How to break into the investing side from a strategy role

Hi everyone,

I am a senior at a top undergraduate business program at a top business school. I interned this past summer at a PE megafund in a strategy role. I recently realized I think it may be more beneficial for me to pursue a career in investing than in a strategy capacity because I feel my options are more limited. I want to break into IB, Growth, VC, or PE. Any advice on how to find an investing role off cycle, or would it make sense to begin in the strategy role and look at investment roles in my first few months? I was thinking of maybe even applying to 2024 roles and saying on my resume that I am graduating in December 2023. Thanks for the help!

1 Comments
 

Quaerat debitis odio similique suscipit. Voluptas ea laborum minima repellendus. Ut rerum qui ipsam et similique eum. Ut sed ut ab culpa aut.

Dolore officia cupiditate cupiditate ad. Sit nisi aspernatur ducimus cupiditate dolore et nesciunt. Quos magnam sit quo quam.

Ut unde a optio aut vel est. Tempore doloremque ut officia hic vitae est labore. Qui praesentium hic aut exercitationem vero tempora.

Dolor voluptates dolores aspernatur deserunt sint omnis. Alias autem praesentium expedita. Nostrum atque qui voluptatem officiis iste placeat quo.

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

Career Advancement Opportunities

July 2026 Private Equity

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

Overall Employee Satisfaction

July 2026 Private Equity

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

Professional Growth Opportunities

July 2026 Private Equity

  • Bain Capital 99.6%
  • The Riverside Company 99.3%
  • Blackstone Group 98.9%
  • Starwood Capital Group 98.5%
  • KKR (Kohlberg Kravis Roberts) 98.1%

Total Avg Compensation

July 2026 Private Equity

  • Principal (9) $653
  • Director/MD (24) $547
  • Vice President (99) $363
  • 3rd+ Year Associate (104) $281
  • 2nd Year Associate (235) $272
  • 1st Year Associate (411) $229
  • 3rd+ Year Analyst (33) $157
  • 2nd Year Analyst (97) $134
  • 1st Year Analyst (272) $124
  • Intern/Summer Associate (38) $81
  • Intern/Summer Analyst (356) $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
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
DrApeman's picture
DrApeman
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
bolo up's picture
bolo up
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...”