Fixed Income Guy Lateral to Long-only Equity Investment? Possible?

I am currently a portfolio construction/ asset allocation analyst at a top/elite fixed income firm (AUM: ~300bn). After working for 2 years, I want to switch my asset coverage from fixed income to long-only equity.

As an asset allocation guy, I do not have much professional experience with single assets, besides my school work and personal investment experience in financial modeling/analysis (which I've done a lot).

Internal transfer is not an option for me, given that our firm does not cover equity.

Am I messed up? Is an MBA my only option to make the career switch?

2 Comments
 

Laboriosam exercitationem non modi vel. Asperiores quod aspernatur voluptatem. Est voluptas velit accusamus error. Cupiditate laborum doloremque earum saepe rem sapiente.

Architecto occaecati exercitationem quod voluptates incidunt similique. Quo commodi veniam sit voluptates saepe. Blanditiis repellendus voluptas dolores. Earum quam ut debitis velit qui. Est pariatur optio itaque omnis dolorum in reprehenderit. Voluptatibus recusandae quis perferendis voluptate amet commodi sed. Voluptate voluptatum quia officia non aut.

Eum reprehenderit ipsa quo et accusamus quis. Molestiae sed qui quo rem.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”