Transition from Sales & Trading to Investing (VC/PE)

Would like to get community's thoughts on what can one do to transition into investing (VC/PE) with 2-3 years of experience in a trading role (debt financing desk)

74 WSO Academy Venture Capital Session Reviews: 4.67/5

Class of '23 Oct 2026 Cohort

5.00/5

Venture Capital LinkedIn Review

“Had a great recap meeting on what the next actionable steps should be for me when deciding which route to take and where i should be focussing my time in order to achieve the best outcome. we have decided to reschedule the rest of the sesssion until I have a more certain picture on what I would like to do going forward. ”

Class of '28 Apr 2025 Cohort

4.70/5

Venture Capital Mock Interview

“"Sam was incredibly helpful during our mock interview session. Not only is he a genuinely nice person who creates a comfortable environment, but he also provided me with highly actionable feedback on my answers. When I prep by myself, I often find myself falling into rabbit holes and overcomplicating things without realizing that my approach might be wrong. Sam immediately recognized these pitfalls and pointed them out clearly. His direct guidance on how to structure my answers has given me a concrete path forward, helping me avoid spinning my wheels on inefficient preparation methods. I really appreciate his constructive criticism and look forward to implementing these changes immediately”

See All 10,827 WSO Academy Reviews

Career Resources

+22	How to rank growth equity shops	3	2w
+6	New Growth Equity Firms	3	1w
+3	NEA Fellowship 2027	0	1w

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

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Transition from Sales & Trading to Investing (VC/PE)

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Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

Transition from Sales & Trading to Investing (VC/PE)

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