College Experiences That Helped An Investment Banking Associate At A Middle Market Investment Bank Succeed
Jonathan, a Middle Market Investment Banking Associate, emphasizes a "competitive mindset" and "fire" as crucial for success, noting that strong grades are helpful but not essential; alternative achievements demonstrating hard work and engagement can also pave the path into the industry, even after a non-traditional route.
Competitive Mindset, Motivation, Hard Work, Overcoming Challenges, Career Development
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. Maintain a competitive mindset: Jonathan emphasizes the importance of a competitive spirit, which he honed through his involvement in track. This mindset translates well to the demanding environment of investment banking.
2. Strong work ethic is key: While good grades are helpful, Jonathan highlights that a strong work ethic and the ability to channel one's passion into hard work are more crucial for success in the field. This is particularly relevant for those who may not have perfect academic records.
3. Find something that sets you apart: Jonathan advises that even if you don't immediately enter investment banking after graduation, engaging in activities that showcase your dedication and hard work can help you stand out and break into the industry later on. This could be anything that motivates you and demonstrates your capabilities
Transcript
What did you do in your undergrad that set you up for success in your career?
I didn't have amazing grades in undergrad. I was a sprinter on the track team, and competition always motivated me growing up. I love competition.
I'm not an overly competitive person, but I find organized competition really fun. I wanted to continue that in college. I think having that mindset and being able to apply it to something is important in banking.
If you want to be an analyst, you'll need good grades. If you don't have great grades, you'll probably need an MBA. But if you have that competitive mindset or some sort of drive that you can funnel into this job and work hard, that will serve you well.
This will be true whether you break into the industry as an analyst or later on. If you graduate undergrad and don't get into investment banking, you might do something else. In the three to five years before business school, doing things that set you apart in other ways can be beneficial.
It could be anything that motivates you and shows you're a hard worker or an engaged individual. That will help you break into the industry.