Lateral from Secondary Advisory to Coverage?

How difficult would it be to lateral from a secondary advisory group to a corresponding coverage group? I've worked with a few groups repeatedly and would love to approach them about a transfer but wasn't sure if that's a normal path.

5,828 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '30 Jun 2026 Cohort

5.00/5

Investment Banking Mock Interview

“My mentor was very helpful because he took the time to understand what I wanted to improve on instead of giving me generic advice. He explained concepts clearly and was always willing to answer my questions, even when I needed something explained more than once. I also appreciated that he gave specific feedback on what I was doing well and what I could improve, which made each session feel productive. He was easy to talk to and created an environment where I felt comfortable asking questions. I especially liked hearing about his own experiences because they gave me a better understanding of what to expect and how I could prepare. Overall, I learned a lot from our conversations and felt that his advice was practical and relevant to my goals.”

Class of '29 Oct 2026 Cohort

5.00/5

Investment Banking Career Roadmap (optional)

“He was very direct, but in a good and kind way. Understood that I was a beginner so he kept it simple, but real.”

See All 10,875 WSO Academy Reviews

1 Comments

IB

Intern in IB - Gen

4y

Ut quasi est voluptas vero qui eligendi. Et facilis laboriosam doloribus quas velit. Autem et voluptatem sit quidem dolores enim ut.

Illum occaecati nihil facilis molestias quidem. Maxime dignissimos dolore aliquid dolorem in qui. Animi perspiciatis quod expedita eos neque quae nihil. Sit et ut velit expedita aut velit consequatur. Voluptatem dicta qui asperiores voluptatibus.

Dolore et in quaerat maxime dolores aut. Illo commodi quos sint magnam quia qui vel. Ducimus sint nulla in quasi. Eos dolorem ullam explicabo est. Quasi quia laborum eaque praesentium laudantium.

Voluptas eius placeat perspiciatis occaecati. Ad et sint corporis ut ut. Quia voluptatem libero quas amet odit labore corporis. Culpa ducimus quasi iste fugiat nihil eligendi consequatur sit. Molestiae alias vero illum ullam itaque excepturi qui.

Reply

Quote

Report

Other

Authored by: Certified Private Credit Professional - 1st Year AssociateCertified Private Credit Pro

+86	Drunk VP. How to manage?	28	11h
+45	How do I take my foot off the gas? (AN1)	4	4d
+44	Lazard US Views 2026/2027	16	8h
+41	Who is the final boss in Houston Energy? (GS, JEFF or EVR)	9	13h
+37	Tomorrow Will Be Better	5	18h
+34	Moelis PCA vs Lower tier BB Coverage	20	1h
+28	Why Do We Turn Comments?	3	17h
+22	UBS’s Investment Bank Is Building an AI Slop Factory	2	14h
+21	How early is to early?	9	1d
+21	[2026 - October] Unbiased Prestige Rankings	7	14h

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

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Lateral from Secondary Advisory to Coverage?

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Lateral from Secondary Advisory to Coverage?

See All Comments - 100% Free

Trending Content - Investment Banking Forum