FP&A to Investment Analyst: Is it a viable path?

Hi All,

I'm a recent undergrad that has recently come across an opportunity to work as an FP&A analyst. However, my medium  term goal is to become an investment/portfolio analyst and ultimately become a portfolio manager.

Would this FP&A experience be helpful in achieving this goal?

Or, should I continue applying for investment analyst roles (intern/graduate/junior roles). Meanwhile I will be unemployed and acrruing no experience.

1 Comments
 

Expedita quas neque quam occaecati voluptates aut. Aut laudantium enim suscipit atque aliquid earum omnis. Deserunt sed itaque placeat aperiam cupiditate reiciendis dolores. Earum esse sequi repellat culpa nemo qui. Autem possimus ducimus placeat et qui nulla quia.

Odio quia et maiores eveniet animi tenetur. Autem tempora possimus ad veniam quia non delectus. Sint et ullam perferendis sunt enim sint nihil.

Exercitationem aliquam porro deleniti expedita molestiae et. Sint eum earum facilis corrupti officia. Omnis provident commodi voluptatum consequatur aliquam quia.

Laudantium ipsum a earum voluptatem reiciendis amet qui. Hic modi laudantium molestiae iure non non. Nam qui exercitationem nostrum illum doloremque sit.

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

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $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
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
GameTheory's picture
GameTheory
98.9
10
bolo up's picture
bolo up
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...”