When to transition? (Career advice needed - TAS to Pure Finance)

Hi Monkeys,

I'm looking for some career advise and was hoping you all would be kind enough to share your insights and hopefully your experiences.

My Situation:

I'm currently working approximately 50 hours a week in big 4 TAS. During busy season, that number jumps up to around 65. My work is fairly complicated and I'm given a lot of responsibility. I'm in constant contact with c level executives at major corporations. I don't want to get into the specifics about the nature of my work but it's a combination of finance and consulting. My resume has improved dramatically and recruiters are constantly contacting me. I'm trying to figure out if I should stick it out for a while longer or if I should make the jump early to a pure finance position.

Pros: 1. Strong job security - it's difficult to get fired (my group is expanding dramatically) 2. I'm learning a lot and building a strong skill set 3. Fully vested pension plan after 2 years 4. The manager that I spent most of my time working with is fantastic as are the partners 5. They will fully cover any certification - currently working on the CFA on their tab

Cons:

  1. The pay is crap
  2. Don't want to get pigeonholed in TAS

So basically, as I understand it, my situation is: Stick around for a while, build my resume, continue to accumulate marketable skills while getting at least the CFA designation (and potentially the CPA in the situation where I transition to corporate finance) while getting paid peanuts and potentially pigeonholing myself in advisory.

Any feedback is appreciated and I would love it if someone who was in a similar position could comment.

Cheers

0 Comments

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

Professional Growth Opportunities

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Evercore No 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 (75) $151
  • Intern/Summer Analyst (67) $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
BankonBanking's picture
BankonBanking
99.0
4
kanon's picture
kanon
99.0
5
CompBanker's picture
CompBanker
98.9
6
Betsy Massar's picture
Betsy Massar
98.9
7
DrApeman's picture
DrApeman
98.9
8
dosk17's picture
dosk17
98.9
9
GameTheory's picture
GameTheory
98.9
10
Mimbs's picture
Mimbs
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...”