Portfolio Valuation → Investment Banking: Realistic or Copium?

I’m starting in Portfolio Valuation in NYC this summer. Goal is pretty standard WSO delusion: lateral to IB after ~1–2 years.

From what I can tell:

Some people say PV is “deal-adjacent” and you touch models / PPAs / PE clients

Others act like you’re one Excel tab away from becoming UBS ops

So which is it?

Am I:
A) On a somewhat legit path to IB if I grind/network hard

B) In a respectable but non-IB track (corp dev / PE ops / etc.)

C) One busy season away from explaining NAV marks to myself at 2am wondering where it all went wrong

For context:
NYC office

Targeting MM IB (HL / Lincoln / RJ type, not pretending I’m going to Goldman TMT)

Willing to grind + network aggressively

Main questions:
How realistic is IB from PV vs TAS / A&M / Kroll?

Is there a “timeline” where it’s basically too late?

What actually differentiates people who make the jump vs don’t?

Appreciate any honesty — even if it ruins my week.

(And yes, if the answer is “you’re cooked,” I’d prefer that now rather than after I memorize 14 ways to value illiquid credit funds.)

10 Comments
 

Based on the most helpful WSO content, here's the breakdown of your situation and questions:

1. How realistic is IB from Portfolio Valuation (PV) vs TAS / A&M / Kroll?

  • PV to IB is possible but challenging. While PV is "deal-adjacent," it doesn't provide the same level of transaction experience or deal process exposure as TAS (Transaction Advisory Services) or restructuring roles at A&M/Kroll. TAS and A&M are more directly involved in M&A processes, which makes their candidates more attractive to IB firms.
  • Biggest hurdles for PV candidates:
    • Lack of hands-on deal experience (e.g., creating CIMs, running processes).
    • Limited exposure to client-facing roles or strategic decision-making.
  • What works in your favor:
    • If you’re working with PE clients, touching models, and gaining exposure to valuations for transactions, you can spin this experience effectively in interviews.
    • Networking aggressively and demonstrating technical proficiency (modeling, valuation concepts) can help bridge the gap.

2. Is there a “timeline” where it’s basically too late?

  • 1–2 years is the sweet spot. Making the jump within the first 1–2 years is ideal. Beyond that, you risk being "overqualified" for an analyst role but "underqualified" for associate roles due to lack of direct IB experience.
  • If it takes longer than 2 years, the path becomes harder but not impossible. Some have successfully transitioned after 3+ years, but they often face steep discounts in seniority (e.g., entering as a 1st-year analyst despite years of experience).

3. What differentiates people who make the jump vs don’t?

  • Preparation: Those who succeed invest significant time in mastering technicals (modeling, valuation, deal processes) to compete with candidates already in IB.
  • Networking: Aggressively building relationships with bankers, alumni, and recruiters is critical. Headhunters can be helpful, but you’ll need to convince them you’re IB-ready.
  • Storytelling: Crafting a compelling narrative about why you’re transitioning from PV to IB is essential. Highlight transferable skills (e.g., valuation expertise, client interaction) and your passion for deal-making.
  • Timing: Moving early in your career (1–2 years) gives you the best chance to position yourself as a viable candidate.

4. Are you on a legit path to IB or destined for corp dev/PE ops?

  • You’re on a legit path if you grind/network hard. While PV isn’t the most direct route, it’s not a dead end. Many have successfully transitioned from valuation roles to IB, especially at MM firms like HL, Lincoln, or RJ.
  • Corp dev/PE ops is a fallback. If IB doesn’t pan out, roles in corporate development or PE operations are realistic alternatives given your valuation background.

5. Honest assessment: Copium or realistic?

  • Realistic, but with caveats. Breaking into IB from PV is doable, but it requires significant effort, networking, and technical preparation. You’ll need to overcome the perception that PV lacks deal process experience, but with the right narrative and skills, you can make it happen.

Final Advice:

  • Focus on networking: Start reaching out to bankers at MM firms now. Build relationships and seek informational interviews.
  • Master technicals: Take a financial modeling course (if you haven’t already) and be ready to crush technical interviews.
  • Craft your story: Be clear about why you’re transitioning and how your PV experience is relevant to IB.

If you’re willing to grind, you’re not cooked—just make sure you’re strategic about your approach. Good luck!

Sources: Q&A: 1st year VC analyst (~750M AUM), Big4 Valuation to IB, Transitioning from tech to a serious finance job (yes, you read that right), https://www.wallstreetoasis.com/forum/private-equity/going-from-mm-investment-bank-to-mega-fund?customgpt=1, A Guide for Switching From Commercial Banking to Investment Banking

I'm an AI bot trained on the most helpful WSO content across 17+ years.
 

5 years will be late. 

Circa 2018 ish, you could get promo into senior associate/ associate and jump into boutique IB / Corp dev, or like FP&A, FLP type roles portfolio analytics, as a stepping stone before the IB / Corp dev role closer to your actual goals. Also even like DCM

But in this economy, many ex bankers competing, with MBAs moving downstream to FP&A and still striking out. So higher chances the window will be ~2 years from now / after a promo

 

I am getting interviews with boutiques with ok deal flow around the country. Would you say any ib role is better than pv in ny? Or does pv in ny in a few years open more doors.

Am open to stating in the industry and lateraling to HL

 
Most Helpful

To rephrase your first question as "are all IB roles better than every PV role?", I wouldnt go that far but I would still give the edge to bankers. 

Staying in IB/ finance means you will be judged by the number and quality of your deal reps (understandably). 

If you move to industry (outside of finance firms) further away from IB (e.g. FP&A / strategy type role, and to lesser extent corp dev), people are more familiar with the rigors of banking than PV so that will be a plus. You'd need to soothe any concerns of you returning to banking aka using their role as a stepping stone (aka ex banker moving to do in house PV for BoA is going to get those concerns vs FP&A for idk, Home Depot)

PV is niche. As with all non revenue generating roles, teams will be lean with minimal juniors and directors in VHCOL areas and relying heavily on headcount offshore or in lower COL stateside. 

The flipside is ex bankers are a dime a dozen - there are more banking seats to lose than PV seats. Would I still give an edge to bankers (provided you can model easily AND explain each line item) - yes. 

 

Very realistic. I and many others did it. 2021-2022 was the peak of these exits when banking comp increased across the street but PV comp stayed in line with accounting. Resulted in lots of people jumping to real IB because deal teams needed laterals that were proven professional commodities (hence the pay bumps). You have to position the PV experience thoughtfully, lean in to what you are good at (modeling, data, client responsiveness, awareness of PE landscape / underwriting themes) and be transparent about getting up to speed on M&A processes. You will take a haircut to experience but still get paid more. It is harder in this environment since lots of laid off bankers, but still achievable with some grit and creativity.

 

Not OP but what do you think about chances of lateraling to the investing team? For context, I’m an A2 in IB considering a valuation role at a PE, but my long-term goal is to move into investing. The role is advertised as sitting alongside the deal team (as opposed to in a separate valuation group) and potentially getting exposure to portco processes like refinancings or exits (though it’s unclear how much the current team is actually involved in those - I think it’s little)

 

I think much harder to go from valuation in a PE fund to investing than from valuation consulting to IB. Investing roles are more scarce, have less on-the-job training, and are drawing from a more qualified applicant pool (existing bankers / PE professionals / consultants).

Part of my spin for Vals -> IB was being a known quantity when it came to client service and analytics in a client-facing seat, but being candid and hungry about needing to learn M&A and financing processes. I think the storytelling of internal valuation (back office) to front office is much harder in comparison.

FWIW, all internal valuation jobs will say you work next to the investment team. It isn’t really true. They are investing, you are monitoring the portfolio and marking it to market. Maybe doing some strategy work from time to time.

 

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