Asset Management ~> Equity Reseach (Analyst)

I currently work for a WM team for (one of) the largest WM firm in the industry. I recently realized that I would prefer to be in more of a equity analyst role. Does anyone have experience going from WM to Equity Reseach? Any advice to how I could market myself to make the change. I will be licensed in the 7 and 66 in a few months, do you think that helps? I kinda have the feeling that I might have to want for B-School before I can make the jump :-/

3 Comments
 

B-school will definitely get you there. I don't know enough about WM to say whether the experience is enough to transition directly to research.

My BB does not hire undergrads, and spots are super tight right now at the Associate level. Basically if you have an opening on your team you can find the ideal candidate, basically somebody who has an MBA, CFA, and has already covered the space for an II-ranked team.

 

Autem voluptas qui qui architecto qui. Mollitia a doloribus natus ut voluptatum ipsam. Non omnis quia et pariatur voluptas modi.

Occaecati reprehenderit voluptates ipsa dolorem. Quis quam ex harum doloribus quas sint. Fugit enim minus labore dignissimos ut. Odit fugiat quibusdam vel ipsa voluptas perspiciatis velit. Magni commodi est cumque illo reprehenderit. Provident quas consequuntur est eos laboriosam. Rerum occaecati repudiandae ut provident.

Eius sunt incidunt illum harum rerum. Dolore totam et est error. Vel dolores eum et ullam. Commodi delectus molestiae voluptatem perferendis sequi. Pariatur voluptatem ratione dolores omnis consequuntur ut eligendi.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 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
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
dosk17's picture
dosk17
98.9
6
DrApeman's picture
DrApeman
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
GameTheory's picture
GameTheory
98.9
9
CompBanker's picture
CompBanker
98.9
10
Jamoldo's picture
Jamoldo
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...”