r/WallstreetOasis

Interned at a large regional/national bank (think Truist, PNC, US Bank,) in the Asset Management Group, more specifically institutional asset management. A lot of seniors in the group have CFA's and highly recommend it. I got a return offer for August 2027.

I am slightly more interested in internally lateralizing over to the Corporate Banking or Capital Markets groups. It depends on how I like the full-time role though.

Since I have over a year until I start full time I was thinking about doing 1 or 2 levels of the CFA, but I wanted to ask if I do progress in the CFA or become a charterholder, does that hold any weight for CB or CM? Thanks!

Hello, I’m a current second year university student trying to break into Private Wealth Management . I’m currently so confused because there’s so many different routes to take, and I was wondering what your guys thoughts were on how to break in. I keep seeing some people say start at a Private Bank, some at a Multi Family Office, RIA, IBD etc etc, I’d love some insight.

If you were me, 18f first year currently at WLU for BBA, what exact steps would you take to break into high finance roles like IB either in Canada or the US?

Curious what your process was like ? And in which groups they take interns