2024 standing of Houston laterals/exits to NY

What is the current perception of Houston to NY exits (either laterals within IB or PE/HF exits) going into 2024? I know many people did well with great exits to top MF and HF in NY coming from top shops in Houston but the heyday of O&G is behind us. What are the options for FT/SA at top Houston shops? 

Thanks 

5 Comments
 

Based on the most helpful WSO content, the perception of Houston to NY exits, either laterals within Investment Banking or PE/HF exits, is quite positive. Many individuals have successfully transitioned from top firms in Houston to top Mutual Funds and Hedge Funds in New York.

However, it's important to note that the landscape of the Oil & Gas industry, a significant sector in Houston, is changing. This could potentially impact the opportunities available.

As for Full Time/Summer Analyst positions at top Houston firms, they continue to be a strong starting point for a career in finance. They offer valuable experience and networking opportunities, which can be beneficial for future transitions, including those to New York firms.

Remember, the key to any successful transition is leveraging your experience, networking effectively, and demonstrating your value to potential employers. So, keep your skills sharp, your contacts warm, and your eyes on the prize!

Sources: Does everyone wants to leave Investment Banking after 2 years?, Houston Energy PE Exits to NYC, Best Houston Banks for Exit Opps?

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

Not sure where you heard many from houston landed MF roles in NYC.

every year, it was a handful. Covid made remote recruiting easier in 2020 / 2021

Some of those funds that used to take houston analysts no longer do as mandates changed to limit midstream / oil and gas investments. 

houston analysts are better off lateraling to NYC and recruiting once there. 

 
Most Helpful

Agree with above, most of the MF exits even back in the glory days were to O&G arms of the MFs. You do see a few rare exits to non-energy MF, but it's not common. Far easier from NY or most of the other regional offices.

Generally most exits are to energy or Texas-based shops.

If you want NY, will likely be something like an infra seat at a MF/large player, O&G PE (few MF/UMM are really in that space these days), commodity/energy HF etc. You could also interview for less traditional generalist seats in credit, secondaries etc but even in those areas, there is absolutely a bias against energy analysts when interviewing for non-energy seats, far more than someone from another unrelated coverage would face.

There are of course always exceptions, but a lot of the people you see on LinkedIn are either in energy seats and their title is not clear about it, or they landed something using personal connections. The average Houston analyst is not getting a significant number of non-energy, NY-based offers. You should start in NY (or lateral to NY) if that is your goal.

 

That is what I have been hearing as well. Do you think that a Houston to NY lateral is possible after the SA stint or is it better to wait a year or so and try and lateral then? 

 

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