Middle Office switch to University Endowment Analyst

I currently work for the world's largest Custody Bank. I am in an accelerated college recruit program at this bank. I specifically work in a Project Management/Change Management role for a Projects group that is embedded to a Middle Office Securities Trading Processing Team (Trade Capture).

I am looking to break into a different area of Finance. There currently is an entry level Financial Analyst role available at a local prestigious University's endowment fund. I am not sure if I am qualified, or what I can do to better prepare myself.

In college, I was part of our highly ranked Business School's investment association group that invested with a 7 Million dollar fund. I have done online training classes through Coursera that essentially seemed like what you would learn as a major/minor in Finance at an undergraduate business school. I obviously have a pretty deep knowledge in the securities trading market due to the current role that I am in, but I have never had tangible experience in Finance heavy modeling and valuation.

Do you think that I have a shot at this job? What classes/certifications or other activities should I be doing to show that I can hit the ground running at this role with the University Endowment?

All serious feedback is very much appreciated. Thank you.

2 Comments
 

Et ullam similique maiores natus ut. Et pariatur cum omnis aliquam.

Et amet aliquam aspernatur et quaerat debitis repellat. Necessitatibus similique et sequi alias. Eum dolore et cumque vitae. Aut aut ducimus quasi commodi quidem recusandae blanditiis.

Enim nesciunt amet magnam repellat. Soluta voluptatum aspernatur sunt consequatur consectetur. Consequuntur aliquid recusandae omnis. Ab deleniti voluptas blanditiis laudantium quaerat dignissimos.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

August 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

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (47) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (24) $180
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (82) $151
  • 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
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
dosk17's picture
dosk17
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
bolo up's picture
bolo up
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...”