From Sales (Gartner) to finance/working for a BB?

I have recently started my career at Gartner as an Account Manager (MSE). Do you think it might be possible to make a transition into finance, a couple years down the road? Possibly into a BB and doing something which could be related to my current work experience. Also open to the idea of considering an MBA, should it be the only plausible way.

Thanks for any insight!

WSO Elite Modeling Package

  • 6 courses to mastery: Excel, Financial Statement, LBO, M&A, Valuation and DCF
  • Elite instructors from top BB investment banks and private equity megafunds
  • Includes Company DB + Video Library Access (1 year)

Comments (11)

Apr 18, 2021 - 6:50pm

I guess it depends what exactly you want to do at a BB. I noticed JPMorgan has relationship partner openings for IB which your current experience would play into. There's other client facing roles that you could apply for as well it might just not be an Investment Banking Analyst, Associate, etc. 

Best of luck.

Apr 18, 2021 - 8:49pm

For sure. I thought about mentioning that. That's definitely another route. Being that an Account Manager can mean different things depending on the company, I'd note that it's valuable if you have experience meeting and/or exceeding quotas. If you can drive that home when you prospect folks at the BBs, you should be able to achieve some success. 

Learn More

300+ video lessons across 6 modeling courses taught by elite practitioners at the top investment banks and private equity funds -- Excel Modeling -- Financial Statement Modeling -- M&A Modeling -- LBO Modeling -- DCF and Valuation Modeling -- ALL INCLUDED + 2 Huge Bonuses.

Learn more
May 4, 2021 - 9:48pm

startupchimp

Having made a similar transition (from enterprise software sales to front office S&T), I'd say your best shot is networking and then applying to an off-cycle programme that converts into an analyst start date a couple months later

By the way, what about going for an MBA a few years down the line, potentially? Is that a common approach to transitioning into finance?

Start Discussion

Total Avg Compensation

May 2021 Investment Banking

  • Director/MD (9) $911
  • Vice President (35) $364
  • Associates (194) $234
  • 2nd Year Analyst (110) $151
  • Intern/Summer Associate (96) $145
  • 3rd+ Year Analyst (26) $145
  • 1st Year Analyst (402) $131
  • Intern/Summer Analyst (327) $82