Breaking into investing as a junior financial analyst

Hello all,

I’m currently an analyst working at a large buy-side firm in their semi-front office. It’s been over a year and I have realized that it is not an investing role and that I will not gain the essential skills (i.e., modeling) to move into investment research/private equity/hedge funds. The group basically takes care of everything from marketing, performance reporting, to servicing clients.

I’m trying to make the most out of this current role – staying on top of the company’s market views, learning about all the asset classes and instruments that can be traded, and even on the CFA designation path. However, I am stuck at a specialized desk, which I know for sure I do not want to build a career in.

What are some of the things I can do to take advantage of my current situation, and what are the next steps I should start paying attention to? Welcome any comment to check my blind spots and any perspectives, advice, tips are very much appreciated. Thank you!!

1 Comments
 

Perspiciatis nemo ipsa magni dolorem consequatur unde. Aliquid autem molestiae sit beatae aut occaecati eum.

Omnis facilis doloremque iusto dignissimos voluptatem delectus aut. Enim aspernatur quis sint rerum fugit. Voluptatem molestias laborum quia voluptas sed. Aspernatur quo aut officiis eius velit. Molestiae quos consectetur culpa.

Voluptas laborum nam eveniet et. Ut voluptatem et quos est. Adipisci quam quia quasi adipisci est dolor. Earum necessitatibus rem unde voluptas. Voluptas labore et eligendi doloribus vero. Consequatur assumenda inventore consequatur ut. Vel velit nostrum velit architecto.

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

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 07 97.9%
  • Guggenheim Partners 01 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 03 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • 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
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
GameTheory's picture
GameTheory
98.9
6
DrApeman's picture
DrApeman
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
Betsy Massar's picture
Betsy Massar
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...”