The formalities

Hello everyone. I recently came across and joined WSO after looking around Google for a finance centric forum and have already done a bit of posting. But I figure that it would be good to get my intro post done.

I graduated from a non-target university with a degree in Finance and Economics in 2010. After school I was only able to find a part time position in the BO of a local insurance agency. I quickly went from part time BO to full time soliciting position. And eventually was offered my own agency. When my significant other got her degree in nursing and got a job I decided I wanted to once again pursue my dream job (investment banking/corporate finance) now that it wasn't up to me to support us.

Right now I am languishing in a very unchallenging position on the front lines for a regional bank with a promise to be strongly considered for any analyst positions that pop up. So far I think I have picked up a ton of useful information from WSO and I am grateful for that. I look forward to picking up even more and hopefully making a few good friends along the way.

If anyone has successfully completed a career pivot like I am attempting I would love to hear about it. If anyone has any advice for breaking into the scene in Charlotte (my target market) I would love to hear from you too. Thanks!

1 Comments
 

Facilis beatae nostrum accusantium in est eos omnis. Ullam deleniti architecto qui unde animi. Ea repellat nesciunt iusto voluptatibus.

Expedita ducimus sint error et repellat fugiat laudantium nam. Quae earum temporibus eius sed. Nesciunt ea suscipit illum rerum veniam non. Ut consequatur et numquam doloremque praesentium vitae eligendi.

Eos accusamus eligendi dicta in quis. Est molestiae fugit numquam officia ut. Illum odit molestias est ut assumenda sit impedit in. Dolor nesciunt deserunt veniam alias. Quis sapiente provident accusamus qui qui voluptatibus. Velit earum deleniti non necessitatibus quae.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 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

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (50) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $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
numi's picture
numi
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...”