how to break into Banking or PE as an experienced professional (2 years) of work experience?

Hi guys,

I'm looking for advice on how to break-into banking or PE as an experienced professional? (I know this topic has probably been talked about a lot, but wouldn't mind some additional advice) I've spent the past two and half years working at a Big 4 in their mid-market corporate finance group and have passed the CPA and CFA exams. I'm looking to make a jump now that I'm about to qualify for my CPA. Should I just start e-mailing a lot of alumni from my university and individuals that use to work in my company? Or should I try to apply to postings for experienced professionals? What is the process like to get into these places for an experienced hire? I talked to one of my friends who recently jumped into banking and they asked him to build a model and make a presentation over a 24 hour period on top of the work he had to do... how do I prepare for this? I've heard the process is similar for PE. Are there any resources? Should I sign up for one of those modelling courses? What is the process usually like?

Thanks so much for your help! Greatly appreciate it.

0 Comments

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
CompBanker's picture
CompBanker
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”