Moving from Credit Analyst to IB?

Hi everyone,

I’m currently working as a credit analyst at a large bank (think PNC, Truist, Citi) and aiming to transition into an investment banking role, ideally within M&A, healthcare, or tech groups.

I have a few questions:

0. Will going to a more prestigious bank straight from here be possible, for example, JPM, an EB, or something of that caliber? 

1. Has anyone here made a similar transition? If so, could you share your experience and any tips? What steps did you take?
2. Do you think a pitstop, such as taking another position or pursuing an MBA, is necessary to make the leap?
3. What specific skills or experiences should I focus on to stand out when applying?
4. How can I best leverage my current role to network with investment bankers?
5. Are there particular certifications or technical skills (e.g., CFA, financial modeling) that would significantly boost my chances?

6. How much of a disadvantage, if any, might I face if I transition directly without an MBA or prior IB experience?

Thanks in advance for your insights and advice!

1 Comments
 

Asperiores aliquam nobis inventore aut ipsam. Voluptatem pariatur molestiae mollitia voluptates exercitationem.

Consequatur voluptatem sed nesciunt. Dolores perspiciatis perspiciatis fugit corrupti nulla.

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.9%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 03 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (51) $260
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (15) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $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
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
DrApeman's picture
DrApeman
98.9
9
CompBanker's picture
CompBanker
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...”