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What Type Of Person Thrives In The Investment Banking Industry, According To A Private Equity Associate At Apex Capital Growth Partners

Success in the private equity industry hinges on being "very hardworking, very aspirational, and very driven," possessing strong mathematical skills, and enjoying the transactional nature of the work. A genuine interest in finance and excellent "people skills" are also key, as the field is heavily relationship-oriented.

Hardworking, Aspirational, Driven, Intelligent, Good interpersonal skills

Advizer Information

Name

Job Title

Company

Undergrad

Grad Programs

Majors

Industries

Job Functions

Traits

Jerry Zhou

Private Equity Associate

Apex Capital Growth Partners

UCLA, 2012

UCLA Anderson School of Management, MBA Candidate

Economics

Finance (Banking, Fintech, Investing)

Finance

None Applicable

Video Highlights

1. Hard work and strong aspiration are essential for success in the industry.

2. Strong analytical skills (math abilities) and an interest in finance are advantageous.

3. Excellent interpersonal skills are crucial due to the transactional nature of the industry.

Transcript

How would you describe people who typically thrive in this industry?

The investment banking industry requires hardworking, aspirational, and driven individuals. Intelligence is also crucial.

Being good at math is a significant advantage. A general interest in finance is helpful, though you don't need to be passionate about it; simply not hating it is enough to get started.

It's also important to enjoy dealing with people. The industry is very transactional, so strong people skills are a big plus.

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