Investment/Credit Risk Analyst to IB

Is it difficult to make the move from being an Investment Analyst or Credit Analyst too IB. Currently have two offers at fidelity/vanguard Lets say I Work in either of those two fields for 2-3 and apply for IB analyst roles. How would I be compared to undergrads which mostly make up the applicant pool? The alternative being an MSF, I have a few offers UTA/SMU/Nova which I could maybe go for instead in order to move directly into IB or AM. Any feedback appreciated.

5,889 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '28 May 2026 Cohort

5.00/5

Investment Banking LinkedIn Review

“With FIG and private markets always being a super targeted aspect of banking for me, the linkedin review was firstly helpful in refining my background, but tangentially valuable in helping develop recruiting strategies going forward. I found that Andre is a very direct and methodical person, and the directness he offers is always super helpful in driving quick and decisive changes. Concluding the session, he offered me additional resources for review given his expertise, as well as further insights into FIG recruiting, offering himself for future mentorship on the technical side. Looking forward to working with him more in the future.”

Class of '28 Apr 2026 Cohort

5.00/5

Other Other

“Markus provided an incredibly personalised and valuable session. He took the time to thoroughly review my experiences and help me identify which ones would be most relevant and impactful to use in my answers. He also worked closely with me to refine my existing responses, offering thoughtful suggestions on how to strengthen them, communicate my experiences more effectively, and ensure my answers highlighted my skills and achievements in the best possible way. I particularly appreciated how tailored his guidance was to my individual background and needs, rather than simply providing generic advice. The session was engaging, insightful, and genuinely helpful, and I came away feeling much more confident in my answers. I thoroughly enjoyed the entire experience and would absolutely love the opportunity to have another session with Markus in the future!”

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Investment/Credit Risk Analyst to IB

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Investment/Credit Risk Analyst to IB

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