The Lateral Playbook: Break Into a Top Investment Bank

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