Jun 03, 2013
Trending Content - Wealth Management
Career Resources
Career Advancement Opportunities
August 2026 Investment Banking
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Evercore 01 99.4%
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Moelis & Company 01 98.9%
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JPMorgan 01 98.3%
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Morgan Stanley 08 97.8%
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Goldman Sachs 02 97.2%
Overall Employee Satisfaction
August 2026 Investment Banking
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Moelis & Company No 99.4%
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Evercore No 98.9%
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Morgan Stanley 01 98.3%
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Banco Santander 02 97.8%
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BMO Capital Markets 12 97.2%
Professional Growth Opportunities
August 2026 Investment Banking
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Evercore 01 99.4%
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Moelis & Company 01 98.9%
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Morgan Stanley 06 98.3%
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Goldman Sachs 01 97.8%
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JPMorgan 01 97.2%
Total Avg Compensation
August 2026 Investment Banking
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Vice President (16) $429
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Associates (47) $258
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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 (83) $151
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Intern/Summer Analyst (74) $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
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99.2 |
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99.0 |
| 3 | |
99.0 |
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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...”
Need a lot more info and more specifics on your work experience and background.
1) Since UBS has both, are you on a true PWM Team or in WM? 2) Are you in a major market or a small city?
3) What role(s) what you had (FA, WSA, CSA)?
4) When you say you're interested in moving into an "analyst type role" what specifically are you focusing on (AM, IBD, ER)?
More info will definitely help, but regardless of your answers to these questions it will be very difficult to move directly from PWM to IBD, AM, ER especially after 3 years of FT WE. I think looking for analyst/research/institutional sales/etc. roles at mutual fund companies is a good way to go because PWM and MFs go hand in hand, you make a million contacts at mutual fund companies being in PWM, and there are so many opportunities to network and get your resume out there because there are so many mutual funds.
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