Are you a student trying to position yourself for an investment banking internship or applying to full-time analyst programs for after you graduate? Look to people who have been there, done that, and try to emulate them.
Here are a few impressive examples of young professionals who recently started as investment banking analysts and incoming students who have already sewn up a post-graduation full-time analyst position.
Saania Malik, Goldman Sachs
Route to a finance job: Saania Malik is a graduate of Boston University’s Questrom School of Business, where she was a member of the finance and investment club and played track and field and field hockey. She interned at Goldman during her senior year and was able to secure a full-time offer.
Interesting fact: Malik was a senior mentor to at-risk public high school students at College AppAssist Inc., ascended to president and she is now a member of the board of directors.
Jonathan Hla, J.P. Morgan
Route to a finance job: Jonathan Hla got a BBA in finance from the City University of New York’s Baruch College, where he was the CEO of the investment management group and portfolio manager of the $250k student-managed equity fund. He was a debt sourcing summer analyst at Bower Investment Management and an investment banking summer/fall analyst at Oberon Securities and H.C. Wainwright & Co. before landing a spot in the investment banking credit risk summer analyst program at J.P. Morgan, where he accepted a full-time offer.
Interesting fact: In high school, Hla worked as a laboratory research assistant at the University of Connecticut Health Center and volunteered at New York Common Pantry.
Vaibhav Agarwal, Morgan Stanley
Route to a finance job: Vaibhav Agarwal graduated from Georgetown University’s McDonough School of Business, where he was the chief investment officer of the student investment fund and a member of the accounting society and financial management association. He was an intern at Main Line Equity Partners, an analyst at Capstone, a project manager at Hilltop Consultants and an investment banking summer analyst in the mergers and acquisitions group at Morgan Stanley, where he accepted a full-time position.
Interesting fact: Agarwal studied abroad at the University of Oxford.
Oscar Bromberg, Bank of America Merrill Lynch
Route to a finance job: Oscar Bromberg is a senior at New York University’s Stern School of Business, where he is a member of the economics honor society and participates in the undergraduate Latin American Business Association, TAMID Group, real estate group, negotiations club and soccer. He was an investment banking intern at Sponsors for Educational Opportunity (SEO) and a summer analyst at Guggenheim Partners and BofA Merrill, where he accepted a full-time investment banking analyst position.
Interesting fact: Bromberg studied abroad in Shanghai and at Università Bocconi in Milan.
Kadish Hagley, Citi
Route to a finance job: Kadish Hagley got a Bachelor’s degree in philosophy at Colby College, where he was a member of the student programming board, student government association, admissions ambassadors, campus life and Students Organized for Black and Hispanic Unity. He interned at the Clifford Chance law firm, Moody’s Investors Service and Computershare before doing the investment banking summer analyst program at Citi, where he’s accepted a full-time position.
Interesting fact: Hagley's interests include constitutional law debates, musicals, experimental theater, playing the cello and guitar, broomball, travel and independent research.
Clarissa Cartledge, Barclays
Route to a finance job: A member of the alternative investments club and managing director/portfolio manager of the student-managed investment fund, Clarissa Cartledge majors in finance with a minor in economics at Fordham. She did an exchange program at the London School of Economics. She was a capital markets intern at Cushman & Wakefield and an investment banking summer analyst at Barclays, where she’s accepted a full-time offer for after her graduation next year.
Interesting fact: Cartledge is a Division I athlete in volleyball and track and field.
Federico Raffetti, Goldman Sachs
Route to a finance job: Federico Raffetti is a student at Fordham University’s Gabelli School of Business, where he’s a member of the alternative investment club, entrepreneurship society and investment banking society. He participated in Bank of America Merrill Lynch’s Elevate Diversity Forum and has already interned at JTC Group and AXA Advisors, and he’s just wrapping up a summer analyst program at Goldman.
Interesting fact: Raffetti is a native of Argentina and has worked as a tennis instructor.
Sara Calvert, J.P. Morgan
Route to a finance job: Sara Calvert studied economics at Harvard, where she participated in the Federal Reserve Challenge, volleyball and financial analysts club. She interned at 2929 Productions and Endgame Entertainment before pivoting to financial services, securing investment banking summer analyst positions at Raymond James and J.P. Morgan, eventually joining the financial institutions group (FIG) of the latter.
Interesting fact: Calvert was the head producer in the video department at Harvard Student Agencies, an on-campus student-run non-profit association.
Alex Streich, Bank of America Merrill Lynch
Route to a finance job: A senior participating in the finance club, investment club and student athletic advisory committee at Hamilton College, Alex Streich completed the Tuck Business Bridge Program at Dartmouth and interned at Sage Asset Management. He’s just wrapping up BofA Merrill’s investment banking summer analyst program.
Interesting fact: Streich is a varsity tennis player.
Karn Dalal, Citi
Route to a finance job: A senior at Rutgers, Karn Dalal is the co-head of investments at the student-managed fund and is a member of the investment banking club, ODE International Economics Honors Society and the Federal Reserve Challenge Team. He’s interned at WBB Securities and CIT, and he’s just wrapping up a summer analyst program in Citi's financial strategy and solutions group (FSG).
Interesting fact: In high school, Dalal was on the varsity debate team and served as the president of the Future Doctors of America Club.
Charles Liu, Goldman Sachs
Route to a finance job: Charles Liu graduated with honors in computer science and economics at Rutgers University, where he was the treasurer and an equity research analyst in the investment banking club, and was a visiting scholar at Peking University. He’s a co-founder and portfolio manager of a long/short global equity fund that attracted more than $200k in its first two years. He’s completed summer analyst programs at Deutsche Bank and Goldman and accepted a full-time position at the latter.
Interesting fact: Liu worked as a teacher and corporate development consultant at the AMIO International School in Qingdao, Shandong, China.
Orlando Kahan, Bank of America Merrill Lynch
Route to a finance job: Orlando Kahan is a senior at the University of Chicago, where he was admitted to the Dougan Scholars Certificate Program and the Trott Business Program. He also interned at the Institute for Economic Affairs and was a summer analyst at LGT Vestra, Alvine Capital and BofA Merrill, where he’s accepted a full-time position in the financial sponsors group where he works with the bank's private equity clients.
Interesting fact: Kahan worked as an intern for Florida Congresswoman Ileana Ros-Lehtinen, a member of the U.S. House of Representatives and former Chairwoman of the House Foreign Affairs Committee.
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