PWM- HF/PE

Hey all.

Just graduated from a small business school in RI with around a 3.7 GPA in Finance/Data Analyics double major and full CFA scholarship. Had a phone call with Lazard PCA through a MD I know there out of the NYC office but was not given a superday because I did not have IB internship and my experience came from equity research on my schools 1.5mm equity fund and 2 internships for advising. This is mostly due to the fact that I had no idea what I wanted to do at 19 years old lmao. So I started my career in PWM as an analyst and am studying for L1. So far i'm liking the material, don't find it difficult and definitely want to finish the three exams but I still want to do investment banking and my question is - can I finish the CFA exams by the time I am 23-24 then get my MBA and then go IB or buy side? Was also thinking of ripping through the Wall Street Prep premium to ramp up my modeling as well. Have experience building out full 3 statements and DCFs with perpetuity or EBITA and obviously comps.

I am really interested in global macro type stuff, am personable, have worked crazy hours to pay tuition etc. so I know I can handle the lifestyle.

Just really not trying to spend my life managing grandma and grandpa's retirement portfolio full of 6-7 etfs/funds.... Would rather close deals.

Someone please give me hope - lol

Cheers

1 Comments
 

Necessitatibus natus sit dolorum inventore veniam. Commodi culpa error vero enim eum. Asperiores in accusamus odit voluptates. Quis a nam corrupti et adipisci cum omnis rem.

Dignissimos voluptas quisquam rerum aut autem incidunt. Enim ratione architecto ex veritatis. Quasi quas iure a. Animi mollitia minima qui dolorum quidem.

Nostrum doloribus magni deserunt velit. Quas temporibus eum id officia ut deserunt facere. Quis est assumenda voluptas et. Laborum ab officia ipsam sapiente molestiae.

Est quidem in nisi. Dolorum saepe ut quo laboriosam. Aut aut odit non autem consequatur voluptates dolorem. Dolore voluptas quam minima. Quaerat cupiditate provident quos.

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

Career Advancement Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Morgan Stanley 08 97.8%
  • Goldman Sachs 02 97.2%

Overall Employee Satisfaction

August 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 98.9%
  • Morgan Stanley 01 98.3%
  • Banco Santander 02 97.8%
  • BMO Capital Markets 12 97.2%

Professional Growth Opportunities

August 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.8%
  • JPMorgan 01 97.2%

Total Avg Compensation

August 2026 Investment Banking

  • Vice President (16) $429
  • Associates (47) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (25) $178
  • Intern/Summer Associate (14) $159
  • 1st Year Analyst (83) $151
  • Intern/Summer Analyst (74) $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
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
GameTheory's picture
GameTheory
98.9
6
CompBanker's picture
CompBanker
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
dosk17's picture
dosk17
98.9
9
DrApeman's picture
DrApeman
98.9
10
Mimbs's picture
Mimbs
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...”