Joining IB at VP — advice?
I'm due to join an investment bank at VP level in a PCA role. This would be my first time inside a bank. My background is buy-side private markets. I've worked on transactions, understand the market reasonably well, and have had plenty of exposure to advisory processes from the other side of the table.
I’m mindful that joining directly at VP level is unusual. I expect there will be a learning curve around managing live processes, client expectations, internal communication, execution cadence, working with juniors, and generally operating in a banking environment. I’m not expecting the transition to be effortless, and I intend to put in the work. I’m mainly trying to be thoughtful about how to ramp up quickly, avoid obvious pitfalls, and make myself useful from day one.
Looking for candid input from people who've done this transition or worked with laterals in a similar spot — particularly around managing up and down from the outset, and any pitfalls that tend to catch buy-siders off guard. Would also be interested in practical advice on what to focus on in the first 30–90 days, and where people in my position tend to underestimate the role.
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