Looking to transition to PE

I am a manager at a big 4 in the ITDD deals practice. I have around 10 years of experience in the IT advisory space and and looking to apply for an EMBA next year. Would be great to understand what would be the ideal pathway to transition to an investment role at a PE firm. My masters is in information systems management

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.”

See All 11,472 WSO Academy Reviews

1 Comments

WSO Monkey Bot

O

1y

Soluta perferendis architecto quia ut sapiente. Aut voluptatibus iure nisi porro soluta. Eos quidem libero sed deserunt et.

Quia et voluptatem temporibus soluta dolores et dicta. Velit vitae ut natus voluptas cumque aut incidunt. Quos quasi ex sit id ut quaerat. Delectus eos voluptas ut.

Reply

Quote

Report

Other

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

Trending Content - Private Equity Forum

+72	First year PE analyst on medical leave after insane hours	18	2d
+55	Is being an LP super chill?	27	1d
+45	PE downturn- Impact on a PortCo CFO / Operating Partner	9	4d
+37	Why are so many bankers exiting to tech?	20	1h
+31	How Do You Train PE Juniors When Banks Do All the Modelling?	10	2d
+31	Dealing with Cold Seniors	14	21h
+19	Career in PCA: GP-Led or LP-Led?	6	4d
+19	Tier 4-5 City - Go to work for micro PE?	3	2d
+14	Bristan sold for c.£49M cash plus up to £6M earn-out on £63M revenue. How would you think about that price?	3	1d
+13	How do you compare LMM deal prices when seller notes and earnouts are involved?	5	4d

Career Resources

1	redever	99.2
2	kanon	99.0
3	BankonBanking	99.0
4	Secyh62	99.0
5	DrApeman	98.9
6	dosk17	98.9
7	GameTheory	98.9
8	CompBanker	98.9
9	Betsy Massar	98.9
10	Mimbs	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Looking to transition to PE

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Looking to transition to PE

See All Comments - 100% Free

Trending Content - Private Equity Forum