Enterprise Insights: IM Recruiting - Students

Enterprise Insights: IM Recruiting

March 2019

Jessica Katz Senior Associate Director MBA Career Management

Amanda Rivera Relationship Manager MBA Career Management

Success! Enterprise IM Stories - Internship

Angelo Martorell (WG'16)

? Prior to Wharton: Intl. Education Services ? Internship: Andalusian Capital ? Post Wharton: Martorell Capital, Andalusian ? Strategy:

o Spent night and day working on pitches o Won several stock pitch competitions o Stayed solely focused on l/s equity and

received offer in June

Whitney Kamin (WG'17)

? Prior to Wharton: Morgan Stanley ? Internship: Blue Ridge Capital ? Post Wharton: Nokota ? Strategy:

o Very focused on strategy/IR/ops roles o Interviewed for a few select FRP roles and

then declined 2nd rounds to focus on goal o Leveraged MS, Wharton alumni network o Received `perfect' offer in late April

Brian Lewandowski (WG'14)

? Prior to Wharton: Sonar Partners

? Internship: RA Capital ? Post Wharton: Tamarack Capital Management

? Strategy: o Very focused on healthcare specific funds

o Used his entire network including undergrad to find summer internship

o Opted to take an unpaid internship at a strategic fund to position for next year; highly recommends this approach

Michael Mazya (WG'18)

? Prior to Wharton: Goldman Sachs PWM ? Internship: Elm Ridge Capital, Caro-Kann ? Post Wharton: TBD ? Strategy:

o Created HF database of all strategies/locations/alumni

o Posted pitches on SumZero o Secured spring internship to help transition

to summer investing role

Ivan Nechunaev (WG'19)

? Prior to Wharton: Leapfrog Investments, J.P. Morgan Asset Management

? Internship: PIMCO, JANA Partners

? Post Wharton: TBD ? Strategy:

o Read article about JANA and cold emailed to talk about the article

o Resulted in second internship project since he was already committed to PIMCO

? Prior to Wharton: Crown Venture

Management; US Army

? Internship: Hawkeye Capital Management.

ChristopWhileliarm Thorndike

Marvi?n Post Wharton: TBD (WG'1?1)Strategy:

o After FRP, expanded focus to IM/HF buy-

Lawrence Paustian (WG'19)

side and ramped up enterprise efforts

o Met regularly with MBACM, networked with alums, scoured postings, groupme

High Risk Tolerance * Hustle * Patience * Grit * Persistence * Focus * Conviction * Authentic

MBA Career Management

Success! Enterprise IM Stories ? Full Time

George Schultz (WG'13)

Anthony Lee (WG'15)

Holly Nichols (WG'15)

? Prior to Wharton: Angelo Gordon, Fidelity ? Internship: Armistice Capital ? Post Wharton: Kenmare, Nitorum ? Strategy:

o Networked with >250 people during MBA o Sent pitches to listserv o Constantly in NY for meetings ? even to

someone's home when tried to reschedule o Sent hard copy Fedex intro letters to funds

? Prior to Wharton: Metal Mark, Credit Suisse ? Internship: Rivulet ? Post Wharton: PAR Capital ? Strategy:

o Kept organized tracker with all contacts o Turned down multiple offers o Received `perfect' offer in June after

graduation when fund found him in IM resume book MBACM sent to them

? Prior to Wharton: Aquiline Capital Partners ? Internship: Luxor Capital ? Post Wharton: Tiger Global, Eminence Capital,

Tiger Global ? Strategy:

o Worked w/ MBACM on evolving target list o Immersed herself in NY HF community by

asking for help o Continued part-time consulting work after

graduation until right opportunity

Hiten Chawla (WG'16)

? Prior to Wharton: JMI Equity, McKinsey ? Internship: Passport ? Post Wharton: SQN Capital ? Strategy:

o After FRP, decided to focus on tech HF o MBACM referred him to well-connected

alum, where he clearly articulated his focus; led to internship referral at Passport o Cont. tech focus for FT until March offer

? Prior to Wharton: Visa, Barclays

? Internship: Fidelity

? Post Wharton: Citadel Global Equities

? Strategy:

o Turned down FT offer from internship to focus on HFs in NY

Elizabeth Gilson

o Worked with MBACM on pitch, emails etc. o Persistently reached out to Citadel

(WG'16)

multiple times until March offer

? Prior to Wharton: PIMCO

? Internship: TCW Credit

? Post Wharton: Kore Advisors

Chris?topShtreatregy:

Marvin o Volunteered to build out models for new

(WG'11) start up fund for free; led to many referrals

o Found more success once he opened up

Matt Jevsevar (WG'18)

search beyond NY; wished he did earlier

o Did whatever it took; said he had trip and then flew to cities for meetings

High Risk Tolerance * Hustle * Patience * Grit * Persistence * Focus * Conviction * Authentic

MBA Career Management

Agenda

Introductions Hiring Data Mindset for Enterprise Recruiting Target List & Informational Interviews (emails & meetings) Success Stories and Q&A

MBA Career Management

Introductions

? David Cochrane, dcochr@wharton.upenn.edu

? Clairvest Group; RBC Capital Markets (Canada) ? Clearfield Capital Management ? Analyst Intern

? Brian Morrison, bmorri@wharton.upenn.edu

? Oaktree Capital Management; Semler Brossy Consulting Group ? Clearlake Capital ? Summer Associate

? Ivan Nechunaev, ivannech@wharton.upenn.edu

? Leapfrog Investments; J.P. Morgan Asset Management ? PIMCO ? MBA Intern and JANA Partners ? MBA Intern

? Lawrence Paustian, lawp@wharton.upenn.edu

? Crown Venture Management; US Army ? Hawkeye Capital Management ? Summer Investment Analyst ? Intern to William N. Thorndike, investor and author of The Outsiders

? Nickie Yue, nyue@wharton.upenn.edu

? Nomura Credit Suisse ? BlackRock ? Summer Investment Analyst

MBA Career Management

Internship Hiring Data

Accepted Internship Offers

Investment Management / Hedge Funds

*Preliminary Data as of 8/1/2018

8.00 7.00 6.00 5.00 4.00 3.00 2.00 1.00 0.00

2014

% of all accepted offers

2015

2016

2017

2018

MBA Career management

Timing of IM/HF Internship Offers: Class of 2018

*Preliminary data as of 8/1/2018

20 18 16 14 12 10

8 6 4 2 0

MBA Career management

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