How do you move from ib to portfolio manager?

Is it through referalls? Do MD level people get frequent offers for PM roles? Or is it something else? How do people move from IB roles to portfolio manager?

6,066 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '25 Nov 2026 Cohort

5.00/5

Investment Banking Career Roadmap (optional)

“Benjamin gave me a clear, honest roadmap for breaking into investment banking. We worked through where my current role and MSc fit, which banks and seats to target first, and what to prioritise over the next few months. Benjamin asked sharp questions about my background and was straight with me on realistic timelines and what banks look for in someone coming from outside the industry. Every part of the call was useful. I left with a plan I can act on right away. I'd recommend Benjamin to anyone.”

Class of '28 Sep 2026 Cohort

4.70/5

Investment Banking Why [Industry] Review

“Andre was kind and very insightful with my upcoming interview with HR for Evercore, particularly what kind of questions should come up and how to tailor your answers to be unique and really stand out amongst the crowd. Ultimately, I think he helped me prep a lot with clear next steps on what to research. ”

See All 11,250 WSO Academy Reviews

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How do you move from ib to portfolio manager?

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Elite Career Bootcamp. Top Job Offer Guaranteed.

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How do you move from ib to portfolio manager?

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