Can anyone provide any insight on getting into IB or PE? I worked in wealth management for a decade and I’m finishing up my MBA with a concentration in Mergers & Acquisitions. Series 7, series 65 and CFP as well.

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Just recruit for IB via your MBA program’s campus recruiting? That’s the norm

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Why do you want to move to PE from wealth management?

Aw my bad, didn’t read your initial post thoroughly. Would recommend you are comfortable with the three financial statements and how they intertwine with one another. To break-in, networking with alumni would be your best bet to understand their path

It's usually pretty easy to go IB through on campus recruiting.

Well assuming you are at a top MBA program. What school are you at?

It’s going to be an uphill battle. Target the MM firms first.

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