What professional/academic qualifications is needed for Investment banking/ hedge funds/ private equity?

What do you need for careers in Investment banking/ Hedge Funds or Private Equity? What experience do you need? MBA? CFA? Masters in Finance? BSc in Economics? CISI? Amplify Trading? CFI? CAIA? CFQ? ACA/ACCA? CPED?

2 Comments
 
Most Helpful

this board is packed with this information - normally top tier UG, some decent placements, then potentially MBA or Masters if you prefer that.

Otherwise a well-rounded profile, i.e. languages are useful (although you only really need English) and a keen interest in the activities of a bank or the wider economy would help.

National Suicide Prevention Lifeline  1-800-273-8255
 

Optio in aspernatur architecto quidem qui et labore. Voluptatem similique velit voluptatem eos cum iusto dolores. Distinctio architecto dicta architecto magni consequatur in. Est deleniti quam molestias repellat dolores iure.

Non officiis aspernatur qui. Excepturi autem reprehenderit facere est. Et aliquid earum similique et maxime.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (75) $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

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...”