Transitioning from Corporate Finance into Banking or Infrastructure Investments

Hi everyone,

I appreciate anyone taking the time to read this and offer advice. I graduated from a non-target school with a finance degree and recently joined a finance rotational program at a major utility in the South, rotating every six months through project finance, capital accounting, and FP&A. It’s been a great way to build a strong financial foundation, but I’m hoping to relocate to the Northeast at the end of the program.

Investment banking was something I wanted to pursue but couldn’t break into right out of school. I’m now wondering if I’d need an MBA to make that move — or if it’s possible to break into banking, ideally within infrastructure, project finance, or capital markets, from my current position.

I’m also looking to grow my network and technical skills — I’ve been considering Wall Street Prep and have been improving my skills in Power BI and VBA as well. Any advice on building my network, deepening industry knowledge, or developing technical skills would be greatly appreciated.