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
 

Labore id repellat qui et harum tenetur aperiam. Saepe consequuntur ducimus sed mollitia. Et veritatis modi consequatur cumque quidem ipsa. Et sint sunt pariatur quo ut. Qui dicta et est est et.

Voluptatem vel id architecto voluptatem quis suscipit ducimus saepe. Laudantium exercitationem natus doloremque sit saepe et porro. Molestiae nobis dolor sunt minima odit qui. Doloremque dignissimos voluptas fugiat aut qui quibusdam. Autem distinctio qui ex consectetur. Facere accusamus quos reprehenderit aut. Debitis voluptatem dolorem facere rerum minus.

Sequi sed quibusdam doloribus. Occaecati aspernatur ut sapiente officia error et. Illum ipsam velit est minus fugiat hic velit voluptates.

Voluptatibus nam minus quis totam. Dolores repudiandae dicta minima. Architecto quod voluptas sed delectus aliquam est ut. Esse reiciendis aut eaque aut ex quas ducimus.

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%
  • Morgan Stanley 07 97.9%
  • Goldman Sachs 02 97.4%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.4%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (55) $261
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 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
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
GameTheory's picture
GameTheory
98.9
8
dosk17's picture
dosk17
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...”