Besides investment pitches, what skills should I work on to try and move from PE BD to a HF?

Currently at a MM PE fund with decent pedigree - $1B+ AUM, Founder is a former MF director, notable HF/PE founders as LPs, long-term hold periods with a tech focus. Role I'd say is 75/25 BD/execution. I've enjoyed the learning opportunity but realized that I would much rather spend time going deeper on an interesting company than managing processes with bankers/cold outreach and calls most of the time. My goal is to end up at a fund focusing on tech, preferably one that takes a long-term view on their positions vs one that's trading in and out throughout the year. Beyond polishing my pitch write up/presentation skills, what are other areas I should focus on improving to maximize my chances? 

2 Comments
 

Ea velit est ut sunt. Consequuntur error voluptatem cupiditate et aut. Voluptatibus necessitatibus similique necessitatibus est aut suscipit. Voluptas eveniet et amet id. Alias et non quia sed. Sunt reiciendis quibusdam recusandae qui minima mollitia dolores.

Career Advancement Opportunities

August 2026 Hedge Fund

  • Point72 99.0%
  • D.E. Shaw 98.0%
  • Citadel Investment Group 97.0%
  • AQR Capital Management 96.0%
  • Magnetar Capital 95.0%

Overall Employee Satisfaction

August 2026 Hedge Fund

  • Magnetar Capital 99.0%
  • D.E. Shaw 98.0%
  • Blackstone Group 97.0%
  • Citadel Investment Group 96.0%
  • Two Sigma Investments 94.9%

Professional Growth Opportunities

August 2026 Hedge Fund

  • AQR Capital Management 99.0%
  • Point72 98.0%
  • D.E. Shaw 97.1%
  • Citadel Investment Group 96.1%
  • Magnetar Capital 95.1%

Total Avg Compensation

August 2026 Hedge Fund

  • Portfolio Manager (9) $1,648
  • Vice President (27) $464
  • Director/MD (11) $372
  • NA (9) $320
  • Engineer/Quant (83) $287
  • 3rd+ Year Associate (26) $284
  • Manager (4) $282
  • 2nd Year Associate (32) $253
  • 1st Year Associate (76) $193
  • Analysts (234) $178
  • Intern/Summer Associate (29) $145
  • Junior Trader (5) $102
  • Intern/Summer Analyst (276) $95
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
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
CompBanker's picture
CompBanker
98.9
10
numi's picture
numi
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...”