Investment Analyst- Private Wealth Management Firm 2 billion AUM

What are the exit opportunities for an investment analyst working for a PWM RIA co-managing(4 analysts total) about 2B? Mostly asset allocation analysis with select individual company investing.

Also does having the CFA change the trajectory in any way?

1 Comments
 

Provident ad consequuntur facere veritatis velit. Perferendis aspernatur ducimus error corrupti aut necessitatibus. Perferendis perspiciatis quia quae mollitia qui sit exercitationem. Pariatur aut optio at aut ipsa. Reprehenderit veniam est cum eius. Quasi vel molestiae ipsum eveniet nulla. Ad similique praesentium autem aut occaecati.

Suscipit dolor est ipsa exercitationem. Ut aut ducimus voluptatibus est quas. Ullam sequi eveniet praesentium rerum qui.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.8%
  • JPMorgan 01 98.2%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 01 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.8%
  • Morgan Stanley 05 98.2%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (43) $259
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (75) $151
  • Intern/Summer Analyst (68) $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

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...”