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
 

Occaecati iste ipsum eius corrupti eligendi ut. Nihil reprehenderit adipisci reprehenderit mollitia cupiditate corrupti. Numquam velit ut beatae quos. Deserunt placeat laboriosam vel suscipit.

Et nulla ut blanditiis culpa ut expedita. Incidunt vitae veniam voluptas accusamus et sint. Accusamus quia officiis dolore sed sapiente quas. Sed et minima eum est esse ipsum id. Quia voluptatem excepturi voluptas similique. Ratione ea eum dignissimos.

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

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.9%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 03 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (53) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (15) $159
  • 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
dosk17's picture
dosk17
98.9
6
CompBanker's picture
CompBanker
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
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...”