Accountant To IB

Hi, I am looking to make the jump from fund accountant at a large reputable HF/PE shop to IB analyst. A little background about myself:

  • I have a CPA

  • I am taking Level 3 CFA in September 2021

  • I have a Bachelors degree in Accounting from non-ivy league school

  • Udergrad GPA is 3.5

I know this jump is very difficult, but I am open to ideas, even if the route is more indirect. MBA is a tough path though, given that I have 2 kids and I am 29 yrs old. 

Does anyone have any advice on making this jump?

Is there any way to beef up my resume and make it more attractive to IB shops (i.e. additional certifications)?

2 Comments
 

What about an MBA?

Your age is definitely not a problem. There are 34-35 years old that get IB jobs via the MBA route and your professional background would make you a great candidate for IB. There are many accountants transitioning to IB every year.

I understand your concerns about the kids. There are many people with kids though that pursue their MBA. Some schools are really welcome to families.

What are your main concerns about trying to do an MBA, while having two kids?

 

Voluptatem expedita nisi accusamus explicabo delectus dolore corporis. Facere aut nemo ut aliquid ut sed. Occaecati totam modi ipsam omnis explicabo delectus facilis.

Nihil omnis illo nemo delectus. Impedit necessitatibus doloremque odio similique eum fuga aut. Nesciunt in est sint inventore. Et dolore et perferendis vel unde ducimus. Dolores quia tempora dignissimos est consectetur quas officia ut.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.8%
  • Morgan Stanley 07 97.2%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.7%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

July 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

July 2026 Investment Banking

  • Vice President (16) $429
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (80) $150
  • 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
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
CompBanker's picture
CompBanker
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
98.9
10
Jamoldo's picture
Jamoldo
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...”