No deal experience after 3 years

So basically I work at a second tier bank (RBC/WF/Nomura/Deutsche/HSBC) in one of the most weak groups and offices . To give some context, my team has closed 4 transactions since 2018, one of the associates in my team has only 1 deal toy despite being in the job for 5 years and a half.

90% of my time is spent on pitching and admin stuff, and I’ve only been staffed on 4 live deals (all of them buy side engagements, and all of them fell apart, actually only one of the projects made it to the second round and to the data room). Don’t think I don’t get live projects because I am an underperformer, the other analysts in my group are in the same situation.

I should’ve left this group long time ago, but the money was so good and the work life balance was amazing (around 60-65 hours and 80% of my weekend free) besides I really get along with the people in my group.

However, I realize that my skill set is so underdeveloped compared to my peers at top banks due to the lack of opportunities and deal exposure. I am about to become associate in a few months and I am lacking so many things and experiences. Most first year analysts at places like GS or MS are more experienced than me.

I’ve decided to start looking for a lateral option, my goal would be to land something at GS/MS/JPM/BoFA, but I am afraid that maybe it’s too late, they would have to hire me as ASO but I have no deal experience whatsoever. I’ve approached a few recruiters, but they ask me for a deal sheet, which I have to leave empty, and it is so embarrassing. I feel like because my complacency, I’ve missed the train.

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83 Comments
 

Dude you are in a dream spot. You get banking money for IT hours. And the stamp of a large bank on your resume.

You’re only concern is being fired or let go and then having to recruit while not knowing much.

But these types of banks rarely fire you, they just give you crappy bonuses. And you could likely move to credit or something even if you start to underperform.

Don’t ever look a gift horse in the mouth.

 
Controversial

It's not a dream spot at all, it's a terrible start for a career. As a banker (pre MD) all that matters is your transaction experience. You just lost 3 years and now you are not competitive anymore vs other bankers your age for ASSO positions and you re too old for AN1 positions.

You were complacent and it's good you are starting to acknowledge it

good luck

when I was an intern, some ASSO1 were in the same spot (years of pitching). Typical exit opp if you are lucky is corp dev in a corporate which doesnt do much. Brand name of your bank will help

 

I don't see how this is a bad thing...like at all. Seems like a cushy spot that people would dream about. Sure, you might not get that buy-side gig but why would you want to take a paycut (yes buyside pays less outside of the senior levels at this point) for more hours? All the other exits that people talk about on this site outside of those buy-side roles are just as open as if you were at any bank. If you don't like it still, then by all means just leave and let one of us take that cushy spot rather than get raked over the coals at some sweaty EB for the same pay.

 

Never been in this situation, but here’s my thoughts:

This is gonna be unpopular, but the people saying this is a dream spot are too focused on the short term. You’ve been in your career 2, 3 years? You’ve got at least 25 years left, and you need a skill set to back up your future moves. The money juniors make is pittance compared to potential earnings later on down the line, and no one stays at the same company for their entire life anymore.

I think you’re smart for considering a move, and understand the position you’re in. A few things:

  1. You can always inflate a deal sheet (list what you have, try to explain the process and original thesis, don’t list the dates, etc). I wouldn’t outright say your experience sucks, but being honest that you haven’t closed a deal won’t really be held against you — as an analyst you’re not responsible for the deals your MD is or isn’t bringing in/ closing. Unfortunately since you’ve taken your time to realize you want to move, you have to understand that you didn’t grind as a new analyst, so you are going to have to make up for lost time one way or another. Everyone does their time — just know you will struggle in a new role and that’s ok.
  1. Is it possible to lateral internally to a DCM, ECM, LevFin, or better coverage team? Since you’re at the same bank, the seniors there will have some idea of the experience you’ve had at the coverage group, so the expectations will presumably be lower. This would be a smoother transition to learning the skills you need in preparation for a larger move down the line. Also as other have pointed out, lateral market isn’t too hot right now.
  1. The fact that you’ve waited this long to seriously consider a move makes me think you haven’t really prioritized long term career growth, because I think most people in your position would realize after a year that they’re not learning what they feel they should be, and move sooner. I would take what others are saying into a consideration about being “the dream”, looking a gift horse in the mouth, etc. Have you become accustomed to a few years of good work life balance, and are you willing to give that up? Would you want a move that you’re learning more but you hate? Do the roles you find yourself interested in jumping to in the future (larger IB, PE, Corp Dev, HF, FP&A?) really require an IB skill set? If you’re interested in FP&A, it wont make a difference to lateral. Want to go to PE? You better start figuring out how to catch up, fast. These are questions you need to do some soul-searching on.
  1. In the near term, lateraling anywhere is going to be hard given the environment. You may want to look into some online training courses, (TTS, Macabacus) so you can at least get practice, albeit not live, in the meantime. It’s not perfect but it would give you a story in future interviews (“didn’t close a deal but I want a good skill set so I’ve completed this course in my free time…”)

Idk. Tough spot to be in. Not sure what I would do, honestly. I’m sure you’ll decide what the right move is though.

 

+1 this is the right advice, especially #3

The gravity of your situation is highly dependent upon where you want to end up. For anything that isn't buyside you could probably brush up on technical skills for 10-20 hours and be fine. If you're still set on buyside, then you're behind the 8-ball and will need to put in some serious time and effort (spinning your experience well and catching up on technicals).

You ARE lucky that you're in a spot where WLB is disproportionately good compared to comp. Many of your exit options may be similar WLB with less comp. You need to do the soul searching to figure out if that tradeoff will be worth it. Though I think most senior folks across industries would tell you not to stay in ANY soul-sucking job. 

I'd rather work 80hrs a week at a job I find interesting than scrub toilets for 40hrs a week with the same comp.

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