Trade Execution Career Progression

Hey guys, currently I'm an investment analyst at a small asset / pw management shop with just over 7 bn aum. The pay here is not great, and the career progression opportunities seem slim so I am debating leaving, Recently I was offered a position as a trade execution specialist at a much bigger shop (400bn+ AUM) which gives me a 30% raise and much better flexibility. I am not certain what my long term goals are, but the loose thinking is to be a PM or something adjacent. If i love trading and can eventually make 200k+_in it that's fine too. Would this be a downgrade from what I have now? Really don't want to make a mistake here. I am 24 for context. The trading id be doing is for ultra high net worth individuals and will take into account their larger portfolio, long term goals, and tax implications. I will have discretionary authority over what is sold.

Thanks in advance for any comments!!

280 WSO Academy Sales & Trading Session Reviews: 4.85/5

Class of '28 Aug 2026 Cohort

5.00/5

Sales & Trading Career Roadmap (optional)

“John listened before giving advice. I told him I had accepted an offer at Bank of America but was still interested in JLL and Wellington. Instead of telling me what to do, he asked what I wanted from my career and helped me think about which path would give me more options. I also liked that he was honest about what he knew and didn’t know. He gave me a clear reason to keep working toward JLL, while reminding me that Bank of America was still a good place to start. When I practiced my interview answer, he told me what worked and gave me one simple way to improve it. That made the feedback easy to use. Most of all, John made me feel less stressed about figuring everything out right now. He offered to help with a mock interview too, which meant a lot to me. ”

Class of '28 Apr 2026 Cohort

5.00/5

Sales & Trading Mock Interview

“The mentor provided extremely detailed and thoughtful feedback throughout our session. What I appreciated most was that the advice was not generic. He took the time to understand my background, past experiences, and the specific roles I am currently recruiting for, and then tailored his suggestions accordingly. He also connected many of his recommendations to his own professional background and experiences, which made the feedback much more practical and credible. Instead of simply telling me what to change, he explained why certain answers or approaches would be more effective and how an interviewer might interpret them. He also shared specific examples from his own experience to illustrate his points. I came away from the session with a much clearer understanding of both my strengths and the areas I should improve, as well as several concrete ways to strengthen my interview preparation. Overall, the session was extremely helpful, personalized, and actionable, and I would definitely work with him again.”

See All 11,101 WSO Academy Reviews

1 Comments

WSO Monkey Bot

O

7mo

Quia enim dolores atque et eaque quidem sequi. Laboriosam odio in qui eius. Consequatur consectetur et impedit suscipit. Sit enim modi unde praesentium sit vel error id. Quibusdam expedita sed doloremque.

Voluptatem est quia impedit quas. Voluptatem ad amet non et animi tempore incidunt. Provident dignissimos doloribus iste ullam. Est non qui dolor ut aut officia.

+20	Starting out in Merchandising to Trading Desk.	6	4d
+14	Best way to move to NYC, LDN from Tokyo	7	5d
+12	Rates Vol TA -> FO Macro Sales?	1	3d
+9	corp derivs sales in Canada - good seat or dead end?	0	4h
+9	Moving from Electronic Trading Coverage to a Risk-Taking Seat?	1	4d
+6	Sales and Trading Recruitment for Summer 2028	3	14h
+6	Dubai trading desk to NYC?	1	19h
+3	Choosing SNT summer internship london	9	1d
+1	Starting on trading desk after being in Compliance	3	2d

1	redever	99.2
2	BankonBanking	99.0
3	kanon	99.0
4	Secyh62	99.0
5	Betsy Massar	98.9
6	CompBanker	98.9
7	GameTheory	98.9
8	dosk17	98.9
9	DrApeman	98.9
10	Mimbs	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Trade Execution Career Progression

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Trade Execution Career Progression

See All Comments - 100% Free

Trending Content - Sales and Trading Forum