Want to do IB then move to PE, or potentially do PE out of undergrad, need college advice?

From what I’ve seen I believe there are two paths for this.

One path is I’ll need about 2 years in IB before I can make a move to a PE MF, id ideally like to go to a New York EB or BB for IB, but after 2 years in a IB I want to go into PE ideally on the west coast, but location doesn’t matter that much (SF or LA). Which school will set me up best for this path?

The second path would be going to PE out of undergrad. But I’m not sure if it is possible to go straight into PE after undergrad (at a firm with a smaller amount in AUM) and then make a move from a “smaller” fund to a MF? If this is an option, what school would you all recommend for this path?

I would prefer going straight into PE out of undergrad and working on the west coast, and then make a move to a PE MF, but if that is extremely difficult or not feasible, than I’d do 2 years in IB path I first mentioned above.

Any advice would be great.

Posting something similar again because my goals have changed.

9 Comments
 

MORE INFO:

COLLEGES IM PICKING BETWEEN: USC MARSHALL BBA AND UMICH ROSS BBA

Can’t believe I didn’t include that in the question

Will do a BBA with finance concentration + IT Minor.

 

Marshall for West Coast BB/EB -> PE Associate path and maybe direct to PE Analyst from UG (very rare but it happens from Marshall occasionally, I wouldn't even recommend a PE analyst path but that's another post)

Ross for CHI / East Coast opportunities.

Now go out there and build a kickass life. The most important thing for your recruiting - beyond GPA - is that you develop as a "normal," well rounded person.

Be excellent to each other, and party on, dudes.
 

Aliquid vitae quia repellat ipsum qui dolorum harum iusto. Sint quo accusamus numquam aut aspernatur magni autem. Iste voluptas voluptate sed similique aspernatur omnis corporis ducimus. Architecto aut et omnis non.

Be excellent to each other, and party on, dudes.

Career Advancement Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

July 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.9%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

July 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 06 98.3%
  • Goldman Sachs 01 97.7%
  • JPMorgan 01 97.1%

Total Avg Compensation

July 2026 Investment Banking

  • Vice President (15) $434
  • Associates (46) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (79) $150
  • Intern/Summer Analyst (73) $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
kanon's picture
kanon
99.0
3
Secyh62's picture
Secyh62
99.0
4
BankonBanking's picture
BankonBanking
99.0
5
dosk17's picture
dosk17
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
CompBanker's picture
CompBanker
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
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...”