Stopping into IB from Transaction Advisory Role

I am an international student currently pursuing MSA at Clark University along with CPA. I have 3.5 Years of Transaction Advisory Services experience working in the US deals. Any specific skills or portfolio to have before the interviews? How do they shortlist the candidates.

6,333 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '21 Jul 2026 Cohort

5.00/5

Investment Banking Mock Interview

“He is insightful, thoughtful, and genuinely invested in helping his students succeed. His experience at a firm I’m targeting makes his guidance especially valuable, and I look forward to continuing to learn from him and getting to know him personally.”

Class of '28 Jun 2026 Cohort

5.00/5

Investment Banking Short Resume Review / Recap

“My mentor got on at 4 AM to make the session work with my schedule, which says a lot about how much he cares about helping students. He walked through every single point I brought, never rushed me, and made sure I actually understood each one before moving on. He was patient and direct, and he gave me honest feedback when something needed work. I left the call with a clear plan and a lot more confidence than I had going in. I would absolutely book with him again and recommend him to anyone looking for real, practical guidance.”

See All 11,639 WSO Academy Reviews

1 Comments

WSO Monkey Bot

O

2y

Quidem eveniet ipsum aut quia ipsum expedita. Et et vel dolorem possimus. Asperiores nesciunt et quod necessitatibus eos laborum enim sed. Voluptas veniam sint repellat magni.

Dicta distinctio et qui quam fugiat. Quaerat accusantium non ex iusto et et. Suscipit et est doloribus velit. Odio nihil laudantium officiis sed. Amet neque impedit pariatur vitae. Quia enim doloribus et ducimus ad quod. Nisi perspiciatis qui exercitationem.

Reply

Quote

Report

Other

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

Trending Content - Investment Banking Forum

+435	Is UBS really that bad?	79	2h
+265	Investment Banking is Divine	40	3d
+225	Another $115bn Mega deal for these banks. Congrats!	46	1d
+216	US 2027 SA IB worried about background check	53	2d
+135	Which Offer to Accept: UBS Analyst Role or Part Time Cashier at the Local Taco Bell	32	24s
+87	Useless associates	20	39m
+64	Roku-Fox Deal - UBS Misses Out on yet another deals after years chasing this deal	17	4h
+53	Differences in Restructuring Teams?	24	20h
+52	FIG Pigeonholes you - is it true?	22	1h
+42	GF is an IB Analyst at a top BB, hates it, what exit options does she have?	20	1d

Career Resources

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

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Stopping into IB from Transaction Advisory Role

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Stopping into IB from Transaction Advisory Role

See All Comments - 100% Free

Trending Content - Investment Banking Forum