From post-investment portfolio management to PE

Hi fellow monkeys:

I graduated from college in 2012, and was wondering if I can seek your advice on how I can transition into a PE role at a decent platform please? I knew I liked investment due to the intellectual aspect, but was not very clear on what kind of investment I would like to do, so I started my career in one of the top 3 mutual fund companies (think fidelity, BLK, schroders, etc) as an investment analyst on the fixed income macro fund.

After 2 years, i realized that I am more interested in long-term investment, and in identifying value in companies. so i started my transition into this field from macro. Since I didn't do banking after college, the transition has not been easy, but I was able to find a role as a high yield credit analyst (still in public market) from 2014-2015. In late 2015, I found my current position as an early stage TMT investment analyst at my current platform - the name is great, and I do like private equity investment. However, my current platform is not so great, and since joining ~1 year ago, we have not been able to close any deals. My experience so far is limited to portfolio management of investment companies, deal screening, pre-term sheet DD,self-drive DD, and some modeling from my credit role.

I am in the process of applying to MBA this September, and would really appreciate your advice on how I can leverage my current experience (+ any extra work I can do on my own), to transition into a better private equity platform after MBA? I am open to all sorts of PE , but would just like the platform to be more intense and productive than my current one. I am open to doing a pre-MBA internship before MBA starts next september. My other stats are reasonably good, and I'm hoping for M7 for MBA admissions.

Thank you for your feedback in advance!

Career Advancement Opportunities

March 2024 Private Equity

  • The Riverside Company 99.5%
  • Warburg Pincus 99.0%
  • Blackstone Group 98.4%
  • KKR (Kohlberg Kravis Roberts) 97.9%
  • Bain Capital 97.4%

Overall Employee Satisfaction

March 2024 Private Equity

  • The Riverside Company 99.5%
  • Blackstone Group 98.9%
  • KKR (Kohlberg Kravis Roberts) 98.4%
  • Ardian 97.9%
  • Bain Capital 97.4%

Professional Growth Opportunities

March 2024 Private Equity

  • The Riverside Company 99.5%
  • Bain Capital 99.0%
  • Blackstone Group 98.4%
  • Warburg Pincus 97.9%
  • Starwood Capital Group 97.4%

Total Avg Compensation

March 2024 Private Equity

  • Principal (9) $653
  • Director/MD (21) $586
  • Vice President (92) $362
  • 3rd+ Year Associate (89) $280
  • 2nd Year Associate (204) $268
  • 1st Year Associate (386) $229
  • 3rd+ Year Analyst (28) $157
  • 2nd Year Analyst (83) $134
  • 1st Year Analyst (246) $122
  • Intern/Summer Associate (32) $82
  • Intern/Summer Analyst (313) $59
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
BankonBanking's picture
BankonBanking
99.0
4
Betsy Massar's picture
Betsy Massar
99.0
5
CompBanker's picture
CompBanker
98.9
6
dosk17's picture
dosk17
98.9
7
GameTheory's picture
GameTheory
98.9
8
DrApeman's picture
DrApeman
98.9
9
kanon's picture
kanon
98.9
10
bolo up's picture
bolo up
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...”