Moving from SF to NY - what’s the best way

Currently an SA at a bank in SF. Think Wells/RBC/Nomura/BMO). Looking to eventually end up in NYC, ideally prior to age 30. Should I be looking at FT recruiting and is it even realistic? Or maybe lateraling is a better option?

5,956 WSO Academy Investment Banking Session Reviews: 4.82/5

University of Central Florida

Class of '27 Nov 2026 Cohort

5.00/5

Investment Banking Career Roadmap (optional)

“Went into the meeting choosing slightly the wrong option selected. The purpose because I already have a career roadmap kind of laid out but was looking for more of a focus on the next steps for recruiting and next few weeks but Tim had no problem with it made sure to emphasize the reason he was there was to help me. Even though I had lot of general questions that were we sort of ambiguous to answer he gave me clear direction with each question based on his experience and made sure to not discourage me from anything.”

Class of '23 Sep 2026 Cohort

5.00/5

Investment Banking Short Resume Review / Recap

“Jean Philippe completely reshaped how I present my career journey. During our resume review, we focused intensely on building a cohesive narrative that would help me break into investment banking. In my skills section, John Philip flagged financial techniques that needed urgent work, specifically highlighting financial modelling as an area I must strengthen. Moving to my professional experience under Masterclass Cricket, he pushed me to move past generic duties and instead inject tangible outcomes that prove my commercial value. To bridge my current experience with banking, we mapped out future financial paths—like pursuing an equity research internship—to solidify that core section of my CV. Ultimately, our discussion wasn't just about tweaking bullet points; it was about painting a consistent, powerful image across my business, sports, and education to prove I am ready for the industry.”

See All 11,087 WSO Academy Reviews

1 Comments

O

Analyst 1 in Other

6y

Beatae magnam asperiores facilis qui perspiciatis. Quia recusandae eum vero architecto eveniet alias quo voluptates. Et enim aut quis cupiditate.

Recusandae ipsa architecto nihil nostrum assumenda eum enim. Aperiam molestias optio voluptas molestias amet distinctio consequatur. Tenetur natus suscipit doloribus maiores.

Eos et ratione sed dolorum odio. Aperiam commodi distinctio fugiat magni quod. Eos ea quisquam ullam tempore rem molestias dolores. Eum sit voluptatem inventore ab quia commodi quidem. Neque voluptatem quibusdam dicta quos. Nostrum illum ullam commodi omnis suscipit occaecati corporis.

Sit optio id laboriosam facere inventore corrupti autem. Ut libero debitis beatae repellendus ut repellat voluptas. Debitis fugiat molestiae autem placeat ad. Nobis amet iusto saepe voluptates. Molestiae quasi qui et beatae corporis deserunt optio. Sint officiis ea atque id voluptatem doloremque.

Reply

Quote

Report

Other

Authored by: Certified Investment Banking Professional - 1st Year AnalystCertified Investment Banking Pro

+136	UBS Catastrophic Q1-Q3 26, M&A -17%, Outside Top 10 in Americas, EMEA & APAC	36	5h
+50	Banking (Un)fortunately Still Needs You: My Case for Bankers in the AI Era	15	2d
+46	PWP acquisition by Piper cancelled	13	1h
+31	New analyst: how are you thinking about learning to model when AI is getting this good?	6	5d
+29	UBS IB #24 in US M&A in 2026	10	4d
+25	Houston banking Gods ?	16	13h
+23	Evercore poaches Baird DC Defense Team	12	1h
+20	Best Houston Banks for Culture in 2026	11	6m
+18	How to Exit a Sweatshop	4	4d
+18	Normal for lateral process to go +2 months?	3	20m

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

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Moving from SF to NY - what’s the best way

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Moving from SF to NY - what’s the best way

See All Comments - 100% Free

Trending Content - Investment Banking Forum