Valuations to IB transition (UK/EU) Advice/Guidance

Some context added below, but to keep it short and sweet:

  • How long should I stay in my Valuations Advisory (Accounting/Advisory Firm) role before looking to apply to M&A Investment Banking roles?

I started my role as a Valuations Analyst at an accounting/advisory firm around 2 months ago, and I am currently studying for my CFA whilst in this role (The firm pays for this). I've seen a lot on this forum and elsewhere that staying for too long would make me overqualified for IB, yet i'm confused as a lot of people in the year or two above me who wish to make the change to IB tell me that I should complete all 3 levels of the CFA before applying (like how they are doing).

I wanted to know how common it is to switch from valuations into IB in the UK/EU and how long people typically stay in valuations before they do - and if they bother completing all three levels (or even one) of the CFA before doing so.

1 Comments
 

Sapiente officiis sit sit autem sunt. Vero enim neque cum tempore ab dolorem provident. Repellat delectus ut omnis quis facilis illum. Magni molestiae magni ut quas sapiente laborum. Repellat ut ab facilis iste nihil.

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

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (47) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (24) $180
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (82) $151
  • 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
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
dosk17's picture
dosk17
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
DrApeman's picture
DrApeman
98.9
8
GameTheory's picture
GameTheory
98.9
9
CompBanker's picture
CompBanker
98.9
10
Mimbs's picture
Mimbs
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...”