From post-investment portfolio management to PE

Hi fellow monkeys:

I graduated from college in 2012, and was wondering if I can seek your advice on how I can transition into a PE role at a decent platform please? I knew I liked investment due to the intellectual aspect, but was not very clear on what kind of investment I would like to do, so I started my career in one of the top 3 mutual fund companies (think fidelity, BLK, schroders, etc) as an investment analyst on the fixed income macro fund.

After 2 years, i realized that I am more interested in long-term investment, and in identifying value in companies. so i started my transition into this field from macro. Since I didn't do banking after college, the transition has not been easy, but I was able to find a role as a high yield credit analyst (still in public market) from 2014-2015. In late 2015, I found my current position as an early stage TMT investment analyst at my current platform - the name is great, and I do like private equity investment. However, my current platform is not so great, and since joining ~1 year ago, we have not been able to close any deals. My experience so far is limited to portfolio management of investment companies, deal screening, pre-term sheet DD,self-drive DD, and some modeling from my credit role.

I am in the process of applying to MBA this September, and would really appreciate your advice on how I can leverage my current experience (+ any extra work I can do on my own), to transition into a better private equity platform after MBA? I am open to all sorts of PE , but would just like the platform to be more intense and productive than my current one. I am open to doing a pre-MBA internship before MBA starts next september. My other stats are reasonably good, and I'm hoping for M7 for MBA admissions.

Thank you for your feedback in advance!

0 Comments

Career Advancement Opportunities

June 2026 Private Equity

  • The Riverside Company 99.6%
  • KKR (Kohlberg Kravis Roberts) 99.2%
  • Blackstone Group 98.9%
  • Warburg Pincus 98.5%
  • Bain Capital 98.1%

Overall Employee Satisfaction

June 2026 Private Equity

  • KKR (Kohlberg Kravis Roberts) 99.6%
  • The Riverside Company 99.2%
  • Ardian 98.9%
  • Blackstone Group 98.5%
  • Starwood Capital Group 98.1%

Professional Growth Opportunities

June 2026 Private Equity

  • Bain Capital 99.6%
  • The Riverside Company 99.2%
  • Blackstone Group 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.1%

Total Avg Compensation

June 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (97) $363
  • 3rd+ Year Associate (104) $281
  • 2nd Year Associate (234) $272
  • 1st Year Associate (411) $229
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (95) $134
  • 1st Year Analyst (271) $124
  • Intern/Summer Associate (37) $80
  • Intern/Summer Analyst (351) $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
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
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
Jamoldo's picture
Jamoldo
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...”