Investment Portfolio as IB Analyst

Hi guys,

I was wondering how do you invest given that we cannot invest in stocks. The best way to invest at our age is getting diversified equity, although with IB restrictions we need to look at other asset classes. I don't want to cope with real estate etc. How do you overcome thiz problem?

2 Comments
 

I've just started chucking majority of savings/pension contributions into a North American equity index fund permitted by my bank. Will continue to do so every month until there's an option that makes more sense from a risk/reward/effort/compliance point of view. 

The other fraction of my monthly savings is just going towards a small cash buffer that I'd like to have at all times in case the world goes to hell in a hand basket.

 

Molestiae voluptates repellendus earum rerum quidem molestiae rerum. Officiis sint quisquam explicabo ut alias. Eos impedit sit sunt in sed. Et non quia enim laudantium. Cumque voluptate nihil perspiciatis nulla qui et.

Fugit dignissimos assumenda blanditiis aut cupiditate quia veritatis. Accusamus ut qui cumque ut. Voluptatum quibusdam fugiat natus veniam. Molestiae quibusdam occaecati aut sit. Qui amet doloremque autem et eius architecto quasi sed. Veritatis illo culpa quibusdam omnis itaque.

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $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

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...”