How to go from BB Sales -> Trading?

Based on the most helpful WSO content, transitioning from a Sales role to a Trading role within a BB (Bulge Bracket) is possible but not overly common. Here are some key insights and actionable steps:

1. Internal Mobility:

   • Many BBs have internal mobility programs, but moving from Sales to Trading can be challenging as the skill sets and day-to-day responsibilities differ significantly.
   • If you're set on Trading, it's worth expressing your interest early on, but be strategic. Focus on excelling in your Sales role first to build credibility and relationships within the firm.

2. Summer Internship Strategy:

   • During your summer internship, network with traders on the desk and express your interest in learning about their work.
   • If possible, ask for opportunities to shadow traders or assist with tasks that overlap with trading responsibilities. This can help you demonstrate your interest and capability.

3. Securing a Return Offer:

   • Prioritize securing a return offer first. Once you have a full-time position locked in, you can explore mobility options more comfortably.
   • Use the time between your internship and full-time start to deepen your knowledge of trading and build relationships with traders.

4. Skill Development:

   • Develop technical skills relevant to trading, such as coding (Python, VBA), quantitative analysis, and market modeling.
   • Demonstrating these skills can make you a more attractive candidate for a trading role.

5. Networking:

   • Leverage your network within the firm to connect with traders and learn about potential opportunities.
   • Building strong relationships with both Sales and Trading professionals can increase your chances of making the transition.

6. Long-Term Perspective:

   • If you’re unable to transition directly to Trading, consider excelling in Sales and positioning yourself for a move to a Hedge Fund (HF) that values your client-facing experience.
   • Some HFs appreciate Sales professionals for their market knowledge and client relationships, which can be a stepping stone to a trading role.

While Sales is not necessarily a "pigeon-toe" career move, it does have a different trajectory compared to Trading. If your ultimate goal is to move to a Hedge Fund as a trader, focusing on building transferable skills and networking within the firm will be crucial.

Sources: Summer - BX RE vs. Top3 BB IBD, , Advice for a 21-year-old entering BB S&T?, How to go from BB SA to MBB full time?, Commodity Sales at BB - Culture, Hours, Career Prospects/Growth?