Hi - currently a valuation& transaction analyst at a no-name shop but still advise on some medium sized deals 150mm+. Thinking of a pivot to IB and wondering the best way to go about it. Ie use headhunters, resume drop, LinkedIn networking. Wondering if it might be best to use mba to pivot instead?
Currently 1 YOE + CFA level 1 cleared
Thanks!
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To pivot from a valuation and transaction analyst role to investment banking (IB), here’s what you need to know based on the most helpful WSO content:
Direct Transition Without an MBA:
Using an MBA to Pivot:
CFA Level 1:
Key Considerations:
Good luck with your pivot! If you have more specific questions, feel free to ask.
Sources: Analyst at 27 or head to B school?, Lateraling Guide for Investment Banking, Q&A: Headhunter/Recruiter - M&A Investment Banking, Grad School and Age, Is it possible to Lateral as an analyst with no closed deals
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