Is it possible to become an IB analyst if you work at merger-market or S&P Capital IQ?

Bankers use these programs all the time. If you work at these places you would know the software in & out. Would it be impossible to jump to IB if you are a customer service rep at one of these places?

5,804 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '29 Oct 2026 Cohort

5.00/5

Investment Banking Mock Coffee Chat

“Kevin was incredibly helpful. He took the time to do a coffee chat with me and was candid about where I could improve. His main point was that I should build more knowledge of the industry before these conversations, so I can ask sharper questions and show I've done my homework. He also gave me a clear framework for the conversation itself. Start by asking about their background and how they got into their role. Then ask for advice for my field, including what they would do in my shoes. He also explained when it is and isn't appropriate to ask for a referral, which is something I hadn't thought through before. ”

Class of '27 Jul 2025 Cohort

5.00/5

Investment Banking Mock Interview

“Julius is great. This was my first mock interview with him and definitely not the last. Before the session, he emailed me a clear plan of what we would cover: behaviorals like Why Citi and Why IB, sector trends and recent deals, classic technicals across accounting, DCF, comps, LBOs and accretion/dilution, and conceptual questions to test whether I actually understood the material rather than just memorizing answers. That structure made my preparation much more focused. During the mock, he pushed past the standard answers to check my understanding, which showed me exactly where I need to go deeper. He is very responsive over email, knowledgeable about the recruiting process, and clearly invested in helping me improve. I have been learning a lot from him and plan to book more sessions.”

See All 10,834 WSO Academy Reviews

1 Comments

Whiskey5

PE

13y

Et qui expedita ratione repellendus. Modi aliquam voluptates perspiciatis ut incidunt eum. Nisi et qui est quasi. Explicabo amet explicabo nihil tempore.

Esse et reprehenderit eius excepturi et. Et perferendis itaque enim ut. Possimus totam expedita reiciendis aut explicabo.

Aut natus repellendus tempora minima. At accusantium sit inventore delectus sequi.

Reply

Quote

Report

Other

Authored by: Certified Private Equity Professional - PartnerCertified Private Equity Pro

+186	Piper Sandler in talks to acquire PWP	75	1d
+124	UBS Appears to be Exploring Sale	19	4d
+99	Paradise Is Paradise	8	1d
+80	Drunk VP. How to manage?	27	2d
+40	How do I take my foot off the gas? (AN1)	4	2d
+38	Lazard US Views 2026/2027	13	2d
+26	Why did EVR succeed vs GHL or PWP that ended up getting acquired?	9	21h
+22	Mandated 9:00am Arrival?	6	5d
+21	Prestige Upgrade: Incoming Piper Sandler Intern (PWP Merger)	4	5d
+21	How early is to early?	9	13h

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

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Is it possible to become an IB analyst if you work at merger-market or S&P Capital IQ?

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Is it possible to become an IB analyst if you work at merger-market or S&P Capital IQ?

See All Comments - 100% Free

Trending Content - Investment Banking Forum