How to transition into IB with no prior work experience in finance - a prospective MBA student

Hi guys I am interested TO TRANSITION TO a career in IB. ( I am applying to top 5 MBA schools in US and Europe. (INSEAD, LBS, Cambridge etc). About me: Current job role: R&D and Product Management in Medical device firm for 3 years Qualification: **Masters in Electrical from IIT Bombay (GPA - 9.6/10), Q50 in GMAT **Post MBA Goal - IB in Healthcare Industry group (M&A, LevFin) of a BB ( GS, MS, JPM, Citi etc) and then after 2-3 years transition to Healthcare PE. Post MBA Location : London or NYC (but prefer London here) No prior work experience in finance.

How can I transition from my current Tech/PM role to Investment banking. Please help!

5,907 WSO Academy Investment Banking Session Reviews: 4.82/5

Università LUM Giuseppe Degennaro

Class of '23 Sep 2026 Cohort

5.00/5

Investment Banking 7 Stories Review

“Tim walked me through how effective my TMAY actually is, and especially how to tailor it for a reviewer who already has my CV in front of him, so that it conveys my story rather than just repeating what is on the page. He also gave me useful feedback on my other stories, and was clear about why they worked well even where there was nothing to improve. For example, he advised me to bring the most relevant skills and results forward earlier in my teamwork story. He also recognised his older self in my stories as if he were reading through his own diary, which made the whole session feel positive and constructive. I left with a clearer idea of how to refine my answers, and I would definitely recommend him.”

New York University Shanghai

Class of '19 Aug 2026 Cohort

5.00/5

Investment Banking Mock Coffee Chat

“John was extremely helpful in refining both my resume and my Why Evercore story. He provided thoughtful, detailed feedback on how to better highlight my professional experience and make my resume more impactful for investment banking recruiting. He also helped me structure a more compelling and personalized Why Evercore answer. I especially appreciated his practical advice, attention to detail, and willingness to share his insights. Overall, it was a very productive session, and I highly recommend John!”

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+103	[2026 - October] Unbiased Prestige Rankings	61	18h
+94	Who is the final boss in Houston Energy? (GS, JEFF or EVR)	36	13h
+84	You should probably leave IB	28	21h
+47	Why Do We Turn Comments?	11	1d
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+41	Moelis PCA vs Lower tier BB Coverage	32	9h
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+28	UBS IB #24 in US M&A in 2026	10	1d
+27	Lateraling as Analyst	25	1d

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

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How to transition into IB with no prior work experience in finance - a prospective MBA student

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How to transition into IB with no prior work experience in finance - a prospective MBA student

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