PWM to Product Specialist

Currently work in a client facing role on the investment side of a major private bank. CFA charterholder. Been in my job for maybe 2 months now and been in PWM since college (2015). Beginning to realize I just don't like PWM very much as far as dealing with clients, the investment side not being very stimulating and the culture is just BS sales in my opinion. I thought changing firms would help but it hasn't.

There's been a job opening for a product analyst role at a major firm come open ($100b+ AUM) and would be something I think I'd much rather enjoy. I've spoken to 20+ people in these sorts of roles over the years and I like the idea of what they do acting as an in between between wholesalers and actual PMs.

My only reservation is that I've been in my current role for 2 months. Is this actually that bad of a look? If I knew this job was coming open I would've bitten the bullet for a few more months but alas...

 

Earum rem itaque rerum. At dolor odit nostrum. Enim debitis fugiat rerum molestiae dolores provident quod. Quis provident voluptas qui.

Velit tempore ut architecto modi dolorem totam dolorem. Exercitationem ut eaque porro non et. Nobis sed id esse sit cum.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

May 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Lazard Freres No 98.8%
  • Goldman Sachs 18 98.3%
  • Harris Williams & Co. New 97.7%
  • JPMorgan Chase 04 97.1%

Overall Employee Satisfaction

May 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

May 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

May 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (21) $373
  • Associates (91) $259
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (68) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $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

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...”