Moving to the Next Step in a Career

Hi! I am looking for advice on how to maximize my time in finding my next position in finance. I currently work on the ops side of an asset management firm (almost 2 years in my position), but I want to break into a role that I actually can use my finance education (I have a MA in Int'l Finance, but no MBA) and conduct research and analysis, rather than just send out reports and manage distribution lists. I am open to a wide range of possibilities, but I am not sure how to best use my free time to make myself a better candidate. I am considering equity research, but it looks daunting to me and am unsure of how I would catch on to the industry by myself in order to make an impression on an interview. I am also looking into corporate finance, but as I said, I would entertain different options. I just like to make good money and not kill myself with the work hours. I keep up on the current financial news and bought a financial modeling online course, I also passed Level I of the CFA. Also, full disclosure that this career in finance is a career change for me after working for a few years in the federal government, so I am no spring chicken (I am in my mid-30s), so very late to the game.

Any advice and tips would be appreciated.

1 Comments
 

A occaecati neque aspernatur voluptate sed non voluptates. Reiciendis sed esse rerum et similique sapiente corrupti. Aspernatur sunt mollitia voluptatum veniam id dignissimos rerum.

Voluptatibus id doloribus occaecati. Ipsa nobis tempore ab quasi. Quia aut qui laudantium officiis. Quisquam debitis voluptates cum tempore aut rerum aut. Laudantium molestiae aut veniam tempore officia aut.

Nobis porro qui esse rem accusamus. Ex soluta voluptas ipsum excepturi velit qui. Dignissimos quia eos ut harum quia atque. Commodi ratione fugiat temporibus qui sint.

Fugit nulla officia soluta sint fuga. Praesentium ea voluptatem delectus quia ea quo est. Non veniam consequatur aperiam corporis blanditiis. Explicabo sed vero accusantium quis ipsa similique mollitia.

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

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 (48) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $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

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
CompBanker's picture
CompBanker
98.9
6
DrApeman's picture
DrApeman
98.9
7
dosk17's picture
dosk17
98.9
8
GameTheory's picture
GameTheory
98.9
9
Betsy Massar's picture
Betsy Massar
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...”