What job is a step closer to AM from 3 years commercial banking experience?

I've been working commercial banking (mostly CRE deals) for the past 3 years in a mid-size Western city and want to move onto to something else that will move my closer to my goal of buy-side investor. Ultimate goal is fundamental research nano-mid cap equities at AM or Long/short HF. I've been networking like crazy for 6 months, have literally reviewed the 10-k's of every single financial sector and tech sector exchange traded stock in the US to develop a very strong investment pitch, I currently run a small family/friends fund with real money and report every year for the past 3 years. I'm constantly reading books suggested by Columbia Business School's value program, listening to podcasts, and planning to take the CFA Level 1 in February. I say this to say that I'm doing everything else to break in.

Until I land a job in AM, what is a job that is a good stepping stone between AM and commercial banking? I've been looking at Institutional Consultants, smaller Pensions/Endowments with exposure to equity funds. How about PWM? What other analyst jobs give me a better transferable skill set and story to make the transition pre-MBA?

1 Comments
 

Et voluptatem error eum repellendus consequatur odio nemo. Non consequuntur voluptatem accusamus vitae et voluptatem.

Sunt error eaque quisquam reiciendis eveniet voluptatem quidem. Quis quo alias ratione est non. Voluptatem laudantium nihil libero quidem quam facere non maiores.

Tempore vitae repudiandae vel quaerat. Error voluptas omnis autem deserunt. Fugit aut nostrum ex praesentium. Doloremque ratione consectetur quos ut repellendus officia. Iure eligendi explicabo beatae architecto consequuntur accusamus voluptatem. Dicta adipisci quasi quas in.

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

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $150
  • Intern/Summer Analyst (73) $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
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
dosk17's picture
dosk17
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
CompBanker's picture
CompBanker
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...”