HELP: Performance Analyst or Stay at Boutique RIA as an Investment Analyst?

Been working at a boutique wealth management shop as an investment analyst for about 2 years. I have a lot of automony in this role but the scope of learning is a bit limited given there is only the CIO and myself.

Got offered an opportunity as a performance analyst from an institutional manager (think T. Rowe, PIMCO, TCW, Cap Group). What do you guys think of a move to a bigger firm if compensation is not a problem?

My boss thinks its an absolute mistake at this point in my career. My end goal is multi-asset portfolio construction (either retail or institutional).

Curious if you'd go for a role like this and why. Im also only 24 so feel like if im going to make a move, now is better than later.

1 Comments
 

Perspiciatis repellat recusandae et nobis consequatur. Ipsum maxime et voluptatum ad occaecati quam. Neque veritatis dolorum assumenda eum ex a.

Nisi enim dolorem minima ea eum. Et porro incidunt earum sint nihil accusantium. Et ipsa ab aut et culpa reiciendis qui. Ea dignissimos placeat temporibus odit. Voluptatem qui vitae in aliquid nihil ipsam.

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

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (47) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (74) $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
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
dosk17's picture
dosk17
98.9
6
CompBanker's picture
CompBanker
98.9
7
GameTheory's picture
GameTheory
98.9
8
DrApeman's picture
DrApeman
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Jamoldo's picture
Jamoldo
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...”