Asset Management to IB/PE

Hey everyone, been working at a major mutual fund provider for 9 years and lead a team of reps who support UHNW clients. Been interested in making the jump to IB or PE and am curious if anyone else has done this and if so, what was your process?

525 WSO Academy Private Equity Session Reviews: 4.82/5

Class of '30 Jul 2026 Cohort

5.00/5

Private Equity Other

“Javier Barrena provided really detailed walkthrough on how he approached a similar tasking before, and although I entered the session not knowing how to approach this case study at all, I have a much clearer picture now. This session was extremely effective, and it's fortunate that he had the availability to do this despite my case study task coming in at a very last minute.”

Pontifical Catholic University of Peru

Class of '18 Nov 2026 Cohort

4.56/5

Private Equity Mock Coffee Chat

“Jorge was very practical and generous with his time. He gave me a clear action plan: tighten my elevator pitch to under 2 min, do a weekly modelling case study, and prep technicals, market questions and behaviourals. His networking advice (always ask each contact for 1-2 more names, track fund closes to spot hiring windows, a list of London infra headhunters) was very actionable. He also referred me internally to Nuveen within a week. Only point to improve: I’m still waiting for his feedback on the case studies I sent.”

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+45	PE downturn- Impact on a PortCo CFO / Operating Partner	9	3d
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+31	How Do You Train PE Juniors When Banks Do All the Modelling?	10	1d
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1	redever	99.2
2	kanon	99.0
3	BankonBanking	99.0
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5	DrApeman	98.9
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Asset Management to IB/PE

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Asset Management to IB/PE

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