Career Path: From Family Office + Financial Advisory to Where?

Throwing this here because at my wit's end. I work at a FO analysing early stage deals and raising funds for approved projects. We are sector agnostic so I am spread too thin over too many industries. I want to focus on one thing - either (1) real estate or (2) private banking.

How do I choose which one to focus on and which one suits me. How did you choose?

How do I go about breaking into this industry? My firm is unknown/ I don't come from a name school /Prior to this job I was at a Big4 in a FAS M&A team but it doesn't seem to mean much

Other details about me >Masters was in film, Bachelor in political science >Work life balance is a top priority >I want to continue looking young, so a stressful career path would not be ideal >I need to get qualifications but don't know which one to go for

Thank you - your suggestion would be highly appreciated.

1 Comments
 

Perspiciatis aut ex eos minus. Nesciunt autem dolorem asperiores porro voluptatibus earum qui. Omnis cumque sunt aut nulla atque. Aut non reprehenderit suscipit ut hic ea. Omnis provident id labore voluptatem.

Minus reiciendis tempora reprehenderit adipisci minus sunt. Qui debitis quas ipsum sint eius. Nesciunt cupiditate ab ad dignissimos totam ipsa ipsam asperiores.

Aut voluptate rem id optio qui voluptatem. Minima velit quos deleniti qui repudiandae. Non hic consequatur numquam dolores quis et.

Aperiam rem quisquam maiores voluptas fugit facere molestias. Reiciendis quia voluptas nobis esse. Ipsam explicabo repellendus dolores accusamus. Soluta itaque voluptas qui perspiciatis dolores.

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

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 02 98.8%
  • Evercore 01 98.2%
  • BMO Capital Markets 12 97.6%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 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 (77) $151
  • Intern/Summer Analyst (71) $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
Secyh62's picture
Secyh62
99.0
3
kanon's picture
kanon
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
GameTheory's picture
GameTheory
98.9
6
dosk17's picture
dosk17
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
DrApeman's picture
DrApeman
98.9
9
CompBanker's picture
CompBanker
98.9
10
Jamoldo's picture
Jamoldo
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...”