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How Identity Influenced An Investment Banking Associate's Career At A Middle Market Investment Bank

Jonathan's career path reflects a self-assessment of "what kind of individual" he is and "what is important," leading to a dynamic career choice in investment banking. The high-paced environment provides the "exposure" and "stories" that motivate Jonathan, exceeding the experiences of the four years preceding this role.

Career Development, Motivation, Self-Identity, Investment Banking, Career Exploration

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's career path demonstrates the importance of self-reflection in career choices. Understanding one's identity and aspirations is crucial for navigating a career.

2. The high-paced, challenging nature of investment banking provides rapid skill development and exposure to various projects. Jonathan highlights significant learning and experience gained within a short timeframe.

3. Jonathan's motivation is driven by a desire for continuous learning and growth, rather than solely financial gain. This highlights the importance of finding a career that is personally fulfilling.

Transcript

In terms of identity, how has that impacted how you've navigated your career?

Everyone has to ask themselves: who are they, separate from how others perceive them? We all have our own physical identity, but the more important question is how you see yourself.

What kind of individual do you identify as, apart from your gender, ethnicity, or other defining characteristics? What kind of person do you want to be? This is arguably the most crucial question, as it will shape your direction in life and your career.

This sense of self evolves over time. For me, a drive to avoid stagnation and embrace competition has been a significant factor in my career choices.

Banking, for instance, has been appealing because of the constant learning and exposure it offers. I have more stories about projects I've worked on in eleven months of investment banking than in my previous four years.

When you consider these points, and ask yourself what kind of individual you are, what you value, and what you want to achieve, I believe that's what will guide you in your career.

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