Mr. Asset Management To Investment Banking

About Me:

I am currently an associate investment banker, working on Real Estate and TMT.

Previously I was at PIMCO as an account associate working with the Financial Institutions Group. I made the switch to investment banking in order to gain more quantitative skills and transactional experience.


Target School: Wharton

Considering: Kellogg SOM, Columbia

See More Profiles For: Wharton

Application Status: Open


Undergrad School: UC Berkeley

Undergrad Major: Economics

GPA: 3.5

GMAT: 760

Age: 26,  Ethnicity: White

Extracurriculars: LA Promise Fund, PIMCO Foundation, and founded Financial Literacy Volunteer Organization.

Work History:

Title: Account Associate

Industry: Banking & Finance

Company: Top Firm

Length of Employment: 2 yrs, 6 mos

Title: Associate Investment Banker

Industry: Banking & Finance

Company: Boutique Firm

Length of Employment: 1 yr, 6 mos

Big Life Wins:

– Launched a new valuation methodology for the firm’s valuation practice. Led to a 25% increase in revenues for the firm.
– Tapped to replace an outgoing VP as the lead on a $600m hotel development project in Hawaii.
– Created a volunteer organization dedicated to teaching financial literacy to high school students.

Post MBA Goal:

Launch a sustainable real estate fund.


Join in! Click here to assess the odds of Mr. Asset Management To Investment Banking

The Experts Rate The Odds At: 20%

See what the industry experts have to say:

  • mbaMission Odds Assessment: 20%

    Hi Mr. Asset Management To Investment Banking,
    I like the focus in your profile! This is Debbie Choy from mbaMission. I think there are a lot of strengths in your profile – from a strong career trajectory and focus, to your leadership within the community on the issue of financial literacy. As you pull your apps together, be sure to describe what motivates you to be passionate about starting a sustainable real estate fund? Why MBA? What specific skillset or knowledge are you seeking at Wharton that you are not learning on the job? As well, don’t hesitate to share your personal stories, for example, why are you passionate about financial literacy? If you can articulate this compellingly in your essays, that would be the key …

    3 years ago Read the full review

The Community Currently Rates The Odds At: 70%

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