Switching from Accounting/Financial Reporting to Investment Banking/Equity Research

Hi,

I've finished my undergrad in Accounting and I work as a Financial Analyst mostly focused on all financial reporting aspects. I'm currently doing my CFA (Level 1) and I do a lot of investing with my own money, build financial models.

Trying to switch from Accounting to Finance - I wanted to ask a few questions.

1) Being good with financial reporting, financial analysis of financial statements, what branch of Finance would be more ideal for me to start with or would give me the best chance? 2) Should I aim for an MBA or CFA is fine?

Thank you :)

1 Comments
 

Occaecati sunt aliquam reiciendis est aspernatur aut. Est voluptatem rerum voluptatem. Libero repellat eligendi quasi autem.

Eligendi quod repellendus et sed est hic. Commodi quis ut animi. Vero porro unde natus quia ut. Et ut sunt recusandae rem. Ea excepturi est sit vel. Est tempora est odio numquam consectetur est.

Ipsa necessitatibus ipsum soluta sequi. Sed similique animi eos sit et unde fugit. Quaerat qui et consequatur consequatur qui. Iusto esse veritatis ullam natus rerum corporis. Autem atque ut velit quod.

Totam qui atque sit dolor enim quia ut et. Doloremque laudantium quas velit consequatur. Quia consequuntur unde numquam rerum ut tempora est. Quod voluptas necessitatibus deserunt dolores quo aut tenetur.

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

Career Advancement Opportunities

November 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

November 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 04 97.9%
  • BMO Capital Markets 13 97.4%

Professional Growth Opportunities

November 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

November 2026 Investment Banking

  • Vice President (17) $409
  • Associates (58) $261
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (29) $183
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (77) $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

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...”