Hedge Fund Trader to Investment Banking

I have been working in the Middle Office team of a macro hedge fund for 4 years since graduation and have been a rates trader for 11 months now. I am very interested in making the move to an investment bank instead to eventually go the PE route. I was wondering if anyone has a similar experience of trying to go to an investment bank from a macro hedge fund after this many years of working, or if anyone has any advice on how I should approach my new desired path.

6,306 WSO Academy Investment Banking Session Reviews: 4.82/5

Pepperdine Graziadio Business School

Class of '26 Nov 2026 Cohort

5.00/5

Investment Banking Why [Industry] Review

“I had a very insightful session with Javier. He shared valuable networking strategies and practical advice on how to approach investment banking firms and build meaningful professional connections. One of the most helpful parts of our discussion was working on two important interview questions: “Tell me about yourself” and “Why investment banking?” He helped me understand how to structure my answers and communicate my background and career goals more effectively. Since Javier also has experience in healthcare investment banking, I was particularly interested in learning about his career journey and how I could leverage my own healthcare background to enter the industry. He patiently answered my questions, cleared up many of my doubts, and gave me a much clearer direction for my investment banking recruiting journey. I genuinely appreciated his guidance and look forward to applying what I learned.”

The University of Sydney

Class of '28 Nov 2026 Cohort

4.56/5

Investment Banking Mock Coffee Chat

“Kristian was great. I know he is very busy running private investments for Soul Patts, but he still made a massive effort to fit me in for a conversation. He came to the chat enthusiastic and willing to spend time with me which was really good. He gave me some really interesting points both behavioural and technical. I really liked how he mentioned that I should be following up my coffee chats if they don't respond to me. I had always thought it would have been rude to do so but his points were really valid. He also told me to understand the financial mathematics and flaws of PE metrics like IRR and MOM for a future career in PE, which was a really good technical point that I liked and will have to pick up on. Would highly recommend speaking with him.”

See All 11,600 WSO Academy Reviews

1 Comments

WSO Monkey Bot

O

8y

Voluptatum unde dolores repudiandae voluptatem. Fuga sit harum ipsam. Consectetur praesentium ut sed tempora.

Modi quidem accusantium dicta omnis. Nihil earum dicta eos ut et incidunt. Illo dolor rerum vitae laborum.

Illum accusantium ducimus alias a aliquid vero odit neque. Consequuntur quia dolor dolorum nisi maiores iure. Est repellat et iure.

+273	Earliest you can get fired	58	1d
+258	Investment Banking is Divine	40	1d
+218	Another $115bn Mega deal for these banks. Congrats!	45	1d
+215	US 2027 SA IB worried about background check	53	1d
+206	Analyst: Why is UBS IB doing worse than peers?, UBS CFO: No Comment	41	2d
+133	Is UBS really that bad?	39	2h
+40	Is Houston SA 28 recruiting already over?	34	20h
+27	FIG Pigeonholes you - is it true?	8	1d
+27	2026-27 IB Energy Top Banks	8	1d
+25	How do you manage nerves in IB technical interviews?	7	4h

1	redever	99.2
2	BankonBanking	99.0
3	kanon	99.0
4	Secyh62	99.0
5	GameTheory	98.9
6	CompBanker	98.9
7	DrApeman	98.9
8	dosk17	98.9
9	Betsy Massar	98.9
10	Linda Abraham	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Hedge Fund Trader to Investment Banking

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Hedge Fund Trader to Investment Banking

See All Comments - 100% Free

Trending Content - Investment Banking Forum