Switching into RE

Hey monkeys,

I am currently working at a top BB bank in their Private Banking division in my first year out of undergrad. I’ve been there for around 5 months and have not been enjoying the work that I have been doing. I don’t see myself being an advisor and I’m looking for something more analytical and intellectually stimulating, which leads me to RE.

My senior year of undergrad, I worked part-time as an underwriting analyst at a smaller brokerage for 6 months where I learned directly under the MD. I worked on debt transactions as well as advised acquisitions for clients. It was a steep learning curve as I was expected to model right away and write up investment memos, but I enjoyed the work and learned a ton from this experience.

Fast forward to now, I am considering leaving my current role and moving into an acquisitions/capital markets role where I can keep learning and set myself up for a successful career in the industry (ideally REPE). I have begun connecting with people on LinkedIn in the area I am in (major city on West Coast) and want to start reaching out to build up a network. I’m also brushing up on my financial modeling and RE knowledge by reading books, industry reports, and taking financial modeling courses online.

Has anyone gone through this kind of switch? How long should I stay at my current role? Any shops to target that would be more accepting towards my situation?

I appreciate any feedback!

1 Comments
 

At in asperiores vitae vero. Reiciendis cum culpa voluptatem consequuntur velit ea voluptas molestias. Est quis aliquam voluptas. Ullam et molestiae ut quia illo dolorem aut. Earum architecto hic deserunt eius sunt. Qui sed molestias id. Esse maxime occaecati voluptas praesentium optio omnis nesciunt.

Inventore at quia fugiat. Animi quod in laudantium ullam dolores. Magnam numquam quis voluptatem.

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

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (47) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (74) $101
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
GameTheory's picture
GameTheory
98.9
6
DrApeman's picture
DrApeman
98.9
7
CompBanker's picture
CompBanker
98.9
8
dosk17's picture
dosk17
98.9
9
Betsy Massar's picture
Betsy Massar
98.9
10
Linda Abraham's picture
Linda Abraham
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...”