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| +38 | Strategy to asset allocation | 10 | 3w |
| +36 | Q&A | Research Associate, Long-Only | (0 years in DCM/IB/consulting) | 12 | 2d |
| +17 | Working for Endowment? | 8 | 2w |
| +14 | Early career insurance AM - should I just thug it out? | 3 | 1w |
| +8 | Bridgepoint Acq Kayne Anderson RE | 2 | 2w |
| +7 | CPP Early Investor Program (Summer 2027) Check | 5 | 5d |
| +6 | Goldman Sachs Operations? | 1 | 2w |
| +6 | MBB to Banking Career | 1 | 2w |
| 0 | BlackRock increasing SA comp? | 3 | 1w |
Career Resources
Based on the most helpful WSO content, here are some insights regarding your situation:
Switching Roles within the Same Company:
Developing Investment Skills:
Long-Term Career Path:
Exit Opportunities:
In summary, while transitioning to an investment-driven role from a relationship associate position can be challenging, leveraging internal opportunities, developing relevant skills, and networking within your company can increase your chances of making the switch. If internal mobility is limited, consider gaining investment experience elsewhere and then returning to a similar role.
Sources: Direct Invest to FoF/Co-Invest?, Confused about my career..., Fork in the road: Career path in Asset Management, https://www.wallstreetoasis.com/forum/asset-management/could-use-some-insight-on-careers-in-asset-management?customgpt=1, Should I leave IB for my girlfriend, who I want to marry and have a family with?
Kid wtf is a “PB”?
Private bank
I worked in PB before at a BB, and would definitely advise NOT to return if you want to become a portfolio manager one day.
This is a client relationship industry, not investments related. Unless you are working on the solutions desk then maybe, but if you are working as an investments or banker guy, do NOT, i repeat, do NOT take this role no matter how much they pay you. It will be hard to pivot.
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