Coastal Haven Partners logoCoastal Haven Partners
Join our Discord
Back to Insights
Career Advice

Investment Banking Exit Opportunities: Where Analysts Go After 2 Years

The job is a launching pad. Understanding exit opportunities matters before you start—it affects which bank and group you choose.

By Coastal Haven Partners

Investment Banking Exit Opportunities: Where Analysts Go After 2 Years

Nobody plans to be an investment banking analyst forever.

The job is a launching pad. Two years of brutal hours buy you options that don't exist anywhere else. Private equity, hedge funds, venture capital, corporate development—doors open that would otherwise stay closed.

Understanding these exits matters before you start. The path you want affects which bank you join, which group you choose, and how you spend your time as an analyst.

This guide maps the landscape. You'll learn where analysts actually go, what each path offers, and how to position yourself for the exit you want.


The Exit Landscape

Here's where investment banking analysts typically go after two years:

Exit Path% of AnalystsTypical Timing
Private Equity25-35%After year 1-2
Hedge Funds10-15%After year 1-2
Corporate Development15-20%After year 2-3
Venture Capital5-10%After year 2-3
Stay in Banking15-20%Promote to Associate
MBA Programs10-15%After year 2-3
Startups/Tech5-10%After year 2+
Other (Consulting, Corp Finance)5-10%Varies

These numbers vary by bank, group, and market conditions. In strong markets, more analysts leave for buy-side roles. In weak markets, more stay or pursue MBAs.


Private Equity

What It Is

Private equity firms buy companies, improve them, and sell them for profit. They use leverage (debt) to amplify returns.

As a PE associate, you'll evaluate potential investments, build financial models, monitor portfolio companies, and support deal execution. The work resembles banking but with a crucial difference: you're the buyer, not the advisor.

Why Analysts Want It

Compensation. PE pays more than banking, especially as you advance. Senior PE professionals make substantially more than senior bankers.

Intellectually engaging work. You're making investment decisions, not just advising on them. The analysis matters because real money is at stake.

Better lifestyle (eventually). Hours are still long, but typically more predictable than banking. Senior PE roles offer better work-life balance.

Path to significant wealth. Carried interest (a share of investment profits) creates wealth-building potential that banking doesn't offer.

The Reality Check

Hours are still brutal. Junior PE associates work 70-80+ hours per week. The lifestyle improvement is modest until you're senior.

Recruiting is intense. On-cycle PE recruiting happens 12-18 months before you'd start. Some firms recruit analysts just months into their banking jobs.

Competition is fierce. The best PE firms (KKR, Blackstone, Apollo, Carlyle) hire almost exclusively from top banking groups. Spots are limited.

The path narrows. PE has an up-or-out culture. Not everyone makes partner. Many leave after a few years for business school or operating roles.

How to Position Yourself

Group matters enormously. M&A groups, leveraged finance groups, and sponsor coverage groups place best into PE. Sector groups with heavy M&A activity (TMT, healthcare) also work well.

Bank matters too. Bulge brackets and elite boutiques dominate PE placements. Middle market banking leads to middle market PE.

Build modeling skills. PE interviews include LBO modeling tests. Your banking models provide foundation, but you'll need additional preparation.

Network with PE professionals. Relationships with associates and principals at target firms help you get interviews.

Recruiting Timeline

On-cycle recruiting happens in summer/fall, roughly 12-18 months before the start date. If you start banking in July 2025, you might recruit for PE in fall 2025 for a 2027 start.

Off-cycle recruiting happens year-round as firms have needs. Smaller funds and growth equity firms often hire off-cycle.

The on-cycle process is compressed and stressful. Interviews happen within days of each other. Offers explode quickly. Prepare early.


Hedge Funds

What It Is

Hedge funds invest capital across various strategies—long/short equity, event-driven, macro, quantitative, credit, and more. Unlike PE, positions are typically more liquid and holding periods shorter.

As a hedge fund analyst, you'll research investments, build models, pitch ideas, and manage positions. The work is more independent than banking or PE.

Why Analysts Want It

Intellectual intensity. Hedge funds reward original thinking. Your investment thesis can directly generate returns.

Performance-based compensation. Top performers make exceptional money. Bonuses scale with fund performance and your contribution.

More autonomy. Junior hedge fund professionals often have more independence than their banking or PE counterparts.

Interesting variety. Different strategies offer different experiences—from deep fundamental analysis to quantitative trading.

The Reality Check

Volatility. Hedge fund compensation swings with performance. Bad years mean bad bonuses—or layoffs.

Less predictable hours. Markets don't close. Event-driven funds might have you working around the clock during deals.

Harder to break in. Hedge funds hire smaller classes and are pickier about fit. There's no standardized recruiting process.

Career risk. Hedge funds shut down. Even good analysts lose jobs when funds close.

How to Position Yourself

Develop an investment perspective. Hedge funds want people who think like investors. Have opinions on stocks, markets, and strategies.

Your group matters differently. M&A groups work for event-driven funds. Sector coverage works for fundamental long/short funds in that sector.

Prepare stock pitches. Hedge fund interviews involve pitching investment ideas. Have 3-4 well-researched pitches ready.

Network extensively. Hedge fund recruiting is relationship-driven. Know people at the funds you're targeting.

Recruiting Timeline

Hedge fund recruiting is less structured than PE. Some funds participate in organized on-cycle processes. Many hire opportunistically throughout the year.

Start networking early. When a fund has an opening, they often fill it quickly with known candidates.


Corporate Development

What It Is

Corporate development teams handle M&A for operating companies. Instead of advising on deals (like bankers) or buying companies to own (like PE), you're identifying and executing acquisitions for your employer.

As a corp dev professional, you'll source deals, conduct due diligence, negotiate terms, and integrate acquired companies.

Why Analysts Want It

Lifestyle. Corp dev hours are significantly better than banking—typically 50-60 hours per week. Weekends are usually free.

Strategic exposure. You're involved in high-level strategic decisions. Your work directly shapes the company's future.

Industry depth. You become an expert in one industry rather than touching many superficially.

Path to operating roles. Corp dev often leads to broader business roles—GM positions, strategy leadership, or executive tracks.

The Reality Check

Compensation is lower. Corp dev pays less than PE or hedge funds, especially at junior levels.

Deal flow varies. Some companies do many deals. Others go years between acquisitions. Slower environments can feel boring.

Career path uncertainty. Corp dev doesn't have the clear progression of banking or PE. Advancement depends on company structure.

Geographic constraints. Corp dev jobs are at company headquarters. If the company is in a city you don't want, it's not an option.

How to Position Yourself

Sector experience helps. If you want corp dev at a tech company, tech banking experience matters.

Show strategic thinking. Corp dev interviews probe strategic judgment, not just technical skills.

Build relationships. Network with corp dev professionals at target companies. Many positions aren't posted publicly.

Recruiting Timeline

Corp dev recruiting happens year-round, driven by company needs rather than standardized cycles. Positions open when headcount is approved or people leave.

Monitor job postings and maintain relationships with recruiters who specialize in corp dev placements.


Venture Capital

What It Is

Venture capital firms invest in early-stage companies. Unlike PE, VC doesn't use leverage. Returns come from finding companies that grow exponentially.

As a VC associate, you'll source deals, evaluate startups, conduct due diligence, and support portfolio companies. The work is less financially technical than banking but requires different skills.

Why Analysts Want It

Exciting companies. You work with entrepreneurs building the future. The energy is different from corporate finance.

Better lifestyle. VC hours are typically more reasonable than banking or PE—maybe 50-60 hours per week.

Network building. You meet founders, executives, and other investors constantly. The relationships compound.

Optionality. VC opens doors to startup operating roles, entrepreneurship, or continued investing.

The Reality Check

Harder to break into. VC firms are small and hire few people. Many prefer operators or entrepreneurs over bankers.

Compensation is lower initially. Base salaries and bonuses in VC trail banking, PE, and hedge funds at junior levels.

Carried interest takes time. The wealth-building potential requires staying long enough to see investments mature (7-10+ years).

Skills transfer is limited. Banking skills don't map perfectly to VC. You'll need to develop new capabilities.

How to Position Yourself

Get relevant experience. Tech banking, growth equity exposure, or startup internships help.

Build a startup perspective. Understand how startups operate. Be able to evaluate business models, not just financial models.

Develop a point of view. Have opinions on markets, trends, and what makes great founders.

Network into it. VC hiring is heavily relationship-driven. Know people at the firms you're targeting.

Recruiting Timeline

VC recruiting is unstructured. Firms hire when they have needs, often through networks rather than formal processes.

Building relationships before openings exist is essential. When a spot opens, it often goes to someone already known.


Staying in Banking

Why Some Analysts Stay

Not everyone exits. Some analysts promote to associate and continue in banking.

Money is good. Senior bankers make $1M+. Managing directors at top firms make several million.

Clear progression. The path is defined: Analyst → Associate → VP → Director → Managing Director.

You like the work. Some people genuinely enjoy deal-making and client relationships.

Exit later. You can always leave banking later. Staying keeps options open.

The Reality Check

Hours persist. Associates and VPs still work very long hours. The lifestyle improvement is gradual.

Up-or-out pressure. Not everyone makes MD. Many bankers leave mid-career when progression stalls.

Golden handcuffs. High compensation makes it psychologically hard to leave, even if you're unhappy.

Who Should Consider Staying

Staying makes sense if you:

  • Genuinely enjoy client work and deal execution
  • Want clear income visibility
  • Are at a bank/group with good culture
  • Don't have a specific exit you're pursuing

Staying doesn't make sense if you:

  • Are burned out and hoping it gets better (it doesn't much)
  • Have a specific buy-side goal
  • Want better lifestyle immediately

MBA Programs

Why Analysts Get MBAs

Some analysts go to business school instead of directly exiting. An MBA offers:

Reset opportunity. Want to change industries or functions? MBA provides a transition platform.

Network expansion. Two years with ambitious peers creates lifelong relationships.

Credential upgrade. For some career paths, the MBA degree opens doors.

Breathing room. After banking intensity, two years of relative calm can be valuable.

The Reality Check

Opportunity cost. Two years of tuition plus foregone income totals $400-500K+.

Not necessary for many paths. PE, hedge funds, and corp dev hire bankers directly. You don't need an MBA to access them.

Diminishing returns. If you're already at a top bank heading to a top exit, the MBA adds less.

Who Should Consider an MBA

  • Career changers who need to pivot
  • Analysts at weaker banks seeking credential upgrade
  • People who want the experience and network
  • Those unsure of their path who want time to explore

Skip the MBA if you can access your target exit directly. The degree costs too much to get unnecessarily.


Startups and Operating Roles

The Path

Some analysts join startups or established tech companies in operating roles—strategy, business development, finance, or chief of staff positions.

Why Analysts Want This

Impact. Your work visibly affects outcomes. You're not one of 200 analysts.

Growth potential. Equity in a successful startup can exceed banking compensation.

Learning. Operating exposes you to parts of business that banking doesn't touch.

Lifestyle. Many startups offer better work-life balance (though not all).

The Reality Check

Compensation risk. Base salaries are lower. Equity might be worthless.

Less structured. There's no playbook like banking or PE. You figure things out.

Resume concerns. If the startup fails, your next move is uncertain.

How to Position Yourself

  • Network into the startup ecosystem
  • Develop perspectives on markets and business models
  • Target companies at growth stage where finance skills are valued
  • Be willing to take career risk

How Your Choices Affect Exits

Bank Reputation

Where you work affects where you can go.

Bank TypeBest Exits
Bulge BracketMega-fund PE, top hedge funds, best corp dev
Elite BoutiqueMega-fund PE, top hedge funds
Middle MarketMiddle-market PE, regional HFs, corp dev

The relationship isn't absolute. Exceptional middle market analysts reach mega-funds. Weak bulge bracket analysts don't. But starting position matters.

Group Selection

Your group affects exits more than people realize.

Group TypeBest For
M&APE (all types), HF (event-driven)
Leveraged FinancePE (especially credit-focused)
Sponsor CoveragePE (direct relationships)
Sector Coverage (TMT, HC)Sector-focused PE, related HFs, sector corp dev
Capital MarketsFewer buy-side exits

Choose your group with exits in mind. If you want PE, avoid capital markets groups.

Performance

Top performers get better exits. This seems obvious but bears stating.

Top bucket analysts:

  • Get approached by headhunters early
  • Receive strong MD recommendations
  • Have credibility in interviews

Average analysts:

  • Compete for remaining spots
  • Face skepticism in interviews
  • May need to adjust expectations

Work hard. Perform well. Your exits depend on it.


The Exit Timeline

TimingWhat Happens
Months 1-6Focus on surviving, learning, performing
Months 6-12On-cycle PE recruiting begins
Year 1-2Hedge fund, growth equity, off-cycle PE recruiting
Year 2-3Corp dev, VC, MBA applications
Year 2+Stay for promotion or execute exit

Don't wait too long. The best exits happen early. Analysts who stay beyond 3 years have fewer options, not more.


Making the Decision

Questions to Ask Yourself

What do you want from work? PE offers wealth potential. Corp dev offers lifestyle. Hedge funds offer intellectual challenge.

How much risk tolerance do you have? Startups and hedge funds carry more volatility. Banking and corp dev are more stable.

What lifestyle do you want? Be honest. If you're burned out, PE won't fix that.

What are you good at? Investment-oriented minds suit buy-side roles. Relationship-oriented people suit banking and corp dev.

The Decision Matrix

PriorityBest Exit
Maximum compensation potentialPE or Hedge Funds
Immediate lifestyle improvementCorp Dev
Intellectual challengeHedge Funds
Startup exposureVC or direct to startups
Clear career pathStay in Banking
Career resetMBA

The Bottom Line

Investment banking is a means, not an end. The two years buy you options.

But options require intentionality. The exit you want affects which bank you join, which group you choose, and how you spend your analyst years.

Think about exits before you start. Position yourself deliberately. When windows open, be ready.

The best exits go to those who prepare for them. Know what you want. Then go get it.

#investment-banking#private-equity#exit-opportunities#career-paths

Related Articles