PE Associate Lateraling < 1 year in

Less than 1 year (~6mo) into my UMM / MF associate gig, looking to switch sectors / geographies.

Anyone lateral less than one year in? Were headhunters helpful or did you need to network on your own?

6,107 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '23 Dec 2026 Cohort

5.00/5

Investment Banking Career Roadmap (optional)

“I had a really informative and actionable career roadmap with Tim. We went through what I wanted to do longterm and and then we went over the two different paths I was interested in. Tim gave me personal experience of colleagues that made similar steps to the sector that I want to be in. He then provided me with information on the timeline of I should expect when it comes to recruiting and what to do ahead of the time. There was a huge focus on getting a great resume fleshed out, networking with recruiters, current analysts, people who knew people who were hiring. There was a huge emphasis on getting the Series 65 that the company I'm currently working at done before continuing anything else. I look forward to working back with Tim on this endeavor around mid-November. ”

Hogeschool van Utrecht

Class of '28 Oct 2026 Cohort

4.70/5

Investment Banking LinkedIn Review

“Great session. I was unsure about some changes that were suggested in the networking mastery course so I booked the LinkedIn review to get some guidance. I had worked with Jeppe before and we got along well so it was pleasant to collaborate again. I received all the information/guidance I was looking for.”

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PE Associate Lateraling < 1 year in

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PE Associate Lateraling < 1 year in

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