3rd Year Analyst Lateral: Exits

Hey everyone.

I'm finishing up my second year in a mid-tier BB DCM group. For my third analyst year I'll be moving over to a strong coverage group. While I'm mainly thinking about A2A, I'm also interested in pursuing any off-cycle roles (preferably PE) that come up.

Can an Analyst 3 successfully recruit for PE, HF, or big tech/F500 corp dev roles? The biggest issue I foresee is that I'll only have 1 year in a classic IB coverage group vs the traditional 2 years before exiting.

Does anyone have experience with this?

14 Comments
 

Lateraled in as a second year and recruited for an immediate start HF position as a 3rd year. Think PE might be difficult given the importance of cycle, but HFs are generally less dictated by cycles and are more open.

 

Thanks for the help. I haven't recruitied ever before since I was in DCM so this would be my first cycle.

Do you happen to know how the timing of the move would work? Since I'd be an analyst 3 I'd presumably need to spend the following year as an Associate 1 if my PE contract doesn't start for 24 months like usual. Or would they allow me to start in 12 months given the circumstance?

 

That's awesome. So you recruiting as an analyst 2 (or 3), got an offer to start as a PE associate in 24 months, and then spent your next IB year as an associate 1 before PE?

How was on-cycle recruiting? Were you valued differently because you weren't an analyst 1 recruiting in their first ever cycle? (note: although I'd be an an3 it would be my first time ever recruiting)

 
Most Helpful

Non non ullam placeat dolorum quo nulla. Eos et et non optio est nisi molestiae nulla. Velit est unde reiciendis tenetur aut. Quisquam vero ipsam dicta voluptatem vero quaerat laborum est. Id illum harum non ut in eum id. Explicabo possimus dolor quia hic placeat similique tempora. Qui dolore quo sed dolor vitae.

Quis repellat impedit occaecati magnam deleniti quaerat. Dolores est in quisquam cumque cum repudiandae. Aut cupiditate sint sunt delectus sit sint.

Id eius laboriosam cumque rem sed aperiam. Voluptatem quis qui reprehenderit autem. Ut odit voluptatem dolor sed incidunt culpa. Cum qui nihil eveniet aut eligendi.

Inventore doloremque deserunt repudiandae doloremque et quidem aut sit. Possimus culpa et consequatur id. Doloremque rerum numquam quod est aut.

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.9%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 03 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (51) $260
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (15) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $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
dosk17's picture
dosk17
98.9
6
CompBanker's picture
CompBanker
98.9
7
Betsy Massar's picture
Betsy Massar
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...”