Charlotte IB 2018 SA

There's a lot of information on this site related to NYC IB and some on Charlotte but I was wondering for some more insight. I was wondering what banks are in Charlotte with good IB divisions (such as WF). Also does anyone have any knowledge as to the recruiting timeline for these banks? Similar to BB NYC or later?

5 Comments
 
Best Response

Here's a great post from a similar thread with an overview of Charlotte IB

"Sil" Did you search WSO at all? This has been discussed countless times already. I'm not trying to discourage you, but you may want to think about transferring schools if your end goal is Charlotte. These boutiques are HEAVILY biased towards UNC, Duke, Davidson, and Wake Forest.

Below is a general overview of IB in Charlotte. Most banks in Charlotte were either founded by or are currently led by former Bowles Hollowell (now Wells Fargo) bankers, so everyone knows everyone.

---BBs/Large banks--- -Bank of America (very few groups, mostly leveraged finance) -Wells Fargo (still a large presence, but they have moved many groups to NY)

---MMs--- -Baird (they had one analyst there a few years ago...might just be a few MDs now) -Deloitte (formerly McColl Partners...not sure if they have changed under Deloitte, but this was one of the stereotypical "you better be from UNC" place) -Lazard MM (not the same as the Lazard EB...I believe they have healthcare and industrials in Charlotte) -Jefferies (I believe they have consumer in Charlotte) -Piper Jaffray (formerly Edgeview...this was the other "you better be from UNC" place) -SunTrust (I believe they have TMT in Charlotte)

---Boutiques--- -7 Mile -Allen C Ewing -BlackArch (they were bought by Regions a few months ago) -Bourne Partners -Brookwood Associates -Dragonfly Capital -Fidus -Fennebresque -Philpott Ball & Werner -Sherman & Company (FIG) -Tobin & Company (avoid like the plague)

Am I missing anyone?

 

Recruiting timelines do not change based on city. Charlotte, LA, SF, Chicago, Atlanta, etc. all have similar timelines as NY does. If you go to any of the schools in my post that kidbrown quoted, your best bet is to start reaching out to alumni and networking. If you're not into college basketball, now is a good time to start watching.

Let me know if you have any more questions. You can PM me too if you'd like to discuss in confidence.

 

Illo doloribus quod aut natus dolor commodi dolores laudantium. Distinctio dolorem vel excepturi eum. Voluptates quos et harum quo cum aut. Est minima dolorem eligendi adipisci autem nostrum.

Velit facilis architecto non ut doloribus omnis ad sit. Eum ut voluptatem quisquam rerum sed soluta. Consequatur tenetur et nam laudantium. Et facere provident rerum accusantium eius. Repudiandae eum tempore quia.

Fugiat ut voluptatem et aut. Eaque pariatur animi aliquid earum ea non at cum. Aperiam et ipsam nemo aut. Qui ut laboriosam id est natus excepturi. Maiores assumenda aspernatur tempora. Deserunt beatae voluptatem modi commodi delectus enim. Rerum corporis sed voluptates in voluptas beatae fugit.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.7%
  • BMO Capital Markets 12 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $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
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
dosk17's picture
dosk17
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
CompBanker's picture
CompBanker
98.9
8
DrApeman's picture
DrApeman
98.9
9
GameTheory's picture
GameTheory
98.9
10
bolo up's picture
bolo up
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...”