I'm a first year analyst for PWM at a BB that wants to find a way to PE. Graduated from a tier 2 b school with a 3.6. What should I focus on to make try to make this jump/What's the best way to get there? Financial education certificates + networking? Go to grad school with a specific focus?
Any opinions and advice would be appreciated. Thanks!
| +100 | What’s “the path” now? | 37 | 2h |
| +55 | Don’t go into finance unless you really like markets / deals / investing | 11 | 1d |
| +39 | Why would anyone do PE in long term in 2026? | 9 | 9h |
| +39 | RO / Rerecruit / Bet on Myself | 10 | 12h |
| +34 | 3rd Year IB Analyst, Top Bucket, Still No PE Offer. What Would You Do? | 14 | 1d |
| +28 | Army Officer Seeking Advise on transition to PE | 9 | 2d |
| +25 | Is Everyone Too Bearish on PE? | 5 | 11h |
| +24 | Is This Normal in LLM PE | 10 | 18h |
| +21 | Striking out in last rounds | 1 | 1d |
| +20 | On Cycle Preparation | 6 | 2d |
Career Resources
Get instant access to lessons taught by experienced private equity pros and bulge bracket investment bankers including financial statement modeling, DCF, M&A, LBO, Comps and Excel Modeling.
Literally none of the above. Get into investment banking, in your case hopefully through an internal lateral. And then PE can be discussed. No way you’re going straight from PWM to PE, there’s no transferable skills you have
maybe investor relations
And what city are you based in? That could help change things too
based in NYC
From PWM you can either do IR or Product Specialist (for a particular fund inside the firm).
If you want to be on the investment team, can’t get in from PWM. Get into IB or MBB.
I’ve seen many lateral (within their bank) from PWM into banking at BB’s. Takes lots of networking, time and effort but it can be done. Once you are in IB, you can set sights on PE.
Inventore alias expedita nihil et. Magni illo qui nihil culpa cum eum.
Dolor non occaecati blanditiis fugit consectetur velit. Nisi totam et sint omnis modi quam ex.
Iusto ut eum error hic. Qui et quia et non. In placeat ut vel praesentium.
Et nemo molestiae cumque enim voluptatem doloribus sint. Odio impedit quis consectetur maxime iure et voluptatem. Fuga itaque rerum et perferendis doloribus et sapiente. Accusamus beatae itaque qui cumque. Vel molestias delectus consectetur et sit vero.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...