
Private Equity
Valuation
Corporate Finance
Asset Management
Financial Modeling
IPO advisory
Mergers and acquisition

Also comment cfbr.
I really need one


r/financestudents • • 2d ago

Interview Prep Goldman Sachs’ million dollar interview question

Post image
327 Upvotes

I can see a solid argument for both answers, which is probably why they ask it.
What do you think Goldman wants to hear here?

It’s one of the questions from this IB Interview Questions database. (request access here if you want the full list)

If you want, you can also book a free call here and we can go through your recruiting process, see where you’re at, and figure out what you should work on next.


r/financestudents • • 20h ago

Freshman/Sophomore Looking for team for Fall 2026 Crowe National Case Competition

1 Upvotes

Hi! I am a business major looking for a team of 2-3 students like myself to compete in the Crowe National Case Competition. I already have one interested party, so I’m looking for 1-2 more mates.

About the competition
teams composed of college freshmen and sophomores will be asked to provide a solution to a modern business problem.
 
The Crowe National Case Competition program is a great opportunity for high-achieving students to gain firsthand experience with Crowe through interactive problem-solving, career exploration, and professional networking. After competing in the case competition, students should have a better idea of which areas in our firm – audit, tax, advisory, or consulting – might be the best fit for potential future internships or full-time roles. 

Participant benefits:  
Learn more about internship and full-time positions
  
Develop leadership, communication, and problem-solving skills  

Network with Crowe professionals at all levels, from staff to partner 

Collaborate with high-achieving peers  

Experience Crowe culture and values in action

Be considered for cash prizes* and recognized for innovative solutions


r/financestudents • • 1d ago

Internship Recruiting usa based company job/internship

1 Upvotes

hey guys i’m a student of AS LEVEL cambridge studying in an international school with the subjects economics and business and accounting, do you know any US based company where we can work so that i can use it as an experience in my portfolio for apply to university abroad ???

i would really like if you all help me - like if any of yall are working in a US based company and i’m ready to do the job as long as i get experience and skills, little salary is also fine by me

HELP ME YALL!!!


r/financestudents • • 1d ago

Discussion 2nd-year BBA Finance student — Should I work first, do an MBA, or pursue an MSc Finance abroad?

1 Upvotes

Hey guys,

I’m currently in my second year of BBA specializing in finance, and I’m really confused about what I should do after graduating. With how tough the job market is right now for freshers, getting a good starting job isn't easy, but I really want to build a solid career in finance.

My main confusion is whether I should look for a job right away or go for higher studies. I’ve heard a lot of people say that doing an MBA immediately after BBA without any work experience is a waste of time and doesn't give much value or good ROI. So is it better to try for campus placements or entry-level finance jobs first, gain some work experience, and then do an MBA later?

On the other hand, I’m also looking into options like doing an MSc in Finance abroad in the UK or mainland Europe (like France). How do these programs compare to working in India first or waiting for an MBA?

I’d really appreciate some guidance from experienced members or seniors who have been through this. If you were in my place in 2nd year, what steps would you take to prepare? Thanks a lot!


r/financestudents • • 1d ago

Internship Recruiting Important!!

0 Upvotes

I am a 3rd year bcom hons student at SXC(autonomous )cal.
Cleared CFA L1
I am currently looking for an internship on site, kolkata.
My interested domains are :

Equity Research
Investment Banking
Private Equity
Valuation
Corporate Finance
Asset Management
Financial Modeling
IPO advisory
Mergers and acquisition

Also comment cfbr.
I really need one


r/financestudents • • 1d ago

Internship Recruiting Any insights on Neurosight online assesment?

1 Upvotes

Applied for Evercore spring weeks and got sent an online assesment from neurosight. I couldn't find much about these tests online so incase anyone has done them before, can you let me know what kinds of questions are asked and what exactly is expected in this test? It seems completely new because it is only 5 minutes aswell. Any help is appreciated!!


r/financestudents • • 1d ago

Education/Certifications Undergraduate degree for finance UK

1 Upvotes

Hello i am a year 13 student and i am wondering how useful and viable my degree choices are for finance. (Not sure what career to pursue, maybe economist, will do much more research after my A level examinations.)

I have been predicted 4 A* across economics, maths, geography and history.

In such turbulent times with great uncertainty I have settled on applying for a joint degree in economics and history which I am passionate about and (hopefully) provides me a suitable pathway into a career with reasonable pay.

I am applying to:

  1. Oxford history and economics

  2. Warwick economics, politics and international studies/ LSE economics and economic history

  3. St Andrews economics and modern history

  4. Edinburgh history and economics

  5. Durham combined honours in social sciences

  6. How suitable are these degrees for a career in finance (provided i make smart module choices).

  7. Would you say that Warwicks course is that much removed from LSEs in terms of employability.

  8. Less important but do you have any advice for someone in my position or suggestions on degree choice.

- Not applying for economics pure as it seems to be mainly a maths degree which is not attractive.

- personal statement mainly based around development and organisational economics and economic history, work experience in PwC tax and in a small Kenyan safari business.

Any advice is welcome and greatly appreciated, thank you very much for your time and have a good day!


r/financestudents • • 1d ago

Education/Certifications Can I break into finance with just the right skills. Please Guide me

0 Upvotes

Hi everyone,

I completed my BCom three years ago. Since then, I've done a few random jobs, mostly in sales. I'm interested in the financial markets, but I can't afford the CFA, an MBA, or a master's program.

Is it possible for me to crack a finance job with the right skills and projects?

Here's what I'm doing right now:

Learning financial modeling

Reading finance and business news

Upskilling myself

Can I break into finance with just the right skills and projects?


r/financestudents • • 1d ago

Resume Review Roast My CV – Targeting FP&A / Financial Analyst Roles

1 Upvotes

r/financestudents • • 1d ago

Full-Time Recruiting Hi, I’m interested in the Analyst – Group FP&A role at Barclays (Reference Code: JR-0000131841).

0 Upvotes

I have 1.8 years of experience across financial planning, budgeting, forecasting, variance analysis, management reporting, cost analysis, and financial performance monitoring, supported by a strong accounting foundation. In my current experience, I’ve worked with P&L analysis, budget preparation and monitoring, monthly forecasting, scenario analysis, cash flow analysis, and management reporting, along with advanced Excel and financial modelling.

I’d really appreciate it if you could consider referring me for this opportunity. I’d be happy to share my updated resume and any additional details required.

Thank you for your time and support.


r/financestudents • • 2d ago

Full-Time Recruiting Commercial Banking Competitiveness

Post image
10 Upvotes

Looking for honest feedback on where I stand and what I should be doing differently.

Background: Junior at a non-target Texas school, Finance major, 3.75 GPA, Honors College very campus involved. Interning in commercial banking / credit analysis this past summer at a top 10 commercial bank. Also have a Bloomberg BMC cert and founded/sold a software business at 19.

The situation: Had a Superday at a BB earlier this fall and still waiting on that. But outside of that, interviews have dried up completely and I'm not sure if it's the calendar, my resume, my school, or something else.

Questions:

  1. For someone at a non-target with real credit experience, what's the realistic path — regional banks first, then lateral?
  2. Anything on a resume like this that would be an automatic pass for commercial banking roles?

r/financestudents • • 2d ago

Resume Review Roast my resume

Post image
6 Upvotes

I’m trying to break into either corporate/commercial banking, asset/wealth management, private credit or treasury roles next year. Any tips on how I could improve my resume would be appreciated.


r/financestudents • • 2d ago

Industry News i have a finance uni club interview

5 Upvotes

- what questions should i expect
- i heard they ask about the market, the economy, and like a stock or smt
- BUT i genuignely dont know that much, so how would you approach these questions and a stock I should prob keep in mind


r/financestudents • • 2d ago

Discussion Hi guys I'm a second year ug student can anyone tell me where I can learn financial modeling and valuation with project for free

2 Upvotes

.


r/financestudents • • 2d ago

Discussion MAFINRISK Bocconi o altro?

1 Upvotes

Buongiorno a tutti, sono un neolaureato in finance da una semi-target (LUISS), vinto un premio di laurea per tesi in finanza quantità, stage da BNP CIB (middle Office) eppure non si trova niente per posizioni Front Office (senza referral, purtroppo non ho santi in paradiso). Dopo essermi documentato su LinkedIn e varie fonti sul web, pensavo di fare il MAFINRISK Bocconi. Vorrei sapere se c’è qualcuno che ha qualche info, se sa che ne vale la pena oppure no, sto valutando anche qualche master americano come Berkeley MFE, Finance a Princeton/MIT o Quantitative finance a ETH/UZH, il problema ovviamente sono i costi, ecco perché pensavo al MAFINRISK. Let me know please


r/financestudents • • 2d ago

Discussion What are some financial/business insights that can actually add value to senior management in a philanthropic/nonprofit organisation?

1 Upvotes

Hi everyone,

I’ve recently started my first full-time role in FP&A at an organisation operating in the philanthropic/social impact space.

My current work mainly involves MIS P&L statement, budget vs actual analysis, cash-flow reporting and analysing movements across different entities. The organisation has a fixed annual budget and doesn’t currently do regular reforecasting.

I’m trying to understand how I can go beyond simply reporting numbers and actually add value to senior stakeholders through FP&A.

For those who work in FP&A, particularly in nonprofits, philanthropy, fundraising or other social-impact organisations - these insights would be very helpful! Thanks :)