WSO: Q&A: Investment Counselor at BB

[image]( Hey {NAME}, IB recruiting season is right around the corner. Don't be too late to prep - make the most of the next couple months. [Check out WSO Academy](=) -Patrick TOP DISCUSSIONS 1) [VP Archetypes](=) - "This VP has earned the respect of MD’s, mostly due to going through particularly brutal associate years. Any work they sign off on is never questioned because of their “brand” of top-quality work. To qualified as “the man/woman” they need to be ‘for the boys’ (doing things in the best interest of the junior team, instead of catering to every whim of the senior team), meaning: avoiding weekend work whenever possible, working to align the first cut sent to MDs with the MDs actual expectations to minimize incremental page additions, and doing exactly what is needed and nothing more..." 2) [I DID IT](=) - "85 applications. 32 rejections. 9 interviews at 6 different companies. And I FINALLY got an offer for a summer internship at a MM firm..." 3) [Q&A - Investment Counselor at a Bulge Bracket Bank]( - "ICs are basically investment advisors. Our main role is to provide portfolio counselling to clients across the various financial instruments (market views, trade ideas, explanation of products) and prepare investment proposals. We execute the trades as well." CapLinked’s Data Room Hits Different [image](=) CapLinked has never been one to care much about the way things have been done. They’re not here to waste your time with superficial drinks meetings, and they’re not here to trap you into an overpriced data room contract. Instead, they’re doing what other data rooms won’t — giving you your time back. Their VDR is designed for you to spend as little time in it as possible with features like… - Cutting-edge activity tracking for personalized, hyper-efficient follow-ups - Advanced Q&A functionality that automates due diligence - Simple permissioning tools to expedite decision-makers access to key info And what's more? They’re rewarding those confident enough to reject the VDR status quo by hooking them up with luxury rewards of their choice — so you can channel your inner John Daley with a day on the links. All you have to do is open an Enterprise VDR by the end of the month. [Get started.](=) TOP DISCUSSIONS CONTINUED 4) [AI Will Wipe Out Most Human Influencers (IG / OF / TikTok / etc)]( - "It feels as though AI is going to be the story of our generation and something that will adversely impact us all especially considering that the pace of change in society is rapidly accelerating..." 5) [Bad Deal Flow? Here’s How to Keep Your Head in the Game](=) - "Deal flow might be down, but that doesn’t mean you’re out. Here's how to make the most of a slow season" 6) [How Acceptable is Parental Support?]() - "Nothing wrong with parental support. If a family has the financial resources and would like to support one another, why not? There was a time when I was being all holy and sitting on my high horse and thinking “I want my children to be completely self made, succeed in life based on 100% meritocracy, I strongly believe in the American dream of equal opportunity, etc”. I no longer think that way because I realized very quickly that that’s not how the real world works. In this ever so competitive world of ours, more so than ever parents are going out of their way to support their children (finances, connections to employers, etc)..." 7) [Your Brainy Buddy]( - "A ton of docs to sift through? AI tools are like having a brainy buddy who can read and analyze mountains of data in no time. Secure and user-friendly. Perfect for us finance folks. Trust me, it's a total game-changer." 8) [Firms that You have Beef with](=) - "Do you ever encounter a competitor firm that you just hate? Like everyone you meet there is a dick? For me it is Whitehorse Liquidity Partners." POLL OF THE WEEK [image]( NEW PODCAST COMING IN HOT E258: The Daily Peel | Chengpeng Zhao's Binance Scandal - - Listen on [Apple Podcasts]( | [Spotify](=) E259: The Daily Peel | To The Moon - - Listen on [Apple Podcasts](=) | [Spotify]( E260: The Daily Peel | Black Friday Football Madness - - Listen on [Apple Podcasts]() | [Spotify](=) WSO ALPHA - LATEST UPDATES We just uploaded the [October brokerage report](=) for those of you curious how we did. HOT JOBS [Research Associate (Equity Small Mid Cap) - New York, NY]() - "This position will support the Small/Mid-Cap Equity research team and be initially be responsible for covering multiple sectors in support of current team members. Coverage will evolve depending upon interest and team needs." [PE Associate - Reston, VA](=) - "The Firm is a growing middle-market private equity fund that currently manages over $700mn of committed capital across several fund vehicles. They focus on investments in high-quality, founder-owned companies where they take either control or minority stakes to support acquisitions, inactive shareholder liquidity, or various growth capital needs. They concentrate on B2B service companies, particularly those with strong tech enablement and diverse, recurring revenue streams." [Senior Business Development Executive - Dallas, TX]() - "This is a fantastic and rare opportunity for anyone looking for a Mid/Senior-level business development role within the Asset Management industry, with excellent potential for progression. You will be joining our Dallas office, working closely with the London and New York team. You will be responsible for identifying new opportunities, developing relationships with fund managers, and promoting the Firm. They offer a very competitive commission structure and candidates will have the opportunity to directly contribute to the Firm's growth." [Research Analyst (Value) - New York, NY]( - "The Firm's Value Group is a team of highly collaborative investment professionals who possess high levels of personal initiative. Frequent communication and interaction among analysts and portfolio managers across different strategies is strongly encouraged and welcomed. This Analyst position will be responsible for covering the Asia & Australia/NZ industrials sector with an emphasis on 1) transportation infrastructure and 2) clean/green energy & decarbonization equipment manufacturers and/or service providers. The Analyst’s coverage will be most closely aligned with our Global Infrastructure and Carbon Solutions strategies." [Research Associate (Large Cap Growth Equity)](=) - "The Firm is a global investment management firm with over $180bn in AUM spanning across a range of various equity and fixed-income investment strategies. This position will support the Large Cap Growth Equity research team and will be responsible for coverage of growth-oriented consumer, internet, and media companies." [Wall Street Oasis Finance Research Analyst Internship]( (Remote) - "We're looking for several interns to commit to 15hrs/week over 12 weeks (175 hours total). Perks include courses, WSO bootcamp, LinkedIn recommendations and more..." [Browse all jobs on The Talent Oasis]( @WALLSTREETOASIS TOP POST [image]( ON DECK - TRAINING All in Eastern Standard Time - Dec 2-3, 10am - 6pm - [Financial Modeling & Valuation Bootcamp]()** (Open Now) - Dec 9, 10am - 6pm - [Private Equity Interview Bootcamp](=)* (Open Now) - Dec 16, 10am - 2pm - [Venture Capital Bootcamp](=) (Open Now) - Dec 16, 10am - 2pm - [Investment Banking Interview Bootcamp](=)*** (Open Now) - Jan 6, 10am - 2pm - [Excel Master Bootcamp](**** (Open Now) - Jan 20-21, 10am - 6pm - [Financial Modeling & Valuation Bootcamp]()** (Open Now) - Jan 27, 10am - 2pm - [Investment Banking Interview Bootcamp](*** (Open Now) - Feb 3, 10am - 6pm - [Private Equity Interview Bootcamp](=)* (Open Now) - Feb 10-11, 10am - 6pm - [Financial Modeling & Valuation Bootcamp](=)** (Open Now) - Feb 24, 10am - 2pm - [Investment Banking Interview Bootcamp](*** (Open Now) Stay Strong, Patrick Curtis CEO and Founder, [WallStreetOasis.com]() WSO Mobile App: [iOS]() | [Android]( PS - We're also always looking to add [resume reviewers]( and [WSO Mentors]( to our team. Set your own pay (from $40/hr to up to $400/hr) to increase or decrease mentee flow. To submit an application, go [here](). PPS - Think you have an interesting story? Want to share it with our podcast listeners? Hit reply and let me know! * Private Equity Interview Bootcamp includes lifetime access to the [Private Equity Interview Course]() ** Financial Modeling & Valuation Bootcamp includes lifetime access to the [Elite Modeling Package]( *** Investment Banking Interview Bootcamp includes lifetime access to the [IB Interview Course](=) [Facebook]( [Twitter]( [LinkedIn]( [YouTube]( [Instagram]( [image]() Don't want the WSO Weekly Wrap Up? [UNSUBSCRIBE HERE]() [Unsubscribe]( from ALL WSO Emails IB Oasis Corp. (aka "Wall Street Oasis") 20705 Saint Charles St Saratoga, California 95070 United States