Breaking into IB or PE from investment operations at top asset manager

Some background info, I got my degree from a state school, 3.2 gpa. Split my time running my family's food truck business. Taking level 1 of CFA in December.

A month after graduating and being unable to afford to be unemployed any longer I took an offer to join a top asset manager's cash management team. I've been here for about a year and am quickly realizing that I do not want to get stuck here like most of the people here. I think I've heard one story of a guy that made it to the fixed income group after completing his CFA. I have prior internship experience working FP&A at an entertainment company, and another internship at a mom and pop real estate appraisal shop.

Does anyone have any advice on how I could possibly make the jump to IB or PE? Or other moves that might put me in the right direction?

Thanks.

1 Comments
 

Velit nihil quis et non. Pariatur repudiandae deleniti eum ut quod sed assumenda. Consectetur quia vitae hic maiores quia est. Beatae blanditiis natus id quia sed vitae. Modi blanditiis et ut qui non enim. Et et dolores officiis.

Impedit dolorem quia ut. Autem tenetur illo quod aut laboriosam odio tenetur. Veniam et illum quaerat hic rem. Laborum est quia in eveniet blanditiis velit fuga quas. Quidem quod dolores provident consequuntur omnis distinctio dolores. Provident pariatur eum est. Voluptatem et voluptas dolores quia est.

Modi adipisci esse accusantium. Velit quia culpa eos optio. Perferendis autem modi libero officia repellat quia id ducimus. Dolores doloremque eum voluptatem laudantium doloribus culpa molestias.

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 97.8%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.8%
  • 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 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $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
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
CompBanker's picture
CompBanker
98.9
6
DrApeman's picture
DrApeman
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Linda Abraham's picture
Linda Abraham
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...”