FP&A Analyst looking for advice

Hello,

I'm an FP&A Analyst at a major Canadian Retailer. This is my first role out of school and I'm looking for advice on what my career prospects can be in Corporate Development(within or at other companies), Equity Research or Investment Banking. Aside from retail I'm interested in the real estate (have passed ARGUS) and power and renewables sectors on the transaction and development side. I am writing the CFA Level 2 this summer and will hopefully pass it. Thank you.

6,459 WSO Academy Investment Banking Session Reviews: 4.82/5

Nov 2026 Cohort

5.00/5

Investment Banking Mock Coffee Chat

“Ernest was extremely helpful and candid throughout our conversation. He gave me a clear, honest picture of why he moved into investment banking and how Evercore’s structure works, including the shift from a generalist program to the pod system and how specialized groups like RESA recruit directly. His explanation of why Evercore’s integrated coverage and product model creates more well-rounded bankers was especially insightful, and his example of co-advising alongside Morgan Stanley with a much leaner team showed me how much responsibility juniors get early on. His recruiting advice was practical and specific. He pointed me to technical resources, including Evercore’s own technical page, the 400 guide, Peak Frameworks, and shortcuts for converting IRR to MOIC. He emphasized building an anecdotal “why Evercore” answer from real conversations, focusing deeply on one industry, and tailoring my questions to the seniority of the person I’m speaking with. I left with a concrete plan for preparing for recruiting and would gladly speak with him again.”

Class of '29 Sep 2026 Cohort

5.00/5

Investment Banking Mock Coffee Chat

“Constantin is extremely nice and helpful! We talked about some genergal questions I had about recruiting and networking, and then dived into more specific problems I had. He has not only very knowledgable, but also very helpful, sharing also personal ancedotes to tell me what my next steps should be. ”

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1 Comments

My Name is Jeff

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FP&A Analyst looking for advice

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