Advice for a senior who recently decided to puruse IB

Hello all, I'm a senior at a top U.S. school, think Harvard, Yale, Stanford, studying liberal arts and minoring in math. For the longest time I wanted to be a teacher, but that recently changed. I'm cramming for these technical interviews by going over the 400 questions, speaking with alumni from my school, and cold-emailing middle market investment banks. I'm worried that come January or February these firms won't be hiring new grads anymore. Your advice on my position would be greatly appreciated. I'm not sure if I'm too late to the game, and I should prioritize wealth management, or something similar, and work for a year to then switch to IB. Thank you for reading. 

20 Comments
 

Imo your best bet is to delay grad by a year/semester. Try to find something IB-related for this summer (I see summer analyst listings at some MMs and balance sheet banks pop up every few weeks) or something in finance, then do full-time recruiting next fall. Shouldn't be super hard given your school. This is probably your most straightforward way to get into IB since it's very late in the game for full-time hiring, plus I know of a few people who did BB/EB this summer that didn't get return offers and are still looking for something FT

 

Thank you for your comment. That is a pathway I hadn't considered. So I would not go to school in the spring, and try to find a spring and summer gig or just summer? And then return in the fall for one semester? 

 

You could do that, or just add a minor so you'll have a reason to explain why you delayed grad for a year/quarter. If you could find something in IB or PE for the spring that would be great, which you'd probably have to find at a smaller boutique place where there are alums, and there isn't much time to plan for something like that now. 

Most notable MM 2025 IB SA positions are done recruiting, so for summer 2025, you'd also probably be looking to work at a smaller boutique as well. 

 

I'm also not sure what the timeline is for getting summer analyst roles at a MM. Would I still be able to in the new year for summer 2025? Or should I be grinding out applications and cold-emails now? I'm currently studying hard, so I don't think I would pass the technicals for at least 2-4 weeks. 

 
[Comment removed by mod team]
 

Not too late to the game.

Small boutique IBs may offer a near-term path given the timing. If you have connections into small boutiques, start with those connections and see what they say. You'll need to explain why you've made this decision and why now. You could lateral to a bigger IB after a year if you decide to.

Sounds like teaching is out of the question, but in the event it's still something you might do, just know that I've seen folks spend a few years teaching and then transition to IB. Have seen a number of folks who spent time with charter schools, Teach for America, etc. for a few years, get into an MBA program, and use the MBA to get a summer associate role at large IBs.

 

Thank you, that’s good advice. It’s also good to know that teachers have made the switch. Would it not look bad to a bigger investment bank that I only stayed a year with my first one? Would I need a reference from my previous employer? Obviously, I’m not yet sure how this industry operates.

 

Will look bad/questionable to some if you lateral after one year with a firm, but it's become fairly common. And the folks in the bigger IB will know that as an analyst you're looking to lateral after one year for better pay, expanded skill-set, bigger deals, more diverse deals, etc. The IBs you interview with for lateral roles may indeed ask for references, but they'll also understand if you choose to provide references from other work experience outside of the current employer. That said, some might back-channel with your existing bank (i.e., without you knowing that they're talking to your current employer) to see how you're doing there. But usually, a strong IB interviewer can tell if you're good based on your work experience and how you conduct yourself during the interviews. One other thing to keep in mind is that if you join a boutique, you'll probably have colleagues who end up leaving the bank before you do - if they see your work during the overlapping time spent at the boutique, then they can be good references (and they're no longer working at your firm, though they might tell others in the firm that you're looking).

 

Odit sit est nobis doloremque. Quo iste ea modi in. Sit vel autem officia eligendi maiores.

Voluptatem deserunt in dignissimos fugit enim possimus modi. Ea assumenda similique officia ullam molestias qui architecto. Reprehenderit sed autem dolorem ratione vero.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan No 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $150
  • Intern/Summer Analyst (73) $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
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
CompBanker's picture
CompBanker
98.9
9
Betsy Massar's picture
Betsy Massar
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...”