Finance Resources to Land an Offer
Finance Industry Pathways
Career Advancement's finance sub-sector overviews cover the key pathways (e.g., investment banking, quant) with details on roles, recruiting timelines, and interview preparation resources.
Wall Street Prep (WSP)
Sign up here with your @uchicago email to access UChicago's WSP online learning library to access a wide range of finance and business trainings!
Business Bulletin Newsletter
Sign up for the Business Bulletin newsletter for regular updates on upcoming events, job openings, and more!
Market Research Tools
As a UChicago student, you are able to leverage Pitchbook to build your network and help you secure amazing opportunities, especially for your first and second year summers. It can help you research firms, identify contacts, and understand the industry landscape. We are grateful to Morningstar and Joe (AB'78, MBA'80) and Rika (AB'91, University Trustee) Mansueto for this amazing resource!
Additional resources available to you include:
Free access to the online editions of leading publications such as WSJ and NYT
Bloomberg Terminals located inside of Ida Noyes Hall (book an appointment to use one anytime from Handshake)
Finance Peer Advisers
Sign up here to meet with a Finance Peer Adviser to discuss recruiting and conduct behavioral and technical mock interviews!
Name and Firm
Firms/Roles They Interviewed For
Areas for Advising
Aahaan Bandopadhyay (Qatalyst TMT)
Qatalyst, Liontree, Morgan Stanley, Centerview
Technology
Adi Gupta (PJT RX)
PJT, Dodge & Cox, Citadel, Evercore, Lazard, Guggenheim
RX, Long/Short and Long Only Hedge Fund
Aetant Prakash (Goldman Sachs FIG)
Goldman Sachs, Morgan Stanley, JP Morgan, Wells Fargo, Evercore, Lazard, BofA, RBC, Lincoln International, Bridgewater
Generalist, Consumer Retail, Energy, Infrastructure, FIG, Industrials
Armaan Gil (Morgan Stanley FIG)
Morgan Stanley, Societe Generale, Goldman Sachs
FIG, Fintech
Christopher Jun (Bank of America Generalist)
Bank of America, Jefferies, Wells Fargo, Houlihan Lokey
Generalist
Christopher Simington (Morgan Stanley Generalist)
Morgan Stanley, Citadel, Moelis, Jane Street, Oakhill, Houlihan Lokey, KKR, Blackstone, Ares
Generalist, Private Credit, TMT, Hedge Funds
Emilian Pitts (Moelis Generalist)
Moelis, Ducera, Guggenheim, Bank of America, Summit Partners
Generalist, RX
Heath Winter (Deutsche Generalist)
Deutsche, Houlihan Lokey, Guggenheim, Ducera, FT Partners
FIG, Private Capital Advisory, FinTech Advisory, Generalist
Imran Siddiqui (Goldman Sachs FIG)
Goldman Sachs, Morgan Stanley
Generalist, FIG, Fintech, Tech
Jerry Qin (JP Morgan Healthcare)
JP Morgan, Battery Ventures, Leerink Partners
Healthcare, Generalist
Lauren Kim (Parella Healthcare)
Perella Weinberg, Centerview, Ducera, Houlihan Lokey, Greenhill, Jefferies, Citi, PJT, Evercore, Solomon Partners, Moelis, Goldman Sachs
Healthcare, RX
Lily Liu (Morgan Stanley Generalist)
Morgan Stanley, Lazard, Barclays, M. Klein
Generalist, Healthcare
Luke Haenisch (Ares Direct Lending)
Ares, Morgan Stanley, Qatalyst, JP Morgan, Wells Fargo, Citi, Moelis, Houlihan Lokey, Evercore
Generalist, Direct Lending, TMT, RX
Neil Chaudhri (Deutsche Fixed Income and Commodities Trading)
Evercore, Goldman Sachs, Deutsche, Societe Generale, TD Securities
S&T, Shareholder Defense / Activism, Fixed Income Commodities, Generalist, Digital Infrastructure
Nicolas Tchkotoua (Morgan Stanley Generalist)
Morgan Stanley
Generalist, VC
Sebastien Ludwig (FT Partners Generalist)
FT Partners, Barclays, Evercore, Guggenheim, Bridgewater
Generalist
Sid Suneja (Centerview Generalist)
Centerview, Bridgewater, Lazard, Evercore, Houlihan Lokey, Citi, Spectrum Equity, Commonfund, D.E. Shaw
Generalist, RX
Sneha Sharma (Wolfe Research Equity Research)
Bank of America, Raymond Jones, Barclays, Guggenheim, Houlihan Lokey, Solomon Partners, Mesirow, Spectrum Equity, General Atlantic, Wolfe Research
Equity Research, Industrials, Growth Equity
Sophie Yang (Goldman Sachs FIG)
Goldman Sachs, Insight Partners, Houlihan Lokey
Generalist, TMT
Yero Diamanka (Goldman Sachs Public Sector and Infrastructure)
Goldman Sachs, Morgan Stanley, Balyasny Asset Management
Public Sector and Infrastructure, Asset Management, Media and Communications
Yuki Horiko (Rothschild Generalist)
Point72, Bank of America, William Blair, PJT
Generalist, Equity Capital Markets
Name and Firm
Firms/Roles They Interviewed For
Areas for Advising
Abigail Melkamu (Morgan Stanley Fixed Income S&T)
Goldman Sachs, Bank of America, Morgan Stanley, UBS, Lincoln International
S&T, Secondaries PCA
Benjamin Levi (Goldman Sachs Quantitative Investing Strategies)
Goldman Sachs (QIS, XIG, Private Credit, IBD), JPMorgan Quant Trading & Research, Bridgewater, D. E. Shaw, Ares, SIG, MKlein
Quantitative Finance, Sales & Trading, Asset Management, Private Credit, Private Equity, Generalist
Mike Dirksen (Dodge & Cox Quantitative Research & Portfolio Strategy)
Dodge & Cox, Goldman Sachs, Morgan Stanley, Barclays, Point72, Parella Weinberg, Solomon, Blackstone, Capital One, Bank of America, Jefferies, Fifth Third Bank, Stifel, KKR, Charlesbank, Silversmith, SIG, Citadel, Optiver, Jane Street, and D.E. Shaw
S&T, Quant, Asset Management, Wealth Management, PE, Generalist
Neil Chaudhri (Deutsche Fixed Income and Commodities Trading)
Evercore, Goldman Sachs, Deutsche, Societe Generale, TD Securities
S&T, Shareholder Defense / Activism, Fixed Income Commodities, Generalist, Digital Infrastructure
Name and Firm
Firms/Roles They Interviewed For
Areas for Advising
Benjamin Levi (Goldman Sachs Quantitative Investing Strategies)
Goldman Sachs (QIS, XIG, Private Credit, IBD), JPMorgan Quant Trading & Research, Bridgewater, D. E. Shaw, Ares, SIG, MKlein
Quantitative Finance, Sales & Trading, Asset Management, Private Credit, Private Equity, Generalist
Mike Dirksen (Dodge & Cox Quantitative Research & Portfolio Strategy)
Dodge & Cox, Goldman Sachs, Morgan Stanley, Barclays, Point72, Parella Weinberg, Solomon, Blackstone, Capital One, Bank of America, Jefferies, Fifth Third Bank, Stifel, KKR, Charlesbank, Silversmith, SIG, Citadel, Optiver, Jane Street, and D.E. Shaw
S&T, Quant, Asset Management, Wealth Management, PE, Generalist
Neal Pannala (Jane Street Quantitative Trading)
Jane Street, SIG, DRW, BridgeWater, SCALP
Quant Finance
Name and Firm
Firms/Roles They Interviewed For
Areas for Advising
Abigail Melkamu (Morgan Stanley Fixed Income S&T)
Goldman Sachs, Bank of America, Morgan Stanley, UBS, Lincoln International
S&T, Secondaries PCA
Benjamin Levi (Goldman Sachs Quantitative Investing Strategies)
Goldman Sachs (QIS, XIG, Private Credit, IBD), JPMorgan Quant Trading & Research, Bridgewater, D. E. Shaw, Ares, SIG, MKlein
Quantitative Finance, Sales & Trading, Asset Management, Private Credit, Private Equity, Generalist
Christopher Simington (Morgan Stanley Generalist)
Morgan Stanley, Citadel, Moelis, Jane Street, Oakhill, Houlihan Lokey, KKR, Blackstone, Ares
Generalist, Private Credit, TMT, Hedge Funds
Ethan Kucera (Battery Ventures VC)
Battery Ventures, Morgan Stanley, Citi, Bank of America, Guggenheim, Goldman Sachs, Solomon Partners, CC Industries
Venture Capital, Real Estate, PE
Luke Haenisch (Ares Direct Lending)
Ares, Morgan Stanley, Qatalyst, JP Morgan, Wells Fargo, Citi, Moelis, Houlihan Lokey , Evercore
Generalist, Direct Lending, TMT, RX
Mike Dirksen (Dodge & Cox Quantitative Research & Portfolio Strategy)
Dodge & Cox, Goldman Sachs, Morgan Stanley, Barclays, Point72, Parella Weinberg, Solomon, Blackstone, Capital One, Bank of America, Jefferies, Fifth Third Bank, Stifel, KKR, Charlesbank, Silversmith, SIG, Citadel, Optiver, Jane Street, and D.E. Shaw
S&T, Quant, Asset Management, Wealth Management, PE, Generalist
Rohan Kapoor (Ruane Cunniff Hedge Fund)
Ruane Cunniff, Centerview, GTCR, Temasek, Dodge & Cox, Capital Group
Hedge Funds, Mutual Funds, Public Equities, Private Equity. Asset Management, Buy-Side
Sanil Saxena (KKR Real Estate)
KKR, Blackston, Goldman Sachs
Real Estate, Asset Management, Wealth Management, PE
Tyler Jang (Charlesbank Private Equity)
Charlesbank, K1 Investment Partners
PE, Private Credit
Name and Firm
Firms/Roles They Interviewed For
Areas for Advising
Aadi Khasgiwala (Citadel L/S Fundamental Equitites)
Citadel, Farallon, Point72, Weiss Asset Management, Dodge & Cox, Verso, 424 Capital
Hedge Funds, Public Equities, Tech Banking
Adi Gupta (PJT RX)
PJT, Dodge & Cox, Citadel, Evercore, Lazard, Guggenheim
RX, Long/Short and Long Only Hedge Fund
Benjamin Levi (Goldman Sachs Quantitative Investing Strategies)
Goldman Sachs (QIS, XIG, Private Credit, IBD), JPMorgan Quant Trading & Research, Bridgewater, D. E. Shaw, Ares, SIG, MKlein
Quantitative Finance, Sales & Trading, Asset Management, Private Credit, Private Equity, Generalist
Christopher Simington (Morgan Stanley Generalist)
Morgan Stanley, Citadel, Moelis, Jane Street, Oakhill, Houlihan Lokey, KKR, Blackstone, Ares
Generalist, Private Credit, TMT, Hedge Funds
Mike Dirksen (Dodge & Cox Quantitative Research & Portfolio Strategy)
Dodge & Cox, Goldman Sachs, Morgan Stanley, Barclays, Point72, Parella Weinberg, Solomon, Blackstone, Capital One, Bank of America, Jefferies, Fifth Third Bank, Stifel, KKR, Charlesbank, Silversmith, SIG, Citadel, Optiver, Jane Street, and D.E. Shaw
S&T, Quant, Asset Management, Wealth Management, PE, Generalist
Rohan Kapoor (Ruane Cunniff Hedge Fund)
Ruane Cunniff, Centerview, GTCR, Temasek, Dodge & Cox, Capital Group
Hedge Funds, Mutual Funds, Public Equities, Private Equity. Asset Management, Buy-Side
Sanil Saxena (KKR Real Estate)
KKR, Blackston, Goldman Sachs
Real Estate, Asset Management, Wealth Management, PE
Tyler Jang (Charlesbank Private Equity)
Charlesbank, K1 Investment Partners
PE, Private Credit
Name and Firm
Firms/Roles They Interviewed For
Areas for Advising
Ethan Kucera (Battery Ventures VC)
Battery Ventures, Morgan Stanley, Citi, Bank of America, Guggenheim, Goldman Sachs, Solomon Partners, CC Industries
Venture Capital, Real Estate, PE
Sanil Saxena (KKR Real Estate)
KKR, Blackston, Goldman Sachs
Real Estate, Asset Management, Wealth Management, PE
Alumni in the Industry
Network with alumni in financial services by connecting with them on LinkedIn!
Jake Horowitz | M&A IB
Graham Lodge | Leveraged Finance
Nathan Ohana | Healthcare IB
Ben Vacher | Equity Capital Markets
Scott Wang | Capital Solutions
Preston Thiele | Trading
Aaron Bloch | Sales
Eric Kim | Trading
Charlie Carvajal | Development
Teresa De La Vega | Private Equity
Avi Rao | Venture Capital
Benjamin Shpetner | Private Credit
Kevin Sahl | Private Credit
Adam Keller | Public Investing
Marcelo Alanis | Asset and Wealth Management