Equity Research to IB/PE

How could I best position my Equity Research experience when applying to more transactionally-driven roles such as Investment Banking or Private Equity?

6,084 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '24 Oct 2026 Cohort

5.00/5

Investment Banking 7 Stories Review

“Andre's strong background makes him a very motivating mentor for candidates. He is intellectual and kind, and he used our time efficiently. His feedback was clear, honest and realistic, which I value a lot. He does not just tell people what they want to hear; he pushes them to succeed. He helped me structure my 7 stories and made the whole process much easier. Without Andre, I would not have gotten my 7 stories right. I will definitely work with him again, and I am looking forward to our next meeting.”

Class of '27 Oct 2026 Cohort

4.85/5

Investment Banking Why [Industry] Review

“Andrew was incredibly knowledgeable, understanding, and genuinely helpful throughout the entire session. He took the time to understand the issues I was having, explained everything clearly, and helped me resolve them. What I really appreciated was that he went above and beyond what the session was originally booked for, offering additional advice and guidance on other areas that I hadn't even considered. He was patient, approachable, and clearly knows what he's talking about. I came away from the session with a much better understanding of everything and some really useful advice moving forward. Overall, a great experience, and I'll definitely be booking another session with him. Highly recommend!”

See All 11,278 WSO Academy Reviews

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Equity Research to IB/PE

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Elite Career Bootcamp. Top Job Offer Guaranteed.

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Equity Research to IB/PE

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