Graduate in Finance role at BB IB

Hi guys, I'm in a bit of a confusing situation. Due to unforeseen circumstances (and my stupidity), I have found myself on a 3-year finance and treasury graduate scheme at a large BB bank.

I get 3 rotations during the scheme and a choice of pursuing a CFA, CIMA or ACA qualification. My dream job is portfolio management and the CFA seems like the most interesting qualification but I'm also well aware that my odds of transferring to the investment divisions are slim. 

I'm not sure whether it would be optimal to pursue a CFA in the hopes of breaking through to the investment side after my graduate scheme or accept fate and go for ACA. It seems like the ACA has a wider range of exit opps as most senior roles in finance and treasury require an ACA and not a CFA. I feel like the CFA will hinder my progression if I'm unable to break out and have to stay in finance (i don't hate finance - just not my passion).

Open to any recommendations with regards to what qualification to choose, perhaps what team to get into to maximise my chances of moving if I pick CFA and any other tips.

2 Comments
 

Ipsam distinctio consequatur vel et velit earum. Iste assumenda dignissimos adipisci nostrum molestias perspiciatis voluptatem.

Ducimus consequatur modi praesentium ipsam. Sapiente ut corporis voluptas unde nam aut eum. Laudantium quo repudiandae perspiciatis id consequatur repellendus.

Non eligendi fugit pariatur. Beatae eaque ut in sunt explicabo ut. Dignissimos nisi et aut qui eum. Blanditiis quod rerum eveniet atque quia beatae tempore. Porro vel qui ea omnis voluptatum eligendi.

Ipsam eum dolor porro id. Consequatur quasi fugit consectetur atque aut quaerat.

Career Advancement Opportunities

October 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

October 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

October 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

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
dosk17's picture
dosk17
98.9
6
GameTheory's picture
GameTheory
98.9
7
DrApeman's picture
DrApeman
98.9
8
Betsy Massar's picture
Betsy Massar
98.9
9
CompBanker's picture
CompBanker
98.9
10
numi's picture
numi
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...”