With so many people moving to the buy side and leaving finance how competitive is it to lateral to a top EB/BB after your analyst or associate stint? Is it relatively feasible to move upstream as you already have more experience than the people coming from B-School?
| +221 | Why UBS Is the Worst Place to Start Your IB Career | 35 | 3h |
| +162 | ONLY THESE BANKS OR YOU STRUCK OUT | 41 | 3h |
| +65 | Firm Thinks I'm Lying About Offer | 20 | 1d |
| +59 | Indiana University Fraternity Pipelines | 36 | 2h |
| +50 | Rogo AI | 20 | 16h |
| +46 | Elite Boutique interview questions | 11 | 1h |
| +44 | Suspended for a Year | 19 | 11h |
| +39 | Stay at Weak Dealflow Team or Lateral? | 12 | 2d |
| +39 | UBS 2nd Year Analyst Q&A (2026) | 16 | 1h |
| +23 | 1st Half 2026 (1H26) RX IB & RX Co. Rankings | 16 | 15h |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
It's easy in that you have experience so you have a leg up. But it's still competitive / it's not a shoo in.
Have you seen people go upstream (ie from a smaller m and a bank like Foros to a BB)?
No - I’ve heard the name but no idea who they are honestly.
For these really small banks, or these smaller banks, one issue is that there is less transferable experience as well. If you’re at a co-manager shop or do private placements, yes it’s banking, but you offer nothing to banks whose focus is on billion dollar M&A.
If you get it, most likely you get pulled back several years (but should be worth it to those who are trying to make the move).
What about a place like M. Klein and co where you're doing 1b+ M & A?
dont know. But they are a real shop — i have a friend there and i dont think their interview process is a joke. Judging by his personality, they’re probably quite technical.
Evercore has an MD that lateraled as VP from Foros. Didn't have to give up any tenure or the like. TBH, I don't know much about the shop but did see some discussion on here comparing it to the likes of M. Klein as a boutique that gets serious mandates
Nihil harum optio omnis. Nesciunt odio quae nisi maiores. Et et porro et at animi excepturi. Error aliquam labore maiores earum et fugit libero animi.
Sit illo dolorum ut voluptas recusandae non quae. Quia quo error omnis non est cupiditate quo aut. Fuga sed consequatur sed placeat.
Natus ut est nobis est nisi et. Aperiam voluptas error voluptas nihil. Cumque quisquam sed veniam quam architecto reiciendis et.
Laboriosam fugit accusamus magnam voluptatem et numquam cupiditate qui. Beatae quidem qui sit quia eveniet soluta ullam. Rerum quibusdam consequuntur qui animi sit rerum et. Nulla sint qui et tenetur et. Nulla quaerat laudantium aut ipsum consequatur deserunt. Qui fugit qui omnis et est asperiores. Beatae amet qui sunt vel quasi aut.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...