Jumping from Rx consulting to LevFin

Has anyone, or know anyone, that has made the jump from Rx consulting to LevFin? If so, I would love to connect or be connected to your contact(s). I'm sure this is a very difficult jump and requires threading a needle, but I still would like to learn how someone has done it, if at all.

Rx is interesting, but too operational for my liking. I have great modeling skills, constantly reading credit documents, working with lenders and legal counsel, and reading financial statements. Interview wise, I think I can do well on technicals given my background and I'm decent with bond math (if this would even come up).

I've done an internship at a $1T+ AUM asset manager and spent the summer focusing on fixed income and loved it. No return offers were given so took this job in Rx as I wasn't able to get into banks but I loved the debt markets. I've spoken to LevFin people and I think the job sounds great. 

Thank you.

8 Comments
 

Based on previous WSO threads, here are some insights and advice for making the jump from Rx consulting to LevFin:

  1. Skill Alignment:

    • Modeling Skills: Your strong modeling skills are a significant asset. LevFin roles highly value proficiency in financial modeling.
    • Credit Documents and Financial Statements: Your experience with credit documents and financial statements aligns well with the requirements of LevFin roles.
    • Bond Math: Being decent with bond math is beneficial, as it is relevant in LevFin.
  2. Relevant Experience:

    • Internship at Asset Manager: Your internship at a $1T+ AUM asset manager, focusing on fixed income, is highly relevant. Highlight this experience during interviews.
    • Rx Consulting: While Rx consulting is operational, your exposure to lenders, legal counsel, and financial analysis is valuable. Emphasize how these experiences translate to LevFin.
  3. Networking:

    • Connect with LevFin Professionals: Continue speaking with LevFin professionals to understand the nuances of the role and to build connections.
    • Leverage Alumni Networks: Utilize alumni networks from your educational institutions or previous workplaces to find contacts in LevFin.
  4. Interview Preparation:

    • Technical Interviews: Given your background, you should be well-prepared for technical interviews. Focus on refining your understanding of LevFin-specific concepts.
    • Behavioral Interviews: Prepare to articulate why you want to transition from Rx consulting to LevFin and how your skills and experiences make you a strong candidate.
  5. Transition Strategy:

    • Timing: Consider the timing of your move. If you are early in your Rx consulting career, it might be easier to transition now rather than later.
    • Target Firms: Identify firms that have both Rx and LevFin groups, as internal transfers might be more feasible.
  6. Resources:

    • WSO Forums: Continue to engage with WSO forums for advice and potential connections. There are threads discussing similar transitions that might provide additional insights.

If you need more specific advice or connections, you might want to post your query on the WSO forums to reach a broader audience who might have direct experience with this transition.

Sources: Choosing RX over M&A -- anyone recommend this?, https://www.wallstreetoasis.com/forum/investment-banking/equity-research-to-investment-banking-levfin?customgpt=1, How is A&M perceived in the industry?, Joining LevFin and FSG at this point in the cycle, Q&A: Credit Analyst (Multi-Strat Credit Fund) >$5bn Fund

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

Bump, have offer for RX consulting but also curious on transferability to IBD-related roles (especially in EBs like EVR, LAZ, HL etc.)

 

FT or SA offer? If SA, you can re-recruit FT for RX with the story that you want more of a deal / banking experience rather then being in the weeds of the cash flow analysis. If FT, it will be harder to recruit for RX IB. Not sure about other groups.

 

FT or SA offer? If SA, you can re-recruit FT for RX with the story that you want more of a deal / banking experience rather then being in the weeds of the cash flow analysis. If FT, it will be harder to recruit for RX IB. Not sure about other groups.

SA, story is a bit complex but I originally recruited for FT last year where I realised I wasn't cut for it. Extended my degree with a gap year in-between and got the SA offer instead. Especially HL it's very hard to get into the RX SA or FT programme unless you have prior RX background so I feel this is a good opportunity. 

 

Definitely possible, I sit on the buyside investing in LLs/HY FRN’s and one person in my team comes from an RX Consulting background. I’m UK based so he also had an ACA (or what you may call the CPA) and he was able to use that to lateral into an EB’s debt advisory group > buyside liquid credit seat. I think it’s more than possible you have all the relevant skills and knowledge but would require extensive networking and potentially a step back.

 

Currently in rx consulting trying to move to levfin as well. Made it to a final round this summer for a mm role but couldn’t convert on an offer. Definitely think it’s possible if you network hard and really interview well.

 

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