Hi,
I was wondering what the exit opportunities are for someone working as a valuations analyst at a firm like Duff & Phelps or BRG (Berkeley Research Group) and how hard will it be shift to investment banking? As the valuations work experience helps improve financial modelling skills and might be involved in providing fairness opinion, I am guessing that an analyst there would still have a shot at IB jobs? Any thoughts or advice would be highly appreciated!
Thank you!
| +95 | [2026 - October] Unbiased Prestige Rankings | 61 | 52m |
| +94 | Who is the final boss in Houston Energy? (GS, JEFF or EVR) | 30 | 59m |
| +81 | You should probably leave IB | 28 | 3h |
| +51 | Girl Rejects me because of my Bank | 8 | 1h |
| +46 | Why Do We Turn Comments? | 11 | 13h |
| +43 | Tomorrow Will Be Better | 5 | 5d |
| +41 | Moelis PCA vs Lower tier BB Coverage | 31 | 35m |
| +32 | Banking (Un)fortunately Still Needs You: My Case for Bankers in the AI Era | 7 | 1h |
| +27 | UBS IB #24 in US M&A in 2026 | 10 | 23h |
| +26 | Lateraling as Analyst | 25 | 13h |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
You're in a great place if you want to hop to an ib shop. Emphasize the transaction experience and fairness opinion projects that you're on. The purchase price allocations/common stock valuations/goodwill impairment tests, although good experience, are much more accounting focused and kind of a turnoff for bankers. Good luck
Thank you so much!
BUMP
bump
bump
how plausible is a lateral to BBB or top MM investment bank?
*Bump
I am in a similar spot at a smaller valuation firm (not as big as duff or HL).
How likely are my chances to break into MM or BB?
Should I target any particular coverage group or product group?
Same situation!
Any advice will be helpful.
Similar Spot!
Any help will be great!
Labore vel hic est magnam unde omnis. In voluptas hic similique libero quos ducimus nihil. Occaecati maxime corporis et aperiam odit voluptatibus. Error aspernatur ex autem suscipit.
Quod aut qui id. Rerum quia maxime aspernatur aut voluptas ea repellat. Ipsum magni vitae magnam et.
Suscipit perferendis praesentium sit dolorem. Id molestiae laborum officia a porro consequatur accusantium. Veniam optio doloribus sunt eveniet sed dolor id voluptatem. Praesentium quis occaecati explicabo aspernatur.
Sed magnam ut aspernatur explicabo laboriosam et. Qui eos ea dignissimos aut enim excepturi. Saepe non autem iste assumenda omnis reprehenderit fugiat.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...