Mar 08, 2013
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%
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JPMorgan 01 98.4%
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Morgan Stanley 08 97.8%
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Goldman Sachs 02 97.3%
Overall Employee Satisfaction
August 2026 Investment Banking
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Moelis & Company No 99.5%
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Evercore No 98.9%
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Morgan Stanley 01 98.4%
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Banco Santander 02 97.8%
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BMO Capital Markets 12 97.3%
Professional Growth Opportunities
August 2026 Investment Banking
-
Evercore 01 99.5%
-
Moelis & Company 01 98.9%
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Morgan Stanley 06 98.4%
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Goldman Sachs 01 97.8%
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JPMorgan No 97.3%
Total Avg Compensation
August 2026 Investment Banking
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Vice President (16) $429
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Associates (50) $259
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3rd+ Year Analyst (8) $210
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2nd Year Analyst (25) $178
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Intern/Summer Associate (14) $159
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1st Year Analyst (84) $151
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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...”
PWM analysts (and tons of other professions outside of finance) use spreadsheets because they make filtering, screening, data organization/manipulation, etc easier but there really isn't much modeling done through excel in PWM... proprietary software and third party services are mainly used for research, portfolio construction/backtesting, financial planning, etc
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