Hello all. I'm a fintech software engineer wanting to break into finance, specifically IBD. I'm curious on getting input on the best way to go about this from those in the field. My background: I've been close to finance all my career having built investment research algorithms, derivatives pricing, and been a part of some decently well-known open source financial software. My work experience has been across a couple startups. I've been an engineer for 4 years after graduating an Ivy undergrad. My motivation to get into IB is to find more client-facing work and be on the pure finance side (not engineering). I'm good with people and not a socially awkward engineer. Main obstacles for me I think might be my age (26). Anyone have input on making the switch? Thanks.
Trending Content - Investment Banking Forum
| +138 | UBS Catastrophic Q1-Q3 26, M&A -17%, Outside Top 10 in Americas, EMEA & APAC | 38 | 1h |
| +60 | PWP acquisition by Piper cancelled | 23 | 3h |
| +46 | No return offer - UPDATE. | 12 | 58m |
| +29 | Evercore poaches Baird DC Defense Team | 18 | 21h |
| +22 | Best Houston Banks for Culture in 2026 | 15 | 41m |
| +21 | Normal for lateral process to go +2 months? | 4 | 1d |
| +18 | Lack of talent in IB! | 19 | 9h |
| +17 | Internal lateral from coverage to M&A (focused on coverage) | 4 | 22h |
| +15 | How standard is weekend work in IBD? | 7 | 4h |
| +15 | Discussion Transaction Experience in Lateral Interviews | 3 | 3d |
Career Resources
Et quae cum sint velit consequatur quae iusto. Omnis eligendi aut officia sit modi molestias facere provident. Architecto ipsum nihil recusandae tempore.
Voluptas sunt officia dignissimos qui cum. Voluptas rem porro quia totam.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...