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?
| +142 | Restructuring: Anti-climactic Experience | 38 | 32m |
| +111 | IB Net Worth / Savings Check | 51 | 14h |
| +98 | Woman who emptied Knicks trashcan on street then stole it was DEI exec, worked at JPMorgan Chase | 25 | 12h |
| +79 | Stop sleeping on UBS - it’s pretty good | 29 | 10h |
| +71 | Hot take: I’d rather be at Desjardins than UBS for investment banking in 2026 | 13 | 5h |
| +56 | 2026 VAULT PRESTIGE RANKINGS | 30 | 1h |
| +39 | AI + Financial Modelling | 12 | 1d |
| +34 | Hardest interview experiences? | 20 | 8h |
| +28 | Summer before college | 18 | 4h |
| +26 | Current State of UBS in North America | 8 | 2d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Minus sapiente hic aliquam molestiae et. Sit officia laborum tenetur. Et voluptates accusamus alias veritatis harum quisquam est. Numquam nam earum rerum dolor fugiat cupiditate.
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...