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The Coffee Chat by Adventis
Adventis
30 episodes
1 week ago
The Coffee Chat Podcast by Adventis is a podcast for finance students looking to learn the ins and outs of the finance industry. We speak to students and professionals to share advice and answer the questions you have about getting an internship or full-time role in finance. For more information about how Adventis can help you further your finance career, or to appear on The Coffee Chat podcast, please visit https://adventiscg.com.
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All content for The Coffee Chat by Adventis is the property of Adventis and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
The Coffee Chat Podcast by Adventis is a podcast for finance students looking to learn the ins and outs of the finance industry. We speak to students and professionals to share advice and answer the questions you have about getting an internship or full-time role in finance. For more information about how Adventis can help you further your finance career, or to appear on The Coffee Chat podcast, please visit https://adventiscg.com.
Show more...
Careers
Business
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Ep. 25 - Leaving Accounting for Investment Banking
The Coffee Chat by Adventis
1 hour 18 minutes 27 seconds
3 months ago
Ep. 25 - Leaving Accounting for Investment Banking

In this episode of The Coffee Chat Podcast, we speak to Michael Rose who began his academic career with aspirations of becoming a CPA, only to discover his passion for investment banking. From navigating Miami University’s strong accounting network to seeking out the challenge of breaking into banking, he shares how joining finance clubs, building technical skills, and learning the art of networking reshaped his career goals. This candid conversation explores the grind of preparation, the importance of mentorship, and strategies for standing out during recruitment and internships. Whether you’re a student exploring finance or a professional reflecting on your early career, this story offers insights into chasing a more challenging path.Chapters:0:00 – Choosing Miami University1:05 – Rethinking the CPA Path2:41 – Banking Club Inspiration4:14 – Exploring Finance Careers7:10 – Meet the Firms Event8:46 – Why Banking is Harder to Break Into11:17 – Networking Struggles & Strategies21:09 – Relationship-Building Tactics28:55 – Balancing Technical Prep and Networking31:25 – Target Firms & Preferences37:12 – Internship Success Strategies44:52 – Taking Initiative at Work50:07 – Knowing When to Ask Questions57:57 – Standing Out in Interviews59:35 – Storytelling in Interviews1:09:17 – The Lawn Mowing Business DCF1:10:54 – Preparing for the Junior Summer Internship

The Coffee Chat by Adventis
The Coffee Chat Podcast by Adventis is a podcast for finance students looking to learn the ins and outs of the finance industry. We speak to students and professionals to share advice and answer the questions you have about getting an internship or full-time role in finance. For more information about how Adventis can help you further your finance career, or to appear on The Coffee Chat podcast, please visit https://adventiscg.com.