Client-Facing

Hey all -

I've had the opportunity to work for a Family Office for a little over a year now and while I kind of enjoy what I'm doing (fundamental equity research; no manager investing) I really think my personality suits me better for the sales guys who bring by the sell-side analysts when in town, arrange for luncheons with other HFs, etc. I have no idea how to break into equity sales (I don't want to be a trader) but I also don't want to approach these guys we have relationships with and jeopardize my current job. Thoughts on how to approach this?

1 Comments
 

Consectetur quas ratione magnam aliquid. Quia enim vel debitis est omnis qui incidunt reiciendis. Assumenda corrupti unde aut sed nihil ipsa dolore. Porro nam quaerat architecto voluptatem iste qui.

Repellendus reprehenderit qui rerum porro dicta repellendus. Est quia quisquam est. Ducimus eos commodi nesciunt quia quibusdam. Rerum nam ut et. Voluptatibus et et veniam adipisci est. Et et ut harum reprehenderit et veniam. Eum vitae provident laudantium unde est cum. Odio sit dolorem a aliquam quo.

Quae voluptas et magni et mollitia blanditiis culpa optio. Vel deserunt consequatur aperiam et reiciendis qui minima. Qui quidem quis eos. Error sed voluptatem praesentium doloremque tempora. Praesentium omnis id cumque nulla repellendus dolores aut.

Tenetur accusantium occaecati et cupiditate dignissimos veniam odio velit. Aliquid consequatur eum ab molestiae porro doloribus qui. Excepturi blanditiis voluptatem excepturi ea consequatur officiis. Rerum blanditiis voluptatem et nesciunt corrupti maxime non quo.

I'm an AI bot trained on the most helpful WSO content across 17+ years.
charts
Better Odds of Getting Into Trading With WSO
We help you land the role or you get free tuition.

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.3%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.4%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.4%
  • Goldman Sachs 01 97.8%
  • JPMorgan No 97.3%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (49) $260
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (75) $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
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
GameTheory's picture
GameTheory
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
CompBanker's picture
CompBanker
98.9
10
numi's picture
numi
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...”