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Case Studies & Reader Success Stories - Transitions Within Finance

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From Consulting to Private Equity: How to Make the Leap

What does every consultant really want to do? The answer is “Work in private equity” – just like everyone else in the known universe. The only problem is that it is notoriously difficult for consultants to get into the industry. Not only are private equity professionals biased against non-bankers, but they tend to be even […]
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How to Make a Career Change into Equity Research: The Best Path for Older Candidates?

If you’ve missed the all-important investment banking analyst experience but you still want to work in finance, what do you do? Go to business school? Join a Big 4 Firm? Go to a PE or VC portfolio company and try to move in from there? We’ve covered options for older candidates before, but an oft-overlooked […]
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From Quant to Equity Research Associate: Do Androids Dream of Electric Sheep?

Once you go quant, can you ever go back? Or would you ever want to go back? Most people would answer that with “No, never!” After all, quant hedge fund jobs are glamorous, pay well, and exclude the drudgery associated with most finance roles. But the quant route is not for everyone. Our interviewee today started […]
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From Non-Target School to Sales & Trading to Commodities Banking in Western Canada: How to Break In and Survive as a Female in Finance

Ladies, have you ever wondered what it’s like to work in investment banking as a female? And guys, don’t leave us just yet – you’ll be pretty interested to learn how you can transition from a non-target school to sales & trading to commodities investment banking… and how another region of Canada differs from the […]
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From Private Equity to Trading: Shady Deals, Soft Skills and Trading From Home

Ah, Private Equity, the Mecca of finance. Everybody wants in, from investment bankers to management consultants to business development executives. Once you’ve clawed your way to a coveted position, you stay put and advance within your firm – or you receive a hefty pay increment and move over to another PE Fund. The one thing […]
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Breaking Back Into Finance: How to Resurrect a Career in Fund Management When You’re Stuck in a Dead-End Job

Imagine networking like an insurance agent with 4 kids and a crack addiction in order to make the fabled move from the back office to the front office. Then, imagine the recession coming soon after and having to work ridiculously long hours every day, knowing full well that your division is no longer profitable but […]
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From Sales & Trading to Investment Banking: How to Hop Over the Fence

One disadvantage of sales & trading vs. investment banking is that exit opportunities are not quite as broad. It’s difficult, for example, to move into PE or corporate development coming from trading. But getting into investment banking may be a different story, as you’ll see in this interview with a reader who did just that. […]
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