Sales & Trading

What is the best way for a “retail” Investment Associate to break into a trader/s&t role?

6,106 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. ”

Class of '29 Oct 2026 Cohort

5.00/5

Investment Banking LinkedIn Review

“Johnathan was really good at checking out my Linkedin and making surfing there were not many issues with it. He seemed to know his stuff very well and he was curious about all the posts that I had liked and he had different tactics to make sure that my linkedin could stand out from the rest and make it very competitive for my 2028 internship. The only criteria I had was minimal and it was that he was a few minutes late but that is not a big deal, I know he is a busy guy but overall he was great.”

See All 11,308 WSO Academy Reviews

1 Comments

WSO Monkey Bot

O

4y

Explicabo totam molestias qui hic et quidem non. Ipsum iusto possimus exercitationem aut. Rem non dolor inventore sed tempore.

Nihil est recusandae aut doloribus modi. Dolorem voluptatum ullam quo quis.

Autem quisquam quidem velit totam. Suscipit qui aut totam minima tempora omnis est accusamus. Aut ut architecto beatae voluptates odio sed dolore.

Labore adipisci blanditiis amet esse tenetur in porro. Necessitatibus quae dolores aliquid. Cumque qui est ut ut accusantium molestiae. Quo enim culpa et.

Reply

Quote

Report

Other

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

Trending Content - Investment Banking Forum

+167	Why do JEF bankers always think they’re EB?	53	3d
+70	Do people still want to go PE?	25	1h
+60	Bloomberg - New UBS Investment Bankers See Smaller Pay Gain on Promotion	12	1d
+49	MS / GS IBD ACs London interview processes run by nationality?	45	1d
+46	Think I'm fucking up my analyst years	16	1d
+36	AI is Paradise	1	8h
+35	Want to join investment banking; is it too late/is my background unacceptable?	29	2d
+27	Big 4 M&A vs. Lincoln Portfolio Valuations	6	3d
+26	Ambitious CC Student trying to break into IB	13	1d
+24	Lazard hirevue	7	8h

Career Resources

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

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Sales & Trading

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Sales & Trading

See All Comments - 100% Free

Trending Content - Investment Banking Forum