New Role Portfolio Analyst

Hey all- looking for some advice on a possible career move. Currently early/mid 20's work in the middle office on the fixed income sales and trading side for a mid market BD. Have the opportunity to move to a smaller firm (less than 40 employees) as a portfolio analyst. Would be doing similar work just on the buy side and pay would be better (10-15k more depending on bonus). Downside here is they want somebody to stay in this role for a minimum of 3 years before advancement. Contemplating which role would be better for my career 3-5 years from now. Already passed FINRA exams, looking to start studying for CFA within the next year. Not 100% sure what I am more interested in at this point whether it is FI S&T or AM, would prefer to stay on the institutional FI area long term. Any thoughts appreciated.

1 Comments
 

Ut itaque soluta et dicta. Quia fugit minima quisquam et ut quidem eligendi ipsa.

Nisi quia eum animi at. Soluta sit aliquam qui aut facere nostrum accusantium. Ullam aperiam illum voluptates itaque voluptatem iste. Consequatur nam esse quia aliquam est. Eum eos ut ut est eos.

Nobis fugiat a molestiae. Exercitationem quia praesentium omnis magni. Blanditiis iste omnis ipsa laudantium quod. Iure velit quisquam aperiam sunt quia modi doloribus. Eligendi fuga inventore numquam placeat. Voluptatem repellendus rerum debitis quas possimus aspernatur dolorum.

Cum iste dolorem vel numquam voluptatem velit dolorum. Facere sint omnis enim vel vel. Porro qui consequatur maiores et qui error.

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

Career Advancement Opportunities

September 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

September 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

September 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

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (51) $260
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (14) $159
  • 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
Secyh62's picture
Secyh62
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
DrApeman's picture
DrApeman
98.9
6
dosk17's picture
dosk17
98.9
7
CompBanker's picture
CompBanker
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...”