Corp Dev to Asset Management or Tech-focused PE? (MBA or CFA needed? Should I just stick in Corp Dev long-term?)

Hi, I'm currently working in corporate development at a large Fortune 200 tech company. I got in from previous corp dev experience at a large tech company in the Fortune 50 through a Finance Development Program (Skipped IB). I thought it'd be a great lateral move given I was already in the tech industry, I have a passion for investing/value-investing/DCF-modeling, want to learn more about strategy, as well as exposure to upper-management/c-suite. I really like the role so far due to these factors and don't have real aspirations of being a CFO. I'd love in the future to pivot to investing in the public markets via Asset Management Mutual Fund, or join a PE-focused firm that invests in tech companies I've been learning about as I gain more experience in the tech industry. Public markets is honestly my preferred path, and I look up to people like Peter Lynch, Warren Buffett, Howard Marks, etc. I have no desire to go into investment banking due to the work honestly not being as interesting, and the long hours. Not sure if I'd want to do MBB/Consulting either as I feel I'm getting similar experience in Corp Dev with better work-life balance (Also, again, I'm more passionate about investing!). 

After ~6months in the role I just want to better understand my path forward, do I: 

  1. Stick on the Corp Dev path > Get an MBA and keep climbing the Corp Dev ladder > Jump opportunistically to another corp dev shop for better comp when it becomes stagnant

  2. Stick on Corp Dev path for now > Get MBA/CFA (Do I need either?) > Asset Management/Mutual Fund/Portfolio Management

  • I'm honestly unsure of the best Asset Management firms, and how to break in to the industry. What credential do I need? The job titles on LinkedIn don't seem uniform and vary company by company as well. 
  1. Stick on Corp Dev path for now > Get MBA > PE-focused firm in technology (I know this would be a long-shot without banking, but still an option - not sure if an MBA would help much either). 

Hope this makes sense, and appreciate any guidance. Cheers! 


Est aut qui consequuntur nemo veniam id maiores. Voluptas labore dolores minus nulla. Dolorum consequuntur quos odit incidunt consequatur. Sed consequatur vitae nam asperiores sed mollitia.

Hic maiores ut veniam esse aut rerum. Qui aliquid veritatis beatae eligendi esse.

Magni maxime non mollitia asperiores dolorum dolores voluptas. Quam molestias officiis nam asperiores adipisci nulla quae. Sit quo ullam molestiae quis. Et similique quia sequi. Aut quasi dolores maiores voluptatibus mollitia dolores.

Career Advancement Opportunities

March 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. (++) 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 04 97.1%

Overall Employee Satisfaction

March 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 11 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

March 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 06 97.7%
  • Lincoln International 04 97.1%

Total Avg Compensation

March 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (82) $263
  • 3rd+ Year Analyst (12) $184
  • Intern/Summer Associate (32) $172
  • 2nd Year Analyst (62) $169
  • 1st Year Analyst (194) $159
  • Intern/Summer Analyst (142) $101
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...”


From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”