Pivot - Next Move

Currently in a structured finance group at BB. Starting to look for next opportunity. Credit desk is looking for an entry level analyst, while this is a lateral move may further open doors by gaining transferable skills. Also have the opportunity to move up to a Sr. Financial Analyst role in what is more of a consulting role. Is it better to align long term goals by taking the step back/sideways or get the Sr. title? Which opportunity seems stronger? Are both worth interviewing for? Career trajectory, comp, b-school, etc. Thanks

299 WSO Academy Sales & Trading Session Reviews: 4.86/5

Class of '28 Apr 2026 Cohort

5.00/5

Sales & Trading Mock Interview

“My mock session with Joyce was genuinely useful and very targeted. Rather than generic advice, she caught specific delivery habits I need to fix before my Superday. First, she pointed out how often I lean on filler words like "like" and "emm", and gave me a clear fix: pause instead of filling the silence. Second, she told me to slow down my pace overall, which should make my answers sound more confident and easier to follow. Third, she flagged that my opening warm-up came across as a bit stiff, and coached me to be warmer and more personable in the first few minutes so I build rapport before the technical part starts. All three points are things I can practice immediately, which is exactly what I needed at this stage of prep. The session felt focused and honest about what needs work, and I came out with a clear practice list. I would happily book with Joyce again for another round closer to the Superday.”

Thompson Rivers University

Class of '29 Nov 2026 Cohort

4.56/5

Sales & Trading Career Roadmap (optional)

“I had a great experience speaking with him and genuinely appreciated the time he took to share his insights and experiences. He was extremely knowledgeable about the Sales & Trading industry and did a great job explaining different aspects of the role, the industry, and what it takes to build a career in this space. He communicated exceptionally well, was approachable and kind throughout the conversation, and made it very easy to ask questions and engage in a meaningful discussion. I particularly appreciated that he provided actionable advice and practical takeaways that I can apply as I continue exploring opportunities in Sales & Trading and preparing for internship recruiting. He was also very accommodating when it came to scheduling the conversation. Overall, it was a very valuable networking experience, and I am grateful for his willingness to share his knowledge and offer guidance to someone early in their finance career.”

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+9	S&T at an IB or Product Owner at Revolut?	1	6d
+9	Non-Compete When Moving from a Commodity Trading House to HF	1	1d
+9	How Do I Break In / Land A Trading Seat?	1	2d
+7	GS vs MS vs JPM S&T SA 2027	4	1d

1	redever	99.2
2	BankonBanking	99.0
3	Secyh62	99.0
4	kanon	99.0
5	Betsy Massar	98.9
6	DrApeman	98.9
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10	Mimbs	98.8

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Pivot - Next Move

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Pivot - Next Move

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