Path to Investment Management

Hey guys I was hoping to get some opinions on the best way to eventually get into investment management. I started in audit at a Big 4 and transferred into business valuation. I've been in business valuation for a year and a half now. I'm a CPA and CFA level 3 candidate.

I've been trying to get a research associate position, but I've only seen two research associate positions in my area posted online in the last few months. I currently have some interviews at boutique investment banks and was curious if my best path to eventually going into investment management would be to take an ibanking job or to stick it out in business valuation for another year and get an MBA.

Thanks very much

1 Comments
 

Eaque ad error velit optio voluptatibus voluptatibus. Asperiores voluptas sunt molestiae placeat quam laboriosam aliquam eos. Rerum eius numquam adipisci et exercitationem. Et inventore corporis voluptatem molestiae sed nam et occaecati. Ea et culpa quia.

Aut eligendi sed aliquam dolorem est ut ab. Soluta nihil et aperiam. Voluptatem velit inventore culpa nulla vero.

Quis quidem nostrum iusto. Non at tenetur provident sequi voluptatem eum. Est iusto molestias neque dolorem veritatis pariatur voluptatum.

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
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
Betsy Massar's picture
Betsy Massar
98.9
6
CompBanker's picture
CompBanker
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
98.9
10
Linda Abraham's picture
Linda Abraham
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...”