Net Worth Megathread - All Industries - 2024

Follow the format below, using a fake example:

Age/YoE: 30/8

Location: NYC

Industry/Career Path: 2Y EB IB -> 6Y UMM PE

Investment Style: 40% Stocks (Global Developed + Emerging ETFs), 30% Rental Properties (Multifamily), 20% Co-Invest, 10% T Bills (Laddered)

Net Worth (Excl. Primary Residence): $3.5MM 

One-Off Events: $1.8MM Inheritance (Uncle), College Startup Acquired ($800K Incl. Earnout)

I'll start.

Age/YoE: 36/15

Location: NYC

Industry/Career Path: 3Y EB IB (CVP) -> 8Y MM HF Analyst (Industrials and TMT) -> 4Y MM HF PM (Industrials)

Investment Style: 60% Stocks (25% Global Diversified ETFs, 75% TQQQ), 40% Alternatives (PE/HF/VC/GE/Managed Futures/whatever OCIO invests in)

Net Worth (Excl. Primary Residence): $240MM 

One-Off Events: Inheritance (Grandfather - $45MM, Great Uncle - $13MM), Trust Fund Unlocked At 25 ($105MM)

 

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Career Advancement Opportunities

September 2024 Investment Banking

  • Perella Weinberg Partners 25 99.5%
  • Harris Williams & Co. 27 98.9%
  • Jefferies & Company No 98.4%
  • Lazard Freres 02 97.9%
  • JPMorgan Chase 04 97.3%

Overall Employee Satisfaction

September 2024 Investment Banking

  • Harris Williams & Co. 19 99.5%
  • JPMorgan Chase 11 98.9%
  • Moelis & Company 01 98.4%
  • William Blair 03 97.8%
  • Morgan Stanley 07 97.3%

Professional Growth Opportunities

September 2024 Investment Banking

  • Lazard Freres 01 99.5%
  • Perella Weinberg Partners 13 98.9%
  • Jefferies & Company 01 98.4%
  • JPMorgan Chase 06 97.9%
  • Moelis & Company 07 97.3%

Total Avg Compensation

September 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (23) $378
  • Associates (104) $260
  • 3rd+ Year Analyst (15) $179
  • 2nd Year Analyst (73) $169
  • Intern/Summer Associate (34) $167
  • 1st Year Analyst (221) $159
  • Intern/Summer Analyst (161) $101
notes
16 IB Interviews Notes

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