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Advanced Tools & Expert Coaching to Help Launch Your Career in Finance
Your college education is only one part of the puzzle. Get all the career services you need to land a top role on Wall Street, with flexible payment plans to pay off your tuition with the income you earn from your role.
Work Smarter,
Not Harder
Our industry-best bootcamp combines elite 1-on-1 coaching with powerful AI tools to streamline networking and job applications, giving you more time to balance your commitments on campus with the finance recruiting process.
Expert-Led Classes
Learn directly from senior industry practitioners
1:1 Mentorship
Work with your personal mentor to achieve your goals
Automated networking
Powerful AI tools find contacts, schedule calls, and earn referrals on your behalf
Job Search Support
We help you land your dream job faster
Most Popular Career Tracks
Investment Banking
& Private Equity 🔥
Drive transformational deals in mergers & capital raises for private & public companies
Average
1st Year Earnings
>$160,000
Quality of Exit
Opportunities
A+ Scope, A+ Prestige
Role
Competitiveness
Extremely Competitive (10.0 / 10.0)
LIMIT
150 students per class year
2 from each school
Curriculum
Length
60-80 hours
Sales & Trading
& Quantitative Finance
Execute buy & sell orders for securities, and develop models to inform trading strategies
Average
1st Year Earnings
>$150,000
Quality of Exit
Opportunities
B Scope, A+ Prestige
Role
Competitiveness
Very Competitive (9.0 / 10.0)
Curriculum
Length
50-70 hours
Corporate Banking
& Corporate Finance
Manage companies’ financial planning and capital structure
Average
1st Year Earnings
>$120,000
Quality of Exit
Opportunities
A Scope, B Prestige
Role
Competitiveness
Very Competitive (9.0 / 10.0)
Curriculum
Length
40-60 hours
Asset Management &
Wealth Management
Manage funds and investment strategies for corporations and wealthy individuals
Average
1st Year Earnings
>$80,000
Quality of Exit
Opportunities
B Scope, B Prestige
Role
Competitiveness
Competitive (7.5 / 10.0)
Curriculum
Length
30-50 hours
Equity Research & Credit
Research
Evaluate the risk/return profile of equity and debt securities
Average
1st Year Earnings
>$90,000
Quality of Exit
Opportunities
B Scope, B+ Prestige
Role
Competitiveness
Competitive (7.5 / 10.0)
Curriculum
Length
30-50 hours
New
Management
Consulting
Advise organizations on improving performance, efficiency, and operations.
Our students are tasked with preparing for the recruiting process &
executing recruiting objectives simultaneously. Mentors will be scheduling
calls all along the way to ensure meaningful progress towards your goals.
1
Say hello
Meet your assigned mentors and create a personalized gameplan based on when you join the program, your career goals, and the best opportunities available to you.
2
Understand recruiting
Gain a comprehensive understanding of the undergraduate recruiting process to work smart & stand out from peers.
3
Build credibility
We’ll help you land steppingstone experiences quickly to fortify your credibility. Resume & online presence are evaluated with the same AI screeners used by top 40 banks.
4
Learn & practice
Learn how to answer all behavioral questions, industry questions, and technical questions needed to succeed. Practice execution with dozens of hours of live interviews.
5
Get referrals
Our proprietary software will find contacts and complete outreach on your behalf to network with professionals and get referrals throughout the curriculum.
6
Apply for roles
Once your application materials are finalized, we will also begin submitting job applications on your behalf to relevant roles.
7
Prep for Interviews
Learn how to answer all behavioral questions, industry questions, and technical questions needed to succeed. Practice execution with dozens of hours of live interviews.
8
Build your career
Our proprietary software will find contacts and complete outreach on your behalf to network with professionals and get referrals throughout the curriculum.
We know undergraduate recruiting better than anyone — and we deliver exceptional results for our students.
You’ll know exactly what to work on each week & pace yourself through the recruiting process, from landing stepping-stone internships, to networking with bankers, or studying for interviews.
Personalized Coaching
Unlimited Mentorship
One-size doesn’t fit all when it comes to Investment Banking recruiting, and we supplement our group programming with unlimited mentorship. Our mentors have gone through the recruiting process themselves, learned the best strategies for getting the most offers and are here to pass down their knowledge to you. They’ll be available whenever you need them. From 1:1 advice calls, to mock interviews, to feedback on application materials, when we say unlimited mentorship, we mean it!
Personalized Coaching
Student Weekly Commitment
Students will be assigned weekly self-study objectives, recruiting assignments, & learning assessments that are managed primarily through the TBO Training Platform.
In addition, students are invited to spend more time with the TBO Training Platform, LinkedIn Premium, and other premium resources we will provide to them at the beginning of the program to supplement their mandatory training.
AI Tools that Automate Recruiting
Spend Time Where it Matters Most
We leverage proprietary tools that we’ve invested hundreds of thousands of dollars into to develop to help you streamline the most mundane parts of the recruiting process. By freeing up your time to maintain your grades, student club commitments, and spend time with your mentor perfecting your interview prep, you gain an immense time advantage of your competition.
AI Tools that Automate Recruiting
Give them Exactly What They’re Screening For
Tired of getting ghosted on your job applications?
With hundreds of thousands of applications for top roles on Wall Street each year, banks have deployed powerful AI tools such as HireVue and Resume Screeners to filter out the majority of candidates and make the application pile more manageable.
We employ our own AI tools to make sure that students are coming out on top of these filtering processes, ensuring your application materials have the exact keywords, storylines, and tone that screeners are looking for today.
Community
Join a Powerful Community
You’ll learn alongside an ambitious class of sophomores from schools around the country, as well as a diverse community of mentors and alumni.
Career Development
Cover Every Step On Your Journey to Wall Street
Your success is our success. We have created a first-of-its-kind program to cover every step of the investment banking journey.
And the program doesn’t end after the Sophomore Spark — once you’re a part of TBO, you’re a member for life. You’ll get personalized career support through your junior year internship & even after you hit the desk as an analyst. Plus, tap into the network from your class & previous TBO classes at critical points throughout your career.
See What Kind of Banker You’d Be by Taking our TBO Banker Quiz!
You’re so early in your college journey, and already have to
make so many important career decisions! So we designed
this free quiz to help you understand what career paths in
finance could be the most suitable for you.
Just be yourself and answer each question honestly over the
next several minutes. Then, let our proprietary research on
personality types & career progression work its magic.
Fill out the form to receive your valuable report by email. Please mark us “not spam” so you
don’t
miss
the report.
Check your email
We sent the report to your email. Make sure you check your spam folder in case it doesn’t hit
your inbox, and please mark us as “not spam”!
Hear From Our Students
Carlos Zaldivar
Arsh Shah
Dafe Uvieghara
David Gibbons
Jaime Matos
Herman Wan
Isabel Paine
Joshua Park
Jun-Hong Chen
Keith MacMahon
Luke LeLay
Noa Kimura
Sarah Cheah
Shreya Mohandas
Sophia Green
Sophie Krum
Tiffany Chen
Mustafa Mir
Jabir Rahman
Michael Zhang
Mariana Pavan
Biying Wang
Julian DeCollibus
Sridhar Murthy
Devin Lin
Yahir Sarabia
Terence Mwindaare
Henry Lim
David Arias
Carlos Zaldivar
From SMU to Credit Suisse LevFin
The Banking Offer has proven to be an amazing resource and I am so proud to be a part of it. One of the biggest challenges that came out of the COVID-19 pandemic was that it became much more difficult to network with professionals and peers. However, TBO pushed through that barrier and it allowed me to build connections with professionals working all over the financial services industry.
The guest speaker events were very insightful and gave me a better picture of all the different career paths banking opens up for you. It’s been an amazing experience and I’m definitely going to take what I learned from TBO and apply it to how I structure the future of my career.
Arsh Shah
From NYU to Guggenheim Partners
As a Freshman, the recruiting process seemed like it would be very difficult for me when I’d become a Sophomore. I didn’t really understand all the things that go into it, such as the organization, the networking calls, and the emails you need to send out to bankers. There are so many different components you need to take into account to even have a chance at getting a first-round interview at a bank.
But TBO helped me completely demystify the process. Their mentors tell you the best ways to send out a networking email and what to say during your coffee chats with bankers. Having that support team constantly is a big part of why I ended up going into the interview process with a positive mindset and really delivering on what I expected myself to deliver.
Whenever I had questions, I’d always ping the chat I shared with my mentors and the team would always be there to help me out. They’d help with anything from reading over an email that I was about to send to a banker or how to properly approach a networking call with an MD.
Dafe Uvieghara
From Boston College to Evercore
The cost of university only increases year over year. And that was a huge factor in my decision to pursue a career in investment banking. Starting your career in IB is one of the best things you can do. It’s fairly lucrative for a 22-year-old coming right out of college. In addition, it’s especially important for students who attend expensive universities and need to pay off loans after graduation.
But getting a job in banking certainly isn’t easy. You have to be very organized and mindful of the conversations you’ve had with bankers. And it proved to be very overwhelming for me as a sophomore in college. However, the mentors at The Banking Offer were always there for me and helped me to successfully navigate recruiting. Faizan taught me the best ways to go about handling the process and we came up with a game plan that would enable me to win multiple offers.
Once we had a plan in place, it was like a trailblazer. I ended up working really hard, but it wasn’t a way that I had ever worked before. I was very efficient and networked effectively with everyone I spoke to. All of this eventually led me to land an internship offer at Evercore.
David Gibbons
From Emory University to Houlihan Lokey
Looking back at how my recruiting process went, I can’t emphasize enough how important it is to have a mentor while you’re going through it. Being able to rely on the TBO mentors who all genuinely care about your success is really important.
Going to my school’s technical reviews versus going to TBO’s technical reviews was like night and day. My school hosted interview prep sessions as well, but TBO’s sessions were spot on and the mentors know exactly what you’re going to be asked during your investment banking interviews. They laid out ways to answer each of the questions in a very pragmatic way.
Additionally, every week there’s an industry professional who will come speak to TBO students and I learned a great deal from those fireside chats. These discussions covered different industries besides investment banking, such as real estate and private equity. It’s through these sessions that you’re able to get a gauge of what it’s like to work in other roles, which is very helpful when you think about what your career will look like after banking.
Jaime Matos
From Brown University to Guggenheim Partners
TBO has been instrumental in the reinforcement of my technical and market knowledge.
One of the most helpful opportunities that TBO offers is the chance to discuss deals and transactions that occur in the markets with other high-achieving students on a daily basis. TBO not only helped me gain the technical skill set that’s needed to succeed in the recruitment process through webinars, mock interviews, and guides, but also the emotional and interpersonal skill set that’s essential for your career growth.
Herman Wan
From Boston College to Citi
The mentors at TBO are all amazing and have great attention to detail. I like to think that I have pretty good attention to detail, but whenever the mentors go through my resume, they’re always able to spot errors and provide suggestions for improvement. Having someone available to check the work you’re doing as well as someone who holds you to a high standard is essential for this recruiting process.
Additionally, the TBO training platform did a great job explaining concepts that I’ve always found to be difficult to understand. The content is very engaging and made the learning process so much easier for me. It was definitely the most effective resource I’ve used to prepare for my Citi interview.
Isabel Paine
From Princeton University to Goldman Sachs
Everyone at TBO is very kind and welcoming. But at the same time, they’re all extremely intelligent people. Reading people’s messages on my phone gives off the impression everyone’s smart and knows what they’re talking about when it comes to investment banking recruiting. At the same time, when I get to meet everyone in person, they’re actually real people who have awesome personalities and are great to get along with.
The guest speakers that come on to talk to TBO’s students have been absolutely amazing and I’ve been able to ask them very personal things. These include questions about my trajectory in finance and the best ways to get involved. They were all able to answer my questions in holistic, appropriate, and helpful ways that have had a significant impact on how I approached the investment banking recruiting process.
Joshua Park
From Boston College to Nomura
The recruiting process was originally a very foreign process to me. I was trying to figure out the networking process, where all the banks were, and how the application process works (which happens to be a lot different than the college application process).
When I learned about The Banking Offer and everything that the Sophomore Spark offers, it sounded like something that I needed and a resource that could nearly guarantee me an internship.
Whether it was teaching some of the technical aspects or how to approach the behavioral questions, TBO always had helpful advice for me. The mentors were also able to instill a sense of confidence that allowed me to feel well-prepared for any interview or coffee chat I had with a banker.
Jun-Hong Chen
From Boston College to Aeris Partners
I didn’t get into the Investment Banking Accelerator Program at my school and I thought my chances of getting an offer were basically zero. I found myself getting interviews, but I struggled with moving past the first round interviews and had a hard time answering the technical questions.
However, in the end, I received 3 investment banking offers and I have to thank TBO for that. TBO helped me understand my strengths and weaknesses as a candidate. After working with the team, I was able to build a strong story that resonated with a lot of bankers. I was also able to use my professional skating experience as a positive rather than a negative when answering behavioral questions.
One of the biggest advantages of TBO was being able to have that personal prep. The mock interviews made a significant difference during my recruiting process. They got me up to speed and prepared me for the exact questions I going to be asked – specifically the technical questions that I originally struggled with.
TBO’s video curriculum taught me everything I needed to know about the recruiting process – especially since I didn’t really know much going into it. The TBO platform had a lot of great resources to get me up to speed for any type of interview that I was going to get.
Keith MacMahon
From Indiana University to Morgan Stanley
The TBO training platform is truly different from any other platform out there. All the educational content you’ll need for your interviews is in one place – whether it be how to properly network or learning about the technical aspects of finance or how to answer certain behavioral questions. I think that’s really unparalleled when you look at other specific guides that may be more technical-focused or more behavioral-focused.
Furthermore, a lot of what you’ll see online are different PDF guides that may walk you through how to approach the recruiting process. However, when you’re hearing it from someone who’s been through the process themselves, has gotten multiple offers, and is already working at a bank, it makes a huge difference. You’re going to get the best piece of advice from a person in front of you and not just from another guide. And that’s only one of the many different ways TBO helps you win offers.
Luke LeLay
From Northeastern University to Bank of America Investment Banking
TBO was an incredibly supportive resource that I could rely on during the recruiting process. Not only did it provide me with moral support, but it was also a place I could turn to for advice and feedback from those who had already succeeded in the process.
One of the most helpful resources was the mock interviews TBO hosted. As a spectator, having the opportunity to hear new questions, and how they were answered was extremely valuable. After the mock sessions were over, open discussion among members provided an even greater opportunity to connect with others and share general advice about recruiting.
In addition to the great programs and events, TBO’s biggest value add is the people. Coming from a non-target school where there is no support system around investment banking recruiting makes the process significantly more challenging. Thankfully, TBO is able to fill that gap.
The bottom line is: TBO supported me in my journey as an investment banker by helping to connect me with individuals who were also going through the investment banking recruitment process, as well as with others who had already secured offers.
Noa Kimura
From NYU to Nomura
TBO proved to be an amazing resource for me and I’m so glad I was a part of it. The recruiting process can be extremely overwhelming, but with TBO you get access to a lot of different mentors and workshops that go through the key technical topics you’ll need to know for your interviews.
TBO also has a lot of guest speakers who work across the financial services industry come in and talk to students. It was pretty cool to be able to interact with current investment bankers, ex-investment bankers and people who work in Private Equity and the buy side. These were very informative and made me realize that TBO not only cares about your first job out of college but your whole career path.
Sarah Cheah
From Babson College to Ares
The workshops and office hours that the senior mentors at TBO hosted were all incredibly helpful – perfect timing because I was in the interview process and needed a quick refresher! Faizan personally reached out to me to help with interview prep and helped me choose which firm to accept an offer from!
TBO is a unique community of extremely driven and intelligent people and I’m so proud to be surrounded by great influences that I know will always push me to be the best and ensure my success. Banking is such a competitive field but everyone is willing to help each other here, explain concepts, and even share opportunities for everyone to apply to. Together, the workshops and resources have given me great insights as to how to best prepare myself for the role.
Shreya Mohandas
From Emory University to Houlihan Lokey
When I was in the middle of the investment banking recruiting process, members of TBO were so generous with their time and thoroughly walked me through any technical concepts I was struggling with. Additionally, the fireside chats that TBO hosts were really informative in terms of learning how to prepare for summer analyst interviews as well as how to succeed during the internship.
For me, the most valuable aspect of TBO has been the interview preparation it offers – whether it is to hop on a Zoom call to do a mock interview with one of the mentors or observing other students’ mock interviews. Above all, TBO has helped guide me through the daunting interview process – everything from technical prep to general career advice.
Sophia Green
From Rutgers University to Mizuho
Everyone here is so like-minded. The atmosphere of TBO is way more relaxed than what you might typically expect from a finance prep group. TBO has proven to be a fantastic resource for me in many different areas of recruiting.
Attending the TBO Summit over the summer was a lot of fun as well and I’m so happy they were able to put it together. There’s no way I can even compare this to another program.
Sophie Krum
From University of Michigan to Nomura Investment Banking
The Banking Offer has been such a welcoming community and answers any questions I have. I had my first-ever interview (which happened to be an investment banking interview) this past semester and TBO was a fantastic resource I could turn to when preparing for it.
Thanks to TBO, I was ready for my interview and succeeded in landing my investment banking internship. Additionally, I’ve had a great time attending the guest speaker webinars that TBO regularly hosts. These give students a chance to learn more about different career paths after banking and offer opportunities to network with professionals in a relaxed setting.
What I appreciated the most throughout this process is that the TBO team understands no question is a bad question, and everyone is going through the same recruiting struggles. The team is always there to answer any questions I have and offer advice!
Tiffany Chen
From Baruch College to JPM Corporate and IB Internship
The Banking Offer provided me with a support system of wonderful people who were willing to teach me the ins and outs of the recruiting process. It was great having the opportunity to attend live mock interview practices to better understand how the interview process works.
Additionally, it was helpful to have a supportive community of professionals and peers to turn to if I ever had any questions or needed support with my career.
Mustafa Mir
From Cornell University to 2024 Capital Markets Summer Analyst
TBO has been a game-changer in my pursuit of a career in investment banking. The constant mentorship provided invaluable guidance, helping me navigate the competitive landscape with confidence. This program created a strong community where I could connect with like-minded peers and mentors who genuinely cared about my success. I appreciated the structured approach to learning technical skills, which built my confidence going into interviews. The sense of camaraderie among fellow participants helped alleviate the pressure of competition, reminding me I wasn’t alone in this challenging journey.
TBO has been a pivotal part of my investment banking journey. As a rising junior at Cornell, I faced challenges in networking and the competitive nature of the industry. However, the mentorship I received from TBO was invaluable. Having a dedicated mentor to reach out to made all the difference, providing guidance right before interviews and helping me refine my skills.
Jabir Rahman
From University of Richmond to UR ETF Fund
My experience with TBO has been incredibly positive and impactful. The tailored coaching and support, especially from mentors like Arsh and Reba, have been essential in preparing for key interviews and navigating the finance recruitment process. The program’s structure, with its no-upfront-payment model, reflects a strong commitment to our success, ensuring that we only invest when we achieve results.The flexibility and dedication of the mentors were standout features, offering invaluable guidance during critical phases of my job search. However, I believe the program could be further enhanced by incorporating a more diverse range of mentors from various finance sectors such as asset management, equity research, and sales and trading. This broader perspective would enrich the advice and support available, tailoring it more specifically to different finance roles.
Additionally, more frequent touchpoints with mentors, especially during high-stakes moments like superdays, would greatly benefit participants. While the webinars and quizzes were comprehensive, integrating more practical, real-world insights into these sessions would make them even more effective. Overall, TBO provided excellent preparation, and I highly recommend it for those serious about a career in finance.
Michael Zhang
From University of North Carolina at Chapel Hill to Citi
TBO completely changed how I approached investment banking recruiting. The resources, like the detailed guides and templates, covered every possible question I had and made me feel fully prepared for interviews. On top of that, the mock interviews with peers gave me the practice and feedback I needed to refine my responses and feel confident walking into interviews. What really stood out to me was the mentorship. My mentor wasn’t just a guide but someone who understood the entire recruiting process and gave me actionable advice. Whether it was networking, interview prep, or how to follow up after coffee chats, they were instrumental in my success.
Because of TBO, I landed internships at Citi in New York and Generation Investment Management in London, opportunities that I would’ve thought were out of reach before joining. The program’s pay-after-you-succeed structure made it accessible for me without worrying about upfront costs, which was a big relief. If you’re serious about breaking into investment banking, I can’t recommend TBO enough. It’s a game-changer.
Mariana Pavan
From Kelley School of Business in Indiana University to Citi
Partnering with TBO has been a transformative experience for our organization. From the very first consultation, their team took the time to understand our unique challenges and goals, demonstrating a level of insight that truly set them apart. The innovative solutions they provided not only streamlined our processes but also significantly enhanced our productivity.
Throughout our collaboration, TBO’s support has been nothing short of exceptional. Their responsiveness and dedication to our success have fostered a strong, trusting relationship. We’ve seen measurable improvements in our efficiency, and our team is more empowered than ever to achieve our objectives.Moreover, TBO’s approach is refreshingly collaborative; they actively involve us in the process, ensuring that our feedback is valued and implemented. This level of engagement has made all the difference in our journey.
I can confidently say that if you’re looking for a partner that combines expertise, creativity, and a genuine commitment to your success, TBO is the right choice. They have truly become an invaluable extension of our team!
Biying Wang
From Syracuse University to Deutsche Bank
The TBO program truly transformed my approach to the recruitment process. From the very start, I felt supported by a fantastic network of peers and mentors. Having an accountability partner was pivotal for me. We pushed each other to stay on top of our tasks and practice together. The diverse feedback from mentors was invaluable it helped me pinpoint my strengths and address my weaknesses from different angles.
One of the most important aspects was the flexible payment structure. It took a lot of pressure off my shoulders, allowing me to make decisions without worrying about upfront costs. My parents, who were unfamiliar with the investment banking field and its recruitment process, were initially skeptical. But seeing the results and my excitement about the role I landed has convinced them of the program’s value. I’m genuinely grateful for this program. It not only helped me secure a great position but also made me feel confident about my career path. I’d definitely recommend it to anyone looking to break into the field
Julian DeCollibus
From University of Michigan to Perella Weinberg
My experience with TBO has been transformative in my investment banking journey. Initially, I was overwhelmed by the competitive nature of the industry and unsure of where to start. The structured guidance provided by TBO, from the technical webinars to networking strategies, made the recruiting process far more manageable. The accountability aspect was crucial; having peers and mentors who genuinely cared about my progress kept me motivated and focused. I particularly appreciated the community aspect—sharing experiences with others who were equally driven fostered a collaborative environment. The mock interviews were invaluable, pushing me to refine my skills and gain confidence. Most importantly, TBO’s unique payment structure made me feel secure, knowing I wouldn’t pay unless I succeeded. Ultimately, I secured three internship offers at top firms, and I truly believe that the resources and support from TBO were key to this success. I wholeheartedly recommend this program to anyone serious about breaking into investment banking. If you’re willing to put in the effort, TBO will equip you with everything you need to succeed
Sridhar Murthy
From Northeastern University in Boston to William Blair
Joining TBO was a game-changer for my investment banking journey. The program provided a structured approach that made the recruiting process feel manageable and straightforward. From the very start, I was impressed by the comprehensive resources and mentorship available. The weekly workshops helped me master both behavioral and technical interviews, which I initially found daunting.
The community aspect was incredibly valuable; being surrounded by ambitious peers created a motivating atmosphere that pushed me to excel. I learned not just the technical skills but also how to effectively network, which was crucial for landing opportunities. TBO opened my eyes to a variety of firms and roles I hadn’t considered before, helping me find the perfect fit for my career goals.
Thanks to TBO, I secured an internship at William Blair in their tech group, which aligns perfectly with my aspirations. The insights and support I received were instrumental in my success. If you’re serious about pursuing a career in investment banking, I wholeheartedly recommend TBO. It’s an investment in your future that truly pays off.
Devin Lin
From Baruch College to Barclays Corporate & Investment Bank
Joining TBO’s coaching program was a pivotal step in my investment banking journey. The unlimited 1-on-1 coaching and tailored mock interviews provided invaluable practice and confidence. I went from feeling uncertain about networking to securing multiple offers, including one from Barclays. The flexibility of the payment structure eased my financial concerns, allowing me to focus entirely on preparation. TBO’s structured approach and detailed feedback made a significant difference, turning a challenging process into a manageable and successful one. I wholeheartedly recommend TBO for anyone aiming to excel in investment banking.
Thanks to TBO, I received an internship offer from Barclays for summer 2024, along with offers from JPMorgan and Citi. The thorough preparation and guidance I received not only helped me secure these opportunities but also made me feel well-prepared to excel in my role. I highly recommend TBO to anyone serious about pursuing a career in finance—it’s an investment in your future that pays off.
Yahir Sarabia
From University of Houston to BNP Paribas
As a first-generation student majoring in finance, breaking into the competitive world of investment banking felt daunting. I struggled initially, unaware of the early recruiting timelines and how to navigate networking effectively. Joining TBO transformed my journey. The structured resources, expert mentorship, and mock interviews gave me the confidence I desperately needed. I realized that I wasn’t alone; TBO provided a community of support and guidance. Thanks to their comprehensive program, I secured a position at BNP Paribas in equity derivatives, exceeding my expectations. My mentors not only prepared me for interviews but also helped me refine my approach. For anyone considering a career in finance, I can’t stress enough: TBO is the key to unlocking your potential. The investment in this program pays off exponentially, and the skills you gain will stay with you for a lifetime. Don’t hesitate to join TBO and set yourself up for success.
Terence Mwindaare
From The College of Wooster to Alpen Capital
Joining TBO was a game-changer for my career in finance. The program’s resources, including detailed guides and access to technical websites, were invaluable. They not only helped me prepare thoroughly but also boosted my confidence in the interview process. I was able to secure interviews with top firms like Goldman Sachs and Citi opportunities I previously thought were out of reach. The coaching provided a unique perspective on finance recruiting, emphasizing skills beyond just academic qualifications. The payment structure made it feasible without needing external financial support. Though I faced challenges, especially as an international student from a non-target school, the support and diverse resources offered by TBO were instrumental. I would highly recommend TBO to anyone serious about breaking into investment banking, as it truly prepares you to stand out and succeed in a competitive industry.
Henry Lim
From Northeastern University to Morgan Stanley
Joining TBO was a transformative experience for me. The program’s no-upfront-payment structure gave me peace of mind, knowing that my success was the program’s priority. The guidance from mentors, who are truly invested in our growth, was exceptional and helped me navigate the complexities of investment banking. Although some technical webinars could be challenging due to varying levels of prior knowledge, the program’s overall structure and support were invaluable. I especially appreciated the emphasis on real-world applications and the opportunity to learn from professionals in the field. TBO not only prepared me for the industry but also instilled a sense of confidence that has been crucial in my job search and career progression.
David Arias
From Pomona College, California to Wells Fargo
Joining TBO was a pivotal moment in my journey toward a career in investment banking. As a Colombian American studying economics and math at Pomona College, I faced a daunting recruiting process with limited guidance. TBO provided the mentorship and resources I desperately needed. The networking platform connected me with industry professionals, leading to invaluable conversations that I wouldn’t have accessed otherwise.
The weekly coaching sessions were instrumental in refining my resume and preparing for technical interviews. I’m thrilled to share that I accepted an offer from Wells Fargo—an opportunity I couldn’t have achieved without TBO’s support. The program’s unique payment structure also relieved financial stress, allowing me to focus entirely on my goals. I wholeheartedly recommend TBO to anyone pursuing a career in finance; it truly changes lives!
See What Kind of Banker You’d Be by Taking our TBO Banker Quiz!
You’re so early in your college journey, and already have to
make so many important career decisions! So we designed
this free quiz to help you understand what career paths in
finance could be the most suitable for you.
Just be yourself and answer each question honestly over the
next several minutes. Then, let our proprietary research on
personality types & career progression work its magic.
Fill out the form to receive your valuable report by email. Please mark us “not spam” so you
don’t
miss
the report.
Check your email
We sent the report to your email. Make sure you check your spam folder in case it doesn’t hit
your inbox, and please mark us as “not spam”!
Investment in Your Future Career
Pay it Forward for the Next Class of Students
Our tuition structure prevents our students and their families from incurring additional financial burden during their time in school, enabling access to our program for not only the wealthiest applicants, but all students who are ambitious & dedicated to pursuing the most prestigious & rewarding careers that they’re capable of.
We have partnered with financial institution that enables us to take on over $5.0M of risk each year to get students the help they need today & ensure payments in the future for the services we deliver.
If you choose to participate in our peer mentorship program, any tuition you’ve earned back will be applied to reduce your payable balance
If you have not secured a role by graduation, we will work with you on recruitment efforts until you have successfully transitioned into a new position
Do I have to be in school to participate in the program? What year should I join?
The curriculums for our programs are specifically for the undergraduate & MBA recruiting processes, as the process for full-time employees is much different from the in-school recruiting cycles, and current students (both in undergrad and MBA programs) will find the most value from the formal training program & additional resources we provide. While this may prevent current full-time employees from finding the most benefit from our programs, it helps maximize the recruiting outcomes for our students, and creates a strong sense of community in each of our classes.
Students that join early (at the latest by junior year 1st semester for undergraduate students, or before the end of their 1st year for MBA students) will have the most time to leverage program resources and build momentum for the most competitive Career Tracks, such as in Quantitative Finance. The majority of recruiting for our most popular Career Track, Investment Banking & Private Equity, is concluded by the end of sophomore year, with many DEI program interviews occurring even earlier. Thus, it is recommended to join as early as possible in college, to ensure we can help students build momentum & gain a competitive edge over other applicants. Upperclassmen are encouraged to apply to the program and meet with a Mentor to discuss which career track makes the most sense for them, given their credentials heading into the program and our latest insider pulse on the availability of roles across functions.
When is the general recruiting timeline during undergrad for careers in high finance?
While recruiting cycles have changed each of the past 4 years, two trends have dominated the cycles for each of the Career Tracks we cover: applications opening earlier, and interview timelines extending over a longer period of time. In other words, recruiting is starting earlier and ending later, for both internships and full-time recruiting. For the first piece, applications have consistently opened earlier and earlier as firms compete for the most polished candidates in schools across the country. Early insights programs & externships often invite candidates to participate as early as freshman year, to build brand awareness & loyalty amongst the most impressive students. For the second piece, firms have extended their interview timelines for the 2nd half of their analyst classes to retain flexibility in their hiring needs ahead of uncertain economic conditions. As firms have better clarity into what functions (and even which groups within those functions) will have hiring needs over the next several years, they invite candidates in batches to participate in interviews and extend offers.
Here is a general overview on hiring timelines for the most competitive and the least competitive roles in high finance:
Most Competitive Roles in High Finance
Sophomore Year: 75% of seats filled
Soph Summer & Junior Year: 25% of seats filled
Junior Summer: 20% of seats reopened
Senior Year: 20% of seats backfilled
Least Competitive Roles in High Finance
Sophomore Year: 50% of seats filled
Soph Summer & Junior Year: 40% of seats filled
Junior Summer: 10% of seats reopened
Senior Year: 20% of seats filled & backfilled
Is it worth pushing back my graduation date to be eligible for the next upcoming recruiting cycle in my preferred career track?
The topic of pushing back graduation dates has rapidly increased in popularity amongst aspiring financial professionals over the past few years. Most of the top firms on Wall Street explicitly list which class years are eligible to apply for each entry-level role they open, and many students consider pushing back their graduation date to become eligible for these positions.
The primary advantage of this decision is that students don’t have to commit to it unless they land a role that requires a certain graduation date. Students can apply as a part of the following class year to become eligible for certain applications, and if they are successful in landing a role, they can modify their course schedule & total credits each semester to ensure they enroll for one additional semester following their original graduation date. If students are unsuccessful in the new recruiting cycle, they can remain on track to graduate as currently scheduled.
In most cases, students that decide to push back their graduation date because they succeed in a secondary recruiting sprint enroll for 1 or 2 classes in the fall semester following their original graduation date. These students are eligible to walk during spring semester graduation ceremonies with their peers of their original class year. However, because these students need to enroll in their universities for an additional semester, they also incur additional tuition & other college expenses. They may also have to wait to begin their full-time position in the June following the Fall Semester of their graduation, alongside the rest of their analyst class. The incremental income and career trajectory attained by delaying graduation must be considered before committing to this decision.
In summary, this is a complex decision that students must consult with their parents & school faculty on before committing to, but may be worthwhile if students are successful in landing a significantly better role their first year out of college. We’re happy to discuss this topic in more detail during your initial career consultation with a mentor on our team.
Does TBC accept students who are outside of the US?
Our programs are limited to students studying in the United States exclusively. This gives us the best opportunity to leverage our existing network in the US-based finance ecosystem. In addition, the US recruiting process has very specific intricacies that we focus on in our curriculum.
Do I have to study finance to get a job on Wall Street?
Being a finance major is not required to enter the field of investment banking or other careers in high finance. Several of the target schools prioritized by top firms on Wall Street, including Ivy League universities, exclusively offer majors in liberal arts.
While studying Finance in school can accelerate your mastery of technical topics, it’s important to note that even the most prestigious undergraduate finance programs in the country will not cover the majority of material necessary to succeed in high finance recruiting processes. Our objective is to train our students end-to-end for the recruiting process & help students frame their story in a compelling way, even if they’re not a finance major.
Is there a GPA requirement to land the best roles in finance?
As an undergraduate applicant, there are limited experiences that students can point to for establishing their professional credibility. For this reason, GPA is one of the most important factors that firms use to compare across candidates and evaluate applications. Some hyper competitive roles, such as investment banking at a handful of elite boutiques or bulge bracket investment banks, will also implement AI Screeners that filter applicants out altogether if they do not meet certain GPA thresholds.
A student can still be a competitive applicant with a sub-3.5 GPA if they bolster their professional credibility through a variety of other factors, such as attendance at a top-ranking school or impressive professional / on-campus experience.
Our Mentors consider a student’s GPA, as well as how many semesters they have remaining to impact their GPA, as a part of our own application process when recommending which Career Tracks students should pursue in TBO.
Why are certain schools considered target schools? What is the impact of attending a target school or non-target school for the recruiting process?
Many banks have relationships with certain schools, called target schools, that have consistently produced high quality interns and full-time professionals for the past several decades. As a result, banks often give the students from these schools streamlined access to interview opportunities for 2 primary reasons:
First, this helps banks to streamline an increasingly complex and overwhelming application cycle, where application volumes from undergraduate students have over tripled since 2010. Strong brand-name schools with a track record of producing great bankers offer a trusted & time-tested source for banks to fill approximately 50% of their seats in each new analyst class.
Second, this allows alumni from target schools to further bolster their school’s reputation & ranking, which considers factors like average starting salary & role prestige as a part of the national school ranking process. Amongst other factors, this is one of the primary drivers why professionals are more willing to take networking calls with students that attend their alma matter, and push their applications forward with referrals.
Since 2020, banks have made a dramatic push to increase the diversity of their analyst classes on Wall Street, including diversity of undergraduate school. This was primarily driven by a push to increase diversity of financial background, as students from the top 40 feeder schools reflected a significantly wealthier demographic than the average school in the U.S. Most of the top 40 banks now fill nearly 50% of their total interview invitations from the non-target application pool.
While being at a target school or semi-target school can be beneficial in establishing professional credibility for your application, it is not necessary to land even the most elite roles in Investment Banking or Management Consulting. Students from non-target schools should be prepared to network in a higher volume than students from target schools to improve their candidacy & access to referrals for interviews.
How long is the training period?
The total curriculum can last between 10-15 weeks, depending on the competitiveness of the roles we are pursuing together & the experience you enter the program with. Students pursuing the most competitive roles, such as Investment Banking or Management Consulting, will need to complete additional self-study modules and interview training that are specific to these roles compared to students from other career tracks, and are required to conduct a larger volume of networking calls arranged for them through the Networking Automation Platform™. Students that enter the program with previous training & coursework in various financial concepts may progress through the curriculum faster than others.
Following the core training period, we continue to offer Networking & Application support through our proprietary software until a student’s graduation date. During this period, students can also schedule Interview Prep sessions with mentors, including contextual preparation & mock interviews, for all interviews that they are invited to.
Finally, students will retain lifetime access to self-study courses in our curriculum, member-restricted content (such as the latest verified interview questions for each firm), and live 1-on-1 support with the mentorship team.
What is the weekly time commitment?
The weekly time commitment will depend on several key factors, including when the student enrolled in the program, the recruiting credibility established by the student prior to their enrollment, and the other commitments the student will be balancing during their time in school. These factors & the specific weekly time commitment recommended for each student is discussed after you’re invited to an intro call with our team.
In general, students are expected to commit 10+ hours per week for 10 weeks for the Initial Training Bootcamp. Our mentorship team will take a lot of the work off your plate – from organizing recruiting schedules, finalizing application materials, & arranging networking calls at banks on your target list – but students must still create time for activities like attending workshops, completing mock interviews with our team, & taking networking calls. Your Mentors will help you plan around your own busy schedule, from midterms to school projects, to keep you on track with your classmates in the same Career Track.
Live group lessons occur 3 times per week at alternating days & times that will be pre-announced to accommodate a wider range of student schedules. Additionally, students will have the flexibility to watch recorded sessions in The Banking Club app at their convenience.
Will you help me through the internship as well? Or full time?
Students that receive internship offers will unlock access to additional content & live workshops heading into internships & during the internships themselves to help them place into the best groups within their bank & secure full time offers. In addition, we host exclusive workshops for students with return offers during their Senior Year in college to prepare for Buyside Recruiting.
Who are the mentors?
Our mentors are experienced Finance professionals from several of the biggest companies on Wall Street. You will be assigned mentors based on our matching process after enrolling in the program, but you’ll also meet with other mentors throughout the program depending on your specific recruiting needs. Our mentors have experience in different groups, banks, and functions, & they can provide specialized insights that we encourage students to take advantage of via group sessions or 1-on-1 meetings.
We have a regular review process for both mentors & students to ensure that both sides are making the most of their time together, and students are paired with the best mentors for their individual needs throughout the curriculum.
Why do some Career Tracks limit the number of students enrolled?
For Career Tracks with a hyper-competitive application process, such as Investment Banking and Management Consulting, we limit the number of students we enroll from each Class Year to give our students the best competitive advantage against other candidates. These Career Tracks require the greatest attention to detail & 1-on-1 mentorship investment from our team, and limiting the cohort size ensures each student has the coaching experience they need to optimize their results. We inform students during our intro calls if they are a strong fit for these hyper-competitive career tracks & if we wish to support them in recruiting for these roles.
In addition, most firms actively limit the number of students they admit from each school for their most competitive functions to ensure diverse analyst classes, whether students attend target schools or non-target schools. Thus, in some Career Tracks, we also limit our cohorts to a handful of students from each school, to ensure our students remain competitive against the majority of their peers.
Do you provide an authorized certification to boost my application?
Demand for careers on Wall Street has skyrocketed in recent years, with the incentive from increased salaries for 1st year analysts compounded by the rising cost of attending undergrad. In addition, recruiting for the most competitive roles has steadily shifted to earlier and earlier in college, creating a need for students to establish professional credibility as quickly as possible in their college journeys.
Students may be eligible for a Certification of Completion after completing the core 10-week portion of the program, to alert members of our network across Wall Street of a student’s affiliation with the program, and to further bolster students’ credibility during the application process.
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