Underwriting to Relationship Management?

Hello,

I am a junior studying Finance. I got an internship offer for a Credit/Underwriting internship in New York for a top 20 bank in the US. In my career goals, I would like to work my way up to a RM position and more client facing. Is it possible to grind Underwriting and transition to an RM role? 

Does it matter what business unit I am underwriting for if I want to work my way towards RM?

I originally wanted to start as a CB credit analyst but I didn't land the role, as the job market has been very competitive. Any advice?

1 Comments
 

Ea qui distinctio molestiae recusandae magni eum quis. Reiciendis nobis dolorum cupiditate velit fugit est aspernatur odit. Esse culpa fugiat voluptates voluptates fugit eveniet aperiam.

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

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 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 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 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 (68) $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...”