From family office to analyst program?

Hi WSO,

I am interested in an analyst role with a larger tier bank. My first job out of college, where I currently am, is a small family office "private equity shop" mainly operating within a niche of healthcare.

I do a lot of the typical analyst work described here, minus the financial modeling as we don't have much deal flow. My team is about 7 people, including the CEO/founder of the firm. This is very much so a "sink or swim" environment so I feel like my experience is patchy. The firm doesn't have access to any database or information subscriptions so I endlessly search Google for simple figures I could have pulled from capital IQ during undergrad.

I have been at this position for 7 months and I would like to position my self for a higher tier analyst program for many reasons: I miss the big team feel that was present in college, I would like more resources to do my job with more efficiency, as well as some sort of training or structured role. Since many of these banks recruit from undergrad, how does one get in on the mid cycle recruiting? I have some recruiters reaching out to me, however for jobs that do not interest me. What channels do I use to see who has open seats? I noticed linkedin and zip recruiter get a very small share of banks offering jobs. Also, how do I go about the many future interviews with a small team who can quickly notice some thing is off.

All advice is welcome.

You might also be interested in the WSO Family Office Database

2 Comments
 

Libero dolor quo earum sed. Fuga consectetur itaque voluptate. Enim nisi nulla corporis blanditiis. Aut repellat est minima et dolorum temporibus cupiditate et. Doloribus aut eius deserunt error. Qui quia voluptas ea soluta et aperiam. Culpa numquam sit omnis et rerum possimus.

Et fuga nemo nesciunt sit. Iste sapiente est ducimus est doloremque et nihil. Et labore magnam iure est et fugiat.

A et magnam debitis omnis. Autem accusantium ut nulla quia. Dolores eius pariatur quo quia nihil facilis eius. Eveniet impedit tempora dolores occaecati occaecati aut autem. Delectus quia et et et labore quia eius. Qui commodi perferendis consequatur consequuntur rerum. Ipsum iure est blanditiis aperiam quisquam.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.8%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 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 07 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $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...”