Skill-set Assessment!

Hey y’all,

I have been lurking around WSO for a while and it has helped me a lot. So thank you WSO! I would like to outline my situation and would appreciate any kind of advice as to what in the world I should do.

Background first: I’m 23, have a masters degree in finance from a non LSE/Oxbridge university in the UK (BUT Top 10 in the UK). Right now I’m in the Middle East (this is home) and working for a bank here for more than a year (reputable enough for me to jump ship not reputable enough to jump ship QUICK, not too worried about this though)

My question revolves around the skills I have developed so far. I have been doing due diligence on funds across various asset classes example: private equity, real estate, hedge funds, commodity funds, listed equity funds, both fund of funds and singular funds. I love it. There’s very basic excel stuff involved but it’s mostly going through the LPAs and doing research on the various Fund Managers and finding out their capabilities in managing/running the Fund, the investments, costs involved, realized unrealized multiple analysis etc so that our client gets money/doesn't lose every single cent invested. I basically generate reports day in and day out on the various Funds and the Fund mandates that our client receives.

I understand that this is not traditional investment banking i.e. M&A, IPO’s etc and that this is investment advisory. I’m still worried as I haven’t done a single valuation model so far and quite frankly shit at excel. (Looking to improve excel skills but let’s just I don’t think I’ll be doing valuations anytime soon). So could you guys advise me on:

A.My prospects at a BBB. Also would I have to start from the bottom up again considering my non valuation related experience?
B.Where would my skills be most applicable? I love what I do and I definitely know a shit load about funds. PE seems apt but then again I haven’t done lbo models hence the confusion.
C.What are the absolute must have excel skills that I should have in order to move up the ladder in what I do? I intend to get TTS once I have some kind of feedback on what exactly might be required for me to hone my skills in fund advisory.

ANY ADVICE IS MOST APPRECIATED. Thanks a ton everyone!

2 Comments
 

Cupiditate quo consectetur voluptatem qui et pariatur excepturi vitae. Dolor exercitationem voluptas nesciunt rem. Quae assumenda at omnis tenetur consectetur et. Facere corrupti hic omnis animi voluptatum ea delectus.

Tempore cum quas voluptas debitis eaque. Sint eum cupiditate unde eum porro qui velit. Et est blanditiis fugiat earum iusto sunt. Occaecati sint ut in perspiciatis. Voluptas voluptas ut officia rerum. Est rerum dignissimos consectetur maiores molestias ut veniam. Aperiam quae repellendus quaerat sint fugiat quasi est.

Career Advancement Opportunities

May 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.6%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

May 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.0%

Professional Growth Opportunities

May 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.6%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

May 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (65) $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
DrApeman's picture
DrApeman
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Jamoldo's picture
Jamoldo
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...”