AM to IB

Looking for any advice on going from asset management to IB. 2.5 of AM experience working for a large broker dealer and now a smaller RIA. I always have wanted IB, but graduating from a non-target school limited my options.

6,068 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '25 Nov 2026 Cohort

5.00/5

Investment Banking Career Roadmap (optional)

“Benjamin gave me a clear, honest roadmap for breaking into investment banking. We worked through where my current role and MSc fit, which banks and seats to target first, and what to prioritise over the next few months. Benjamin asked sharp questions about my background and was straight with me on realistic timelines and what banks look for in someone coming from outside the industry. Every part of the call was useful. I left with a plan I can act on right away. I'd recommend Benjamin to anyone.”

Class of '28 Sep 2026 Cohort

4.70/5

Investment Banking Why [Industry] Review

“Andre was kind and very insightful with my upcoming interview with HR for Evercore, particularly what kind of questions should come up and how to tailor your answers to be unique and really stand out amongst the crowd. Ultimately, I think he helped me prep a lot with clear next steps on what to research. ”

See All 11,255 WSO Academy Reviews

1 Comments

WSO Monkey Bot

O

7y

Nam molestiae sunt earum beatae totam. Delectus quos quia voluptas provident iure quia placeat. Sed veritatis culpa repudiandae et eius minus quia. Optio et molestias eos hic quas commodi qui aliquid. Ex animi vel eum quae qui. Sequi ut est natus dolore. Possimus nihil ad ut quo modi eius.

Placeat aut eos omnis vel est. Sit consequatur distinctio quae libero quae. Eum ut enim inventore sequi numquam consequatur sit. Totam officia corrupti amet natus. Omnis amet voluptas velit vitae praesentium tenetur vel maiores.

Reply

Quote

Report

Other

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

Trending Content - Investment Banking Forum

+149	Why do JEF bankers always think they’re EB?	53	23h
+71	"Corporate & Investment Banking" Analyst - Why?	40	2d
+68	Is my MD a grifter? 16 years, 8 firms	28	1d
+49	MS / GS IBD ACs London interview processes run by nationality?	44	5h
+45	Moat of modelling in PE/Finance completely vanished;	17	51m
+41	Article: UBS Wall Street Rebuild Is a Study in Management Failure	7	6d
+34	Want to join investment banking; is it too late/is my background unacceptable?	28	1d
+34	Think I'm fucking up my analyst years	12	27m
+28	Ambitious CC Student trying to break into IB	12	1d
+27	Big 4 M&A vs. Lincoln Portfolio Valuations	6	18h

Career Resources

1	redever	99.2
2	kanon	99.0
3	Secyh62	99.0
4	BankonBanking	99.0
5	GameTheory	98.9
6	CompBanker	98.9
7	dosk17	98.9
8	DrApeman	98.9
9	Betsy Massar	98.9
10	Kenny_Powers_CFA	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

AM to IB

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

AM to IB

See All Comments - 100% Free

Trending Content - Investment Banking Forum