Move from Corporate Finance to PE/HF Recommendations

All,

Curious as to your thoughts and path on how best to make a move from Corporate Finance to PE/HF. I'm not being challenged right now andor competing. I enjoy working directly with our CFO, CEO and BOD, but I feel as though I'm missing something. A few data points are as follows: 28yrs-old, Director of FP&A and Stratregy at publicly traded company, MS in FE and ~70hrs a week. (Oddly, would like to stay away from Python/Quant jobs)

Appreciate any recommendations and advice.

2 Comments
 

Hi sigmahatsquared, any of these threads helpful:

  • Moving from finance to consulting more helpful to do M&A instead of ECM. Recommended Reading Switching from Banking to Consulting Why ... Would Anyone Go Into Consulting Switching from IB to Consulting IB to Consulting Consulting finance ... group if you wanna consider consulting later on? How to Switch from
  • Career Move- Corp to PE/HF in "late" life stage there pretty much my whole life, but I moved to the US last summer. My experience is basically 6-7 years ... I moved into the US and just now received my work permit. I would like to take this opportunity to move ... move into the industry. What do you guys think, feasible? If so, what would you do to try this? I have ...
  • Rule of thumb to calculate bond price change from IR move rate move? For example, if the 10-yr yield goes from 1.75% to 1.00%, is there a quick way to find the ... Is there a quick rule of thumb to calculate the change in value of a bond based on an interest ... new price based on current price and relative interest rate move? TIA Bond ...
  • Advice Needed: How to Switch from Equity Research to Corporate Finance they switched to corporate finance, my firm is paying below the market, so a switch to corporate ... to corporate finance. In addition to the fact that my firm is struggling to compete and the analysts ... college) Perception that corporate finance is a step
  • Career change from Public Accounting to Finance, advice? Hi all, this is my first thread. Really need some advice on a career change from accounting to ... fresh from finance department as jr. 2. get a job in accounting department then transfer to FP&A. ... finance. Please help.:)) Here's a little background about myself. M.A. (Economics) from top 30 ...
  • Help!- Hoping to switch to F500 Corp Finance from a possible pigeonhole! experience in the F500 corporate finance route is why I would love to make the switch to that route if ... my MBA and then possibly transition to consulting or possibly even IB. From what I read, I don't ... Internal Audit f500 corporate finance ...
  • Value of PT MBA for Moving from Accounting to FP&A? help if I wanted to move from accounting to traditional corporate finance (think FP&A, not IB ... it's that hard of a sell to request this type of switch and if the MBA can lend credence to this move ... financial reporting/controls for the entirety of my career and want to move into
  • More suggestions...

If those topics were completely useless, don't blame me, blame my programmers...

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

Placeat perferendis voluptas non ut. Ut voluptas quibusdam et pariatur et. Vel ipsum ipsam corrupti iure et. Pariatur et quaerat veniam perferendis dolores nam quia laudantium. Ut accusamus est eum eum doloribus aspernatur. Voluptate consectetur et quis quia eos.

Blanditiis sint est fuga temporibus dignissimos. Odit qui laboriosam quidem est sint inventore. Dolores consequuntur reprehenderit ab ipsum voluptatem id. Ab nobis velit ut modi sed ab.

Sunt dolorem id architecto facilis. Iure voluptas amet illo et praesentium qui magnam fugiat. Dolorem itaque libero quo nesciunt a ratione nesciunt. Consequatur laboriosam incidunt beatae sit quo. Impedit officiis et fuga molestias consequatur.

Officiis explicabo excepturi reiciendis consequatur dolores eius. Distinctio placeat minus fugiat asperiores libero magni. Illo dolores qui autem natus. Excepturi veniam iusto cumque sint.

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 (77) $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
Betsy Massar's picture
Betsy Massar
98.9
6
DrApeman's picture
DrApeman
98.9
7
GameTheory's picture
GameTheory
98.9
8
CompBanker's picture
CompBanker
98.9
9
dosk17's picture
dosk17
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...”