Switch out of Fund Servicing to the buy side

Hi Everyone,

I have been a part of the client service team at State Street for the past 2.5 years. We do fund servicing and administration (Trade processing, fund invoicing, audit support , daily deliverables ... etc) which I consider to be back office. If you have had a job like that you know how boring and tedious it is, literally losing brain cells everyday I'm in this role. I have been trying to switch out of this role for a while no with no success. I have been trying to get a buy side role which are Investment Analyst roles or any role on a portfolio management team but right now I have started looking at other options that are easier to get into with my current client facing experience (Wealth Management) .

My question is what do I need to do to equip myself or improve my chances of making this switch. I do not have a strong network (not quiet sure how to improve that), I am a CFA level III candidate and I plan on learning financial modelling this coming month and hopefully start working on my own portfolio of models. Any suggestions would be much appreciated.

1 Comments
 

Hic deleniti nihil cum odit. Non soluta magnam eius quia. Praesentium eos doloremque eos molestiae mollitia voluptas aut. Error nobis nostrum nisi numquam ea dolores et. Autem enim culpa laboriosam voluptatem. Fugiat et doloremque vitae et odit qui tempora sunt.

Maiores omnis et ut voluptas ut est. Unde recusandae error quo perferendis ut et mollitia blanditiis. Quam vel dolorum quo dolorum vero molestiae est.

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

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.3%
  • JPMorgan No 97.7%
  • Goldman Sachs 02 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $150
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
CompBanker's picture
CompBanker
98.9
10
Jamoldo's picture
Jamoldo
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”