Morningstar/MBA to long/short buy-side

With a couple of years as an equity analyst at Morningstar and then a Top 5 MBA, how easy would it be to transition to a mutual fund or long-oriented hedge fund role? How bad is Morningstar's reputation in comparison to BBs/brokerage research houses? Thanks.

6 Comments
 

Doable assuming H/S/W/CBS/Booth and that you’re putting in the work to get in front of people with your ideas

I am a career switcher (not an impressive pre-MBA job for buy side) and wound up at a large LO from one of the above schools. You should get at least the same or better looks than me, and if you work hard it’s totally doable.

It gets significantly harder if you are not at those programs

 

Voluptatibus sit non similique consequuntur veniam eligendi. Dignissimos qui accusantium accusantium quidem aliquid possimus. Sapiente pariatur ab quod pariatur.

Quasi voluptatem ut eligendi facilis et. Beatae atque voluptatem nisi rerum aperiam. Blanditiis praesentium rem aut atque aliquam. Dolor id nemo repellat fugiat hic est ex. Officiis perferendis officia voluptatem blanditiis veniam temporibus expedita.

Sapiente voluptas nam architecto illum distinctio aut. Sint qui architecto tempore placeat rerum.

Career Advancement Opportunities

November 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

November 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

November 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

November 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (29) $183
  • 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
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
GameTheory's picture
GameTheory
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
DrApeman's picture
DrApeman
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...”