Hi everyone, I recently received an interview for this role in the NYC office. I was wondering if anyone had any insight on it, career progression, etc. I've always been interested in the Portfolio Management side of Wealth Management, and on paper, this seems like a good way to get my foot in the door and some experience. Thanks!
May 22, 2025
Trending Content - Wealth Management
| +9 | Big 4 Audit --> GoldmanSachs PWM Financial Analyst | 1 | 2w |
| +7 | Is WM Worth it? | 1 | 1w |
Career Resources
Career Advancement Opportunities
August 2026 Investment Banking
-
Evercore 01 99.5%
-
Moelis & Company 01 98.9%
-
JPMorgan 01 98.4%
-
Morgan Stanley 08 97.8%
-
Goldman Sachs 02 97.3%
Overall Employee Satisfaction
August 2026 Investment Banking
-
Moelis & Company No 99.5%
-
Evercore No 98.9%
-
Morgan Stanley 01 98.4%
-
Banco Santander 02 97.8%
-
BMO Capital Markets 12 97.3%
Professional Growth Opportunities
August 2026 Investment Banking
-
Evercore 01 99.5%
-
Moelis & Company 01 98.9%
-
Morgan Stanley 06 98.4%
-
Goldman Sachs 01 97.8%
-
JPMorgan No 97.3%
Total Avg Compensation
August 2026 Investment Banking
-
Vice President (16) $429
-
Associates (50) $259
-
3rd+ Year Analyst (8) $210
-
2nd Year Analyst (25) $178
-
Intern/Summer Associate (14) $159
-
1st Year Analyst (84) $151
-
Intern/Summer Analyst (75) $101
16 IB Interviews Notes
“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”
Leaderboard
| 1 |  |
99.2 |
| 2 | |
99.0 |
| 3 | |
99.0 |
| 4 | |
99.0 |
| 5 | |
98.9 |
| 6 |  |
98.9 |
| 7 |  |
98.9 |
| 8 | |
98.9 |
| 9 | |
98.9 |
| 10 | |
98.8 |
From 10 rejections to 1 dream investment banking internship
“... I believe it was the single biggest reason why I ended up with an offer...”
Dolorum est et est. Rerum velit facere vel. Totam ut quam ea adipisci hic aliquid. Quidem qui eum hic omnis omnis sequi voluptates iste. Omnis autem laboriosam optio. Molestiae molestias ducimus voluptas molestiae.
Qui ut repellendus sit voluptas at. Doloribus vel aut odio dolores sit. Velit et enim non consequuntur corrupti.
Et itaque voluptatem aperiam blanditiis est. Fuga sint non sapiente perferendis. Consequuntur aut ut illo quo.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...