Romero Mentoring Student Goes From $0 to $100k+; Career In Investment Banking

Zebadiah Zheng

Econ Major Analyst Prep Student Breaks Into Investment Banking


Zebadiah Zheng got a late start. He began recruiting his senior year of college when most investment banking analyst had already secured full-time offers. He attended New York University which is a target school, but he was a competitive disadvantage amongst his peers who got an earlier start. He enrolled enroll in our 2020 program to make up for lost time during his freshman, sophomore and Junior year of college. Like many college senior in his situation, Zeb lacked technical and soft skills, and had no field experience in finance.

The Results

  • After completing the Analyst Prep program, he landed a full-time investment banking offer at Cantor Fitzgerald, a middle-market boutique investment bank.
  • He also passed his FINRA Series 63 & 79 licenses.

The Challenge

Zeb got a late start to recruiting for investment banking analyst jobs. He had no formal finance or financial modeling education. He also did not have relevant finance internship experience which put him in a disadvantage position when compared to other students with experience. Zeb also lacked career guidance and needed interview prep coaching to help him develop confidence for upcoming interviews.

The Transformation

We provided Zeb with our system, which includes over 196-hour of structured training, mentoring, internship, and career development.

  1. Zeb received essential training in excel, accounting, valuation, and financial modeling.
  2. Gave him homework assignments in financial modeling, pitch book presentations and valuation that were reviewed during live classes to ensure he fully understood the course material.
  3. We also provided Zeb with career training and an internship, where he received high levels of responsibilities to simulate on-the-job situations.

By the end of the program Zeb had gained the same on-the-job skills professionals take years to develop, giving him a tremendous competitive advantage.

Zeb credits much of his early success to our program and the valuable skill he developed which he applies on the job today.

Zeb: How I Broke Into Investment Banking

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