Breaking into IB

Hey guys. Quick question. What advice do y’all have for moving from Fund Accounting into IB? Looking specifically at M&A or Equities Trading. 
 

Background: I’m 27 and I’m currently the main fund accountant for a GP in Commercial Real Estate. I handle pretty much everything except deal sourcing. I do look over all the deals and check the models and convey them to my boss, the principal. I have experience in modeling and a decent amount of accounting experience now. I know it won’t be easy, and I realize there are other paths available to me, but what advice would anyone have for me in this situation?

Considering beefing up my modeling skills with a NYIF course, or potentially getting an MBA if I need to. Thanks guys.

1 Comments
 

Dolore sint voluptatem est beatae explicabo. Veniam est quod temporibus eum id et voluptas. Ad aperiam neque sit cum ad molestias.

Reprehenderit esse alias temporibus maiores excepturi. Quam rerum nulla sint cupiditate quia tempora. Dolores quis recusandae est et officiis praesentium.

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

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 (53) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (27) $183
  • 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

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...”