Feel held back

In 3rd year and haven’t got the promo to associate. At a boutique on the east coast. Not sure what to do. Do I jump to a new firm? Or start recruiting pe? I guess I’m not sure if it’s performance related and they’re trying to push me out or if the firm is slow in promotions.

2 Comments
 

Based on the most helpful WSO content, here’s what you should consider:

  1. Evaluate the Firm's Promotion Track Record: If your firm has a history of slow promotions or unclear advancement paths, it might not necessarily be performance-related. However, if others at your level are getting promoted and you're not, it could be a signal to reassess your standing within the firm.

  2. Self-Reflection on Performance: Be honest with yourself about your performance. If you suspect it might be a factor, consider seeking feedback from your superiors. This can help clarify whether there are areas for improvement or if the delay is more structural.

  3. Timing and Opportunity Cost: Jumping to a new firm or recruiting for PE can be viable options, but timing is critical. If you’re close to a promotion or have a strong reputation at your current firm, it might be worth sticking it out for a bit longer. On the other hand, if the boutique is small and lacks growth opportunities, moving on could be the better long-term play.

  4. Recruiting for PE: If PE is your goal, assess your readiness. Do you have the deal experience and skillset that PE firms value? If so, start networking and preparing for the recruiting process. Keep in mind that PE recruiting can be competitive, and having a clear story about why you're making the move is essential.

  5. Consider Internal Mobility or Lateral Moves: If you enjoy the work but feel held back, explore internal mobility options or lateral moves to a larger firm with a clearer promotion path. This can provide a fresh start while leveraging your current experience.

  6. Seek Mentorship and Advice: As highlighted in WSO threads, having a mentor or senior professional to guide you can be invaluable. They can provide insights into whether staying or leaving is the better option based on your specific situation.

Ultimately, the decision depends on your long-term goals and the opportunities available. If the boutique isn’t providing the growth or recognition you need, it might be time to explore new horizons. Good luck!

Sources: Staying a third year as a PE associate vs. doing something nontraditional, Turning down HBS/GSB/Wharton for the Promote-Through, Q&A: 3rd Year PE Associate ($10bn+ AUM, MBO/LBO, equity, mezz, distressed debt), Stay at Big 4 or jump to boutique?, Stuck at Current Firm

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

Deleniti explicabo illo rem similique quo et omnis voluptatem. Quaerat totam veritatis dolorem aut. Sed voluptatem dolorem vel provident. Magni sequi quis amet recusandae alias qui autem.

Quo quos nam debitis at. Consequatur earum explicabo rem illum nihil. Ad est dolorem vitae modi. Magnam facilis consequatur reprehenderit maxime pariatur.

 

Voluptatem eum est alias ut aut. Ducimus est laudantium repellendus velit veritatis vitae blanditiis. Necessitatibus saepe dolore repellendus et enim iusto aspernatur. Aut aspernatur voluptas deleniti repudiandae adipisci vero. Explicabo quidem quo quia fugiat qui. Repellat qui reiciendis sit aliquam.

Facilis voluptatem aut enim atque blanditiis. Itaque ducimus dolorum numquam consequuntur nobis. Est consequuntur nesciunt ipsa aperiam repellendus et.

[Comment removed by mod team]

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 07 97.9%
  • Goldman Sachs 02 97.4%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.4%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (56) $261
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 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

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
CompBanker's picture
CompBanker
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
DrApeman's picture
DrApeman
98.9
10
Jamoldo's picture
Jamoldo
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...”