Loan portfolio M&A / Advisory

I wanted to ask people's opinion on this one specialist team that the Big Four all seem to have: Portfolio (lead) advisory/solutions, basically the guys who advise on the buying and selling of loan portfolios.

My situation is that I'm at a Big Four currently (so the role would be an internal move). I started off in audit but recently moved (technically a secondment) to an advisory/transactions department. Unfortunately I've been let down by this new role a bit by things that "weren't on the brochure" so to speak. Plus being in it now and looking at the more senior people above me (managers and senior managers) I'm not sure this is something I'd see myself doing in the longer term.

However then I ran into this portfolio advisory team and have spoken to some people there and what they do seems quite interesting.

But before I apply there, I would like to know whether anyone has any further knowledge of it, whether it's a good place to be and rise up the ranks or alternatively use it as a springboard to some other roles. (obviously I couldn't ask the people I spoke to there what kind of places people usually exited to)

Though this is a lesser consideration for me at this point, I have heard that apparently it's a very high fee generating group meaning that the salaries/bonuses there are above the Big Four norm. Can anyone comment on this aspect?

The one potential downside that crossed my mind was that this would be a very specialized role so I'm not sure if that might limit my options in the future if I were to decide to go down a slightly different career path. Any comments on that?

0 Comments

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.2%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.7%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.2%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (80) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
GameTheory's picture
GameTheory
98.9
6
dosk17's picture
dosk17
98.9
7
CompBanker's picture
CompBanker
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
DrApeman's picture
DrApeman
98.9
10
Mimbs's picture
Mimbs
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”