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Career Path Of An Investment Banking Associate At A Middle Market Investment Bank

Jonathan's career path began with an economics and finance undergraduate degree, followed by a Master of Finance, unexpectedly leading to four years in consulting before pursuing an MBA at UCLA. The decision to transition into investment banking stemmed from a desire for "a fast-paced environment…where there's a lot of opportunity," aligning with their career aspirations.

Investment Banking, Master of Finance (MFin), Consulting, Career Progression, MBA

Advizer Information

Name

Job Title

Company

Undergrad

Grad Programs

Majors

Industries

Job Functions

Traits

Jonathan Freeman

Investment Banking Associate

Middle Market Investment Bank

CWRU

UCSD Master of Finance, UCLA FTMBA

Economics

Finance (Banking, Fintech, Investing)

Finance

Student Athlete

Video Highlights

1. Jonathan pursued a Master of Finance after majoring in Economics and Finance, demonstrating a commitment to specialized financial knowledge.

2. His four years in consulting provided valuable experience before transitioning to investment banking.

3. He chose a career path offering a fast-paced environment with ample opportunities, highlighting the importance of aligning one's career with personal preferences.

Transcript

Could you walk me through your career path, starting with your experiences in college? Please include any internships or jobs you had before your current role.

Yes, for sure. I studied economics and finance in college, majoring in economics. I knew I wanted to get closer to the real business side of things.

So, I pursued a master of finance at UC San Diego. I never really thought I was going to get an MBA; that was never something I expected to want to do.

But, I worked for four years in consulting and just wanted to progress my career forward. That's what led me to go after an MBA and go into UCLA. I knew I either wanted to do consulting or investment banking.

I like being in a fast-paced environment where there's a lot of opportunity. I felt those two careers matched me in that sense.

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