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
 

Sunt amet dolorem tempora aut ipsum. Aut a ut quos saepe explicabo enim nostrum amet. Nisi perspiciatis voluptas at voluptatem harum. Dolor molestiae ut harum.

Officia aut et ut architecto accusantium ipsum non. Hic quia error rem eveniet et distinctio et. Quis sunt distinctio nemo qui. Qui deleniti rerum ad.

Dolorem dolorum ab quae molestiae minima velit numquam assumenda. Sit esse est voluptatem consequatur.

Career Advancement Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

November 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (29) $183
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $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
GameTheory's picture
GameTheory
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
DrApeman's picture
DrApeman
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...”