Potential Steps to Take Now for Trying to Lateral Later?

Hi fellow Monkeys, I hope everyone has been safe and well. I am a senior about to graduate from college, and I will be joining a middle market bank in NY (probably virtually and given that I am not let go of) as an IB Analyst. I really want to try and lateral to a BB or EB down the line. I was wondering if this community has any tips on steps that I should start taking to try and possibly lateral in the future? I know this post might sound kind of annoying, but trust me I'm not interested in moving to the buy side and would like to stay in banking for some time. Thanks!

5,927 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '26 Nov 2026 Cohort

5.00/5

Investment Banking Full Resume Review

“Overall it was a seamless process with very little back and forth. The feedback was very clear and actionable. It was very obvious were my short comings were and where I needed to improve my resume. Feed back was very constructive and overall was super helpful. The process was very streamlined and efficient. The only thing I would improve from the process not necessarily the mentor was that there should be a way to disclose if you are under a non disclosure agreement because that created some friction when implementing feedback.”

Class of '28 Aug 2026 Cohort

4.85/5

Investment Banking Mock Interview

“Iason is super knowledgeable, gives very practical feedback, he was able to walk me through how to answer all of the behaviourals for my Evercore interview, we also had the chance to review some technicals as well. His insights on the markets and commercial awareness were top notch and gave me a very clear idea of what to say in an interview to stand out since those questions are starting to become more and more important in today’s day an age. He went well over time and helped me clarify anything ”

See All 11,038 WSO Academy Reviews

1 Comments

WSO Monkey Bot

O

6y

Necessitatibus maxime ipsam veritatis qui rerum debitis eum soluta. Tenetur impedit qui et fugit et. Commodi dolore omnis facilis. Placeat omnis ex consectetur fuga unde. Et distinctio aliquid ex dolor est.

Tenetur molestiae itaque nobis similique quisquam voluptatem. Totam alias placeat sapiente quasi harum. Modi sint ut odio autem vitae.

Sit et dolores in. Voluptatem officia consequatur qui quae magni consequuntur.

Reply

Quote

Report

Other

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

Trending Content - Investment Banking Forum

+121	UBS Catastrophic Q1-Q3 26, M&A -17%, Outside Top 10 in Americas, EMEA & APAC	25	9m
+112	[2026 - October] Unbiased Prestige Rankings	62	17h
+91	Who is the final boss in Houston Energy? (GS, JEFF or EVR)	38	18h
+73	You should probably leave IB	29	17h
+45	Banking (Un)fortunately Still Needs You: My Case for Bankers in the AI Era	15	18h
+40	Moelis PCA vs Lower tier BB Coverage	32	1d
+30	New analyst: how are you thinking about learning to model when AI is getting this good?	6	3d
+28	UBS IB #24 in US M&A in 2026	10	2d
+27	Lateraling as Analyst	25	2d
+24	How much should you ask questions / seek feedback as an intern?	9	2d

Career Resources

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

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Potential Steps to Take Now for Trying to Lateral Later?

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Potential Steps to Take Now for Trying to Lateral Later?

See All Comments - 100% Free

Trending Content - Investment Banking Forum