The Career Changer’s Handbook — Investment Banking Practitioner’s Handbook Series

Practitioner’s Handbook

The Career Changer’s Handbook

John Colley

Cluster A — Getting Into Investment Banking

The Career Changer’s Handbook

You did not start in banking — that does not mean you cannot get there. Every viable lateral route into investment banking, from the Big 4 and consulting to corporate finance and restructuring, mapped by a senior banker who made the transition himself, with the timing and positioning that actually work.

10 chapters
190 pages
Lateral-Route case study
Ebook + Paperback
Instant PDF download · Watermarked to your name · DRM-free

Who This Handbook Is For

This handbook is for professionals who did not enter banking through the graduate front door and want a realistic, route-by-route map of how to switch in — with the timing, positioning and trade-offs spelled out rather than glossed over.

The Big 4 Professional
You are in TAS, transaction services, audit or valuation and can see banking from across the deal table. This shows which Big 4 routes actually convert, which stall, and how to make the jump before you are typecast.

The Management Consultant
MBB or strategy, strong on commercial logic but light on technical modelling. Chapter 4 closes the technical gap and positions consulting experience as an asset, not a detour.

The Corporate Finance or FP&A Professional
In-house finance, corporate development or FP&A — deal-adjacent work without the deal CV. You will learn which of the hard paths is realistic and how to bridge it.

The Restructuring or Off-Cycle Candidate
You are eyeing a counter-cyclical entry point and need to time it. This maps the restructuring route, the age-and-timing calculation, and the full 18-month transition plan.

What’s Inside

Ten chapters that map every credible lateral route into investment banking — from the Big 4 and consulting to corporate finance and restructuring — and the timing, MBA decision and transition plan that turn a career change into an offer.

10 Chapters · Lateral-Route Case Study Throughout

  • 01

    The Career Changer’s Reality Check
    An honest assessment of which backgrounds convert, which do not, and the trade-offs you must accept before you start.

  • 02

    The Lateral Hiring Machine
    How banks actually hire laterally — the windows, the headhunters, and the internal mechanics that decide who gets called.

  • 03

    The Big 4 Route — TAS, FDD and Valuation
    The strongest non-banking route decoded: which teams convert, how to position TAS and FDD experience, and when to move.

  • 04

    The Consulting Route — MBB and the Technical Gap
    How to turn a consulting CV into a banking offer, and the specific modelling skills you must demonstrate to close the gap.

  • 05

    Corporate Finance, FP&A and the Hard Paths
    The realistic routes from in-house finance — and an honest read on which are worth attempting and which are not.

  • Plus five more: restructuring as a counter-cyclical entry point; the MBA decision framework; the age-and-timing calculation; building your 18-month transition plan; and the interview, the offer and day one.

Preview the Content

Listen, watch, and explore before you buy. These study materials are generated from the handbook itself.

NotebookLM Audio
Audio Overview
A practitioner deep-dive on moving into investment banking mid-career.

NotebookLM Video
Video Overview
A short visual walkthrough of the lateral route into a banking seat.

The Transition Roadmap
NotebookLM Visual
The Transition Roadmap
The 18-month lateral-hire path on one page — tap to view full size.

NotebookLM Slides
Slide Deck
The key ideas as a slide deck — opens as a PDF in a new tab.

150,000+
Students Enrolled

30+
Published Courses

30+
Years in IB & M&A

141
Handbooks in the Series

The Getting Into Investment Banking Series

This handbook is part of a structured sequence. Each title builds on the last — or stands alone as a reference.

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PHOTO

John Colley

Cambridge University MA · MBA (Distinction), Bayes · Former British Army Captain · 30+ Years in IB, M&A & PE

John started his investment banking career in 1988 and has spent over three decades in IB, M&A, and private equity. He now teaches over 150,000 students across 30+ online courses and is writing the largest practitioner-authored investment banking content library available online — the 141-title Investment Banking Practitioner’s Handbook Series.

Ready to Break Into Investment Banking?

Instant PDF download · Watermarked to your name · DRM-free