Recent grad working in tech, how to pivot to IB?

Based on previous WSO threads, here are some actionable steps to help you pivot from tech to Investment Banking (IB):

1. Leverage Your Current Role:

   • Try to get involved in any finance-related tasks within your tech role. This could include budgeting, financial planning, or any M&A activities if your company is involved in such.

2. Networking:

   • Start networking aggressively. Reach out to alumni from your school who are in IB, attend industry events, and connect with professionals on LinkedIn. Building relationships can open doors to opportunities that might not be advertised.

3. Boutique Banks:

   • Consider targeting boutique investment banks. They are often more flexible and open to candidates with non-traditional backgrounds. This can be a stepping stone to larger firms later on.

4. Skill Development:

   • Take financial modeling and valuation courses to build your technical skills. This will help you stand out and show your commitment to transitioning into IB.

5. Internal M&A or Corporate Development:

   • If your tech company has an internal M&A or corporate development team, try to transition into that role. This experience is highly relevant and can make you a more attractive candidate for IB roles.

6. Prepare for Interviews:

   • Be ready to explain why you want to switch from tech to IB. Highlight your passion for finance, your relevant skills, and how your tech experience can bring a unique perspective to the IB role.

7. Lateral Moves:

   • Look for lateral opportunities. Some firms might be open to hiring someone with your background for an analyst or associate role, especially if you can demonstrate strong financial acumen and a genuine interest in IB.

8. Stay Updated:

   • Keep yourself updated on the latest M&A deals and market trends. This will help you in interviews and show that you are serious about making the switch.

By following these steps, you can position yourself better for a future in Investment Banking. Good luck!

Sources: A Guide for Switching From Commercial Banking to Investment Banking, Lateraling Guide for Investment Banking, Advice on career and the switch into investment banking, For Those Considering Banking - Some Broad Advice, So you want to work at an investment bank...