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Received BB M&A SA 2025 offer - what are my options?
Hi all - I just received an offer for a BB M&A group in a regional office (SF, CHI). I'm super excited about the offer, but I don't see myself enjoying living in the area after college. I'm wondering what my my best course of action is if I want to end up in NYC. Should I take the offer and then try...
Lateral opportunity with a pay cut, seeking advice
HI all, Long time lurker, second time poster here. Brief background, graduated from target USA undergrad (west coast) and landed in HK due to COVID. Have been hustling hard to land FO and eventually made it in a regional S&T shop (non-Mandarin speaker btw, so IBD options were not viable...). Fast...
Lateral from corp dev to IB
I am working in the corp dev team at a renewable energy company since 2.5 years. Was in Big 4 advisory for 2 years prior to that. I have worked on 4 M&A deals and currently working on a fund raise. Lately I am not enjoying the work as much because of the slow pace and my plateauing learning. Been...
Move from S&T to IB?
I’m an analyst 3 in a more product management role in S&T and am looking to move into IBD or Wealth Management. I’m looking to move into an area of finance that has more client interactions and is more strategic. Is this something that is possible? Have you guys heard of people moving from S&T...
How to lateral in AM?
Very disappointed with compensation and WLB at my current shop ($100B+ Long only AM). Plus, my PM is a former Citadel / Surveyor guy and wants me to call EACH quarter for the companies I follow (somewhere around 150 tech companies). I've had 10/10 reviews but compensation & titles haven't followed....
Negotiating lateral associate/A2A bonus? Other things to consider?
I'm currently AN3 at a shop, expecting to get the associate promote here when the time comes next year. However, I got a verbal offer (and am expecting the official imminently) to move to a new shop as an associate. By leaving, I'd be forgoing my current firm's analyst/A2A bonus, and I know that the...
Seeking Lateral Advice
Hey y'all, I was looking to see if anyone has had experience lateraling after their junior SA internship. I am currently a rising junior and have already accepted an offer at an upper MM IB shop that is growing, but I am not sure if I'll want to stay there. Was hoping someone would have some input...
Switching Verticals at the VP Level
Hi fellow monkeys - I am looking for some career advice / perspectives: I’m an Associate 2 and was recently laid off from an EB. Luckily, I bounced back quickly and now have two offers to choose from - same coverage group but different verticals: Offer 1: Mid to lower-tier BB (not CS) in my...
Freshman Intern Lateral from WM to IBD
Going to work at WM this summer. I like the WM team but would love to work in the IBD side of the bank (not a BB) in the sophomore summer. How should I approach networking in this case so it's not weird but still make it effective for hiring? Im not diversity
Is Anyone Hiring?
I've been at a no-name LMM boutique IB for about 18 months now, and have finally garnered enough deal XP to feel comfortable in interviews. I've taken all of the WSO, Financial Edge, and WSP modeling courses (Three-Statement, Precedents, Comps, M&A, LBO, DCF) to mitigate the lack of modeling at my...
Macro Sales vs Repo Trading (Treasury)?
Would appreciate your opinion on moving from Macro Sales to Repo Trading? < 3y experience Pros: - Opportunity to switch to Trading - More technical, learning new skills - Desk also trading longer tenor (warehousing some risks) although majority still is repo activity Cons: - Considerably lower...
State of Lateral Hiring Market?
Things are obviously looking bad right now. Have heard of lots of headcount reductions and very few roles out there. Wondering if anyone has any opinions on lateral hiring in the next 6-12 months? Is moving into a tier 1 city basically impossible now? Was hoping to eventually make a lateral move as...
How do most people move from one AM into another AM role?
Unlike H/Fs, there aren't any big recruiters that do this in AM so wondering what is the best way to recruit laterally? I don't know that many people in the industry so warm intros are going to be difficult
Can lack of deals in my CV ruin my lateral options?
So basically I joined the M&A group at a second tier bank 6 months ago (RBC, DB, Nomura, WF, HSBC) and ever since I hit the desk, I have only been staffed on Pitchbooks, and internal analysis and presentations. In 6 months I have only been staffed on 1 deal (a $4bn buy-side engagement that is...
Lateral Advice: NYC Analyst from MM to BB P&U/Energy
Hi I’m just going into my second year as a coverage analyst in NYC at a MM bank. Looking for advice on lateraling to a BB IB P&U/Renewables team? For background, I interned and accepted the return offer during Covid and went to a top school. My situations is I like the people on my team, but want...
Associate 1 Lateral
Can anyone provide advice on lateraling after 1 year as an associate? I have one year of investment banking experience. What should I be prepared to speak to / what materials will I need to provide (redacted marketing materials, review, references)?
Post MBA Associate 1 Lateral
I've just completed my first year at a top middle-market bank. Would much appreciate any advice on moving laterally, particularly in regards to what I should be prepared to talk to and present (reviews, references, redacted marketing materials?)
FIG Resources and Thoughts
Seems like FIG has a bit of a reputation that I was not aware of before interviewing for a handful of lateral moves upmarket into FIG/FinTech/FinServ groups. Any thoughts on FIG in general would be appreciated, as well resources for staying on top of the industry vertical (news letters, interview...
REPE Acquisitions to Corporate IBD - Feasible?
Hey everyone! I wanted to get color on whether a move from REPE acquisitions to corporate IBD, specifically for execution groups (M&A, LevFin etc.) would be even in the realm of feasible. Looking to see if anyone here or someone you know has done it before. Background: - Non-target (a couple of...
lateral modeling tests or techincals
Is there a typical test banks have you do when looking to lateral (1 yr experience)? Also, are most lateral interviews more or less technical heavy? And to what level (basic/advanced?) I know it depends on the group but just wondering generally if anyone had any two cents. If anyone has any idea on...
Lincoln MM Lateral Opportunities?
I'm currently recruiting for SA23 positions and received an offer from Lincoln International for Chicago SA2023. It seems that Lincoln isn't the best for real modeling experience and exit opportunities. So, I was wondering what the process for lateraling to a bigger/better bank (EB/BB) or...
IB Lateraling
I'm looking to lateral firms from a regional boutique to a larger middle-market bank as an AN2. Curious about: 1- lateral recruitment timeline (approx) and current job market for banking (is it as good as it was this time last year) 2- I don't think I've gotten adequate modeling experience at my...
lateralling from ER to IB in BB
I've been working in ER as an AN1 at a top BB since January. I'm decent at ER but have no ideas or desire to do research. I want deal experience. I live for the nitpicking small stuff. Making boring powerpoints, fixing that font or that color, building no brainer models is what I'm good at. I don't...
PGIM Internal Move?
Hi all, I will be joining one of the arms of PGIM in the summer but was wondering, have any of you guys ever done an internal move there and is this even possible? E.g private debt to real estate or fixed income to quantitative solutions. Thanks for the insight!
GS/MS or Evercore
Say you are an analyst at a MM bank and went through the lateral process to land an analyst offer at top groups in GS/MS NYC and a decent M&A group at Evercore NYC. Now, considering the recent base pay hikes and news that GS/MS are bumping up bonuses, along with considerations for prospective exits...
Exit to Regional Boutique or Internal Coverage at MM
Currently an A1 in product group (80k, 10k sign, 30-60k bonus) looking to exit to coverage role, weighing options: Offer with Regional boutique: - 80k base, 10k sign, 40% bonus - immediate hire for new year, several buy/sell sides launching then Offer (internal) coverage group: -100k base, won't...
How Long Do Lateral Hiring Markets Stay Hot?
I'm an incoming analyst at a mid-tier bank (KeyBanc / Credit Agricole / Nomura), and I could see myself considering dipping my toes into the lateral market at some point down the line. Obviously, I haven't started working yet and need to get a feel for the firm that I'll be joining, so this is all...
Moving from Big 4 Audit into No-Name Boutique IB-Capital Markets (HK)
To begin with, let me give some context about myself. I was never fully aware of the rigour in recruiting during my early days at university as I smoothsailed my way to a top university in the UK and had no idea how difficult it was to break into finance. I had no friends/family working in this...
GS/MS Internal Transfer to NYC from HK
Hello - I'm currently working at a top BB (think GS/MS) in Hong Kong (IBD). I come from a target US university and would ideally want to be able to get back into the US after working in HK for a year or so. I would need sponsorship, but don't need the H1B visa. Has anyone made such a switch before?...
BB/EB Lateral Opportunities
Looking to lateral to a new bank as a senior analyst. What banks do you know about that are actively hiring across all industry groups? Looking for BB and EB names here. Side note: I know we are in an insanely hot M&A market right now, so I want to hear what major banks are really bringing in...
Senior Level Banking (or Senior Level Buyside) to FIG Consulting
What would a switch from banking/buyside to consulting at the Senior Levels look like? Would being a consultant at the upper levels after a 20 year career in finance offer a positive change in lifestyle?
Switch offices without switching groups. Is it possible?
Curious to hear if anyone has personally achieved this or heard of someone doing so. I like my group and am not looking for a new job, but have realized over the past couple of years that I would much rather be somewhere else geographically. Would be looking to move from one major city to another...
Lateral Recruitment (Changing Groups) Advice
Hi everyone, Currently an Analyst at a MM (Lincoln, Canaccord, Oppenheimer, etc.) and I'm contemplating a lateral jump to an EB or BB. I currently sit in the special situations/Rx group, and was wondering how difficult it would be to switch into an M&A product group or a coverage group? I've worked...
Where can I find some sample Loan Documents?
So I just received an offer (lateral) from a LevFin group and I am scheduled to start in Jan. The group does mostly sponsor lending, and I wanted to get a head start, familiarize myself with loan documents, etc. Is there anywhere I can find some loan docs or some sort of a study material?
Lateral to FT in NYC after summer at BB international office?
I'm an undergrad junior (3-rd year) going to a US top-target (think Stern in terms of placement, but we're a regular uni.) majoring in Engineering with GPA 3.8+ and a Summer 2021 offer from a mid-tier BB in Hong Kong for IBD. I also did a few internships in the past (mega-cap Asian sovereignty fund...
Grew up on a farm, now i'm in VC. Q&A: Associate at East Coast Strategic VC Firm
Currently approaching my 1 year mark at a strategic VC firm focused on emerging deep tech. The learning curve was steep and i'd like to give back. **Background: ** Short version: I attended a southeast non-target, moved to northeast and have 1 1/2 years at multi-family office / hedge fund, 1 year in...
Moving from small private equity fund to a larger fund
Hi Everyone! I am currently very close at getting an Associate job at a European private equity fund. The fund focus on making SME investments in Central Europe and Scandinavia. The current AUM is about 200m euro. The team is world class and have an extremely good performance. However, I am an...
TSG at Bain to Analyst or Associate
Hi there, So I am currently interviewing for a tech support position at Bain (TSG ,tech support group), but have several questions about the firm and lateral movement. A little background about myself, I just graduated from undergrad at a business school with a degree in Management Information...
Booz to M/B/B?
Does anyone know how viable it is to get to m/b/b from booz & co? recently accepted an offer from them through a connection and i'm thinking if i can be a standout and do well, maybe try to get to m/b/b after a year or so. Went to a non HYP ivy, but didn't do well. I have a connection at M who told...
Feasibility of Transferring to Europe
I'm an american equity research associate (1st year) at a well-known mm looking to spend some time abroad. Anyone know the feasibility of doing a lateral move/exit to a european shop (zurich, for example)? Would I need to spend a year at a bb in the us first? Background is phd from target school.
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