Deal sourcing to investment role

Hello all, I worked at a small proprietary deal sourcing company for about two years, cold calls all day everyday. This just really is not for me and although I've actually managed to source some good prospects, the job itself has made me miserable and I'm looking for new opportunities. Has anyone here ever transitioned from a sourcing role to the investment side? I'm thinking my best option would be to try and reach out to PE groups that are known to have analyst/associates sourcing and go through that route, as I have ZERO modeling experience (soaking up as much as I can from online resources). I got through to the final round of interviews for a small PE group that has analysts source, but ultimately did not make the cut. It was disheartening but I figure if one had some interest in me, others may too. Any advice would be greatly appreciated!

4 Comments
 
 

Probably not. That would be like an intake nurse at an ER trying to be a doctor without going back to medical school. Sourcing is but one of many aspects of the investment process, and cold calling isn't even the magical part of sourcing. Having said that, there are PE firms that hire business development guys. for instance Clearview Capital. Trying to get one of those jobs is a good idea and would get you a big step closer to the investment process.

 

Non ipsum facilis consequatur et. Aspernatur porro molestiae dolore mollitia autem maiores. Omnis eum debitis perspiciatis inventore. Praesentium ab minus consequatur ut eum. Blanditiis magnam illum fuga iusto. Amet est esse nam non aliquam.

In qui molestiae nulla quo beatae. Magni omnis nulla labore. Unde est omnis est ea. Voluptatibus repudiandae doloremque omnis laboriosam.

Career Advancement Opportunities

October 2026 Private Equity

  • Blackstone Group 99.6%
  • The Riverside Company 99.3%
  • KKR (Kohlberg Kravis Roberts) 98.9%
  • Warburg Pincus 98.5%
  • Vista Equity Partners 98.2%

Overall Employee Satisfaction

October 2026 Private Equity

  • Blackstone Group 99.6%
  • KKR (Kohlberg Kravis Roberts) 99.3%
  • The Riverside Company 98.9%
  • Ardian 98.5%
  • Warburg Pincus 98.1%

Professional Growth Opportunities

October 2026 Private Equity

  • Bain Capital 99.6%
  • Blackstone Group 99.3%
  • The Riverside Company 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.2%

Total Avg Compensation

October 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (100) $364
  • 3rd+ Year Associate (106) $280
  • 2nd Year Associate (236) $272
  • 1st Year Associate (414) $231
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (97) $134
  • 1st Year Analyst (273) $126
  • Intern/Summer Associate (40) $79
  • Intern/Summer Analyst (357) $61
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
BankonBanking's picture
BankonBanking
99.0
3
kanon's picture
kanon
99.0
4
Secyh62's picture
Secyh62
99.0
5
DrApeman's picture
DrApeman
98.9
6
GameTheory's picture
GameTheory
98.9
7
dosk17's picture
dosk17
98.9
8
CompBanker's picture
CompBanker
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Mimbs's picture
Mimbs
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...”