The Lateral Playbook: Break Into a Top Investment Bank

The Lateral Playbook: Break Into a Top Investment Bank

Offered by Justin V.

5.0

()

Goldman TMT Analyst Who Broke In Without a Finance Degree

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Studied at New York University

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Works at Westmere Lane

Package Description:

I lateraled into Goldman Sachs TMT from a non-traditional background — no finance degree, no target school, no traditional path. I went from biotech IR to Wells Fargo to Goldman in under 3 years by building the right story and executing the right outreach strategy. This package is for two types of people: • Analysts at regional or middle market banks who want to move up to Goldman, Morgan Stanley, Evercore, or top boutiques • Professionals in non-IB finance roles — IR, PE, corp dev, Big 4 — who want to break into investment banking after graduation or mid-career What we cover: • How to position your current experience as an asset, not a liability • How to cold email bankers at target firms and actually get responses • How to tell your story in interviews so the gap in your background becomes your edge • The exact networking strategy I used to land Goldman without knowing anyone there


What you'll get from this package

A personalized lateral narrative and positioning strategy tailored to your background

Cold email templates and a step-by-step outreach plan to connect with bankers at top firms

Interview prep and mock networking conversations tailored to your target firms


Additional details

Coaching delivered via live sessions.

Refund Policy

Services included:

Skill Building

Investment Banking Strategy


Justin V.

Offered by Justin V.

Joined April 2026

5.0

Goldman TMT Analyst Who Broke In Without a Finance Degree

I broke into Goldman Sachs investment banking without a finance degree. Here's how I did it. I started in biotech investor relations at one of the most active boutique IR firms in the country, advising on some of the busiest biotech IPOs during the record breaking 2020 boom year. From there I moved to Wells Fargo Securities investment banking in the REGAL group covering Real Estate, Gaming and Lodging. I worked on landmark deals including Aristocrat's $3.7B acquisition of Playtech and MGM's $3.9B sale of CityCenter, advising institutional clients like Blackstone, VICI Properties, Red Rock Resorts and Bally's. Then I lateraled to Goldman Sachs TMT and Consumer where I was exclusive buy-side advisor on Amazon's $3.9B acquisition of One Medical and Amazon's $1.7B acquisition of iRobot. I also worked on transactions for Nike, Starbucks and Nordstrom. I help two types of people. First, non-traditional candidates including non-finance majors, non-target school students and career switchers who feel like the door is closed. I got in without a finance degree and I know exactly how to position your story to get past the gatekeepers. Second, analysts at regional or middle market banks who want to lateral up to Goldman, Morgan Stanley or top boutiques. I made that exact move and I know what it takes on both sides of the table. If you think your background disqualifies you, it probably does not. Mine almost did and I found a way through anyway.

Coaches professionally

Experience level: Associate

10+ people coached for Investment Banking

$436.50

3h of coaching

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