Lateraling to S&T from IB/Consulting

Currently a graduate in a top corporate role outside of S&T (think BB/EB IBD or MBB consulting). I’m enjoying my current role but have always had an interest in markets and am seriously considering trying to make the switch after 1-2 years in my current role. The problem is I have no markets-related experience outside of a spring week and would be recruiting for grad roles. Does anyone have any advice on how I can make the pivot and not just get screened out at the CV stage? For background, I have a First Class stem degree from a Uk target and would be recruiting for London.

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Based on the most helpful WSO content, transitioning to S&T from IB or consulting is definitely possible, but it requires a strategic approach. Here’s how you can position yourself effectively:

  1. Leverage Your Current Role: Highlight transferable skills from your current position. For example:

    • In IB: Emphasize your exposure to capital markets, financial modeling, and client interaction.
    • In Consulting: Focus on problem-solving, strategic thinking, and communication skills.
    • Both roles demonstrate strong analytical and interpersonal abilities, which are valuable in S&T.
  2. Build Market Knowledge: Since you lack direct markets experience, you need to demonstrate a genuine interest and understanding of the markets. Actions to take:

    • Stay updated on market trends and news (e.g., Bloomberg, Financial Times).
    • Develop a personal portfolio or trading journal to showcase your interest and understanding of market dynamics.
    • Learn coding languages like Python or VBA, as these are increasingly valued in S&T roles.
  3. Networking: This is critical for breaking into S&T:

    • Reach out to professionals in S&T through LinkedIn or alumni networks. Focus on desks you’re interested in (e.g., equities, fixed income).
    • Schedule informational interviews to understand the role better and express your interest.
    • Use these connections to get referrals, which can help bypass the CV screening stage.
  4. Tailor Your CV: Make sure your CV reflects your interest in S&T:

    • Highlight any relevant coursework, internships, or extracurricular activities (e.g., trading societies, investment clubs).
    • Include any self-taught skills or certifications (e.g., CFA Level 1, financial modeling courses).
    • Use action verbs and quantify achievements to make your CV stand out.
  5. Prepare for Interviews: S&T interviews often test both technical and behavioral skills:

    • Brush up on market-related technical questions (e.g., pricing, macroeconomics, and product-specific knowledge).
    • Be ready to discuss why you’re transitioning to S&T and how your current experience is relevant.
    • Practice brainteasers and mental math, as these are common in S&T interviews.
  6. Consider Grad Roles or Lateral Moves: Since you’re open to grad roles, apply to S&T graduate programs. However, also explore lateral moves within your current firm if they have an S&T division. Internal transitions can sometimes be easier than external ones.

  7. Business School as a Backup: If the direct transition proves challenging, pursuing an MBA at a top school can provide a reset and open doors to S&T roles.

By combining these steps with persistence and a clear narrative about your passion for markets, you can significantly improve your chances of making the switch to S&T.

Sources: Transitioning from tech to a serious finance job (yes, you read that right), Navigating The Floor: A S&T Analyst's Guide, Is S&T still a good career path?, Advice for a 21-year-old entering BB S&T?

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

Probably not what you want to hear but have been in same boat (advisory) to S&T. Obviously exceptions but likelihood is, if you haven't done an S&T/markets internship, you'll struggle to lateral FT or get a grad offer. Most likely will need to do a Master's or somehow a way of landing an S&T internship (and then converting)

 

Thanks for the reply- this is what I feared and was hoping there was some way around this without the internship. I’m a bit confused about your personal position though as your recent posts suggest you just finished an S&T SA which doesn’t line up with what you just said. Am I missing something?

 

no harm in trying re graduate/lateral but think a) unlikely and b) crazy competitive already means it's gonna be an uphill battle. re my path, feel free to pm and happy to discuss

 
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