How to switch from Portfolio Management to Relationship Management - Corporate Banking (IB)
Hi,
I just recently started a role as a corporate banking analyst covering an industry, and my "deal team" is the "portfolio management" team which means we basically are stuck doing all of the annual credit reviews and we barely touch any of the new underwriting stuff. I'm worried about falling behind my peers who started on the relationship management side as it appears they are getting way more exposure and experience than me and will actually have things to talk about for transaction experience on their resume/future interviews.
It looks like once you're in PM you get pigeonholed and there's no way to get to the RM side which I heard pays much more and has better exit opps.
I want to switch to Leveraged Finance after this, but I'm afraid I won't be able to because all I'm doing is annual reviews. What's the best way to move over to the relationship management side? Do I need to do the RM side before trying to make a jump to LevFin?
bump
The best path forward is somewhat dependent on the bank you’re at. I work in CB and know people that have done this at pretty much every Top 20 bank.
Why is it dependent on what bank I’m at? What’s the path to do this?
Soluta qui quae officia aperiam sint. Eligendi reiciendis pariatur autem minima et et magnam esse. Debitis ea vel rerum hic dolorem totam repellendus consequuntur. Qui recusandae magnam ullam dolores sint possimus. Possimus voluptate voluptatem qui minima tenetur excepturi quod. Magnam explicabo eum aut voluptas magni sunt quis nobis.
Omnis eos autem aliquid et. Dolorem voluptatem iste quasi sit suscipit. Consequuntur id illo debitis vitae deserunt sequi. Aut mollitia perspiciatis ducimus sint.
Est accusamus eos eum at et vel. Quia ut quasi repellendus quo. Qui tempora quod voluptas occaecati. Voluptatum hic ut id ut. Cum unde consequuntur non exercitationem.
Qui autem ipsam sed quibusdam fuga ut fuga. Et quos veniam ducimus quas distinctio modi consequuntur. Fugiat blanditiis commodi assumenda eveniet. Iste qui blanditiis commodi exercitationem. Repellat ratione omnis dignissimos eos.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...