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Buy-side (Finance)
Buy-side (Finance)
Harvard to Blackstone & Bain Capital: How a History Major Secured Triple Finance Offers
From a History major to landing Investment Banking and Private Equity offers, discover how OSG mentorship helped bridge the gap and master finance technical skills.
Published on
April 24, 2026
7
min read

If you feel like you're starting late, that your background doesn't fit the mold, or that luck is never on your side—I've been there. I was a "9-to-9" boarding school student at Peddie, which technically put me a year "behind" my peers. I didn't seriously look at finance or consider Investment Banking until my sophomore year at Harvard. And in the dead of winter during my junior year, a visa crisis nearly exiled me to the other side of the globe.
In the high-stakes world of finance recruiting, the battle is won by those who can master the controllable variables in an uncontrollable environment.
Brian's success highlights a growing trend in 2026 recruiting: the 'Hidden Job Market'. For international students, technical excellence is the baseline, but the ability to navigate complex visa logistics while maintaining high-quality networking and strategic Coffee Chats is what separates the offers from the rejections. ——OSG Expert Analysis
How a History Major Cracked IB Recruiting
When I first stepped onto Harvard's campus as an International Student, I naively assumed that the "Harvard" name on my resume would be a golden ticket to Investment Banking on Wall Street.
I was a History and Applied Math major. My interest in finance was academic, not tactical. Last year, I went into the recruiting cycle with a resume filled with campus consulting clubs. And started my IB recruiting journey with several Bulge Bracket networking calls. I realized then that prestige is not a finish line in IB recruiting.
Gain Investment Banking Insights
I discovered OSG through friends at Northwestern and Princeton. To my shock, three of my Harvard classmates had already secured top-tier Investment Banking offers through OSG's guidance while I was still struggling in the dark. In this industry, Information Asymmetry is the silent killer.
I joined OSG mentorship in August, with less than six months until the peak of the cycle. My lead mentors, Bob and Paul, became my "Command Center." Bob's first order was blunt: "Forget everything you think you know about finance." We built a rigorous technical interview prep roadmap. We moved from the three financial statements to DCF models, and eventually to LBO modeling—the very topic that would later decide my fate in a high-pressure screening with BofA.

What surprised me was the intellectual bridge between my studies and finance. Analyzing a complex LBO felt remarkably like deconstructing Virgil's Aeneid in the original Latin. Each line of code or ancient verse was a puzzle; once decoded, it revealed a larger narrative of history and economics.
Overcoming Visa Challenges
While I was refining my technical skills, an uncontrollable "Black Swan" struck: my visa status. Due to a gap semester, I was informed that I had to leave the U.S. within 15 days. I found myself facing an indefinite wait for a tourist visa amidst a government backlog on a plane back to Shanghai.
This is the reality of International Student Recruiting. Suddenly, I was 13 hours ahead of Boston. My "office" was my bedroom in Shanghai, and my workday began at midnight. I was conducting virtual interviewing sessions and remote networking calls at 3:00 AM, battling exhaustion while trying to sound sharp and energetic.

In those dark hours, the advice from OSG mentors kept me grounded: "Control the controllables." Even from the other side of the ocean, I could still master the technicals and perfect my narrative.
Securing Blackstone & Bain Capital Offers
Even with a BofA offer in hand, I didn't stop. I had my sights set on Private Equity roles. I secured final-round interviews (Superdays) at Blackstone (Real Estate Private Equity) and Bain Capital.
This was the true test of whether I could compete for elite Private Equity roles at all. From Bain Capital's investment case interviews to Blackstone's real estate deal discussions, every round demanded a different level of technical precision and composure under pressure. Before the first round, I had already completed seven intensive mock interviews with OSG mentors who had actually worked in Private Equity. We dissected everything from asset valuation and complex fund structures to the fast-paced investment case style interviews often seen in upper-middle-market Private Equity recruiting.
The drama peaked when the New York offices requested in-person interviews while I was still stuck in Shanghai due to administrative visa processing. Following my mentors' advice, I advocated for myself and successfully moved both Superdays to a virtual format.
It was a marathon of midnight sessions. I spent my days reviewing M&A case studies and my nights facing panels of four interviewers via Zoom. At 7:00 AM on a cold February morning, my phone rang.
"Brian, congratulations. This is an offer call."
Two separate calls within days of each other—one from Bain Capital, and another from Blackstone Real Estate Private Equity. I went from a "late bloomer" who didn't know an LBO from a DCF, to holding three of the most coveted offers in finance: Bain Capital, Blackstone, and BofA.
Conclusion
Looking back, OSG was more than a coaching service. They patch my weaknesses and turned them into weapons. If I had accessed this level of systematic career mentorship during my freshman year, I could have avoided the "information gap" that almost cost me my dream.
To those of you who feel like you're falling behind: I was a history major with no finance background and a visa crisis that should have ended my run. But in the battle of Ivy League recruiting, success goes to those who maximize the controllable variables when everything else is in chaos.
Hard work always finds an echo. Let OSG help you find yours.
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Book Your Free Session →Frequently Asked Questions
Yes. Prestige alone is not enough, but a humanities background can become an advantage. Analyzing an LBO can feel similar to deconstructing Latin texts—both reward structured thinking. Success requires technical preparation, a focused recruiting roadmap, and mastering controllable variables in a competitive cycle.
Control the controllables. Conduct virtual interviews and remote networking calls even across time zones, including midnight or 3 AM sessions. Advocate to convert in-person Superdays to virtual formats when visa processing creates delays, and continue refining technicals and narrative regardless of location.
OSG builds a technical interview prep roadmap covering three financial statements, DCF models, and LBO modeling. It pairs candidates with mentors from Private Equity firms, conducts intensive mock interviews for Superdays at firms like Bain Capital and Blackstone, and helps navigate visa-related recruiting logistics.







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