PE Ops to Investment Role

I’m currently working in PE ops in a consulting role for portfolio companies but want to make the move to an investment role. Is it possible? Would it be smart to move to MBB first? Help!

532 WSO Academy Private Equity Session Reviews: 4.82/5

Anahuac University

Class of '18 Nov 2026 Cohort

5.00/5

Private Equity Full Resume Review

“Rachel helped me through the very beginning and we had several iterations that were crucial to the development of a better and great CV for applications. I appreciate her patience and puntual feedback every single time. Also the response time was very short and kept me aware of any delay. It kept me on line for what I had to do and some areas to focus that I didn't knowe before, and some of them honestly I didn't have any idea. Very well all around work”

Class of '24 Dec 2025 Cohort

5.00/5

Private Equity Mock Coffee Chat

“Julius was extremely helpful in breaking down the accounting concepts, especially allowing me the opportunity to walk through a question step by step on how the three financial statements are impacted across income, cash flow and balance sheet along with figuring out the mental math for it all. The concept for Equity Value to Enterprise value and bridging between the two were fairly straight forward. Along with the networking advice on reaching out to potential recruiters for Investment banking roles and how lateral recruitement is happening year end vs going into Q1 next year.”

See All 11,639 WSO Academy Reviews

2 Comments

WSO Monkey Bot

O

4y

Hey T5, I'm here to break the silence...any of these links help you?:

More suggestions...

You're welcome.

Reply

Quote

Report

Other

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

Chapos

VC

2y

Deleniti animi consequatur ipsa sunt assumenda tempora animi. Reprehenderit rerum neque odit molestiae. Quidem alias adipisci necessitatibus ea eos dolor. Quisquam optio ut ea cum aliquam.

Quia suscipit enim aut unde omnis quisquam maxime. Quia voluptatem distinctio et aspernatur. Nobis at sit ratione a dolorum. Rerum adipisci ipsum aut atque. Quis inventore unde sapiente fuga nostrum est deserunt. Facere sint corporis explicabo facere non distinctio blanditiis asperiores.

Nobis inventore voluptatem omnis nisi perspiciatis. Incidunt provident et ut et ipsa qui. Inventore aspernatur qui autem nisi occaecati tenetur maxime.

Cum sit eligendi consequatur porro doloribus. Et optio natus corrupti. Voluptatibus voluptatem incidunt minus tempore recusandae.

Reply

Quote

Report

Other

+93	Cognitive decline	31	5h
+55	Vibe-Working in Finance with AI ? What about you	34	1d
+49	Del	26	3d
+44	PE VP: Thoughts on Quitting with Nothing Lined Up?	15	6h
+18	How do PE funds choose their advisors?	8	1d
+18	Acquisition Deal Structure: More Cash at Close vs. Smaller Equity Rollover in a Holdco	3	4d
+17	Is buyside worth it if most associate programs are 2 and out?	4	4d
+15	Those unemployed in PE 3+ months, how do you make progress every day?	1	2h
+13	How Cooked is Software PE?	1	2d
+12	Indian PE Landscape	2	1d

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

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

PE Ops to Investment Role

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

PE Ops to Investment Role

See All Comments - 100% Free

Trending Content - Private Equity Forum