Losing all steam at 2 year mark

So I'm very close to the 2 year mark now at a respected M&A group - I have learned quite a bit in my time in banking - maybe first and foremost that I can survive this bs work environment for 2 years and walk away jaded, but with strong attention to detail / excel and ppt skills / some understanding of M&A process dynamics, and a generally more refined soft skill set. I don't have any desire to stay as a 3rd year analyst and work my A2A path, etc. I'm very fortunate to come from a well off family so the money here isn't really worth it. Actually since working my life has gotten way worse since I like to spend my own money and have like 10% of the free time I used to have.

What does inspire me about the industry are the folks who made these businesses that we are selling, that side of the table feels a lot more purposeful. 

PE would be a 1-2 year stint for me too to absorb what I can if I decide to go that route, but the operating path - though a difficult one, seems like it would be a lot more engaging. Curious to hear what you all think.

3 Comments
 

It sounds like you're at a pivotal moment in your career, and based on the most helpful WSO content, here are some insights to consider:

  1. Private Equity as a Short-Term Stint:
    If you're considering PE, it's worth noting that many analysts transition to PE for 1-2 years to gain exposure to the buy-side and deepen their understanding of investments. However, as highlighted in WSO threads, PE can still be intense, and while the work may feel more purposeful than banking, it’s not necessarily a walk in the park. If you're already feeling burnt out, PE might not provide the lifestyle improvement you're seeking.

  2. Operating Roles and Purpose:
    Your interest in the entrepreneurial and operational side of businesses aligns with what many ex-bankers pursue after their stints in finance. Operating roles, such as corporate development, strategy, or even joining a startup, can offer a more engaging and fulfilling experience. These roles allow you to work closely with businesses, contribute to their growth, and potentially have a more balanced lifestyle. As noted in WSO discussions, transitioning to these roles often requires leveraging your current network and skills to position yourself as someone who can add value beyond just financial analysis.

  3. Lifestyle and Long-Term Goals:
    Since money isn’t your primary motivator, it’s crucial to focus on what will bring you long-term satisfaction. Many WSO contributors emphasize the importance of aligning your career with your personal values and interests. If the operating path excites you, it might be worth exploring opportunities in industries or companies that resonate with your passions.

  4. Next Steps:

    • Networking: Start reaching out to people in operating roles or industries you admire. Informational interviews can provide clarity and open doors.
    • Skill Development: If you’re leaning toward an operating role, consider what additional skills or experiences you might need to make the transition smoother.
    • Reflection: Take some time to reflect on what truly excites you about work and life. This will help you make a more informed decision about your next move.

Ultimately, the operating path could be a great fit if you're looking for purpose and engagement. Just be mindful of the challenges and ensure it aligns with your long-term vision.

Sources: [Experience] Road to PE - Investment Analyst in a MegaFund, Investment Banking to Private Equity - 6 Things You Should Know, From Private Equity Associate to VP in Private Equity, [Experience] Road to PE - Investment Analyst in a MegaFund, Q&A: 1st year VC analyst (~750M AUM)

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

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