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Mr. Investment Associate

About Me:

Grew up in South Asia, went to one of the top business schools for undergrad locally. Moved to US after graduation, worked in one of the Top 3 US banks for 4+ years, starting from Back Office and working my way up to IB within 3 years. Moved to another IB for a year before taking next leap into an Investment role in a Middle Market PE.


Undergrad School: Institute of Business Administration

Undergrad Major: Finance

GPA: 3.67

GMAT: 700

Age: 30,  Ethnicity: Asian or Indian

Other Degree/Certification: CFA

Extracurriculars: Mentoring high school kids for admission into 4 year colleges, recruiting volunteers, Consulting for non-profit focused on connecting students with business professionals

Work History:

Title: Investment Associate

Industry: Banking & Finance

Company: Boutique Firm

Length of Employment: , 10 mos

Title: Banking Analyst

Industry: Banking & Finance

Company: Fortune 500

Length of Employment: 2 yrs, 3 mos

Big Life Wins:

Got into IB program from back-office with no US education. Passed all 3 CFA levels on the first attempt.

Post MBA Goal:

Advance in my investment career and potentially pivot towards impact investing.


Target School: Wharton

Status: Open

Considering: Harvard, Chicago Booth


The Experts Rate The Odds At: 20%

  • John A. Byrne, P&Q Founder & Editor-In-Chief | Odds Assessment: 20%

    Your work history demonstrates that you are clearly a hard-working go-getter. To have gotten into a top three U.S. bank in the back office and worked your way up into i-banking within three years is super impressive. Likewise, your move into the highly selective private equity field from there. Wharton is going to be tough because the school loves high GMATs and you are 30 points below the school’s median while also being in a highly competitive part of the applicant pool as both a male, an Indian, and a person in finance. You have to remember that you will be competing against people who went to Ivy League and near Ivy schools with GMAT scores well above yours. And some of them work in …

    1 month ago Read the full review

The Community Currently Rates The Odds At: 25%

  • 25% | 1 month ago

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