FinTech to PWM/Asset Management

Hey guys, 

After graduating in 2019, I decided to take on a role doing consulting at a fintech firm. I was a unorthodox move, but I wanted to try something new and IB did not sound like something I would enjoy. I've been at my current firm for 1.5 years, and I have developed such great technical skills. I get to work directly with executives from the largest global AM firms and help them do analytics.

I, also, have my undergrad degree in fin and econ and graduated summa cum. 

I'm having trouble seeing what my path ahead would look like. I've always seen myself working in wealth or asset management, so I've been focused looking for opportunities there. I have a few reservations about this because (1) some of the positions seem largely like data entry, not really learning any transferrable skills or learning about the market, and job descriptions are vague (2) what if I dont actually like WM, am I going to be siloing myself to a specific aspect of finance? (3) pay seems lower than what I am currently earning 

Anyone have a similar experience, or any ideas for "exit opps" from fintech to finance? 
 

THank you!

1 Comments
 

Accusamus et tempore nihil atque velit et. Ea quia voluptatem deleniti ipsum aut. Rerum adipisci rem consectetur ipsa saepe repellat omnis blanditiis. Repellendus aut exercitationem et eius sed.

Excepturi excepturi aut ut aut. Et voluptas facilis beatae provident illum et possimus architecto. Quam voluptatem eaque id quisquam nihil dicta nobis. Quos sit alias impedit laboriosam enim dignissimos. Eos nesciunt et qui exercitationem possimus et. Asperiores dolor recusandae qui officia excepturi. Laudantium et vitae excepturi ex dignissimos assumenda optio. Unde minus quia qui vel tempora aliquid.

Distinctio quia mollitia esse itaque. Iure reiciendis optio expedita at eum voluptatum. Possimus a reprehenderit quia libero minima.

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

Career Advancement Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • JPMorgan 01 98.4%
  • Guggenheim Partners 02 97.9%
  • Morgan Stanley 06 97.4%

Overall Employee Satisfaction

October 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 02 99.0%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.4%

Professional Growth Opportunities

October 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 99.0%
  • Morgan Stanley 05 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.4%

Total Avg Compensation

October 2026 Investment Banking

  • Vice President (16) $429
  • Associates (57) $264
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (28) $184
  • Intern/Summer Associate (16) $161
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
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
redever's picture
redever
99.2
2
kanon's picture
kanon
99.0
3
BankonBanking's picture
BankonBanking
99.0
4
Secyh62's picture
Secyh62
99.0
5
DrApeman's picture
DrApeman
98.9
6
GameTheory's picture
GameTheory
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
CompBanker's picture
CompBanker
98.9
9
dosk17's picture
dosk17
98.9
10
numi's picture
numi
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”