For some, investment banking is the holy grail.  My client was a treasurer with a well-known but medium-sized bank.  However, he really wanted to do deals with a top shop.  How do you get an investment banking job in December? Impossible, most people say.

How do you turn a treasury specialist into an investment banker?  You create and execute on a plan:

  • Teach the client exactly what investment bankers do to validate his career goal
  • Convert his resume to sound more investment banking vs. treasury
  • Optimize his LinkedIn profile to walk and talk like an investment banker
  • Avoid job boards and access the hidden job market
  • Network like crazy with very targeted people
  • Spend a few good hours drilling him on how to handle interview questions

December? Investment Banking?

We closed that deal!


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