Seeking Advice: Trading Startup vs. Investment Company – Which Path Is Best for IB/PE or should I continue in Sales & Trading?

I'm currently in my second year of university and doing a summer internship at an investment company / industrial serial acquirer with €160M in annual revenue and around 40 subsidiaries. While most of my work is in business development, I’ve recently started getting exposure to M&A – supporting due diligence and strategic assessments. They've offered me a 75% part-time position during my final year, with the potential to transition into a full-time role thereafter.

Before this internship, I worked part-time as a Junior Sales Trader at a trading startup focused on environmental commodities – primarily Guarantees of Origin, EU ETS, and Carbon Credits. We're a small three-person team, and during our first 8 months we've generated €6.7M in revenue with a 15% net margin. I’ve currently paused that role during the summer.

Now I’m a bit torn on what path to choose for my long-term career in Investment Banking or Private Equity – which was my initial goal. Should I continue pursuing that path via the investment company, or just double down on the trading startup where I’m already seeing strong commercial traction and the potential to make serious money early on?

At the same time, I'm aware of the regulatory risk in the environmental certificates market – part of me worries that “Ursula von der Leyen wakes up one day and decides to replace the entire system.” That uncertainty makes me question whether this is just short-term upside or something sustainable long-term.

Would really appreciate any input from those who’ve faced similar decisions or taken alternative paths into IB/PE or works within Sales & Trading today.

5 Comments
 

Based on the most helpful WSO content, here’s how you can approach your decision:

1. Investment Banking/Private Equity Path

  • Investment Company Role: Your current internship at the investment company offers exposure to M&A, which is directly relevant to IB and PE. The part-time offer during your final year and potential full-time role afterward could provide a stable and structured path into these fields. M&A experience is highly valued in IB/PE, and working on due diligence and strategic assessments aligns well with the skill set required for these roles.
  • Branding and Exit Opportunities: While the investment company may not have the prestige of a bulge bracket bank or elite boutique, the M&A exposure could still position you well for IB/PE recruiting, especially if you can leverage your experience to tell a compelling story during interviews.

2. Sales & Trading Path

  • Trading Startup: Your role at the trading startup demonstrates entrepreneurial experience and strong commercial results (€6.7M revenue with a 15% margin in 8 months is impressive). This could be a lucrative path if you’re passionate about markets and enjoy the fast-paced, revenue-driven nature of trading.
  • Regulatory Risk: Your concern about regulatory risk in the environmental commodities market is valid. While the market has significant growth potential, it’s also subject to political and regulatory changes that could impact its long-term viability. This uncertainty makes it a higher-risk, higher-reward option compared to the investment company role.

3. Key Considerations for Your Decision

  • Long-Term Goals: If your ultimate goal is IB/PE, the investment company role aligns more closely with the skills and experience required for these fields. However, if you’re open to a career in Sales & Trading or entrepreneurship, the trading startup could be a better fit.
  • Optionality: The investment company role provides a more traditional and stable path with broader exit opportunities. The trading startup, while potentially lucrative, is more niche and may limit your ability to pivot into IB/PE later on.
  • Passion and Interest: Consider which role aligns better with your interests and strengths. If you’re passionate about markets and enjoy the entrepreneurial aspect of the trading startup, it might be worth pursuing despite the risks. On the other hand, if you’re more interested in corporate finance and deal-making, the investment company role is a better fit.

4. Suggested Path Forward

  • Leverage Both Experiences: If possible, continue part-time at the trading startup while pursuing the investment company role. This allows you to keep your options open and gain diverse experience.
  • Focus on Networking: Regardless of the path you choose, networking will be critical for breaking into IB/PE. Use your current roles to build connections and demonstrate your value to potential employers.
  • Evaluate the Startup’s Potential: If the trading startup shows strong growth and you believe in its long-term potential, it could be worth doubling down. However, ensure you’re comfortable with the risks involved and have a contingency plan in case the market changes.

Ultimately, your decision should be based on your long-term career goals, risk tolerance, and personal interests. Both paths have their merits, but the investment company role offers a more direct route to IB/PE, while the trading startup provides entrepreneurial experience and potential for early financial success.

Sources: Why choose Sales and Trading over Investment Banking?, https://www.wallstreetoasis.com/forums/qa-consulting-pe-early-stage-startup-b-school?customgpt=1, Startup PE Shop - Self Funded, Staying a third year as a PE associate vs. doing something nontraditional, Rising Junior Losing Hope and In Need of Advice

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

They're 2 different paths. Trading is less stable, but longer tails. I'd say it's likely that PE and Trading have the same expected value, very different variance. 

Why PE? Is there something intrinsic to it that trading doesn't provide? Or is it just the "classic, stable" path many pick because they can't figure out what they actually like? 

 

If it was ordinary trading (stocks, futures, and so on) I would not be as worried. But as I said earlier, environmental certificates as Guarantees of Origin, I am not so sure that this will be around forever and I need to make a decision. What would you do if you were in my shoes and what do you do today?

 

That was a first internship very early on. No need to go back there if you don't want, you can very easily try to use that experience + network to go for something that has more staying power and demand. You have the experience likely needed to end up in an IB or S&T desk at a bank if you network and such. 

When you're still a student, it's best to find out what path you tolerate the most, because at the entry level pretty much all jobs are not the best. If you can tolerate IB for 2 years, you can go to firms where you might eventually end up doing really interesting work. If you can tolerate and like trading, then S&T is still a good path(but pick up some DS if you're doing this path. While not strictly needed, it helps a lot and could lead to roles in prop shops)

 

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