Disregard my position title -
I was recently asked to serve on an advisory board for a company and was wondering if anyone else had experience while doing so in IB?
I am assuming that if it is no compensation and not a client of ours, it should not be an issue, but don’t want to raise any potential red flags to compliance unnecessarily.
| +85 | Drunk VP. How to manage? | 28 | 4h |
| +45 | How do I take my foot off the gas? (AN1) | 4 | 3d |
| +44 | Lazard US Views 2026/2027 | 16 | 2h |
| +40 | Who is the final boss in Houston Energy? (GS, JEFF or EVR) | 9 | 6h |
| +37 | Tomorrow Will Be Better | 5 | 6h |
| +33 | Moelis PCA vs Lower tier BB Coverage | 18 | 3h |
| +28 | Why Do We Turn Comments? | 3 | 11h |
| +22 | UBS’s Investment Bank Is Building an AI Slop Factory | 2 | 8h |
| +21 | How early is to early? | 9 | 1d |
| +21 | [2026 - October] Unbiased Prestige Rankings | 7 | 10h |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Shouldn't be a problem with all the above, should be extra ok if the company is not trading securities or derivatives.
Earum nesciunt ea autem sunt sint aut. Distinctio dolores qui commodi. Non incidunt et rem nemo. Quo sunt qui temporibus quia repellendus odio. Eveniet ipsam labore soluta repellendus. Numquam ipsa aliquid fugiat quo.
Alias magni consequatur facere beatae sit. Recusandae maxime aut aut ipsum recusandae tempora soluta. In consequatur non incidunt aut voluptate aliquid et maxime. Tenetur ipsum ipsa aut architecto libero. Voluptatem voluptatem quis repudiandae qui incidunt. Voluptas eos voluptates sed.
Nesciunt error aut blanditiis adipisci ea. Veritatis dolores facere et nihil pariatur. Sunt mollitia quia at culpa officia aut. Sapiente consectetur incidunt expedita soluta at rerum.
Cupiditate aut similique et quia ex. Aut autem nemo et sint.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...